Penumbra Inc
PEN- Exchange
- NYSE
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0001321732
No open-market purchases or sales by Penumbra Inc insiders were filed in the last 90 days; 451 institutions reported holding it in 13F filings for Q2 2026, worth $10.8B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Penumbra Inc as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 372
- +43 vs. Q3 2024
- Shares held
- 34.9M
- −264.8K (−0.8%) vs. Q3 2024
- Total value
- $8.30B
- +$1.46B (+21.3%) vs. Q3 2024
- New holders
- 68
- 122 more added
- Sold out
- 25
- 134 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PEN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 451 | $10.8B |
| Q1 2026 | 485 | $11.1B |
| Q4 2025 | 440 | $11.4B |
| Q3 2025 | 421 | $9.19B |
| Q2 2025 | 451 | $9.18B |
| Q1 2025 | 421 | $9.39B |
| Q4 2024 | 372 | $8.30B |
| Q3 2024 | 334 | $6.85B |
| Q2 2024 | 342 | $6.40B |
| Q1 2024 | 342 | $7.52B |
| Q4 2023 | 339 | $8.66B |
| Q3 2023 | 317 | $8.01B |
| Q2 2023 | 364 | $11.8B |
| Q1 2023 | 312 | $9.74B |
| Q4 2022 | 290 | $7.67B |
| Q3 2022 | 261 | $6.06B |
| Q2 2022 | 255 | $3.91B |
| Q1 2022 | 280 | $6.71B |
| Q4 2021 | 279 | $8.72B |
| Q3 2021 | 280 | $7.94B |
| Q2 2021 | 287 | $8.17B |
| Q1 2021 | 273 | $8.40B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 375 | $89.1K | 0.00% | +75+25.0% | Added |
| Principal Securities, Inc. | 357 | $84.8K | 0.00% | −22−5.8% | Reduced |
| Fifth Third Bancorp | 347 | $82.4K | 0.00% | −58−14.3% | Reduced |
| Park Place Capital Corp | 335 | $79.6K | 0.02% | −27−7.5% | Reduced |
| Mather Group, LLC. | 308 | $73.0K | 0.00% | +208+208.0% | Added |
| Proequities, Inc. | 259 | $71.4K | 0.00% | −20−7.2% | Reduced |
| SRS Capital Advisors, Inc. | 274 | $65.1K | 0.00% | +18+7.0% | Added |
| Huntington National Bank | 265 | $62.9K | 0.00% | +154+138.7% | Added |
| Northwestern Mutual Wealth Management Co | 253 | $60.1K | 0.00% | +78+44.6% | Added |
| Ronald Blue Trust, Inc. | 241 | $57.2K | 0.00% | −268−52.7% | Reduced |
| Hurley Capital, LLC | 230 | $55.7K | 0.04% | +230 | New |
| Parallel Advisors, LLC | 223 | $53.0K | 0.00% | +19+9.3% | Added |
| Umb Bank N A | 192 | $45.6K | 0.00% | +70+57.4% | Added |
| Signaturefd, LLC | 163 | $38.7K | 0.00% | +22+15.6% | Added |
| CIBC Private Wealth Group, LLC | 150 | $38.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 134 | $37.0K | 0.00% | +11+8.9% | Added |
| True Wealth Design, LLC | 144 | $34.2K | 0.01% | +9+6.7% | Added |
| Steward Partners Investment Advisory, LLC | 140 | $33.2K | 0.00% | −10−6.7% | Reduced |
| Simplex Trading, LLC | 128 | $30.0K | 0.00% | +128 | New |
| Nisa Investment Advisors, LLC | 108 | $25.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 102 | $24.2K | 0.00% | +19+22.9% | Added |
| Banque Transatlantique SA | 100 | $23.6K | 0.00% | +100 | New |
| Venturi Wealth Management, LLC | 99 | $23.5K | 0.00% | +89+890.0% | Added |
| Covestor Ltd | 97 | $23.0K | 0.01% | −579−85.7% | Reduced |
| Clearstead Advisors, LLC | 94 | $22.3K | 0.00% | +18+23.7% | Added |
| Massmutual Trust Co FSB | 90 | $21.4K | 0.00% | +27+42.9% | Added |
| Skopos Labs, Inc. | 81 | $19.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 80 | $19.1K | 0.00% | +14+21.2% | Added |
| TruNorth Capital Management, LLC | 70 | $16.6K | 0.00% | +70 | New |
| Farther Finance Advisors, LLC | 63 | $15.0K | 0.00% | −1−1.6% | Reduced |
| Beacon Capital Management, LLC | 59 | $14.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 57 | $13.5K | 0.00% | +39+216.7% | Added |
| Bartlett & Co. Wealth Management LLC | 52 | $12.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $11.9K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 50 | $11.9K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 46 | $10.9K | 0.00% | +46 | New |
| Colonial Trust Co | 45 | $10.7K | 0.00% | +45 | New |
| Coppell Advisory Solutions LLC | 42 | $10.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 35 | $8.31K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 35 | $8.31K | 0.00% | +35 | New |
| Versant Capital Management, Inc | 31 | $7.36K | 0.00% | +31 | New |
| LGT Financial Advisors LLC | 27 | $6.41K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 25 | $5.94K | 0.00% | +25 | New |
| Sunbelt Securities, Inc. | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 21 | $4.99K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 20 | $4.75K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 18 | $4.28K | 0.00% | −6−25.0% | Reduced |
| CVA Family Office, LLC | 18 | $4.28K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 18 | $4.28K | 0.00% | +18 | New |
| Smithfield Trust Co | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $3.80K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 16 | $3.80K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 14 | $3.33K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 14 | $3.33K | 0.00% | +14 | New |
| J.Safra Asset Management Corp | 13 | $3.10K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 13 | $3.00K | 0.00% | +4+44.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $2.61K | 0.00% | +11 | New |
| Aventura Private Wealth, LLC | 11 | $2.61K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 8 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 8 | $1.90K | 0.00% | +8 | New |
| IFP Advisors, Inc | 8 | $1.90K | 0.00% | −1−11.1% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $951 | 0.00% | +3+300.0% | Added |
| Private Wealth Management Group, LLC | 4 | $950 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4 | $950 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $713 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $712 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 3 | $712 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 3 | $712 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 1 | $238 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $237 | 0.00% | −1−50.0% | Reduced |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −65,992−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −52,824−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −31,121−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −22,896−100.0% | Sold out |
| Vestal Point Capital, LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −12,050−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −11,992−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −3,977−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −3,838−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −2,806−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,215−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −1,565−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,448−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,246−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |