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, Q1 2025
Institutional positions in Penumbra Inc as of Mar 31, 2025. 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
- 421
- +53 vs. Q4 2024
- Shares held
- 35.1M
- +313.9K (+0.9%) vs. Q4 2024
- Total value
- $9.39B
- +$1.12B (+13.6%) vs. Q4 2024
- New holders
- 92
- 143 more added
- Sold out
- 39
- 132 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| NewSquare Capital LLC | 1 | $267 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 1 | $267 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 1 | $267 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $268 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $275 | 0.00% | +1 | New |
| Cromwell Holdings LLC | 2 | $535 | 0.00% | +2 | New |
| Bare Financial Services, Inc | 2 | $535 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $802 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 3 | $802 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $802 | 0.00% | +2+200.0% | Added |
| Binnacle Investments Inc | 3 | $802 | 0.00% | +3 | New |
| Sachetta, LLC | 3 | $803 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 6 | $1.60K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 8 | $2.14K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 8 | $2.14K | 0.00% | +8 | New |
| Assetmark, Inc | 9 | $2.41K | 0.00% | −5−35.7% | Reduced |
| IFP Advisors, Inc | 10 | $2.67K | 0.00% | +2+25.0% | Added |
| South State Corp. | 10 | $2.67K | 0.00% | +10 | New |
| Aventura Private Wealth, LLC | 11 | $2.94K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 12 | $3.21K | 0.00% | +12 | New |
| Whittier Trust Co of Nevada Inc | 13 | $3.48K | 0.00% | +13 | New |
| Smithfield Trust Co | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 17 | $5.00K | 0.00% | +17 | New |
| Key Financial Inc | 20 | $5.35K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $5.35K | 0.00% | +2+11.1% | Added |
| Sunbelt Securities, Inc. | 21 | $5.62K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 21 | $5.62K | 0.00% | +17+425.0% | Added |
| Creative Financial Designs Inc | 21 | $5.62K | 0.00% | +21 | New |
| Farmers & Merchants Investments Inc | 29 | $7.75K | 0.00% | +13+81.3% | Added |
| Larson Financial Group LLC | 29 | $7.75K | 0.00% | +29 | New |
| Brown Brothers Harriman & Co | 35 | $9.36K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 35 | $9.36K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 40 | $10.7K | 0.00% | +40 | New |
| MCF Advisors LLC | 45 | $12.0K | 0.00% | +45 | New |
| Boston Private Wealth LLC | 49 | $13.1K | 0.00% | +49 | New |
| Sandy Spring Bank | 50 | $13.4K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 50 | $13.4K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 52 | $13.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 53 | $14.2K | 0.00% | +7+15.2% | Added |
| Optiver Holding B.V. | 53 | $14.2K | 0.00% | +53 | New |
| City Holding Co | 57 | $15.2K | 0.00% | +57 | New |
| Beacon Capital Management, LLC | 59 | $15.8K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 60 | $16.0K | 0.00% | +35+140.0% | Added |
| SRS Capital Advisors, Inc. | 78 | $20.9K | 0.00% | −196−71.5% | Reduced |
| Rise Advisors, LLC | 79 | $21.1K | 0.01% | +79 | New |
| J.Safra Asset Management Corp | 81 | $21.7K | 0.00% | +68+523.1% | Added |
| CIBC Private Wealth Group, LLC | 85 | $21.7K | 0.00% | −65−43.3% | Reduced |
| Clearstead Advisors, LLC | 87 | $23.3K | 0.00% | −7−7.4% | Reduced |
| EverSource Wealth Advisors, LLC | 88 | $23.5K | 0.00% | +31+54.4% | Added |
| Parkside Financial Bank & Trust | 94 | $25.1K | 0.00% | +90+2,250.0% | Added |
| Smartleaf Asset Management LLC | 97 | $26.0K | 0.00% | +17+21.3% | Added |
| Skopos Labs, Inc. | 99 | $26.5K | 0.01% | +18+22.2% | Added |
| Banque Transatlantique SA | 100 | $26.7K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 100 | $26.7K | 0.00% | −208−67.5% | Reduced |
| Synergy Investment Management, LLC | 100 | $26.7K | 0.01% | +100 | New |
| First Horizon Advisors, Inc. | 106 | $28.3K | 0.00% | +85+404.8% | Added |
| Massmutual Trust Co FSB | 107 | $28.6K | 0.00% | +17+18.9% | Added |
| Nisa Investment Advisors, LLC | 108 | $28.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 118 | $31.6K | 0.00% | +16+15.7% | Added |
| Huntington National Bank | 119 | $31.8K | 0.00% | −146−55.1% | Reduced |
| Sterling Capital Management LLC | 125 | $33.4K | 0.00% | −471−79.0% | Reduced |
| Covestor Ltd | 132 | $35.0K | 0.02% | +35+36.1% | Added |
| True Wealth Design, LLC | 153 | $40.9K | 0.02% | +9+6.3% | Added |
| Allworth Financial LP | 140 | $41.8K | 0.00% | +6+4.5% | Added |
| Signaturefd, LLC | 162 | $43.3K | 0.00% | −1−0.6% | Reduced |
| CoreCap Advisors, LLC | 174 | $46.5K | 0.00% | +158+987.5% | Added |
| Hurley Capital, LLC | 230 | $61.5K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 246 | $65.8K | 0.00% | +23+10.3% | Added |
| Ronald Blue Trust, Inc. | 248 | $66.3K | 0.00% | +7+2.9% | Added |
| Quest Partners LLC | 248 | $66.3K | 0.01% | +248 | New |
| Northwestern Mutual Wealth Management Co | 260 | $69.5K | 0.00% | +7+2.8% | Added |
| Caitong International Asset Management Co., Ltd | 283 | $75.7K | 0.06% | +283 | New |
| Advisors Asset Management, Inc. | 300 | $80.2K | 0.00% | −108−26.5% | Reduced |
| Versant Capital Management, Inc | 308 | $82.4K | 0.01% | +277+893.5% | Added |
| Principal Securities, Inc. | 357 | $84.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 335 | $89.6K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 372 | $99.5K | 0.01% | +354+1,966.7% | Added |
| Fifth Third Bancorp | 404 | $108.0K | 0.00% | +57+16.4% | Added |
| Umb Bank N A | 404 | $108.0K | 0.00% | +212+110.4% | Added |
| Jones Financial Companies LLLP | 421 | $112.6K | 0.00% | +46+12.3% | Added |
| Raleigh Capital Management Inc. | 422 | $112.8K | 0.05% | +422 | New |
| Farther Finance Advisors, LLC | 445 | $120.7K | 0.00% | +382+606.3% | Added |
| Quent Capital, LLC | 486 | $130.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 500 | $133.7K | 0.01% | −61−10.9% | Reduced |
| Ci Investments Inc. | 641 | $171.0K | 0.00% | −319−33.2% | Reduced |
| Harvest Fund Management Co., Ltd | 648 | $173.0K | 0.01% | +648 | New |
| Lazard Asset Management LLC | 703 | $187.0K | 0.00% | −3,124−81.6% | Reduced |
| GAMMA Investing LLC | 709 | $189.6K | 0.01% | +263+59.0% | Added |
| Forum Financial Management, LP | 762 | $203.8K | 0.00% | +762 | New |
| Merit Financial Group, LLC | 775 | $207.2K | 0.00% | +775 | New |
| SummitTX Capital, L.P. | 777 | $207.8K | 0.01% | +777 | New |
| Milestone Asset Management, LLC | 781 | $208.8K | 0.04% | +781 | New |
| Fielder Capital Group LLC | 781 | $208.8K | 0.06% | +781 | New |
| FSM Wealth Advisors, LLC | 802 | $214.5K | 0.05% | +802 | New |
| Coldstream Capital Management Inc | 812 | $217.1K | 0.00% | +812 | New |