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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 828 | $221.4K | 0.01% | +828 | New |
| Sanctuary Advisors, LLC | 829 | $221.7K | 0.00% | −510−38.1% | Reduced |
| Walleye Capital LLC | 834 | $223.0K | 0.00% | +834 | New |
| Vestmark Advisory Solutions, Inc. | 845 | $226.0K | 0.01% | +845 | New |
| Wescott Financial Advisory Group, LLC | 853 | $228.1K | 0.02% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 857 | $229.2K | 0.18% | +857 | New |
| Glenview Trust Co | 861 | $230.2K | 0.00% | +861 | New |
| Petrus Trust Company, LTA | 892 | $238.5K | 0.02% | −2,528−73.9% | Reduced |
| Profund Advisors LLC | 900 | $240.7K | 0.01% | −26−2.8% | Reduced |
| Change Path, LLC | 901 | $240.9K | 0.01% | +901 | New |
| Meiji Yasuda Asset Management Co Ltd. | 911 | $243.6K | 0.01% | −26−2.8% | Reduced |
| Arcadia Investment Management Corp | 940 | $251.4K | 0.05% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 969 | $259.1K | 0.01% | +969 | New |
| We Are One Seven, LLC | 973 | $260.2K | 0.01% | −761−43.9% | Reduced |
| Shell Asset Management Co | 983 | $263.0K | 0.01% | −28−2.8% | Reduced |
| Silver Oak Securities, Inc | 1,040 | $278.3K | 0.03% | +1,040 | New |
| Kestra Advisory Services, LLC | 1,049 | $280.5K | 0.00% | +1,049 | New |
| Evergreen Capital Management LLC | 1,065 | $284.8K | 0.01% | +123+13.1% | Added |
| Jump Financial, LLC | 1,098 | $293.6K | 0.00% | +1,098 | New |
| Concorde Asset Management, LLC | 1,100 | $303.0K | 0.16% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 1,192 | $318.8K | 0.00% | −58−4.6% | Reduced |
| Orion Portfolio Solutions, LLC | 1,192 | $318.8K | 0.00% | −58−4.6% | Reduced |
| Two Sigma Securities, LLC | 1,193 | $319.0K | 0.05% | +1,193 | New |
| CIBC Asset Management Inc | 1,208 | $323.0K | 0.00% | +25+2.1% | Added |
| Sheets Smith Wealth Management | 1,211 | $323.8K | 0.04% | +1,211 | New |
| Cynosure Management, LLC | 1,227 | $328.1K | 0.05% | +19+1.6% | Added |
| Fifth Third Wealth Advisors LLC | 1,253 | $335.1K | 0.02% | +3+0.2% | Added |
| Everence Capital Management Inc | 1,280 | $342.0K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,306 | $349.0K | 0.02% | +1,306 | New |
| Fred Alger Management, LLC | 1,342 | $358.9K | 0.00% | −1,646−55.1% | Reduced |
| Seeds Investor LLC | 1,350 | $361.0K | 0.10% | +382+39.5% | Added |
| CAPROCK Group, Inc. | 1,372 | $366.9K | 0.01% | +1,372 | New |
| Shelton Capital Management | 1,378 | $368.5K | 0.01% | −85−5.8% | Reduced |
| HSBC Holdings PLC | 1,401 | $374.7K | 0.00% | +170+13.8% | Added |
| M&T Bank Corp | 1,411 | $377.3K | 0.00% | −149−9.6% | Reduced |
| Covenant Partners, LLC | 1,413 | $377.9K | 0.12% | +505+55.6% | Added |
| Bayforest Capital Ltd | 1,431 | $382.7K | 0.17% | +378+35.9% | Added |
| Atria Investments LLC | 1,448 | $387.2K | 0.00% | +516+55.4% | Added |
| Captrust Financial Advisors | 1,489 | $398.2K | 0.00% | +44+3.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,494 | $399.5K | 0.00% | +1,354+967.1% | Added |
| Legacy Wealth Asset Management, LLC | 1,508 | $403.3K | 0.11% | −61−3.9% | Reduced |
| Banque Pictet & Cie SA | 1,551 | $414.8K | 0.00% | −17,609−91.9% | Reduced |
| Bridgewater Associates, LP | 1,586 | $424.1K | 0.00% | −2,404−60.3% | Reduced |
| KBC Group NV | 1,603 | $429.0K | 0.00% | +158+10.9% | Added |
| Aigen Investment Management, LP | 1,637 | $437.8K | 0.07% | −515−23.9% | Reduced |
| Entropy Technologies, LP | 1,700 | $454.6K | 0.04% | +1,700 | New |
| Pallas Capital Advisors LLC | 1,712 | $457.8K | 0.02% | +604+54.5% | Added |
| Maryland State Retirement & Pension System | 1,723 | $460.7K | 0.01% | −383−18.2% | Reduced |
| Mercer Global Advisors Inc | 1,744 | $466.4K | 0.00% | −16−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,770 | $473.2K | 0.00% | +1,012+133.5% | Added |
| 17 Capital Partners, LLC | 1,771 | $473.6K | 0.30% | +805+83.3% | Added |
| QRG Capital Management, Inc. | 1,808 | $483.5K | 0.01% | +224+14.1% | Added |
| Summit Trail Advisors, LLC | 1,836 | $491.0K | 0.02% | +1,836 | New |
| Tower Research Capital LLC (TRC) | 1,846 | $493.6K | 0.01% | −1,133−38.0% | Reduced |
| ProShare Advisors LLC | 1,848 | $494.2K | 0.00% | −150−7.5% | Reduced |
| Bridgefront Capital, LLC | 1,927 | $515.3K | 0.15% | +1,927 | New |
| Truist Financial Corp | 1,946 | $520.4K | 0.00% | +1,946 | New |
| Winton Group Ltd | 1,964 | $525.2K | 0.03% | −436−18.2% | Reduced |
| Gotham Asset Management, LLC | 2,000 | $534.8K | 0.00% | +843+72.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 2,012 | $538.0K | 0.00% | −855−29.8% | Reduced |
| Knollwood Investment Advisory, LLC | 2,013 | $538.3K | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,041 | $545.8K | 0.00% | +728+55.4% | Added |
| Leavell Investment Management, Inc. | 2,200 | $588.3K | 0.03% | −700−24.1% | Reduced |
| Rhenman & Partners Asset Management AB | 2,200 | $588.3K | 0.07% | +2,200 | New |
| Prudential Financial Inc | 2,452 | $592.4K | 0.00% | +689+39.1% | Added |
| Intrust Bank NA | 2,218 | $593.1K | 0.06% | +2,218 | New |
| Colony Group, LLC | 2,239 | $598.7K | 0.00% | −4,948−68.8% | Reduced |
| CI Private Wealth, LLC | 2,243 | $599.8K | 0.00% | +548+32.3% | Added |
| Cache Advisors, LLC | 2,250 | $601.7K | 0.23% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,288 | $611.8K | 0.10% | +210+10.1% | Added |
| PEAK6 LLC | 2,374 | $634.9K | 0.02% | +2,374 | New |
| China Universal Asset Management Co., Ltd. | 2,414 | $645.5K | 0.06% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,449 | $654.9K | 0.01% | +23+0.9% | Added |
| United Services Automobile Association | 2,452 | $656.1K | 0.02% | +2,452 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,430 | $677.4K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,617 | $699.8K | 0.00% | +331+14.5% | Added |
| Creative Planning | 2,684 | $717.7K | 0.00% | +707+35.8% | Added |
| Vestcor Inc | 2,730 | $730.0K | 0.02% | +2,730 | New |
| Belpointe Asset Management LLC | 2,736 | $731.6K | 0.04% | +2,736 | New |
| Fortis Capital Advisors, LLC | 2,736 | $731.6K | 0.15% | +2,736 | New |
| Diversify Wealth Management, LLC | 2,467 | $732.6K | 0.05% | +822+50.0% | Added |
| Cetera Investment Advisers | 2,757 | $737.2K | 0.00% | +1,000+56.9% | Added |
| Quadrant Capital Group LLC | 2,790 | $746.1K | 0.03% | +2,158+341.5% | Added |
| Allianz Asset Management GmbH | 2,800 | $748.7K | 0.00% | −5,282−65.4% | Reduced |
| Prelude Capital Management, LLC | 2,840 | $759.4K | 0.08% | −712−20.0% | Reduced |
| Crossmark Global Holdings, Inc. | 2,844 | $760.5K | 0.01% | +330+13.1% | Added |
| Abbot Financial Management, Inc. | 2,865 | $766.1K | 0.40% | 00.0% | Unchanged |
| Sheets Smith Investment Management | 2,889 | $772.5K | 0.77% | +2,889 | New |
| Dynamic Technology Lab Private Ltd | 2,900 | $775.0K | 0.11% | −640−18.1% | Reduced |
| Securian Asset Management, Inc | 2,901 | $775.8K | 0.02% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 2,962 | $792.1K | 0.00% | −7,777−72.4% | Reduced |
| Vident Advisory, LLC | 2,994 | $800.6K | 0.01% | +2,101+235.3% | Added |
| Yorktown Management & Research Co Inc | 3,000 | $802.2K | 0.87% | 00.0% | Unchanged |
| Rathbone Brothers plc | 3,000 | $802.2K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 3,009 | $804.6K | 0.00% | +4+0.1% | Added |
| Pinebridge Investments, L.P. | 3,024 | $808.6K | 0.01% | −11,401−79.0% | Reduced |
| Janney Montgomery Scott LLC | 3,031 | $811.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 3,049 | $815.3K | 0.13% | +3,049 | New |
| Mount Yale Investment Advisors, LLC | 3,137 | $838.9K | 0.07% | −626−16.6% | Reduced |
| Bryce Point Capital, LLC | 3,009 | $839.3K | 0.63% | +3,009 | New |