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 |
|---|---|---|---|---|---|
| Point72 Hong Kong Ltd | 4,648 | $1.24M | 0.09% | +4,648 | New |
| Norden Group LLC | 4,638 | $1.24M | 0.14% | −700−13.1% | Reduced |
| State of Alaska, Department of Revenue | 4,495 | $1.20M | 0.01% | +115+2.6% | Added |
| BNP Paribas Arbitrage, SA | 4,483 | $1.20M | 0.00% | −2,040−31.3% | Reduced |
| AlTi Global, Inc. | 4,465 | $1.19M | 0.03% | +20.0% | Added |
| JustInvest LLC | 4,433 | $1.19M | 0.02% | +49+1.1% | Added |
| Engineers Gate Manager LP | 4,318 | $1.15M | 0.02% | +3,078+248.2% | Added |
| Centiva Capital, LP | 4,146 | $1.11M | 0.06% | +4,146 | New |
| Fox Run Management, L.L.C. | 4,133 | $1.11M | 0.17% | +4,133 | New |
| CWM, LLC | 4,072 | $1.09M | 0.00% | −6,257−60.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,040 | $1.08M | 0.37% | −23−0.6% | Reduced |
| Lisanti Capital Growth, LLC | 4,005 | $1.07M | 0.32% | +4,005 | New |
| Federated Hermes, Inc. | 3,634 | $971.8K | 0.00% | −220−5.7% | Reduced |
| Alliance Wealth Advisors, LLC | 3,570 | $954.7K | 0.25% | +288+8.8% | Added |
| Baker Avenue Asset Management, LP | 3,500 | $935.9K | 0.03% | +170+5.1% | Added |
| MML Investors Services, LLC | 3,389 | $906.0K | 0.00% | +1,902+127.9% | Added |
| Jefferies Financial Group Inc. | 3,375 | $902.5K | 0.02% | +175+5.5% | Added |
| Toroso Investments, LLC | 3,365 | $899.8K | 0.01% | −1,606−32.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,251 | $869.4K | 0.00% | +136+4.4% | Added |
| Diversify Advisory Services, LLC | 2,889 | $857.8K | 0.05% | +2,889 | New |
| Keybank National Association | 3,163 | $845.8K | 0.00% | −74−2.3% | Reduced |
| Bryce Point Capital, LLC | 3,009 | $839.3K | 0.63% | +3,009 | New |
| Mount Yale Investment Advisors, LLC | 3,137 | $838.9K | 0.07% | −626−16.6% | Reduced |
| Bayesian Capital Management, LP | 3,049 | $815.3K | 0.13% | +3,049 | New |
| Janney Montgomery Scott LLC | 3,031 | $811.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 3,024 | $808.6K | 0.01% | −11,401−79.0% | Reduced |
| Stifel Financial Corp | 3,009 | $804.6K | 0.00% | +4+0.1% | 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 |
| Vident Advisory, LLC | 2,994 | $800.6K | 0.01% | +2,101+235.3% | Added |
| Neuberger Berman Group LLC | 2,962 | $792.1K | 0.00% | −7,777−72.4% | Reduced |
| Securian Asset Management, Inc | 2,901 | $775.8K | 0.02% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 2,900 | $775.0K | 0.11% | −640−18.1% | Reduced |
| Sheets Smith Investment Management | 2,889 | $772.5K | 0.77% | +2,889 | New |
| Abbot Financial Management, Inc. | 2,865 | $766.1K | 0.40% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,844 | $760.5K | 0.01% | +330+13.1% | Added |
| Prelude Capital Management, LLC | 2,840 | $759.4K | 0.08% | −712−20.0% | Reduced |
| Allianz Asset Management GmbH | 2,800 | $748.7K | 0.00% | −5,282−65.4% | Reduced |
| Quadrant Capital Group LLC | 2,790 | $746.1K | 0.03% | +2,158+341.5% | Added |
| Cetera Investment Advisers | 2,757 | $737.2K | 0.00% | +1,000+56.9% | Added |
| Diversify Wealth Management, LLC | 2,467 | $732.6K | 0.05% | +822+50.0% | Added |
| 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 |
| Vestcor Inc | 2,730 | $730.0K | 0.02% | +2,730 | New |
| Creative Planning | 2,684 | $717.7K | 0.00% | +707+35.8% | Added |
| The PNC Financial Services Group, Inc. | 2,617 | $699.8K | 0.00% | +331+14.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,430 | $677.4K | 0.01% | 00.0% | Unchanged |
| United Services Automobile Association | 2,452 | $656.1K | 0.02% | +2,452 | New |
| Guggenheim Capital LLC | 2,449 | $654.9K | 0.01% | +23+0.9% | Added |
| China Universal Asset Management Co., Ltd. | 2,414 | $645.5K | 0.06% | 00.0% | Unchanged |
| PEAK6 LLC | 2,374 | $634.9K | 0.02% | +2,374 | New |
| Portside Wealth Group, LLC | 2,288 | $611.8K | 0.10% | +210+10.1% | Added |
| Cache Advisors, LLC | 2,250 | $601.7K | 0.23% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 2,243 | $599.8K | 0.00% | +548+32.3% | Added |
| Colony Group, LLC | 2,239 | $598.7K | 0.00% | −4,948−68.8% | Reduced |
| Intrust Bank NA | 2,218 | $593.1K | 0.06% | +2,218 | New |
| Prudential Financial Inc | 2,452 | $592.4K | 0.00% | +689+39.1% | 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 |
| O'Shaughnessy Asset Management, LLC | 2,041 | $545.8K | 0.00% | +728+55.4% | Added |
| Knollwood Investment Advisory, LLC | 2,013 | $538.3K | 0.06% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 2,012 | $538.0K | 0.00% | −855−29.8% | Reduced |
| Gotham Asset Management, LLC | 2,000 | $534.8K | 0.00% | +843+72.9% | Added |
| Winton Group Ltd | 1,964 | $525.2K | 0.03% | −436−18.2% | Reduced |
| Truist Financial Corp | 1,946 | $520.4K | 0.00% | +1,946 | New |
| Bridgefront Capital, LLC | 1,927 | $515.3K | 0.15% | +1,927 | New |
| ProShare Advisors LLC | 1,848 | $494.2K | 0.00% | −150−7.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,846 | $493.6K | 0.01% | −1,133−38.0% | Reduced |
| Summit Trail Advisors, LLC | 1,836 | $491.0K | 0.02% | +1,836 | New |
| QRG Capital Management, Inc. | 1,808 | $483.5K | 0.01% | +224+14.1% | Added |
| 17 Capital Partners, LLC | 1,771 | $473.6K | 0.30% | +805+83.3% | Added |
| Advisor Group Holdings, Inc. | 1,770 | $473.2K | 0.00% | +1,012+133.5% | Added |
| Mercer Global Advisors Inc | 1,744 | $466.4K | 0.00% | −16−0.9% | Reduced |
| Maryland State Retirement & Pension System | 1,723 | $460.7K | 0.01% | −383−18.2% | Reduced |
| Pallas Capital Advisors LLC | 1,712 | $457.8K | 0.02% | +604+54.5% | Added |
| Entropy Technologies, LP | 1,700 | $454.6K | 0.04% | +1,700 | New |
| Aigen Investment Management, LP | 1,637 | $437.8K | 0.07% | −515−23.9% | Reduced |
| KBC Group NV | 1,603 | $429.0K | 0.00% | +158+10.9% | Added |
| Bridgewater Associates, LP | 1,586 | $424.1K | 0.00% | −2,404−60.3% | Reduced |
| Banque Pictet & Cie SA | 1,551 | $414.8K | 0.00% | −17,609−91.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,508 | $403.3K | 0.11% | −61−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,494 | $399.5K | 0.00% | +1,354+967.1% | Added |
| Captrust Financial Advisors | 1,489 | $398.2K | 0.00% | +44+3.0% | Added |
| Atria Investments LLC | 1,448 | $387.2K | 0.00% | +516+55.4% | Added |
| Bayforest Capital Ltd | 1,431 | $382.7K | 0.17% | +378+35.9% | Added |
| Covenant Partners, LLC | 1,413 | $377.9K | 0.12% | +505+55.6% | Added |
| M&T Bank Corp | 1,411 | $377.3K | 0.00% | −149−9.6% | Reduced |
| HSBC Holdings PLC | 1,401 | $374.7K | 0.00% | +170+13.8% | Added |
| Shelton Capital Management | 1,378 | $368.5K | 0.01% | −85−5.8% | Reduced |
| CAPROCK Group, Inc. | 1,372 | $366.9K | 0.01% | +1,372 | New |
| Seeds Investor LLC | 1,350 | $361.0K | 0.10% | +382+39.5% | Added |
| Fred Alger Management, LLC | 1,342 | $358.9K | 0.00% | −1,646−55.1% | Reduced |
| Virtu Financial LLC | 1,306 | $349.0K | 0.02% | +1,306 | New |
| Everence Capital Management Inc | 1,280 | $342.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,253 | $335.1K | 0.02% | +3+0.2% | Added |
| Cynosure Management, LLC | 1,227 | $328.1K | 0.05% | +19+1.6% | Added |
| Sheets Smith Wealth Management | 1,211 | $323.8K | 0.04% | +1,211 | New |
| CIBC Asset Management Inc | 1,208 | $323.0K | 0.00% | +25+2.1% | Added |
| Two Sigma Securities, LLC | 1,193 | $319.0K | 0.05% | +1,193 | New |
| Brinker Capital Investments, LLC | 1,192 | $318.8K | 0.00% | −58−4.6% | Reduced |