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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 1,192 | $318.8K | 0.00% | −58−4.6% | Reduced |
| Concorde Asset Management, LLC | 1,100 | $303.0K | 0.16% | 00.0% | Unchanged |
| Jump Financial, LLC | 1,098 | $293.6K | 0.00% | +1,098 | New |
| Evergreen Capital Management LLC | 1,065 | $284.8K | 0.01% | +123+13.1% | Added |
| Kestra Advisory Services, LLC | 1,049 | $280.5K | 0.00% | +1,049 | New |
| Silver Oak Securities, Inc | 1,040 | $278.3K | 0.03% | +1,040 | New |
| Shell Asset Management Co | 983 | $263.0K | 0.01% | −28−2.8% | Reduced |
| We Are One Seven, LLC | 973 | $260.2K | 0.01% | −761−43.9% | Reduced |
| Concurrent Investment Advisors, LLC | 969 | $259.1K | 0.01% | +969 | New |
| Arcadia Investment Management Corp | 940 | $251.4K | 0.05% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 911 | $243.6K | 0.01% | −26−2.8% | Reduced |
| Change Path, LLC | 901 | $240.9K | 0.01% | +901 | New |
| Profund Advisors LLC | 900 | $240.7K | 0.01% | −26−2.8% | Reduced |
| Petrus Trust Company, LTA | 892 | $238.5K | 0.02% | −2,528−73.9% | Reduced |
| Glenview Trust Co | 861 | $230.2K | 0.00% | +861 | New |
| RiverPark Advisors, LLC | 857 | $229.2K | 0.18% | +857 | New |
| Wescott Financial Advisory Group, LLC | 853 | $228.1K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 845 | $226.0K | 0.01% | +845 | New |
| Walleye Capital LLC | 834 | $223.0K | 0.00% | +834 | New |
| Sanctuary Advisors, LLC | 829 | $221.7K | 0.00% | −510−38.1% | Reduced |
| Atomi Financial Group, Inc. | 828 | $221.4K | 0.01% | +828 | New |
| Coldstream Capital Management Inc | 812 | $217.1K | 0.00% | +812 | New |
| FSM Wealth Advisors, LLC | 802 | $214.5K | 0.05% | +802 | New |
| Milestone Asset Management, LLC | 781 | $208.8K | 0.04% | +781 | New |
| Fielder Capital Group LLC | 781 | $208.8K | 0.06% | +781 | New |
| SummitTX Capital, L.P. | 777 | $207.8K | 0.01% | +777 | New |
| Merit Financial Group, LLC | 775 | $207.2K | 0.00% | +775 | New |
| Forum Financial Management, LP | 762 | $203.8K | 0.00% | +762 | New |
| GAMMA Investing LLC | 709 | $189.6K | 0.01% | +263+59.0% | Added |
| Lazard Asset Management LLC | 703 | $187.0K | 0.00% | −3,124−81.6% | Reduced |
| Harvest Fund Management Co., Ltd | 648 | $173.0K | 0.01% | +648 | New |
| Ci Investments Inc. | 641 | $171.0K | 0.00% | −319−33.2% | Reduced |
| Leonteq Securities AG | 500 | $133.7K | 0.01% | −61−10.9% | Reduced |
| Quent Capital, LLC | 486 | $130.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 445 | $120.7K | 0.00% | +382+606.3% | Added |
| Raleigh Capital Management Inc. | 422 | $112.8K | 0.05% | +422 | New |
| Jones Financial Companies LLLP | 421 | $112.6K | 0.00% | +46+12.3% | 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 |
| Meeder Asset Management Inc | 372 | $99.5K | 0.01% | +354+1,966.7% | Added |
| Park Place Capital Corp | 335 | $89.6K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 357 | $84.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 308 | $82.4K | 0.01% | +277+893.5% | Added |
| Advisors Asset Management, Inc. | 300 | $80.2K | 0.00% | −108−26.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 283 | $75.7K | 0.06% | +283 | New |
| Northwestern Mutual Wealth Management Co | 260 | $69.5K | 0.00% | +7+2.8% | Added |
| Ronald Blue Trust, Inc. | 248 | $66.3K | 0.00% | +7+2.9% | Added |
| Quest Partners LLC | 248 | $66.3K | 0.01% | +248 | New |
| Parallel Advisors, LLC | 246 | $65.8K | 0.00% | +23+10.3% | Added |
| Hurley Capital, LLC | 230 | $61.5K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 174 | $46.5K | 0.00% | +158+987.5% | Added |
| Signaturefd, LLC | 162 | $43.3K | 0.00% | −1−0.6% | Reduced |
| Allworth Financial LP | 140 | $41.8K | 0.00% | +6+4.5% | Added |
| True Wealth Design, LLC | 153 | $40.9K | 0.02% | +9+6.3% | Added |
| Covestor Ltd | 132 | $35.0K | 0.02% | +35+36.1% | Added |
| Sterling Capital Management LLC | 125 | $33.4K | 0.00% | −471−79.0% | Reduced |
| Huntington National Bank | 119 | $31.8K | 0.00% | −146−55.1% | Reduced |
| Lindbrook Capital, LLC | 118 | $31.6K | 0.00% | +16+15.7% | Added |
| Nisa Investment Advisors, LLC | 108 | $28.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 107 | $28.6K | 0.00% | +17+18.9% | Added |
| First Horizon Advisors, Inc. | 106 | $28.3K | 0.00% | +85+404.8% | Added |
| Mather Group, LLC. | 100 | $26.7K | 0.00% | −208−67.5% | Reduced |
| Synergy Investment Management, LLC | 100 | $26.7K | 0.01% | +100 | New |
| Banque Transatlantique SA | 100 | $26.7K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 99 | $26.5K | 0.01% | +18+22.2% | Added |
| Smartleaf Asset Management LLC | 97 | $26.0K | 0.00% | +17+21.3% | Added |
| Parkside Financial Bank & Trust | 94 | $25.1K | 0.00% | +90+2,250.0% | Added |
| EverSource Wealth Advisors, LLC | 88 | $23.5K | 0.00% | +31+54.4% | Added |
| Clearstead Advisors, LLC | 87 | $23.3K | 0.00% | −7−7.4% | Reduced |
| CIBC Private Wealth Group, LLC | 85 | $21.7K | 0.00% | −65−43.3% | Reduced |
| J.Safra Asset Management Corp | 81 | $21.7K | 0.00% | +68+523.1% | Added |
| Rise Advisors, LLC | 79 | $21.1K | 0.01% | +79 | New |
| SRS Capital Advisors, Inc. | 78 | $20.9K | 0.00% | −196−71.5% | Reduced |
| Morse Asset Management, Inc | 60 | $16.0K | 0.00% | +35+140.0% | Added |
| Beacon Capital Management, LLC | 59 | $15.8K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 57 | $15.2K | 0.00% | +57 | New |
| SBI Securities Co., Ltd. | 53 | $14.2K | 0.00% | +7+15.2% | Added |
| Optiver Holding B.V. | 53 | $14.2K | 0.00% | +53 | New |
| Bartlett & Co. Wealth Management LLC | 52 | $13.9K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $13.4K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 50 | $13.4K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 49 | $13.1K | 0.00% | +49 | New |
| MCF Advisors LLC | 45 | $12.0K | 0.00% | +45 | New |
| Harbour Investments, Inc. | 40 | $10.7K | 0.00% | +40 | New |
| MAI Capital Management | 35 | $9.36K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 35 | $9.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 29 | $7.75K | 0.00% | +13+81.3% | Added |
| Larson Financial Group LLC | 29 | $7.75K | 0.00% | +29 | New |
| 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 |
| Key Financial Inc | 20 | $5.35K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $5.35K | 0.00% | +2+11.1% | Added |
| Smithfield Trust Co | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 17 | $5.00K | 0.00% | +17 | New |
| Whittier Trust Co of Nevada Inc | 13 | $3.48K | 0.00% | +13 | New |
| Eastern Bank | 12 | $3.21K | 0.00% | +12 | New |
| Hemington Wealth Management | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 11 | $2.94K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $2.67K | 0.00% | +10 | New |