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, Q2 2025
Institutional positions in Penumbra Inc as of Jun 30, 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
- 451
- +35 vs. Q1 2025
- Shares held
- 35.8M
- +657.7K (+1.9%) vs. Q1 2025
- Total value
- $9.18B
- −$214.1M (−2.3%) vs. Q1 2025
- New holders
- 87
- 169 more added
- Sold out
- 52
- 138 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | −647−99.8% | Reduced |
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $257 | 0.00% | −28−96.6% | Reduced |
| Manchester Capital Management LLC | 1 | $257 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $257 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1 | $257 | 0.00% | +1 | New |
| Whipplewood Advisors, LLC | 1 | $257 | 0.00% | +1 | New |
| CIBC Private Wealth Group, LLC | 2 | $513 | 0.00% | −83−97.6% | Reduced |
| AdvisorNet Financial, Inc | 2 | $513 | 0.00% | −1−33.3% | Reduced |
| Bare Financial Services, Inc | 2 | $513 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2 | $513 | 0.00% | +2 | New |
| Arlington Trust Co LLC | 2 | $513 | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 2 | $514 | 0.00% | +2 | New |
| Creative Financial Designs Inc | 3 | $770 | 0.00% | −18−85.7% | Reduced |
| Sachetta, LLC | 3 | $770 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $770 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 3 | $770 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 3 | $770 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3 | $770 | 0.00% | +1+50.0% | Added |
| Tortoise Investment Management, LLC | 3 | $770 | 0.00% | +3 | New |
| 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 | $1.03K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 4 | $1.03K | 0.00% | +4 | New |
| Atlantic Trust, LLC | 6 | $1.54K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 6 | $1.54K | 0.00% | +6 | New |
| Kilter Group LLC | 6 | $1.54K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 8 | $2.05K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 8 | $2.05K | 0.00% | +8 | New |
| South State Corp. | 8 | $2.05K | 0.00% | −2−20.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.57K | 0.00% | +10 | New |
| Ancora Advisors, LLC | 10 | $2.57K | 0.00% | +10 | New |
| Aventura Private Wealth, LLC | 11 | $2.82K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 12 | $3.08K | 0.00% | −9−42.9% | Reduced |
| Eastern Bank | 12 | $3.08K | 0.00% | 00.0% | Unchanged |
| Cooksen Wealth, LLC | 12 | $3.08K | 0.00% | +12 | New |
| Whittier Trust Co of Nevada Inc | 13 | $3.34K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 18 | $4.62K | 0.00% | −2−10.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 20 | $4.97K | 0.00% | +20 | New |
| Sunbelt Securities, Inc. | 21 | $4.99K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 20 | $5.13K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 20 | $5.13K | 0.00% | +11+122.2% | Added |
| SRS Capital Advisors, Inc. | 32 | $8.21K | 0.00% | −46−59.0% | Reduced |
| Farmers & Merchants Investments Inc | 33 | $8.47K | 0.00% | +4+13.8% | Added |
| Global Retirement Partners, LLC | 36 | $9.24K | 0.00% | +36 | New |
| First Horizon Advisors, Inc. | 42 | $10.8K | 0.00% | −64−60.4% | Reduced |
| Smartleaf Asset Management LLC | 47 | $12.1K | 0.00% | −50−51.5% | Reduced |
| Ridgewood Investments LLC | 50 | $12.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 50 | $12.8K | 0.00% | +50 | New |
| SBI Securities Co., Ltd. | 51 | $13.1K | 0.00% | −2−3.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 52 | $13.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 53 | $13.6K | 0.00% | +8+17.8% | Added |
| MAI Capital Management | 56 | $14.4K | 0.00% | +21+60.0% | Added |
| Sterling Capital Management LLC | 57 | $14.6K | 0.00% | −68−54.4% | Reduced |
| Beacon Capital Management, LLC | 59 | $15.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78 | $20.0K | 0.00% | −10,577−99.3% | Reduced |
| Optiver Holding B.V. | 78 | $20.0K | 0.00% | +25+47.2% | Added |
| Rise Advisors, LLC | 79 | $20.3K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 79 | $20.3K | 0.00% | +79 | New |
| J.Safra Asset Management Corp | 81 | $20.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 88 | $22.6K | 0.00% | −20−18.5% | Reduced |
| Massmutual Trust Co FSB | 94 | $24.1K | 0.00% | −13−12.1% | Reduced |
| Banque Transatlantique SA | 100 | $25.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 117 | $30.0K | 0.02% | −15−11.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 117 | $30.1K | 0.00% | +117 | New |
| Huntington National Bank | 119 | $30.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 145 | $37.2K | 0.01% | −163−52.9% | Reduced |
| True Wealth Design, LLC | 150 | $38.5K | 0.01% | −3−2.0% | Reduced |
| Advisors Asset Management, Inc. | 151 | $38.8K | 0.00% | −149−49.7% | Reduced |
| Parkside Financial Bank & Trust | 160 | $41.1K | 0.00% | +66+70.2% | Added |
| Signaturefd, LLC | 164 | $42.1K | 0.00% | +2+1.2% | Added |
| Walleye Trading LLC | 166 | $42.6K | 0.00% | +166 | New |
| Allworth Financial LP | 177 | $45.4K | 0.00% | +37+26.4% | Added |
| Quarry LP | 181 | $46.5K | 0.01% | +181 | New |
| Parallel Advisors, LLC | 218 | $55.9K | 0.00% | −28−11.4% | Reduced |
| Hurley Capital, LLC | 230 | $59.0K | 0.04% | 00.0% | Unchanged |
| Essential Partners LLC | 245 | $62.9K | 0.03% | +245 | New |
| State of Wyoming | 249 | $63.9K | 0.01% | +249 | New |
| EverSource Wealth Advisors, LLC | 272 | $69.8K | 0.00% | +184+209.1% | Added |
| Northwestern Mutual Wealth Management Co | 281 | $72.1K | 0.00% | +21+8.1% | Added |
| Ronald Blue Trust, Inc. | 284 | $72.9K | 0.00% | +36+14.5% | Added |
| Park Place Capital Corp | 300 | $75.2K | 0.02% | −35−10.4% | Reduced |
| Principal Securities, Inc. | 304 | $78.0K | 0.00% | −53−14.8% | Reduced |
| Danske Bank A/S | 331 | $84.9K | 0.00% | −8,037−96.0% | Reduced |
| Fifth Third Bancorp | 332 | $85.2K | 0.00% | −72−17.8% | Reduced |
| Clearstead Advisors, LLC | 339 | $87.0K | 0.00% | +252+289.7% | Added |
| Spire Wealth Management | 354 | $90.8K | 0.00% | +354 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 372 | $95.0K | 0.00% | +372 | New |
| Bayforest Capital Ltd | 400 | $102.7K | 0.04% | −1,031−72.0% | Reduced |
| Umb Bank N A | 421 | $108.0K | 0.00% | +17+4.2% | Added |
| Leonteq Securities AG | 500 | $128.3K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 607 | $156.0K | 0.00% | −34−5.3% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 620 | $159.2K | 0.28% | +620 | New |
| Aster Capital Management (DIFC) Ltd | 646 | $165.8K | 0.04% | +646 | New |
| IFP Advisors, Inc | 670 | $171.9K | 0.00% | +660+6,600.0% | Added |
| GAMMA Investing LLC | 761 | $195.3K | 0.01% | +52+7.3% | Added |
| Fielder Capital Group LLC | 787 | $202.0K | 0.05% | +6+0.8% | Added |
| Milestone Asset Management, LLC | 790 | $202.7K | 0.04% | +9+1.2% | Added |