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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 792 | $203.1K | 0.00% | +371+88.1% | Added |
| Coldstream Capital Management Inc | 814 | $208.9K | 0.00% | +2+0.2% | Added |
| Shell Asset Management Co | 828 | $212.0K | 0.01% | −155−15.8% | Reduced |
| RiverPark Advisors, LLC | 829 | $212.7K | 0.13% | −28−3.3% | Reduced |
| Buckingham Strategic Partners | 832 | $213.5K | 0.00% | +832 | New |
| Quest Partners LLC | 838 | $215.1K | 0.02% | +590+237.9% | Added |
| Nomura Holdings Inc | 847 | $217.4K | 0.00% | +847 | New |
| Wescott Financial Advisory Group, LLC | 853 | $218.9K | 0.02% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 882 | $219.2K | 0.15% | +882 | New |
| Profund Advisors LLC | 856 | $219.7K | 0.01% | −44−4.9% | Reduced |
| Glenview Trust Co | 861 | $221.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 875 | $224.6K | 0.04% | −65−6.9% | Reduced |
| Wallace Advisory Group, LLC | 855 | $228.6K | 0.17% | +855 | New |
| Lazard Asset Management LLC | 902 | $231.0K | 0.00% | +199+28.3% | Added |
| Tower Research Capital LLC (TRC) | 913 | $234.3K | 0.01% | −933−50.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 929 | $238.4K | 0.01% | +18+2.0% | Added |
| Swiss Life Asset Management Ltd | 951 | $244.1K | 0.00% | +951 | New |
| Polymer Capital Management (US) LLC | 951 | $244.1K | 0.04% | +951 | New |
| Kestra Advisory Services, LLC | 953 | $244.6K | 0.00% | −96−9.2% | Reduced |
| Stevens Capital Management LP | 961 | $247.0K | 0.07% | +961 | New |
| KBC Group NV | 971 | $249.0K | 0.00% | −632−39.4% | Reduced |
| Evergreen Capital Management LLC | 973 | $249.7K | 0.01% | −92−8.6% | Reduced |
| Silver Oak Securities, Inc | 974 | $250.0K | 0.02% | −66−6.3% | Reduced |
| Concurrent Investment Advisors, LLC | 975 | $250.2K | 0.00% | +6+0.6% | Added |
| MQS Management LLC | 1,030 | $264.3K | 0.15% | +1,030 | New |
| Seeds Investor LLC | 1,101 | $282.6K | 0.07% | −249−18.4% | Reduced |
| Brinker Capital Investments, LLC | 1,119 | $287.2K | 0.00% | −73−6.1% | Reduced |
| TownSquare Capital, LLC | 1,137 | $291.8K | 0.03% | −19,167−94.4% | Reduced |
| XTX Topco Ltd | 1,157 | $296.9K | 0.01% | −7,321−86.4% | Reduced |
| Brighton Jones LLC | 1,177 | $302.1K | 0.01% | +1,177 | New |
| Aquatic Capital Management LLC | 1,181 | $303.1K | 0.01% | −4,483−79.1% | Reduced |
| CIBC Asset Management Inc | 1,208 | $310.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 1,240 | $318.2K | 0.00% | +1,240 | New |
| Fifth Third Wealth Advisors LLC | 1,257 | $322.6K | 0.01% | +4+0.3% | Added |
| Everence Capital Management Inc | 1,280 | $328.0K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 1,287 | $330.0K | 0.00% | −124−8.8% | Reduced |
| Moneta Group Investment Advisors LLC | 1,318 | $338.2K | 0.00% | +1,318 | New |
| Sigma Planning Corp | 1,328 | $340.8K | 0.01% | +1,328 | New |
| Shelton Capital Management | 1,378 | $353.6K | 0.01% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 1,378 | $353.6K | 0.28% | +1,378 | New |
| Vident Advisory, LLC | 1,414 | $362.9K | 0.00% | −1,580−52.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,416 | $363.1K | 0.00% | +1,416 | New |
| We Are One Seven, LLC | 1,431 | $367.2K | 0.01% | +458+47.1% | Added |
| Machina Capital S.A.S. | 1,438 | $369.0K | 0.08% | +1,438 | New |
| Steward Partners Investment Advisory, LLC | 1,454 | $373.1K | 0.00% | −40−2.7% | Reduced |
| Banque Pictet & Cie SA | 1,455 | $373.4K | 0.00% | −96−6.2% | Reduced |
| Cynosure Management, LLC | 1,469 | $377.0K | 0.04% | +242+19.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,470 | $377.2K | 0.00% | −542−26.9% | Reduced |
| Perbak Capital Partners LLP | 1,496 | $383.9K | 0.09% | +1,496 | New |
| Legacy Wealth Asset Management, LLC | 1,514 | $388.5K | 0.10% | +6+0.4% | Added |
| Sheets Smith Wealth Management | 1,531 | $392.9K | 0.05% | +320+26.4% | Added |
| Pier Capital, LLC | 1,535 | $393.9K | 0.06% | +1,535 | New |
| Susquehanna International Group, LLP | 1,536 | $394.2K | 0.00% | +1,536 | New |
| Pallas Capital Advisors LLC | 1,552 | $398.3K | 0.02% | −160−9.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,557 | $399.6K | 0.03% | −1,580−50.4% | Reduced |
| Park Avenue Securities LLC | 1,591 | $408.0K | 0.00% | +1,591 | New |
| MML Investors Services, LLC | 1,610 | $413.0K | 0.00% | −1,779−52.5% | Reduced |
| Integrated Wealth Concepts LLC | 1,612 | $413.7K | 0.00% | +1,612 | New |
| 111 Capital | 1,616 | $414.7K | 0.07% | +1,616 | New |
| Two Sigma Securities, LLC | 1,625 | $417.0K | 0.05% | +432+36.2% | Added |
| Vestmark Advisory Solutions, Inc. | 1,640 | $420.9K | 0.01% | +795+94.1% | Added |
| Merit Financial Group, LLC | 1,652 | $424.0K | 0.00% | +877+113.2% | Added |
| J2 Capital Management Inc | 1,679 | $430.9K | 0.34% | +1,679 | New |
| Farringdon Capital, Ltd. | 1,701 | $436.5K | 0.15% | +1,701 | New |
| ProShare Advisors LLC | 1,717 | $440.6K | 0.00% | −131−7.1% | Reduced |
| Maryland State Retirement & Pension System | 1,723 | $442.2K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,727 | $443.2K | 0.12% | −200−10.4% | Reduced |
| Skopos Labs, Inc. | 1,732 | $444.5K | 0.06% | +1,633+1,649.5% | Added |
| Axq Capital, LP | 1,810 | $464.5K | 0.15% | +1,810 | New |
| Pacer Advisors, Inc. | 1,870 | $479.9K | 0.00% | +1,870 | New |
| Pier 88 Investment Partners LLC | 1,880 | $482.5K | 0.09% | −13,620−87.9% | Reduced |
| SG Americas Securities, LLC | 1,892 | $486.0K | 0.00% | −7,440−79.7% | Reduced |
| QRG Capital Management, Inc. | 1,918 | $492.2K | 0.00% | +110+6.1% | Added |
| O'Shaughnessy Asset Management, LLC | 1,944 | $498.9K | 0.00% | −97−4.8% | Reduced |
| Captrust Financial Advisors | 1,986 | $509.7K | 0.00% | +497+33.4% | Added |
| Knollwood Investment Advisory, LLC | 2,013 | $516.6K | 0.05% | 00.0% | Unchanged |
| Oak Thistle LLC | 2,098 | $538.4K | 0.08% | +2,098 | New |
| Petrus Trust Company, LTA | 2,145 | $550.5K | 0.06% | +1,253+140.5% | Added |
| Portside Wealth Group, LLC | 2,149 | $551.5K | 0.08% | −139−6.1% | Reduced |
| Creative Planning | 2,187 | $561.3K | 0.00% | −497−18.5% | Reduced |
| Leavell Investment Management, Inc. | 2,200 | $564.6K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,219 | $569.5K | 0.00% | −538−19.5% | Reduced |
| Cache Advisors, LLC | 2,250 | $577.4K | 0.16% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,262 | $580.5K | 0.01% | +1,817+408.3% | Added |
| The PNC Financial Services Group, Inc. | 2,296 | $589.2K | 0.00% | −321−12.3% | Reduced |
| CI Private Wealth, LLC | 2,335 | $599.2K | 0.00% | +92+4.1% | Added |
| Guggenheim Capital LLC | 2,418 | $620.5K | 0.01% | −31−1.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,420 | $621.0K | 0.00% | −3,998−62.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,430 | $623.6K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,434 | $624.6K | 0.00% | +690+39.6% | Added |
| Allianz Asset Management GmbH | 2,468 | $633.4K | 0.00% | −332−11.9% | Reduced |
| Keybank National Association | 2,651 | $680.3K | 0.00% | −512−16.2% | Reduced |
| Intrust Bank NA | 2,669 | $684.9K | 0.06% | +451+20.3% | Added |
| Vestcor Inc | 2,730 | $701.0K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 2,736 | $702.1K | 0.10% | +1,099+67.1% | Added |
| Rathbone Brothers plc | 2,750 | $705.7K | 0.00% | −250−8.3% | Reduced |
| Colony Group, LLC | 2,769 | $710.6K | 0.00% | +530+23.7% | Added |
| Calamos Advisors LLC | 2,794 | $717.0K | 0.00% | −10,089−78.3% | Reduced |
| Quadrant Capital Group LLC | 2,872 | $737.0K | 0.03% | +82+2.9% | Added |
| Belpointe Asset Management LLC | 2,890 | $741.7K | 0.03% | +154+5.6% | Added |