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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 1,531 | $392.9K | 0.05% | +320+26.4% | Added |
| Legacy Wealth Asset Management, LLC | 1,514 | $388.5K | 0.10% | +6+0.4% | Added |
| Perbak Capital Partners LLP | 1,496 | $383.9K | 0.09% | +1,496 | New |
| Envestnet Portfolio Solutions, Inc. | 1,470 | $377.2K | 0.00% | −542−26.9% | Reduced |
| Cynosure Management, LLC | 1,469 | $377.0K | 0.04% | +242+19.7% | Added |
| Banque Pictet & Cie SA | 1,455 | $373.4K | 0.00% | −96−6.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,454 | $373.1K | 0.00% | −40−2.7% | Reduced |
| Machina Capital S.A.S. | 1,438 | $369.0K | 0.08% | +1,438 | New |
| We Are One Seven, LLC | 1,431 | $367.2K | 0.01% | +458+47.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,416 | $363.1K | 0.00% | +1,416 | New |
| Vident Advisory, LLC | 1,414 | $362.9K | 0.00% | −1,580−52.8% | Reduced |
| Shelton Capital Management | 1,378 | $353.6K | 0.01% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 1,378 | $353.6K | 0.28% | +1,378 | New |
| Sigma Planning Corp | 1,328 | $340.8K | 0.01% | +1,328 | New |
| Moneta Group Investment Advisors LLC | 1,318 | $338.2K | 0.00% | +1,318 | New |
| M&T Bank Corp | 1,287 | $330.0K | 0.00% | −124−8.8% | Reduced |
| Everence Capital Management Inc | 1,280 | $328.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,257 | $322.6K | 0.01% | +4+0.3% | Added |
| Equitable Holdings, Inc. | 1,240 | $318.2K | 0.00% | +1,240 | New |
| CIBC Asset Management Inc | 1,208 | $310.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,181 | $303.1K | 0.01% | −4,483−79.1% | Reduced |
| Brighton Jones LLC | 1,177 | $302.1K | 0.01% | +1,177 | New |
| XTX Topco Ltd | 1,157 | $296.9K | 0.01% | −7,321−86.4% | Reduced |
| TownSquare Capital, LLC | 1,137 | $291.8K | 0.03% | −19,167−94.4% | Reduced |
| Brinker Capital Investments, LLC | 1,119 | $287.2K | 0.00% | −73−6.1% | Reduced |
| Seeds Investor LLC | 1,101 | $282.6K | 0.07% | −249−18.4% | Reduced |
| MQS Management LLC | 1,030 | $264.3K | 0.15% | +1,030 | New |
| Concurrent Investment Advisors, LLC | 975 | $250.2K | 0.00% | +6+0.6% | Added |
| Silver Oak Securities, Inc | 974 | $250.0K | 0.02% | −66−6.3% | Reduced |
| Evergreen Capital Management LLC | 973 | $249.7K | 0.01% | −92−8.6% | Reduced |
| KBC Group NV | 971 | $249.0K | 0.00% | −632−39.4% | Reduced |
| Stevens Capital Management LP | 961 | $247.0K | 0.07% | +961 | New |
| Kestra Advisory Services, LLC | 953 | $244.6K | 0.00% | −96−9.2% | Reduced |
| Swiss Life Asset Management Ltd | 951 | $244.1K | 0.00% | +951 | New |
| Polymer Capital Management (US) LLC | 951 | $244.1K | 0.04% | +951 | New |
| Meiji Yasuda Asset Management Co Ltd. | 929 | $238.4K | 0.01% | +18+2.0% | Added |
| Tower Research Capital LLC (TRC) | 913 | $234.3K | 0.01% | −933−50.5% | Reduced |
| Lazard Asset Management LLC | 902 | $231.0K | 0.00% | +199+28.3% | Added |
| Wallace Advisory Group, LLC | 855 | $228.6K | 0.17% | +855 | New |
| Arcadia Investment Management Corp | 875 | $224.6K | 0.04% | −65−6.9% | Reduced |
| Glenview Trust Co | 861 | $221.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 856 | $219.7K | 0.01% | −44−4.9% | Reduced |
| Daner Wealth Management, LLC | 882 | $219.2K | 0.15% | +882 | New |
| Wescott Financial Advisory Group, LLC | 853 | $218.9K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 847 | $217.4K | 0.00% | +847 | New |
| Quest Partners LLC | 838 | $215.1K | 0.02% | +590+237.9% | Added |
| Buckingham Strategic Partners | 832 | $213.5K | 0.00% | +832 | New |
| RiverPark Advisors, LLC | 829 | $212.7K | 0.13% | −28−3.3% | Reduced |
| Shell Asset Management Co | 828 | $212.0K | 0.01% | −155−15.8% | Reduced |
| Coldstream Capital Management Inc | 814 | $208.9K | 0.00% | +2+0.2% | Added |
| Jones Financial Companies LLLP | 792 | $203.1K | 0.00% | +371+88.1% | Added |
| Milestone Asset Management, LLC | 790 | $202.7K | 0.04% | +9+1.2% | Added |
| Fielder Capital Group LLC | 787 | $202.0K | 0.05% | +6+0.8% | Added |
| GAMMA Investing LLC | 761 | $195.3K | 0.01% | +52+7.3% | Added |
| IFP Advisors, Inc | 670 | $171.9K | 0.00% | +660+6,600.0% | Added |
| Aster Capital Management (DIFC) Ltd | 646 | $165.8K | 0.04% | +646 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 620 | $159.2K | 0.28% | +620 | New |
| Ci Investments Inc. | 607 | $156.0K | 0.00% | −34−5.3% | Reduced |
| Leonteq Securities AG | 500 | $128.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 421 | $108.0K | 0.00% | +17+4.2% | Added |
| Bayforest Capital Ltd | 400 | $102.7K | 0.04% | −1,031−72.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 372 | $95.0K | 0.00% | +372 | New |
| Spire Wealth Management | 354 | $90.8K | 0.00% | +354 | New |
| Clearstead Advisors, LLC | 339 | $87.0K | 0.00% | +252+289.7% | Added |
| Fifth Third Bancorp | 332 | $85.2K | 0.00% | −72−17.8% | Reduced |
| Danske Bank A/S | 331 | $84.9K | 0.00% | −8,037−96.0% | Reduced |
| Principal Securities, Inc. | 304 | $78.0K | 0.00% | −53−14.8% | Reduced |
| Park Place Capital Corp | 300 | $75.2K | 0.02% | −35−10.4% | Reduced |
| Ronald Blue Trust, Inc. | 284 | $72.9K | 0.00% | +36+14.5% | Added |
| Northwestern Mutual Wealth Management Co | 281 | $72.1K | 0.00% | +21+8.1% | Added |
| EverSource Wealth Advisors, LLC | 272 | $69.8K | 0.00% | +184+209.1% | Added |
| State of Wyoming | 249 | $63.9K | 0.01% | +249 | New |
| Essential Partners LLC | 245 | $62.9K | 0.03% | +245 | New |
| Hurley Capital, LLC | 230 | $59.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 218 | $55.9K | 0.00% | −28−11.4% | Reduced |
| Quarry LP | 181 | $46.5K | 0.01% | +181 | New |
| Allworth Financial LP | 177 | $45.4K | 0.00% | +37+26.4% | Added |
| Walleye Trading LLC | 166 | $42.6K | 0.00% | +166 | New |
| Signaturefd, LLC | 164 | $42.1K | 0.00% | +2+1.2% | Added |
| Parkside Financial Bank & Trust | 160 | $41.1K | 0.00% | +66+70.2% | Added |
| Advisors Asset Management, Inc. | 151 | $38.8K | 0.00% | −149−49.7% | Reduced |
| True Wealth Design, LLC | 150 | $38.5K | 0.01% | −3−2.0% | Reduced |
| Versant Capital Management, Inc | 145 | $37.2K | 0.01% | −163−52.9% | Reduced |
| Huntington National Bank | 119 | $30.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 117 | $30.1K | 0.00% | +117 | New |
| Covestor Ltd | 117 | $30.0K | 0.02% | −15−11.4% | Reduced |
| Banque Transatlantique SA | 100 | $25.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 94 | $24.1K | 0.00% | −13−12.1% | Reduced |
| Nisa Investment Advisors, LLC | 88 | $22.6K | 0.00% | −20−18.5% | Reduced |
| J.Safra Asset Management Corp | 81 | $20.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 79 | $20.3K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 79 | $20.3K | 0.00% | +79 | New |
| 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 |
| Beacon Capital Management, LLC | 59 | $15.1K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 57 | $14.6K | 0.00% | −68−54.4% | Reduced |
| MAI Capital Management | 56 | $14.4K | 0.00% | +21+60.0% | Added |
| MCF Advisors LLC | 53 | $13.6K | 0.00% | +8+17.8% | Added |
| Bartlett & Co. Wealth Management LLC | 52 | $13.3K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 51 | $13.1K | 0.00% | −2−3.8% | Reduced |