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 |
|---|---|---|---|---|---|
| Ridgewood Investments LLC | 50 | $12.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 50 | $12.8K | 0.00% | +50 | New |
| Smartleaf Asset Management LLC | 47 | $12.1K | 0.00% | −50−51.5% | Reduced |
| First Horizon Advisors, Inc. | 42 | $10.8K | 0.00% | −64−60.4% | Reduced |
| Global Retirement Partners, LLC | 36 | $9.24K | 0.00% | +36 | New |
| Farmers & Merchants Investments Inc | 33 | $8.47K | 0.00% | +4+13.8% | Added |
| SRS Capital Advisors, Inc. | 32 | $8.21K | 0.00% | −46−59.0% | Reduced |
| Key Financial Inc | 20 | $5.13K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 20 | $5.13K | 0.00% | +11+122.2% | Added |
| Sunbelt Securities, Inc. | 21 | $4.99K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 20 | $4.97K | 0.00% | +20 | New |
| CVA Family Office, LLC | 18 | $4.62K | 0.00% | −2−10.0% | Reduced |
| Smithfield Trust Co | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 13 | $3.34K | 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 |
| Hemington Wealth Management | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 11 | $2.82K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.57K | 0.00% | +10 | New |
| Ancora Advisors, LLC | 10 | $2.57K | 0.00% | +10 | New |
| South State Corp. | 8 | $2.05K | 0.00% | −2−20.0% | Reduced |
| Raffa Wealth Management, LLC | 8 | $2.05K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 8 | $2.05K | 0.00% | +8 | 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 |
| Private Wealth Management Group, LLC | 4 | $1.03K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 4 | $1.03K | 0.00% | +4 | 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 |
| 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 |
| Bell Investment Advisors, Inc | 2 | $514 | 0.00% | +2 | 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 |
| 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 |
| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | −647−99.8% | Reduced |
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −402,336−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −145,881−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −111,068−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −70,108−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −49,422−100.0% | Sold out |
| Sofinnova Investments, Inc. | 0 | $0 | 0.00% | −42,936−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −42,788−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −36,486−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −21,864−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,849−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −14,912−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,266−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −8,999−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −8,815−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −4,648−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,133−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,375−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −3,009−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,049−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −2,452−100.0% | Sold out |
| China Universal Asset Management Co., Ltd. | 0 | $0 | 0.00% | −2,414−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −2,374−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −1,946−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −1,836−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −1,448−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −1,413−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,306−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −829−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −828−100.0% | Sold out |
| FSM Wealth Advisors, LLC | 0 | $0 | 0.00% | −802−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Synergy Investment Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |