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Livermore
Livermore
ZHEN

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 2026

Institutional positions in Penumbra Inc as of Mar 31, 2026. 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
485
+51 vs. Q4 2025
Shares held
33.8M
+936.2K (+2.8%) vs. Q4 2025
Total value
$11.1B
+$879.1M (+8.6%) vs. Q4 2025
New holders
131
152 more added
Sold out
80
139 more reduced

6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 485 institutions
Q1 2021: 273 institutionsQ2 2021: 287 institutionsQ3 2021: 280 institutionsQ4 2021: 279 institutionsQ1 2022: 280 institutionsQ2 2022: 255 institutionsQ3 2022: 261 institutionsQ4 2022: 290 institutionsQ1 2023: 312 institutionsQ2 2023: 364 institutionsQ3 2023: 317 institutionsQ4 2023: 339 institutionsQ1 2024: 342 institutionsQ2 2024: 342 institutionsQ3 2024: 334 institutionsQ4 2024: 372 institutionsQ1 2025: 421 institutionsQ2 2025: 451 institutionsQ3 2025: 421 institutionsQ4 2025: 440 institutionsQ1 2026: 485 institutionsQ2 2026: 451 institutions
Value heldQ1 2026: $11.1B
Q1 2021: $8.40BQ2 2021: $8.17BQ3 2021: $7.94BQ4 2021: $8.72BQ1 2022: $6.71BQ2 2022: $3.91BQ3 2022: $6.06BQ4 2022: $7.67BQ1 2023: $9.74BQ2 2023: $11.8BQ3 2023: $8.01BQ4 2023: $8.66BQ1 2024: $7.52BQ2 2024: $6.40BQ3 2024: $6.85BQ4 2024: $8.30BQ1 2025: $9.39BQ2 2025: $9.18BQ3 2025: $9.19BQ4 2025: $11.4BQ1 2026: $11.1BQ2 2026: $10.8B
Institutions holding PEN and their total value by quarter
QuarterHoldersValue
Q2 2026451$10.8B
Q1 2026485$11.1B
Q4 2025440$11.4B
Q3 2025421$9.19B
Q2 2025451$9.18B
Q1 2025421$9.39B
Q4 2024372$8.30B
Q3 2024334$6.85B
Q2 2024342$6.40B
Q1 2024342$7.52B
Q4 2023339$8.66B
Q3 2023317$8.01B
Q2 2023364$11.8B
Q1 2023312$9.74B
Q4 2022290$7.67B
Q3 2022261$6.06B
Q2 2022255$3.91B
Q1 2022280$6.71B
Q4 2021279$8.72B
Q3 2021280$7.94B
Q2 2021287$8.17B
Q1 2021273$8.40B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q4 2025.

Institutions holding PEN in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Principia Wealth Advisory, LLC1$3280.00%00.0%Unchanged
USA Financial Portformulas Corp1$3280.00%+1New
Operose Advisors LLC1$3280.00%+1New
Manchester Capital Management LLC1$3290.00%00.0%Unchanged
International Assets Investment Management, LLC1$3290.00%00.0%Unchanged
TFC Financial Management1$3290.00%+1New
HighMark Wealth Management LLC2$4920.00%00.0%Unchanged
Harbour Investments, Inc.2$6570.00%+1+100.0%Added
Financial Management Professionals, Inc.3$9850.00%00.0%Unchanged
Cromwell Holdings LLC3$9850.00%00.0%Unchanged
Intentional Wealth Strategies, LLC3$9850.00%+3New
South State Corp.3$9860.00%−10−76.9%Reduced
Capital Advisors, Ltd. LLC4$1.00K0.00%00.0%Unchanged
Avion Wealth4$1.00K0.00%00.0%Unchanged
Horizon Investments, LLC4$1.31K0.00%−14,636−100.0%Reduced
Marquette Asset Management, LLC4$1.31K0.00%00.0%Unchanged
Private Wealth Management Group, LLC4$1.31K0.00%00.0%Unchanged
TD Private Client Wealth LLC5$1.64K0.00%−5−50.0%Reduced
Financial Network Wealth Advisors LLC5$1.64K0.00%00.0%Unchanged
Hughes Financial Services, LLC5$1.64K0.00%+1+25.0%Added
Atlantic Trust, LLC5$1.64K0.00%+5New
Dunhill Financial, LLC5$1.85K0.00%+4+400.0%Added
Cornerstone Financial Management LLC6$1.97K0.00%00.0%Unchanged
Rothschild Investment LLC6$1.97K0.00%+2+50.0%Added
Creative Financial Designs Inc6$1.97K0.00%+3+100.0%Added
Johnson Financial Group, Inc.6$1.97K0.00%00.0%Unchanged
Kilter Group LLC6$1.97K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC6$1.97K0.00%+1+20.0%Added
JPL Wealth Management, LLC6$1.97K0.00%+6New
Roble, Belko & Company, Inc5$2.00K0.00%00.0%Unchanged
CX Institutional5$2.00K0.00%+5New
Advisory Services Network, LLC7$2.30K0.00%+7New
Private Trust Co NA7$2.30K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.8$2.63K0.00%−4−33.3%Reduced
Larson Financial Group LLC8$2.63K0.00%−76−90.5%Reduced
Raffa Wealth Management, LLC8$2.63K0.00%00.0%Unchanged
SHP Wealth Management8$2.63K0.00%+8New
Whittier Trust Co of Nevada Inc9$2.97K0.00%00.0%Unchanged
Bare Financial Services, Inc10$3.28K0.00%+6+150.0%Added
Ancora Advisors, LLC10$3.28K0.00%00.0%Unchanged
Aventura Private Wealth, LLC11$3.61K0.00%00.0%Unchanged
High Note Wealth, LLC12$3.94K0.00%+12New
ZRC Wealth Management, LLC16$5.25K0.00%00.0%Unchanged
Zions Bancorporation, National Association16$5.25K0.00%+12+300.0%Added
IFP Advisors, Inc18$5.91K0.00%+1+5.9%Added
Smithfield Trust Co17$6.00K0.00%00.0%Unchanged
Assetmark, Inc19$6.24K0.00%−5−20.8%Reduced
Owl Creek Wealth Partners LLC19$6.24K0.00%+19New
Key Financial Inc20$6.57K0.00%00.0%Unchanged
CVA Family Office, LLC20$6.57K0.00%00.0%Unchanged
Sunbelt Securities, Inc.21$6.90K0.00%00.0%Unchanged
Fortitude Family Office, LLC23$7.55K0.00%00.0%Unchanged
Versant Capital Management, Inc24$7.88K0.00%+6+33.3%Added
RWM Asset Management, LLC24$7.88K0.00%+24New
Central Trust Co27$8.87K0.00%+25+1,250.0%Added
First Horizon Corp30$9.85K0.00%+6+25.0%Added
SBI Securities Co., Ltd.31$10.2K0.00%−18−36.7%Reduced
Pinnacle Wealth Planning Services, Inc.31$10.2K0.00%+16+106.7%Added
Twin Peaks Wealth Advisors, LLC33$10.8K0.00%+33New
Rossby Financial, LCC33$10.9K0.00%+22+200.0%Added
Farmers & Merchants Investments Inc35$11.5K0.00%00.0%Unchanged
Clearstead Advisors, LLC37$12.2K0.00%−221−85.7%Reduced
Basecamp Wealth Advisors LLC37$12.2K0.00%−2−5.1%Reduced
Danske Bank A/S40$13.1K0.00%−260−86.7%Reduced
Golden State Wealth Management, LLC40$13.1K0.00%−4−9.1%Reduced
Sittner & Nelson, LLC42$13.8K0.01%00.0%Unchanged
Atlantic Union Bankshares Corp50$16.4K0.00%00.0%Unchanged
SMA Capital LLC65$21.3K0.01%+65New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.78$25.6K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co79$25.9K0.00%+9+12.9%Added
Massmutual Trust Co FSB80$26.3K0.00%−3−3.6%Reduced
Cornerstone Planning Group LLC87$28.2K0.00%−28−24.3%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.89$29.2K0.01%−1,692−95.0%Reduced
Keating Financial Advisory Services, Inc.89$29.2K0.00%+3+3.5%Added
Essential Partners LLC98$32.2K0.01%00.0%Unchanged
Banque Transatlantique SA100$32.8K0.00%00.0%Unchanged
Synergy Investment Management, LLC100$32.8K0.01%+100New
Caitong International Asset Management Co., Ltd105$34.5K0.01%+79+303.8%Added
Huntington National Bank107$35.1K0.00%−4−3.6%Reduced
Parkside Financial Bank & Trust109$35.8K0.00%+2+1.9%Added
EverSource Wealth Advisors, LLC111$36.4K0.00%+3+2.8%Added
Nisa Investment Advisors, LLC118$38.7K0.00%+30+34.1%Added
Aster Capital Management (DIFC) Ltd164$43.9K0.01%+164New
Covestor Ltd135$45.0K0.03%−176−56.6%Reduced
Farther Finance Advisors, LLC138$45.4K0.00%−40−22.5%Reduced
MAI Capital Management155$50.9K0.00%+154+15,400.0%Added
Los Angeles Capital Management LLC159$52.2K0.00%−32,483−99.5%Reduced
Mather Group, LLC.167$54.8K0.00%+167New
Park Place Capital Corp180$59.1K0.01%−68−27.4%Reduced
Itau Unibanco Holding S.A.213$69.9K0.00%+7+3.4%Added
Signaturefd, LLC218$71.6K0.00%+47+27.5%Added
Longfellow Investment Management Co LLC223$73.2K0.02%+223New
Ronald Blue Trust, Inc.227$74.5K0.00%00.0%Unchanged
Smartleaf Asset Management LLC229$75.2K0.00%+7+3.2%Added
Hurley Capital, LLC230$75.5K0.04%00.0%Unchanged
Steward Partners Investment Advisory, LLC236$77.5K0.00%+77+48.4%Added
True Wealth Design, LLC251$82.4K0.02%00.0%Unchanged
Quent Capital, LLC260$85.4K0.01%−249−48.9%Reduced
Allworth Financial LP271$89.0K0.00%+9+3.4%Added
Sterling Capital Management LLC273$89.6K0.00%+5+1.9%Added