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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 288 | $94.6K | 0.00% | +61+26.9% | Added |
| FIL Ltd | 307 | $100.8K | 0.00% | −31,590−99.0% | Reduced |
| Morse Asset Management, Inc | 325 | $106.7K | 0.02% | +200+160.0% | Added |
| Loomis Sayles & Co L P | 358 | $117.6K | 0.00% | −93,279−99.6% | Reduced |
| Brown Brothers Harriman & Co | 373 | $122.5K | 0.00% | +373 | New |
| Corient IA LLC | 440 | $144.5K | 0.14% | +440 | New |
| Umb Bank N A | 455 | $149.4K | 0.00% | +13+2.9% | Added |
| AdvisorNet Financial, Inc | 461 | $151.4K | 0.01% | +140+43.6% | Added |
| Arcadia Investment Management Corp | 500 | $164.2K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 500 | $164.2K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 533 | $175.0K | 0.01% | 00.0% | Unchanged |
| HGC Investment Management Inc. | 534 | $175.3K | 0.04% | +534 | New |
| SRS Capital Advisors, Inc. | 567 | $186.2K | 0.01% | −114−16.7% | Reduced |
| Walleye Trading LLC | 600 | $197.0K | 0.00% | +390+185.7% | Added |
| Sym Financial Corp | 612 | $201.0K | 0.02% | −49−7.4% | Reduced |
| Atria Investments LLC | 619 | $203.3K | 0.00% | +619 | New |
| Moody National Bank Trust Division | 620 | $203.6K | 0.02% | +620 | New |
| Eurizon Capital SGR S.p.A. | 622 | $205.1K | 0.00% | +97+18.5% | Added |
| Private Advisor Group, LLC | 641 | $210.5K | 0.00% | +641 | New |
| First Manhattan Co | 671 | $220.3K | 0.00% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 700 | $229.9K | 0.03% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 703 | $230.8K | 0.04% | +703 | New |
| Atomi Financial Group, Inc. | 735 | $241.3K | 0.01% | +735 | New |
| Commonwealth Equity Services, LLC | 743 | $244.0K | 0.00% | +743 | New |
| Daner Wealth Management, LLC | 766 | $247.3K | 0.15% | −392−33.9% | Reduced |
| Mirabella Financial Services LLP | 790 | $259.4K | 0.03% | −548−41.0% | Reduced |
| Merit Financial Group, LLC | 845 | $277.5K | 0.00% | −23−2.6% | Reduced |
| Sequoia Financial Advisors, LLC | 874 | $287.0K | 0.00% | +874 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 880 | $290.2K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 900 | $295.4K | 0.01% | +900 | New |
| Coldstream Capital Management Inc | 903 | $296.5K | 0.00% | +60+7.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 905 | $297.2K | 0.01% | −1−0.1% | Reduced |
| Engineers Gate Manager LP | 917 | $301.1K | 0.00% | +917 | New |
| Schonfeld Strategic Advisors LLC | 918 | $301.4K | 0.00% | +918 | New |
| AlphaGrep UK Ltd | 921 | $302.4K | 0.09% | +921 | New |
| Colony Group, LLC | 934 | $306.7K | 0.00% | +281+43.0% | Added |
| Concurrent Investment Advisors, LLC | 938 | $308.0K | 0.00% | −727−43.7% | Reduced |
| Brinker Capital Investments, LLC | 952 | $312.6K | 0.00% | −1,282−57.4% | Reduced |
| MML Investors Services, LLC | 965 | $316.9K | 0.00% | −598−38.3% | Reduced |
| Journey Strategic Wealth LLC | 974 | $319.8K | 0.01% | +14+1.5% | Added |
| Profund Advisors LLC | 977 | $320.8K | 0.01% | +103+11.8% | Added |
| Fielder Capital Group LLC | 990 | $325.1K | 0.07% | +10+1.0% | Added |
| Evolve Private Wealth, LLC | 995 | $326.7K | 0.02% | −12−1.2% | Reduced |
| We Are One Seven, LLC | 1,011 | $332.0K | 0.01% | −297−22.7% | Reduced |
| Equitable Holdings, Inc. | 1,114 | $346.4K | 0.00% | −35−3.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,059 | $347.7K | 0.00% | +74+7.5% | Added |
| Pallas Capital Advisors LLC | 1,061 | $348.4K | 0.01% | +4+0.4% | Added |
| Diversify Advisory Services, LLC | 1,090 | $354.1K | 0.05% | −1,802−62.3% | Reduced |
| GAMMA Investing LLC | 1,082 | $355.3K | 0.02% | +188+21.0% | Added |
| North Dakota State Investment Board | 1,093 | $358.9K | 0.02% | −234−17.6% | Reduced |
| Rockefeller Capital Management L.P. | 1,093 | $358.9K | 0.00% | +41+3.9% | Added |
| Park Avenue Securities LLC | 1,103 | $362.0K | 0.00% | −353−24.2% | Reduced |
| KBC Group NV | 1,104 | $363.0K | 0.00% | +133+13.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,150 | $377.6K | 0.00% | +1,150 | New |
| Cambridge Investment Research Advisors, Inc. | 1,166 | $383.0K | 0.00% | +109+10.3% | Added |
| PenderFund Capital Management Ltd. | 1,170 | $384.2K | 0.06% | +1,170 | New |
| Legacy Wealth Asset Management, LLC | 1,200 | $394.0K | 0.10% | −381−24.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 1,203 | $395.0K | 0.00% | +1,203 | New |
| CIBC Asset Management Inc | 1,208 | $396.7K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 1,231 | $404.2K | 0.00% | +1,231 | New |
| Integrated Wealth Concepts LLC | 1,232 | $404.6K | 0.00% | +1,232 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,285 | $419.3K | 0.00% | −163−11.3% | Reduced |
| Everence Capital Management Inc | 1,280 | $420.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 1,301 | $427.2K | 0.01% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,308 | $429.5K | 0.21% | −221−14.5% | Reduced |
| Aviva PLC | 1,327 | $435.7K | 0.00% | −338−20.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,330 | $436.7K | 0.01% | +98+8.0% | Added |
| Tower Research Capital LLC (TRC) | 1,345 | $441.7K | 0.01% | −147−9.9% | Reduced |
| denkapparat Operations GmbH | 1,378 | $452.5K | 0.19% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,382 | $453.8K | 0.00% | +10+0.7% | Added |
| Headlands Technologies LLC | 1,397 | $458.7K | 0.05% | +1,397 | New |
| Seeds Investor LLC | 1,390 | $461.7K | 0.06% | +244+21.3% | Added |
| M&T Bank Corp | 1,431 | $470.3K | 0.00% | +38+2.7% | Added |
| Bessemer Group Inc | 1,465 | $482.0K | 0.00% | −3,278−69.1% | Reduced |
| Alps Advisors Inc | 1,474 | $484.0K | 0.00% | −215−12.7% | Reduced |
| CI Private Wealth, LLC | 1,504 | $492.7K | 0.00% | +75+5.2% | Added |
| ProShare Advisors LLC | 1,573 | $516.5K | 0.00% | +3+0.2% | Added |
| Cetera Investment Advisers | 1,575 | $517.2K | 0.00% | −163−9.4% | Reduced |
| Cannon Global Investment Management, LLC | 1,600 | $525.4K | 1.27% | +1,600 | New |
| Azimuth Capital Investment Management LLC | 1,605 | $527.0K | 0.02% | −64,158−97.6% | Reduced |
| J2 Capital Management Inc | 1,760 | $577.9K | 0.40% | −288−14.1% | Reduced |
| Blair William & Co | 1,806 | $593.0K | 0.00% | −6,504−78.3% | Reduced |
| QRG Capital Management, Inc. | 1,821 | $598.0K | 0.01% | +10+0.6% | Added |
| DnB Asset Management AS | 1,833 | $601.9K | 0.00% | +1,833 | New |
| Maryland State Retirement & Pension System | 1,856 | $609.5K | 0.01% | +133+7.7% | Added |
| Keybank National Association | 1,894 | $621.9K | 0.00% | −1,811−48.9% | Reduced |
| Captrust Financial Advisors | 1,895 | $622.3K | 0.00% | −1,565−45.2% | Reduced |
| Machina Capital S.A.S. | 1,928 | $633.1K | 0.12% | +1,928 | New |
| Knollwood Investment Advisory, LLC | 2,013 | $661.0K | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 2,101 | $689.9K | 0.00% | +405+23.9% | Added |
| Gibbs Wealth Management | 2,119 | $695.8K | 0.09% | +1,421+203.6% | Added |
| Evergreen Capital Management LLC | 2,130 | $699.4K | 0.02% | +678+46.7% | Added |
| Renaissance Technologies LLC | 2,160 | $709.3K | 0.00% | +2,160 | New |
| Portside Wealth Group, LLC | 2,163 | $710.3K | 0.10% | −291−11.9% | Reduced |
| Leavell Investment Management, Inc. | 2,200 | $722.4K | 0.03% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,207 | $724.7K | 0.16% | −832−27.4% | Reduced |
| Intrust Bank NA | 2,239 | $735.2K | 0.06% | +474+26.9% | Added |
| Cache Advisors, LLC | 2,250 | $738.8K | 0.09% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 2,259 | $741.8K | 0.00% | −655−22.5% | Reduced |
| Swiss Life Asset Management Ltd | 2,281 | $749.0K | 0.00% | +553+32.0% | Added |