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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 2,290 | $751.9K | 0.00% | −614−21.1% | Reduced |
| Norden Group LLC | 2,298 | $754.6K | 0.07% | −1,021−30.8% | Reduced |
| Vident Advisory, LLC | 2,302 | $755.9K | 0.01% | +695+43.2% | Added |
| Ethic Inc. | 2,332 | $765.8K | 0.01% | +434+22.9% | Added |
| The PNC Financial Services Group, Inc. | 2,361 | $775.3K | 0.00% | −115−4.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,393 | $785.8K | 0.00% | +551+29.9% | Added |
| Moneta Group Investment Advisors LLC | 2,466 | $809.8K | 0.01% | +1,158+88.5% | Added |
| R Squared Ltd | 2,586 | $849.2K | 0.47% | +2,586 | New |
| VARCOV Co. | 2,598 | $853.1K | 0.32% | +2,598 | New |
| Carlson Capital L P | 2,600 | $853.8K | 0.34% | +2,600 | New |
| Rathbone Brothers plc | 2,710 | $889.9K | 0.00% | −40−1.5% | Reduced |
| Federated Hermes, Inc. | 2,743 | $900.7K | 0.00% | +4+0.1% | Added |
| Equitec Proprietary Markets, LLC | 2,801 | $919.8K | 2.12% | +2,801 | New |
| Exchange Traded Concepts, LLC | 2,833 | $930.3K | 0.01% | −4,751−62.6% | Reduced |
| Kintayl Capital LP | 2,843 | $933.6K | 0.57% | +2,843 | New |
| Securian Asset Management, Inc | 2,901 | $952.6K | 0.04% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 3,000 | $985.1K | 0.82% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,016 | $990.4K | 0.02% | −350−10.4% | Reduced |
| Quadrant Capital Group LLC | 3,034 | $996.3K | 0.03% | +54+1.8% | Added |
| Crossmark Global Holdings, Inc. | 3,060 | $1.00M | 0.01% | +552+22.0% | Added |
| Stifel Financial Corp | 3,178 | $1.04M | 0.00% | −153−4.6% | Reduced |
| Mercer Global Advisors Inc | 3,222 | $1.06M | 0.00% | +351+12.2% | Added |
| Dorsey Wright & Associates | 3,523 | $1.16M | 0.14% | +3,523 | New |
| Radnor Capital Management, LLC | 3,550 | $1.17M | 0.17% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,631 | $1.19M | 0.02% | +1,644+82.7% | Added |
| Public Employees Retirement Association of Colorado | 3,712 | $1.22M | 0.00% | −66,540−94.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,716 | $1.22M | 0.37% | −132−3.4% | Reduced |
| Commerce Bank | 3,786 | $1.24M | 0.01% | −5,983−61.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,787 | $1.24M | 0.00% | +3,787 | New |
| Deutsche Bank AG | 3,793 | $1.25M | 0.00% | −3,527−48.2% | Reduced |
| State of Alaska, Department of Revenue | 3,895 | $1.28M | 0.01% | +65+1.7% | Added |
| Creative Planning | 4,090 | $1.34M | 0.00% | +106+2.7% | Added |
| HighTower Advisors, LLC | 4,093 | $1.34M | 0.00% | +576+16.4% | Added |
| Virtu Financial LLC | 4,150 | $1.36M | 0.06% | +1,270+44.1% | Added |
| CWM, LLC | 4,243 | $1.39M | 0.00% | −229−5.1% | Reduced |
| Keebeck Alpha, LP | 4,389 | $1.44M | 4.39% | +4,389 | New |
| Odyssean, LLC | 4,396 | $1.44M | 0.53% | +1,998+83.3% | Added |
| Oppenheimer Asset Management Inc. | 4,397 | $1.44M | 0.02% | −1,987−31.1% | Reduced |
| Diametric Capital, LP | 4,466 | $1.47M | 0.38% | +4,466 | New |
| AlTi Global, Inc. | 4,486 | $1.47M | 0.03% | +7+0.2% | Added |
| Versor Investments LP | 4,537 | $1.49M | 3.65% | +4,537 | New |
| JustInvest LLC | 4,687 | $1.54M | 0.02% | −128−2.7% | Reduced |
| Teacher Retirement System of Texas | 4,824 | $1.58M | 0.01% | −3,421−41.5% | Reduced |
| Van Eck Associates Corp | 4,962 | $1.63M | 0.00% | −382−7.1% | Reduced |
| Allstate Corp | 5,048 | $1.66M | 0.02% | +5,048 | New |
| Blackstone Group Inc. | 5,116 | $1.68M | 0.01% | +5,116 | New |
| Scholtz & Company, LLC | 5,178 | $1.70M | 0.87% | −2,804−35.1% | Reduced |
| Highland Capital Management, LLC | 5,264 | $1.73M | 0.09% | +5,264 | New |
| Beacon Pointe Advisors, LLC | 5,293 | $1.74M | 0.01% | +5,293 | New |
| S&CO Inc | 5,500 | $1.81M | 0.11% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 5,576 | $1.83M | 0.01% | +2,070+59.0% | Added |
| SBI Okasan Asset Management Co.Ltd. | 5,740 | $1.88M | 0.08% | −900−13.6% | Reduced |
| Capricorn Fund Managers Ltd | 5,879 | $1.93M | 0.30% | +5,879 | New |
| Pictet Asset Management Holding SA | 5,950 | $1.95M | 0.00% | +486+8.9% | Added |
| Advisors Asset Management, Inc. | 6,054 | $1.99M | 0.03% | +1,516+33.4% | Added |
| Illinois Municipal Retirement Fund | 6,076 | $2.00M | 0.03% | −2,720−30.9% | Reduced |
| P Schoenfeld Asset Management LP | 6,130 | $2.01M | 1.60% | +6,130 | New |
| Utah Retirement Systems | 6,132 | $2.01M | 0.02% | +41+0.7% | Added |
| Exome Asset Management LLC | 6,300 | $2.07M | 1.22% | −2,700−30.0% | Reduced |
| Ieq Capital, LLC | 6,618 | $2.17M | 0.01% | +4,594+227.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,735 | $2.21M | 0.00% | −1,158−14.7% | Reduced |
| Skopos Labs, Inc. | 6,800 | $2.23M | 0.07% | +936+16.0% | Added |
| US Bancorp | 6,807 | $2.24M | 0.00% | −4,667−40.7% | Reduced |
| Pacer Advisors, Inc. | 6,968 | $2.29M | 0.01% | +984+16.4% | Added |
| Polar Asset Management Partners Inc. | 7,000 | $2.30M | 0.05% | +7,000 | New |
| Ameritas Investment Partners, Inc. | 7,227 | $2.37M | 0.07% | +50+0.7% | Added |
| DLD Asset Management, LP | 7,230 | $2.37M | 0.24% | +7,230 | New |
| Intech Investment Management LLC | 7,237 | $2.38M | 0.02% | −4,484−38.3% | Reduced |
| Diversified Trust Co | 7,448 | $2.45M | 0.05% | 00.0% | Unchanged |
| Vazirani Asset Management LLC | 7,500 | $2.46M | 5.68% | +7,500 | New |
| Wealth Enhancement Advisory Services, LLC | 7,471 | $2.47M | 0.01% | +3,746+100.6% | Added |
| Jump Financial, LLC | 7,776 | $2.55M | 0.04% | +7,776 | New |
| New Mexico Educational Retirement Board | 7,800 | $2.56M | 0.08% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7,832 | $2.57M | 0.00% | +1,052+15.5% | Added |
| Raymond James Financial Inc | 7,841 | $2.57M | 0.00% | −159,920−95.3% | Reduced |
| Employees Retirement System of Texas | 7,909 | $2.60M | 0.02% | +160+2.1% | Added |
| Oregon Public Employees Retirement Fund | 8,057 | $2.65M | 0.03% | +216+2.8% | Added |
| Ossiam | 8,076 | $2.65M | 0.05% | +8,076 | New |
| KLP Kapitalforvaltning AS | 8,180 | $2.69M | 0.01% | −80−1.0% | Reduced |
| Diversify Wealth Management, LLC | 8,283 | $2.69M | 0.05% | +3,467+72.0% | Added |
| New Age Alpha Advisors, LLC | 8,212 | $2.70M | 0.13% | −160−1.9% | Reduced |
| Oak Thistle LLC | 8,429 | $2.77M | 0.27% | +8,429 | New |
| Xponance, Inc. | 8,610 | $2.83M | 0.02% | +1,165+15.6% | Added |
| Cerity Partners LLC | 8,742 | $2.87M | 0.00% | +1,597+22.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,789 | $2.89M | 0.04% | +27+0.3% | Added |
| Gotham Asset Management, LLC | 8,875 | $2.91M | 0.01% | +8,137+1,102.6% | Added |
| Bank of Montreal | 9,019 | $2.96M | 0.00% | −1,630−15.3% | Reduced |
| Fred Alger Management, LLC | 9,088 | $2.98M | 0.01% | −1,887−17.2% | Reduced |
| Thoroughbred Financial Services, LLC | 9,314 | $3.06M | 0.18% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 9,350 | $3.07M | 0.01% | +9,350 | New |
| State of Michigan Retirement System | 9,414 | $3.09M | 0.02% | +200+2.2% | Added |
| LPL Financial LLC | 9,434 | $3.10M | 0.00% | −2,049−17.8% | Reduced |
| Fifth Third Bancorp | 9,467 | $3.11M | 0.01% | +9,161+2,993.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,829 | $3.23M | 0.02% | +29+0.3% | Added |
| Linden Thomas Advisory Services, LLC | 9,979 | $3.28M | 0.32% | −1,547−13.4% | Reduced |
| Bridgewater Associates, LP | 10,038 | $3.30M | 0.01% | +8,847+742.8% | Added |
| Arizona State Retirement System | 10,221 | $3.36M | 0.02% | −73−0.7% | Reduced |
| STRS Ohio | 10,306 | $3.38M | 0.01% | −1,990−16.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,344 | $3.40M | 0.01% | +2,615+33.8% | Added |
| Quantbot Technologies LP | 10,818 | $3.55M | 0.15% | +10,763+19,569.1% | Added |