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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 8,789 | $2.89M | 0.04% | +27+0.3% | Added |
| Cerity Partners LLC | 8,742 | $2.87M | 0.00% | +1,597+22.4% | Added |
| Xponance, Inc. | 8,610 | $2.83M | 0.02% | +1,165+15.6% | Added |
| Oak Thistle LLC | 8,429 | $2.77M | 0.27% | +8,429 | New |
| New Age Alpha Advisors, LLC | 8,212 | $2.70M | 0.13% | −160−1.9% | Reduced |
| Diversify Wealth Management, LLC | 8,283 | $2.69M | 0.05% | +3,467+72.0% | Added |
| KLP Kapitalforvaltning AS | 8,180 | $2.69M | 0.01% | −80−1.0% | Reduced |
| Ossiam | 8,076 | $2.65M | 0.05% | +8,076 | New |
| Oregon Public Employees Retirement Fund | 8,057 | $2.65M | 0.03% | +216+2.8% | Added |
| Employees Retirement System of Texas | 7,909 | $2.60M | 0.02% | +160+2.1% | Added |
| Raymond James Financial Inc | 7,841 | $2.57M | 0.00% | −159,920−95.3% | Reduced |
| Lazard Asset Management LLC | 7,832 | $2.57M | 0.00% | +1,052+15.5% | Added |
| New Mexico Educational Retirement Board | 7,800 | $2.56M | 0.08% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,776 | $2.55M | 0.04% | +7,776 | New |
| Wealth Enhancement Advisory Services, LLC | 7,471 | $2.47M | 0.01% | +3,746+100.6% | Added |
| Vazirani Asset Management LLC | 7,500 | $2.46M | 5.68% | +7,500 | New |
| Diversified Trust Co | 7,448 | $2.45M | 0.05% | 00.0% | Unchanged |
| Intech Investment Management LLC | 7,237 | $2.38M | 0.02% | −4,484−38.3% | Reduced |
| DLD Asset Management, LP | 7,230 | $2.37M | 0.24% | +7,230 | New |
| Ameritas Investment Partners, Inc. | 7,227 | $2.37M | 0.07% | +50+0.7% | Added |
| Polar Asset Management Partners Inc. | 7,000 | $2.30M | 0.05% | +7,000 | New |
| Pacer Advisors, Inc. | 6,968 | $2.29M | 0.01% | +984+16.4% | Added |
| US Bancorp | 6,807 | $2.24M | 0.00% | −4,667−40.7% | Reduced |
| Skopos Labs, Inc. | 6,800 | $2.23M | 0.07% | +936+16.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,735 | $2.21M | 0.00% | −1,158−14.7% | Reduced |
| Ieq Capital, LLC | 6,618 | $2.17M | 0.01% | +4,594+227.0% | Added |
| Exome Asset Management LLC | 6,300 | $2.07M | 1.22% | −2,700−30.0% | Reduced |
| Utah Retirement Systems | 6,132 | $2.01M | 0.02% | +41+0.7% | Added |
| P Schoenfeld Asset Management LP | 6,130 | $2.01M | 1.60% | +6,130 | New |
| Illinois Municipal Retirement Fund | 6,076 | $2.00M | 0.03% | −2,720−30.9% | Reduced |
| Advisors Asset Management, Inc. | 6,054 | $1.99M | 0.03% | +1,516+33.4% | Added |
| Pictet Asset Management Holding SA | 5,950 | $1.95M | 0.00% | +486+8.9% | Added |
| Capricorn Fund Managers Ltd | 5,879 | $1.93M | 0.30% | +5,879 | New |
| SBI Okasan Asset Management Co.Ltd. | 5,740 | $1.88M | 0.08% | −900−13.6% | Reduced |
| Guggenheim Capital LLC | 5,576 | $1.83M | 0.01% | +2,070+59.0% | Added |
| S&CO Inc | 5,500 | $1.81M | 0.11% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 5,293 | $1.74M | 0.01% | +5,293 | New |
| Highland Capital Management, LLC | 5,264 | $1.73M | 0.09% | +5,264 | New |
| Scholtz & Company, LLC | 5,178 | $1.70M | 0.87% | −2,804−35.1% | Reduced |
| Blackstone Group Inc. | 5,116 | $1.68M | 0.01% | +5,116 | New |
| Allstate Corp | 5,048 | $1.66M | 0.02% | +5,048 | New |
| Van Eck Associates Corp | 4,962 | $1.63M | 0.00% | −382−7.1% | Reduced |
| Teacher Retirement System of Texas | 4,824 | $1.58M | 0.01% | −3,421−41.5% | Reduced |
| JustInvest LLC | 4,687 | $1.54M | 0.02% | −128−2.7% | Reduced |
| Versor Investments LP | 4,537 | $1.49M | 3.65% | +4,537 | New |
| AlTi Global, Inc. | 4,486 | $1.47M | 0.03% | +7+0.2% | Added |
| Diametric Capital, LP | 4,466 | $1.47M | 0.38% | +4,466 | New |
| Oppenheimer Asset Management Inc. | 4,397 | $1.44M | 0.02% | −1,987−31.1% | Reduced |
| Odyssean, LLC | 4,396 | $1.44M | 0.53% | +1,998+83.3% | Added |
| Keebeck Alpha, LP | 4,389 | $1.44M | 4.39% | +4,389 | New |
| CWM, LLC | 4,243 | $1.39M | 0.00% | −229−5.1% | Reduced |
| Virtu Financial LLC | 4,150 | $1.36M | 0.06% | +1,270+44.1% | Added |
| HighTower Advisors, LLC | 4,093 | $1.34M | 0.00% | +576+16.4% | Added |
| Creative Planning | 4,090 | $1.34M | 0.00% | +106+2.7% | Added |
| State of Alaska, Department of Revenue | 3,895 | $1.28M | 0.01% | +65+1.7% | Added |
| Deutsche Bank AG | 3,793 | $1.25M | 0.00% | −3,527−48.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,787 | $1.24M | 0.00% | +3,787 | New |
| Commerce Bank | 3,786 | $1.24M | 0.01% | −5,983−61.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,716 | $1.22M | 0.37% | −132−3.4% | Reduced |
| Public Employees Retirement Association of Colorado | 3,712 | $1.22M | 0.00% | −66,540−94.7% | Reduced |
| Summit Trail Advisors, LLC | 3,631 | $1.19M | 0.02% | +1,644+82.7% | Added |
| Radnor Capital Management, LLC | 3,550 | $1.17M | 0.17% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 3,523 | $1.16M | 0.14% | +3,523 | New |
| Mercer Global Advisors Inc | 3,222 | $1.06M | 0.00% | +351+12.2% | Added |
| Stifel Financial Corp | 3,178 | $1.04M | 0.00% | −153−4.6% | Reduced |
| Crossmark Global Holdings, Inc. | 3,060 | $1.00M | 0.01% | +552+22.0% | Added |
| Quadrant Capital Group LLC | 3,034 | $996.3K | 0.03% | +54+1.8% | Added |
| Baker Avenue Asset Management, LP | 3,016 | $990.4K | 0.02% | −350−10.4% | Reduced |
| Yorktown Management & Research Co Inc | 3,000 | $985.1K | 0.82% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,901 | $952.6K | 0.04% | 00.0% | Unchanged |
| Kintayl Capital LP | 2,843 | $933.6K | 0.57% | +2,843 | New |
| Exchange Traded Concepts, LLC | 2,833 | $930.3K | 0.01% | −4,751−62.6% | Reduced |
| Equitec Proprietary Markets, LLC | 2,801 | $919.8K | 2.12% | +2,801 | New |
| Federated Hermes, Inc. | 2,743 | $900.7K | 0.00% | +4+0.1% | Added |
| Rathbone Brothers plc | 2,710 | $889.9K | 0.00% | −40−1.5% | Reduced |
| Carlson Capital L P | 2,600 | $853.8K | 0.34% | +2,600 | New |
| VARCOV Co. | 2,598 | $853.1K | 0.32% | +2,598 | New |
| R Squared Ltd | 2,586 | $849.2K | 0.47% | +2,586 | New |
| Moneta Group Investment Advisors LLC | 2,466 | $809.8K | 0.01% | +1,158+88.5% | Added |
| O'Shaughnessy Asset Management, LLC | 2,393 | $785.8K | 0.00% | +551+29.9% | Added |
| The PNC Financial Services Group, Inc. | 2,361 | $775.3K | 0.00% | −115−4.6% | Reduced |
| Ethic Inc. | 2,332 | $765.8K | 0.01% | +434+22.9% | Added |
| Vident Advisory, LLC | 2,302 | $755.9K | 0.01% | +695+43.2% | Added |
| Norden Group LLC | 2,298 | $754.6K | 0.07% | −1,021−30.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,290 | $751.9K | 0.00% | −614−21.1% | Reduced |
| Swiss Life Asset Management Ltd | 2,281 | $749.0K | 0.00% | +553+32.0% | Added |
| Pathstone Holdings, LLC | 2,259 | $741.8K | 0.00% | −655−22.5% | Reduced |
| Cache Advisors, LLC | 2,250 | $738.8K | 0.09% | 00.0% | Unchanged |
| Intrust Bank NA | 2,239 | $735.2K | 0.06% | +474+26.9% | Added |
| Alliance Wealth Advisors, LLC | 2,207 | $724.7K | 0.16% | −832−27.4% | Reduced |
| Leavell Investment Management, Inc. | 2,200 | $722.4K | 0.03% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,163 | $710.3K | 0.10% | −291−11.9% | Reduced |
| Renaissance Technologies LLC | 2,160 | $709.3K | 0.00% | +2,160 | New |
| Evergreen Capital Management LLC | 2,130 | $699.4K | 0.02% | +678+46.7% | Added |
| Gibbs Wealth Management | 2,119 | $695.8K | 0.09% | +1,421+203.6% | Added |
| Jane Street Group, LLC | 2,101 | $689.9K | 0.00% | +405+23.9% | Added |
| Knollwood Investment Advisory, LLC | 2,013 | $661.0K | 0.07% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,928 | $633.1K | 0.12% | +1,928 | New |
| Captrust Financial Advisors | 1,895 | $622.3K | 0.00% | −1,565−45.2% | Reduced |
| Keybank National Association | 1,894 | $621.9K | 0.00% | −1,811−48.9% | Reduced |