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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 1,856 | $609.5K | 0.01% | +133+7.7% | Added |
| DnB Asset Management AS | 1,833 | $601.9K | 0.00% | +1,833 | New |
| QRG Capital Management, Inc. | 1,821 | $598.0K | 0.01% | +10+0.6% | Added |
| Blair William & Co | 1,806 | $593.0K | 0.00% | −6,504−78.3% | Reduced |
| J2 Capital Management Inc | 1,760 | $577.9K | 0.40% | −288−14.1% | Reduced |
| Azimuth Capital Investment Management LLC | 1,605 | $527.0K | 0.02% | −64,158−97.6% | Reduced |
| Cannon Global Investment Management, LLC | 1,600 | $525.4K | 1.27% | +1,600 | New |
| Cetera Investment Advisers | 1,575 | $517.2K | 0.00% | −163−9.4% | Reduced |
| ProShare Advisors LLC | 1,573 | $516.5K | 0.00% | +3+0.2% | Added |
| CI Private Wealth, LLC | 1,504 | $492.7K | 0.00% | +75+5.2% | Added |
| Alps Advisors Inc | 1,474 | $484.0K | 0.00% | −215−12.7% | Reduced |
| Bessemer Group Inc | 1,465 | $482.0K | 0.00% | −3,278−69.1% | Reduced |
| M&T Bank Corp | 1,431 | $470.3K | 0.00% | +38+2.7% | Added |
| Seeds Investor LLC | 1,390 | $461.7K | 0.06% | +244+21.3% | Added |
| Headlands Technologies LLC | 1,397 | $458.7K | 0.05% | +1,397 | New |
| Great Lakes Advisors, LLC | 1,382 | $453.8K | 0.00% | +10+0.7% | Added |
| denkapparat Operations GmbH | 1,378 | $452.5K | 0.19% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,345 | $441.7K | 0.01% | −147−9.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,330 | $436.7K | 0.01% | +98+8.0% | Added |
| Aviva PLC | 1,327 | $435.7K | 0.00% | −338−20.3% | Reduced |
| Optimize Financial Inc | 1,308 | $429.5K | 0.21% | −221−14.5% | Reduced |
| Shelton Capital Management | 1,301 | $427.2K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 1,280 | $420.0K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,285 | $419.3K | 0.00% | −163−11.3% | Reduced |
| Integrated Wealth Concepts LLC | 1,232 | $404.6K | 0.00% | +1,232 | New |
| Truist Financial Corp | 1,231 | $404.2K | 0.00% | +1,231 | New |
| CIBC Asset Management Inc | 1,208 | $396.7K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 1,203 | $395.0K | 0.00% | +1,203 | New |
| Legacy Wealth Asset Management, LLC | 1,200 | $394.0K | 0.10% | −381−24.1% | Reduced |
| PenderFund Capital Management Ltd. | 1,170 | $384.2K | 0.06% | +1,170 | New |
| Cambridge Investment Research Advisors, Inc. | 1,166 | $383.0K | 0.00% | +109+10.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,150 | $377.6K | 0.00% | +1,150 | New |
| KBC Group NV | 1,104 | $363.0K | 0.00% | +133+13.7% | Added |
| Park Avenue Securities LLC | 1,103 | $362.0K | 0.00% | −353−24.2% | Reduced |
| 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 |
| GAMMA Investing LLC | 1,082 | $355.3K | 0.02% | +188+21.0% | Added |
| Diversify Advisory Services, LLC | 1,090 | $354.1K | 0.05% | −1,802−62.3% | Reduced |
| Pallas Capital Advisors LLC | 1,061 | $348.4K | 0.01% | +4+0.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,059 | $347.7K | 0.00% | +74+7.5% | Added |
| Equitable Holdings, Inc. | 1,114 | $346.4K | 0.00% | −35−3.0% | Reduced |
| We Are One Seven, LLC | 1,011 | $332.0K | 0.01% | −297−22.7% | Reduced |
| Evolve Private Wealth, LLC | 995 | $326.7K | 0.02% | −12−1.2% | Reduced |
| Fielder Capital Group LLC | 990 | $325.1K | 0.07% | +10+1.0% | Added |
| Profund Advisors LLC | 977 | $320.8K | 0.01% | +103+11.8% | Added |
| Journey Strategic Wealth LLC | 974 | $319.8K | 0.01% | +14+1.5% | Added |
| MML Investors Services, LLC | 965 | $316.9K | 0.00% | −598−38.3% | Reduced |
| Brinker Capital Investments, LLC | 952 | $312.6K | 0.00% | −1,282−57.4% | Reduced |
| Concurrent Investment Advisors, LLC | 938 | $308.0K | 0.00% | −727−43.7% | Reduced |
| Colony Group, LLC | 934 | $306.7K | 0.00% | +281+43.0% | Added |
| AlphaGrep UK Ltd | 921 | $302.4K | 0.09% | +921 | New |
| Schonfeld Strategic Advisors LLC | 918 | $301.4K | 0.00% | +918 | New |
| Engineers Gate Manager LP | 917 | $301.1K | 0.00% | +917 | New |
| Meiji Yasuda Asset Management Co Ltd. | 905 | $297.2K | 0.01% | −1−0.1% | Reduced |
| Coldstream Capital Management Inc | 903 | $296.5K | 0.00% | +60+7.1% | Added |
| Mount Yale Investment Advisors, LLC | 900 | $295.4K | 0.01% | +900 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 880 | $290.2K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 874 | $287.0K | 0.00% | +874 | New |
| Merit Financial Group, LLC | 845 | $277.5K | 0.00% | −23−2.6% | Reduced |
| Mirabella Financial Services LLP | 790 | $259.4K | 0.03% | −548−41.0% | Reduced |
| Daner Wealth Management, LLC | 766 | $247.3K | 0.15% | −392−33.9% | Reduced |
| Commonwealth Equity Services, LLC | 743 | $244.0K | 0.00% | +743 | New |
| Atomi Financial Group, Inc. | 735 | $241.3K | 0.01% | +735 | New |
| VisionPoint Advisory Group, LLC | 703 | $230.8K | 0.04% | +703 | New |
| Fiduciary Financial Group, LLC | 700 | $229.9K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 671 | $220.3K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 641 | $210.5K | 0.00% | +641 | New |
| Eurizon Capital SGR S.p.A. | 622 | $205.1K | 0.00% | +97+18.5% | Added |
| Moody National Bank Trust Division | 620 | $203.6K | 0.02% | +620 | New |
| Atria Investments LLC | 619 | $203.3K | 0.00% | +619 | New |
| Sym Financial Corp | 612 | $201.0K | 0.02% | −49−7.4% | Reduced |
| Walleye Trading LLC | 600 | $197.0K | 0.00% | +390+185.7% | Added |
| SRS Capital Advisors, Inc. | 567 | $186.2K | 0.01% | −114−16.7% | Reduced |
| HGC Investment Management Inc. | 534 | $175.3K | 0.04% | +534 | New |
| Harvest Fund Management Co., Ltd | 533 | $175.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 500 | $164.2K | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 500 | $164.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 461 | $151.4K | 0.01% | +140+43.6% | Added |
| Umb Bank N A | 455 | $149.4K | 0.00% | +13+2.9% | Added |
| Corient IA LLC | 440 | $144.5K | 0.14% | +440 | New |
| Brown Brothers Harriman & Co | 373 | $122.5K | 0.00% | +373 | New |
| Loomis Sayles & Co L P | 358 | $117.6K | 0.00% | −93,279−99.6% | Reduced |
| Morse Asset Management, Inc | 325 | $106.7K | 0.02% | +200+160.0% | Added |
| FIL Ltd | 307 | $100.8K | 0.00% | −31,590−99.0% | Reduced |
| Parallel Advisors, LLC | 288 | $94.6K | 0.00% | +61+26.9% | Added |
| Sterling Capital Management LLC | 273 | $89.6K | 0.00% | +5+1.9% | Added |
| Allworth Financial LP | 271 | $89.0K | 0.00% | +9+3.4% | Added |
| Quent Capital, LLC | 260 | $85.4K | 0.01% | −249−48.9% | Reduced |
| True Wealth Design, LLC | 251 | $82.4K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 236 | $77.5K | 0.00% | +77+48.4% | Added |
| Hurley Capital, LLC | 230 | $75.5K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 229 | $75.2K | 0.00% | +7+3.2% | Added |
| Ronald Blue Trust, Inc. | 227 | $74.5K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 223 | $73.2K | 0.02% | +223 | New |
| Signaturefd, LLC | 218 | $71.6K | 0.00% | +47+27.5% | Added |
| Itau Unibanco Holding S.A. | 213 | $69.9K | 0.00% | +7+3.4% | Added |
| Park Place Capital Corp | 180 | $59.1K | 0.01% | −68−27.4% | Reduced |
| Mather Group, LLC. | 167 | $54.8K | 0.00% | +167 | New |
| Los Angeles Capital Management LLC | 159 | $52.2K | 0.00% | −32,483−99.5% | Reduced |
| MAI Capital Management | 155 | $50.9K | 0.00% | +154+15,400.0% | Added |