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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, Q2 2026

Institutional positions in Penumbra Inc as of Jun 30, 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
451
−24 vs. Q1 2026
Shares held
34.1M
+520.2K (+1.5%) vs. Q1 2026
Total value
$10.8B
−$252.3M (−2.3%) vs. Q1 2026
New holders
45
146 more added
Sold out
69
184 more reduced

10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 451 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 heldQ2 2026: $10.8B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q1 2026.

Institutions holding PEN in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth2$00.00%−2−50.0%Reduced
Private Trust Co NA1$3160.00%−6−85.7%Reduced
Manchester Capital Management LLC1$3160.00%00.0%Unchanged
International Assets Investment Management, LLC1$3160.00%00.0%Unchanged
Principia Wealth Advisory, LLC1$3160.00%00.0%Unchanged
USA Financial Formulas1$3160.00%+1New
Freestone Grove Partners LP1$3160.00%+1New
Sachetta, LLC1$3160.00%+1New
Wealth Enhancement Trust Services, Inc.1$3160.00%+1New
Downshift Financial, LLC1$3160.00%+1New
Planning Strategies Inc.1$3160.00%+1New
HighMark Wealth Management LLC2$4730.00%00.0%Unchanged
SHP Wealth Management2$6320.00%−6−75.0%Reduced
Harbour Investments, Inc.2$6320.00%00.0%Unchanged
Spire Wealth Management2$6320.00%+2New
Activest Wealth Management2$6320.00%+2New
Ares Financial Consulting, LLC2$6320.00%+2New
Silver Grove Financial Group, Inc.2$6320.00%+2New
Financial Management Professionals, Inc.3$9470.00%00.0%Unchanged
South State Corp.3$9480.00%00.0%Unchanged
Cornerstone Planning Group LLC3$9500.00%−84−96.6%Reduced
Capital Advisors, Ltd. LLC4$1.00K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd4$1.26K0.00%−101−96.2%Reduced
First Horizon Corp4$1.26K0.00%−26−86.7%Reduced
Marquette Asset Management, LLC4$1.26K0.00%00.0%Unchanged
Private Wealth Management Group, LLC4$1.26K0.00%00.0%Unchanged
Bellevue Asset Management, LLC5$1.58K0.00%+5New
Retirement Wealth Solutions LLC5$1.58K0.00%−1−16.7%Reduced
Dunhill Financial, LLC5$1.78K0.00%00.0%Unchanged
Larson Financial Group LLC6$1.90K0.00%−2−25.0%Reduced
Johnson Financial Group, Inc.6$1.90K0.00%00.0%Unchanged
JPL Wealth Management, LLC6$1.90K0.00%00.0%Unchanged
Kilter Group LLC6$1.90K0.00%00.0%Unchanged
Creative Financial Designs Inc6$1.90K0.00%00.0%Unchanged
Cornerstone Financial Management LLC6$1.90K0.00%00.0%Unchanged
Cromwell Holdings LLC6$1.90K0.00%+3+100.0%Added
Roble, Belko & Company, Inc5$2.00K0.00%00.0%Unchanged
CX Institutional5$2.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC8$2.53K0.00%00.0%Unchanged
Action Point Financial Planning, LLC8$2.53K0.00%+8New
Essential Partners LLC9$2.84K0.00%−89−90.8%Reduced
Bare Financial Services, Inc9$2.84K0.00%−1−10.0%Reduced
Whittier Trust Co of Nevada Inc9$2.87K0.00%00.0%Unchanged
Ancora Advisors, LLC10$3.16K0.00%00.0%Unchanged
Aventura Private Wealth, LLC11$3.47K0.00%00.0%Unchanged
Atlantic Trust, LLC11$3.47K0.00%+6+120.0%Added
Zions Bancorporation, National Association12$3.79K0.00%−4−25.0%Reduced
CoreCap Advisors, LLC12$3.79K0.00%+12New
Hughes Financial Services, LLC13$4.11K0.00%+8+160.0%Added
Transamerica Financial Advisors, Inc.14$4.42K0.00%+6+75.0%Added
Pinnacle Wealth Planning Services, Inc.15$4.74K0.00%−16−51.6%Reduced
True Wealth Design, LLC15$4.74K0.00%−236−94.0%Reduced
Smithfield Trust Co17$5.00K0.00%00.0%Unchanged
ZRC Wealth Management, LLC16$5.05K0.00%00.0%Unchanged
Versant Capital Management, Inc18$5.68K0.00%−6−25.0%Reduced
TD Private Client Wealth LLC18$5.68K0.00%+13+260.0%Added
Owl Creek Wealth Partners LLC19$6.00K0.00%00.0%Unchanged
Key Financial Inc20$6.32K0.00%00.0%Unchanged
CVA Family Office, LLC20$6.32K0.00%00.0%Unchanged
Assetmark, Inc21$6.63K0.00%+2+10.5%Added
Fortitude Family Office, LLC25$7.89K0.00%+2+8.7%Added
SBI Securities Co., Ltd.29$9.16K0.00%−2−6.5%Reduced
IFP Advisors, Inc34$10.7K0.00%+16+88.9%Added
Farmers & Merchants Investments Inc35$11.1K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC39$12.3K0.00%+2+5.4%Added
Rossby Financial, LCC39$12.3K0.00%+6+18.2%Added
Danske Bank A/S40$12.6K0.00%00.0%Unchanged
Golden State Wealth Management, LLC40$12.6K0.00%00.0%Unchanged
Sittner & Nelson, LLC42$13.3K0.00%00.0%Unchanged
Clearstead Advisors, LLC42$13.3K0.00%+5+13.5%Added
Global Retirement Partners, LLC46$14.5K0.00%+46New
Atlantic Union Bankshares Corp50$15.8K0.00%00.0%Unchanged
Massmutual Trust Co FSB78$24.6K0.00%−2−2.5%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.78$24.6K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.89$28.1K0.01%00.0%Unchanged
Banque Transatlantique SA100$30.2K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.97$30.6K0.00%+8+9.0%Added
EverSource Wealth Advisors, LLC98$30.9K0.00%−13−11.7%Reduced
SMA Capital LLC98$30.9K0.01%+33+50.8%Added
Synergy Investment Management, LLC100$31.6K0.01%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP105$33.2K0.00%−775−88.1%Reduced
Rothschild Investment LLC112$35.4K0.00%+106+1,766.7%Added
Parkside Financial Bank & Trust123$38.8K0.00%+14+12.8%Added
Huntington National Bank125$39.5K0.00%+18+16.8%Added
Harvest Fund Management Co., Ltd140$44.0K0.00%−393−73.7%Reduced
Los Angeles Capital Management LLC159$50.2K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co161$50.8K0.00%+82+103.8%Added
Mather Group, LLC.167$52.7K0.00%00.0%Unchanged
Bessemer Group Inc172$54.0K0.00%−1,293−88.3%Reduced
Signaturefd, LLC172$54.3K0.00%−46−21.1%Reduced
Farther Finance Advisors, LLC175$55.3K0.00%+37+26.8%Added
Harbor Investment Advisory, LLC179$56.5K0.00%+179New
Quent Capital, LLC181$57.2K0.00%−79−30.4%Reduced
Itau Unibanco Holding S.A.213$67.3K0.00%00.0%Unchanged
Allworth Financial LP222$70.1K0.00%−49−18.1%Reduced
Ronald Blue Trust, Inc.227$71.7K0.00%00.0%Unchanged
Smartleaf Asset Management LLC229$72.2K0.00%00.0%Unchanged
Hurley Capital, LLC230$72.6K0.04%00.0%Unchanged
Central Trust Co230$72.6K0.00%+203+751.9%Added
Longfellow Investment Management Co LLC233$73.6K0.02%+10+4.5%Added