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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northstar Asset Management LLC | 2,654 | $845.9K | 0.16% | +2,654 | New |
| Rathbone Brothers plc | 2,680 | $846.2K | 0.00% | −30−1.1% | Reduced |
| HighTower Advisors, LLC | 2,689 | $849.1K | 0.00% | −1,404−34.3% | Reduced |
| Two Sigma Securities, LLC | 2,709 | $855.4K | 0.07% | +2,709 | New |
| LPL Financial LLC | 2,743 | $866.1K | 0.00% | −6,691−70.9% | Reduced |
| Crossmark Global Holdings, Inc. | 2,763 | $872.4K | 0.01% | −297−9.7% | Reduced |
| Pathstone Holdings, LLC | 2,777 | $876.8K | 0.00% | +518+22.9% | Added |
| Raymond James Financial Inc | 2,871 | $906.5K | 0.00% | −4,970−63.4% | Reduced |
| Securian Asset Management, Inc | 2,901 | $923.4K | 0.03% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,972 | $938.4K | 0.02% | −44−1.5% | Reduced |
| Yorktown Management & Research Co Inc | 3,000 | $947.3K | 0.58% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,039 | $959.6K | 0.00% | +296+10.8% | Added |
| Tower Research Capital LLC (TRC) | 3,046 | $961.8K | 0.02% | +1,701+126.5% | Added |
| Quadrant Capital Group LLC | 3,094 | $976.9K | 0.03% | +60+2.0% | Added |
| Carlson Capital L P | 3,100 | $978.8K | 0.20% | +500+19.2% | Added |
| Exchange Traded Concepts, LLC | 3,166 | $999.7K | 0.00% | +333+11.8% | Added |
| Franklin Resources Inc | 3,171 | $1.00M | 0.00% | −14,198−81.7% | Reduced |
| Radnor Capital Management, LLC | 3,220 | $1.02M | 0.14% | −330−9.3% | Reduced |
| VARCOV Co. | 3,298 | $1.04M | 0.40% | +700+26.9% | Added |
| Creative Planning | 3,450 | $1.09M | 0.00% | −640−15.6% | Reduced |
| Nelson Capital Management, LLC | 3,484 | $1.10M | 0.12% | +3,484 | New |
| Public Employees Retirement Association of Colorado | 3,686 | $1.16M | 0.00% | −26−0.7% | Reduced |
| Commerce Bank | 3,707 | $1.17M | 0.01% | −79−2.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,810 | $1.20M | 0.00% | −42,466−91.8% | Reduced |
| Allstate Corp | 3,812 | $1.20M | 0.01% | −1,236−24.5% | Reduced |
| State of Alaska, Department of Revenue | 3,854 | $1.22M | 0.01% | −41−1.1% | Reduced |
| Royal Bank of Canada | 3,944 | $1.25M | 0.00% | −35,850−90.1% | Reduced |
| Ossiam | 3,984 | $1.26M | 0.02% | −4,092−50.7% | Reduced |
| Virtu Financial LLC | 4,040 | $1.28M | 0.04% | −110−2.7% | Reduced |
| AlTi Global, Inc. | 4,092 | $1.29M | 0.03% | −394−8.8% | Reduced |
| Deutsche Bank AG | 4,232 | $1.34M | 0.00% | +439+11.6% | Added |
| Weiss Asset Management LP | 4,339 | $1.37M | 0.02% | +4,339 | New |
| Teacher Retirement System of Texas | 4,363 | $1.38M | 0.00% | −461−9.6% | Reduced |
| Keebeck Alpha, LP | 4,389 | $1.39M | 2.88% | 00.0% | Unchanged |
| JustInvest LLC | 4,584 | $1.45M | 0.01% | −103−2.2% | Reduced |
| Summit Trail Advisors, LLC | 4,672 | $1.48M | 0.02% | +1,041+28.7% | Added |
| Oak Thistle LLC | 4,718 | $1.49M | 0.14% | −3,711−44.0% | Reduced |
| Cerity Partners LLC | 4,740 | $1.50M | 0.00% | −4,002−45.8% | Reduced |
| MUFG Securities EMEA plc | 5,000 | $1.58M | 0.02% | +5,000 | New |
| Mint Tower Capital Management B.V. | 5,019 | $1.58M | 0.19% | −20,481−80.3% | Reduced |
| Pacer Advisors, Inc. | 5,105 | $1.61M | 0.00% | −1,863−26.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,111 | $1.61M | 0.00% | +1,324+35.0% | Added |
| Graham Capital Management, L.P. | 5,304 | $1.67M | 0.04% | +5,304 | New |
| Blackstone Group Inc. | 5,407 | $1.71M | 0.01% | +291+5.7% | Added |
| S&CO Inc | 5,500 | $1.74M | 0.10% | 00.0% | Unchanged |
| US Bancorp | 5,512 | $1.74M | 0.00% | −1,295−19.0% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 5,740 | $1.81M | 0.06% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 5,793 | $1.83M | 0.00% | −157−2.6% | Reduced |
| Utah Retirement Systems | 5,806 | $1.83M | 0.02% | −326−5.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,878 | $1.86M | 0.01% | +3,588+156.7% | Added |
| Hantz Financial Services, Inc. | 6,102 | $1.93M | 0.03% | −15,699−72.0% | Reduced |
| Polar Asset Management Partners Inc. | 6,112 | $1.93M | 0.04% | −888−12.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,072 | $1.93M | 0.00% | −1,399−18.7% | Reduced |
| Exome Asset Management LLC | 6,300 | $1.99M | 1.23% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 6,482 | $2.05M | 0.17% | −3,497−35.0% | Reduced |
| Versor Investments LP | 6,491 | $2.05M | 4.31% | +1,954+43.1% | Added |
| Point72 Asset Management, L.P. | 6,557 | $2.07M | 0.00% | +6,557 | New |
| USS Investment Management Ltd | 6,600 | $2.08M | 0.01% | +6,600 | New |
| Advisors Asset Management, Inc. | 6,952 | $2.20M | 0.03% | +898+14.8% | Added |
| Diversified Trust Co | 7,190 | $2.27M | 0.04% | −258−3.5% | Reduced |
| Ameritas Investment Partners, Inc. | 7,227 | $2.28M | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,376 | $2.33M | 0.03% | +7,376 | New |
| Advisor Group Holdings, Inc. | 7,409 | $2.34M | 0.00% | −37,822−83.6% | Reduced |
| Gateway Investment Advisers LLC | 7,516 | $2.37M | 0.02% | +7,516 | New |
| Washington Trust Advisors, Inc. | 7,671 | $2.42M | 0.18% | −11,015−58.9% | Reduced |
| New Mexico Educational Retirement Board | 7,800 | $2.46M | 0.06% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 8,040 | $2.54M | 0.11% | −172−2.1% | Reduced |
| Oregon Public Employees Retirement Fund | 8,081 | $2.55M | 0.03% | +24+0.3% | Added |
| Lazard Asset Management LLC | 8,136 | $2.57M | 0.00% | +304+3.9% | Added |
| Fifth Third Bancorp | 8,201 | $2.59M | 0.00% | −1,266−13.4% | Reduced |
| Xponance, Inc. | 8,425 | $2.66M | 0.02% | −185−2.1% | Reduced |
| KLP Kapitalforvaltning AS | 8,460 | $2.67M | 0.01% | +280+3.4% | Added |
| Bank of Montreal | 8,698 | $2.75M | 0.00% | −321−3.6% | Reduced |
| Thrivent Financial for Lutherans | 8,734 | $2.76M | 0.00% | −179,395−95.4% | Reduced |
| Laird Norton Trust Company, LLC | 8,772 | $2.77M | 0.05% | −4,170−32.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,847 | $2.79M | 0.03% | +58+0.7% | Added |
| Thoroughbred Financial Services, LLC | 9,159 | $2.89M | 0.14% | −155−1.7% | Reduced |
| State of Michigan Retirement System | 9,214 | $2.91M | 0.01% | −200−2.1% | Reduced |
| Kintayl Capital LP | 9,251 | $2.92M | 1.41% | +6,408+225.4% | Added |
| Odyssean, LLC | 9,328 | $2.95M | 0.48% | +4,932+112.2% | Added |
| Algert Global LLC | 9,344 | $2.95M | 0.04% | −24,131−72.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,416 | $2.97M | 0.01% | −413−4.2% | Reduced |
| Agf Management Ltd | 9,492 | $3.00M | 0.01% | −1,896−16.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 9,504 | $3.00M | 0.01% | +154+1.6% | Added |
| Mercer Global Advisors Inc | 9,575 | $3.02M | 0.00% | +6,353+197.2% | Added |
| SummitTX Capital, L.P. | 9,861 | $3.11M | 0.08% | −18,161−64.8% | Reduced |
| Jump Financial, LLC | 10,032 | $3.17M | 0.03% | +2,256+29.0% | Added |
| Arizona State Retirement System | 10,308 | $3.25M | 0.02% | +87+0.9% | Added |
| Victory Capital Management Inc | 10,378 | $3.28M | 0.00% | −42,398−80.3% | Reduced |
| Machina Capital S.A.S. | 10,423 | $3.29M | 0.52% | +8,495+440.6% | Added |
| Apollon Wealth Management, LLC | 10,714 | $3.38M | 0.04% | +10,714 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,730 | $3.39M | 0.01% | +3,995+59.3% | Added |
| Public Employees Retirement System of Ohio | 10,939 | $3.45M | 0.01% | −167−1.5% | Reduced |
| Athos Capital Ltd | 11,160 | $3.52M | 1.27% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 11,248 | $3.55M | 0.04% | −681−5.7% | Reduced |
| Sagefield Capital LP | 11,386 | $3.60M | 0.27% | +326+2.9% | Added |
| Louisiana State Employees Retirement System | 11,500 | $3.63M | 0.05% | +100+0.9% | Added |
| R Squared Ltd | 11,502 | $3.63M | 1.91% | +8,916+344.8% | Added |
| Teachers Retirement System of the State of Kentucky | 11,511 | $3.63M | 0.02% | −27,492−70.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,656 | $3.68M | 0.01% | +1,312+12.7% | Added |