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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 6,102 | $1.93M | 0.03% | −15,699−72.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,878 | $1.86M | 0.01% | +3,588+156.7% | Added |
| Utah Retirement Systems | 5,806 | $1.83M | 0.02% | −326−5.3% | Reduced |
| Pictet Asset Management Holding SA | 5,793 | $1.83M | 0.00% | −157−2.6% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 5,740 | $1.81M | 0.06% | 00.0% | Unchanged |
| US Bancorp | 5,512 | $1.74M | 0.00% | −1,295−19.0% | Reduced |
| S&CO Inc | 5,500 | $1.74M | 0.10% | 00.0% | Unchanged |
| Blackstone Group Inc. | 5,407 | $1.71M | 0.01% | +291+5.7% | Added |
| Graham Capital Management, L.P. | 5,304 | $1.67M | 0.04% | +5,304 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 5,111 | $1.61M | 0.00% | +1,324+35.0% | Added |
| Pacer Advisors, Inc. | 5,105 | $1.61M | 0.00% | −1,863−26.7% | Reduced |
| Mint Tower Capital Management B.V. | 5,019 | $1.58M | 0.19% | −20,481−80.3% | Reduced |
| MUFG Securities EMEA plc | 5,000 | $1.58M | 0.02% | +5,000 | New |
| Cerity Partners LLC | 4,740 | $1.50M | 0.00% | −4,002−45.8% | Reduced |
| Oak Thistle LLC | 4,718 | $1.49M | 0.14% | −3,711−44.0% | Reduced |
| Summit Trail Advisors, LLC | 4,672 | $1.48M | 0.02% | +1,041+28.7% | Added |
| JustInvest LLC | 4,584 | $1.45M | 0.01% | −103−2.2% | Reduced |
| Keebeck Alpha, LP | 4,389 | $1.39M | 2.88% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,363 | $1.38M | 0.00% | −461−9.6% | Reduced |
| Weiss Asset Management LP | 4,339 | $1.37M | 0.02% | +4,339 | New |
| Deutsche Bank AG | 4,232 | $1.34M | 0.00% | +439+11.6% | Added |
| AlTi Global, Inc. | 4,092 | $1.29M | 0.03% | −394−8.8% | Reduced |
| Virtu Financial LLC | 4,040 | $1.28M | 0.04% | −110−2.7% | Reduced |
| Ossiam | 3,984 | $1.26M | 0.02% | −4,092−50.7% | Reduced |
| Royal Bank of Canada | 3,944 | $1.25M | 0.00% | −35,850−90.1% | Reduced |
| State of Alaska, Department of Revenue | 3,854 | $1.22M | 0.01% | −41−1.1% | Reduced |
| Allstate Corp | 3,812 | $1.20M | 0.01% | −1,236−24.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,810 | $1.20M | 0.00% | −42,466−91.8% | Reduced |
| Commerce Bank | 3,707 | $1.17M | 0.01% | −79−2.1% | Reduced |
| Public Employees Retirement Association of Colorado | 3,686 | $1.16M | 0.00% | −26−0.7% | Reduced |
| Nelson Capital Management, LLC | 3,484 | $1.10M | 0.12% | +3,484 | New |
| Creative Planning | 3,450 | $1.09M | 0.00% | −640−15.6% | Reduced |
| VARCOV Co. | 3,298 | $1.04M | 0.40% | +700+26.9% | Added |
| Radnor Capital Management, LLC | 3,220 | $1.02M | 0.14% | −330−9.3% | Reduced |
| Franklin Resources Inc | 3,171 | $1.00M | 0.00% | −14,198−81.7% | Reduced |
| Exchange Traded Concepts, LLC | 3,166 | $999.7K | 0.00% | +333+11.8% | Added |
| Carlson Capital L P | 3,100 | $978.8K | 0.20% | +500+19.2% | Added |
| Quadrant Capital Group LLC | 3,094 | $976.9K | 0.03% | +60+2.0% | Added |
| Tower Research Capital LLC (TRC) | 3,046 | $961.8K | 0.02% | +1,701+126.5% | Added |
| Federated Hermes, Inc. | 3,039 | $959.6K | 0.00% | +296+10.8% | Added |
| Yorktown Management & Research Co Inc | 3,000 | $947.3K | 0.58% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,972 | $938.4K | 0.02% | −44−1.5% | Reduced |
| Securian Asset Management, Inc | 2,901 | $923.4K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Inc | 2,871 | $906.5K | 0.00% | −4,970−63.4% | Reduced |
| Pathstone Holdings, LLC | 2,777 | $876.8K | 0.00% | +518+22.9% | Added |
| Crossmark Global Holdings, Inc. | 2,763 | $872.4K | 0.01% | −297−9.7% | Reduced |
| LPL Financial LLC | 2,743 | $866.1K | 0.00% | −6,691−70.9% | Reduced |
| Two Sigma Securities, LLC | 2,709 | $855.4K | 0.07% | +2,709 | New |
| HighTower Advisors, LLC | 2,689 | $849.1K | 0.00% | −1,404−34.3% | Reduced |
| Rathbone Brothers plc | 2,680 | $846.2K | 0.00% | −30−1.1% | Reduced |
| Northstar Asset Management LLC | 2,654 | $845.9K | 0.16% | +2,654 | New |
| O'Shaughnessy Asset Management, LLC | 2,676 | $844.9K | 0.00% | +283+11.8% | Added |
| Envestnet Asset Management Inc | 2,659 | $839.6K | 0.00% | −16,637−86.2% | Reduced |
| Ethic Inc. | 2,632 | $831.1K | 0.01% | +300+12.9% | Added |
| PEAK6 LLC | 2,600 | $821.0K | 0.02% | +2,600 | New |
| Swiss Life Asset Management Ltd | 2,523 | $796.6K | 0.00% | +242+10.6% | Added |
| Diversify Wealth Management, LLC | 2,480 | $792.3K | 0.01% | −5,803−70.1% | Reduced |
| Diversify Advisory Services, LLC | 2,480 | $792.3K | 0.01% | +1,390+127.5% | Added |
| The PNC Financial Services Group, Inc. | 2,499 | $789.1K | 0.00% | +138+5.8% | Added |
| Moneta Group Investment Advisors LLC | 2,464 | $778.0K | 0.01% | −2−0.1% | Reduced |
| CWM Advisors, LLC | 2,283 | $720.9K | 0.03% | +2,283 | New |
| Cache Advisors, LLC | 2,250 | $710.4K | 0.06% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,248 | $709.8K | 0.00% | −3,328−59.7% | Reduced |
| Maryland State Retirement & Pension System | 2,220 | $701.0K | 0.01% | +364+19.6% | Added |
| Vident Advisory, LLC | 2,212 | $698.4K | 0.01% | −90−3.9% | Reduced |
| Leavell Investment Management, Inc. | 2,200 | $694.6K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,143 | $676.7K | 0.01% | +13+0.6% | Added |
| Van Eck Associates Corp | 2,073 | $654.5K | 0.00% | −2,889−58.2% | Reduced |
| Knollwood Investment Advisory, LLC | 2,013 | $635.6K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 2,011 | $635.0K | 0.00% | −4,607−69.6% | Reduced |
| Quantbot Technologies LP | 1,999 | $631.2K | 0.02% | −8,819−81.5% | Reduced |
| Boothbay Fund Management, LLC | 1,956 | $617.6K | 0.01% | −17,386−89.9% | Reduced |
| QRG Capital Management, Inc. | 1,849 | $583.8K | 0.00% | +28+1.5% | Added |
| Simplex Trading, LLC | 1,843 | $581.9K | 0.02% | −15,876−89.6% | Reduced |
| DnB Asset Management AS | 1,833 | $578.8K | 0.00% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 1,800 | $568.4K | 1.71% | +200+12.5% | Added |
| Blair William & Co | 1,769 | $558.6K | 0.00% | −37−2.0% | Reduced |
| CI Private Wealth, LLC | 1,757 | $554.9K | 0.00% | +253+16.8% | Added |
| Stifel Financial Corp | 1,739 | $549.1K | 0.00% | −1,439−45.3% | Reduced |
| J2 Capital Management Inc | 1,710 | $539.9K | 0.36% | −50−2.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,692 | $534.2K | 0.00% | +1,456+616.9% | Added |
| Bridgewater Associates, LP | 1,580 | $498.9K | 0.00% | −8,458−84.3% | Reduced |
| ProShare Advisors LLC | 1,552 | $490.0K | 0.00% | −21−1.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,552 | $490.0K | 0.01% | +222+16.7% | Added |
| Azimuth Capital Investment Management LLC | 1,550 | $489.4K | 0.02% | −55−3.4% | Reduced |
| Nykredit A/S | 1,550 | $489.4K | 0.00% | +1,550 | New |
| Prudential Financial Inc | 1,493 | $471.4K | 0.00% | −16,070−91.5% | Reduced |
| Alps Advisors Inc | 1,490 | $470.5K | 0.00% | +16+1.1% | Added |
| Illinois Municipal Retirement Fund | 1,485 | $468.9K | 0.01% | −4,591−75.6% | Reduced |
| Aviva PLC | 1,379 | $435.4K | 0.00% | +52+3.9% | Added |
| Great Lakes Advisors, LLC | 1,363 | $430.4K | 0.00% | −19−1.4% | Reduced |
| Intrust Bank NA | 1,360 | $429.4K | 0.03% | −879−39.3% | Reduced |
| GAMMA Investing LLC | 1,331 | $420.3K | 0.02% | +249+23.0% | Added |
| M&T Bank Corp | 1,314 | $414.8K | 0.00% | −117−8.2% | Reduced |
| Optimize Financial Inc | 1,304 | $411.7K | 0.15% | −4−0.3% | Reduced |
| Sound Capital Solutions LLC | 1,304 | $411.7K | 0.10% | +1,304 | New |
| Shelton Capital Management | 1,301 | $410.8K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 1,280 | $404.0K | 0.02% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,270 | $401.0K | 0.04% | −120−8.6% | Reduced |
| CIBC Asset Management Inc | 1,208 | $381.4K | 0.00% | 00.0% | Unchanged |