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 |
|---|---|---|---|---|---|
| Resona Asset Management Co.,Ltd. | 1,203 | $379.8K | 0.00% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 1,170 | $369.4K | 0.05% | 00.0% | Unchanged |
| Bank of Nova Scotia | 1,169 | $369.1K | 0.00% | −210,651−99.4% | Reduced |
| AlphaGrep UK Ltd | 1,156 | $365.0K | 0.11% | +235+25.5% | Added |
| North Dakota State Investment Board | 1,127 | $355.9K | 0.01% | +34+3.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,108 | $350.0K | 0.00% | −58−5.0% | Reduced |
| KBC Group NV | 1,104 | $349.0K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 1,102 | $348.0K | 0.00% | −4,191−79.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,101 | $347.6K | 0.02% | +1,101 | New |
| Sagewood Asset Management LP | 1,023 | $323.0K | 0.07% | +1,023 | New |
| Truist Financial Corp | 1,011 | $319.2K | 0.00% | −220−17.9% | Reduced |
| Equitable Holdings, Inc. | 1,008 | $318.3K | 0.00% | −106−9.5% | Reduced |
| Fielder Capital Group LLC | 975 | $307.9K | 0.07% | −15−1.5% | Reduced |
| Rockefeller Capital Management L.P. | 974 | $307.5K | 0.00% | −119−10.9% | Reduced |
| Headlands Technologies LLC | 967 | $305.3K | 0.03% | −430−30.8% | Reduced |
| Captrust Financial Advisors | 920 | $290.5K | 0.00% | −975−51.5% | Reduced |
| Concurrent Investment Advisors, LLC | 914 | $288.6K | 0.00% | −24−2.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 909 | $287.0K | 0.00% | +287+46.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 905 | $285.8K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 894 | $282.3K | 0.01% | −83−8.5% | Reduced |
| Turner Financial Group, Inc. | 882 | $278.6K | 0.28% | +882 | New |
| Jones Financial Companies LLLP | 877 | $277.7K | 0.00% | −17,601−95.3% | Reduced |
| Cetera Investment Advisers | 860 | $271.5K | 0.00% | −715−45.4% | Reduced |
| Vise Technologies, Inc. | 830 | $262.1K | 0.00% | +830 | New |
| SRS Capital Advisors, Inc. | 822 | $259.5K | 0.00% | +255+45.0% | Added |
| Daner Wealth Management, LLC | 780 | $254.9K | 0.14% | +14+1.8% | Added |
| STRS Ohio | 803 | $253.5K | 0.00% | −9,503−92.2% | Reduced |
| Founders Grove Wealth Partners, LLC | 791 | $249.8K | 0.05% | +791 | New |
| Coldstream Capital Management Inc | 747 | $235.9K | 0.00% | −156−17.3% | Reduced |
| Private Advisor Group, LLC | 732 | $231.1K | 0.00% | +91+14.2% | Added |
| Frec Markets, Inc. | 730 | $230.5K | 0.02% | +730 | New |
| Ellevest, Inc. | 706 | $222.9K | 0.03% | +706 | New |
| Fiduciary Financial Group, LLC | 700 | $221.0K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 678 | $218.5K | 0.00% | +678 | New |
| Norden Group LLC | 683 | $215.7K | 0.02% | −1,615−70.3% | Reduced |
| First Manhattan Co | 671 | $211.9K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 667 | $210.6K | 0.26% | +667 | New |
| Wiley Bros.-Aintree Capital, LLC | 659 | $208.1K | 0.00% | −626−48.7% | Reduced |
| HGC Investment Management Inc. | 534 | $168.6K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 480 | $151.6K | 0.00% | +192+66.7% | Added |
| Umb Bank N A | 463 | $146.2K | 0.00% | +8+1.8% | Added |
| AdvisorNet Financial, Inc | 458 | $144.6K | 0.01% | −3−0.7% | Reduced |
| Corient IA LLC | 440 | $138.9K | 0.13% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 403 | $127.0K | 0.00% | −7,506−94.9% | Reduced |
| iA Global Asset Management Inc. | 397 | $125.0K | 0.00% | +397 | New |
| Graticule Asia Macro Advisors LLC | 352 | $111.1K | 0.01% | +352 | New |
| Covestor Ltd | 329 | $104.0K | 0.06% | +194+143.7% | Added |
| Morse Asset Management, Inc | 325 | $102.6K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 300 | $94.7K | 0.01% | −200−40.0% | Reduced |
| Nisa Investment Advisors, LLC | 279 | $88.1K | 0.00% | +161+136.4% | Added |
| Sterling Capital Management LLC | 251 | $79.3K | 0.00% | −22−8.1% | Reduced |
| Longfellow Investment Management Co LLC | 233 | $73.6K | 0.02% | +10+4.5% | Added |
| Hurley Capital, LLC | 230 | $72.6K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 230 | $72.6K | 0.00% | +203+751.9% | Added |
| Smartleaf Asset Management LLC | 229 | $72.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 227 | $71.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 222 | $70.1K | 0.00% | −49−18.1% | Reduced |
| Itau Unibanco Holding S.A. | 213 | $67.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 181 | $57.2K | 0.00% | −79−30.4% | Reduced |
| Harbor Investment Advisory, LLC | 179 | $56.5K | 0.00% | +179 | New |
| Farther Finance Advisors, LLC | 175 | $55.3K | 0.00% | +37+26.8% | Added |
| Signaturefd, LLC | 172 | $54.3K | 0.00% | −46−21.1% | Reduced |
| Bessemer Group Inc | 172 | $54.0K | 0.00% | −1,293−88.3% | Reduced |
| Mather Group, LLC. | 167 | $52.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 161 | $50.8K | 0.00% | +82+103.8% | Added |
| Los Angeles Capital Management LLC | 159 | $50.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 140 | $44.0K | 0.00% | −393−73.7% | Reduced |
| Huntington National Bank | 125 | $39.5K | 0.00% | +18+16.8% | Added |
| Parkside Financial Bank & Trust | 123 | $38.8K | 0.00% | +14+12.8% | Added |
| Rothschild Investment LLC | 112 | $35.4K | 0.00% | +106+1,766.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 105 | $33.2K | 0.00% | −775−88.1% | Reduced |
| Synergy Investment Management, LLC | 100 | $31.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 98 | $30.9K | 0.00% | −13−11.7% | Reduced |
| SMA Capital LLC | 98 | $30.9K | 0.01% | +33+50.8% | Added |
| Keating Financial Advisory Services, Inc. | 97 | $30.6K | 0.00% | +8+9.0% | Added |
| Banque Transatlantique SA | 100 | $30.2K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 89 | $28.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 78 | $24.6K | 0.00% | −2−2.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78 | $24.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 50 | $15.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 46 | $14.5K | 0.00% | +46 | New |
| Clearstead Advisors, LLC | 42 | $13.3K | 0.00% | +5+13.5% | Added |
| Sittner & Nelson, LLC | 42 | $13.3K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 40 | $12.6K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 40 | $12.6K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 39 | $12.3K | 0.00% | +2+5.4% | Added |
| Rossby Financial, LCC | 39 | $12.3K | 0.00% | +6+18.2% | Added |
| Farmers & Merchants Investments Inc | 35 | $11.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 34 | $10.7K | 0.00% | +16+88.9% | Added |
| SBI Securities Co., Ltd. | 29 | $9.16K | 0.00% | −2−6.5% | Reduced |
| Fortitude Family Office, LLC | 25 | $7.89K | 0.00% | +2+8.7% | Added |
| Assetmark, Inc | 21 | $6.63K | 0.00% | +2+10.5% | Added |
| Key Financial Inc | 20 | $6.32K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $6.32K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $5.68K | 0.00% | −6−25.0% | Reduced |
| TD Private Client Wealth LLC | 18 | $5.68K | 0.00% | +13+260.0% | Added |
| ZRC Wealth Management, LLC | 16 | $5.05K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $4.74K | 0.00% | −236−94.0% | Reduced |