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 2025
Institutional positions in Penumbra Inc as of Mar 31, 2025. 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
- 421
- +53 vs. Q4 2024
- Shares held
- 35.1M
- +313.9K (+0.9%) vs. Q4 2024
- Total value
- $9.39B
- +$1.12B (+13.6%) vs. Q4 2024
- New holders
- 92
- 143 more added
- Sold out
- 39
- 132 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keybank National Association | 3,163 | $845.8K | 0.00% | −74−2.3% | Reduced |
| Diversify Advisory Services, LLC | 2,889 | $857.8K | 0.05% | +2,889 | New |
| Wealth Enhancement Advisory Services, LLC | 3,251 | $869.4K | 0.00% | +136+4.4% | Added |
| Toroso Investments, LLC | 3,365 | $899.8K | 0.01% | −1,606−32.3% | Reduced |
| Jefferies Financial Group Inc. | 3,375 | $902.5K | 0.02% | +175+5.5% | Added |
| MML Investors Services, LLC | 3,389 | $906.0K | 0.00% | +1,902+127.9% | Added |
| Baker Avenue Asset Management, LP | 3,500 | $935.9K | 0.03% | +170+5.1% | Added |
| Alliance Wealth Advisors, LLC | 3,570 | $954.7K | 0.25% | +288+8.8% | Added |
| Federated Hermes, Inc. | 3,634 | $971.8K | 0.00% | −220−5.7% | Reduced |
| Lisanti Capital Growth, LLC | 4,005 | $1.07M | 0.32% | +4,005 | New |
| Argonautica Private Wealth Management, Inc | 4,040 | $1.08M | 0.37% | −23−0.6% | Reduced |
| CWM, LLC | 4,072 | $1.09M | 0.00% | −6,257−60.6% | Reduced |
| Fox Run Management, L.L.C. | 4,133 | $1.11M | 0.17% | +4,133 | New |
| Centiva Capital, LP | 4,146 | $1.11M | 0.06% | +4,146 | New |
| Engineers Gate Manager LP | 4,318 | $1.15M | 0.02% | +3,078+248.2% | Added |
| JustInvest LLC | 4,433 | $1.19M | 0.02% | +49+1.1% | Added |
| AlTi Global, Inc. | 4,465 | $1.19M | 0.03% | +20.0% | Added |
| BNP Paribas Arbitrage, SA | 4,483 | $1.20M | 0.00% | −2,040−31.3% | Reduced |
| State of Alaska, Department of Revenue | 4,495 | $1.20M | 0.01% | +115+2.6% | Added |
| Norden Group LLC | 4,638 | $1.24M | 0.14% | −700−13.1% | Reduced |
| Point72 Hong Kong Ltd | 4,648 | $1.24M | 0.09% | +4,648 | New |
| Bessemer Group Inc | 4,737 | $1.27M | 0.00% | −3,583−43.1% | Reduced |
| New Age Alpha Advisors, LLC | 5,056 | $1.35M | 0.06% | −3,342−39.8% | Reduced |
| Brevan Howard Capital Management LP | 5,077 | $1.36M | 0.04% | +4,010+375.8% | Added |
| Onyx Bridge Wealth Group LLC | 5,231 | $1.40M | 0.20% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 5,238 | $1.40M | 0.01% | +1,466+38.9% | Added |
| Employees Retirement System of Texas | 5,273 | $1.41M | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 5,402 | $1.44M | 0.01% | +5,402 | New |
| S&CO Inc | 5,500 | $1.47M | 0.10% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,664 | $1.51M | 0.04% | +5,664 | New |
| Schonfeld Strategic Advisors LLC | 5,710 | $1.53M | 0.01% | +4,484+365.7% | Added |
| Pictet Asset Management Holding SA | 5,855 | $1.57M | 0.00% | +119+2.1% | Added |
| Exchange Traded Concepts, LLC | 5,891 | $1.58M | 0.03% | +2,172+58.4% | Added |
| Utah Retirement Systems | 6,117 | $1.64M | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 6,213 | $1.66M | 0.02% | −2,462−28.4% | Reduced |
| Diversified Trust Co | 6,276 | $1.68M | 0.04% | −3,993−38.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,418 | $1.72M | 0.00% | +148+2.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,510 | $1.74M | 0.00% | −20.0% | Reduced |
| Blair William & Co | 6,522 | $1.74M | 0.01% | +2,782+74.4% | Added |
| Intech Investment Management LLC | 6,551 | $1.75M | 0.02% | −1,416−17.8% | Reduced |
| Scholtz & Company, LLC | 6,804 | $1.82M | 0.90% | +6,804 | New |
| Jane Street Group, LLC | 6,812 | $1.82M | 0.00% | −12,586−64.9% | Reduced |
| HighTower Advisors, LLC | 6,882 | $1.84M | 0.00% | +902+15.1% | Added |
| Victory Capital Management Inc | 6,935 | $1.85M | 0.00% | −230−3.2% | Reduced |
| KLP Kapitalforvaltning AS | 7,500 | $2.01M | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,551 | $2.02M | 0.07% | −136−1.8% | Reduced |
| D. E. Shaw & Co., Inc. | 7,586 | $2.03M | 0.00% | +764+11.2% | Added |
| Deutsche Bank AG | 7,644 | $2.04M | 0.00% | −579−7.0% | Reduced |
| Beacon Pointe Advisors, LLC | 7,691 | $2.06M | 0.02% | −2,864−27.1% | Reduced |
| Xponance, Inc. | 7,771 | $2.08M | 0.02% | −177−2.2% | Reduced |
| Oregon Public Employees Retirement Fund | 7,781 | $2.08M | 0.04% | −37−0.5% | Reduced |
| New Mexico Educational Retirement Board | 7,800 | $2.09M | 0.07% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 7,997 | $2.14M | 0.03% | −758−8.7% | Reduced |
| Illinois Municipal Retirement Fund | 8,025 | $2.15M | 0.03% | −2,768−25.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,033 | $2.15M | 0.00% | +8,033 | New |
| Cerity Partners LLC | 8,201 | $2.19M | 0.00% | +2,202+36.7% | Added |
| Danske Bank A/S | 8,368 | $2.24M | 0.01% | +1,981+31.0% | Added |
| XTX Topco Ltd | 8,478 | $2.27M | 0.12% | +2,814+49.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,534 | $2.28M | 0.04% | +40.0% | Added |
| Cookson Peirce & Co Inc | 8,815 | $2.36M | 0.12% | +8,815 | New |
| Ieq Capital, LLC | 8,966 | $2.40M | 0.02% | +1,324+17.3% | Added |
| LMR Partners LLP | 8,999 | $2.41M | 0.05% | +8,999 | New |
| Exome Asset Management LLC | 9,000 | $2.41M | 2.16% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,174 | $2.45M | 0.01% | +698+8.2% | Added |
| State of Michigan Retirement System | 9,214 | $2.46M | 0.01% | +100+1.1% | Added |
| ExodusPoint Capital Management, LP | 9,266 | $2.48M | 0.03% | +9,266 | New |
| SG Americas Securities, LLC | 9,332 | $2.50M | 0.01% | +5,499+143.5% | Added |
| Silvercrest Asset Management Group LLC | 9,771 | $2.61M | 0.02% | +144+1.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,777 | $2.61M | 0.01% | +9,777 | New |
| Mariner, LLC | 9,868 | $2.64M | 0.00% | +512+5.5% | Added |
| Commerce Bank | 9,968 | $2.67M | 0.02% | +8,808+759.3% | Added |
| Bamco Inc | 10,000 | $2.67M | 0.01% | +10,000 | New |
| Motley Fool Asset Management LLC | 10,377 | $2.77M | 0.16% | −520−4.8% | Reduced |
| Arizona State Retirement System | 10,459 | $2.80M | 0.02% | −251−2.3% | Reduced |
| Man Group plc | 10,522 | $2.81M | 0.01% | −9,874−48.4% | Reduced |
| Handelsbanken Fonder AB | 10,558 | $2.82M | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,655 | $2.85M | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 10,773 | $2.88M | 0.01% | +2,897+36.8% | Added |
| Thoroughbred Financial Services, LLC | 10,777 | $2.88M | 0.18% | +320+3.1% | Added |
| Louisiana State Employees Retirement System | 10,800 | $2.89M | 0.06% | +100+0.9% | Added |
| Twin Tree Management, LP | 11,161 | $2.98M | 0.07% | +2,950+35.9% | Added |
| Comerica Bank | 11,600 | $3.10M | 0.01% | −415−3.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 11,647 | $3.11M | 0.40% | +282+2.5% | Added |
| Rational Advisors LLC | 12,200 | $3.26M | 0.33% | +12,200 | New |
| State of New Jersey Common Pension Fund D | 12,370 | $3.31M | 0.01% | −1,188−8.8% | Reduced |
| US Bancorp | 12,372 | $3.31M | 0.00% | −492−3.8% | Reduced |
| Calamos Advisors LLC | 12,883 | $3.45M | 0.02% | −1,532−10.6% | Reduced |
| Ensign Peak Advisors, Inc | 12,936 | $3.46M | 0.01% | −73,976−85.1% | Reduced |
| Commonwealth Equity Services, LLC | 13,081 | $3.50M | 0.00% | +12,162+1,323.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 13,321 | $3.56M | 0.04% | +104+0.8% | Added |
| Yousif Capital Management, LLC | 13,628 | $3.64M | 0.04% | −357−2.6% | Reduced |
| EAM Investors, LLC | 14,912 | $3.99M | 0.69% | +14,912 | New |
| PDT Partners, LLC | 15,076 | $4.03M | 0.29% | +3,546+30.8% | Added |
| Twinbeech Capital LP | 15,176 | $4.06M | 0.07% | +15,176 | New |
| Castleark Management LLC | 15,245 | $4.08M | 0.14% | +15,245 | New |
| Pier 88 Investment Partners LLC | 15,500 | $4.14M | 0.80% | +15,500 | New |
| Squarepoint Ops LLC | 15,849 | $4.24M | 0.01% | +12,253+340.7% | Added |
| E. Ohman J:or Asset Management AB | 16,612 | $4.44M | 0.12% | −4,700−22.1% | Reduced |
| Treasurer of the State of North Carolina | 16,873 | $4.51M | 0.02% | +660+4.1% | Added |
| State of Tennessee, Treasury Department | 17,177 | $4.59M | 0.02% | +1,857+12.1% | Added |