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 2025
Institutional positions in Penumbra Inc as of Jun 30, 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
- 451
- +35 vs. Q1 2025
- Shares held
- 35.8M
- +657.7K (+1.9%) vs. Q1 2025
- Total value
- $9.18B
- −$214.1M (−2.3%) vs. Q1 2025
- New holders
- 87
- 169 more added
- Sold out
- 52
- 138 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortis Capital Advisors, LLC | 2,890 | $741.7K | 0.13% | +154+5.6% | Added |
| Stifel Financial Corp | 2,931 | $752.2K | 0.00% | −78−2.6% | Reduced |
| Quantbot Technologies LP | 2,951 | $757.3K | 0.02% | +2,951 | New |
| Yorktown Management & Research Co Inc | 3,000 | $769.9K | 0.73% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,001 | $770.1K | 0.02% | +100+3.4% | Added |
| Diversify Advisory Services, LLC | 3,132 | $778.5K | 0.03% | +243+8.4% | Added |
| OP Asset Management Ltd | 3,053 | $783.5K | 0.01% | +3,053 | New |
| Diversify Wealth Management, LLC | 3,191 | $793.1K | 0.05% | +724+29.3% | Added |
| Brevan Howard Capital Management LP | 3,106 | $797.1K | 0.01% | −1,971−38.8% | Reduced |
| Pathstone Holdings, LLC | 3,155 | $809.7K | 0.00% | −2,083−39.8% | Reduced |
| Abbot Financial Management, Inc. | 3,212 | $824.3K | 0.38% | +347+12.1% | Added |
| Meeder Asset Management Inc | 3,214 | $824.8K | 0.05% | +2,842+764.0% | Added |
| CenterBook Partners LP | 3,283 | $842.5K | 0.05% | +3,283 | New |
| Advisor Group Holdings, Inc. | 3,287 | $843.4K | 0.00% | +1,517+85.7% | Added |
| Bridgewater Associates, LP | 3,314 | $850.5K | 0.00% | +1,728+109.0% | Added |
| Prelude Capital Management, LLC | 3,319 | $851.8K | 0.08% | +479+16.9% | Added |
| Dynamic Technology Lab Private Ltd | 3,360 | $862.0K | 0.12% | +460+15.9% | Added |
| Baker Avenue Asset Management, LP | 3,370 | $864.8K | 0.02% | −130−3.7% | Reduced |
| Crossmark Global Holdings, Inc. | 3,374 | $865.9K | 0.01% | +530+18.6% | Added |
| Alliance Wealth Advisors, LLC | 3,456 | $886.9K | 0.22% | −114−3.2% | Reduced |
| Sherbrooke Park Advisers LLC | 3,493 | $896.4K | 0.39% | +3,493 | New |
| Gsa Capital Partners LLP | 3,572 | $917.0K | 0.06% | +3,572 | New |
| Federated Hermes, Inc. | 3,615 | $927.7K | 0.00% | −19−0.5% | Reduced |
| Inceptionr LLC | 3,697 | $948.8K | 0.22% | +3,697 | New |
| Toroso Investments, LLC | 3,710 | $952.1K | 0.01% | +345+10.3% | Added |
| 17 Capital Partners, LLC | 3,856 | $989.6K | 0.57% | +2,085+117.7% | Added |
| One Capital Management, LLC | 3,975 | $1.02M | 0.04% | +3,975 | New |
| Future Fund LLC | 3,975 | $1.02M | 0.46% | +3,975 | New |
| Lisanti Capital Growth, LLC | 4,005 | $1.03M | 0.28% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 4,032 | $1.03M | 0.33% | −8−0.2% | Reduced |
| Norden Group LLC | 4,083 | $1.05M | 0.11% | −555−12.0% | Reduced |
| Twin Tree Management, LP | 4,265 | $1.09M | 0.03% | −6,896−61.8% | Reduced |
| Sheets Smith Investment Management | 4,287 | $1.10M | 0.97% | +1,398+48.4% | Added |
| Bessemer Group Inc | 4,297 | $1.10M | 0.00% | −440−9.3% | Reduced |
| Lecap Asset Management Ltd | 4,314 | $1.11M | 0.39% | +4,314 | New |
| State of Alaska, Department of Revenue | 4,350 | $1.12M | 0.01% | −145−3.2% | Reduced |
| Daiwa Securities Group Inc. | 4,430 | $1.14M | 0.00% | +4,430 | New |
| JustInvest LLC | 4,443 | $1.14M | 0.01% | +10+0.2% | Added |
| Winton Group Ltd | 4,466 | $1.15M | 0.06% | +2,502+127.4% | Added |
| AlTi Global, Inc. | 4,469 | $1.15M | 0.03% | +4+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,999 | $1.26M | 0.00% | +1,748+53.8% | Added |
| Neuberger Berman Group LLC | 4,952 | $1.27M | 0.00% | +1,990+67.2% | Added |
| Edmond de Rothschild Holding S.A. | 5,000 | $1.28M | 0.02% | +5,000 | New |
| Robeco Institutional Asset Management B.V. | 5,193 | $1.33M | 0.00% | +5,193 | New |
| Onyx Bridge Wealth Group LLC | 5,231 | $1.34M | 0.18% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 5,367 | $1.38M | 0.00% | −1,515−22.0% | Reduced |
| Genus Capital Management Inc. | 5,390 | $1.38M | 0.18% | +5,390 | New |
| Virginia Retirement Systems Et Al | 5,402 | $1.39M | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 5,474 | $1.40M | 0.06% | +418+8.3% | Added |
| S&CO Inc | 5,500 | $1.41M | 0.09% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,581 | $1.43M | 0.00% | +1,098+24.5% | Added |
| Horizon Investments, LLC | 5,678 | $1.46M | 0.02% | +5,678 | New |
| CWM, LLC | 5,742 | $1.47M | 0.01% | +1,670+41.0% | Added |
| Pictet Asset Management Holding SA | 5,855 | $1.50M | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5,902 | $1.51M | 0.02% | +11+0.2% | Added |
| Utah Retirement Systems | 6,091 | $1.56M | 0.02% | −26−0.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,213 | $1.59M | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,928 | $1.78M | 0.00% | −716−9.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,059 | $1.81M | 0.00% | +549+8.4% | Added |
| Oppenheimer Asset Management Inc. | 7,487 | $1.92M | 0.02% | −510−6.4% | Reduced |
| KLP Kapitalforvaltning AS | 7,500 | $1.92M | 0.01% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 7,506 | $1.93M | 0.02% | +2,233+42.3% | Added |
| Ameritas Investment Partners, Inc. | 7,519 | $1.93M | 0.06% | −32−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 7,586 | $1.95M | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 7,596 | $1.95M | 0.02% | −95−1.2% | Reduced |
| New Mexico Educational Retirement Board | 7,800 | $2.00M | 0.07% | 00.0% | Unchanged |
| Xponance, Inc. | 7,835 | $2.01M | 0.02% | +64+0.8% | Added |
| Oregon Public Employees Retirement Fund | 7,881 | $2.02M | 0.04% | +100+1.3% | Added |
| T. Rowe Price Investment Management, Inc. | 7,945 | $2.04M | 0.00% | −625,663−98.7% | Reduced |
| Pinebridge Investments, L.P. | 7,970 | $2.05M | 0.02% | +4,946+163.6% | Added |
| Scholtz & Company, LLC | 8,066 | $2.07M | 0.91% | +1,262+18.5% | Added |
| Trexquant Investment LP | 8,355 | $2.14M | 0.02% | +8,355 | New |
| Diversified Trust Co | 8,365 | $2.15M | 0.05% | +2,089+33.3% | Added |
| Fred Alger Management, LLC | 8,400 | $2.16M | 0.01% | +7,058+525.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,646 | $2.22M | 0.03% | +112+1.3% | Added |
| Silvercrest Asset Management Group LLC | 8,706 | $2.23M | 0.02% | −1,065−10.9% | Reduced |
| Exome Asset Management LLC | 9,000 | $2.31M | 1.90% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 9,281 | $2.38M | 0.03% | +1,256+15.7% | Added |
| State of Michigan Retirement System | 9,314 | $2.39M | 0.01% | +100+1.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,505 | $2.44M | 0.00% | +1,472+18.3% | Added |
| Schonfeld Strategic Advisors LLC | 9,641 | $2.47M | 0.02% | +3,931+68.8% | Added |
| Thoroughbred Financial Services, LLC | 9,702 | $2.49M | 0.17% | −1,075−10.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,710 | $2.49M | 0.01% | −67−0.7% | Reduced |
| Motley Fool Asset Management LLC | 9,753 | $2.50M | 0.12% | −624−6.0% | Reduced |
| Jain Global LLC | 9,893 | $2.54M | 0.04% | −19,406−66.2% | Reduced |
| Centiva Capital, LP | 9,933 | $2.55M | 0.17% | +5,787+139.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,950 | $2.55M | 0.01% | +776+8.5% | Added |
| Dark Forest Capital Management LP | 9,972 | $2.56M | 0.10% | +9,972 | New |
| Cerity Partners LLC | 10,030 | $2.57M | 0.00% | +1,829+22.3% | Added |
| Prudential Financial Inc | 10,736 | $2.59M | 0.00% | +8,284+337.8% | Added |
| Handelsbanken Fonder AB | 10,358 | $2.66M | 0.01% | −200−1.9% | Reduced |
| Blair William & Co | 10,564 | $2.71M | 0.01% | +4,042+62.0% | Added |
| Arizona State Retirement System | 10,725 | $2.75M | 0.02% | +266+2.5% | Added |
| US Bancorp | 10,835 | $2.78M | 0.00% | −1,537−12.4% | Reduced |
| Louisiana State Employees Retirement System | 10,900 | $2.80M | 0.05% | +100+0.9% | Added |
| Two Sigma Advisers, LP | 11,159 | $2.86M | 0.01% | +11,159 | New |
| Comerica Bank | 11,474 | $2.94M | 0.01% | −126−1.1% | Reduced |
| Mariner, LLC | 11,567 | $2.97M | 0.00% | +1,699+17.2% | Added |
| Linden Thomas Advisory Services, LLC | 11,597 | $2.98M | 0.33% | −50−0.4% | Reduced |
| PDT Partners, LLC | 12,058 | $3.09M | 0.18% | −3,018−20.0% | Reduced |