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 |
|---|---|---|---|---|---|
| Oak Harbor Wealth Partners, LLC | 32,807 | $8.42M | 2.27% | −800−2.4% | Reduced |
| Perceptive Advisors LLC | 32,797 | $8.42M | 0.32% | +32,797 | New |
| Jane Street Group, LLC | 32,462 | $8.33M | 0.01% | +25,650+376.5% | Added |
| Engineers Gate Manager LP | 32,040 | $8.22M | 0.10% | +27,722+642.0% | Added |
| Magnetar Financial LLC | 31,636 | $8.12M | 0.04% | +31,636 | New |
| Cubist Systematic Strategies, LLC | 31,573 | $8.10M | 0.09% | +31,573 | New |
| Citizens Financial Group Inc | 31,169 | $8.00M | 0.13% | +31,169 | New |
| Raymond James Financial Inc | 29,941 | $7.68M | 0.00% | −4,909−14.1% | Reduced |
| Barclays PLC | 29,421 | $7.55M | 0.00% | +1,723+6.2% | Added |
| Macquarie Group Ltd | 29,372 | $7.54M | 0.01% | +7,529+34.5% | Added |
| LPL Financial LLC | 28,484 | $7.31M | 0.00% | +3,076+12.1% | Added |
| Public Employees Retirement System of Ohio | 27,860 | $7.15M | 0.02% | +2,348+9.2% | Added |
| Primecap Management Co | 27,420 | $7.04M | 0.01% | −3,000−9.9% | Reduced |
| Great West Life Assurance Co | 26,675 | $6.85M | 0.01% | +4,324+19.3% | Added |
| Russell Investments Group, Ltd. | 26,604 | $6.83M | 0.01% | +4,960+22.9% | Added |
| Wetherby Asset Management Inc | 25,868 | $6.64M | 0.30% | +25,868 | New |
| Janney Montgomery Scott LLC | 24,749 | $6.35M | 0.02% | +21,718+716.5% | Added |
| Castleark Management LLC | 24,591 | $6.31M | 0.19% | +9,346+61.3% | Added |
| Bryn Mawr Trust Co | 24,000 | $6.16M | 0.11% | 00.0% | Unchanged |
| MetLife Investment Management | 22,534 | $5.78M | 0.03% | −355−1.6% | Reduced |
| Quantinno Capital Management LP | 21,974 | $5.64M | 0.02% | −11,498−34.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 21,820 | $5.60M | 0.14% | +21,820 | New |
| Rhenman & Partners Asset Management AB | 21,500 | $5.52M | 0.70% | +19,300+877.3% | Added |
| Trillium Asset Management, LLC | 21,191 | $5.44M | 0.15% | −1,648−7.2% | Reduced |
| Washington Trust Advisors, Inc. | 20,786 | $5.33M | 0.43% | +110+0.5% | Added |
| Gotham Asset Management, LLC | 19,857 | $5.10M | 0.03% | +17,857+892.8% | Added |
| Mutual of America Capital Management LLC | 19,258 | $4.94M | 0.05% | −494−2.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 19,233 | $4.94M | 0.31% | +19,233 | New |
| Citigroup Inc | 19,083 | $4.90M | 0.00% | −71,126−78.8% | Reduced |
| Amalgamated Bank | 19,065 | $4.89M | 0.04% | +866+4.8% | Added |
| Redmile Group, LLC | 18,818 | $4.83M | 0.51% | −4,025−17.6% | Reduced |
| E. Ohman J:or Asset Management AB | 18,312 | $4.70M | 0.12% | +1,700+10.2% | Added |
| Bamco Inc | 17,500 | $4.49M | 0.01% | +7,500+75.0% | Added |
| Treasurer of the State of North Carolina | 17,473 | $4.48M | 0.01% | +600+3.6% | Added |
| State of Tennessee, Treasury Department | 17,177 | $4.41M | 0.02% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 16,561 | $4.25M | 0.60% | −1,958−10.6% | Reduced |
| HSBC Holdings PLC | 16,457 | $4.20M | 0.00% | +15,056+1,074.7% | Added |
| Ieq Capital, LLC | 16,320 | $4.19M | 0.03% | +7,354+82.0% | Added |
| Bank of Montreal | 15,028 | $3.86M | 0.00% | −2,203−12.8% | Reduced |
| Churchill Management Corp | 14,542 | $3.73M | 0.04% | +14,542 | New |
| Police & Firemen's Retirement System of New Jersey | 14,355 | $3.68M | 0.03% | +1,034+7.8% | Added |
| Yousif Capital Management, LLC | 13,458 | $3.45M | 0.04% | −170−1.2% | Reduced |
| Candriam Luxembourg S.C.A. | 13,148 | $3.37M | 0.02% | +13,148 | New |
| Renaissance Technologies LLC | 13,100 | $3.36M | 0.00% | +13,100 | New |
| Commonwealth Equity Services, LLC | 12,892 | $3.31M | 0.00% | −189−1.4% | Reduced |
| Teacher Retirement System of Texas | 12,851 | $3.30M | 0.01% | +2,078+19.3% | Added |
| Verition Fund Management LLC | 12,843 | $3.30M | 0.02% | −9,985−43.7% | Reduced |
| Commerce Bank | 12,427 | $3.19M | 0.02% | +2,459+24.7% | Added |
| State of New Jersey Common Pension Fund D | 12,370 | $3.17M | 0.01% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 12,341 | $3.17M | 0.01% | −10,505−46.0% | Reduced |
| Capital Fund Management S.A. | 12,093 | $3.10M | 0.03% | +12,093 | New |
| PDT Partners, LLC | 12,058 | $3.09M | 0.18% | −3,018−20.0% | Reduced |
| Linden Thomas Advisory Services, LLC | 11,597 | $2.98M | 0.33% | −50−0.4% | Reduced |
| Mariner, LLC | 11,567 | $2.97M | 0.00% | +1,699+17.2% | Added |
| Comerica Bank | 11,474 | $2.94M | 0.01% | −126−1.1% | Reduced |
| Two Sigma Advisers, LP | 11,159 | $2.86M | 0.01% | +11,159 | New |
| Louisiana State Employees Retirement System | 10,900 | $2.80M | 0.05% | +100+0.9% | Added |
| US Bancorp | 10,835 | $2.78M | 0.00% | −1,537−12.4% | Reduced |
| Arizona State Retirement System | 10,725 | $2.75M | 0.02% | +266+2.5% | Added |
| Blair William & Co | 10,564 | $2.71M | 0.01% | +4,042+62.0% | Added |
| Handelsbanken Fonder AB | 10,358 | $2.66M | 0.01% | −200−1.9% | Reduced |
| Prudential Financial Inc | 10,736 | $2.59M | 0.00% | +8,284+337.8% | Added |
| Cerity Partners LLC | 10,030 | $2.57M | 0.00% | +1,829+22.3% | Added |
| Dark Forest Capital Management LP | 9,972 | $2.56M | 0.10% | +9,972 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,950 | $2.55M | 0.01% | +776+8.5% | Added |
| Centiva Capital, LP | 9,933 | $2.55M | 0.17% | +5,787+139.6% | Added |
| Jain Global LLC | 9,893 | $2.54M | 0.04% | −19,406−66.2% | Reduced |
| Motley Fool Asset Management LLC | 9,753 | $2.50M | 0.12% | −624−6.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,710 | $2.49M | 0.01% | −67−0.7% | Reduced |
| Thoroughbred Financial Services, LLC | 9,702 | $2.49M | 0.17% | −1,075−10.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 9,641 | $2.47M | 0.02% | +3,931+68.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,505 | $2.44M | 0.00% | +1,472+18.3% | Added |
| State of Michigan Retirement System | 9,314 | $2.39M | 0.01% | +100+1.1% | Added |
| Illinois Municipal Retirement Fund | 9,281 | $2.38M | 0.03% | +1,256+15.7% | Added |
| Exome Asset Management LLC | 9,000 | $2.31M | 1.90% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 8,706 | $2.23M | 0.02% | −1,065−10.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,646 | $2.22M | 0.03% | +112+1.3% | Added |
| Fred Alger Management, LLC | 8,400 | $2.16M | 0.01% | +7,058+525.9% | Added |
| Diversified Trust Co | 8,365 | $2.15M | 0.05% | +2,089+33.3% | Added |
| Trexquant Investment LP | 8,355 | $2.14M | 0.02% | +8,355 | New |
| Scholtz & Company, LLC | 8,066 | $2.07M | 0.91% | +1,262+18.5% | Added |
| Pinebridge Investments, L.P. | 7,970 | $2.05M | 0.02% | +4,946+163.6% | Added |
| T. Rowe Price Investment Management, Inc. | 7,945 | $2.04M | 0.00% | −625,663−98.7% | Reduced |
| Oregon Public Employees Retirement Fund | 7,881 | $2.02M | 0.04% | +100+1.3% | Added |
| Xponance, Inc. | 7,835 | $2.01M | 0.02% | +64+0.8% | Added |
| New Mexico Educational Retirement Board | 7,800 | $2.00M | 0.07% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 7,596 | $1.95M | 0.02% | −95−1.2% | Reduced |
| D. E. Shaw & Co., Inc. | 7,586 | $1.95M | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,519 | $1.93M | 0.06% | −32−0.4% | Reduced |
| Employees Retirement System of Texas | 7,506 | $1.93M | 0.02% | +2,233+42.3% | Added |
| KLP Kapitalforvaltning AS | 7,500 | $1.92M | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 7,487 | $1.92M | 0.02% | −510−6.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,059 | $1.81M | 0.00% | +549+8.4% | Added |
| Deutsche Bank AG | 6,928 | $1.78M | 0.00% | −716−9.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,213 | $1.59M | 0.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 6,091 | $1.56M | 0.02% | −26−0.4% | Reduced |
| Exchange Traded Concepts, LLC | 5,902 | $1.51M | 0.02% | +11+0.2% | Added |
| Pictet Asset Management Holding SA | 5,855 | $1.50M | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,742 | $1.47M | 0.01% | +1,670+41.0% | Added |
| Horizon Investments, LLC | 5,678 | $1.46M | 0.02% | +5,678 | New |