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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 5,581 | $1.43M | 0.00% | +1,098+24.5% | Added |
| S&CO Inc | 5,500 | $1.41M | 0.09% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 5,474 | $1.40M | 0.06% | +418+8.3% | Added |
| Virginia Retirement Systems Et Al | 5,402 | $1.39M | 0.01% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 5,390 | $1.38M | 0.18% | +5,390 | New |
| HighTower Advisors, LLC | 5,367 | $1.38M | 0.00% | −1,515−22.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 5,231 | $1.34M | 0.18% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 5,193 | $1.33M | 0.00% | +5,193 | New |
| Edmond de Rothschild Holding S.A. | 5,000 | $1.28M | 0.02% | +5,000 | New |
| Neuberger Berman Group LLC | 4,952 | $1.27M | 0.00% | +1,990+67.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,999 | $1.26M | 0.00% | +1,748+53.8% | Added |
| AlTi Global, Inc. | 4,469 | $1.15M | 0.03% | +4+0.1% | Added |
| Winton Group Ltd | 4,466 | $1.15M | 0.06% | +2,502+127.4% | Added |
| JustInvest LLC | 4,443 | $1.14M | 0.01% | +10+0.2% | Added |
| Daiwa Securities Group Inc. | 4,430 | $1.14M | 0.00% | +4,430 | New |
| State of Alaska, Department of Revenue | 4,350 | $1.12M | 0.01% | −145−3.2% | Reduced |
| Lecap Asset Management Ltd | 4,314 | $1.11M | 0.39% | +4,314 | New |
| Bessemer Group Inc | 4,297 | $1.10M | 0.00% | −440−9.3% | Reduced |
| Sheets Smith Investment Management | 4,287 | $1.10M | 0.97% | +1,398+48.4% | Added |
| Twin Tree Management, LP | 4,265 | $1.09M | 0.03% | −6,896−61.8% | Reduced |
| Norden Group LLC | 4,083 | $1.05M | 0.11% | −555−12.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,032 | $1.03M | 0.33% | −8−0.2% | Reduced |
| Lisanti Capital Growth, LLC | 4,005 | $1.03M | 0.28% | 00.0% | Unchanged |
| 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 |
| 17 Capital Partners, LLC | 3,856 | $989.6K | 0.57% | +2,085+117.7% | Added |
| Toroso Investments, LLC | 3,710 | $952.1K | 0.01% | +345+10.3% | Added |
| Inceptionr LLC | 3,697 | $948.8K | 0.22% | +3,697 | New |
| Federated Hermes, Inc. | 3,615 | $927.7K | 0.00% | −19−0.5% | Reduced |
| Gsa Capital Partners LLP | 3,572 | $917.0K | 0.06% | +3,572 | New |
| Sherbrooke Park Advisers LLC | 3,493 | $896.4K | 0.39% | +3,493 | New |
| Alliance Wealth Advisors, LLC | 3,456 | $886.9K | 0.22% | −114−3.2% | Reduced |
| Crossmark Global Holdings, Inc. | 3,374 | $865.9K | 0.01% | +530+18.6% | Added |
| Baker Avenue Asset Management, LP | 3,370 | $864.8K | 0.02% | −130−3.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,360 | $862.0K | 0.12% | +460+15.9% | Added |
| Prelude Capital Management, LLC | 3,319 | $851.8K | 0.08% | +479+16.9% | Added |
| Bridgewater Associates, LP | 3,314 | $850.5K | 0.00% | +1,728+109.0% | Added |
| Advisor Group Holdings, Inc. | 3,287 | $843.4K | 0.00% | +1,517+85.7% | Added |
| CenterBook Partners LP | 3,283 | $842.5K | 0.05% | +3,283 | New |
| Meeder Asset Management Inc | 3,214 | $824.8K | 0.05% | +2,842+764.0% | Added |
| Abbot Financial Management, Inc. | 3,212 | $824.3K | 0.38% | +347+12.1% | Added |
| Pathstone Holdings, LLC | 3,155 | $809.7K | 0.00% | −2,083−39.8% | Reduced |
| Brevan Howard Capital Management LP | 3,106 | $797.1K | 0.01% | −1,971−38.8% | Reduced |
| Diversify Wealth Management, LLC | 3,191 | $793.1K | 0.05% | +724+29.3% | Added |
| OP Asset Management Ltd | 3,053 | $783.5K | 0.01% | +3,053 | New |
| Diversify Advisory Services, LLC | 3,132 | $778.5K | 0.03% | +243+8.4% | Added |
| Securian Asset Management, Inc | 3,001 | $770.1K | 0.02% | +100+3.4% | Added |
| Yorktown Management & Research Co Inc | 3,000 | $769.9K | 0.73% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,951 | $757.3K | 0.02% | +2,951 | New |
| Stifel Financial Corp | 2,931 | $752.2K | 0.00% | −78−2.6% | Reduced |
| Belpointe Asset Management LLC | 2,890 | $741.7K | 0.03% | +154+5.6% | Added |
| Fortis Capital Advisors, LLC | 2,890 | $741.7K | 0.13% | +154+5.6% | Added |
| Quadrant Capital Group LLC | 2,872 | $737.0K | 0.03% | +82+2.9% | Added |
| Calamos Advisors LLC | 2,794 | $717.0K | 0.00% | −10,089−78.3% | Reduced |
| Colony Group, LLC | 2,769 | $710.6K | 0.00% | +530+23.7% | Added |
| Rathbone Brothers plc | 2,750 | $705.7K | 0.00% | −250−8.3% | Reduced |
| Aigen Investment Management, LP | 2,736 | $702.1K | 0.10% | +1,099+67.1% | Added |
| Vestcor Inc | 2,730 | $701.0K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 2,669 | $684.9K | 0.06% | +451+20.3% | Added |
| Keybank National Association | 2,651 | $680.3K | 0.00% | −512−16.2% | Reduced |
| Allianz Asset Management GmbH | 2,468 | $633.4K | 0.00% | −332−11.9% | Reduced |
| Mercer Global Advisors Inc | 2,434 | $624.6K | 0.00% | +690+39.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,430 | $623.6K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,420 | $621.0K | 0.00% | −3,998−62.3% | Reduced |
| Guggenheim Capital LLC | 2,418 | $620.5K | 0.01% | −31−1.3% | Reduced |
| CI Private Wealth, LLC | 2,335 | $599.2K | 0.00% | +92+4.1% | Added |
| The PNC Financial Services Group, Inc. | 2,296 | $589.2K | 0.00% | −321−12.3% | Reduced |
| Farther Finance Advisors, LLC | 2,262 | $580.5K | 0.01% | +1,817+408.3% | Added |
| Cache Advisors, LLC | 2,250 | $577.4K | 0.16% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,219 | $569.5K | 0.00% | −538−19.5% | Reduced |
| Leavell Investment Management, Inc. | 2,200 | $564.6K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 2,187 | $561.3K | 0.00% | −497−18.5% | Reduced |
| Portside Wealth Group, LLC | 2,149 | $551.5K | 0.08% | −139−6.1% | Reduced |
| Petrus Trust Company, LTA | 2,145 | $550.5K | 0.06% | +1,253+140.5% | Added |
| Oak Thistle LLC | 2,098 | $538.4K | 0.08% | +2,098 | New |
| Knollwood Investment Advisory, LLC | 2,013 | $516.6K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,986 | $509.7K | 0.00% | +497+33.4% | Added |
| O'Shaughnessy Asset Management, LLC | 1,944 | $498.9K | 0.00% | −97−4.8% | Reduced |
| QRG Capital Management, Inc. | 1,918 | $492.2K | 0.00% | +110+6.1% | Added |
| SG Americas Securities, LLC | 1,892 | $486.0K | 0.00% | −7,440−79.7% | Reduced |
| Pier 88 Investment Partners LLC | 1,880 | $482.5K | 0.09% | −13,620−87.9% | Reduced |
| Pacer Advisors, Inc. | 1,870 | $479.9K | 0.00% | +1,870 | New |
| Axq Capital, LP | 1,810 | $464.5K | 0.15% | +1,810 | New |
| Skopos Labs, Inc. | 1,732 | $444.5K | 0.06% | +1,633+1,649.5% | Added |
| Bridgefront Capital, LLC | 1,727 | $443.2K | 0.12% | −200−10.4% | Reduced |
| Maryland State Retirement & Pension System | 1,723 | $442.2K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,717 | $440.6K | 0.00% | −131−7.1% | Reduced |
| Farringdon Capital, Ltd. | 1,701 | $436.5K | 0.15% | +1,701 | New |
| J2 Capital Management Inc | 1,679 | $430.9K | 0.34% | +1,679 | New |
| Merit Financial Group, LLC | 1,652 | $424.0K | 0.00% | +877+113.2% | Added |
| Vestmark Advisory Solutions, Inc. | 1,640 | $420.9K | 0.01% | +795+94.1% | Added |
| Two Sigma Securities, LLC | 1,625 | $417.0K | 0.05% | +432+36.2% | Added |
| 111 Capital | 1,616 | $414.7K | 0.07% | +1,616 | New |
| Integrated Wealth Concepts LLC | 1,612 | $413.7K | 0.00% | +1,612 | New |
| MML Investors Services, LLC | 1,610 | $413.0K | 0.00% | −1,779−52.5% | Reduced |
| Park Avenue Securities LLC | 1,591 | $408.0K | 0.00% | +1,591 | New |
| Mount Yale Investment Advisors, LLC | 1,557 | $399.6K | 0.03% | −1,580−50.4% | Reduced |
| Pallas Capital Advisors LLC | 1,552 | $398.3K | 0.02% | −160−9.3% | Reduced |
| Susquehanna International Group, LLP | 1,536 | $394.2K | 0.00% | +1,536 | New |
| Pier Capital, LLC | 1,535 | $393.9K | 0.06% | +1,535 | New |