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, Q3 2025
Institutional positions in Penumbra Inc as of Sep 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
- 421
- −26 vs. Q2 2025
- Shares held
- 36.3M
- +1.04M (+3.0%) vs. Q2 2025
- Total value
- $9.19B
- +$148.3M (+1.6%) vs. Q2 2025
- New holders
- 52
- 135 more added
- Sold out
- 78
- 173 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,891,665 | $1.49B | 0.08% | +34,250+0.6% | Added |
| BlackRock, Inc. | 4,170,892 | $1.06B | 0.02% | −42,225−1.0% | Reduced |
| Vanguard Group Inc | 3,835,483 | $971.6M | 0.01% | −25,172−0.7% | Reduced |
| Price T Rowe Associates Inc | 1,794,267 | $454.5M | 0.05% | +420,266+30.6% | Added |
| State Street Corp | 1,164,950 | $295.1M | 0.01% | −5,792−0.5% | Reduced |
| Citadel Advisors LLC | 970,998 | $246.0M | 0.20% | +752,006+343.4% | Added |
| Baillie Gifford & Co | 908,546 | $230.2M | 0.17% | −13,581−1.5% | Reduced |
| RTW Investments, LP | 866,499 | $219.5M | 2.70% | +2,946+0.3% | Added |
| JPMorgan Chase & Co | 843,697 | $213.7M | 0.01% | +92,828+12.4% | Added |
| Clearbridge Investments, LLC | 757,508 | $191.9M | 0.14% | +58,848+8.4% | Added |
| Geode Capital Management, LLC | 747,772 | $189.5M | 0.01% | +41,368+5.9% | Added |
| Champlain Investment Partners, LLC | 717,900 | $181.9M | 1.37% | −25,810−3.5% | Reduced |
| Morgan Stanley | 693,454 | $175.7M | 0.01% | +194,887+39.1% | Added |
| Invesco Ltd. | 631,094 | $159.9M | 0.03% | −2,391−0.4% | Reduced |
| Janus Henderson Group PLC | 468,848 | $118.8M | 0.05% | −62,339−11.7% | Reduced |
| Congress Asset Management Co | 429,172 | $108.7M | 0.72% | −25,527−5.6% | Reduced |
| Capital World Investors | 415,732 | $105.3M | 0.01% | −129,455−23.7% | Reduced |
| Thrivent Financial for Lutherans | 367,062 | $93.0M | 0.18% | +44,185+13.7% | Added |
| Allspring Global Investments Holdings, LLC | 365,097 | $91.1M | 0.15% | +43,067+13.4% | Added |
| Northern Trust Corp | 319,113 | $80.8M | 0.01% | +791+0.2% | Added |
| Holocene Advisors, LP | 310,219 | $78.6M | 0.18% | +310,219 | New |
| Charles Schwab Investment Management Inc | 303,374 | $76.9M | 0.01% | +13,123+4.5% | Added |
| Dimensional Fund Advisors LP | 296,584 | $75.1M | 0.02% | +86,335+41.1% | Added |
| Goldman Sachs Group Inc | 288,410 | $73.1M | 0.01% | +1,305+0.5% | Added |
| Bank of New York Mellon Corp | 264,591 | $67.0M | 0.01% | −9,746−3.6% | Reduced |
| Bank of America Corp | 259,669 | $65.8M | 0.00% | −3,958−1.5% | Reduced |
| AQR Capital Management LLC | 234,455 | $59.4M | 0.04% | −96,535−29.2% | Reduced |
| Millennium Management LLC | 233,306 | $59.1M | 0.05% | +165,097+242.0% | Added |
| Artisan Partners Limited Partnership | 223,476 | $56.6M | 0.08% | +19,418+9.5% | Added |
| Perceptive Advisors LLC | 220,547 | $55.9M | 1.61% | +187,750+572.5% | Added |
| Franklin Resources Inc | 213,131 | $54.0M | 0.01% | −16,865−7.3% | Reduced |
| Qube Research & Technologies Ltd | 212,536 | $53.8M | 0.08% | +2,826+1.3% | Added |
| PFM Health Sciences, LP | 195,085 | $49.4M | 4.21% | +28,824+17.3% | Added |
| UBS Group AG | 190,567 | $48.3M | 0.01% | +100,527+111.6% | Added |
| Ameriprise Financial Inc | 188,000 | $47.6M | 0.01% | +30,508+19.4% | Added |
| Baird Financial Group, Inc. | 176,569 | $44.7M | 0.07% | −45,317−20.4% | Reduced |
| Balyasny Asset Management LLC | 171,623 | $43.5M | 0.09% | +171,623 | New |
| Alliancebernstein L.P. | 151,341 | $38.3M | 0.01% | −913−0.6% | Reduced |
| SEI Investments Co | 151,266 | $38.3M | 0.04% | +3,768+2.6% | Added |
| Voya Investment Management LLC | 148,271 | $37.6M | 0.04% | −13,531−8.4% | Reduced |
| Bellevue Group AG | 146,895 | $37.2M | 0.77% | −27,155−15.6% | Reduced |
| Braidwell LP | 141,528 | $35.9M | 1.06% | +11,900+9.2% | Added |
| Adage Capital Partners GP, L.L.C. | 137,790 | $34.9M | 0.06% | +28,293+25.8% | Added |
| Arrowstreet Capital, Limited Partnership | 122,409 | $31.0M | 0.02% | +83,051+211.0% | Added |
| Rock Springs Capital Management LP | 120,500 | $30.5M | 1.78% | −8,000−6.2% | Reduced |
| Lord, Abbett & Co. LLC | 118,046 | $29.9M | 0.09% | −25,939−18.0% | Reduced |
| Man Group plc | 117,371 | $29.7M | 0.06% | −89,090−43.2% | Reduced |
| Rhumbline Advisers | 109,728 | $27.8M | 0.02% | −493−0.4% | Reduced |
| Los Angeles Capital Management LLC | 104,881 | $26.6M | 0.09% | −22,655−17.8% | Reduced |
| Principal Financial Group Inc | 100,973 | $25.6M | 0.01% | −26,485−20.8% | Reduced |
| Loomis Sayles & Co L P | 98,100 | $24.9M | 0.03% | −3,640−3.6% | Reduced |
| TD Asset Management Inc | 97,528 | $24.7M | 0.02% | −8,742−8.2% | Reduced |
| UBS Asset Management Americas Inc | 92,175 | $23.3M | 0.01% | −81,652−47.0% | Reduced |
| Polar Capital Holdings Plc | 90,877 | $23.0M | 0.11% | +24,504+36.9% | Added |
| Manufacturers Life Insurance Company, The | 89,909 | $22.8M | 0.02% | −7,778−8.0% | Reduced |
| AXA Investment Managers S.A. | 87,012 | $22.0M | 0.06% | +87,012 | New |
| NZS Capital, LLC | 86,984 | $22.0M | 0.67% | +17,355+24.9% | Added |
| Nuveen, LLC | 85,950 | $21.8M | 0.01% | −73,912−46.2% | Reduced |
| Victory Capital Management Inc | 84,611 | $21.4M | 0.01% | −824−1.0% | Reduced |
| Raymond James Financial Inc | 83,128 | $21.1M | 0.01% | +53,187+177.6% | Added |
| New York State Common Retirement Fund | 82,849 | $21.0M | 0.03% | +6,642+8.7% | Added |
| Legal & General Group Plc | 79,032 | $20.0M | 0.00% | −4,711−5.6% | Reduced |
| Royal Bank of Canada | 77,100 | $19.5M | 0.00% | −18,804−19.6% | Reduced |
| Carret Asset Management, LLC | 77,000 | $19.5M | 1.90% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 75,253 | $19.1M | 0.68% | −2,358−3.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 74,237 | $18.8M | 0.01% | +66,292+834.4% | Added |
| FIL Ltd | 73,484 | $18.6M | 0.01% | −57,356−43.8% | Reduced |
| C WorldWide Group Holding A/S | 72,000 | $18.2M | 0.28% | 00.0% | Unchanged |
| Swiss National Bank | 71,300 | $18.1M | 0.01% | +1,100+1.6% | Added |
| Public Employees Retirement Association of Colorado | 70,252 | $17.8M | 0.07% | −21,821−23.7% | Reduced |
| Amundi | 63,348 | $16.2M | 0.01% | −325−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 62,417 | $15.8M | 0.02% | +59,130+1,798.9% | Added |
| American Century Companies Inc | 54,813 | $13.9M | 0.01% | −17,838−24.6% | Reduced |
| Next Century Growth Investors LLC | 51,928 | $13.2M | 0.96% | +2,186+4.4% | Added |
| Integral Health Asset Management, LLC | 50,000 | $12.7M | 0.92% | +10,000+25.0% | Added |
| California Public Employees Retirement System | 49,241 | $12.5M | 0.01% | −11,786−19.3% | Reduced |
| Intech Investment Management LLC | 48,971 | $12.4M | 0.11% | +5,749+13.3% | Added |
| Retirement Systems of Alabama | 47,153 | $11.9M | 0.04% | −180−0.4% | Reduced |
| State of Wisconsin Investment Board | 45,982 | $11.6M | 0.03% | −1,973−4.1% | Reduced |
| Algert Global LLC | 45,875 | $11.6M | 0.19% | +12,830+38.8% | Added |
| Driehaus Capital Management LLC | 45,819 | $11.6M | 0.08% | −72,824−61.4% | Reduced |
| First Trust Advisors LP | 45,681 | $11.6M | 0.01% | −55,042−54.6% | Reduced |
| WCM Investment Management, LLC | 43,158 | $10.9M | 0.02% | −396−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 39,870 | $10.1M | 0.08% | −1,100−2.7% | Reduced |
| Envestnet Asset Management Inc | 39,477 | $10.0M | 0.00% | −9,249−19.0% | Reduced |
| Natixis Advisors, L.P. | 39,179 | $9.93M | 0.01% | −3,047−7.2% | Reduced |
| New York State Teachers Retirement System | 38,354 | $9.72M | 0.02% | +200+0.5% | Added |
| Hantz Financial Services, Inc. | 37,110 | $9.40M | 0.14% | −7,670−17.1% | Reduced |
| Wells Fargo & Company | 36,697 | $9.30M | 0.00% | −3,777−9.3% | Reduced |
| Barclays PLC | 36,476 | $9.24M | 0.00% | +7,055+24.0% | Added |
| State Board of Administration of Florida Retirement System | 34,873 | $8.83M | 0.02% | −593−1.7% | Reduced |
| California State Teachers Retirement System | 34,793 | $8.81M | 0.01% | +628+1.8% | Added |
| Deutsche Bank AG | 34,585 | $8.76M | 0.00% | +27,657+399.2% | Added |
| Citigroup Inc | 33,560 | $8.50M | 0.01% | +14,477+75.9% | Added |
| Oak Harbor Wealth Partners, LLC | 32,807 | $8.31M | 2.05% | 00.0% | Unchanged |
| Jain Global LLC | 32,547 | $8.24M | 0.11% | +22,654+229.0% | Added |
| Ensign Peak Advisors, Inc | 31,666 | $8.02M | 0.01% | −3,040−8.8% | Reduced |
| Citizens Financial Group Inc | 31,214 | $7.91M | 0.11% | +45+0.1% | Added |
| Macquarie Group Ltd | 29,161 | $7.39M | 0.01% | −211−0.7% | Reduced |
| Great West Life Assurance Co | 28,395 | $7.14M | 0.01% | +1,720+6.4% | Added |