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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1 | $253 | 0.00% | −2−66.7% | Reduced |
| Private Wealth Asset Management, LLC | 1 | $253 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $254 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2 | $507 | 0.00% | −2−50.0% | Reduced |
| Bell Investment Advisors, Inc | 2 | $507 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $507 | 0.00% | +1+100.0% | Added |
| Bogart Wealth, LLC | 2 | $507 | 0.00% | +2 | New |
| South State Corp. | 3 | $760 | 0.00% | −5−62.5% | Reduced |
| Creative Financial Designs Inc | 3 | $760 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $760 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3 | $760 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $760 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 3 | $760 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3 | $760 | 0.00% | +1+50.0% | Added |
| Transamerica Financial Advisors, Inc. | 3 | $760 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $1.01K | 0.00% | −2−33.3% | Reduced |
| Bare Financial Services, Inc | 4 | $1.01K | 0.00% | +2+100.0% | Added |
| Advisory Services Network, LLC | 4 | $1.01K | 0.00% | +4 | New |
| Private Wealth Management Group, LLC | 4 | $1.01K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 5 | $1.27K | 0.00% | +2+66.7% | Added |
| Marquette Asset Management, LLC | 5 | $1.27K | 0.00% | +5 | New |
| Retirement Wealth Solutions LLC | 5 | $1.27K | 0.00% | +5 | New |
| Kilter Group LLC | 6 | $1.52K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 6 | $1.52K | 0.00% | +6 | New |
| JPL Wealth Management, LLC | 6 | $1.52K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 8 | $2.03K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 9 | $2.25K | 0.00% | +9 | New |
| Spire Wealth Management | 9 | $2.28K | 0.00% | −345−97.5% | Reduced |
| Private Trust Co NA | 9 | $2.28K | 0.00% | +1+12.5% | Added |
| TD Private Client Wealth LLC | 10 | $2.53K | 0.00% | −2−16.7% | Reduced |
| Ancora Advisors, LLC | 10 | $2.53K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 11 | $2.79K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 13 | $3.33K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 15 | $3.80K | 0.00% | +15 | New |
| High Note Wealth, LLC | 15 | $3.80K | 0.00% | +15 | New |
| Smithfield Trust Co | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $4.56K | 0.00% | −127−87.6% | Reduced |
| CVA Family Office, LLC | 18 | $4.56K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 20 | $4.99K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 21 | $5.32K | 0.00% | −15−41.7% | Reduced |
| First Horizon Corp | 24 | $6.08K | 0.00% | +24 | New |
| Sunbelt Securities, Inc. | 27 | $6.84K | 0.00% | +6+28.6% | Added |
| Whittier Trust Co | 27 | $6.91K | 0.00% | +27 | New |
| Assetmark, Inc | 29 | $7.35K | 0.00% | +9+45.0% | Added |
| MAI Capital Management | 32 | $8.11K | 0.00% | −24−42.9% | Reduced |
| Farmers & Merchants Investments Inc | 34 | $8.61K | 0.00% | +1+3.0% | Added |
| Northwestern Mutual Wealth Management Co | 40 | $10.1K | 0.00% | −241−85.8% | Reduced |
| Golden State Wealth Management, LLC | 40 | $10.1K | 0.00% | +40 | New |
| IFP Advisors, Inc | 48 | $12.2K | 0.00% | −622−92.8% | Reduced |
| Atlantic Union Bankshares Corp | 50 | $12.7K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 52 | $13.2K | 0.00% | +1+2.0% | Added |
| MCF Advisors LLC | 53 | $13.4K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 57 | $14.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 72 | $18.2K | 0.00% | −22−23.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78 | $19.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 79 | $20.0K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 81 | $20.5K | 0.01% | +81 | New |
| J.Safra Asset Management Corp | 82 | $20.8K | 0.00% | +1+1.2% | Added |
| Nisa Investment Advisors, LLC | 88 | $22.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 93 | $23.4K | 0.00% | +46+97.9% | Added |
| Banque Transatlantique SA | 100 | $25.3K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 100 | $25.3K | 0.00% | +100 | New |
| Wealthspire Advisors, LLC | 108 | $27.4K | 0.00% | +108 | New |
| Huntington National Bank | 111 | $28.1K | 0.00% | −8−6.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 112 | $28.2K | 0.00% | −5−4.3% | Reduced |
| Farther Finance Advisors, LLC | 140 | $35.5K | 0.00% | −2,122−93.8% | Reduced |
| Essential Partners LLC | 144 | $36.5K | 0.01% | −101−41.2% | Reduced |
| Rothschild Investment LLC | 158 | $40.0K | 0.00% | +158 | New |
| Steward Partners Investment Advisory, LLC | 159 | $40.3K | 0.00% | −1,295−89.1% | Reduced |
| Signaturefd, LLC | 160 | $40.5K | 0.00% | −4−2.4% | Reduced |
| EverSource Wealth Advisors, LLC | 161 | $40.8K | 0.00% | −111−40.8% | Reduced |
| Quarry LP | 165 | $41.8K | 0.01% | −16−8.8% | Reduced |
| Covestor Ltd | 179 | $46.0K | 0.03% | +62+53.0% | Added |
| Parkside Financial Bank & Trust | 189 | $47.9K | 0.00% | +29+18.1% | Added |
| Hurley Capital, LLC | 230 | $58.3K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 234 | $59.3K | 0.00% | +16+7.3% | Added |
| Allworth Financial LP | 241 | $61.1K | 0.00% | +64+36.2% | Added |
| Park Place Capital Corp | 245 | $62.1K | 0.01% | −55−18.3% | Reduced |
| Walleye Trading LLC | 252 | $63.8K | 0.00% | +86+51.8% | Added |
| True Wealth Design, LLC | 253 | $64.1K | 0.02% | +103+68.7% | Added |
| Clearstead Advisors, LLC | 277 | $70.2K | 0.00% | −62−18.3% | Reduced |
| Ronald Blue Trust, Inc. | 285 | $72.2K | 0.00% | +1+0.4% | Added |
| State of Wyoming | 286 | $72.5K | 0.01% | +37+14.9% | Added |
| Danske Bank A/S | 300 | $76.0K | 0.00% | −31−9.4% | Reduced |
| AdvisorNet Financial, Inc | 316 | $80.0K | 0.00% | +314+15,700.0% | Added |
| Principal Securities, Inc. | 325 | $82.3K | 0.00% | +21+6.9% | Added |
| Shell Asset Management Co | 331 | $84.0K | 0.01% | −497−60.0% | Reduced |
| Fifth Third Bancorp | 341 | $86.4K | 0.00% | +9+2.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 364 | $92.0K | 0.00% | −8−2.2% | Reduced |
| Ci Investments Inc. | 374 | $95.0K | 0.00% | −233−38.4% | Reduced |
| Umb Bank N A | 397 | $100.6K | 0.00% | −24−5.7% | Reduced |
| Bayforest Capital Ltd | 417 | $105.6K | 0.05% | +17+4.3% | Added |
| Meeder Asset Management Inc | 493 | $124.9K | 0.01% | −2,721−84.7% | Reduced |
| FNY Investment Advisers, LLC | 500 | $126.0K | 0.04% | +500 | New |
| Leonteq Securities AG | 500 | $126.7K | 0.01% | 00.0% | Unchanged |