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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 509 | $128.9K | 0.01% | +509 | New |
| Cornerstone Planning Group LLC | 904 | $133.4K | 0.02% | +904 | New |
| RiverPark Advisors, LLC | 645 | $163.4K | 0.07% | −184−22.2% | Reduced |
| Jones Financial Companies LLLP | 704 | $178.4K | 0.00% | −88−11.1% | Reduced |
| GAMMA Investing LLC | 783 | $198.3K | 0.01% | +22+2.9% | Added |
| Coldstream Capital Management Inc | 795 | $201.4K | 0.00% | −19−2.3% | Reduced |
| Fielder Capital Group LLC | 802 | $203.2K | 0.05% | +15+1.9% | Added |
| M&T Bank Corp | 806 | $204.2K | 0.00% | −481−37.4% | Reduced |
| Scientech Research LLC | 829 | $210.0K | 0.07% | +829 | New |
| FSM Wealth Advisors, LLC | 834 | $211.3K | 0.03% | +834 | New |
| Covenant Partners, LLC | 838 | $212.3K | 0.06% | +838 | New |
| Kestra Advisory Services, LLC | 839 | $212.4K | 0.00% | −114−12.0% | Reduced |
| Wescott Financial Advisory Group, LLC | 853 | $216.1K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 860 | $217.9K | 0.01% | −9,112−91.4% | Reduced |
| Forum Financial Management, LP | 864 | $218.9K | 0.00% | +864 | New |
| Merit Financial Group, LLC | 867 | $219.6K | 0.00% | −785−47.5% | Reduced |
| Arcadia Investment Management Corp | 875 | $221.7K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 888 | $224.9K | 0.00% | +888 | New |
| Profund Advisors LLC | 899 | $227.7K | 0.01% | +43+5.0% | Added |
| Glenview Trust Co | 904 | $229.0K | 0.00% | +43+5.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 906 | $229.5K | 0.01% | −23−2.5% | Reduced |
| Winton Group Ltd | 940 | $238.1K | 0.01% | −3,526−79.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 949 | $240.4K | 0.00% | −521−35.4% | Reduced |
| KBC Group NV | 971 | $246.0K | 0.00% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 1,083 | $269.7K | 0.18% | +201+22.8% | Added |
| Pallas Capital Advisors LLC | 1,088 | $275.6K | 0.01% | −464−29.9% | Reduced |
| Quest Partners LLC | 1,093 | $276.9K | 0.02% | +255+30.4% | Added |
| Concorde Asset Management, LLC | 1,100 | $277.9K | 0.12% | +1,100 | New |
| Equitable Holdings, Inc. | 1,149 | $291.1K | 0.00% | −91−7.3% | Reduced |
| Wolverine Trading, LLC | 1,175 | $295.7K | 0.01% | +1,175 | New |
| Brinker Capital Investments, LLC | 1,201 | $304.2K | 0.00% | +82+7.3% | Added |
| Inceptionr LLC | 1,203 | $304.7K | 0.07% | −2,494−67.5% | Reduced |
| CIBC Asset Management Inc | 1,208 | $306.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,232 | $312.1K | 0.01% | −25−2.0% | Reduced |
| Everence Capital Management Inc | 1,280 | $324.0K | 0.02% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 1,280 | $324.3K | 0.00% | −2,034−61.4% | Reduced |
| Malaga Cove Capital, LLC | 1,288 | $326.3K | 0.12% | +1,288 | New |
| Moneta Group Investment Advisors LLC | 1,313 | $332.6K | 0.00% | −5−0.4% | Reduced |
| We Are One Seven, LLC | 1,359 | $344.3K | 0.01% | −72−5.0% | Reduced |
| Shelton Capital Management | 1,378 | $349.1K | 0.01% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 1,378 | $349.1K | 0.22% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,381 | $349.8K | 0.00% | −229−14.2% | Reduced |
| Great Lakes Advisors, LLC | 1,381 | $349.8K | 0.00% | +1,381 | New |
| Vident Advisory, LLC | 1,392 | $352.6K | 0.00% | −22−1.6% | Reduced |
| Twinbeech Capital LP | 1,393 | $352.9K | 0.01% | −45,840−97.1% | Reduced |
| Allianz Asset Management GmbH | 1,400 | $354.6K | 0.00% | −1,068−43.3% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,422 | $360.2K | 0.08% | +1,422 | New |
| Banque Pictet & Cie SA | 1,446 | $366.3K | 0.00% | −9−0.6% | Reduced |
| Park Avenue Securities LLC | 1,451 | $368.0K | 0.00% | −140−8.8% | Reduced |
| Cynosure Management, LLC | 1,469 | $372.1K | 0.04% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,488 | $378.0K | 0.00% | +72+5.1% | Added |
| HSBC Holdings PLC | 1,492 | $378.0K | 0.00% | −14,965−90.9% | Reduced |
| Optimize Financial Inc | 1,509 | $382.3K | 0.20% | +1,509 | New |
| Legacy Wealth Asset Management, LLC | 1,511 | $382.8K | 0.09% | −3−0.2% | Reduced |
| Bank of Nova Scotia | 1,517 | $384.3K | 0.00% | +1,517 | New |
| QRG Capital Management, Inc. | 1,549 | $392.4K | 0.00% | −369−19.2% | Reduced |
| Concurrent Investment Advisors, LLC | 1,575 | $399.0K | 0.01% | +600+61.5% | Added |
| Evergreen Capital Management LLC | 1,638 | $414.9K | 0.01% | +665+68.3% | Added |
| ProShare Advisors LLC | 1,658 | $420.0K | 0.00% | −59−3.4% | Reduced |
| Alps Advisors Inc | 1,670 | $423.0K | 0.00% | +1,670 | New |
| Swiss Life Asset Management Ltd | 1,689 | $427.9K | 0.00% | +738+77.6% | Added |
| Maryland State Retirement & Pension System | 1,723 | $436.5K | 0.01% | 00.0% | Unchanged |
| Castleark Management LLC | 1,726 | $437.2K | 0.01% | −22,865−93.0% | Reduced |
| Cetera Investment Advisers | 1,781 | $451.2K | 0.00% | −438−19.7% | Reduced |
| Skopos Labs, Inc. | 1,771 | $454.1K | 0.06% | +39+2.3% | Added |
| Sheets Smith Wealth Management | 1,854 | $469.7K | 0.05% | +323+21.1% | Added |
| O'Shaughnessy Asset Management, LLC | 1,870 | $473.7K | 0.00% | −74−3.8% | Reduced |
| Integrated Wealth Concepts LLC | 1,928 | $488.4K | 0.00% | +316+19.6% | Added |
| Captrust Financial Advisors | 1,963 | $497.3K | 0.00% | −23−1.2% | Reduced |
| Sherbrooke Park Advisers LLC | 1,966 | $498.0K | 0.23% | −1,527−43.7% | Reduced |
| Intrust Bank NA | 1,998 | $506.1K | 0.04% | −671−25.1% | Reduced |
| Knollwood Investment Advisory, LLC | 2,013 | $509.9K | 0.05% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 2,081 | $527.2K | 0.00% | −5,889−73.9% | Reduced |
| J2 Capital Management Inc | 2,095 | $530.7K | 0.40% | +416+24.8% | Added |
| Tower Research Capital LLC (TRC) | 2,124 | $538.1K | 0.01% | +1,211+132.6% | Added |
| Leavell Investment Management, Inc. | 2,200 | $557.3K | 0.02% | 00.0% | Unchanged |
| Cache Advisors, LLC | 2,250 | $570.0K | 0.10% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,261 | $572.8K | 0.01% | −1,113−33.0% | Reduced |
| Colony Group, LLC | 2,342 | $593.3K | 0.00% | −427−15.4% | Reduced |
| Oak Thistle LLC | 2,366 | $599.4K | 0.09% | +268+12.8% | Added |
| Guggenheim Capital LLC | 2,377 | $602.1K | 0.00% | −41−1.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,430 | $616.0K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,449 | $620.4K | 0.09% | +300+14.0% | Added |
| Federation des caisses Desjardins du Quebec | 2,484 | $629.2K | 0.00% | +2,484 | New |
| Prospera Financial Services Inc | 2,523 | $639.1K | 0.01% | +2,523 | New |
| CI Private Wealth, LLC | 2,574 | $652.1K | 0.00% | +239+10.2% | Added |
| SRS Capital Advisors, Inc. | 2,584 | $654.6K | 0.01% | +2,552+7,975.0% | Added |
| Vestcor Inc | 2,730 | $692.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,750 | $696.6K | 0.02% | −122−4.2% | Reduced |
| Rathbone Brothers plc | 2,750 | $696.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,787 | $706.0K | 0.00% | +491+21.4% | Added |
| Prelude Capital Management, LLC | 2,855 | $723.2K | 0.06% | −464−14.0% | Reduced |
| Stifel Financial Corp | 2,865 | $725.8K | 0.00% | −66−2.3% | Reduced |
| Securian Asset Management, Inc | 2,901 | $734.9K | 0.02% | −100−3.3% | Reduced |
| Federated Hermes, Inc. | 2,936 | $743.7K | 0.00% | −679−18.8% | Reduced |
| Pathstone Holdings, LLC | 2,975 | $753.6K | 0.00% | −180−5.7% | Reduced |
| Yorktown Management & Research Co Inc | 3,000 | $760.0K | 0.61% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 3,062 | $775.7K | 0.12% | +326+11.9% | Added |
| Prudential Financial Inc | 3,148 | $797.5K | 0.00% | −7,588−70.7% | Reduced |
| Abbot Financial Management, Inc. | 3,254 | $824.3K | 0.35% | +42+1.3% | Added |