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 |
|---|---|---|---|---|---|
| Diversify Advisory Services, LLC | 3,678 | $831.9K | 0.03% | +546+17.4% | Added |
| United Capital Financial Advisers, LLC | 3,311 | $838.7K | 0.01% | +3,311 | New |
| Baker Avenue Asset Management, LP | 3,429 | $868.6K | 0.02% | +59+1.8% | Added |
| Norden Group LLC | 3,547 | $898.5K | 0.09% | −536−13.1% | Reduced |
| HighTower Advisors, LLC | 3,595 | $910.7K | 0.00% | −1,772−33.0% | Reduced |
| OP Asset Management Ltd | 3,600 | $912.0K | 0.01% | +547+17.9% | Added |
| Keybank National Association | 3,662 | $927.7K | 0.00% | +1,011+38.1% | Added |
| Mercer Global Advisors Inc | 3,683 | $933.0K | 0.00% | +1,249+51.3% | Added |
| Perbak Capital Partners LLP | 3,773 | $955.8K | 0.17% | +2,277+152.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,902 | $971.8K | 0.00% | −1,097−21.9% | Reduced |
| Calamos Advisors LLC | 3,838 | $972.2K | 0.00% | +1,044+37.4% | Added |
| 17 Capital Partners, LLC | 3,862 | $978.3K | 0.53% | +6+0.2% | Added |
| Bayesian Capital Management, LP | 3,903 | $988.7K | 0.20% | +3,903 | New |
| Diversify Wealth Management, LLC | 4,451 | $1.01M | 0.06% | +1,260+39.5% | Added |
| Argonautica Private Wealth Management, Inc | 4,017 | $1.02M | 0.30% | −15−0.4% | Reduced |
| Horizon Investments, LLC | 4,045 | $1.02M | 0.01% | −1,633−28.8% | Reduced |
| Picton Mahoney Asset Management | 4,058 | $1.03M | 0.01% | +4,058 | New |
| Creative Planning | 4,127 | $1.05M | 0.00% | +1,940+88.7% | Added |
| BNP Paribas Arbitrage, SA | 4,163 | $1.05M | 0.00% | −1,418−25.4% | Reduced |
| State of Alaska, Department of Revenue | 4,265 | $1.08M | 0.01% | −85−2.0% | Reduced |
| Bessemer Group Inc | 4,338 | $1.10M | 0.00% | +41+1.0% | Added |
| Sheets Smith Investment Management | 4,407 | $1.12M | 0.72% | +120+2.8% | Added |
| Alliance Wealth Advisors, LLC | 4,426 | $1.12M | 0.26% | +970+28.1% | Added |
| AlTi Global, Inc. | 4,474 | $1.13M | 0.03% | +5+0.1% | Added |
| SG Americas Securities, LLC | 4,547 | $1.15M | 0.00% | +2,655+140.3% | Added |
| JustInvest LLC | 4,567 | $1.16M | 0.01% | +124+2.8% | Added |
| Virginia Retirement Systems Et Al | 4,602 | $1.17M | 0.01% | −800−14.8% | Reduced |
| Toroso Investments, LLC | 4,691 | $1.19M | 0.01% | +981+26.4% | Added |
| Neuberger Berman Group LLC | 4,999 | $1.27M | 0.00% | +47+0.9% | Added |
| Pictet Asset Management Holding SA | 5,092 | $1.29M | 0.00% | −763−13.0% | Reduced |
| Summit Trail Advisors, LLC | 5,120 | $1.30M | 0.02% | +5,120 | New |
| Pacer Advisors, Inc. | 5,140 | $1.30M | 0.00% | +3,270+174.9% | Added |
| Magnetar Financial LLC | 5,163 | $1.31M | 0.01% | −26,473−83.7% | Reduced |
| Van Eck Associates Corp | 5,227 | $1.32M | 0.00% | +5,227 | New |
| Onyx Bridge Wealth Group LLC | 5,231 | $1.33M | 0.14% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 5,311 | $1.35M | 0.06% | −163−3.0% | Reduced |
| S&CO Inc | 5,500 | $1.39M | 0.09% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 5,659 | $1.43M | 0.03% | −16,161−74.1% | Reduced |
| CWM, LLC | 5,846 | $1.48M | 0.00% | +104+1.8% | Added |
| Utah Retirement Systems | 6,091 | $1.54M | 0.01% | 00.0% | Unchanged |
| One Capital Management, LLC | 6,204 | $1.57M | 0.05% | +2,229+56.1% | Added |
| Future Fund LLC | 6,204 | $1.57M | 0.55% | +2,229+56.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,213 | $1.57M | 0.01% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 6,215 | $1.57M | 0.08% | +6,215 | New |
| Oppenheimer Asset Management Inc. | 6,398 | $1.62M | 0.02% | −1,089−14.5% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 6,411 | $1.62M | 0.02% | +6,411 | New |
| Lazard Asset Management LLC | 6,543 | $1.66M | 0.00% | +5,641+625.4% | Added |
| Exchange Traded Concepts, LLC | 6,625 | $1.68M | 0.02% | +723+12.3% | Added |
| Candriam Luxembourg S.C.A. | 6,729 | $1.70M | 0.01% | −6,419−48.8% | Reduced |
| Diversified Trust Co | 6,745 | $1.71M | 0.03% | −1,620−19.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,286 | $1.85M | 0.00% | +227+3.2% | Added |
| Ameritas Investment Partners, Inc. | 7,310 | $1.85M | 0.06% | −209−2.8% | Reduced |
| Wesbanco Bank Inc | 7,502 | $1.90M | 0.05% | +7,502 | New |
| Edmond de Rothschild Holding S.A. | 7,540 | $1.91M | 0.03% | +2,540+50.8% | Added |
| D. E. Shaw & Co., Inc. | 7,586 | $1.92M | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 7,700 | $1.95M | 0.01% | +200+2.7% | Added |
| Employees Retirement System of Texas | 7,749 | $1.96M | 0.02% | +243+3.2% | Added |
| New Mexico Educational Retirement Board | 7,800 | $1.98M | 0.06% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 7,879 | $2.00M | 0.88% | −187−2.3% | Reduced |
| Oregon Public Employees Retirement Fund | 7,881 | $2.00M | 0.03% | 00.0% | Unchanged |
| Delta Global Management LP | 7,896 | $2.00M | 0.15% | +7,896 | New |
| Xponance, Inc. | 7,934 | $2.01M | 0.02% | +99+1.3% | Added |
| Blair William & Co | 8,108 | $2.05M | 0.01% | −2,456−23.2% | Reduced |
| Simplify Asset Management Inc. | 8,342 | $2.11M | 0.04% | +8,342 | New |
| Northwestern Mutual Investment Management Company, LLC | 8,693 | $2.20M | 0.03% | +47+0.5% | Added |
| Exome Asset Management LLC | 9,000 | $2.28M | 1.51% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 9,129 | $2.31M | 0.10% | −624−6.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,299 | $2.36M | 0.00% | −206−2.2% | Reduced |
| State of Michigan Retirement System | 9,314 | $2.36M | 0.01% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 9,460 | $2.40M | 0.15% | −242−2.5% | Reduced |
| Jane Street Group, LLC | 9,517 | $2.41M | 0.00% | −22,945−70.7% | Reduced |
| Cerity Partners LLC | 9,858 | $2.50M | 0.00% | −172−1.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,009 | $2.54M | 0.01% | +59+0.6% | Added |
| Handelsbanken Fonder AB | 10,358 | $2.62M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 10,710 | $2.71M | 0.01% | −764−6.7% | Reduced |
| US Bancorp | 10,727 | $2.72M | 0.00% | −108−1.0% | Reduced |
| Arizona State Retirement System | 10,886 | $2.76M | 0.01% | +161+1.5% | Added |
| Louisiana State Employees Retirement System | 10,900 | $2.76M | 0.05% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 10,929 | $2.77M | 0.01% | −6,248−36.4% | Reduced |
| Fred Alger Management, LLC | 10,981 | $2.78M | 0.01% | +2,581+30.7% | Added |
| Illinois Municipal Retirement Fund | 11,030 | $2.79M | 0.04% | +1,749+18.8% | Added |
| Verition Fund Management LLC | 11,412 | $2.89M | 0.02% | −1,431−11.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 11,602 | $2.94M | 0.30% | +50.0% | Added |
| Marshall Wace, LLP | 11,665 | $2.95M | 0.00% | −70,366−85.8% | Reduced |
| Public Employees Retirement System of Ohio | 11,761 | $2.98M | 0.01% | −16,099−57.8% | Reduced |
| Russell Investments Group, Ltd. | 11,933 | $3.02M | 0.00% | −14,671−55.1% | Reduced |
| Teacher Retirement System of Texas | 11,949 | $3.03M | 0.01% | −902−7.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 12,158 | $3.08M | 0.01% | −183−1.5% | Reduced |
| LPL Financial LLC | 12,373 | $3.13M | 0.00% | −16,111−56.6% | Reduced |
| State of New Jersey Common Pension Fund D | 12,395 | $3.14M | 0.01% | +25+0.2% | Added |
| Agf Management Ltd | 12,412 | $3.14M | 0.01% | +12,412 | New |
| Silvercrest Asset Management Group LLC | 12,523 | $3.17M | 0.02% | +3,817+43.8% | Added |
| Hussman Strategic Advisors, Inc. | 12,600 | $3.19M | 0.69% | +12,600 | New |
| Yousif Capital Management, LLC | 12,670 | $3.21M | 0.03% | −788−5.9% | Reduced |
| Ieq Capital, LLC | 13,158 | $3.33M | 0.01% | −3,162−19.4% | Reduced |
| Bamco Inc | 13,500 | $3.42M | 0.01% | −4,000−22.9% | Reduced |
| Commerce Bank | 13,818 | $3.50M | 0.02% | +1,391+11.2% | Added |
| Walleye Capital LLC | 13,899 | $3.52M | 0.03% | +13,899 | New |
| Susquehanna Portfolio Strategies, LLC | 14,353 | $3.64M | 0.06% | +14,353 | New |
| Gotham Asset Management, LLC | 15,116 | $3.83M | 0.02% | −4,741−23.9% | Reduced |