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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 15,641 | $3.96M | 0.01% | −48,953−75.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,552 | $4.19M | 0.03% | +2,197+15.3% | Added |
| Treasurer of the State of North Carolina | 16,812 | $4.26M | 0.01% | −661−3.8% | Reduced |
| Bank of Montreal | 17,199 | $4.36M | 0.00% | +2,171+14.4% | Added |
| Mutual of America Capital Management LLC | 18,011 | $4.56M | 0.05% | −1,247−6.5% | Reduced |
| Two Sigma Investments, LP | 18,880 | $4.78M | 0.01% | −15,520−45.1% | Reduced |
| Amalgamated Bank | 19,420 | $4.92M | 0.04% | +355+1.9% | Added |
| E. Ohman J:or Asset Management AB | 19,812 | $5.02M | 0.12% | +1,500+8.2% | Added |
| EFG Asset Management (North America) Corp. | 20,192 | $5.12M | 0.66% | +3,631+21.9% | Added |
| Washington Trust Advisors, Inc. | 20,368 | $5.16M | 0.39% | −418−2.0% | Reduced |
| Rhenman & Partners Asset Management AB | 20,500 | $5.19M | 0.57% | −1,000−4.7% | Reduced |
| Canada Pension Plan Investment Board | 20,900 | $5.29M | 0.00% | −23,800−53.2% | Reduced |
| Trillium Asset Management, LLC | 20,921 | $5.30M | 0.14% | −270−1.3% | Reduced |
| Quantinno Capital Management LP | 21,204 | $5.37M | 0.01% | −770−3.5% | Reduced |
| MetLife Investment Management | 21,789 | $5.52M | 0.03% | −745−3.3% | Reduced |
| STRS Ohio | 21,794 | $5.52M | 0.02% | −11,098−33.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 22,077 | $5.59M | 0.22% | −11,507−34.3% | Reduced |
| Wetherby Asset Management Inc | 25,525 | $6.47M | 0.26% | −343−1.3% | Reduced |
| Mariner, LLC | 26,919 | $6.82M | 0.01% | +15,352+132.7% | Added |
| Primecap Management Co | 27,370 | $6.93M | 0.01% | −50−0.2% | Reduced |
| Capital Fund Management S.A. | 27,710 | $7.02M | 0.07% | +15,617+129.1% | Added |
| Great West Life Assurance Co | 28,395 | $7.14M | 0.01% | +1,720+6.4% | Added |
| Macquarie Group Ltd | 29,161 | $7.39M | 0.01% | −211−0.7% | Reduced |
| Citizens Financial Group Inc | 31,214 | $7.91M | 0.11% | +45+0.1% | Added |
| Ensign Peak Advisors, Inc | 31,666 | $8.02M | 0.01% | −3,040−8.8% | Reduced |
| Jain Global LLC | 32,547 | $8.24M | 0.11% | +22,654+229.0% | Added |
| Oak Harbor Wealth Partners, LLC | 32,807 | $8.31M | 2.05% | 00.0% | Unchanged |
| Citigroup Inc | 33,560 | $8.50M | 0.01% | +14,477+75.9% | Added |
| Deutsche Bank AG | 34,585 | $8.76M | 0.00% | +27,657+399.2% | Added |
| California State Teachers Retirement System | 34,793 | $8.81M | 0.01% | +628+1.8% | Added |
| State Board of Administration of Florida Retirement System | 34,873 | $8.83M | 0.02% | −593−1.7% | Reduced |
| Barclays PLC | 36,476 | $9.24M | 0.00% | +7,055+24.0% | Added |
| Wells Fargo & Company | 36,697 | $9.30M | 0.00% | −3,777−9.3% | Reduced |
| Hantz Financial Services, Inc. | 37,110 | $9.40M | 0.14% | −7,670−17.1% | Reduced |
| New York State Teachers Retirement System | 38,354 | $9.72M | 0.02% | +200+0.5% | Added |
| Natixis Advisors, L.P. | 39,179 | $9.93M | 0.01% | −3,047−7.2% | Reduced |
| Envestnet Asset Management Inc | 39,477 | $10.0M | 0.00% | −9,249−19.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 39,870 | $10.1M | 0.08% | −1,100−2.7% | Reduced |
| WCM Investment Management, LLC | 43,158 | $10.9M | 0.02% | −396−0.9% | Reduced |
| First Trust Advisors LP | 45,681 | $11.6M | 0.01% | −55,042−54.6% | Reduced |
| Driehaus Capital Management LLC | 45,819 | $11.6M | 0.08% | −72,824−61.4% | Reduced |
| Algert Global LLC | 45,875 | $11.6M | 0.19% | +12,830+38.8% | Added |
| State of Wisconsin Investment Board | 45,982 | $11.6M | 0.03% | −1,973−4.1% | Reduced |
| Retirement Systems of Alabama | 47,153 | $11.9M | 0.04% | −180−0.4% | Reduced |
| Intech Investment Management LLC | 48,971 | $12.4M | 0.11% | +5,749+13.3% | Added |
| California Public Employees Retirement System | 49,241 | $12.5M | 0.01% | −11,786−19.3% | Reduced |
| Integral Health Asset Management, LLC | 50,000 | $12.7M | 0.92% | +10,000+25.0% | Added |
| Next Century Growth Investors LLC | 51,928 | $13.2M | 0.96% | +2,186+4.4% | Added |
| American Century Companies Inc | 54,813 | $13.9M | 0.01% | −17,838−24.6% | Reduced |
| Advisor Group Holdings, Inc. | 62,417 | $15.8M | 0.02% | +59,130+1,798.9% | Added |
| Amundi | 63,348 | $16.2M | 0.01% | −325−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 70,252 | $17.8M | 0.07% | −21,821−23.7% | Reduced |
| Swiss National Bank | 71,300 | $18.1M | 0.01% | +1,100+1.6% | Added |
| C WorldWide Group Holding A/S | 72,000 | $18.2M | 0.28% | 00.0% | Unchanged |
| FIL Ltd | 73,484 | $18.6M | 0.01% | −57,356−43.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 74,237 | $18.8M | 0.01% | +66,292+834.4% | Added |
| Azimuth Capital Investment Management LLC | 75,253 | $19.1M | 0.68% | −2,358−3.0% | Reduced |
| Carret Asset Management, LLC | 77,000 | $19.5M | 1.90% | 00.0% | Unchanged |
| Royal Bank of Canada | 77,100 | $19.5M | 0.00% | −18,804−19.6% | Reduced |
| Legal & General Group Plc | 79,032 | $20.0M | 0.00% | −4,711−5.6% | Reduced |
| New York State Common Retirement Fund | 82,849 | $21.0M | 0.03% | +6,642+8.7% | Added |
| Raymond James Financial Inc | 83,128 | $21.1M | 0.01% | +53,187+177.6% | Added |
| Victory Capital Management Inc | 84,611 | $21.4M | 0.01% | −824−1.0% | Reduced |
| Nuveen, LLC | 85,950 | $21.8M | 0.01% | −73,912−46.2% | Reduced |
| NZS Capital, LLC | 86,984 | $22.0M | 0.67% | +17,355+24.9% | Added |
| AXA Investment Managers S.A. | 87,012 | $22.0M | 0.06% | +87,012 | New |
| Manufacturers Life Insurance Company, The | 89,909 | $22.8M | 0.02% | −7,778−8.0% | Reduced |
| Polar Capital Holdings Plc | 90,877 | $23.0M | 0.11% | +24,504+36.9% | Added |
| UBS Asset Management Americas Inc | 92,175 | $23.3M | 0.01% | −81,652−47.0% | Reduced |
| TD Asset Management Inc | 97,528 | $24.7M | 0.02% | −8,742−8.2% | Reduced |
| Loomis Sayles & Co L P | 98,100 | $24.9M | 0.03% | −3,640−3.6% | Reduced |
| Principal Financial Group Inc | 100,973 | $25.6M | 0.01% | −26,485−20.8% | Reduced |
| Los Angeles Capital Management LLC | 104,881 | $26.6M | 0.09% | −22,655−17.8% | Reduced |
| Rhumbline Advisers | 109,728 | $27.8M | 0.02% | −493−0.4% | Reduced |
| Man Group plc | 117,371 | $29.7M | 0.06% | −89,090−43.2% | Reduced |
| Lord, Abbett & Co. LLC | 118,046 | $29.9M | 0.09% | −25,939−18.0% | Reduced |
| Rock Springs Capital Management LP | 120,500 | $30.5M | 1.78% | −8,000−6.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 122,409 | $31.0M | 0.02% | +83,051+211.0% | Added |
| Adage Capital Partners GP, L.L.C. | 137,790 | $34.9M | 0.06% | +28,293+25.8% | Added |
| Braidwell LP | 141,528 | $35.9M | 1.06% | +11,900+9.2% | Added |
| Bellevue Group AG | 146,895 | $37.2M | 0.77% | −27,155−15.6% | Reduced |
| Voya Investment Management LLC | 148,271 | $37.6M | 0.04% | −13,531−8.4% | Reduced |
| SEI Investments Co | 151,266 | $38.3M | 0.04% | +3,768+2.6% | Added |
| Alliancebernstein L.P. | 151,341 | $38.3M | 0.01% | −913−0.6% | Reduced |
| Balyasny Asset Management LLC | 171,623 | $43.5M | 0.09% | +171,623 | New |
| Baird Financial Group, Inc. | 176,569 | $44.7M | 0.07% | −45,317−20.4% | Reduced |
| Ameriprise Financial Inc | 188,000 | $47.6M | 0.01% | +30,508+19.4% | Added |
| UBS Group AG | 190,567 | $48.3M | 0.01% | +100,527+111.6% | Added |
| PFM Health Sciences, LP | 195,085 | $49.4M | 4.21% | +28,824+17.3% | Added |
| Qube Research & Technologies Ltd | 212,536 | $53.8M | 0.08% | +2,826+1.3% | Added |
| Franklin Resources Inc | 213,131 | $54.0M | 0.01% | −16,865−7.3% | Reduced |
| Perceptive Advisors LLC | 220,547 | $55.9M | 1.61% | +187,750+572.5% | Added |
| Artisan Partners Limited Partnership | 223,476 | $56.6M | 0.08% | +19,418+9.5% | Added |
| Millennium Management LLC | 233,306 | $59.1M | 0.05% | +165,097+242.0% | Added |
| AQR Capital Management LLC | 234,455 | $59.4M | 0.04% | −96,535−29.2% | Reduced |
| Bank of America Corp | 259,669 | $65.8M | 0.00% | −3,958−1.5% | Reduced |
| Bank of New York Mellon Corp | 264,591 | $67.0M | 0.01% | −9,746−3.6% | Reduced |
| Goldman Sachs Group Inc | 288,410 | $73.1M | 0.01% | +1,305+0.5% | Added |
| Dimensional Fund Advisors LP | 296,584 | $75.1M | 0.02% | +86,335+41.1% | Added |
| Charles Schwab Investment Management Inc | 303,374 | $76.9M | 0.01% | +13,123+4.5% | Added |