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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 4,338 | $1.10M | 0.00% | +41+1.0% | Added |
| State of Alaska, Department of Revenue | 4,265 | $1.08M | 0.01% | −85−2.0% | Reduced |
| BNP Paribas Arbitrage, SA | 4,163 | $1.05M | 0.00% | −1,418−25.4% | Reduced |
| Creative Planning | 4,127 | $1.05M | 0.00% | +1,940+88.7% | Added |
| Picton Mahoney Asset Management | 4,058 | $1.03M | 0.01% | +4,058 | New |
| Horizon Investments, LLC | 4,045 | $1.02M | 0.01% | −1,633−28.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,017 | $1.02M | 0.30% | −15−0.4% | Reduced |
| Diversify Wealth Management, LLC | 4,451 | $1.01M | 0.06% | +1,260+39.5% | Added |
| Bayesian Capital Management, LP | 3,903 | $988.7K | 0.20% | +3,903 | New |
| 17 Capital Partners, LLC | 3,862 | $978.3K | 0.53% | +6+0.2% | Added |
| Calamos Advisors LLC | 3,838 | $972.2K | 0.00% | +1,044+37.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,902 | $971.8K | 0.00% | −1,097−21.9% | Reduced |
| Perbak Capital Partners LLP | 3,773 | $955.8K | 0.17% | +2,277+152.2% | Added |
| Mercer Global Advisors Inc | 3,683 | $933.0K | 0.00% | +1,249+51.3% | Added |
| Keybank National Association | 3,662 | $927.7K | 0.00% | +1,011+38.1% | Added |
| OP Asset Management Ltd | 3,600 | $912.0K | 0.01% | +547+17.9% | Added |
| HighTower Advisors, LLC | 3,595 | $910.7K | 0.00% | −1,772−33.0% | Reduced |
| Norden Group LLC | 3,547 | $898.5K | 0.09% | −536−13.1% | Reduced |
| Baker Avenue Asset Management, LP | 3,429 | $868.6K | 0.02% | +59+1.8% | Added |
| United Capital Financial Advisers, LLC | 3,311 | $838.7K | 0.01% | +3,311 | New |
| Diversify Advisory Services, LLC | 3,678 | $831.9K | 0.03% | +546+17.4% | Added |
| Abbot Financial Management, Inc. | 3,254 | $824.3K | 0.35% | +42+1.3% | Added |
| Prudential Financial Inc | 3,148 | $797.5K | 0.00% | −7,588−70.7% | Reduced |
| Aigen Investment Management, LP | 3,062 | $775.7K | 0.12% | +326+11.9% | Added |
| Yorktown Management & Research Co Inc | 3,000 | $760.0K | 0.61% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 2,975 | $753.6K | 0.00% | −180−5.7% | Reduced |
| Federated Hermes, Inc. | 2,936 | $743.7K | 0.00% | −679−18.8% | Reduced |
| Securian Asset Management, Inc | 2,901 | $734.9K | 0.02% | −100−3.3% | Reduced |
| Stifel Financial Corp | 2,865 | $725.8K | 0.00% | −66−2.3% | Reduced |
| Prelude Capital Management, LLC | 2,855 | $723.2K | 0.06% | −464−14.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,787 | $706.0K | 0.00% | +491+21.4% | Added |
| 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 |
| Vestcor Inc | 2,730 | $692.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,584 | $654.6K | 0.01% | +2,552+7,975.0% | Added |
| CI Private Wealth, LLC | 2,574 | $652.1K | 0.00% | +239+10.2% | Added |
| Prospera Financial Services Inc | 2,523 | $639.1K | 0.01% | +2,523 | New |
| Federation des caisses Desjardins du Quebec | 2,484 | $629.2K | 0.00% | +2,484 | New |
| Portside Wealth Group, LLC | 2,449 | $620.4K | 0.09% | +300+14.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,430 | $616.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,377 | $602.1K | 0.00% | −41−1.7% | Reduced |
| Oak Thistle LLC | 2,366 | $599.4K | 0.09% | +268+12.8% | Added |
| Colony Group, LLC | 2,342 | $593.3K | 0.00% | −427−15.4% | Reduced |
| Crossmark Global Holdings, Inc. | 2,261 | $572.8K | 0.01% | −1,113−33.0% | Reduced |
| Cache Advisors, LLC | 2,250 | $570.0K | 0.10% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,200 | $557.3K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,124 | $538.1K | 0.01% | +1,211+132.6% | Added |
| J2 Capital Management Inc | 2,095 | $530.7K | 0.40% | +416+24.8% | Added |
| Pinebridge Investments, L.P. | 2,081 | $527.2K | 0.00% | −5,889−73.9% | Reduced |
| Knollwood Investment Advisory, LLC | 2,013 | $509.9K | 0.05% | 00.0% | Unchanged |
| Intrust Bank NA | 1,998 | $506.1K | 0.04% | −671−25.1% | Reduced |
| Sherbrooke Park Advisers LLC | 1,966 | $498.0K | 0.23% | −1,527−43.7% | Reduced |
| Captrust Financial Advisors | 1,963 | $497.3K | 0.00% | −23−1.2% | Reduced |
| Integrated Wealth Concepts LLC | 1,928 | $488.4K | 0.00% | +316+19.6% | Added |
| O'Shaughnessy Asset Management, LLC | 1,870 | $473.7K | 0.00% | −74−3.8% | Reduced |
| Sheets Smith Wealth Management | 1,854 | $469.7K | 0.05% | +323+21.1% | Added |
| Skopos Labs, Inc. | 1,771 | $454.1K | 0.06% | +39+2.3% | Added |
| Cetera Investment Advisers | 1,781 | $451.2K | 0.00% | −438−19.7% | Reduced |
| Castleark Management LLC | 1,726 | $437.2K | 0.01% | −22,865−93.0% | Reduced |
| Maryland State Retirement & Pension System | 1,723 | $436.5K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 1,689 | $427.9K | 0.00% | +738+77.6% | Added |
| Alps Advisors Inc | 1,670 | $423.0K | 0.00% | +1,670 | New |
| ProShare Advisors LLC | 1,658 | $420.0K | 0.00% | −59−3.4% | Reduced |
| Evergreen Capital Management LLC | 1,638 | $414.9K | 0.01% | +665+68.3% | Added |
| Concurrent Investment Advisors, LLC | 1,575 | $399.0K | 0.01% | +600+61.5% | Added |
| QRG Capital Management, Inc. | 1,549 | $392.4K | 0.00% | −369−19.2% | Reduced |
| Bank of Nova Scotia | 1,517 | $384.3K | 0.00% | +1,517 | New |
| Legacy Wealth Asset Management, LLC | 1,511 | $382.8K | 0.09% | −3−0.2% | Reduced |
| Optimize Financial Inc | 1,509 | $382.3K | 0.20% | +1,509 | New |
| HSBC Holdings PLC | 1,492 | $378.0K | 0.00% | −14,965−90.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,488 | $378.0K | 0.00% | +72+5.1% | Added |
| Cynosure Management, LLC | 1,469 | $372.1K | 0.04% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,451 | $368.0K | 0.00% | −140−8.8% | Reduced |
| Banque Pictet & Cie SA | 1,446 | $366.3K | 0.00% | −9−0.6% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,422 | $360.2K | 0.08% | +1,422 | New |
| Allianz Asset Management GmbH | 1,400 | $354.6K | 0.00% | −1,068−43.3% | Reduced |
| Twinbeech Capital LP | 1,393 | $352.9K | 0.01% | −45,840−97.1% | Reduced |
| Vident Advisory, LLC | 1,392 | $352.6K | 0.00% | −22−1.6% | Reduced |
| 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 |
| Shelton Capital Management | 1,378 | $349.1K | 0.01% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 1,378 | $349.1K | 0.22% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,359 | $344.3K | 0.01% | −72−5.0% | Reduced |
| Moneta Group Investment Advisors LLC | 1,313 | $332.6K | 0.00% | −5−0.4% | Reduced |
| Malaga Cove Capital, LLC | 1,288 | $326.3K | 0.12% | +1,288 | New |
| Bridgewater Associates, LP | 1,280 | $324.3K | 0.00% | −2,034−61.4% | Reduced |
| Everence Capital Management Inc | 1,280 | $324.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,232 | $312.1K | 0.01% | −25−2.0% | Reduced |
| CIBC Asset Management Inc | 1,208 | $306.0K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 1,203 | $304.7K | 0.07% | −2,494−67.5% | Reduced |
| Brinker Capital Investments, LLC | 1,201 | $304.2K | 0.00% | +82+7.3% | Added |
| Wolverine Trading, LLC | 1,175 | $295.7K | 0.01% | +1,175 | New |
| Equitable Holdings, Inc. | 1,149 | $291.1K | 0.00% | −91−7.3% | Reduced |
| Concorde Asset Management, LLC | 1,100 | $277.9K | 0.12% | +1,100 | New |
| Quest Partners LLC | 1,093 | $276.9K | 0.02% | +255+30.4% | Added |
| Pallas Capital Advisors LLC | 1,088 | $275.6K | 0.01% | −464−29.9% | Reduced |
| Daner Wealth Management, LLC | 1,083 | $269.7K | 0.18% | +201+22.8% | Added |
| KBC Group NV | 971 | $246.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 949 | $240.4K | 0.00% | −521−35.4% | Reduced |
| Winton Group Ltd | 940 | $238.1K | 0.01% | −3,526−79.0% | Reduced |