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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 906 | $229.5K | 0.01% | −23−2.5% | Reduced |
| Glenview Trust Co | 904 | $229.0K | 0.00% | +43+5.0% | Added |
| Profund Advisors LLC | 899 | $227.7K | 0.01% | +43+5.0% | Added |
| Rockefeller Capital Management L.P. | 888 | $224.9K | 0.00% | +888 | New |
| Arcadia Investment Management Corp | 875 | $221.7K | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 867 | $219.6K | 0.00% | −785−47.5% | Reduced |
| Forum Financial Management, LP | 864 | $218.9K | 0.00% | +864 | New |
| Dark Forest Capital Management LP | 860 | $217.9K | 0.01% | −9,112−91.4% | Reduced |
| Wescott Financial Advisory Group, LLC | 853 | $216.1K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 839 | $212.4K | 0.00% | −114−12.0% | Reduced |
| Covenant Partners, LLC | 838 | $212.3K | 0.06% | +838 | New |
| FSM Wealth Advisors, LLC | 834 | $211.3K | 0.03% | +834 | New |
| Scientech Research LLC | 829 | $210.0K | 0.07% | +829 | New |
| M&T Bank Corp | 806 | $204.2K | 0.00% | −481−37.4% | Reduced |
| Fielder Capital Group LLC | 802 | $203.2K | 0.05% | +15+1.9% | Added |
| Coldstream Capital Management Inc | 795 | $201.4K | 0.00% | −19−2.3% | Reduced |
| GAMMA Investing LLC | 783 | $198.3K | 0.01% | +22+2.9% | Added |
| Jones Financial Companies LLLP | 704 | $178.4K | 0.00% | −88−11.1% | Reduced |
| RiverPark Advisors, LLC | 645 | $163.4K | 0.07% | −184−22.2% | Reduced |
| Cornerstone Planning Group LLC | 904 | $133.4K | 0.02% | +904 | New |
| Quent Capital, LLC | 509 | $128.9K | 0.01% | +509 | New |
| Leonteq Securities AG | 500 | $126.7K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $126.0K | 0.04% | +500 | New |
| Meeder Asset Management Inc | 493 | $124.9K | 0.01% | −2,721−84.7% | Reduced |
| Bayforest Capital Ltd | 417 | $105.6K | 0.05% | +17+4.3% | Added |
| Umb Bank N A | 397 | $100.6K | 0.00% | −24−5.7% | Reduced |
| Ci Investments Inc. | 374 | $95.0K | 0.00% | −233−38.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 364 | $92.0K | 0.00% | −8−2.2% | Reduced |
| Fifth Third Bancorp | 341 | $86.4K | 0.00% | +9+2.7% | Added |
| Shell Asset Management Co | 331 | $84.0K | 0.01% | −497−60.0% | Reduced |
| Principal Securities, Inc. | 325 | $82.3K | 0.00% | +21+6.9% | Added |
| AdvisorNet Financial, Inc | 316 | $80.0K | 0.00% | +314+15,700.0% | Added |
| Danske Bank A/S | 300 | $76.0K | 0.00% | −31−9.4% | Reduced |
| State of Wyoming | 286 | $72.5K | 0.01% | +37+14.9% | Added |
| Ronald Blue Trust, Inc. | 285 | $72.2K | 0.00% | +1+0.4% | Added |
| Clearstead Advisors, LLC | 277 | $70.2K | 0.00% | −62−18.3% | Reduced |
| True Wealth Design, LLC | 253 | $64.1K | 0.02% | +103+68.7% | Added |
| Walleye Trading LLC | 252 | $63.8K | 0.00% | +86+51.8% | Added |
| Park Place Capital Corp | 245 | $62.1K | 0.01% | −55−18.3% | Reduced |
| Allworth Financial LP | 241 | $61.1K | 0.00% | +64+36.2% | Added |
| Parallel Advisors, LLC | 234 | $59.3K | 0.00% | +16+7.3% | Added |
| Hurley Capital, LLC | 230 | $58.3K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 189 | $47.9K | 0.00% | +29+18.1% | Added |
| Covestor Ltd | 179 | $46.0K | 0.03% | +62+53.0% | Added |
| Quarry LP | 165 | $41.8K | 0.01% | −16−8.8% | Reduced |
| EverSource Wealth Advisors, LLC | 161 | $40.8K | 0.00% | −111−40.8% | Reduced |
| Signaturefd, LLC | 160 | $40.5K | 0.00% | −4−2.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 159 | $40.3K | 0.00% | −1,295−89.1% | Reduced |
| Rothschild Investment LLC | 158 | $40.0K | 0.00% | +158 | New |
| Essential Partners LLC | 144 | $36.5K | 0.01% | −101−41.2% | Reduced |
| Farther Finance Advisors, LLC | 140 | $35.5K | 0.00% | −2,122−93.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 112 | $28.2K | 0.00% | −5−4.3% | Reduced |
| Huntington National Bank | 111 | $28.1K | 0.00% | −8−6.7% | Reduced |
| Wealthspire Advisors, LLC | 108 | $27.4K | 0.00% | +108 | New |
| Mather Group, LLC. | 100 | $25.3K | 0.00% | +100 | New |
| Banque Transatlantique SA | 100 | $25.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 93 | $23.4K | 0.00% | +46+97.9% | Added |
| Nisa Investment Advisors, LLC | 88 | $22.3K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 82 | $20.8K | 0.00% | +1+1.2% | Added |
| Caitong International Asset Management Co., Ltd | 81 | $20.5K | 0.01% | +81 | New |
| Rise Advisors, LLC | 79 | $20.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78 | $19.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 72 | $18.2K | 0.00% | −22−23.4% | Reduced |
| Sterling Capital Management LLC | 57 | $14.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 53 | $13.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 52 | $13.2K | 0.00% | +1+2.0% | Added |
| Atlantic Union Bankshares Corp | 50 | $12.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 48 | $12.2K | 0.00% | −622−92.8% | Reduced |
| 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 |
| Farmers & Merchants Investments Inc | 34 | $8.61K | 0.00% | +1+3.0% | Added |
| MAI Capital Management | 32 | $8.11K | 0.00% | −24−42.9% | Reduced |
| Assetmark, Inc | 29 | $7.35K | 0.00% | +9+45.0% | Added |
| Whittier Trust Co | 27 | $6.91K | 0.00% | +27 | New |
| Sunbelt Securities, Inc. | 27 | $6.84K | 0.00% | +6+28.6% | Added |
| First Horizon Corp | 24 | $6.08K | 0.00% | +24 | New |
| Global Retirement Partners, LLC | 21 | $5.32K | 0.00% | −15−41.7% | Reduced |
| Key Financial Inc | 20 | $4.99K | 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 |
| Smithfield Trust Co | 17 | $4.00K | 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 |
| Whittier Trust Co of Nevada Inc | 13 | $3.33K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 11 | $2.79K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Rossby Financial, LCC | 9 | $2.25K | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 8 | $2.03K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 6 | $1.52K | 0.00% | +6 | New |
| Kilter Group LLC | 6 | $1.52K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 6 | $1.52K | 0.00% | +6 | New |
| 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 |
| Private Wealth Management Group, LLC | 4 | $1.01K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $1.01K | 0.00% | −2−33.3% | Reduced |