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, Q4 2025
Institutional positions in Penumbra Inc as of Dec 31, 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
- 440
- +28 vs. Q3 2025
- Shares held
- 36.8M
- +654.4K (+1.8%) vs. Q3 2025
- Total value
- $11.4B
- +$2.29B (+25.0%) vs. Q3 2025
- New holders
- 79
- 125 more added
- Sold out
- 51
- 178 more reduced
9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,131,942 | $1.60B | 0.08% | −759,723−12.9% | Reduced |
| BlackRock, Inc. | 4,141,230 | $1.29B | 0.02% | −29,662−0.7% | Reduced |
| Vanguard Group Inc | 3,770,569 | $1.17B | 0.02% | −64,914−1.7% | Reduced |
| Price T Rowe Associates Inc | 1,644,094 | $511.2M | 0.06% | −150,173−8.4% | Reduced |
| State Street Corp | 1,157,417 | $359.9M | 0.01% | −7,533−0.6% | Reduced |
| Citadel Advisors LLC | 990,275 | $307.9M | 0.21% | +19,277+2.0% | Added |
| Baillie Gifford & Co | 876,325 | $272.5M | 0.23% | −32,221−3.5% | Reduced |
| RTW Investments, LP | 866,499 | $269.4M | 2.70% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 797,490 | $247.9M | 0.02% | −46,207−5.5% | Reduced |
| Geode Capital Management, LLC | 766,510 | $238.4M | 0.01% | +18,738+2.5% | Added |
| Clearbridge Investments, LLC | 690,814 | $214.8M | 0.17% | −66,694−8.8% | Reduced |
| Millennium Management LLC | 677,832 | $210.7M | 0.15% | +444,526+190.5% | Added |
| Invesco Ltd. | 638,305 | $198.5M | 0.02% | +7,211+1.1% | Added |
| Champlain Investment Partners, LLC | 601,804 | $187.1M | 1.89% | −116,096−16.2% | Reduced |
| Artisan Partners Limited Partnership | 594,112 | $184.7M | 0.28% | +370,636+165.9% | Added |
| Morgan Stanley | 525,507 | $163.4M | 0.01% | −167,947−24.2% | Reduced |
| Janus Henderson Group PLC | 475,898 | $148.0M | 0.07% | +7,050+1.5% | Added |
| Holocene Advisors, LP | 471,348 | $146.5M | 0.31% | +161,129+51.9% | Added |
| Capital World Investors | 426,456 | $132.6M | 0.02% | +10,724+2.6% | Added |
| Congress Asset Management Co | 382,350 | $118.9M | 0.84% | −46,822−10.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 358,626 | $111.0M | 0.18% | −6,471−1.8% | Reduced |
| William Blair Investment Management, LLC | 345,974 | $107.6M | 0.30% | +345,974 | New |
| Dimensional Fund Advisors LP | 324,789 | $101.0M | 0.02% | +28,205+9.5% | Added |
| Goldman Sachs Group Inc | 318,154 | $98.9M | 0.01% | +29,744+10.3% | Added |
| Northern Trust Corp | 310,659 | $96.6M | 0.01% | −8,454−2.6% | Reduced |
| Charles Schwab Investment Management Inc | 307,500 | $95.6M | 0.01% | +4,126+1.4% | Added |
| Bank of America Corp | 306,211 | $95.2M | 0.01% | +46,542+17.9% | Added |
| Thrivent Financial for Lutherans | 294,732 | $91.6M | 0.16% | −72,330−19.7% | Reduced |
| Bank of New York Mellon Corp | 248,656 | $77.3M | 0.01% | −15,935−6.0% | Reduced |
| Samlyn Capital, LLC | 212,956 | $66.2M | 1.06% | +212,956 | New |
| Woodline Partners LP | 202,982 | $63.1M | 0.24% | +202,982 | New |
| Franklin Resources Inc | 202,630 | $63.0M | 0.02% | −10,501−4.9% | Reduced |
| AQR Capital Management LLC | 184,941 | $57.5M | 0.03% | −49,514−21.1% | Reduced |
| Jain Global LLC | 183,024 | $56.9M | 0.56% | +150,477+462.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 178,837 | $55.6M | 0.06% | +178,473+49,031.0% | Added |
| Arrowstreet Capital, Limited Partnership | 173,846 | $54.1M | 0.03% | +51,437+42.0% | Added |
| Raymond James Financial Inc | 167,761 | $52.4M | 0.02% | +84,633+101.8% | Added |
| Balyasny Asset Management LLC | 161,911 | $50.3M | 0.09% | −9,712−5.7% | Reduced |
| Alliancebernstein L.P. | 158,301 | $49.2M | 0.02% | +6,960+4.6% | Added |
| Ameriprise Financial Inc | 155,959 | $48.5M | 0.01% | −32,041−17.0% | Reduced |
| UBS Group AG | 150,372 | $46.8M | 0.01% | −40,195−21.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 150,000 | $46.6M | 0.07% | +12,210+8.9% | Added |
| Baird Financial Group, Inc. | 145,675 | $45.3M | 0.07% | −30,894−17.5% | Reduced |
| Voya Investment Management LLC | 145,457 | $45.2M | 0.04% | −2,814−1.9% | Reduced |
| PFM Health Sciences, LP | 145,171 | $45.1M | 4.57% | −49,914−25.6% | Reduced |
| Bellevue Group AG | 135,395 | $42.1M | 0.80% | −11,500−7.8% | Reduced |
| Stephens Investment Management Group LLC | 120,815 | $37.6M | 0.49% | +120,815 | New |
| Rock Springs Capital Management LP | 120,500 | $37.5M | 1.92% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 115,941 | $36.0M | 0.11% | −2,105−1.8% | Reduced |
| New York State Common Retirement Fund | 114,219 | $35.5M | 0.05% | +31,370+37.9% | Added |
| Wellington Management Group LLP | 113,582 | $35.3M | 0.01% | +113,582 | New |
| Perceptive Advisors LLC | 110,529 | $34.4M | 0.63% | −110,018−49.9% | Reduced |
| Braidwell LP | 110,152 | $34.2M | 1.10% | −31,376−22.2% | Reduced |
| NZS Capital, LLC | 108,586 | $33.8M | 1.04% | +21,602+24.8% | Added |
| Rhumbline Advisers | 107,162 | $33.3M | 0.03% | −2,566−2.3% | Reduced |
| Norges Bank | 106,271 | $33.0M | 0.00% | +106,271 | New |
| Marshall Wace, LLP | 105,331 | $32.7M | 0.03% | +93,666+803.0% | Added |
| Alyeska Investment Group, L.P. | 101,738 | $31.6M | 0.09% | +101,738 | New |
| Integral Health Asset Management, LLC | 100,000 | $31.1M | 1.58% | +50,000+100.0% | Added |
| Freestone Grove Partners LP | 96,889 | $30.1M | 0.22% | +96,889 | New |
| Loomis Sayles & Co L P | 93,637 | $29.1M | 0.04% | −4,463−4.5% | Reduced |
| UBS Asset Management Americas Inc | 90,110 | $28.0M | 0.01% | −2,065−2.2% | Reduced |
| SEI Investments Co | 88,415 | $27.5M | 0.03% | −62,851−41.5% | Reduced |
| TD Asset Management Inc | 88,154 | $27.4M | 0.02% | −9,374−9.6% | Reduced |
| Manufacturers Life Insurance Company, The | 85,705 | $26.8M | 0.02% | −4,204−4.7% | Reduced |
| Amundi | 85,822 | $26.7M | 0.01% | +22,474+35.5% | Added |
| Principal Financial Group Inc | 83,915 | $26.1M | 0.01% | −17,058−16.9% | Reduced |
| Laird Norton Trust Company, LLC | 81,385 | $25.3M | 0.53% | +81,385 | New |
| Point72 Asset Management, L.P. | 80,832 | $25.1M | 0.04% | +80,832 | New |
| Royal Bank of Canada | 79,450 | $24.7M | 0.00% | +2,350+3.0% | Added |
| Man Group plc | 77,358 | $24.1M | 0.05% | −40,013−34.1% | Reduced |
| Nuveen, LLC | 73,876 | $23.0M | 0.01% | −12,074−14.0% | Reduced |
| Victory Capital Management Inc | 73,140 | $22.7M | 0.01% | −11,471−13.6% | Reduced |
| Swiss National Bank | 73,020 | $22.7M | 0.01% | +1,720+2.4% | Added |
| C WorldWide Group Holding A/S | 72,000 | $22.4M | 0.39% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 72,000 | $22.4M | 2.12% | −5,000−6.5% | Reduced |
| Legal & General Group Plc | 71,675 | $22.3M | 0.00% | −7,357−9.3% | Reduced |
| Public Employees Retirement Association of Colorado | 70,252 | $21.8M | 0.08% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 66,403 | $20.6M | 0.32% | +52,050+362.6% | Added |
| Azimuth Capital Investment Management LLC | 65,763 | $20.4M | 0.73% | −9,490−12.6% | Reduced |
| Polar Capital Holdings Plc | 58,168 | $18.1M | 0.08% | −32,709−36.0% | Reduced |
| Advisor Group Holdings, Inc. | 55,956 | $17.4M | 0.03% | −6,461−10.4% | Reduced |
| Qube Research & Technologies Ltd | 52,540 | $16.3M | 0.02% | −159,996−75.3% | Reduced |
| Vestal Point Capital, LP | 50,000 | $15.5M | 0.57% | +50,000 | New |
| California Public Employees Retirement System | 48,313 | $15.0M | 0.01% | −928−1.9% | Reduced |
| Next Century Growth Investors LLC | 47,830 | $14.9M | 1.03% | −4,098−7.9% | Reduced |
| Citigroup Inc | 47,650 | $14.8M | 0.01% | +14,090+42.0% | Added |
| Retirement Systems of Alabama | 47,002 | $14.6M | 0.05% | −151−0.3% | Reduced |
| State of Wisconsin Investment Board | 46,190 | $14.4M | 0.03% | +208+0.5% | Added |
| Meridiem Capital Partners LP | 43,249 | $13.4M | 0.84% | +43,249 | New |
| WCM Investment Management, LLC | 41,053 | $12.9M | 0.03% | −2,105−4.9% | Reduced |
| Natixis Advisors, L.P. | 40,772 | $12.7M | 0.02% | +1,593+4.1% | Added |
| New York State Teachers Retirement System | 38,240 | $11.9M | 0.02% | −114−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 38,083 | $11.8M | 0.09% | −1,787−4.5% | Reduced |
| Wells Fargo & Company | 37,065 | $11.5M | 0.00% | +368+1.0% | Added |
| Algert Global LLC | 36,905 | $11.5M | 0.18% | −8,970−19.6% | Reduced |
| Envestnet Asset Management Inc | 35,864 | $11.2M | 0.00% | −3,613−9.2% | Reduced |
| State Board of Administration of Florida Retirement System | 35,253 | $11.0M | 0.02% | +380+1.1% | Added |
| California State Teachers Retirement System | 35,187 | $10.9M | 0.01% | +394+1.1% | Added |
| FIL Ltd | 31,897 | $9.92M | 0.01% | −41,587−56.6% | Reduced |