Skip to main content

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.

Q4 2025 vs. Q3 2025

How the institutions holding Penumbra Inc changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of PEN: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders4219440+28
Shares36.3M140.7K36.8M+654.4K (+1.8%)
Value$9.19B$35.7M$11.4B+$2.29B (+25.0%)

9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (79)

Institutions that held Penumbra Inc at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to PEN in Q4 2025
InstitutionSharesValue% of portfolio
William Blair Investment Management, LLC345,974$107.6M0.30%
Samlyn Capital, LLC212,956$66.2M1.06%
Woodline Partners LP202,982$63.1M0.24%
Stephens Investment Management Group LLC120,815$37.6M0.49%
Wellington Management Group LLP113,582$35.3M0.01%
Norges Bank106,271$33.0M0.00%
Alyeska Investment Group, L.P.101,738$31.6M0.09%
Freestone Grove Partners LP96,889$30.1M0.22%
Laird Norton Trust Company, LLC81,385$25.3M0.53%
Point72 Asset Management, L.P.80,832$25.1M0.04%
Vestal Point Capital, LP50,000$15.5M0.57%
Meridiem Capital Partners LP43,249$13.4M0.84%
Motley Fool Wealth Management, LLC26,415$8.21M0.64%
ExodusPoint Capital Management, LP21,750$6.76M0.08%
EFG International AG10,970$3.41M0.07%
Edgestream Partners, L.P.6,888$2.14M0.06%
SBI Okasan Asset Management Co.Ltd.6,640$2.09M0.12%
Landscape Capital Management, L.L.C.6,411$1.99M0.13%
Havemeyer Place LP4,828$1.50M0.30%
Toronto Dominion Bank4,668$1.45M0.00%
Advisors Asset Management, Inc.4,538$1.41M0.02%
Formula Growth Ltd4,100$1.27M0.49%
Radnor Capital Management, LLC3,550$1.10M0.16%
New York Life Investment Management LLC3,213$999.0K0.01%
Virtu Financial LLC2,880$895.0K0.03%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.2,803$871.5K0.13%
Odyssean, LLC2,398$745.6K0.54%
Ethic Inc.1,898$590.1K0.01%
Qsemble Capital Management, LP1,848$574.6K0.05%
Thurston, Springer, Miller, Herd & Titak, Inc.1,781$553.7K0.19%
Marex Group plc1,674$520.5K0.01%
Aviva PLC1,665$517.7K0.00%
FORA Capital, LLC1,604$498.7K0.06%
Entropy Technologies, LP1,542$479.4K0.03%
Journey Retirement Planning & Investment Management LLC1,506$468.2K0.10%
Mirabella Financial Services LLP1,338$416.0K0.04%
North Dakota State Investment Board1,327$412.6K0.02%
Nomura Holdings Inc1,265$393.3K0.00%
Baader Bank INC1,250$388.6K0.03%
Penserra Capital Management LLC1,230$382.0K0.00%
Seeds Investor LLC1,146$356.3K0.07%
Cambridge Investment Research Advisors, Inc.1,057$329.0K0.00%
Evolve Private Wealth, LLC1,007$313.1K0.02%
Sumitomo Mitsui Trust Holdings, Inc.985$306.2K0.00%
Journey Strategic Wealth LLC960$298.5K0.01%
Farringdon Capital, Ltd.867$269.6K0.07%
Gibbs Wealth Management698$225.1K0.05%
Fiduciary Financial Group, LLC700$217.6K0.03%
First Manhattan Co671$208.6K0.00%
Sym Financial Corp661$205.5K0.02%
Rafferty Asset Management, LLC658$204.6K0.00%
Eurizon Capital SGR S.p.A.525$164.8K0.00%
Aquatic Capital Management LLC494$153.6K0.00%
Kemnay Advisory Services Inc.449$139.6K0.02%
Itau Unibanco Holding S.A.206$64.0K0.00%
SageView Advisory Group, LLC163$50.7K0.00%
Simplex Trading, LLC130$40.4K0.00%
Morse Asset Management, Inc125$38.9K0.01%
Motiv8 Investments LLC87$27.0K0.01%
Keating Financial Advisory Services, Inc.86$26.7K0.00%
Quantbot Technologies LP55$17.1K0.00%
Sittner & Nelson, LLC42$14.3K0.01%
Basecamp Wealth Advisors LLC39$12.1K0.00%
Elyxium Wealth, LLC34$10.6K0.00%
Accent Capital Management, LLC22$6.84K0.00%
ZRC Wealth Management, LLC16$4.97K0.00%
Pinnacle Wealth Planning Services, Inc.15$4.66K0.00%
HFM Investment Advisors, LLC7$2.18K0.00%
IFC & Insurance Marketing, Inc.5$2.00K0.00%
Crewe Advisors LLC6$1.87K0.00%
Cornerstone Financial Management LLC6$1.86K0.00%
Zions Bancorporation, National Association4$1.24K0.00%
Hughes Financial Services, LLC4$1.24K0.00%
Central Trust Co2$6220.00%
HighMark Wealth Management LLC2$4660.00%
Harbour Investments, Inc.1$3110.00%
International Assets Investment Management, LLC1$3110.00%
Principia Wealth Advisory, LLC1$3110.00%
Dunhill Financial, LLC1$2030.00%

Sold out (51)

Institutions that held Penumbra Inc at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of PEN in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Driehaus Capital Management LLC45,819$11.6M
Macquarie Group Ltd29,161$7.39M
Capital Fund Management S.A.27,710$7.02M
Susquehanna Fundamental Investments, LLC22,077$5.59M
Walleye Capital LLC13,899$3.52M
Skandinaviska Enskilda Banken AB (publ)12,158$3.08M
Candriam Luxembourg S.C.A.6,729$1.70M
Deerfield Management Company, L.P. (Series C)6,411$1.62M
Cinctive Capital Management LP6,215$1.57M
Y-Intercept (Hong Kong) Ltd5,659$1.43M
Magnetar Financial LLC5,163$1.31M
Picton Mahoney Asset Management4,058$1.03M
Bayesian Capital Management, LP3,903$988.7K
Perbak Capital Partners LLP3,773$955.8K
Aigen Investment Management, LP3,062$775.7K
Vestcor Inc2,730$692.0K
Oak Thistle LLC2,366$599.4K
Sherbrooke Park Advisers LLC1,966$498.0K
Integrated Wealth Concepts LLC1,928$488.4K
Sheets Smith Wealth Management1,854$469.7K
Cynosure Management, LLC1,469$372.1K
Lombard Odier Asset Management (USA) Corp1,422$360.2K
Twinbeech Capital LP1,393$352.9K
Inceptionr LLC1,203$304.7K
Concorde Asset Management, LLC1,100$277.9K
Winton Group Ltd940$238.1K
Glenview Trust Co904$229.0K
Dark Forest Capital Management LP860$217.9K
Wescott Financial Advisory Group, LLC853$216.1K
FSM Wealth Advisors, LLC834$211.3K
Scientech Research LLC829$210.0K
FNY Investment Advisers, LLC500$126.0K
Meeder Asset Management Inc493$124.9K
Bayforest Capital Ltd417$105.6K
Ci Investments Inc.374$95.0K
Principal Securities, Inc.325$82.3K
State of Wyoming286$72.5K
Quarry LP165$41.8K
Newbridge Financial Services Group, Inc.112$28.2K
Wealthspire Advisors, LLC108$27.4K
Mather Group, LLC.100$25.3K
Rise Advisors, LLC79$20.0K
Whittier Trust Co27$6.91K
Montag A & Associates Inc15$3.80K
High Note Wealth, LLC15$3.80K
Spire Wealth Management9$2.28K
JPL Wealth Management, LLC6$1.52K
Advisory Services Network, LLC4$1.01K
Bogart Wealth, LLC2$507
Bell Investment Advisors, Inc2$507
Tortoise Investment Management, LLC1$253

Not filed for Q4 2025 yet (9)

Institutions that held Penumbra Inc at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PEN in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
AXA Investment Managers S.A.87,012$22.0M
Wetherby Asset Management Inc25,525$6.47M
EFG Asset Management (North America) Corp.20,192$5.12M
Sheets Smith Investment Management4,407$1.12M
Pinebridge Investments, L.P.2,081$527.2K
Wolverine Trading, LLC1,175$295.7K
Shell Asset Management Co331$84.0K
Hemington Wealth Management13$3.00K
Binnacle Investments Inc3$760