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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.

Institutional holdersQ4 2025: 440 institutions
Q1 2021: 273 institutionsQ2 2021: 287 institutionsQ3 2021: 280 institutionsQ4 2021: 279 institutionsQ1 2022: 280 institutionsQ2 2022: 255 institutionsQ3 2022: 261 institutionsQ4 2022: 290 institutionsQ1 2023: 312 institutionsQ2 2023: 364 institutionsQ3 2023: 317 institutionsQ4 2023: 339 institutionsQ1 2024: 342 institutionsQ2 2024: 342 institutionsQ3 2024: 334 institutionsQ4 2024: 372 institutionsQ1 2025: 421 institutionsQ2 2025: 451 institutionsQ3 2025: 421 institutionsQ4 2025: 440 institutionsQ1 2026: 485 institutionsQ2 2026: 451 institutions
Value heldQ4 2025: $11.4B
Q1 2021: $8.40BQ2 2021: $8.17BQ3 2021: $7.94BQ4 2021: $8.72BQ1 2022: $6.71BQ2 2022: $3.91BQ3 2022: $6.06BQ4 2022: $7.67BQ1 2023: $9.74BQ2 2023: $11.8BQ3 2023: $8.01BQ4 2023: $8.66BQ1 2024: $7.52BQ2 2024: $6.40BQ3 2024: $6.85BQ4 2024: $8.30BQ1 2025: $9.39BQ2 2025: $9.18BQ3 2025: $9.19BQ4 2025: $11.4BQ1 2026: $11.1BQ2 2026: $10.8B
Institutions holding PEN and their total value by quarter
QuarterHoldersValue
Q2 2026451$10.8B
Q1 2026485$11.1B
Q4 2025440$11.4B
Q3 2025421$9.19B
Q2 2025451$9.18B
Q1 2025421$9.39B
Q4 2024372$8.30B
Q3 2024334$6.85B
Q2 2024342$6.40B
Q1 2024342$7.52B
Q4 2023339$8.66B
Q3 2023317$8.01B
Q2 2023364$11.8B
Q1 2023312$9.74B
Q4 2022290$7.67B
Q3 2022261$6.06B
Q2 2022255$3.91B
Q1 2022280$6.71B
Q4 2021279$8.72B
Q3 2021280$7.94B
Q2 2021287$8.17B
Q1 2021273$8.40B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q3 2025.

Institutions holding PEN in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Dunhill Financial, LLC1$2030.00%+1New
MAI Capital Management1$3110.00%−31−96.9%Reduced
Manchester Capital Management LLC1$3110.00%00.0%Unchanged
Private Wealth Asset Management, LLC1$3110.00%00.0%Unchanged
Harbour Investments, Inc.1$3110.00%+1New
International Assets Investment Management, LLC1$3110.00%+1New
Principia Wealth Advisory, LLC1$3110.00%+1New
HighMark Wealth Management LLC2$4660.00%+2New
Central Trust Co2$6220.00%+2New
Creative Financial Designs Inc3$9330.00%00.0%Unchanged
Financial Management Professionals, Inc.3$9330.00%00.0%Unchanged
Cromwell Holdings LLC3$9330.00%00.0%Unchanged
Sachetta, LLC3$9330.00%00.0%Unchanged
Capital Advisors, Ltd. LLC4$1.00K0.00%00.0%Unchanged
Avion Wealth4$1.00K0.00%+2+100.0%Added
Rothschild Investment LLC4$1.24K0.00%−154−97.5%Reduced
Marquette Asset Management, LLC4$1.24K0.00%−1−20.0%Reduced
Private Wealth Management Group, LLC4$1.24K0.00%00.0%Unchanged
Bare Financial Services, Inc4$1.24K0.00%00.0%Unchanged
Zions Bancorporation, National Association4$1.24K0.00%+4New
Hughes Financial Services, LLC4$1.24K0.00%+4New
Financial Network Wealth Advisors LLC5$1.55K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC5$1.55K0.00%00.0%Unchanged
Rakuten Securities, Inc.6$1.86K0.00%+2+50.0%Added
Cornerstone Financial Management LLC6$1.86K0.00%+6New
Johnson Financial Group, Inc.6$1.87K0.00%00.0%Unchanged
Kilter Group LLC6$1.87K0.00%00.0%Unchanged
Crewe Advisors LLC6$1.87K0.00%+6New
Roble, Belko & Company, Inc5$2.00K0.00%00.0%Unchanged
IFC & Insurance Marketing, Inc.5$2.00K0.00%+5New
Private Trust Co NA7$2.18K0.00%−2−22.2%Reduced
HFM Investment Advisors, LLC7$2.18K0.00%+7New
Raffa Wealth Management, LLC8$2.49K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc9$2.85K0.00%−4−30.8%Reduced
Ancora Advisors, LLC10$3.11K0.00%00.0%Unchanged
TD Private Client Wealth LLC10$3.11K0.00%00.0%Unchanged
Aventura Private Wealth, LLC11$3.42K0.00%00.0%Unchanged
Rossby Financial, LCC11$3.42K0.00%+2+22.2%Added
Transamerica Financial Advisors, Inc.12$3.73K0.00%+9+300.0%Added
South State Corp.13$4.04K0.00%+10+333.3%Added
Pinnacle Wealth Planning Services, Inc.15$4.66K0.00%+15New
ZRC Wealth Management, LLC16$4.97K0.00%+16New
Smithfield Trust Co17$5.00K0.00%00.0%Unchanged
IFP Advisors, Inc17$5.29K0.00%−31−64.6%Reduced
Versant Capital Management, Inc18$5.60K0.00%00.0%Unchanged
Key Financial Inc20$6.22K0.00%00.0%Unchanged
CVA Family Office, LLC20$6.22K0.00%+2+11.1%Added
Sunbelt Securities, Inc.21$6.53K0.00%−6−22.2%Reduced
Accent Capital Management, LLC22$6.84K0.00%+22New
Fortitude Family Office, LLC23$7.15K0.00%+21+1,050.0%Added
Assetmark, Inc24$7.46K0.00%−5−17.2%Reduced
First Horizon Corp24$7.46K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd26$8.08K0.00%−55−67.9%Reduced
Elyxium Wealth, LLC34$10.6K0.00%+34New
Farmers & Merchants Investments Inc35$10.9K0.00%+1+2.9%Added
Basecamp Wealth Advisors LLC39$12.1K0.00%+39New
Golden State Wealth Management, LLC44$13.7K0.00%+4+10.0%Added
Sittner & Nelson, LLC42$14.3K0.01%+42New
MCF Advisors LLC49$15.2K0.00%−4−7.5%Reduced
SBI Securities Co., Ltd.49$15.2K0.00%−3−5.8%Reduced
Atlantic Union Bankshares Corp50$15.5K0.00%00.0%Unchanged
Quantbot Technologies LP55$17.1K0.00%+55New
Northwestern Mutual Wealth Management Co70$21.8K0.00%+30+75.0%Added
Global Retirement Partners, LLC70$21.8K0.00%+49+233.3%Added
J.Safra Asset Management Corp72$22.4K0.00%−10−12.2%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.78$24.1K0.00%00.0%Unchanged
Massmutual Trust Co FSB83$25.8K0.00%+11+15.3%Added
CIBC Private Wealth Group, LLC84$26.1K0.00%+81+2,700.0%Added
Larson Financial Group LLC84$26.1K0.00%+82+4,100.0%Added
Keating Financial Advisory Services, Inc.86$26.7K0.00%+86New
Motiv8 Investments LLC87$27.0K0.01%+87New
Nisa Investment Advisors, LLC88$27.4K0.00%00.0%Unchanged
Essential Partners LLC98$30.5K0.01%−46−31.9%Reduced
Banque Transatlantique SA100$31.1K0.00%00.0%Unchanged
Parkside Financial Bank & Trust107$33.3K0.00%−82−43.4%Reduced
EverSource Wealth Advisors, LLC108$33.6K0.00%−53−32.9%Reduced
Huntington National Bank111$34.5K0.00%00.0%Unchanged
Morse Asset Management, Inc125$38.9K0.01%+125New
Simplex Trading, LLC130$40.4K0.00%+130New
Cornerstone Planning Group LLC115$41.3K0.01%−789−87.3%Reduced
Steward Partners Investment Advisory, LLC159$49.4K0.00%00.0%Unchanged
SageView Advisory Group, LLC163$50.7K0.00%+163New
Signaturefd, LLC171$53.2K0.00%+11+6.9%Added
Farther Finance Advisors, LLC178$55.3K0.00%+38+27.1%Added
Itau Unibanco Holding S.A.206$64.0K0.00%+206New
Walleye Trading LLC210$65.3K0.00%−42−16.7%Reduced
Smartleaf Asset Management LLC222$69.8K0.00%+129+138.7%Added
Ronald Blue Trust, Inc.227$70.6K0.00%−58−20.4%Reduced
Parallel Advisors, LLC227$70.6K0.00%−7−3.0%Reduced
Hurley Capital, LLC230$71.5K0.04%00.0%Unchanged
Park Place Capital Corp248$77.1K0.02%+3+1.2%Added
True Wealth Design, LLC251$78.0K0.02%−2−0.8%Reduced
Clearstead Advisors, LLC258$80.2K0.00%−19−6.9%Reduced
Allworth Financial LP262$81.5K0.00%+21+8.7%Added
Sterling Capital Management LLC268$83.3K0.00%+211+370.2%Added
Danske Bank A/S300$93.3K0.00%00.0%Unchanged
Fifth Third Bancorp306$95.1K0.00%−35−10.3%Reduced
Covestor Ltd311$97.0K0.05%+132+73.7%Added
AdvisorNet Financial, Inc321$99.8K0.01%+5+1.6%Added
Umb Bank N A442$137.4K0.00%+45+11.3%Added