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 |
|---|---|---|---|---|---|
| Kemnay Advisory Services Inc. | 449 | $139.6K | 0.02% | +449 | New |
| Aquatic Capital Management LLC | 494 | $153.6K | 0.00% | +494 | New |
| Arcadia Investment Management Corp | 500 | $155.5K | 0.03% | −375−42.9% | Reduced |
| Leonteq Securities AG | 500 | $155.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 509 | $158.3K | 0.01% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 525 | $164.8K | 0.00% | +525 | New |
| Harvest Fund Management Co., Ltd | 533 | $166.0K | 0.01% | +532+53,200.0% | Added |
| RiverPark Advisors, LLC | 586 | $182.2K | 0.05% | −59−9.1% | Reduced |
| Jones Financial Companies LLLP | 600 | $186.5K | 0.00% | −104−14.8% | Reduced |
| Colony Group, LLC | 653 | $203.0K | 0.00% | −1,689−72.1% | Reduced |
| Rafferty Asset Management, LLC | 658 | $204.6K | 0.00% | +658 | New |
| Sym Financial Corp | 661 | $205.5K | 0.02% | +661 | New |
| First Manhattan Co | 671 | $208.6K | 0.00% | +671 | New |
| SRS Capital Advisors, Inc. | 681 | $211.7K | 0.01% | −1,903−73.6% | Reduced |
| Fiduciary Financial Group, LLC | 700 | $217.6K | 0.03% | +700 | New |
| Gibbs Wealth Management | 698 | $225.1K | 0.05% | +698 | New |
| Gotham Asset Management, LLC | 738 | $229.5K | 0.00% | −14,378−95.1% | Reduced |
| Covenant Partners, LLC | 838 | $260.5K | 0.08% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 843 | $262.1K | 0.00% | +48+6.0% | Added |
| Farringdon Capital, Ltd. | 867 | $269.6K | 0.07% | +867 | New |
| Merit Financial Group, LLC | 868 | $269.9K | 0.00% | +1+0.1% | Added |
| Profund Advisors LLC | 874 | $271.7K | 0.01% | −25−2.8% | Reduced |
| GAMMA Investing LLC | 894 | $278.0K | 0.01% | +111+14.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 906 | $281.7K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 915 | $284.5K | 0.00% | +51+5.9% | Added |
| Kestra Advisory Services, LLC | 944 | $293.3K | 0.00% | +105+12.5% | Added |
| Journey Strategic Wealth LLC | 960 | $298.5K | 0.01% | +960 | New |
| KBC Group NV | 971 | $302.0K | 0.00% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 980 | $304.7K | 0.06% | +178+22.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 985 | $306.2K | 0.00% | +985 | New |
| Evolve Private Wealth, LLC | 1,007 | $313.1K | 0.02% | +1,007 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 880 | $316.3K | 0.00% | −1,550−63.8% | Reduced |
| Rockefeller Capital Management L.P. | 1,052 | $327.1K | 0.00% | +164+18.5% | Added |
| Pallas Capital Advisors LLC | 1,057 | $328.6K | 0.01% | −31−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,057 | $329.0K | 0.00% | +1,057 | New |
| Envestnet Portfolio Solutions, Inc. | 1,079 | $335.5K | 0.00% | +130+13.7% | Added |
| Quest Partners LLC | 1,080 | $335.8K | 0.02% | −13−1.2% | Reduced |
| Malaga Cove Capital, LLC | 1,081 | $336.1K | 0.12% | −207−16.1% | Reduced |
| Seeds Investor LLC | 1,146 | $356.3K | 0.07% | +1,146 | New |
| Equitable Holdings, Inc. | 1,149 | $357.2K | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 1,170 | $363.8K | 0.00% | −276−19.1% | Reduced |
| Bridgewater Associates, LP | 1,191 | $370.3K | 0.00% | −89−7.0% | Reduced |
| CIBC Asset Management Inc | 1,208 | $375.6K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,230 | $382.0K | 0.00% | +1,230 | New |
| Fifth Third Wealth Advisors LLC | 1,232 | $383.0K | 0.01% | 00.0% | Unchanged |
| Baader Bank INC | 1,250 | $388.6K | 0.03% | +1,250 | New |
| Daner Wealth Management, LLC | 1,158 | $392.5K | 0.24% | +75+6.9% | Added |
| Nomura Holdings Inc | 1,265 | $393.3K | 0.00% | +1,265 | New |
| Everence Capital Management Inc | 1,280 | $398.0K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 1,301 | $404.5K | 0.01% | −77−5.6% | Reduced |
| We Are One Seven, LLC | 1,308 | $406.7K | 0.01% | −51−3.8% | Reduced |
| Moneta Group Investment Advisors LLC | 1,308 | $406.7K | 0.00% | −5−0.4% | Reduced |
| North Dakota State Investment Board | 1,327 | $412.6K | 0.02% | +1,327 | New |
| Mirabella Financial Services LLP | 1,338 | $416.0K | 0.04% | +1,338 | New |
| Delta Global Management LP | 1,345 | $418.2K | 0.03% | −6,551−83.0% | Reduced |
| Great Lakes Advisors, LLC | 1,372 | $426.6K | 0.00% | −9−0.7% | Reduced |
| denkapparat Operations GmbH | 1,378 | $428.4K | 0.23% | 00.0% | Unchanged |
| M&T Bank Corp | 1,393 | $433.3K | 0.00% | +587+72.8% | Added |
| Bank of Nova Scotia | 1,418 | $440.9K | 0.00% | −99−6.5% | Reduced |
| CI Private Wealth, LLC | 1,429 | $444.4K | 0.00% | −1,145−44.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,448 | $449.9K | 0.00% | −40−2.7% | Reduced |
| Evergreen Capital Management LLC | 1,452 | $451.4K | 0.01% | −186−11.4% | Reduced |
| Park Avenue Securities LLC | 1,456 | $453.0K | 0.00% | +5+0.3% | Added |
| Tower Research Capital LLC (TRC) | 1,492 | $463.9K | 0.01% | −632−29.8% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 1,506 | $468.2K | 0.10% | +1,506 | New |
| HSBC Holdings PLC | 1,527 | $474.8K | 0.00% | +35+2.3% | Added |
| Optimize Financial Inc | 1,529 | $475.4K | 0.24% | +20+1.3% | Added |
| Entropy Technologies, LP | 1,542 | $479.4K | 0.03% | +1,542 | New |
| MML Investors Services, LLC | 1,563 | $486.0K | 0.00% | +182+13.2% | Added |
| ProShare Advisors LLC | 1,570 | $488.1K | 0.00% | −88−5.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 1,581 | $491.5K | 0.12% | +70+4.6% | Added |
| FORA Capital, LLC | 1,604 | $498.7K | 0.06% | +1,604 | New |
| Vident Advisory, LLC | 1,607 | $499.6K | 0.00% | +215+15.4% | Added |
| Concurrent Investment Advisors, LLC | 1,665 | $517.7K | 0.01% | +90+5.7% | Added |
| Aviva PLC | 1,665 | $517.7K | 0.00% | +1,665 | New |
| Marex Group plc | 1,674 | $520.5K | 0.01% | +1,674 | New |
| Alps Advisors Inc | 1,689 | $525.1K | 0.00% | +19+1.1% | Added |
| Jane Street Group, LLC | 1,696 | $527.3K | 0.00% | −7,821−82.2% | Reduced |
| Maryland State Retirement & Pension System | 1,723 | $535.7K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 1,728 | $537.3K | 0.00% | +39+2.3% | Added |
| Cetera Investment Advisers | 1,738 | $540.4K | 0.00% | −43−2.4% | Reduced |
| Intrust Bank NA | 1,765 | $548.8K | 0.05% | −233−11.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,781 | $553.7K | 0.19% | +1,781 | New |
| QRG Capital Management, Inc. | 1,811 | $563.1K | 0.01% | +262+16.9% | Added |
| 17 Capital Partners, LLC | 1,832 | $569.6K | 0.30% | −2,030−52.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,842 | $572.7K | 0.00% | −28−1.5% | Reduced |
| Qsemble Capital Management, LP | 1,848 | $574.6K | 0.05% | +1,848 | New |
| Ethic Inc. | 1,898 | $590.1K | 0.01% | +1,898 | New |
| Summit Trail Advisors, LLC | 1,987 | $617.8K | 0.01% | −3,133−61.2% | Reduced |
| Knollwood Investment Advisory, LLC | 2,013 | $625.9K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 2,024 | $629.3K | 0.00% | −11,134−84.6% | Reduced |
| J2 Capital Management Inc | 2,048 | $636.7K | 0.46% | −47−2.2% | Reduced |
| Leavell Investment Management, Inc. | 2,200 | $684.0K | 0.03% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 2,200 | $684.0K | 0.00% | +800+57.1% | Added |
| Brinker Capital Investments, LLC | 2,234 | $694.6K | 0.01% | +1,033+86.0% | Added |
| Cache Advisors, LLC | 2,250 | $699.5K | 0.09% | 00.0% | Unchanged |
| Odyssean, LLC | 2,398 | $745.6K | 0.54% | +2,398 | New |
| Portside Wealth Group, LLC | 2,454 | $763.0K | 0.10% | +5+0.2% | Added |
| The PNC Financial Services Group, Inc. | 2,476 | $769.8K | 0.00% | −311−11.2% | Reduced |
| Crossmark Global Holdings, Inc. | 2,508 | $779.8K | 0.01% | +247+10.9% | Added |