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 |
|---|---|---|---|---|---|
| Castleark Management LLC | 2,686 | $835.1K | 0.02% | +960+55.6% | Added |
| Prelude Capital Management, LLC | 2,731 | $849.1K | 0.06% | −124−4.3% | Reduced |
| Federated Hermes, Inc. | 2,739 | $851.6K | 0.00% | −197−6.7% | Reduced |
| Rathbone Brothers plc | 2,750 | $855.0K | 0.00% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,803 | $871.5K | 0.13% | +2,803 | New |
| Prospera Financial Services Inc | 2,841 | $883.3K | 0.01% | +318+12.6% | Added |
| Toroso Investments, LLC | 2,856 | $888.0K | 0.00% | −1,835−39.1% | Reduced |
| Mercer Global Advisors Inc | 2,871 | $892.6K | 0.00% | −812−22.0% | Reduced |
| Virtu Financial LLC | 2,880 | $895.0K | 0.03% | +2,880 | New |
| Securian Asset Management, Inc | 2,901 | $902.0K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,904 | $902.9K | 0.00% | +420+16.9% | Added |
| Pathstone Holdings, LLC | 2,914 | $906.0K | 0.00% | −61−2.1% | Reduced |
| Quadrant Capital Group LLC | 2,980 | $926.5K | 0.03% | +230+8.4% | Added |
| Yorktown Management & Research Co Inc | 3,000 | $932.7K | 0.75% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,039 | $944.9K | 0.20% | −1,387−31.3% | Reduced |
| Abbot Financial Management, Inc. | 3,162 | $983.1K | 0.41% | −92−2.8% | Reduced |
| Canada Pension Plan Investment Board | 3,180 | $988.7K | 0.00% | −17,720−84.8% | Reduced |
| New York Life Investment Management LLC | 3,213 | $999.0K | 0.01% | +3,213 | New |
| Diversify Advisory Services, LLC | 2,892 | $1.01M | 0.03% | −786−21.4% | Reduced |
| Norden Group LLC | 3,319 | $1.03M | 0.10% | −228−6.4% | Reduced |
| Stifel Financial Corp | 3,331 | $1.04M | 0.00% | +466+16.3% | Added |
| Baker Avenue Asset Management, LP | 3,366 | $1.05M | 0.02% | −63−1.8% | Reduced |
| Captrust Financial Advisors | 3,460 | $1.08M | 0.00% | +1,497+76.3% | Added |
| Guggenheim Capital LLC | 3,506 | $1.09M | 0.01% | +1,129+47.5% | Added |
| HighTower Advisors, LLC | 3,517 | $1.09M | 0.00% | −78−2.2% | Reduced |
| Radnor Capital Management, LLC | 3,550 | $1.10M | 0.16% | +3,550 | New |
| OP Asset Management Ltd | 3,600 | $1.12M | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 3,705 | $1.15M | 0.00% | +43+1.2% | Added |
| T. Rowe Price Investment Management, Inc. | 3,773 | $1.17M | 0.00% | −70,464−94.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,725 | $1.18M | 0.00% | −177−4.5% | Reduced |
| State of Alaska, Department of Revenue | 3,830 | $1.19M | 0.01% | −435−10.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,848 | $1.20M | 0.35% | −169−4.2% | Reduced |
| United Capital Financial Advisers, LLC | 3,959 | $1.23M | 0.01% | +648+19.6% | Added |
| Creative Planning | 3,984 | $1.24M | 0.00% | −143−3.5% | Reduced |
| Virginia Retirement Systems Et Al | 4,042 | $1.26M | 0.01% | −560−12.2% | Reduced |
| Formula Growth Ltd | 4,100 | $1.27M | 0.49% | +4,100 | New |
| Hussman Strategic Advisors, Inc. | 4,200 | $1.31M | 0.32% | −8,400−66.7% | Reduced |
| Acadian Asset Management LLC | 4,322 | $1.34M | 0.00% | −11,319−72.4% | Reduced |
| CWM, LLC | 4,472 | $1.39M | 0.00% | −1,374−23.5% | Reduced |
| AlTi Global, Inc. | 4,479 | $1.39M | 0.03% | +5+0.1% | Added |
| Advisors Asset Management, Inc. | 4,538 | $1.41M | 0.02% | +4,538 | New |
| Diversify Wealth Management, LLC | 4,816 | $1.45M | 0.07% | +365+8.2% | Added |
| Calamos Advisors LLC | 4,664 | $1.45M | 0.01% | +826+21.5% | Added |
| Toronto Dominion Bank | 4,668 | $1.45M | 0.00% | +4,668 | New |
| Bessemer Group Inc | 4,743 | $1.48M | 0.00% | +405+9.3% | Added |
| JustInvest LLC | 4,815 | $1.50M | 0.01% | +248+5.4% | Added |
| Havemeyer Place LP | 4,828 | $1.50M | 0.30% | +4,828 | New |
| Neuberger Berman Group LLC | 5,043 | $1.57M | 0.00% | +44+0.9% | Added |
| Van Eck Associates Corp | 5,344 | $1.66M | 0.00% | +117+2.2% | Added |
| Pictet Asset Management Holding SA | 5,464 | $1.70M | 0.00% | +372+7.3% | Added |
| S&CO Inc | 5,500 | $1.71M | 0.11% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 5,864 | $1.85M | 0.09% | +4,093+231.1% | Added |
| Pacer Advisors, Inc. | 5,984 | $1.86M | 0.00% | +844+16.4% | Added |
| Wesbanco Bank Inc | 6,000 | $1.87M | 0.05% | −1,502−20.0% | Reduced |
| Utah Retirement Systems | 6,091 | $1.89M | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 6,213 | $1.93M | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 6,384 | $1.98M | 0.02% | −14−0.2% | Reduced |
| Landscape Capital Management, L.L.C. | 6,411 | $1.99M | 0.13% | +6,411 | New |
| SBI Okasan Asset Management Co.Ltd. | 6,640 | $2.09M | 0.12% | +6,640 | New |
| Lazard Asset Management LLC | 6,780 | $2.11M | 0.00% | +237+3.6% | Added |
| Edgestream Partners, L.P. | 6,888 | $2.14M | 0.06% | +6,888 | New |
| Cerity Partners LLC | 7,145 | $2.22M | 0.00% | −2,713−27.5% | Reduced |
| Ameritas Investment Partners, Inc. | 7,177 | $2.23M | 0.07% | −133−1.8% | Reduced |
| Deutsche Bank AG | 7,320 | $2.28M | 0.00% | −27,265−78.8% | Reduced |
| Xponance, Inc. | 7,445 | $2.31M | 0.02% | −489−6.2% | Reduced |
| Diversified Trust Co | 7,448 | $2.32M | 0.04% | +703+10.4% | Added |
| D. E. Shaw & Co., Inc. | 7,524 | $2.34M | 0.00% | −62−0.8% | Reduced |
| Exchange Traded Concepts, LLC | 7,584 | $2.36M | 0.02% | +959+14.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,729 | $2.40M | 0.01% | +443+6.1% | Added |
| Employees Retirement System of Texas | 7,749 | $2.41M | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 7,800 | $2.42M | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,841 | $2.44M | 0.03% | −40−0.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,893 | $2.45M | 0.00% | −1,406−15.1% | Reduced |
| Scholtz & Company, LLC | 7,982 | $2.48M | 1.08% | +103+1.3% | Added |
| Ensign Peak Advisors, Inc | 8,066 | $2.51M | 0.00% | −23,600−74.5% | Reduced |
| Teacher Retirement System of Texas | 8,245 | $2.56M | 0.01% | −3,704−31.0% | Reduced |
| KLP Kapitalforvaltning AS | 8,260 | $2.57M | 0.01% | +560+7.3% | Added |
| Blair William & Co | 8,310 | $2.58M | 0.01% | +202+2.5% | Added |
| New Age Alpha Advisors, LLC | 8,372 | $2.60M | 0.11% | +3,061+57.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,762 | $2.72M | 0.03% | +69+0.8% | Added |
| Illinois Municipal Retirement Fund | 8,796 | $2.73M | 0.03% | −2,234−20.3% | Reduced |
| Exome Asset Management LLC | 9,000 | $2.80M | 1.38% | 00.0% | Unchanged |
| State of Michigan Retirement System | 9,214 | $2.86M | 0.01% | −100−1.1% | Reduced |
| Thoroughbred Financial Services, LLC | 9,314 | $2.90M | 0.17% | −146−1.5% | Reduced |
| Commerce Bank | 9,769 | $3.04M | 0.02% | −4,049−29.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,800 | $3.05M | 0.02% | −209−2.1% | Reduced |
| Comerica Bank | 10,029 | $3.12M | 0.01% | −681−6.4% | Reduced |
| Arizona State Retirement System | 10,294 | $3.20M | 0.02% | −592−5.4% | Reduced |
| Bank of Montreal | 10,649 | $3.31M | 0.00% | −6,550−38.1% | Reduced |
| BNP Paribas Arbitrage, SA | 10,769 | $3.35M | 0.00% | +6,606+158.7% | Added |
| Louisiana State Employees Retirement System | 10,800 | $3.36M | 0.06% | −100−0.9% | Reduced |
| EFG International AG | 10,970 | $3.41M | 0.07% | +10,970 | New |
| Fred Alger Management, LLC | 10,975 | $3.41M | 0.01% | −6−0.1% | Reduced |
| Prudential Financial Inc | 11,057 | $3.44M | 0.00% | +7,909+251.2% | Added |
| Agf Management Ltd | 11,098 | $3.45M | 0.01% | −1,314−10.6% | Reduced |
| SG Americas Securities, LLC | 11,111 | $3.46M | 0.00% | +6,564+144.4% | Added |
| Verition Fund Management LLC | 11,300 | $3.51M | 0.02% | −112−1.0% | Reduced |
| Public Employees Retirement System of Ohio | 11,333 | $3.52M | 0.01% | −428−3.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 11,380 | $3.54M | 0.05% | +3,840+50.9% | Added |
| Handelsbanken Fonder AB | 11,398 | $3.54M | 0.01% | +1,040+10.0% | Added |