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 |
|---|---|---|---|---|---|
| US Bancorp | 11,474 | $3.57M | 0.00% | +747+7.0% | Added |
| LPL Financial LLC | 11,483 | $3.57M | 0.00% | −890−7.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 11,526 | $3.58M | 0.36% | −76−0.7% | Reduced |
| One Capital Management, LLC | 11,629 | $3.62M | 0.11% | +5,425+87.4% | Added |
| Russell Investments Group, Ltd. | 11,714 | $3.64M | 0.00% | −219−1.8% | Reduced |
| Intech Investment Management LLC | 11,721 | $3.64M | 0.03% | −37,250−76.1% | Reduced |
| Silvercrest Asset Management Group LLC | 12,015 | $3.74M | 0.03% | −508−4.1% | Reduced |
| STRS Ohio | 12,296 | $3.82M | 0.01% | −9,498−43.6% | Reduced |
| State of New Jersey Common Pension Fund D | 12,790 | $3.98M | 0.01% | +395+3.2% | Added |
| Quantinno Capital Management LP | 12,790 | $3.98M | 0.01% | −8,414−39.7% | Reduced |
| Bamco Inc | 13,926 | $4.33M | 0.01% | +426+3.2% | Added |
| Yousif Capital Management, LLC | 12,500 | $4.44M | 0.05% | −170−1.3% | Reduced |
| Horizon Investments, LLC | 14,640 | $4.55M | 0.06% | +10,595+261.9% | Added |
| Treasurer of the State of North Carolina | 15,669 | $4.87M | 0.02% | −1,143−6.8% | Reduced |
| Simplify Asset Management Inc. | 15,827 | $4.92M | 0.08% | +7,485+89.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,119 | $5.01M | 0.04% | −433−2.6% | Reduced |
| Mutual of America Capital Management LLC | 16,299 | $5.07M | 0.05% | −1,712−9.5% | Reduced |
| Future Fund LLC | 17,221 | $5.35M | 1.89% | +11,017+177.6% | Added |
| Trillium Asset Management, LLC | 17,509 | $5.65M | 0.17% | −3,412−16.3% | Reduced |
| Amalgamated Bank | 18,502 | $5.75M | 0.04% | −918−4.7% | Reduced |
| E. Ohman J:or Asset Management AB | 18,612 | $5.79M | 0.13% | −1,200−6.1% | Reduced |
| Washington Trust Advisors, Inc. | 20,108 | $6.25M | 0.48% | −260−1.3% | Reduced |
| Mariner, LLC | 20,271 | $6.30M | 0.01% | −6,648−24.7% | Reduced |
| State of Tennessee, Treasury Department | 17,673 | $6.33M | 0.02% | +6,744+61.7% | Added |
| American Century Companies Inc | 20,451 | $6.36M | 0.00% | −34,362−62.7% | Reduced |
| MetLife Investment Management | 20,910 | $6.50M | 0.03% | −879−4.0% | Reduced |
| ExodusPoint Capital Management, LP | 21,750 | $6.76M | 0.08% | +21,750 | New |
| Great West Life Assurance Co | 22,287 | $6.93M | 0.01% | −6,108−21.5% | Reduced |
| Los Angeles Capital Management LLC | 32,642 | $7.56M | 0.03% | −72,239−68.9% | Reduced |
| Motley Fool Asset Management LLC | 24,556 | $7.63M | 0.30% | +15,427+169.0% | Added |
| Two Sigma Investments, LP | 24,860 | $7.73M | 0.01% | +5,980+31.7% | Added |
| First Trust Advisors LP | 25,836 | $8.03M | 0.01% | −19,845−43.4% | Reduced |
| Primecap Management Co | 26,260 | $8.16M | 0.01% | −1,110−4.1% | Reduced |
| Motley Fool Wealth Management, LLC | 26,415 | $8.21M | 0.64% | +26,415 | New |
| Onyx Bridge Wealth Group LLC | 26,780 | $8.33M | 0.89% | +21,549+411.9% | Added |
| Barclays PLC | 27,104 | $8.43M | 0.00% | −9,372−25.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 30,307 | $9.42M | 2.26% | −2,500−7.6% | Reduced |
| Hantz Financial Services, Inc. | 31,145 | $9.68M | 0.14% | −5,965−16.1% | Reduced |
| Citizens Financial Group Inc | 31,166 | $9.69M | 0.13% | −48−0.2% | Reduced |
| Rhenman & Partners Asset Management AB | 31,500 | $9.79M | 0.92% | +11,000+53.7% | Added |
| FIL Ltd | 31,897 | $9.92M | 0.01% | −41,587−56.6% | Reduced |
| California State Teachers Retirement System | 35,187 | $10.9M | 0.01% | +394+1.1% | Added |
| State Board of Administration of Florida Retirement System | 35,253 | $11.0M | 0.02% | +380+1.1% | Added |
| Envestnet Asset Management Inc | 35,864 | $11.2M | 0.00% | −3,613−9.2% | Reduced |
| Algert Global LLC | 36,905 | $11.5M | 0.18% | −8,970−19.6% | Reduced |
| Wells Fargo & Company | 37,065 | $11.5M | 0.00% | +368+1.0% | Added |
| Teachers Retirement System of the State of Kentucky | 38,083 | $11.8M | 0.09% | −1,787−4.5% | Reduced |
| New York State Teachers Retirement System | 38,240 | $11.9M | 0.02% | −114−0.3% | Reduced |
| Natixis Advisors, L.P. | 40,772 | $12.7M | 0.02% | +1,593+4.1% | Added |
| WCM Investment Management, LLC | 41,053 | $12.9M | 0.03% | −2,105−4.9% | Reduced |
| Meridiem Capital Partners LP | 43,249 | $13.4M | 0.84% | +43,249 | New |
| State of Wisconsin Investment Board | 46,190 | $14.4M | 0.03% | +208+0.5% | Added |
| Retirement Systems of Alabama | 47,002 | $14.6M | 0.05% | −151−0.3% | Reduced |
| Citigroup Inc | 47,650 | $14.8M | 0.01% | +14,090+42.0% | Added |
| Next Century Growth Investors LLC | 47,830 | $14.9M | 1.03% | −4,098−7.9% | Reduced |
| California Public Employees Retirement System | 48,313 | $15.0M | 0.01% | −928−1.9% | Reduced |
| Vestal Point Capital, LP | 50,000 | $15.5M | 0.57% | +50,000 | New |
| Qube Research & Technologies Ltd | 52,540 | $16.3M | 0.02% | −159,996−75.3% | Reduced |
| Advisor Group Holdings, Inc. | 55,956 | $17.4M | 0.03% | −6,461−10.4% | Reduced |
| Polar Capital Holdings Plc | 58,168 | $18.1M | 0.08% | −32,709−36.0% | Reduced |
| Azimuth Capital Investment Management LLC | 65,763 | $20.4M | 0.73% | −9,490−12.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 66,403 | $20.6M | 0.32% | +52,050+362.6% | Added |
| Public Employees Retirement Association of Colorado | 70,252 | $21.8M | 0.08% | 00.0% | Unchanged |
| Legal & General Group Plc | 71,675 | $22.3M | 0.00% | −7,357−9.3% | Reduced |
| Carret Asset Management, LLC | 72,000 | $22.4M | 2.12% | −5,000−6.5% | Reduced |
| C WorldWide Group Holding A/S | 72,000 | $22.4M | 0.39% | 00.0% | Unchanged |
| Swiss National Bank | 73,020 | $22.7M | 0.01% | +1,720+2.4% | Added |
| Victory Capital Management Inc | 73,140 | $22.7M | 0.01% | −11,471−13.6% | Reduced |
| Nuveen, LLC | 73,876 | $23.0M | 0.01% | −12,074−14.0% | Reduced |
| Man Group plc | 77,358 | $24.1M | 0.05% | −40,013−34.1% | Reduced |
| Royal Bank of Canada | 79,450 | $24.7M | 0.00% | +2,350+3.0% | Added |
| Point72 Asset Management, L.P. | 80,832 | $25.1M | 0.04% | +80,832 | New |
| Laird Norton Trust Company, LLC | 81,385 | $25.3M | 0.53% | +81,385 | New |
| Principal Financial Group Inc | 83,915 | $26.1M | 0.01% | −17,058−16.9% | Reduced |
| Amundi | 85,822 | $26.7M | 0.01% | +22,474+35.5% | Added |
| Manufacturers Life Insurance Company, The | 85,705 | $26.8M | 0.02% | −4,204−4.7% | Reduced |
| TD Asset Management Inc | 88,154 | $27.4M | 0.02% | −9,374−9.6% | Reduced |
| SEI Investments Co | 88,415 | $27.5M | 0.03% | −62,851−41.5% | Reduced |
| UBS Asset Management Americas Inc | 90,110 | $28.0M | 0.01% | −2,065−2.2% | Reduced |
| Loomis Sayles & Co L P | 93,637 | $29.1M | 0.04% | −4,463−4.5% | Reduced |
| Freestone Grove Partners LP | 96,889 | $30.1M | 0.22% | +96,889 | New |
| Integral Health Asset Management, LLC | 100,000 | $31.1M | 1.58% | +50,000+100.0% | Added |
| Alyeska Investment Group, L.P. | 101,738 | $31.6M | 0.09% | +101,738 | New |
| Marshall Wace, LLP | 105,331 | $32.7M | 0.03% | +93,666+803.0% | Added |
| Norges Bank | 106,271 | $33.0M | 0.00% | +106,271 | New |
| Rhumbline Advisers | 107,162 | $33.3M | 0.03% | −2,566−2.3% | Reduced |
| NZS Capital, LLC | 108,586 | $33.8M | 1.04% | +21,602+24.8% | Added |
| Braidwell LP | 110,152 | $34.2M | 1.10% | −31,376−22.2% | Reduced |
| Perceptive Advisors LLC | 110,529 | $34.4M | 0.63% | −110,018−49.9% | Reduced |
| Wellington Management Group LLP | 113,582 | $35.3M | 0.01% | +113,582 | New |
| New York State Common Retirement Fund | 114,219 | $35.5M | 0.05% | +31,370+37.9% | Added |
| Lord, Abbett & Co. LLC | 115,941 | $36.0M | 0.11% | −2,105−1.8% | Reduced |
| Rock Springs Capital Management LP | 120,500 | $37.5M | 1.92% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 120,815 | $37.6M | 0.49% | +120,815 | New |
| Bellevue Group AG | 135,395 | $42.1M | 0.80% | −11,500−7.8% | Reduced |
| PFM Health Sciences, LP | 145,171 | $45.1M | 4.57% | −49,914−25.6% | Reduced |
| Voya Investment Management LLC | 145,457 | $45.2M | 0.04% | −2,814−1.9% | Reduced |
| Baird Financial Group, Inc. | 145,675 | $45.3M | 0.07% | −30,894−17.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 150,000 | $46.6M | 0.07% | +12,210+8.9% | Added |
| UBS Group AG | 150,372 | $46.8M | 0.01% | −40,195−21.1% | Reduced |