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 |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 155,959 | $48.5M | 0.01% | −32,041−17.0% | Reduced |
| Alliancebernstein L.P. | 158,301 | $49.2M | 0.02% | +6,960+4.6% | Added |
| Balyasny Asset Management LLC | 161,911 | $50.3M | 0.09% | −9,712−5.7% | Reduced |
| Raymond James Financial Inc | 167,761 | $52.4M | 0.02% | +84,633+101.8% | Added |
| Arrowstreet Capital, Limited Partnership | 173,846 | $54.1M | 0.03% | +51,437+42.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 178,837 | $55.6M | 0.06% | +178,473+49,031.0% | Added |
| Jain Global LLC | 183,024 | $56.9M | 0.56% | +150,477+462.3% | Added |
| AQR Capital Management LLC | 184,941 | $57.5M | 0.03% | −49,514−21.1% | Reduced |
| Franklin Resources Inc | 202,630 | $63.0M | 0.02% | −10,501−4.9% | Reduced |
| Woodline Partners LP | 202,982 | $63.1M | 0.24% | +202,982 | New |
| Samlyn Capital, LLC | 212,956 | $66.2M | 1.06% | +212,956 | New |
| Bank of New York Mellon Corp | 248,656 | $77.3M | 0.01% | −15,935−6.0% | Reduced |
| Thrivent Financial for Lutherans | 294,732 | $91.6M | 0.16% | −72,330−19.7% | Reduced |
| Bank of America Corp | 306,211 | $95.2M | 0.01% | +46,542+17.9% | Added |
| Charles Schwab Investment Management Inc | 307,500 | $95.6M | 0.01% | +4,126+1.4% | Added |
| Northern Trust Corp | 310,659 | $96.6M | 0.01% | −8,454−2.6% | Reduced |
| Goldman Sachs Group Inc | 318,154 | $98.9M | 0.01% | +29,744+10.3% | Added |
| Dimensional Fund Advisors LP | 324,789 | $101.0M | 0.02% | +28,205+9.5% | Added |
| William Blair Investment Management, LLC | 345,974 | $107.6M | 0.30% | +345,974 | New |
| Allspring Global Investments Holdings, LLC | 358,626 | $111.0M | 0.18% | −6,471−1.8% | Reduced |
| Congress Asset Management Co | 382,350 | $118.9M | 0.84% | −46,822−10.9% | Reduced |
| Capital World Investors | 426,456 | $132.6M | 0.02% | +10,724+2.6% | Added |
| Holocene Advisors, LP | 471,348 | $146.5M | 0.31% | +161,129+51.9% | Added |
| Janus Henderson Group PLC | 475,898 | $148.0M | 0.07% | +7,050+1.5% | Added |
| Morgan Stanley | 525,507 | $163.4M | 0.01% | −167,947−24.2% | Reduced |
| Artisan Partners Limited Partnership | 594,112 | $184.7M | 0.28% | +370,636+165.9% | Added |
| Champlain Investment Partners, LLC | 601,804 | $187.1M | 1.89% | −116,096−16.2% | Reduced |
| Invesco Ltd. | 638,305 | $198.5M | 0.02% | +7,211+1.1% | Added |
| Millennium Management LLC | 677,832 | $210.7M | 0.15% | +444,526+190.5% | Added |
| Clearbridge Investments, LLC | 690,814 | $214.8M | 0.17% | −66,694−8.8% | Reduced |
| Geode Capital Management, LLC | 766,510 | $238.4M | 0.01% | +18,738+2.5% | Added |
| JPMorgan Chase & Co | 797,490 | $247.9M | 0.02% | −46,207−5.5% | Reduced |
| RTW Investments, LP | 866,499 | $269.4M | 2.70% | 00.0% | Unchanged |
| Baillie Gifford & Co | 876,325 | $272.5M | 0.23% | −32,221−3.5% | Reduced |
| Citadel Advisors LLC | 990,275 | $307.9M | 0.21% | +19,277+2.0% | Added |
| State Street Corp | 1,157,417 | $359.9M | 0.01% | −7,533−0.6% | Reduced |
| Price T Rowe Associates Inc | 1,644,094 | $511.2M | 0.06% | −150,173−8.4% | Reduced |
| Vanguard Group Inc | 3,770,569 | $1.17B | 0.02% | −64,914−1.7% | Reduced |
| BlackRock, Inc. | 4,141,230 | $1.29B | 0.02% | −29,662−0.7% | Reduced |
| FMR LLC | 5,131,942 | $1.60B | 0.08% | −759,723−12.9% | Reduced |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −45,819−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −29,161−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −27,710−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −22,077−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −13,899−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −12,158−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −6,729−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −6,411−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −6,215−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,659−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,163−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −4,058−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,903−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −3,773−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,062−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −2,730−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,366−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,966−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −1,928−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −1,854−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −1,469−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −1,422−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −1,393−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,203−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| Wescott Financial Advisory Group, LLC | 0 | $0 | 0.00% | −853−100.0% | Sold out |
| FSM Wealth Advisors, LLC | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −829−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| EFG Asset Management (North America) Corp. | – | – | – | – | Not filed |
| Sheets Smith Investment Management | – | – | – | – | Not filed |
| Pinebridge Investments, L.P. | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |