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 |
|---|---|---|---|---|---|
| Rhenman & Partners Asset Management AB | 31,500 | $9.79M | 0.92% | +11,000+53.7% | Added |
| Citizens Financial Group Inc | 31,166 | $9.69M | 0.13% | −48−0.2% | Reduced |
| Hantz Financial Services, Inc. | 31,145 | $9.68M | 0.14% | −5,965−16.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 30,307 | $9.42M | 2.26% | −2,500−7.6% | Reduced |
| Barclays PLC | 27,104 | $8.43M | 0.00% | −9,372−25.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 26,780 | $8.33M | 0.89% | +21,549+411.9% | Added |
| Motley Fool Wealth Management, LLC | 26,415 | $8.21M | 0.64% | +26,415 | New |
| Primecap Management Co | 26,260 | $8.16M | 0.01% | −1,110−4.1% | Reduced |
| First Trust Advisors LP | 25,836 | $8.03M | 0.01% | −19,845−43.4% | Reduced |
| Two Sigma Investments, LP | 24,860 | $7.73M | 0.01% | +5,980+31.7% | Added |
| Motley Fool Asset Management LLC | 24,556 | $7.63M | 0.30% | +15,427+169.0% | Added |
| Los Angeles Capital Management LLC | 32,642 | $7.56M | 0.03% | −72,239−68.9% | Reduced |
| Great West Life Assurance Co | 22,287 | $6.93M | 0.01% | −6,108−21.5% | Reduced |
| ExodusPoint Capital Management, LP | 21,750 | $6.76M | 0.08% | +21,750 | New |
| MetLife Investment Management | 20,910 | $6.50M | 0.03% | −879−4.0% | Reduced |
| American Century Companies Inc | 20,451 | $6.36M | 0.00% | −34,362−62.7% | Reduced |
| State of Tennessee, Treasury Department | 17,673 | $6.33M | 0.02% | +6,744+61.7% | Added |
| Mariner, LLC | 20,271 | $6.30M | 0.01% | −6,648−24.7% | Reduced |
| Washington Trust Advisors, Inc. | 20,108 | $6.25M | 0.48% | −260−1.3% | Reduced |
| E. Ohman J:or Asset Management AB | 18,612 | $5.79M | 0.13% | −1,200−6.1% | Reduced |
| Amalgamated Bank | 18,502 | $5.75M | 0.04% | −918−4.7% | Reduced |
| Trillium Asset Management, LLC | 17,509 | $5.65M | 0.17% | −3,412−16.3% | Reduced |
| Future Fund LLC | 17,221 | $5.35M | 1.89% | +11,017+177.6% | Added |
| Mutual of America Capital Management LLC | 16,299 | $5.07M | 0.05% | −1,712−9.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,119 | $5.01M | 0.04% | −433−2.6% | Reduced |
| Simplify Asset Management Inc. | 15,827 | $4.92M | 0.08% | +7,485+89.7% | Added |
| Treasurer of the State of North Carolina | 15,669 | $4.87M | 0.02% | −1,143−6.8% | Reduced |
| Horizon Investments, LLC | 14,640 | $4.55M | 0.06% | +10,595+261.9% | Added |
| Yousif Capital Management, LLC | 12,500 | $4.44M | 0.05% | −170−1.3% | Reduced |
| Bamco Inc | 13,926 | $4.33M | 0.01% | +426+3.2% | Added |
| Quantinno Capital Management LP | 12,790 | $3.98M | 0.01% | −8,414−39.7% | Reduced |
| State of New Jersey Common Pension Fund D | 12,790 | $3.98M | 0.01% | +395+3.2% | Added |
| STRS Ohio | 12,296 | $3.82M | 0.01% | −9,498−43.6% | Reduced |
| Silvercrest Asset Management Group LLC | 12,015 | $3.74M | 0.03% | −508−4.1% | Reduced |
| Intech Investment Management LLC | 11,721 | $3.64M | 0.03% | −37,250−76.1% | Reduced |
| Russell Investments Group, Ltd. | 11,714 | $3.64M | 0.00% | −219−1.8% | Reduced |
| One Capital Management, LLC | 11,629 | $3.62M | 0.11% | +5,425+87.4% | Added |
| Linden Thomas Advisory Services, LLC | 11,526 | $3.58M | 0.36% | −76−0.7% | Reduced |
| LPL Financial LLC | 11,483 | $3.57M | 0.00% | −890−7.2% | Reduced |
| US Bancorp | 11,474 | $3.57M | 0.00% | +747+7.0% | Added |
| Handelsbanken Fonder AB | 11,398 | $3.54M | 0.01% | +1,040+10.0% | Added |
| Edmond de Rothschild Holding S.A. | 11,380 | $3.54M | 0.05% | +3,840+50.9% | Added |
| Public Employees Retirement System of Ohio | 11,333 | $3.52M | 0.01% | −428−3.6% | Reduced |
| Verition Fund Management LLC | 11,300 | $3.51M | 0.02% | −112−1.0% | Reduced |
| SG Americas Securities, LLC | 11,111 | $3.46M | 0.00% | +6,564+144.4% | Added |
| Agf Management Ltd | 11,098 | $3.45M | 0.01% | −1,314−10.6% | Reduced |
| Prudential Financial Inc | 11,057 | $3.44M | 0.00% | +7,909+251.2% | Added |
| Fred Alger Management, LLC | 10,975 | $3.41M | 0.01% | −6−0.1% | Reduced |
| EFG International AG | 10,970 | $3.41M | 0.07% | +10,970 | New |
| Louisiana State Employees Retirement System | 10,800 | $3.36M | 0.06% | −100−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 10,769 | $3.35M | 0.00% | +6,606+158.7% | Added |
| Bank of Montreal | 10,649 | $3.31M | 0.00% | −6,550−38.1% | Reduced |
| Arizona State Retirement System | 10,294 | $3.20M | 0.02% | −592−5.4% | Reduced |
| Comerica Bank | 10,029 | $3.12M | 0.01% | −681−6.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,800 | $3.05M | 0.02% | −209−2.1% | Reduced |
| Commerce Bank | 9,769 | $3.04M | 0.02% | −4,049−29.3% | Reduced |
| Thoroughbred Financial Services, LLC | 9,314 | $2.90M | 0.17% | −146−1.5% | Reduced |
| State of Michigan Retirement System | 9,214 | $2.86M | 0.01% | −100−1.1% | Reduced |
| Exome Asset Management LLC | 9,000 | $2.80M | 1.38% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 8,796 | $2.73M | 0.03% | −2,234−20.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,762 | $2.72M | 0.03% | +69+0.8% | Added |
| New Age Alpha Advisors, LLC | 8,372 | $2.60M | 0.11% | +3,061+57.6% | Added |
| Blair William & Co | 8,310 | $2.58M | 0.01% | +202+2.5% | Added |
| KLP Kapitalforvaltning AS | 8,260 | $2.57M | 0.01% | +560+7.3% | Added |
| Teacher Retirement System of Texas | 8,245 | $2.56M | 0.01% | −3,704−31.0% | Reduced |
| Ensign Peak Advisors, Inc | 8,066 | $2.51M | 0.00% | −23,600−74.5% | Reduced |
| Scholtz & Company, LLC | 7,982 | $2.48M | 1.08% | +103+1.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,893 | $2.45M | 0.00% | −1,406−15.1% | Reduced |
| Oregon Public Employees Retirement Fund | 7,841 | $2.44M | 0.03% | −40−0.5% | Reduced |
| New Mexico Educational Retirement Board | 7,800 | $2.42M | 0.07% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 7,749 | $2.41M | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,729 | $2.40M | 0.01% | +443+6.1% | Added |
| Exchange Traded Concepts, LLC | 7,584 | $2.36M | 0.02% | +959+14.5% | Added |
| D. E. Shaw & Co., Inc. | 7,524 | $2.34M | 0.00% | −62−0.8% | Reduced |
| Diversified Trust Co | 7,448 | $2.32M | 0.04% | +703+10.4% | Added |
| Xponance, Inc. | 7,445 | $2.31M | 0.02% | −489−6.2% | Reduced |
| Deutsche Bank AG | 7,320 | $2.28M | 0.00% | −27,265−78.8% | Reduced |
| Ameritas Investment Partners, Inc. | 7,177 | $2.23M | 0.07% | −133−1.8% | Reduced |
| Cerity Partners LLC | 7,145 | $2.22M | 0.00% | −2,713−27.5% | Reduced |
| Edgestream Partners, L.P. | 6,888 | $2.14M | 0.06% | +6,888 | New |
| Lazard Asset Management LLC | 6,780 | $2.11M | 0.00% | +237+3.6% | Added |
| SBI Okasan Asset Management Co.Ltd. | 6,640 | $2.09M | 0.12% | +6,640 | New |
| Landscape Capital Management, L.L.C. | 6,411 | $1.99M | 0.13% | +6,411 | New |
| Oppenheimer Asset Management Inc. | 6,384 | $1.98M | 0.02% | −14−0.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,213 | $1.93M | 0.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 6,091 | $1.89M | 0.02% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 6,000 | $1.87M | 0.05% | −1,502−20.0% | Reduced |
| Pacer Advisors, Inc. | 5,984 | $1.86M | 0.00% | +844+16.4% | Added |
| Skopos Labs, Inc. | 5,864 | $1.85M | 0.09% | +4,093+231.1% | Added |
| S&CO Inc | 5,500 | $1.71M | 0.11% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 5,464 | $1.70M | 0.00% | +372+7.3% | Added |
| Van Eck Associates Corp | 5,344 | $1.66M | 0.00% | +117+2.2% | Added |
| Neuberger Berman Group LLC | 5,043 | $1.57M | 0.00% | +44+0.9% | Added |
| Havemeyer Place LP | 4,828 | $1.50M | 0.30% | +4,828 | New |
| JustInvest LLC | 4,815 | $1.50M | 0.01% | +248+5.4% | Added |
| Bessemer Group Inc | 4,743 | $1.48M | 0.00% | +405+9.3% | Added |
| Toronto Dominion Bank | 4,668 | $1.45M | 0.00% | +4,668 | New |
| Calamos Advisors LLC | 4,664 | $1.45M | 0.01% | +826+21.5% | Added |
| Diversify Wealth Management, LLC | 4,816 | $1.45M | 0.07% | +365+8.2% | Added |
| Advisors Asset Management, Inc. | 4,538 | $1.41M | 0.02% | +4,538 | New |