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 |
|---|---|---|---|---|---|
| AlTi Global, Inc. | 4,479 | $1.39M | 0.03% | +5+0.1% | Added |
| CWM, LLC | 4,472 | $1.39M | 0.00% | −1,374−23.5% | Reduced |
| Acadian Asset Management LLC | 4,322 | $1.34M | 0.00% | −11,319−72.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 4,200 | $1.31M | 0.32% | −8,400−66.7% | Reduced |
| Formula Growth Ltd | 4,100 | $1.27M | 0.49% | +4,100 | New |
| Virginia Retirement Systems Et Al | 4,042 | $1.26M | 0.01% | −560−12.2% | Reduced |
| Creative Planning | 3,984 | $1.24M | 0.00% | −143−3.5% | Reduced |
| United Capital Financial Advisers, LLC | 3,959 | $1.23M | 0.01% | +648+19.6% | Added |
| Argonautica Private Wealth Management, Inc | 3,848 | $1.20M | 0.35% | −169−4.2% | Reduced |
| State of Alaska, Department of Revenue | 3,830 | $1.19M | 0.01% | −435−10.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,725 | $1.18M | 0.00% | −177−4.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,773 | $1.17M | 0.00% | −70,464−94.9% | Reduced |
| Keybank National Association | 3,705 | $1.15M | 0.00% | +43+1.2% | Added |
| OP Asset Management Ltd | 3,600 | $1.12M | 0.01% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 3,550 | $1.10M | 0.16% | +3,550 | New |
| HighTower Advisors, LLC | 3,517 | $1.09M | 0.00% | −78−2.2% | Reduced |
| Guggenheim Capital LLC | 3,506 | $1.09M | 0.01% | +1,129+47.5% | Added |
| Captrust Financial Advisors | 3,460 | $1.08M | 0.00% | +1,497+76.3% | Added |
| Baker Avenue Asset Management, LP | 3,366 | $1.05M | 0.02% | −63−1.8% | Reduced |
| Stifel Financial Corp | 3,331 | $1.04M | 0.00% | +466+16.3% | Added |
| Norden Group LLC | 3,319 | $1.03M | 0.10% | −228−6.4% | Reduced |
| Diversify Advisory Services, LLC | 2,892 | $1.01M | 0.03% | −786−21.4% | Reduced |
| New York Life Investment Management LLC | 3,213 | $999.0K | 0.01% | +3,213 | New |
| Canada Pension Plan Investment Board | 3,180 | $988.7K | 0.00% | −17,720−84.8% | Reduced |
| Abbot Financial Management, Inc. | 3,162 | $983.1K | 0.41% | −92−2.8% | Reduced |
| Alliance Wealth Advisors, LLC | 3,039 | $944.9K | 0.20% | −1,387−31.3% | Reduced |
| Yorktown Management & Research Co Inc | 3,000 | $932.7K | 0.75% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,980 | $926.5K | 0.03% | +230+8.4% | Added |
| Pathstone Holdings, LLC | 2,914 | $906.0K | 0.00% | −61−2.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,904 | $902.9K | 0.00% | +420+16.9% | Added |
| Securian Asset Management, Inc | 2,901 | $902.0K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,880 | $895.0K | 0.03% | +2,880 | New |
| Mercer Global Advisors Inc | 2,871 | $892.6K | 0.00% | −812−22.0% | Reduced |
| Toroso Investments, LLC | 2,856 | $888.0K | 0.00% | −1,835−39.1% | Reduced |
| Prospera Financial Services Inc | 2,841 | $883.3K | 0.01% | +318+12.6% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,803 | $871.5K | 0.13% | +2,803 | New |
| Rathbone Brothers plc | 2,750 | $855.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,739 | $851.6K | 0.00% | −197−6.7% | Reduced |
| Prelude Capital Management, LLC | 2,731 | $849.1K | 0.06% | −124−4.3% | Reduced |
| Castleark Management LLC | 2,686 | $835.1K | 0.02% | +960+55.6% | Added |
| Crossmark Global Holdings, Inc. | 2,508 | $779.8K | 0.01% | +247+10.9% | Added |
| The PNC Financial Services Group, Inc. | 2,476 | $769.8K | 0.00% | −311−11.2% | Reduced |
| Portside Wealth Group, LLC | 2,454 | $763.0K | 0.10% | +5+0.2% | Added |
| Odyssean, LLC | 2,398 | $745.6K | 0.54% | +2,398 | New |
| Cache Advisors, LLC | 2,250 | $699.5K | 0.09% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,234 | $694.6K | 0.01% | +1,033+86.0% | Added |
| 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 |
| J2 Capital Management Inc | 2,048 | $636.7K | 0.46% | −47−2.2% | Reduced |
| Ieq Capital, LLC | 2,024 | $629.3K | 0.00% | −11,134−84.6% | Reduced |
| Knollwood Investment Advisory, LLC | 2,013 | $625.9K | 0.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,987 | $617.8K | 0.01% | −3,133−61.2% | Reduced |
| Ethic Inc. | 1,898 | $590.1K | 0.01% | +1,898 | New |
| Qsemble Capital Management, LP | 1,848 | $574.6K | 0.05% | +1,848 | New |
| O'Shaughnessy Asset Management, LLC | 1,842 | $572.7K | 0.00% | −28−1.5% | Reduced |
| 17 Capital Partners, LLC | 1,832 | $569.6K | 0.30% | −2,030−52.6% | Reduced |
| QRG Capital Management, Inc. | 1,811 | $563.1K | 0.01% | +262+16.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,781 | $553.7K | 0.19% | +1,781 | New |
| Intrust Bank NA | 1,765 | $548.8K | 0.05% | −233−11.7% | Reduced |
| Cetera Investment Advisers | 1,738 | $540.4K | 0.00% | −43−2.4% | Reduced |
| Swiss Life Asset Management Ltd | 1,728 | $537.3K | 0.00% | +39+2.3% | Added |
| Maryland State Retirement & Pension System | 1,723 | $535.7K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 1,696 | $527.3K | 0.00% | −7,821−82.2% | Reduced |
| Alps Advisors Inc | 1,689 | $525.1K | 0.00% | +19+1.1% | Added |
| Marex Group plc | 1,674 | $520.5K | 0.01% | +1,674 | New |
| 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 |
| Vident Advisory, LLC | 1,607 | $499.6K | 0.00% | +215+15.4% | Added |
| FORA Capital, LLC | 1,604 | $498.7K | 0.06% | +1,604 | New |
| Legacy Wealth Asset Management, LLC | 1,581 | $491.5K | 0.12% | +70+4.6% | Added |
| ProShare Advisors LLC | 1,570 | $488.1K | 0.00% | −88−5.3% | Reduced |
| MML Investors Services, LLC | 1,563 | $486.0K | 0.00% | +182+13.2% | Added |
| Entropy Technologies, LP | 1,542 | $479.4K | 0.03% | +1,542 | New |
| Optimize Financial Inc | 1,529 | $475.4K | 0.24% | +20+1.3% | Added |
| HSBC Holdings PLC | 1,527 | $474.8K | 0.00% | +35+2.3% | Added |
| Journey Retirement Planning & Investment Management LLC | 1,506 | $468.2K | 0.10% | +1,506 | New |
| Tower Research Capital LLC (TRC) | 1,492 | $463.9K | 0.01% | −632−29.8% | Reduced |
| Park Avenue Securities LLC | 1,456 | $453.0K | 0.00% | +5+0.3% | Added |
| Evergreen Capital Management LLC | 1,452 | $451.4K | 0.01% | −186−11.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,448 | $449.9K | 0.00% | −40−2.7% | Reduced |
| CI Private Wealth, LLC | 1,429 | $444.4K | 0.00% | −1,145−44.5% | Reduced |
| Bank of Nova Scotia | 1,418 | $440.9K | 0.00% | −99−6.5% | Reduced |
| M&T Bank Corp | 1,393 | $433.3K | 0.00% | +587+72.8% | Added |
| denkapparat Operations GmbH | 1,378 | $428.4K | 0.23% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,372 | $426.6K | 0.00% | −9−0.7% | Reduced |
| Delta Global Management LP | 1,345 | $418.2K | 0.03% | −6,551−83.0% | Reduced |
| Mirabella Financial Services LLP | 1,338 | $416.0K | 0.04% | +1,338 | New |
| North Dakota State Investment Board | 1,327 | $412.6K | 0.02% | +1,327 | New |
| 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 |
| Shelton Capital Management | 1,301 | $404.5K | 0.01% | −77−5.6% | Reduced |
| Everence Capital Management Inc | 1,280 | $398.0K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,265 | $393.3K | 0.00% | +1,265 | New |
| Daner Wealth Management, LLC | 1,158 | $392.5K | 0.24% | +75+6.9% | Added |
| Baader Bank INC | 1,250 | $388.6K | 0.03% | +1,250 | New |
| Fifth Third Wealth Advisors LLC | 1,232 | $383.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,230 | $382.0K | 0.00% | +1,230 | New |
| CIBC Asset Management Inc | 1,208 | $375.6K | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 1,191 | $370.3K | 0.00% | −89−7.0% | Reduced |
| Banque Pictet & Cie SA | 1,170 | $363.8K | 0.00% | −276−19.1% | Reduced |