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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 1,149 | $357.2K | 0.00% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,146 | $356.3K | 0.07% | +1,146 | New |
| Malaga Cove Capital, LLC | 1,081 | $336.1K | 0.12% | −207−16.1% | Reduced |
| Quest Partners LLC | 1,080 | $335.8K | 0.02% | −13−1.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,079 | $335.5K | 0.00% | +130+13.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,057 | $329.0K | 0.00% | +1,057 | New |
| Pallas Capital Advisors LLC | 1,057 | $328.6K | 0.01% | −31−2.8% | Reduced |
| Rockefeller Capital Management L.P. | 1,052 | $327.1K | 0.00% | +164+18.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 880 | $316.3K | 0.00% | −1,550−63.8% | Reduced |
| Evolve Private Wealth, LLC | 1,007 | $313.1K | 0.02% | +1,007 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 985 | $306.2K | 0.00% | +985 | New |
| Fielder Capital Group LLC | 980 | $304.7K | 0.06% | +178+22.2% | Added |
| KBC Group NV | 971 | $302.0K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 960 | $298.5K | 0.01% | +960 | New |
| Kestra Advisory Services, LLC | 944 | $293.3K | 0.00% | +105+12.5% | Added |
| Forum Financial Management, LP | 915 | $284.5K | 0.00% | +51+5.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 906 | $281.7K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 894 | $278.0K | 0.01% | +111+14.2% | Added |
| Profund Advisors LLC | 874 | $271.7K | 0.01% | −25−2.8% | Reduced |
| Merit Financial Group, LLC | 868 | $269.9K | 0.00% | +1+0.1% | Added |
| Farringdon Capital, Ltd. | 867 | $269.6K | 0.07% | +867 | New |
| Coldstream Capital Management Inc | 843 | $262.1K | 0.00% | +48+6.0% | Added |
| Covenant Partners, LLC | 838 | $260.5K | 0.08% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 738 | $229.5K | 0.00% | −14,378−95.1% | Reduced |
| Gibbs Wealth Management | 698 | $225.1K | 0.05% | +698 | New |
| Fiduciary Financial Group, LLC | 700 | $217.6K | 0.03% | +700 | New |
| SRS Capital Advisors, Inc. | 681 | $211.7K | 0.01% | −1,903−73.6% | Reduced |
| First Manhattan Co | 671 | $208.6K | 0.00% | +671 | New |
| Sym Financial Corp | 661 | $205.5K | 0.02% | +661 | New |
| Rafferty Asset Management, LLC | 658 | $204.6K | 0.00% | +658 | New |
| Colony Group, LLC | 653 | $203.0K | 0.00% | −1,689−72.1% | Reduced |
| Jones Financial Companies LLLP | 600 | $186.5K | 0.00% | −104−14.8% | Reduced |
| RiverPark Advisors, LLC | 586 | $182.2K | 0.05% | −59−9.1% | Reduced |
| Harvest Fund Management Co., Ltd | 533 | $166.0K | 0.01% | +532+53,200.0% | Added |
| Eurizon Capital SGR S.p.A. | 525 | $164.8K | 0.00% | +525 | New |
| Quent Capital, LLC | 509 | $158.3K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 500 | $155.5K | 0.03% | −375−42.9% | Reduced |
| Leonteq Securities AG | 500 | $155.5K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 494 | $153.6K | 0.00% | +494 | New |
| Kemnay Advisory Services Inc. | 449 | $139.6K | 0.02% | +449 | New |
| Umb Bank N A | 442 | $137.4K | 0.00% | +45+11.3% | Added |
| AdvisorNet Financial, Inc | 321 | $99.8K | 0.01% | +5+1.6% | Added |
| Covestor Ltd | 311 | $97.0K | 0.05% | +132+73.7% | Added |
| Fifth Third Bancorp | 306 | $95.1K | 0.00% | −35−10.3% | Reduced |
| Danske Bank A/S | 300 | $93.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 268 | $83.3K | 0.00% | +211+370.2% | Added |
| Allworth Financial LP | 262 | $81.5K | 0.00% | +21+8.7% | Added |
| Clearstead Advisors, LLC | 258 | $80.2K | 0.00% | −19−6.9% | Reduced |
| True Wealth Design, LLC | 251 | $78.0K | 0.02% | −2−0.8% | Reduced |
| Park Place Capital Corp | 248 | $77.1K | 0.02% | +3+1.2% | Added |
| Hurley Capital, LLC | 230 | $71.5K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 227 | $70.6K | 0.00% | −58−20.4% | Reduced |
| Parallel Advisors, LLC | 227 | $70.6K | 0.00% | −7−3.0% | Reduced |
| Smartleaf Asset Management LLC | 222 | $69.8K | 0.00% | +129+138.7% | Added |
| Walleye Trading LLC | 210 | $65.3K | 0.00% | −42−16.7% | Reduced |
| Itau Unibanco Holding S.A. | 206 | $64.0K | 0.00% | +206 | New |
| Farther Finance Advisors, LLC | 178 | $55.3K | 0.00% | +38+27.1% | Added |
| Signaturefd, LLC | 171 | $53.2K | 0.00% | +11+6.9% | Added |
| SageView Advisory Group, LLC | 163 | $50.7K | 0.00% | +163 | New |
| Steward Partners Investment Advisory, LLC | 159 | $49.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 115 | $41.3K | 0.01% | −789−87.3% | Reduced |
| Simplex Trading, LLC | 130 | $40.4K | 0.00% | +130 | New |
| Morse Asset Management, Inc | 125 | $38.9K | 0.01% | +125 | New |
| Huntington National Bank | 111 | $34.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 108 | $33.6K | 0.00% | −53−32.9% | Reduced |
| Parkside Financial Bank & Trust | 107 | $33.3K | 0.00% | −82−43.4% | Reduced |
| Banque Transatlantique SA | 100 | $31.1K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 98 | $30.5K | 0.01% | −46−31.9% | Reduced |
| Nisa Investment Advisors, LLC | 88 | $27.4K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 87 | $27.0K | 0.01% | +87 | New |
| Keating Financial Advisory Services, Inc. | 86 | $26.7K | 0.00% | +86 | New |
| CIBC Private Wealth Group, LLC | 84 | $26.1K | 0.00% | +81+2,700.0% | Added |
| Larson Financial Group LLC | 84 | $26.1K | 0.00% | +82+4,100.0% | Added |
| Massmutual Trust Co FSB | 83 | $25.8K | 0.00% | +11+15.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78 | $24.1K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 72 | $22.4K | 0.00% | −10−12.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 70 | $21.8K | 0.00% | +30+75.0% | Added |
| Global Retirement Partners, LLC | 70 | $21.8K | 0.00% | +49+233.3% | Added |
| Quantbot Technologies LP | 55 | $17.1K | 0.00% | +55 | New |
| Atlantic Union Bankshares Corp | 50 | $15.5K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 49 | $15.2K | 0.00% | −4−7.5% | Reduced |
| SBI Securities Co., Ltd. | 49 | $15.2K | 0.00% | −3−5.8% | Reduced |
| Sittner & Nelson, LLC | 42 | $14.3K | 0.01% | +42 | New |
| Golden State Wealth Management, LLC | 44 | $13.7K | 0.00% | +4+10.0% | Added |
| Basecamp Wealth Advisors LLC | 39 | $12.1K | 0.00% | +39 | New |
| Farmers & Merchants Investments Inc | 35 | $10.9K | 0.00% | +1+2.9% | Added |
| Elyxium Wealth, LLC | 34 | $10.6K | 0.00% | +34 | New |
| Caitong International Asset Management Co., Ltd | 26 | $8.08K | 0.00% | −55−67.9% | Reduced |
| Assetmark, Inc | 24 | $7.46K | 0.00% | −5−17.2% | Reduced |
| First Horizon Corp | 24 | $7.46K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $7.15K | 0.00% | +21+1,050.0% | Added |
| Accent Capital Management, LLC | 22 | $6.84K | 0.00% | +22 | New |
| Sunbelt Securities, Inc. | 21 | $6.53K | 0.00% | −6−22.2% | Reduced |
| Key Financial Inc | 20 | $6.22K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $6.22K | 0.00% | +2+11.1% | Added |
| Versant Capital Management, Inc | 18 | $5.60K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $5.29K | 0.00% | −31−64.6% | Reduced |
| Smithfield Trust Co | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 16 | $4.97K | 0.00% | +16 | New |
| Pinnacle Wealth Planning Services, Inc. | 15 | $4.66K | 0.00% | +15 | New |