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Penumbra (PEN) Institutional Ownership

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$240.71 -2.30 (-0.95%)
Closing price 08/4/2025 03:59 PM Eastern
Extended Trading
$298.00 +57.29 (+23.80%)
As of 07:00 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Penumbra (NYSE:PEN)

Current
Institutional Ownership
Percentage
88.88%
Number of
Institutional Buyers
(last 12 months)
272
Total
Institutional Inflows
(last 12 months)
$1.49B
Number of
Institutional Sellers
(last 12 months)
178
Total
Institutional Outflows
(last 12 months)
$978.49M
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PEN Institutional Buying and Selling by Quarter

Penumbra Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025Scholtz & Company LLC8,066$2.07M0.9%+18.5%0.021%
8/4/2025Strs Ohio32,892$8.44M0.0%N/A0.084%
8/4/2025Amalgamated Bank19,065$4.89M0.0%+4.8%0.049%
8/4/2025Carret Asset Management LLC77,000$19.76M2.1%-2.5%0.197%
8/4/2025Retirement Systems of Alabama47,333$12.15M0.0%+1.3%0.121%
8/4/2025Keybank National Association OH2,651$680K0.0%-16.2%0.007%
8/4/2025Spire Wealth Management354$91K0.0%N/A0.001%
8/4/2025Hantz Financial Services Inc.44,780$11.49M0.2%-9.6%0.115%
8/1/2025 Motley Fool Asset Management LLC9,753$2.50M0.1%-6.0%0.025%
8/1/2025 Teacher Retirement System of Texas12,851$3.30M0.0%+19.3%0.033%
8/1/2025 Y Intercept Hong Kong Ltd21,820$5.60M0.1%N/A0.056%
8/1/2025 Bessemer Group Inc.4,297$1.10M0.0%-9.3%0.011%
8/1/2025 Envestnet Asset Management Inc.48,726$12.50M0.0%-20.8%0.126%
7/31/2025 Oppenheimer Asset Management Inc.7,487$1.92M0.0%-6.4%0.019%
7/31/2025 Brighton Jones LLC1,177$302K0.0%N/A0.003%
7/31/2025 MQS Management LLC1,030$264K0.1%N/A0.003%
7/31/2025 Linden Thomas Advisory Services LLC11,597$2.98M0.3%-0.4%0.030%
7/31/2025 Focus Partners Advisor Solutions LLC832$214K0.0%N/A0.002%
7/31/2025 Washington Trust Advisors Inc.20,786$5.33M0.4%+0.5%0.054%
7/31/2025 AlphaQuest LLC838$215K0.0%+237.9%0.002%
7/31/2025 Sumitomo Mitsui Trust Group Inc.2,420$621K0.0%-62.3%0.006%
7/30/2025 Wallace Advisory Group LLC855$229K0.2%N/A0.002%
7/30/2025 Securian Asset Management Inc.3,001$770K0.0%+3.4%0.008%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al5,402$1.39M0.0%N/A0.014%
7/29/2025 Mutual of America Capital Management LLC19,258$4.94M0.1%-2.5%0.050%
7/29/2025 WCM Investment Management LLC43,554$11.17M0.0%+7.6%0.112%
7/28/2025 Allianz Asset Management GmbH2,468$633K0.0%-11.9%0.006%
7/28/2025 New York State Teachers Retirement System38,154$9.79M0.0%+0.3%0.099%
7/28/2025 Bayforest Capital Ltd400$103K0.0%-72.0%0.001%
7/28/2025 TD Asset Management Inc106,270$27.27M0.0%-20.1%0.274%
7/25/2025 Envestnet Portfolio Solutions Inc.1,470$377K0.0%-26.9%0.004%
7/25/2025 Yousif Capital Management LLC13,458$3.45M0.0%-1.2%0.035%
7/25/2025 MGO One Seven LLC1,431$367K0.0%+47.1%0.004%
7/25/2025 Allspring Global Investments Holdings LLC322,030$80.73M0.1%+0.3%0.831%
7/25/2025 CWM LLC5,742$1.47M0.0%+41.0%0.015%
7/24/2025 IFP Advisors Inc670$172K0.0%+6,600.0%0.002%
7/24/2025 Blair William & Co. IL10,564$2.71M0.0%+62.0%0.027%
7/24/2025 US Bancorp DE10,835$2.78M0.0%-12.4%0.028%
7/23/2025 Louisiana State Employees Retirement System10,900$2.80M0.1%+0.9%0.028%
7/22/2025 Belpointe Asset Management LLC2,890$742K0.0%+5.6%0.007%
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7/21/2025 111 Capital1,616$415K0.1%N/A0.004%
7/21/2025 QRG Capital Management Inc.1,918$492K0.0%+6.1%0.005%
7/21/2025 Fortis Capital Advisors LLC2,890$742K0.1%+5.6%0.007%
7/21/2025 Lecap Asset Management Ltd.4,314$1.11M0.4%N/A0.011%
7/21/2025 J2 Capital Management Inc1,679$431K0.3%N/A0.004%
7/18/2025 CHURCHILL MANAGEMENT Corp14,542$3.73M0.0%N/A0.038%
7/18/2025 Robeco Institutional Asset Management B.V.5,193$1.33M0.0%N/A0.013%
7/17/2025 Janney Montgomery Scott LLC24,749$6.35M0.0%+716.5%0.064%
7/16/2025 State of Alaska Department of Revenue4,350$1.12M0.0%-3.2%0.011%
7/16/2025 Congress Asset Management Co.454,699$116.69M0.8%-16.8%1.174%
7/16/2025 Banque Pictet & Cie SA1,455$373K0.0%-6.2%0.004%
7/15/2025 Public Employees Retirement System of Ohio27,860$7.15M0.0%+9.2%0.072%
7/15/2025 Norden Group LLC4,083$1.05M0.1%-12.0%0.011%
7/15/2025 Fifth Third Bancorp332$85K0.0%-17.8%0.001%
7/15/2025 Sheets Smith Wealth Management1,531$393K0.0%+26.4%0.004%
7/14/2025 GAMMA Investing LLC761$195K0.0%+7.3%0.002%
7/14/2025 Park Avenue Securities LLC1,591$408K0.0%N/A0.004%
7/11/2025 Farther Finance Advisors LLC2,262$580K0.0%+408.3%0.006%
7/11/2025 Silver Oak Securities Incorporated974$250K0.0%-6.3%0.003%
7/11/2025 Diversified Trust Co8,365$2.15M0.0%+33.3%0.022%
7/10/2025 Wealth Enhancement Advisory Services LLC4,999$1.26M0.0%+53.8%0.013%
7/9/2025 Pallas Capital Advisors LLC1,552$398K0.0%-9.3%0.004%
7/8/2025 E. Ohman J or Asset Management AB18,312$4.70M0.1%+10.2%0.047%
6/18/2025Voya Investment Management LLC94,696$25.32M0.0%-7.7%0.245%
6/12/2025Sheets Smith Investment Management2,889$773K0.8%N/A0.007%
5/20/2025 Belpointe Asset Management LLC2,736$732K0.0%N/A0.007%
5/20/2025 Fortis Capital Advisors LLC2,736$732K0.1%N/A0.007%
5/20/2025Intech Investment Management LLC6,551$1.75M0.0%-17.8%0.017%
5/20/2025Focus Partners Wealth2,239$599K0.0%-68.8%0.006%
5/20/2025Glenview Trust co861$230K0.0%N/A0.002%
5/19/2025 Bayforest Capital Ltd1,431$383K0.2%+35.9%0.004%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC109,543$29.29M0.0%-1.8%0.283%
5/16/2025Woodline Partners LP145,881$39.01M0.3%+476.1%0.377%
5/16/2025United Services Automobile Association2,452$656K0.0%N/A0.006%
5/16/2025Fred Alger Management LLC1,342$359K0.0%-55.1%0.003%
5/16/2025Dynamic Technology Lab Private Ltd2,900$775K0.1%-18.1%0.007%
5/16/2025Petrus Trust Company LTA892$239K0.0%-73.9%0.002%
5/16/2025Polar Asset Management Partners Inc.40,259$10.77M0.2%-67.0%0.104%
5/16/2025EFG Asset Management North America Corp.18,519$4.95M0.8%+24.6%0.048%
5/16/2025Alliancebernstein L.P.194,354$51.97M0.0%-2.9%0.502%
5/16/2025AQR Capital Management LLC138,256$36.58M0.0%-13.3%0.357%
5/16/2025Advisors Asset Management Inc.300$80K0.0%-26.5%0.001%
5/16/2025Amundi124,309$33.97M0.0%-23.2%0.321%
5/16/2025Adage Capital Partners GP L.L.C.100,000$26.74M0.0%-0.5%0.258%
5/15/2025Redmile Group LLC22,843$6.11M0.6%-11.3%0.059%
5/15/2025PDT Partners LLC15,076$4.03M0.3%+30.8%0.039%
5/15/2025Braidwell LP110,128$29.45M1.0%-40.1%0.284%
5/15/2025Royal Bank of Canada19,332$5.17M0.0%+35.8%0.050%
5/15/2025Baird Financial Group Inc.239,492$64.04M0.1%-14.5%0.618%
5/15/2025Vident Advisory LLC2,994$801K0.0%+235.3%0.008%
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5/15/2025Evergreen Capital Management LLC1,065$285K0.0%+13.1%0.003%
5/15/2025The Manufacturers Life Insurance Company 98,692$26.39M0.0%-5.3%0.255%
5/15/2025Driehaus Capital Management LLC76,278$20.40M0.2%N/A0.197%
5/15/2025Canada Pension Plan Investment Board46,600$12.46M0.0%+308.8%0.120%
5/15/2025Next Century Growth Investors LLC41,579$11.12M1.0%N/A0.107%
5/15/2025Champlain Investment Partners LLC869,923$232.63M1.7%-41.8%2.246%
5/14/2025B. Metzler seel. Sohn & Co. AG6,213$1.66M0.0%-28.4%0.016%
5/14/2025CreativeOne Wealth LLC901$241K0.0%N/A0.002%
5/14/2025Ieq Capital LLC8,966$2.40M0.0%+17.3%0.023%
5/14/2025Corebridge Financial Inc.42,788$11.44M0.1%-2.4%0.110%
(Data available from 1/1/2016 forward)

PEN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PEN shares?

During the previous two years, 421 institutional investors and hedge funds held shares of Penumbra. The most heavily invested institutionals were BlackRock Inc. ($1.42B), FMR LLC ($1.38B), Vanguard Group Inc. ($982.83M), Price T Rowe Associates Inc. MD ($323.15M), Capital Research Global Investors ($252.39M), State Street Corp ($240.30M), and Champlain Investment Partners LLC ($232.63M).Learn more on Penumbra's institutional investors.

What percentage of Penumbra's stock is owned by institutional investors?

88.88% of Penumbra's stock is owned by institutional investors. Learn more on PEN's institutional investor holdings.

Which institutional investors have been buying Penumbra's stock?

Of the 351 institutional investors that purchased Penumbra's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Champlain Investment Partners LLC ($880.82K), JPMorgan Chase & Co. ($585.64K), Norges Bank ($567.86K), Janus Henderson Group PLC ($375.68K), Thrivent Financial for Lutherans ($358.93K), Braidwell LP ($305.78K), and Allspring Global Investments Holdings LLC ($276.26K).

How much institutional buying is happening at Penumbra?

Institutional investors have bought a total of 6,561,240 shares in the last 24 months. This purchase volume represents approximately $1.49B in transactions.

Which of Penumbra's major shareholders have been selling company stock?

Of the 178 institutional investors that sold Penumbra's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($776.83K), Champlain Investment Partners LLC ($678.05K), JPMorgan Chase & Co. ($254.21K), Braidwell LP ($251.30K), Congress Asset Management Co. ($189.23K), Man Group plc ($124.59K), and William Blair Investment Management LLC ($106.94K).

How much institutional selling is happening at Penumbra?

Institutional investors have sold a total of 3,980,879 shares in the last 24 months. This volume of shares sold represents approximately $977.87M in transactions.



This page (NYSE:PEN) was last updated on 8/5/2025 by MarketBeat.com Staff
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