PEN Penumbra, Inc.
Penumbra, Inc. (PEN) Institutional Ownership
What the institutions did with PEN last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| UBS Group AG | 1.5M | 28.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 785.6K | 15.4% |
| CITIGROUP INC | 484.6K | 9.5% |
| DIMENSIONAL FUND ADVISORS LP | 300.1K | 5.9% |
| Bank of New York Mellon Corp | 228.8K | 4.5% |
| Squarepoint Ops LLC | 127.5K | 2.5% |
| Nuveen, LLC | 115.1K | 2.3% |
| RHUMBLINE ADVISERS | 108.0K | 2.1% |
| Calamos Advisors LLC | 91.9K | 1.8% |
| PRINCIPAL FINANCIAL GROUP INC | 89.9K | 1.8% |
| FMR LLC | 85.6K | 1.7% |
| BARCLAYS PLC | 83.4K | 1.6% |
| PICTON MAHONEY ASSET MANAGEMENT | 80.2K | 1.6% |
| CARRET ASSET MANAGEMENT, LLC | 72.0K | 1.4% |
| C WorldWide Group Holding A/S | 72.0K | 1.4% |
| Alberta Investment Management Corp | 45.0K | 0.9% |
| Retirement Systems of Alabama | 40.6K | 0.8% |
| NATIXIS | 34.8K | 0.7% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 34.5K | 0.7% |
| CITIZENS FINANCIAL GROUP INC/RI | 31.3K | 0.6% |
| ING GROEP NV | 30.0K | 0.6% |
| Onyx Bridge Wealth Group LLC | 26.7K | 0.5% |
| Warberg Asset Management LLC | 25.1K | 0.5% |
| NINE MASTS CAPITAL Ltd | 23.3K | 0.5% |
| ABC ARBITRAGE SA | 22.2K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| UBS Group AG | Increased | 703.8K | 1.5M | +762.9K |
| FMR LLC | Reduced | 211.0K | 85.6K | -125.4K |
| Amundi | Reduced | 109.9K | 12.9K | -96.9K |
| NATIXIS | Reduced | 124.5K | 34.8K | -89.6K |
| CITIGROUP INC | Increased | 433.1K | 484.6K | +51.5K |
| BARCLAYS PLC | Increased | 47.0K | 83.4K | +36.5K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 326.1K | 300.1K | -26.0K |
| Warberg Asset Management LLC | New | 0 | 25.1K | +25.1K |
| TRILLIUM ASSET MANAGEMENT, LLC | Reduced | 17.9K | 640 | -17.2K |
| New York Life Investment Management LLC | Reduced | 21.3K | 5.5K | -15.8K |
| Motley Fool Asset Management LLC | Sold Out | 15.3K | 0 | -15.3K |
| GATEWAY INVESTMENT ADVISERS LLC | Increased | 7.5K | 22.0K | +14.5K |
| Alberta Investment Management Corp | Increased | 33.1K | 45.0K | +11.9K |
| Squarepoint Ops LLC | Reduced | 138.4K | 127.5K | -10.9K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 796.5K | 785.6K | -10.9K |
| CONGRESS ASSET MANAGEMENT CO | Reduced | 12.2K | 4.9K | -7.3K |
| Bank of New York Mellon Corp | Reduced | 235.3K | 228.8K | -6.5K |
| PICTON MAHONEY ASSET MANAGEMENT | Increased | 75.2K | 80.2K | +5.0K |
| Oak Thistle LLC | Sold Out | 4.7K | 0 | -4.7K |
| Olympiad Research LP | Sold Out | 4.4K | 0 | -4.4K |
| EXCHANGE TRADED CONCEPTS, LLC | Increased | 3.2K | 7.2K | +4.0K |
| Apollon Wealth Management, LLC | Reduced | 10.7K | 6.9K | -3.8K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Reduced | 10.7K | 7.5K | -3.3K |
| Carlson Capital, L.P. | Sold Out | 3.1K | 0 | -3.1K |
| IMC-Chicago, LLC | New | 0 | 2.7K | +2.7K |
| Cambridge Investment Research Advisors, Inc. | Sold Out | 2.2K | 0 | -2.2K |
| Machina Capital S.A.S. | Increased | 10.4K | 12.3K | +1.8K |
| Washington Trust Advisors, Inc. | Reduced | 7.7K | 5.9K | -1.7K |
| Nuveen, LLC | Increased | 113.4K | 115.1K | +1.7K |
| DEUTSCHE BANK AG\ | Increased | 4.2K | 5.9K | +1.7K |
| ALPS ADVISORS INC | Sold Out | 1.5K | 0 | -1.5K |
| Illinois Municipal Retirement Fund | Sold Out | 1.5K | 0 | -1.5K |
| Handelsbanken Fonder AB | Reduced | 13.0K | 11.6K | -1.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | 6.1K | 4.7K | -1.4K |
| USS Investment Management Ltd | Reduced | 6.6K | 5.2K | -1.4K |
| GAMMA Investing LLC | Increased | 1.3K | 2.6K | +1.3K |
| RHUMBLINE ADVISERS | Reduced | 109.2K | 108.0K | -1.2K |
| SIMPLEX TRADING, LLC | Increased | 1.8K | 3.0K | +1.2K |
| StoneX Group Inc. | New | 0 | 1.1K | +1.1K |
| R Squared Ltd | Reduced | 11.5K | 10.4K | -1.1K |
| Diversify Advisory Services, LLC | Reduced | 2.5K | 1.4K | -1.0K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Reduced | 2.5K | 1.4K | -1.0K |
| Radnor Capital Management, LLC | Increased | 3.2K | 4.2K | +1.0K |
| TRUIST FINANCIAL CORP | Sold Out | 1.0K | 0 | -1.0K |
| SEI INVESTMENTS CO | Increased | 16.9K | 17.9K | +1.0K |
| HB Wealth Management, LLC | New | 0 | 1.0K | +1.0K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 88.9K | 89.9K | +994 |
| Transmarket Holdings LP | New | 0 | 950 | +950 |
| Ethic Inc. | Increased | 2.6K | 3.6K | +942 |
| BLAIR WILLIAM & CO/IL | Reduced | 1.8K | 845 | -924 |
| Turner Financial Group, Inc. | Sold Out | 882 | 0 | -882 |
| Police & Firemen's Retirement System of New Jersey | Reduced | 17.4K | 16.5K | -810 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | Increased | 11.5K | 12.3K | +800 |
| Fragasso Financial Advisors Inc | New | 0 | 787 | +787 |
| AGF MANAGEMENT LTD | Reduced | 9.5K | 8.7K | -762 |
| Versor Investments LP | Increased | 6.5K | 7.2K | +705 |
| FIDUCIARY FINANCIAL GROUP, LLC | Sold Out | 700 | 0 | -700 |
| Savant Capital, LLC | Sold Out | 678 | 0 | -678 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | Increased | 11.7K | 12.3K | +668 |
| MQS Management LLC | Sold Out | 667 | 0 | -667 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.