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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, Q1 2021

Institutional positions in Penumbra Inc as of Mar 31, 2021. 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
273
No complete 13F data for Q4 2020
Shares held
31.1M
No complete 13F data for Q4 2020
Total value
$8.40B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 273 institutions
Q1 2021: 273 institutionsQ2 2021: 287 institutionsQ3 2021: 280 institutionsQ4 2021: 279 institutionsQ1 2022: 280 institutionsQ2 2022: 255 institutionsQ3 2022: 261 institutionsQ4 2022: 290 institutionsQ1 2023: 312 institutionsQ2 2023: 364 institutionsQ3 2023: 317 institutionsQ4 2023: 339 institutionsQ1 2024: 342 institutionsQ2 2024: 342 institutionsQ3 2024: 334 institutionsQ4 2024: 372 institutionsQ1 2025: 421 institutionsQ2 2025: 451 institutionsQ3 2025: 421 institutionsQ4 2025: 440 institutionsQ1 2026: 485 institutionsQ2 2026: 451 institutions
Value heldQ1 2021: $8.40B
Q1 2021: $8.40BQ2 2021: $8.17BQ3 2021: $7.94BQ4 2021: $8.72BQ1 2022: $6.71BQ2 2022: $3.91BQ3 2022: $6.06BQ4 2022: $7.67BQ1 2023: $9.74BQ2 2023: $11.8BQ3 2023: $8.01BQ4 2023: $8.66BQ1 2024: $7.52BQ2 2024: $6.40BQ3 2024: $6.85BQ4 2024: $8.30BQ1 2025: $9.39BQ2 2025: $9.18BQ3 2025: $9.19BQ4 2025: $11.4BQ1 2026: $11.1BQ2 2026: $10.8B
Institutions holding PEN and their total value by quarter
QuarterHoldersValue
Q2 2026451$10.8B
Q1 2026485$11.1B
Q4 2025440$11.4B
Q3 2025421$9.19B
Q2 2025451$9.18B
Q1 2025421$9.39B
Q4 2024372$8.30B
Q3 2024334$6.85B
Q2 2024342$6.40B
Q1 2024342$7.52B
Q4 2023339$8.66B
Q3 2023317$8.01B
Q2 2023364$11.8B
Q1 2023312$9.74B
Q4 2022290$7.67B
Q3 2022261$6.06B
Q2 2022255$3.91B
Q1 2022280$6.71B
Q4 2021279$8.72B
Q3 2021280$7.94B
Q2 2021287$8.17B
Q1 2021273$8.40B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Penumbra Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PEN in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC5,438,822$1.47B0.13%––
BlackRock Inc.3,485,943$943.2M0.03%––
Vanguard Group Inc3,207,540$867.9M0.02%––
Capital Research Global Investors2,955,283$799.6M0.20%––
Price T Rowe Associates Inc1,289,413$348.9M0.03%––
Baillie Gifford & Co1,283,385$347.3M0.19%––
Wellington Management Group LLP1,248,085$337.7M0.06%––
Clearbridge Investments, LLC1,035,099$280.1M0.21%––
William Blair Investment Management, LLC866,553$234.5M0.76%––
State Street Corp815,455$220.6M0.01%––
Capital World Investors648,598$175.5M0.03%––
Generation Investment Management LLP462,726$125.2M0.52%––
Champlain Investment Partners, LLC430,755$116.6M0.61%––
Geode Capital Management, LLC395,694$107.1M0.02%––
Morgan Stanley381,204$103.1M0.02%––
Ameriprise Financial Inc343,543$93.0M0.03%––
Invesco Ltd.327,954$88.7M0.02%––
Bank of New York Mellon Corp317,489$85.9M0.02%––
Norges Bank298,468$80.8M0.02%––
Franklin Resources Inc288,289$78.0M0.03%––
Northern Trust Corp286,954$77.6M0.01%––
Citadel Advisors LLC282,143$76.3M0.08%––
Waddell & Reed Financial Inc194,713$52.7M0.11%––
Bellevue Group AG179,875$48.7M0.51%––
American Century Companies Inc172,079$46.6M0.03%––
Charles Schwab Investment Management Inc168,545$45.6M0.02%––
Eaton Vance Management163,623$44.3M0.07%––
Rock Springs Capital Management LP147,500$39.9M0.87%––
Nuveen Asset Management, LLC145,781$39.4M0.01%––
Millennium Management LLC144,169$39.0M0.05%––
Adage Capital Partners GP, L.L.C.137,500$37.2M0.08%––
Mitsubishi UFJ Trust & Banking Corp131,970$35.7M0.08%––
Principal Financial Group Inc126,034$34.1M0.02%––
Carret Asset Management, LLC106,051$28.7M3.56%––
Federated Hermes, Inc.105,879$28.6M0.06%––
Alliancebernstein L.P.96,504$26.1M0.01%––
Rhumbline Advisers89,868$24.3M0.03%––
Amundi Asset Management US, Inc.88,091$23.8M0.02%––
Dimensional Fund Advisors LP82,856$22.4M0.01%––
Marshall Wace, LLP79,197$21.4M0.11%––
Swiss National Bank78,800$21.3M0.01%––
New York State Common Retirement Fund76,075$20.6M0.02%––
PFM Health Sciences, LP74,351$20.1M0.70%––
California Public Employees Retirement System70,635$19.1M0.01%––
Bank of America Corp67,484$18.3M0.00%––
Legal & General Group Plc65,557$17.7M0.01%––
California State Teachers Retirement System62,358$16.9M0.02%––
American International Group, Inc.61,764$16.7M0.07%––
JPMorgan Chase & Co59,195$16.0M0.00%––
Goldman Sachs Group Inc56,760$15.4M0.00%––
TD Asset Management Inc53,563$14.5M0.02%––
Primecap Management Co51,590$14.0M0.01%––
UBS Asset Management Americas Inc51,516$13.9M0.01%––
AXA S.A.51,380$13.9M0.04%––
Neuberger Berman Group LLC50,331$13.6M0.01%––
Trillium Asset Management, LLC49,211$13.3M0.42%––
Voloridge Investment Management, LLC48,300$13.1M0.10%––
Retirement Systems of Alabama44,245$12.0M0.05%––
Wells Fargo & Company43,775$11.8M0.00%––
State Board of Administration of Florida Retirement System41,918$11.3M0.02%––
Motley Fool Wealth Management, LLC40,116$10.9M0.49%––
Manufacturers Life Insurance Company, The38,067$10.3M0.01%––
Credit Suisse AG37,031$10.0M0.01%––
Point72 Asset Management, L.P.34,200$9.25M0.05%––
Azimuth Capital Management LLC34,151$9.24M0.44%––
Parametric Portfolio Associates LLC33,615$9.10M0.01%––
Congress Asset Management Co33,429$9.04M0.08%––
Teachers Retirement System of the State of Kentucky33,382$9.03M0.09%––
Mutual of America Capital Management LLC32,123$8.69M0.09%––
Man Group plc31,121$8.42M0.04%––
New York State Teachers Retirement System30,956$8.38M0.02%––
Next Century Growth Investors LLC30,440$8.24M0.63%––
Ensign Peak Advisors, Inc30,300$8.20M0.02%––
Motley Fool Asset Management LLC28,812$7.80M0.56%––
Woodline Partners LP28,811$7.80M0.17%––
First Republic Investment Management, Inc.26,688$7.22M0.02%––
Engine No. 1 LLC26,400$7.14M2.62%––
Bank of Montreal26,030$7.08M0.00%––
Kames Capital plc25,542$6.90M0.10%––
Texas Permanent School Fund25,325$6.85M0.08%––
Bridgewater Associates, LP22,049$5.97M0.05%––
State of New Jersey Common Pension Fund D21,464$5.81M0.02%––
Comerica Bank18,912$5.63M0.03%––
Wetherby Asset Management Inc20,000$5.41M0.41%––
Connor, Clark & Lunn Investment Management Ltd.18,181$4.92M0.03%––
Public Employees Retirement System of Ohio18,019$4.88M0.02%––
PDT Partners, LLC17,800$4.82M0.35%––
MetLife Investment Management17,510$4.74M0.04%––
Commerce Bank15,806$4.28M0.03%––
Oak Ridge Investments LLC15,732$4.26M0.40%––
Voya Investment Management LLC15,232$4.12M0.01%––
Treasurer of the State of North Carolina14,648$3.96M0.02%––
Advisor Group Holdings, Inc.14,009$3.79M0.01%––
Healthcare of Ontario Pension Plan Trust Fund13,739$3.72M0.01%––
Barclays PLC13,609$3.68M0.00%––
Great West Life Assurance Co13,207$3.56M0.01%––
Exchange Traded Concepts, LLC13,139$3.56M0.13%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.12,714$3.44M0.02%––
State of Tennessee, Treasury Department12,692$3.43M0.01%––
State of Michigan Retirement System12,551$3.40M0.02%––