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, Q2 2021
Institutional positions in Penumbra Inc as of Jun 30, 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
- 287
- +16 vs. Q1 2021
- Shares held
- 29.8M
- −955.0K (−3.1%) vs. Q1 2021
- Total value
- $8.17B
- −$155.6M (−1.9%) vs. Q1 2021
- New holders
- 47
- 96 more added
- Sold out
- 31
- 97 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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, Q2 2021
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,472,364 | $1.50B | 0.12% | +33,542+0.6% | Added |
| Vanguard Group Inc | 3,245,839 | $889.6M | 0.02% | +38,299+1.2% | Added |
| BlackRock Inc. | 3,191,853 | $874.8M | 0.02% | −294,090−8.4% | Reduced |
| Capital Research Global Investors | 2,853,640 | $782.1M | 0.18% | −101,643−3.4% | Reduced |
| Baillie Gifford & Co | 1,339,146 | $367.0M | 0.18% | +55,761+4.3% | Added |
| Price T Rowe Associates Inc | 1,255,196 | $344.0M | 0.03% | −34,217−2.7% | Reduced |
| Clearbridge Investments, LLC | 1,027,567 | $281.6M | 0.20% | −7,532−0.7% | Reduced |
| State Street Corp | 891,142 | $244.2M | 0.01% | +75,687+9.3% | Added |
| William Blair Investment Management, LLC | 690,700 | $189.3M | 0.59% | −175,853−20.3% | Reduced |
| Capital World Investors | 576,960 | $158.1M | 0.03% | −71,638−11.0% | Reduced |
| Citadel Advisors LLC | 484,478 | $132.8M | 0.14% | +202,335+71.7% | Added |
| Generation Investment Management LLP | 461,665 | $126.5M | 0.52% | −1,061−0.2% | Reduced |
| Champlain Investment Partners, LLC | 434,370 | $119.0M | 0.57% | +3,615+0.8% | Added |
| Geode Capital Management, LLC | 405,277 | $111.1M | 0.02% | +9,583+2.4% | Added |
| Bank of New York Mellon Corp | 341,566 | $93.6M | 0.02% | +24,077+7.6% | Added |
| Norges Bank | 338,851 | $92.9M | 0.02% | +40,383+13.5% | Added |
| Invesco Ltd. | 328,197 | $89.9M | 0.02% | +243+0.1% | Added |
| Millennium Management LLC | 325,488 | $89.2M | 0.11% | +181,319+125.8% | Added |
| Northern Trust Corp | 279,254 | $76.5M | 0.01% | −7,700−2.7% | Reduced |
| Ameriprise Financial Inc | 240,416 | $65.9M | 0.02% | −103,127−30.0% | Reduced |
| American Century Companies Inc | 202,985 | $55.6M | 0.04% | +30,906+18.0% | Added |
| Macquarie Group Ltd | 195,136 | $53.5M | 0.04% | +194,071+18,222.6% | Added |
| Bellevue Group AG | 182,125 | $49.9M | 0.49% | +2,250+1.3% | Added |
| Charles Schwab Investment Management Inc | 172,356 | $47.2M | 0.02% | +3,811+2.3% | Added |
| Adage Capital Partners GP, L.L.C. | 170,000 | $46.6M | 0.09% | +32,500+23.6% | Added |
| Eaton Vance Management | 163,923 | $44.9M | 0.06% | +300+0.2% | Added |
| Nuveen Asset Management, LLC | 163,741 | $44.9M | 0.01% | +17,960+12.3% | Added |
| Rock Springs Capital Management LP | 147,500 | $40.4M | 0.80% | 00.0% | Unchanged |
| Franklin Resources Inc | 134,694 | $36.9M | 0.01% | −153,595−53.3% | Reduced |
| PFM Health Sciences, LP | 133,759 | $36.7M | 1.18% | +59,408+79.9% | Added |
| Principal Financial Group Inc | 127,458 | $34.9M | 0.02% | +1,424+1.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 123,910 | $34.0M | 0.07% | −8,060−6.1% | Reduced |
| Morgan Stanley | 118,096 | $32.4M | 0.00% | −263,108−69.0% | Reduced |
| Neuberger Berman Group LLC | 110,670 | $30.3M | 0.03% | +60,339+119.9% | Added |
| Carret Asset Management, LLC | 106,051 | $29.1M | 3.40% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 105,615 | $28.9M | 0.05% | −264−0.2% | Reduced |
| Wetherby Asset Management Inc | 101,270 | $27.8M | 1.70% | +81,270+406.4% | Added |
| Rhumbline Advisers | 88,115 | $24.1M | 0.03% | −1,753−2.0% | Reduced |
| Goldman Sachs Group Inc | 86,138 | $23.6M | 0.01% | +29,378+51.8% | Added |
| Amundi | 86,124 | $23.6M | 0.02% | +86,124 | New |
| Dimensional Fund Advisors LP | 83,966 | $23.0M | 0.01% | +1,110+1.3% | Added |
| Alliancebernstein L.P. | 80,407 | $22.0M | 0.01% | −16,097−16.7% | Reduced |
| AXA S.A. | 77,500 | $21.2M | 0.06% | +26,120+50.8% | Added |
| Swiss National Bank | 76,300 | $20.9M | 0.01% | −2,500−3.2% | Reduced |
| New York State Common Retirement Fund | 76,075 | $20.8M | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 73,856 | $20.2M | 0.00% | +14,661+24.8% | Added |
| First Trust Advisors LP | 69,312 | $19.0M | 0.02% | +69,312 | New |
| California Public Employees Retirement System | 68,893 | $18.9M | 0.01% | −1,742−2.5% | Reduced |
| Azimuth Capital Management LLC | 65,508 | $18.0M | 0.78% | +31,357+91.8% | Added |
| Bank of America Corp | 64,220 | $17.6M | 0.00% | −3,264−4.8% | Reduced |
| California State Teachers Retirement System | 62,094 | $17.0M | 0.02% | −264−0.4% | Reduced |
| American International Group, Inc. | 60,562 | $16.6M | 0.07% | −1,202−1.9% | Reduced |
| Legal & General Group Plc | 56,589 | $15.5M | 0.01% | −8,968−13.7% | Reduced |
| Balyasny Asset Management LLC | 55,190 | $15.1M | 0.08% | +55,190 | New |
| UBS Asset Management Americas Inc | 53,730 | $14.7M | 0.01% | +2,214+4.3% | Added |
| TD Asset Management Inc | 53,405 | $14.2M | 0.01% | −158−0.3% | Reduced |
| Primecap Management Co | 50,310 | $13.8M | 0.01% | −1,280−2.5% | Reduced |
| Trillium Asset Management, LLC | 50,041 | $13.7M | 0.38% | +830+1.7% | Added |
| Man Group plc | 46,553 | $12.8M | 0.05% | +15,432+49.6% | Added |
| Retirement Systems of Alabama | 44,201 | $12.1M | 0.04% | −44−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 40,816 | $11.2M | 0.02% | −1,102−2.6% | Reduced |
| Renaissance Technologies LLC | 40,800 | $11.2M | 0.01% | +40,800 | New |
| Motley Fool Wealth Management, LLC | 39,760 | $10.9M | 0.46% | −356−0.9% | Reduced |
| Bridgewater Associates, LP | 38,026 | $10.4M | 0.07% | +15,977+72.5% | Added |
| Wells Fargo & Company | 37,777 | $10.4M | 0.00% | −5,998−13.7% | Reduced |
| Manufacturers Life Insurance Company, The | 37,168 | $10.2M | 0.01% | −899−2.4% | Reduced |
| Parametric Portfolio Associates LLC | 36,231 | $9.93M | 0.01% | +2,616+7.8% | Added |
| Point72 Asset Management, L.P. | 34,426 | $9.44M | 0.05% | +226+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 33,482 | $9.18M | 0.08% | +100+0.3% | Added |
| Congress Asset Management Co | 33,152 | $9.09M | 0.08% | −277−0.8% | Reduced |
| Credit Suisse AG | 32,775 | $9.07M | 0.01% | −4,256−11.5% | Reduced |
| Cubist Systematic Strategies, LLC | 31,803 | $8.72M | 0.10% | +31,702+31,388.1% | Added |
| Polar Asset Management Partners Inc. | 31,000 | $8.50M | 0.10% | +31,000 | New |
| Mutual of America Capital Management LLC | 30,827 | $8.45M | 0.08% | −1,296−4.0% | Reduced |
| Ensign Peak Advisors, Inc | 30,300 | $8.30M | 0.02% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 29,676 | $8.13M | 0.02% | −1,280−4.1% | Reduced |
| Kames Capital plc | 29,335 | $8.05M | 0.11% | +3,793+14.9% | Added |
| Motley Fool Asset Management LLC | 27,342 | $7.49M | 0.49% | −1,470−5.1% | Reduced |
| Next Century Growth Investors LLC | 26,773 | $7.34M | 0.57% | −3,667−12.0% | Reduced |
| Bank of Montreal | 26,064 | $7.32M | 0.00% | +34+0.1% | Added |
| Amalgamated Bank | 26,707 | $7.32M | 0.06% | +20,282+315.7% | Added |
| First Republic Investment Management, Inc. | 26,499 | $7.26M | 0.02% | −189−0.7% | Reduced |
| Engine No. 1 LLC | 26,400 | $7.24M | 1.99% | 00.0% | Unchanged |
| Texas Permanent School Fund | 25,284 | $6.93M | 0.08% | −41−0.2% | Reduced |
| Jane Street Group, LLC | 24,688 | $6.77M | 0.02% | +19,001+334.1% | Added |
| Barclays PLC | 21,182 | $5.80M | 0.00% | +7,573+55.6% | Added |
| State of New Jersey Common Pension Fund D | 20,920 | $5.73M | 0.02% | −544−2.5% | Reduced |
| Public Employees Retirement System of Ohio | 19,909 | $5.46M | 0.02% | +1,890+10.5% | Added |
| Quadrature Capital Ltd | 18,889 | $5.17M | 0.20% | +17,848+1,714.5% | Added |
| Comerica Bank | 18,592 | $4.75M | 0.03% | −320−1.7% | Reduced |
| MetLife Investment Management | 16,953 | $4.65M | 0.04% | −557−3.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,645 | $4.56M | 0.02% | +3,931+30.9% | Added |
| Commerce Bank | 15,842 | $4.34M | 0.03% | +36+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 15,768 | $4.32M | 0.01% | +2,029+14.8% | Added |
| PDT Partners, LLC | 15,540 | $4.26M | 0.28% | −2,260−12.7% | Reduced |
| Cinctive Capital Management LP | 15,275 | $4.19M | 0.23% | +12,669+486.1% | Added |
| Voya Investment Management LLC | 15,069 | $4.13M | 0.01% | −163−1.1% | Reduced |
| Oak Ridge Investments LLC | 14,892 | $4.08M | 0.36% | −840−5.3% | Reduced |
| Treasurer of the State of North Carolina | 14,438 | $3.96M | 0.02% | −210−1.4% | Reduced |
| US Bancorp | 14,168 | $3.88M | 0.01% | +3,691+35.2% | Added |