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 |
|---|---|---|---|---|---|
| Atom Investors LP | 1,952 | $535.0K | 0.11% | −7,701−79.8% | Reduced |
| Sciencast Management LP | 2,001 | $555.0K | 0.12% | +2,001 | New |
| Diversified Trust Co | 2,029 | $556.0K | 0.02% | +10.0% | Added |
| Aigen Investment Management, LP | 2,037 | $558.0K | 0.10% | +2,037 | New |
| 17 Capital Partners, LLC | 2,226 | $610.0K | 0.57% | +2,226 | New |
| Profund Advisors LLC | 2,227 | $611.0K | 0.02% | −40−1.8% | Reduced |
| Pictet Asset Management Ltd | 2,260 | $619.0K | 0.00% | −440−16.3% | Reduced |
| HSBC Holdings PLC | 2,275 | $624.0K | 0.00% | +1,179+107.6% | Added |
| Shell Asset Management Co | 2,329 | $638.0K | 0.01% | +2,329 | New |
| Echo Street Capital Management LLC | 2,378 | $652.0K | 0.01% | +99+4.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,397 | $657.0K | 0.00% | +2,397 | New |
| AGF Investments LLC | 2,414 | $662.0K | 0.07% | +2,414 | New |
| Maryland State Retirement & Pension System | 2,519 | $695.0K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 2,578 | $707.0K | 0.01% | −9,700−79.0% | Reduced |
| Bayesian Capital Management, LP | 2,900 | $795.0K | 0.21% | +1,459+101.2% | Added |
| Rathbone Brothers plc | 3,000 | $822.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,118 | $855.0K | 0.02% | −102−3.2% | Reduced |
| Prudential Financial Inc | 3,132 | $858.0K | 0.00% | −1,807−36.6% | Reduced |
| HRT Financial LP | 3,309 | $906.0K | 0.01% | +3,309 | New |
| Citigroup Inc | 3,373 | $924.0K | 0.00% | −496−12.8% | Reduced |
| AQR Capital Management LLC | 3,399 | $932.0K | 0.00% | −266−7.3% | Reduced |
| Polaris Wealth Advisory Group, LLC | 3,468 | $958.0K | 0.06% | −5−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,547 | $972.0K | 0.01% | −153−4.1% | Reduced |
| Susquehanna International Group, LLP | 3,573 | $979.0K | 0.00% | +878+32.6% | Added |
| ProShare Advisors LLC | 3,789 | $1.04M | 0.00% | +544+16.8% | Added |
| BNP Paribas Arbitrage, SA | 3,999 | $1.10M | 0.00% | −493−11.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,025 | $1.10M | 0.00% | −517−11.4% | Reduced |
| Lazard Asset Management LLC | 4,025 | $1.10M | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 4,034 | $1.11M | 0.00% | −146−3.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,147 | $1.14M | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,262 | $1.17M | 0.03% | −210−4.7% | Reduced |
| Teacher Retirement System of Texas | 4,462 | $1.22M | 0.01% | +674+17.8% | Added |
| Paloma Partners Management Co | 4,482 | $1.23M | 0.03% | +1,748+63.9% | Added |
| Artemis Investment Management LLP | 4,555 | $1.25M | 0.01% | +4,555 | New |
| Pacer Advisors, Inc. | 4,597 | $1.26M | 0.02% | +978+27.0% | Added |
| Holocene Advisors, LP | 4,637 | $1.27M | 0.01% | +4,637 | New |
| Public Employees Retirement Association of Colorado | 4,673 | $1.28M | 0.01% | 00.0% | Unchanged |
| Windsor Group LTD | 4,850 | $1.33M | 0.29% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 4,968 | $1.36M | 0.06% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 5,000 | $1.37M | 0.01% | +5,000 | New |
| CWM, LLC | 5,076 | $1.39M | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 5,181 | $1.42M | 0.08% | +5,181 | New |
| AlphaCrest Capital Management LLC | 5,264 | $1.44M | 0.06% | +2,802+113.8% | Added |
| State of Alaska, Department of Revenue | 5,269 | $1.44M | 0.01% | −45−0.8% | Reduced |
| Royal Bank of Canada | 5,283 | $1.45M | 0.00% | +1,799+51.6% | Added |
| Victory Capital Management Inc | 5,443 | $1.49M | 0.00% | −3,776−41.0% | Reduced |
| Landscape Capital Management, L.L.C. | 5,515 | $1.51M | 0.18% | +5,515 | New |
| Envestnet Asset Management Inc | 5,626 | $1.54M | 0.00% | +358+6.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,651 | $1.55M | 0.03% | −4−0.1% | Reduced |
| Virginia Retirement Systems Et Al | 6,000 | $1.64M | 0.02% | +3,300+122.2% | Added |
| Handelsbanken Fonder AB | 6,158 | $1.69M | 0.01% | −200−3.1% | Reduced |
| ETF Managers Group, LLC | 6,255 | $1.73M | 0.03% | +6,255 | New |
| Utah Retirement Systems | 6,464 | $1.77M | 0.02% | +144+2.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 6,546 | $1.79M | 0.01% | +182+2.9% | Added |
| Perpetual Investment Management Ltd | 6,707 | $1.84M | 0.26% | +6,707 | New |
| ExodusPoint Capital Management, LP | 6,767 | $1.85M | 0.03% | +6,767 | New |
| New Mexico Educational Retirement Board | 7,000 | $1.92M | 0.07% | +1,100+18.6% | Added |
| Weiss Multi-Strategy Advisers LLC | 7,094 | $1.94M | 0.04% | +6,095+610.1% | Added |
| SG Americas Securities, LLC | 7,356 | $2.02M | 0.01% | −967−11.6% | Reduced |
| Xponance, Inc. | 7,396 | $2.03M | 0.04% | +358+5.1% | Added |
| State of Tennessee, Treasury Department | 7,692 | $2.11M | 0.01% | −5,000−39.4% | Reduced |
| Metropolitan Life Insurance Co | 8,049 | $2.21M | 0.03% | −71−0.9% | Reduced |
| Raymond James & Associates | 8,368 | $2.29M | 0.00% | −39−0.5% | Reduced |
| Leavell Investment Management, Inc. | 8,550 | $2.31M | 0.19% | 00.0% | Unchanged |
| State of Michigan Retirement System | 8,551 | $2.34M | 0.01% | −4,000−31.9% | Reduced |
| Guggenheim Capital LLC | 8,551 | $2.34M | 0.01% | −1,061−11.0% | Reduced |
| Louisiana State Employees Retirement System | 8,800 | $2.41M | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,857 | $2.43M | 0.06% | +4,671+111.6% | Added |
| Advisors Asset Management, Inc. | 8,896 | $2.44M | 0.04% | +47+0.5% | Added |
| Polar Capital Holdings Plc | 8,913 | $2.44M | 0.01% | +8,913 | New |
| Thrivent Financial for Lutherans | 9,007 | $2.47M | 0.01% | −5−0.1% | Reduced |
| Jump Financial, LLC | 9,109 | $2.50M | 0.24% | +9,109 | New |
| Ameritas Investment Partners, Inc. | 9,170 | $2.51M | 0.09% | −163−1.7% | Reduced |
| Arizona State Retirement System | 9,412 | $2.58M | 0.02% | −630−6.3% | Reduced |
| Qube Research & Technologies Ltd | 9,474 | $2.60M | 0.03% | +9,474 | New |
| Blair William & Co | 9,879 | $2.71M | 0.01% | −92−0.9% | Reduced |
| Ergoteles LLC | 9,902 | $2.71M | 0.06% | +9,902 | New |
| Deutsche Bank AG | 10,100 | $2.77M | 0.00% | +4,802+90.6% | Added |
| Tiedemann Advisors, LLC | 11,227 | $3.08M | 0.12% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,303 | $3.10M | 0.03% | −6−0.1% | Reduced |
| Oregon Public Employees Retirement Fund | 11,508 | $3.15M | 0.04% | +285+2.5% | Added |
| UBS Group AG | 11,528 | $3.16M | 0.00% | +5,338+86.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 12,116 | $3.32M | 0.02% | −6,065−33.4% | Reduced |
| Great West Life Assurance Co | 13,247 | $3.63M | 0.01% | +40+0.3% | Added |
| Exchange Traded Concepts, LLC | 13,545 | $3.71M | 0.12% | +406+3.1% | Added |
| Woodline Partners LP | 13,777 | $3.78M | 0.07% | −15,034−52.2% | Reduced |
| Advisor Group Holdings, Inc. | 14,044 | $3.85M | 0.01% | +35+0.2% | Added |
| US Bancorp | 14,168 | $3.88M | 0.01% | +3,691+35.2% | Added |
| Treasurer of the State of North Carolina | 14,438 | $3.96M | 0.02% | −210−1.4% | Reduced |
| Oak Ridge Investments LLC | 14,892 | $4.08M | 0.36% | −840−5.3% | Reduced |
| Voya Investment Management LLC | 15,069 | $4.13M | 0.01% | −163−1.1% | Reduced |
| Cinctive Capital Management LP | 15,275 | $4.19M | 0.23% | +12,669+486.1% | Added |
| PDT Partners, LLC | 15,540 | $4.26M | 0.28% | −2,260−12.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 15,768 | $4.32M | 0.01% | +2,029+14.8% | Added |
| Commerce Bank | 15,842 | $4.34M | 0.03% | +36+0.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,645 | $4.56M | 0.02% | +3,931+30.9% | Added |
| MetLife Investment Management | 16,953 | $4.65M | 0.04% | −557−3.2% | Reduced |
| Comerica Bank | 18,592 | $4.75M | 0.03% | −320−1.7% | Reduced |
| Quadrature Capital Ltd | 18,889 | $5.17M | 0.20% | +17,848+1,714.5% | Added |
| Public Employees Retirement System of Ohio | 19,909 | $5.46M | 0.02% | +1,890+10.5% | Added |