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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 20,920 | $5.73M | 0.02% | −544−2.5% | Reduced |
| Barclays PLC | 21,182 | $5.80M | 0.00% | +7,573+55.6% | Added |
| Jane Street Group, LLC | 24,688 | $6.77M | 0.02% | +19,001+334.1% | Added |
| Texas Permanent School Fund | 25,284 | $6.93M | 0.08% | −41−0.2% | Reduced |
| Engine No. 1 LLC | 26,400 | $7.24M | 1.99% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 26,499 | $7.26M | 0.02% | −189−0.7% | Reduced |
| Amalgamated Bank | 26,707 | $7.32M | 0.06% | +20,282+315.7% | Added |
| Bank of Montreal | 26,064 | $7.32M | 0.00% | +34+0.1% | Added |
| Next Century Growth Investors LLC | 26,773 | $7.34M | 0.57% | −3,667−12.0% | Reduced |
| Motley Fool Asset Management LLC | 27,342 | $7.49M | 0.49% | −1,470−5.1% | Reduced |
| Kames Capital plc | 29,335 | $8.05M | 0.11% | +3,793+14.9% | Added |
| New York State Teachers Retirement System | 29,676 | $8.13M | 0.02% | −1,280−4.1% | Reduced |
| Ensign Peak Advisors, Inc | 30,300 | $8.30M | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 30,827 | $8.45M | 0.08% | −1,296−4.0% | Reduced |
| Polar Asset Management Partners Inc. | 31,000 | $8.50M | 0.10% | +31,000 | New |
| Cubist Systematic Strategies, LLC | 31,803 | $8.72M | 0.10% | +31,702+31,388.1% | Added |
| Credit Suisse AG | 32,775 | $9.07M | 0.01% | −4,256−11.5% | Reduced |
| Congress Asset Management Co | 33,152 | $9.09M | 0.08% | −277−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 33,482 | $9.18M | 0.08% | +100+0.3% | Added |
| Point72 Asset Management, L.P. | 34,426 | $9.44M | 0.05% | +226+0.7% | Added |
| Parametric Portfolio Associates LLC | 36,231 | $9.93M | 0.01% | +2,616+7.8% | Added |
| Manufacturers Life Insurance Company, The | 37,168 | $10.2M | 0.01% | −899−2.4% | Reduced |
| Wells Fargo & Company | 37,777 | $10.4M | 0.00% | −5,998−13.7% | Reduced |
| Bridgewater Associates, LP | 38,026 | $10.4M | 0.07% | +15,977+72.5% | Added |
| Motley Fool Wealth Management, LLC | 39,760 | $10.9M | 0.46% | −356−0.9% | Reduced |
| Renaissance Technologies LLC | 40,800 | $11.2M | 0.01% | +40,800 | New |
| State Board of Administration of Florida Retirement System | 40,816 | $11.2M | 0.02% | −1,102−2.6% | Reduced |
| Retirement Systems of Alabama | 44,201 | $12.1M | 0.04% | −44−0.1% | Reduced |
| Man Group plc | 46,553 | $12.8M | 0.05% | +15,432+49.6% | Added |
| Trillium Asset Management, LLC | 50,041 | $13.7M | 0.38% | +830+1.7% | Added |
| Primecap Management Co | 50,310 | $13.8M | 0.01% | −1,280−2.5% | Reduced |
| TD Asset Management Inc | 53,405 | $14.2M | 0.01% | −158−0.3% | Reduced |
| UBS Asset Management Americas Inc | 53,730 | $14.7M | 0.01% | +2,214+4.3% | Added |
| Balyasny Asset Management LLC | 55,190 | $15.1M | 0.08% | +55,190 | New |
| Legal & General Group Plc | 56,589 | $15.5M | 0.01% | −8,968−13.7% | Reduced |
| American International Group, Inc. | 60,562 | $16.6M | 0.07% | −1,202−1.9% | Reduced |
| California State Teachers Retirement System | 62,094 | $17.0M | 0.02% | −264−0.4% | Reduced |
| Bank of America Corp | 64,220 | $17.6M | 0.00% | −3,264−4.8% | Reduced |
| Azimuth Capital Management LLC | 65,508 | $18.0M | 0.78% | +31,357+91.8% | Added |
| California Public Employees Retirement System | 68,893 | $18.9M | 0.01% | −1,742−2.5% | Reduced |
| First Trust Advisors LP | 69,312 | $19.0M | 0.02% | +69,312 | New |
| JPMorgan Chase & Co | 73,856 | $20.2M | 0.00% | +14,661+24.8% | Added |
| New York State Common Retirement Fund | 76,075 | $20.8M | 0.02% | 00.0% | Unchanged |
| Swiss National Bank | 76,300 | $20.9M | 0.01% | −2,500−3.2% | Reduced |
| AXA S.A. | 77,500 | $21.2M | 0.06% | +26,120+50.8% | Added |
| Alliancebernstein L.P. | 80,407 | $22.0M | 0.01% | −16,097−16.7% | Reduced |
| Dimensional Fund Advisors LP | 83,966 | $23.0M | 0.01% | +1,110+1.3% | Added |
| Amundi | 86,124 | $23.6M | 0.02% | +86,124 | New |
| Goldman Sachs Group Inc | 86,138 | $23.6M | 0.01% | +29,378+51.8% | Added |
| Rhumbline Advisers | 88,115 | $24.1M | 0.03% | −1,753−2.0% | Reduced |
| Wetherby Asset Management Inc | 101,270 | $27.8M | 1.70% | +81,270+406.4% | Added |
| Federated Hermes, Inc. | 105,615 | $28.9M | 0.05% | −264−0.2% | Reduced |
| Carret Asset Management, LLC | 106,051 | $29.1M | 3.40% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 110,670 | $30.3M | 0.03% | +60,339+119.9% | Added |
| Morgan Stanley | 118,096 | $32.4M | 0.00% | −263,108−69.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 123,910 | $34.0M | 0.07% | −8,060−6.1% | Reduced |
| Principal Financial Group Inc | 127,458 | $34.9M | 0.02% | +1,424+1.1% | Added |
| PFM Health Sciences, LP | 133,759 | $36.7M | 1.18% | +59,408+79.9% | Added |
| Franklin Resources Inc | 134,694 | $36.9M | 0.01% | −153,595−53.3% | Reduced |
| Rock Springs Capital Management LP | 147,500 | $40.4M | 0.80% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 163,741 | $44.9M | 0.01% | +17,960+12.3% | Added |
| Eaton Vance Management | 163,923 | $44.9M | 0.06% | +300+0.2% | Added |
| Adage Capital Partners GP, L.L.C. | 170,000 | $46.6M | 0.09% | +32,500+23.6% | Added |
| Charles Schwab Investment Management Inc | 172,356 | $47.2M | 0.02% | +3,811+2.3% | Added |
| Bellevue Group AG | 182,125 | $49.9M | 0.49% | +2,250+1.3% | Added |
| Macquarie Group Ltd | 195,136 | $53.5M | 0.04% | +194,071+18,222.6% | Added |
| American Century Companies Inc | 202,985 | $55.6M | 0.04% | +30,906+18.0% | Added |
| Ameriprise Financial Inc | 240,416 | $65.9M | 0.02% | −103,127−30.0% | Reduced |
| Northern Trust Corp | 279,254 | $76.5M | 0.01% | −7,700−2.7% | Reduced |
| Millennium Management LLC | 325,488 | $89.2M | 0.11% | +181,319+125.8% | Added |
| Invesco Ltd. | 328,197 | $89.9M | 0.02% | +243+0.1% | Added |
| Norges Bank | 338,851 | $92.9M | 0.02% | +40,383+13.5% | Added |
| Bank of New York Mellon Corp | 341,566 | $93.6M | 0.02% | +24,077+7.6% | Added |
| Geode Capital Management, LLC | 405,277 | $111.1M | 0.02% | +9,583+2.4% | Added |
| Champlain Investment Partners, LLC | 434,370 | $119.0M | 0.57% | +3,615+0.8% | Added |
| Generation Investment Management LLP | 461,665 | $126.5M | 0.52% | −1,061−0.2% | Reduced |
| Citadel Advisors LLC | 484,478 | $132.8M | 0.14% | +202,335+71.7% | Added |
| Capital World Investors | 576,960 | $158.1M | 0.03% | −71,638−11.0% | Reduced |
| William Blair Investment Management, LLC | 690,700 | $189.3M | 0.59% | −175,853−20.3% | Reduced |
| State Street Corp | 891,142 | $244.2M | 0.01% | +75,687+9.3% | Added |
| Clearbridge Investments, LLC | 1,027,567 | $281.6M | 0.20% | −7,532−0.7% | Reduced |
| Price T Rowe Associates Inc | 1,255,196 | $344.0M | 0.03% | −34,217−2.7% | Reduced |
| Baillie Gifford & Co | 1,339,146 | $367.0M | 0.18% | +55,761+4.3% | Added |
| Capital Research Global Investors | 2,853,640 | $782.1M | 0.18% | −101,643−3.4% | Reduced |
| BlackRock Inc. | 3,191,853 | $874.8M | 0.02% | −294,090−8.4% | Reduced |
| Vanguard Group Inc | 3,245,839 | $889.6M | 0.02% | +38,299+1.2% | Added |
| FMR LLC | 5,472,364 | $1.50B | 0.12% | +33,542+0.6% | Added |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,248,085−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −10,420−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −6,638−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −5,310−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −4,534−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,452−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −3,824−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −3,640−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −3,161−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −2,498−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −2,377−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −2,124−100.0% | Sold out |