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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 14,044 | $3.85M | 0.01% | +35+0.2% | Added |
| Woodline Partners LP | 13,777 | $3.78M | 0.07% | −15,034−52.2% | Reduced |
| Exchange Traded Concepts, LLC | 13,545 | $3.71M | 0.12% | +406+3.1% | Added |
| Great West Life Assurance Co | 13,247 | $3.63M | 0.01% | +40+0.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 12,116 | $3.32M | 0.02% | −6,065−33.4% | Reduced |
| UBS Group AG | 11,528 | $3.16M | 0.00% | +5,338+86.2% | Added |
| Oregon Public Employees Retirement Fund | 11,508 | $3.15M | 0.04% | +285+2.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,303 | $3.10M | 0.03% | −6−0.1% | Reduced |
| Tiedemann Advisors, LLC | 11,227 | $3.08M | 0.12% | 00.0% | Unchanged |
| Deutsche Bank AG | 10,100 | $2.77M | 0.00% | +4,802+90.6% | Added |
| Ergoteles LLC | 9,902 | $2.71M | 0.06% | +9,902 | New |
| Blair William & Co | 9,879 | $2.71M | 0.01% | −92−0.9% | Reduced |
| Qube Research & Technologies Ltd | 9,474 | $2.60M | 0.03% | +9,474 | New |
| Arizona State Retirement System | 9,412 | $2.58M | 0.02% | −630−6.3% | Reduced |
| Ameritas Investment Partners, Inc. | 9,170 | $2.51M | 0.09% | −163−1.7% | Reduced |
| Jump Financial, LLC | 9,109 | $2.50M | 0.24% | +9,109 | New |
| Thrivent Financial for Lutherans | 9,007 | $2.47M | 0.01% | −5−0.1% | Reduced |
| Polar Capital Holdings Plc | 8,913 | $2.44M | 0.01% | +8,913 | New |
| Advisors Asset Management, Inc. | 8,896 | $2.44M | 0.04% | +47+0.5% | Added |
| Tower Research Capital LLC (TRC) | 8,857 | $2.43M | 0.06% | +4,671+111.6% | Added |
| Louisiana State Employees Retirement System | 8,800 | $2.41M | 0.06% | 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 |
| Leavell Investment Management, Inc. | 8,550 | $2.31M | 0.19% | 00.0% | Unchanged |
| Raymond James & Associates | 8,368 | $2.29M | 0.00% | −39−0.5% | Reduced |
| Metropolitan Life Insurance Co | 8,049 | $2.21M | 0.03% | −71−0.9% | Reduced |
| State of Tennessee, Treasury Department | 7,692 | $2.11M | 0.01% | −5,000−39.4% | Reduced |
| Xponance, Inc. | 7,396 | $2.03M | 0.04% | +358+5.1% | Added |
| SG Americas Securities, LLC | 7,356 | $2.02M | 0.01% | −967−11.6% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 7,094 | $1.94M | 0.04% | +6,095+610.1% | Added |
| New Mexico Educational Retirement Board | 7,000 | $1.92M | 0.07% | +1,100+18.6% | Added |
| ExodusPoint Capital Management, LP | 6,767 | $1.85M | 0.03% | +6,767 | New |
| Perpetual Investment Management Ltd | 6,707 | $1.84M | 0.26% | +6,707 | New |
| Skandinaviska Enskilda Banken AB (publ) | 6,546 | $1.79M | 0.01% | +182+2.9% | Added |
| Utah Retirement Systems | 6,464 | $1.77M | 0.02% | +144+2.3% | Added |
| ETF Managers Group, LLC | 6,255 | $1.73M | 0.03% | +6,255 | New |
| Handelsbanken Fonder AB | 6,158 | $1.69M | 0.01% | −200−3.1% | Reduced |
| Virginia Retirement Systems Et Al | 6,000 | $1.64M | 0.02% | +3,300+122.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,651 | $1.55M | 0.03% | −4−0.1% | Reduced |
| Envestnet Asset Management Inc | 5,626 | $1.54M | 0.00% | +358+6.8% | Added |
| Landscape Capital Management, L.L.C. | 5,515 | $1.51M | 0.18% | +5,515 | New |
| Victory Capital Management Inc | 5,443 | $1.49M | 0.00% | −3,776−41.0% | Reduced |
| Royal Bank of Canada | 5,283 | $1.45M | 0.00% | +1,799+51.6% | Added |
| State of Alaska, Department of Revenue | 5,269 | $1.44M | 0.01% | −45−0.8% | Reduced |
| AlphaCrest Capital Management LLC | 5,264 | $1.44M | 0.06% | +2,802+113.8% | Added |
| Blueshift Asset Management, LLC | 5,181 | $1.42M | 0.08% | +5,181 | New |
| CWM, LLC | 5,076 | $1.39M | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 5,000 | $1.37M | 0.01% | +5,000 | New |
| Illinois Municipal Retirement Fund | 4,968 | $1.36M | 0.06% | 00.0% | Unchanged |
| Windsor Group LTD | 4,850 | $1.33M | 0.29% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,673 | $1.28M | 0.01% | 00.0% | Unchanged |
| Holocene Advisors, LP | 4,637 | $1.27M | 0.01% | +4,637 | New |
| Pacer Advisors, Inc. | 4,597 | $1.26M | 0.02% | +978+27.0% | Added |
| Artemis Investment Management LLP | 4,555 | $1.25M | 0.01% | +4,555 | New |
| Paloma Partners Management Co | 4,482 | $1.23M | 0.03% | +1,748+63.9% | Added |
| Teacher Retirement System of Texas | 4,462 | $1.22M | 0.01% | +674+17.8% | Added |
| Crossmark Global Holdings, Inc. | 4,262 | $1.17M | 0.03% | −210−4.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,147 | $1.14M | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 4,034 | $1.11M | 0.00% | −146−3.5% | 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 |
| BNP Paribas Arbitrage, SA | 3,999 | $1.10M | 0.00% | −493−11.0% | Reduced |
| ProShare Advisors LLC | 3,789 | $1.04M | 0.00% | +544+16.8% | Added |
| Susquehanna International Group, LLP | 3,573 | $979.0K | 0.00% | +878+32.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,547 | $972.0K | 0.01% | −153−4.1% | Reduced |
| Polaris Wealth Advisory Group, LLC | 3,468 | $958.0K | 0.06% | −5−0.1% | Reduced |
| AQR Capital Management LLC | 3,399 | $932.0K | 0.00% | −266−7.3% | Reduced |
| Citigroup Inc | 3,373 | $924.0K | 0.00% | −496−12.8% | Reduced |
| HRT Financial LP | 3,309 | $906.0K | 0.01% | +3,309 | New |
| Prudential Financial Inc | 3,132 | $858.0K | 0.00% | −1,807−36.6% | Reduced |
| Securian Asset Management, Inc | 3,118 | $855.0K | 0.02% | −102−3.2% | Reduced |
| Rathbone Brothers plc | 3,000 | $822.0K | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 2,900 | $795.0K | 0.21% | +1,459+101.2% | Added |
| Squarepoint Ops LLC | 2,578 | $707.0K | 0.01% | −9,700−79.0% | Reduced |
| Maryland State Retirement & Pension System | 2,519 | $695.0K | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 2,414 | $662.0K | 0.07% | +2,414 | New |
| Cambridge Investment Research Advisors, Inc. | 2,397 | $657.0K | 0.00% | +2,397 | New |
| Echo Street Capital Management LLC | 2,378 | $652.0K | 0.01% | +99+4.3% | Added |
| Shell Asset Management Co | 2,329 | $638.0K | 0.01% | +2,329 | New |
| HSBC Holdings PLC | 2,275 | $624.0K | 0.00% | +1,179+107.6% | Added |
| Pictet Asset Management Ltd | 2,260 | $619.0K | 0.00% | −440−16.3% | Reduced |
| Profund Advisors LLC | 2,227 | $611.0K | 0.02% | −40−1.8% | Reduced |
| 17 Capital Partners, LLC | 2,226 | $610.0K | 0.57% | +2,226 | New |
| Aigen Investment Management, LP | 2,037 | $558.0K | 0.10% | +2,037 | New |
| Diversified Trust Co | 2,029 | $556.0K | 0.02% | +10.0% | Added |
| Sciencast Management LP | 2,001 | $555.0K | 0.12% | +2,001 | New |
| Atom Investors LP | 1,952 | $535.0K | 0.11% | −7,701−79.8% | Reduced |
| Bank of Nova Scotia | 1,910 | $523.0K | 0.00% | +1,910 | New |
| Trexquant Investment LP | 1,899 | $520.0K | 0.04% | +1,899 | New |
| Shelton Capital Management | 1,871 | $513.0K | 0.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,818 | $498.0K | 0.00% | 00.0% | Unchanged |
| 1623 Capital LLC | 1,751 | $480.0K | 0.20% | +393+28.9% | Added |
| Canada Pension Plan Investment Board | 1,701 | $466.0K | 0.00% | −1,919−53.0% | Reduced |
| Wolverine Trading, LLC | 1,651 | $457.0K | 0.01% | +1,651 | New |
| Dynamic Technology Lab Private Ltd | 1,660 | $455.0K | 0.05% | −722−30.3% | Reduced |
| Concorde Asset Management, LLC | 1,659 | $455.0K | 0.26% | +163+10.9% | Added |
| Mission Wealth Management, LP | 1,651 | $452.0K | 0.02% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 1,500 | $411.0K | 0.32% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,496 | $410.0K | 0.01% | +1,496 | New |
| Tudor Investment Corp Et Al | 1,431 | $392.0K | 0.01% | +1,431 | New |