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, Q4 2021
Institutional positions in Penumbra Inc as of Dec 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
- 279
- +1 vs. Q3 2021
- Shares held
- 30.4M
- +591.3K (+2.0%) vs. Q3 2021
- Total value
- $8.72B
- +$783.8M (+9.9%) vs. Q3 2021
- New holders
- 42
- 111 more added
- Sold out
- 41
- 78 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,603,814 | $1.61B | 0.12% | +116,734+2.1% | Added |
| BlackRock Inc. | 3,356,220 | $964.3M | 0.02% | +136,248+4.2% | Added |
| Vanguard Group Inc | 3,297,518 | $947.4M | 0.02% | +51,036+1.6% | Added |
| Capital Research Global Investors | 2,770,020 | $795.9M | 0.18% | +6200.0% | Added |
| Baillie Gifford & Co | 1,322,677 | $380.0M | 0.21% | −1,067−0.1% | Reduced |
| Price T Rowe Associates Inc | 1,238,709 | $355.9M | 0.03% | +11,389+0.9% | Added |
| William Blair Investment Management, LLC | 1,101,554 | $316.5M | 0.86% | +419,632+61.5% | Added |
| Clearbridge Investments, LLC | 1,017,106 | $292.2M | 0.20% | +1,796+0.2% | Added |
| State Street Corp | 925,717 | $266.0M | 0.01% | +24,447+2.7% | Added |
| RTW Investments, LP | 620,871 | $178.4M | 2.60% | +235,677+61.2% | Added |
| Capital World Investors | 508,744 | $146.2M | 0.02% | 00.0% | Unchanged |
| Champlain Investment Partners, LLC | 470,780 | $135.3M | 0.61% | +34,195+7.8% | Added |
| Millennium Management LLC | 444,933 | $127.8M | 0.14% | +28,086+6.7% | Added |
| Geode Capital Management, LLC | 428,477 | $123.1M | 0.01% | +18,075+4.4% | Added |
| Citadel Advisors LLC | 350,627 | $100.7M | 0.11% | −101,237−22.4% | Reduced |
| Norges Bank | 349,315 | $100.4M | 0.02% | +4,360+1.3% | Added |
| Invesco Ltd. | 339,086 | $97.4M | 0.02% | +8,904+2.7% | Added |
| Bank of New York Mellon Corp | 323,306 | $92.9M | 0.02% | −1,354−0.4% | Reduced |
| Northern Trust Corp | 273,686 | $78.6M | 0.01% | +1,636+0.6% | Added |
| American Century Companies Inc | 196,996 | $56.6M | 0.04% | +7,585+4.0% | Added |
| Adage Capital Partners GP, L.L.C. | 195,498 | $56.2M | 0.10% | −4,502−2.3% | Reduced |
| Bellevue Group AG | 193,734 | $55.7M | 0.57% | −11,958−5.8% | Reduced |
| Charles Schwab Investment Management Inc | 188,702 | $54.2M | 0.02% | +8,300+4.6% | Added |
| PFM Health Sciences, LP | 177,088 | $50.9M | 1.77% | 00.0% | Unchanged |
| Eaton Vance Management | 165,280 | $47.5M | 0.06% | −100−0.1% | Reduced |
| Point72 Asset Management, L.P. | 159,200 | $45.7M | 0.20% | −63,902−28.6% | Reduced |
| Nuveen Asset Management, LLC | 159,066 | $45.7M | 0.01% | +7,089+4.7% | Added |
| Rock Springs Capital Management LP | 148,500 | $42.7M | 0.99% | +1,000+0.7% | Added |
| Neuberger Berman Group LLC | 145,227 | $41.7M | 0.03% | +30.0% | Added |
| Balyasny Asset Management LLC | 127,108 | $36.5M | 0.16% | +11,797+10.2% | Added |
| Principal Financial Group Inc | 120,725 | $34.7M | 0.02% | −6,268−4.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 111,120 | $31.9M | 0.07% | −10,610−8.7% | Reduced |
| Goldman Sachs Group Inc | 107,428 | $30.9M | 0.01% | −163,198−60.3% | Reduced |
| Federated Hermes, Inc. | 106,282 | $30.5M | 0.06% | +701+0.7% | Added |
| Wetherby Asset Management Inc | 101,247 | $29.1M | 1.64% | −80.0% | Reduced |
| Alliancebernstein L.P. | 95,027 | $27.3M | 0.01% | +11,785+14.2% | Added |
| Morgan Stanley | 92,183 | $26.5M | 0.00% | −32,995−26.4% | Reduced |
| Rhumbline Advisers | 90,175 | $25.9M | 0.03% | +2,142+2.4% | Added |
| Carret Asset Management, LLC | 88,500 | $25.4M | 2.81% | −17,551−16.5% | Reduced |
| Dimensional Fund Advisors LP | 87,893 | $25.3M | 0.01% | +2,216+2.6% | Added |
| Bank of Montreal | 76,782 | $22.0M | 0.01% | −1,112−1.4% | Reduced |
| Swiss National Bank | 76,500 | $22.0M | 0.01% | −100−0.1% | Reduced |
| JPMorgan Chase & Co | 73,714 | $21.2M | 0.00% | +7,179+10.8% | Added |
| Woodline Partners LP | 72,632 | $20.9M | 0.31% | +42,638+142.2% | Added |
| California Public Employees Retirement System | 72,072 | $20.7M | 0.01% | +3,383+4.9% | Added |
| Amundi | 80,344 | $19.9M | 0.01% | −3,917−4.6% | Reduced |
| E. Ohman J:or Asset Management AB | 67,750 | $19.5M | 0.56% | +67,750 | New |
| AXA S.A. | 67,050 | $19.3M | 0.05% | −10,320−13.3% | Reduced |
| Azimuth Capital Management LLC | 66,272 | $19.0M | 0.77% | −1,234−1.8% | Reduced |
| Bank of America Corp | 65,779 | $18.9M | 0.00% | +2,996+4.8% | Added |
| Legal & General Group Plc | 65,412 | $18.8M | 0.01% | +833+1.3% | Added |
| American International Group, Inc. | 59,667 | $17.1M | 0.09% | +166+0.3% | Added |
| TD Asset Management Inc | 58,911 | $16.9M | 0.01% | +5,506+10.3% | Added |
| Engine No. 1 LLC | 58,653 | $16.9M | 3.48% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 56,630 | $16.3M | 0.38% | +3,999+7.6% | Added |
| Man Group plc | 54,782 | $15.7M | 0.05% | +659+1.2% | Added |
| Ameriprise Financial Inc | 53,360 | $15.3M | 0.00% | −718−1.3% | Reduced |
| UBS Asset Management Americas Inc | 51,355 | $14.8M | 0.01% | +361+0.7% | Added |
| California State Teachers Retirement System | 48,346 | $13.9M | 0.02% | −9,478−16.4% | Reduced |
| Primecap Management Co | 47,920 | $13.8M | 0.01% | −1,570−3.2% | Reduced |
| Kames Capital plc | 47,733 | $13.7M | 0.18% | +16,634+53.5% | Added |
| Retirement Systems of Alabama | 45,986 | $13.2M | 0.05% | +1,463+3.3% | Added |
| New York State Common Retirement Fund | 44,940 | $12.9M | 0.01% | +3,695+9.0% | Added |
| State Board of Administration of Florida Retirement System | 40,285 | $11.6M | 0.02% | +134+0.3% | Added |
| Wells Fargo & Company | 39,708 | $11.4M | 0.00% | +690+1.8% | Added |
| Manufacturers Life Insurance Company, The | 39,678 | $11.4M | 0.01% | +71+0.2% | Added |
| Bridgewater Associates, LP | 38,661 | $11.1M | 0.06% | +2,170+5.9% | Added |
| Parametric Portfolio Associates LLC | 38,319 | $11.0M | 0.01% | +857+2.3% | Added |
| Motley Fool Wealth Management, LLC | 38,201 | $11.0M | 0.48% | −793−2.0% | Reduced |
| New York State Teachers Retirement System | 35,283 | $10.1M | 0.02% | +3,897+12.4% | Added |
| Teachers Retirement System of the State of Kentucky | 33,482 | $9.62M | 0.09% | 00.0% | Unchanged |
| Congress Asset Management Co | 33,046 | $9.49M | 0.07% | −847−2.5% | Reduced |
| Mutual of America Capital Management LLC | 32,769 | $9.41M | 0.10% | +1,084+3.4% | Added |
| First Trust Advisors LP | 30,842 | $8.86M | 0.01% | −28,969−48.4% | Reduced |
| Credit Suisse AG | 30,739 | $8.83M | 0.01% | −3,200−9.4% | Reduced |
| Next Century Growth Investors LLC | 30,288 | $8.70M | 0.78% | +6,553+27.6% | Added |
| Cinctive Capital Management LP | 29,092 | $8.36M | 0.39% | +11,126+61.9% | Added |
| Congress Wealth Management LLC | 28,434 | $8.17M | 0.16% | +28,434 | New |
| Amalgamated Bank | 26,103 | $7.50M | 0.06% | +1,706+7.0% | Added |
| Motley Fool Asset Management LLC | 25,578 | $7.35M | 0.47% | −1,323−4.9% | Reduced |
| Texas Permanent School Fund | 25,320 | $7.28M | 0.09% | −117−0.5% | Reduced |
| Voya Investment Management LLC | 21,396 | $6.15M | 0.01% | +6,674+45.3% | Added |
| State of New Jersey Common Pension Fund D | 20,325 | $5.84M | 0.02% | −359−1.7% | Reduced |
| Public Employees Retirement System of Ohio | 19,260 | $5.53M | 0.02% | −207−1.1% | Reduced |
| Yousif Capital Management, LLC | 18,097 | $5.20M | 0.05% | +18,097 | New |
| Crestline Management, LP | 17,886 | $5.14M | 0.39% | −2,801−13.5% | Reduced |
| Great West Life Assurance Co | 17,628 | $5.06M | 0.01% | +1,556+9.7% | Added |
| US Bancorp | 17,122 | $4.92M | 0.01% | +1,429+9.1% | Added |
| MetLife Investment Management | 17,019 | $4.89M | 0.04% | +499+3.0% | Added |
| First Republic Investment Management, Inc. | 16,277 | $4.68M | 0.01% | −2,405−12.9% | Reduced |
| Polar Capital Holdings Plc | 15,534 | $4.46M | 0.02% | +1,328+9.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15,663 | $4.45M | 0.02% | +1,750+12.6% | Added |
| Treasurer of the State of North Carolina | 14,297 | $4.11M | 0.02% | +60+0.4% | Added |
| Oak Ridge Investments LLC | 14,014 | $4.03M | 0.34% | −224−1.6% | Reduced |
| Exchange Traded Concepts, LLC | 13,754 | $3.95M | 0.08% | −846−5.8% | Reduced |
| PDT Partners, LLC | 13,154 | $3.78M | 0.29% | −2,346−15.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 13,000 | $3.73M | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,854 | $3.69M | 0.01% | −1,029−7.4% | Reduced |
| Blair William & Co | 12,065 | $3.47M | 0.01% | +1,973+19.6% | Added |
| Comerica Bank | 15,752 | $3.36M | 0.02% | +115+0.7% | Added |