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, Q1 2022
Institutional positions in Penumbra Inc as of Mar 31, 2022. 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
- 280
- +4 vs. Q4 2021
- Shares held
- 30.2M
- −152.3K (−0.5%) vs. Q4 2021
- Total value
- $6.71B
- −$2.01B (−23.1%) vs. Q4 2021
- New holders
- 41
- 98 more added
- Sold out
- 37
- 91 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,647,657 | $1.25B | 0.10% | +43,843+0.8% | Added |
| BlackRock Inc. | 3,402,416 | $755.8M | 0.02% | +46,196+1.4% | Added |
| Vanguard Group Inc | 3,293,316 | $731.5M | 0.02% | −4,202−0.1% | Reduced |
| Capital Research Global Investors | 2,497,618 | $554.8M | 0.14% | −272,402−9.8% | Reduced |
| Baillie Gifford & Co | 1,298,957 | $288.5M | 0.20% | −23,720−1.8% | Reduced |
| Price T Rowe Associates Inc | 1,140,380 | $253.3M | 0.03% | −98,329−7.9% | Reduced |
| Clearbridge Investments, LLC | 1,018,712 | $226.3M | 0.17% | +1,606+0.2% | Added |
| State Street Corp | 954,843 | $212.1M | 0.01% | +29,126+3.1% | Added |
| William Blair Investment Management, LLC | 858,683 | $190.7M | 0.57% | −242,871−22.0% | Reduced |
| RTW Investments, LP | 665,871 | $147.9M | 3.06% | +45,000+7.2% | Added |
| Capital World Investors | 508,744 | $113.0M | 0.02% | 00.0% | Unchanged |
| Champlain Investment Partners, LLC | 474,720 | $105.5M | 0.55% | +3,940+0.8% | Added |
| Geode Capital Management, LLC | 444,890 | $98.8M | 0.01% | +16,413+3.8% | Added |
| Norges Bank | 386,992 | $86.0M | 0.02% | +37,677+10.8% | Added |
| Citadel Advisors LLC | 367,149 | $81.6M | 0.09% | +16,522+4.7% | Added |
| Invesco Ltd. | 363,076 | $80.7M | 0.02% | +23,990+7.1% | Added |
| Bank of New York Mellon Corp | 336,325 | $74.7M | 0.01% | +13,019+4.0% | Added |
| Northern Trust Corp | 267,309 | $59.4M | 0.01% | −6,377−2.3% | Reduced |
| American Century Companies Inc | 227,280 | $50.5M | 0.03% | +30,284+15.4% | Added |
| Millennium Management LLC | 226,893 | $50.4M | 0.06% | −218,040−49.0% | Reduced |
| Goldman Sachs Group Inc | 219,252 | $48.7M | 0.01% | +111,824+104.1% | Added |
| Rock Springs Capital Management LP | 204,500 | $45.4M | 1.14% | +56,000+37.7% | Added |
| Bellevue Group AG | 193,654 | $43.0M | 0.50% | −800.0% | Reduced |
| Charles Schwab Investment Management Inc | 192,456 | $42.8M | 0.01% | +3,754+2.0% | Added |
| Eaton Vance Management | 174,335 | $38.7M | 0.04% | +9,055+5.5% | Added |
| PFM Health Sciences, LP | 166,719 | $37.0M | 1.43% | −10,369−5.9% | Reduced |
| Neuberger Berman Group LLC | 145,013 | $32.2M | 0.03% | −214−0.1% | Reduced |
| Perceptive Advisors LLC | 143,591 | $31.9M | 0.66% | +143,591 | New |
| Adage Capital Partners GP, L.L.C. | 140,000 | $31.1M | 0.06% | −55,498−28.4% | Reduced |
| Balyasny Asset Management LLC | 130,786 | $29.1M | 0.13% | +3,678+2.9% | Added |
| Nuveen Asset Management, LLC | 135,894 | $28.6M | 0.01% | −23,172−14.6% | Reduced |
| Principal Financial Group Inc | 119,422 | $26.5M | 0.02% | −1,303−1.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 111,880 | $24.9M | 0.06% | +760+0.7% | Added |
| Federated Hermes, Inc. | 106,368 | $23.6M | 0.05% | +86+0.1% | Added |
| Avidity Partners Management LP | 104,000 | $23.1M | 0.51% | +104,000 | New |
| Wetherby Asset Management Inc | 101,182 | $22.5M | 1.29% | −65−0.1% | Reduced |
| Alliancebernstein L.P. | 96,088 | $21.3M | 0.01% | +1,061+1.1% | Added |
| Dimensional Fund Advisors LP | 90,610 | $20.1M | 0.01% | +2,717+3.1% | Added |
| Rhumbline Advisers | 90,006 | $20.0M | 0.03% | −169−0.2% | Reduced |
| Carret Asset Management, LLC | 88,500 | $19.7M | 2.25% | 00.0% | Unchanged |
| Swiss National Bank | 84,000 | $18.7M | 0.01% | +7,500+9.8% | Added |
| First Trust Advisors LP | 81,527 | $18.1M | 0.02% | +50,685+164.3% | Added |
| JPMorgan Chase & Co | 79,425 | $17.6M | 0.00% | +5,711+7.7% | Added |
| AXA S.A. | 75,150 | $16.7M | 0.05% | +8,100+12.1% | Added |
| Amundi | 75,646 | $16.6M | 0.01% | −4,698−5.8% | Reduced |
| Bank of Montreal | 74,380 | $16.1M | 0.01% | −2,402−3.1% | Reduced |
| California Public Employees Retirement System | 71,497 | $15.9M | 0.01% | −575−0.8% | Reduced |
| Morgan Stanley | 69,086 | $15.3M | 0.00% | −23,097−25.1% | Reduced |
| Azimuth Capital Management LLC | 67,323 | $15.0M | 0.64% | +1,051+1.6% | Added |
| Legal & General Group Plc | 63,363 | $14.1M | 0.00% | −2,049−3.1% | Reduced |
| Bank of America Corp | 62,168 | $13.8M | 0.00% | −3,611−5.5% | Reduced |
| Engine No. 1 LLC | 60,070 | $13.3M | 6.01% | +1,417+2.4% | Added |
| American International Group, Inc. | 59,780 | $13.3M | 0.07% | +113+0.2% | Added |
| Manufacturers Life Insurance Company, The | 60,416 | $13.3M | 0.01% | +20,738+52.3% | Added |
| Woodline Partners LP | 58,345 | $13.0M | 0.22% | −14,287−19.7% | Reduced |
| Kames Capital plc | 58,218 | $12.9M | 0.19% | +10,485+22.0% | Added |
| New York State Common Retirement Fund | 55,896 | $12.4M | 0.01% | +10,956+24.4% | Added |
| UBS Asset Management Americas Inc | 55,866 | $12.4M | 0.01% | +4,511+8.8% | Added |
| TD Asset Management Inc | 54,033 | $12.0M | 0.01% | −4,878−8.3% | Reduced |
| Bridgewater Associates, LP | 53,185 | $11.8M | 0.05% | +14,524+37.6% | Added |
| Ameriprise Financial Inc | 51,296 | $11.4M | 0.00% | −2,064−3.9% | Reduced |
| Wells Fargo & Company | 50,016 | $11.1M | 0.00% | +10,308+26.0% | Added |
| Primecap Management Co | 47,320 | $10.5M | 0.01% | −600−1.3% | Reduced |
| Man Group plc | 46,293 | $10.3M | 0.04% | −8,489−15.5% | Reduced |
| Retirement Systems of Alabama | 46,079 | $10.2M | 0.04% | +93+0.2% | Added |
| Oak Harbor Wealth Partners, LLC | 45,882 | $10.2M | 3.35% | +45,882 | New |
| Trillium Asset Management, LLC | 45,468 | $10.1M | 0.27% | −11,162−19.7% | Reduced |
| California State Teachers Retirement System | 45,112 | $10.0M | 0.01% | −3,234−6.7% | Reduced |
| State of Wisconsin Investment Board | 41,427 | $9.20M | 0.02% | +37,206+881.4% | Added |
| State Board of Administration of Florida Retirement System | 40,285 | $8.95M | 0.02% | 00.0% | Unchanged |
| Motley Fool Wealth Management, LLC | 37,711 | $8.38M | 0.40% | −490−1.3% | Reduced |
| Next Century Growth Investors LLC | 37,557 | $8.34M | 0.83% | +7,269+24.0% | Added |
| Victory Capital Management Inc | 38,575 | $8.21M | 0.01% | +34,714+899.1% | Added |
| Parametric Portfolio Associates LLC | 36,401 | $8.09M | 0.00% | −1,918−5.0% | Reduced |
| New York State Teachers Retirement System | 35,083 | $7.79M | 0.02% | −200−0.6% | Reduced |
| Mutual of America Capital Management LLC | 33,395 | $7.42M | 0.08% | +626+1.9% | Added |
| Teachers Retirement System of the State of Kentucky | 33,182 | $7.37M | 0.07% | −300−0.9% | Reduced |
| Congress Asset Management Co | 32,958 | $7.32M | 0.06% | −88−0.3% | Reduced |
| Renaissance Technologies LLC | 31,400 | $6.97M | 0.01% | +31,400 | New |
| Credit Suisse AG | 31,281 | $6.95M | 0.01% | +542+1.8% | Added |
| Congress Wealth Management LLC | 28,796 | $6.40M | 0.14% | +362+1.3% | Added |
| Amalgamated Bank | 26,112 | $5.80M | 0.05% | +90.0% | Added |
| Amalgamated Financial Corp. | 26,112 | $5.80M | 0.05% | +26,112 | New |
| Texas Permanent School Fund | 24,897 | $5.53M | 0.08% | −423−1.7% | Reduced |
| MetLife Investment Management | 24,248 | $5.39M | 0.03% | +7,229+42.5% | Added |
| Lisanti Capital Growth, LLC | 22,636 | $5.03M | 0.56% | +11,956+111.9% | Added |
| Motley Fool Asset Management LLC | 20,580 | $4.57M | 0.34% | −4,998−19.5% | Reduced |
| State of New Jersey Common Pension Fund D | 20,325 | $4.51M | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 19,045 | $4.35M | 0.01% | +1,417+8.0% | Added |
| Voya Investment Management LLC | 19,053 | $4.23M | 0.01% | −2,343−11.0% | Reduced |
| Public Employees Retirement System of Ohio | 18,655 | $4.14M | 0.01% | −605−3.1% | Reduced |
| Yousif Capital Management, LLC | 18,463 | $4.10M | 0.04% | +366+2.0% | Added |
| US Bancorp | 18,198 | $4.04M | 0.01% | +1,076+6.3% | Added |
| Cubist Systematic Strategies, LLC | 18,170 | $4.04M | 0.03% | +10,534+138.0% | Added |
| Polar Capital Holdings Plc | 16,801 | $3.73M | 0.02% | +1,267+8.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,458 | $3.66M | 0.01% | +795+5.1% | Added |
| National Bank of Canada | 16,109 | $3.58M | 0.01% | +15,790+4,949.8% | Added |
| Schonfeld Strategic Advisors LLC | 15,000 | $3.33M | 0.04% | +15,000 | New |
| Comerica Bank | 16,072 | $3.28M | 0.02% | +320+2.0% | Added |
| Engineers Gate Manager LP | 14,257 | $3.17M | 0.12% | +14,257 | New |