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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 2,267 | $492.0K | 0.09% | +2,267 | New |
| Pictet Asset Management SA | 2,260 | $502.0K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 2,301 | $511.0K | 0.00% | −315−12.0% | Reduced |
| 1623 Capital LLC | 2,363 | $525.0K | 0.27% | −118−4.8% | Reduced |
| SG Americas Securities, LLC | 2,490 | $553.0K | 0.00% | −4,521−64.5% | Reduced |
| Maryland State Retirement & Pension System | 2,519 | $560.0K | 0.02% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 3,325 | $571.0K | 0.22% | +2,600+358.6% | Added |
| 17 Capital Partners, LLC | 2,591 | $576.0K | 0.60% | +350+15.6% | Added |
| Graham Capital Management, L.P. | 2,672 | $593.0K | 0.03% | +2,672 | New |
| Diversified Trust Co | 2,719 | $604.0K | 0.02% | +290+11.9% | Added |
| Trexquant Investment LP | 2,838 | $630.0K | 0.03% | +2,838 | New |
| JustInvest LLC | 2,870 | $638.0K | 0.03% | +2,148+297.5% | Added |
| Voloridge Investment Management, LLC | 2,876 | $639.0K | 0.00% | +2,876 | New |
| Level Four Advisory Services, LLC | 2,975 | $661.0K | 0.05% | +1,315+79.2% | Added |
| AQR Capital Management LLC | 3,017 | $662.0K | 0.00% | −437−12.7% | Reduced |
| Rathbone Brothers plc | 3,000 | $666.0K | 0.01% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 3,200 | $711.0K | 0.01% | −2,000−38.5% | Reduced |
| Crossmark Global Holdings, Inc. | 3,212 | $714.0K | 0.02% | −40−1.2% | Reduced |
| Securian Asset Management, Inc | 3,218 | $715.0K | 0.01% | 00.0% | Unchanged |
| Duality Advisers, LP | 3,542 | $787.0K | 0.08% | +3,542 | New |
| Twinbeech Capital LP | 3,550 | $789.0K | 0.03% | +3,550 | New |
| Skandinaviska Enskilda Banken AB (publ) | 3,694 | $821.0K | 0.00% | −1,835−33.2% | Reduced |
| CWM, LLC | 3,965 | $881.0K | 0.01% | −1,043−20.8% | Reduced |
| Polaris Wealth Advisory Group, LLC | 4,072 | $892.0K | 0.06% | −1,000−19.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,025 | $894.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 4,160 | $924.0K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 4,228 | $939.0K | 0.02% | +4,228 | New |
| ProShare Advisors LLC | 4,337 | $963.0K | 0.00% | +285+7.0% | Added |
| Barclays PLC | 4,569 | $1.01M | 0.00% | −3,931−46.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,574 | $1.02M | 0.01% | −304−6.2% | Reduced |
| Public Employees Retirement Association of Colorado | 4,673 | $1.04M | 0.00% | 00.0% | Unchanged |
| Windsor Group LTD | 4,850 | $1.06M | 0.20% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 4,943 | $1.10M | 0.01% | −140−2.8% | Reduced |
| Citigroup Inc | 4,979 | $1.11M | 0.00% | +1,534+44.5% | Added |
| Baker Avenue Asset Management, LP | 5,000 | $1.11M | 0.06% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 5,158 | $1.15M | 0.01% | −1,000−16.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,220 | $1.16M | 0.14% | +5,220 | New |
| Janney Montgomery Scott LLC | 5,531 | $1.23M | 0.01% | +531+10.6% | Added |
| Advisor Group Holdings, Inc. | 5,402 | $1.24M | 0.00% | −7,452−58.0% | Reduced |
| Tower Research Capital LLC (TRC) | 5,765 | $1.28M | 0.01% | +3,457+149.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,833 | $1.30M | 0.03% | +12+0.2% | Added |
| ExodusPoint Capital Management, LP | 5,890 | $1.31M | 0.02% | +5,890 | New |
| Envestnet Asset Management Inc | 6,046 | $1.34M | 0.00% | −473−7.3% | Reduced |
| Holocene Advisors, LP | 6,058 | $1.35M | 0.01% | +846+16.2% | Added |
| Utah Retirement Systems | 6,164 | $1.37M | 0.02% | −100−1.6% | Reduced |
| Echo Street Capital Management LLC | 6,244 | $1.39M | 0.01% | +6,244 | New |
| Perpetual Investment Management Ltd | 6,286 | $1.40M | 0.18% | −989−13.6% | Reduced |
| Illinois Municipal Retirement Fund | 6,463 | $1.44M | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,573 | $1.46M | 0.03% | −1,356−17.1% | Reduced |
| New Mexico Educational Retirement Board | 7,000 | $1.55M | 0.06% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,239 | $1.61M | 0.01% | +517+7.7% | Added |
| BNP Paribas Arbitrage, SA | 7,292 | $1.62M | 0.00% | −86−1.2% | Reduced |
| Janus Henderson Group PLC | 7,295 | $1.62M | 0.00% | +148+2.1% | Added |
| Xponance, Inc. | 7,395 | $1.64M | 0.03% | −27−0.4% | Reduced |
| Leavell Investment Management, Inc. | 8,050 | $1.79M | 0.12% | −850−9.6% | Reduced |
| Louisiana State Employees Retirement System | 9,200 | $1.88M | 0.04% | +200+2.2% | Added |
| PDT Partners, LLC | 8,540 | $1.90M | 0.16% | −4,614−35.1% | Reduced |
| Raymond James & Associates | 8,565 | $1.90M | 0.00% | +641+8.1% | Added |
| State of Michigan Retirement System | 8,914 | $1.98M | 0.01% | +63+0.7% | Added |
| Weiss Multi-Strategy Advisers LLC | 9,000 | $2.00M | 0.05% | +7,021+354.8% | Added |
| Thoroughbred Financial Services, LLC | 9,089 | $2.02M | 0.33% | +7,970+712.2% | Added |
| Thrivent Financial for Lutherans | 9,176 | $2.04M | 0.00% | −84−0.9% | Reduced |
| Deutsche Bank AG | 9,194 | $2.04M | 0.00% | +2,664+40.8% | Added |
| Ameritas Investment Partners, Inc. | 9,390 | $2.09M | 0.07% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 9,477 | $2.10M | 0.23% | −4,537−32.4% | Reduced |
| Exchange Traded Concepts, LLC | 9,585 | $2.13M | 0.04% | −4,169−30.3% | Reduced |
| Arizona State Retirement System | 9,594 | $2.13M | 0.02% | +241+2.6% | Added |
| Artemis Investment Management LLP | 10,412 | $2.31M | 0.02% | +2,101+25.3% | Added |
| Tiedemann Advisors, LLC | 10,471 | $2.33M | 0.12% | +10+0.1% | Added |
| Blair William & Co | 11,133 | $2.47M | 0.01% | −932−7.7% | Reduced |
| Oregon Public Employees Retirement Fund | 11,198 | $2.49M | 0.03% | −16−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 11,200 | $2.49M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,765 | $2.61M | 0.00% | +9,865+519.2% | Added |
| Treasurer of the State of North Carolina | 12,742 | $2.83M | 0.02% | −1,555−10.9% | Reduced |
| Jefferies Group LLC | 12,847 | $2.85M | 0.07% | +12,847 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,870 | $2.86M | 0.03% | +1,227+10.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 13,000 | $2.89M | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 13,137 | $2.92M | 0.01% | −3,140−19.3% | Reduced |
| Qube Research & Technologies Ltd | 13,519 | $3.00M | 0.03% | +13,519 | New |
| HSBC Holdings PLC | 13,505 | $3.02M | 0.00% | +13,505 | New |
| Engineers Gate Manager LP | 14,257 | $3.17M | 0.12% | +14,257 | New |
| Comerica Bank | 16,072 | $3.28M | 0.02% | +320+2.0% | Added |
| Schonfeld Strategic Advisors LLC | 15,000 | $3.33M | 0.04% | +15,000 | New |
| National Bank of Canada | 16,109 | $3.58M | 0.01% | +15,790+4,949.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,458 | $3.66M | 0.01% | +795+5.1% | Added |
| Polar Capital Holdings Plc | 16,801 | $3.73M | 0.02% | +1,267+8.2% | Added |
| Cubist Systematic Strategies, LLC | 18,170 | $4.04M | 0.03% | +10,534+138.0% | Added |
| US Bancorp | 18,198 | $4.04M | 0.01% | +1,076+6.3% | Added |
| Yousif Capital Management, LLC | 18,463 | $4.10M | 0.04% | +366+2.0% | Added |
| Public Employees Retirement System of Ohio | 18,655 | $4.14M | 0.01% | −605−3.1% | Reduced |
| Voya Investment Management LLC | 19,053 | $4.23M | 0.01% | −2,343−11.0% | Reduced |
| Great West Life Assurance Co | 19,045 | $4.35M | 0.01% | +1,417+8.0% | Added |
| State of New Jersey Common Pension Fund D | 20,325 | $4.51M | 0.01% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 20,580 | $4.57M | 0.34% | −4,998−19.5% | Reduced |
| Lisanti Capital Growth, LLC | 22,636 | $5.03M | 0.56% | +11,956+111.9% | Added |
| MetLife Investment Management | 24,248 | $5.39M | 0.03% | +7,229+42.5% | Added |
| Texas Permanent School Fund | 24,897 | $5.53M | 0.08% | −423−1.7% | Reduced |
| Amalgamated Bank | 26,112 | $5.80M | 0.05% | +90.0% | Added |
| Amalgamated Financial Corp. | 26,112 | $5.80M | 0.05% | +26,112 | New |
| Congress Wealth Management LLC | 28,796 | $6.40M | 0.14% | +362+1.3% | Added |