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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 31,281 | $6.95M | 0.01% | +542+1.8% | Added |
| Renaissance Technologies LLC | 31,400 | $6.97M | 0.01% | +31,400 | New |
| Congress Asset Management Co | 32,958 | $7.32M | 0.06% | −88−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 33,182 | $7.37M | 0.07% | −300−0.9% | Reduced |
| Mutual of America Capital Management LLC | 33,395 | $7.42M | 0.08% | +626+1.9% | Added |
| New York State Teachers Retirement System | 35,083 | $7.79M | 0.02% | −200−0.6% | Reduced |
| Parametric Portfolio Associates LLC | 36,401 | $8.09M | 0.00% | −1,918−5.0% | Reduced |
| Victory Capital Management Inc | 38,575 | $8.21M | 0.01% | +34,714+899.1% | Added |
| Next Century Growth Investors LLC | 37,557 | $8.34M | 0.83% | +7,269+24.0% | Added |
| Motley Fool Wealth Management, LLC | 37,711 | $8.38M | 0.40% | −490−1.3% | Reduced |
| State Board of Administration of Florida Retirement System | 40,285 | $8.95M | 0.02% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 41,427 | $9.20M | 0.02% | +37,206+881.4% | Added |
| California State Teachers Retirement System | 45,112 | $10.0M | 0.01% | −3,234−6.7% | Reduced |
| Trillium Asset Management, LLC | 45,468 | $10.1M | 0.27% | −11,162−19.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 45,882 | $10.2M | 3.35% | +45,882 | New |
| Retirement Systems of Alabama | 46,079 | $10.2M | 0.04% | +93+0.2% | Added |
| Man Group plc | 46,293 | $10.3M | 0.04% | −8,489−15.5% | Reduced |
| Primecap Management Co | 47,320 | $10.5M | 0.01% | −600−1.3% | Reduced |
| Wells Fargo & Company | 50,016 | $11.1M | 0.00% | +10,308+26.0% | Added |
| Ameriprise Financial Inc | 51,296 | $11.4M | 0.00% | −2,064−3.9% | Reduced |
| Bridgewater Associates, LP | 53,185 | $11.8M | 0.05% | +14,524+37.6% | Added |
| TD Asset Management Inc | 54,033 | $12.0M | 0.01% | −4,878−8.3% | Reduced |
| UBS Asset Management Americas Inc | 55,866 | $12.4M | 0.01% | +4,511+8.8% | Added |
| New York State Common Retirement Fund | 55,896 | $12.4M | 0.01% | +10,956+24.4% | Added |
| Kames Capital plc | 58,218 | $12.9M | 0.19% | +10,485+22.0% | Added |
| Woodline Partners LP | 58,345 | $13.0M | 0.22% | −14,287−19.7% | Reduced |
| Manufacturers Life Insurance Company, The | 60,416 | $13.3M | 0.01% | +20,738+52.3% | Added |
| American International Group, Inc. | 59,780 | $13.3M | 0.07% | +113+0.2% | Added |
| Engine No. 1 LLC | 60,070 | $13.3M | 6.01% | +1,417+2.4% | Added |
| Bank of America Corp | 62,168 | $13.8M | 0.00% | −3,611−5.5% | Reduced |
| Legal & General Group Plc | 63,363 | $14.1M | 0.00% | −2,049−3.1% | Reduced |
| Azimuth Capital Management LLC | 67,323 | $15.0M | 0.64% | +1,051+1.6% | Added |
| Morgan Stanley | 69,086 | $15.3M | 0.00% | −23,097−25.1% | Reduced |
| California Public Employees Retirement System | 71,497 | $15.9M | 0.01% | −575−0.8% | Reduced |
| Bank of Montreal | 74,380 | $16.1M | 0.01% | −2,402−3.1% | Reduced |
| Amundi | 75,646 | $16.6M | 0.01% | −4,698−5.8% | Reduced |
| AXA S.A. | 75,150 | $16.7M | 0.05% | +8,100+12.1% | Added |
| JPMorgan Chase & Co | 79,425 | $17.6M | 0.00% | +5,711+7.7% | Added |
| First Trust Advisors LP | 81,527 | $18.1M | 0.02% | +50,685+164.3% | Added |
| Swiss National Bank | 84,000 | $18.7M | 0.01% | +7,500+9.8% | Added |
| Carret Asset Management, LLC | 88,500 | $19.7M | 2.25% | 00.0% | Unchanged |
| Rhumbline Advisers | 90,006 | $20.0M | 0.03% | −169−0.2% | Reduced |
| Dimensional Fund Advisors LP | 90,610 | $20.1M | 0.01% | +2,717+3.1% | Added |
| Alliancebernstein L.P. | 96,088 | $21.3M | 0.01% | +1,061+1.1% | Added |
| Wetherby Asset Management Inc | 101,182 | $22.5M | 1.29% | −65−0.1% | Reduced |
| Avidity Partners Management LP | 104,000 | $23.1M | 0.51% | +104,000 | New |
| Federated Hermes, Inc. | 106,368 | $23.6M | 0.05% | +86+0.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 111,880 | $24.9M | 0.06% | +760+0.7% | Added |
| Principal Financial Group Inc | 119,422 | $26.5M | 0.02% | −1,303−1.1% | Reduced |
| Nuveen Asset Management, LLC | 135,894 | $28.6M | 0.01% | −23,172−14.6% | Reduced |
| Balyasny Asset Management LLC | 130,786 | $29.1M | 0.13% | +3,678+2.9% | Added |
| Adage Capital Partners GP, L.L.C. | 140,000 | $31.1M | 0.06% | −55,498−28.4% | Reduced |
| Perceptive Advisors LLC | 143,591 | $31.9M | 0.66% | +143,591 | New |
| Neuberger Berman Group LLC | 145,013 | $32.2M | 0.03% | −214−0.1% | Reduced |
| PFM Health Sciences, LP | 166,719 | $37.0M | 1.43% | −10,369−5.9% | Reduced |
| Eaton Vance Management | 174,335 | $38.7M | 0.04% | +9,055+5.5% | Added |
| Charles Schwab Investment Management Inc | 192,456 | $42.8M | 0.01% | +3,754+2.0% | Added |
| Bellevue Group AG | 193,654 | $43.0M | 0.50% | −800.0% | Reduced |
| Rock Springs Capital Management LP | 204,500 | $45.4M | 1.14% | +56,000+37.7% | Added |
| Goldman Sachs Group Inc | 219,252 | $48.7M | 0.01% | +111,824+104.1% | Added |
| Millennium Management LLC | 226,893 | $50.4M | 0.06% | −218,040−49.0% | Reduced |
| American Century Companies Inc | 227,280 | $50.5M | 0.03% | +30,284+15.4% | Added |
| Northern Trust Corp | 267,309 | $59.4M | 0.01% | −6,377−2.3% | Reduced |
| Bank of New York Mellon Corp | 336,325 | $74.7M | 0.01% | +13,019+4.0% | Added |
| Invesco Ltd. | 363,076 | $80.7M | 0.02% | +23,990+7.1% | Added |
| Citadel Advisors LLC | 367,149 | $81.6M | 0.09% | +16,522+4.7% | Added |
| Norges Bank | 386,992 | $86.0M | 0.02% | +37,677+10.8% | Added |
| Geode Capital Management, LLC | 444,890 | $98.8M | 0.01% | +16,413+3.8% | Added |
| Champlain Investment Partners, LLC | 474,720 | $105.5M | 0.55% | +3,940+0.8% | Added |
| Capital World Investors | 508,744 | $113.0M | 0.02% | 00.0% | Unchanged |
| RTW Investments, LP | 665,871 | $147.9M | 3.06% | +45,000+7.2% | Added |
| William Blair Investment Management, LLC | 858,683 | $190.7M | 0.57% | −242,871−22.0% | Reduced |
| State Street Corp | 954,843 | $212.1M | 0.01% | +29,126+3.1% | Added |
| Clearbridge Investments, LLC | 1,018,712 | $226.3M | 0.17% | +1,606+0.2% | Added |
| Price T Rowe Associates Inc | 1,140,380 | $253.3M | 0.03% | −98,329−7.9% | Reduced |
| Baillie Gifford & Co | 1,298,957 | $288.5M | 0.20% | −23,720−1.8% | Reduced |
| Capital Research Global Investors | 2,497,618 | $554.8M | 0.14% | −272,402−9.8% | Reduced |
| Vanguard Group Inc | 3,293,316 | $731.5M | 0.02% | −4,202−0.1% | Reduced |
| BlackRock Inc. | 3,402,416 | $755.8M | 0.02% | +46,196+1.4% | Added |
| FMR LLC | 5,647,657 | $1.25B | 0.10% | +43,843+0.8% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −159,200−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −67,750−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −29,092−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −17,886−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −7,884−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −4,902−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −4,147−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −3,583−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −3,311−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −3,045−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −2,739−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −2,455−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,085−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,746−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −1,496−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −1,474−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −1,431−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −1,009−100.0% | Sold out |