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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 13,505 | $3.02M | 0.00% | +13,505 | New |
| Qube Research & Technologies Ltd | 13,519 | $3.00M | 0.03% | +13,519 | New |
| First Republic Investment Management, Inc. | 13,137 | $2.92M | 0.01% | −3,140−19.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 13,000 | $2.89M | 0.01% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,870 | $2.86M | 0.03% | +1,227+10.5% | Added |
| Jefferies Group LLC | 12,847 | $2.85M | 0.07% | +12,847 | New |
| Treasurer of the State of North Carolina | 12,742 | $2.83M | 0.02% | −1,555−10.9% | Reduced |
| Jane Street Group, LLC | 11,765 | $2.61M | 0.00% | +9,865+519.2% | Added |
| Ensign Peak Advisors, Inc | 11,200 | $2.49M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 11,198 | $2.49M | 0.03% | −16−0.1% | Reduced |
| Blair William & Co | 11,133 | $2.47M | 0.01% | −932−7.7% | Reduced |
| Tiedemann Advisors, LLC | 10,471 | $2.33M | 0.12% | +10+0.1% | Added |
| Artemis Investment Management LLP | 10,412 | $2.31M | 0.02% | +2,101+25.3% | Added |
| Arizona State Retirement System | 9,594 | $2.13M | 0.02% | +241+2.6% | Added |
| Exchange Traded Concepts, LLC | 9,585 | $2.13M | 0.04% | −4,169−30.3% | Reduced |
| Oak Ridge Investments LLC | 9,477 | $2.10M | 0.23% | −4,537−32.4% | Reduced |
| Ameritas Investment Partners, Inc. | 9,390 | $2.09M | 0.07% | 00.0% | Unchanged |
| Deutsche Bank AG | 9,194 | $2.04M | 0.00% | +2,664+40.8% | Added |
| Thrivent Financial for Lutherans | 9,176 | $2.04M | 0.00% | −84−0.9% | Reduced |
| Thoroughbred Financial Services, LLC | 9,089 | $2.02M | 0.33% | +7,970+712.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 9,000 | $2.00M | 0.05% | +7,021+354.8% | Added |
| State of Michigan Retirement System | 8,914 | $1.98M | 0.01% | +63+0.7% | Added |
| Raymond James & Associates | 8,565 | $1.90M | 0.00% | +641+8.1% | Added |
| PDT Partners, LLC | 8,540 | $1.90M | 0.16% | −4,614−35.1% | Reduced |
| Louisiana State Employees Retirement System | 9,200 | $1.88M | 0.04% | +200+2.2% | Added |
| Leavell Investment Management, Inc. | 8,050 | $1.79M | 0.12% | −850−9.6% | Reduced |
| Xponance, Inc. | 7,395 | $1.64M | 0.03% | −27−0.4% | Reduced |
| Janus Henderson Group PLC | 7,295 | $1.62M | 0.00% | +148+2.1% | Added |
| BNP Paribas Arbitrage, SA | 7,292 | $1.62M | 0.00% | −86−1.2% | Reduced |
| Teacher Retirement System of Texas | 7,239 | $1.61M | 0.01% | +517+7.7% | Added |
| New Mexico Educational Retirement Board | 7,000 | $1.55M | 0.06% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,573 | $1.46M | 0.03% | −1,356−17.1% | Reduced |
| Illinois Municipal Retirement Fund | 6,463 | $1.44M | 0.04% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 6,286 | $1.40M | 0.18% | −989−13.6% | Reduced |
| Echo Street Capital Management LLC | 6,244 | $1.39M | 0.01% | +6,244 | New |
| Utah Retirement Systems | 6,164 | $1.37M | 0.02% | −100−1.6% | Reduced |
| Holocene Advisors, LP | 6,058 | $1.35M | 0.01% | +846+16.2% | Added |
| Envestnet Asset Management Inc | 6,046 | $1.34M | 0.00% | −473−7.3% | Reduced |
| ExodusPoint Capital Management, LP | 5,890 | $1.31M | 0.02% | +5,890 | New |
| Northwestern Mutual Investment Management Company, LLC | 5,833 | $1.30M | 0.03% | +12+0.2% | Added |
| Tower Research Capital LLC (TRC) | 5,765 | $1.28M | 0.01% | +3,457+149.8% | Added |
| Advisor Group Holdings, Inc. | 5,402 | $1.24M | 0.00% | −7,452−58.0% | Reduced |
| Janney Montgomery Scott LLC | 5,531 | $1.23M | 0.01% | +531+10.6% | Added |
| Dynamic Technology Lab Private Ltd | 5,220 | $1.16M | 0.14% | +5,220 | New |
| Handelsbanken Fonder AB | 5,158 | $1.15M | 0.01% | −1,000−16.2% | Reduced |
| Baker Avenue Asset Management, LP | 5,000 | $1.11M | 0.06% | 00.0% | Unchanged |
| Citigroup Inc | 4,979 | $1.11M | 0.00% | +1,534+44.5% | Added |
| State of Alaska, Department of Revenue | 4,943 | $1.10M | 0.01% | −140−2.8% | Reduced |
| Windsor Group LTD | 4,850 | $1.06M | 0.20% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,673 | $1.04M | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,574 | $1.02M | 0.01% | −304−6.2% | Reduced |
| Barclays PLC | 4,569 | $1.01M | 0.00% | −3,931−46.2% | Reduced |
| ProShare Advisors LLC | 4,337 | $963.0K | 0.00% | +285+7.0% | Added |
| Twin Tree Management, LP | 4,228 | $939.0K | 0.02% | +4,228 | New |
| Lazard Asset Management LLC | 4,160 | $924.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,025 | $894.0K | 0.00% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 4,072 | $892.0K | 0.06% | −1,000−19.7% | Reduced |
| CWM, LLC | 3,965 | $881.0K | 0.01% | −1,043−20.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 3,694 | $821.0K | 0.00% | −1,835−33.2% | Reduced |
| Twinbeech Capital LP | 3,550 | $789.0K | 0.03% | +3,550 | New |
| Duality Advisers, LP | 3,542 | $787.0K | 0.08% | +3,542 | New |
| Securian Asset Management, Inc | 3,218 | $715.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,212 | $714.0K | 0.02% | −40−1.2% | Reduced |
| Virginia Retirement Systems Et Al | 3,200 | $711.0K | 0.01% | −2,000−38.5% | Reduced |
| Rathbone Brothers plc | 3,000 | $666.0K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 3,017 | $662.0K | 0.00% | −437−12.7% | Reduced |
| Level Four Advisory Services, LLC | 2,975 | $661.0K | 0.05% | +1,315+79.2% | Added |
| Voloridge Investment Management, LLC | 2,876 | $639.0K | 0.00% | +2,876 | New |
| JustInvest LLC | 2,870 | $638.0K | 0.03% | +2,148+297.5% | Added |
| Trexquant Investment LP | 2,838 | $630.0K | 0.03% | +2,838 | New |
| Diversified Trust Co | 2,719 | $604.0K | 0.02% | +290+11.9% | Added |
| Graham Capital Management, L.P. | 2,672 | $593.0K | 0.03% | +2,672 | New |
| 17 Capital Partners, LLC | 2,591 | $576.0K | 0.60% | +350+15.6% | Added |
| Onyx Bridge Wealth Group LLC | 3,325 | $571.0K | 0.22% | +2,600+358.6% | Added |
| Maryland State Retirement & Pension System | 2,519 | $560.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,490 | $553.0K | 0.00% | −4,521−64.5% | Reduced |
| 1623 Capital LLC | 2,363 | $525.0K | 0.27% | −118−4.8% | Reduced |
| Prudential Financial Inc | 2,301 | $511.0K | 0.00% | −315−12.0% | Reduced |
| Pictet Asset Management SA | 2,260 | $502.0K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 2,267 | $492.0K | 0.09% | +2,267 | New |
| AlphaCrest Capital Management LLC | 2,110 | $469.0K | 0.03% | +761+56.4% | Added |
| Squarepoint Ops LLC | 2,057 | $457.0K | 0.00% | +2,057 | New |
| Shelton Capital Management | 1,871 | $416.0K | 0.02% | 00.0% | Unchanged |
| Paloma Partners Management Co | 1,868 | $415.0K | 0.03% | +1,868 | New |
| Royal Bank of Canada | 1,857 | $413.0K | 0.00% | −2,998−61.8% | Reduced |
| Profund Advisors LLC | 1,783 | $396.0K | 0.02% | −256−12.6% | Reduced |
| D. E. Shaw & Co., Inc. | 1,679 | $373.0K | 0.00% | −399−19.2% | Reduced |
| Concorde Asset Management, LLC | 1,659 | $369.0K | 0.25% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,651 | $367.0K | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 1,634 | $363.0K | 0.00% | +1,634 | New |
| Pathstone Family Office, LLC | 1,338 | $349.0K | 0.01% | −64−4.6% | Reduced |
| CIBC Asset Management Inc | 1,499 | $333.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,381 | $307.0K | 0.00% | −794−36.5% | Reduced |
| Veritable, L.P. | 1,352 | $300.0K | 0.00% | +319+30.9% | Added |
| Canada Pension Plan Investment Board | 1,315 | $292.0K | 0.00% | +26+2.0% | Added |
| The PNC Financial Services Group, Inc. | 1,211 | $269.0K | 0.00% | +164+15.7% | Added |
| Abbot Financial Management, Inc. | 1,207 | $268.0K | 0.13% | +74+6.5% | Added |
| Laurel Wealth Advisors, Inc. | 1,200 | $267.0K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,162 | $258.0K | 0.00% | +1,162 | New |
| Franklin Resources Inc | 1,158 | $256.0K | 0.00% | −3,180−73.3% | Reduced |