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, Q2 2022
Institutional positions in Penumbra Inc as of Jun 30, 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
- 255
- −19 vs. Q1 2022
- Shares held
- 31.4M
- +1.36M (+4.5%) vs. Q1 2022
- Total value
- $3.91B
- −$2.76B (−41.3%) vs. Q1 2022
- New holders
- 38
- 113 more added
- Sold out
- 57
- 63 more reduced
6 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 4,673 | $582.0K | 0.00% | 00.0% | Unchanged |
| Windsor Group LTD | 4,850 | $608.0K | 0.16% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5,000 | $623.0K | 0.04% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 5,014 | $625.0K | 0.01% | −9,986−66.6% | Reduced |
| State of Alaska, Department of Revenue | 5,088 | $633.0K | 0.01% | +145+2.9% | Added |
| Advisor Group Holdings, Inc. | 5,203 | $647.0K | 0.00% | −199−3.7% | Reduced |
| Wellington Management Group LLP | 5,354 | $667.0K | 0.00% | +5,354 | New |
| Envestnet Asset Management Inc | 5,492 | $684.0K | 0.00% | −554−9.2% | Reduced |
| Handelsbanken Fonder AB | 5,558 | $692.0K | 0.00% | +400+7.8% | Added |
| New Mexico Educational Retirement Board | 5,600 | $697.0K | 0.03% | −1,400−20.0% | Reduced |
| Washington Trust Advisors, Inc. | 5,610 | $698.0K | 0.06% | +5,610 | New |
| Teacher Retirement System of Texas | 5,627 | $701.0K | 0.00% | −1,612−22.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,929 | $738.0K | 0.02% | +96+1.6% | Added |
| UBS Oconnor LLC | 6,007 | $748.0K | 0.01% | +6,007 | New |
| Utah Retirement Systems | 6,164 | $768.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,584 | $820.0K | 0.02% | +11+0.2% | Added |
| Barclays PLC | 7,107 | $885.0K | 0.00% | +2,538+55.5% | Added |
| Leavell Investment Management, Inc. | 7,150 | $890.0K | 0.07% | −900−11.2% | Reduced |
| Jump Financial, LLC | 7,160 | $891.0K | 0.04% | +7,160 | New |
| Dynamic Technology Lab Private Ltd | 7,398 | $921.0K | 0.10% | +2,178+41.7% | Added |
| Jane Street Group, LLC | 7,521 | $937.0K | 0.00% | −4,244−36.1% | Reduced |
| Boothbay Fund Management, LLC | 7,747 | $965.0K | 0.03% | +7,747 | New |
| Xponance, Inc. | 7,810 | $973.0K | 0.02% | +415+5.6% | Added |
| Two Sigma Advisers, LP | 7,859 | $979.0K | 0.00% | +7,859 | New |
| Oak Ridge Investments LLC | 8,150 | $1.01M | 0.15% | −1,327−14.0% | Reduced |
| Deutsche Bank AG | 8,294 | $1.03M | 0.00% | −900−9.8% | Reduced |
| Raymond James & Associates | 8,392 | $1.04M | 0.00% | −173−2.0% | Reduced |
| Bank of Montreal | 8,298 | $1.10M | 0.00% | −66,082−88.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 8,857 | $1.10M | 0.02% | +8,857 | New |
| State of Michigan Retirement System | 9,014 | $1.12M | 0.01% | +100+1.1% | Added |
| BNP Paribas Arbitrage, SA | 9,052 | $1.13M | 0.00% | +1,760+24.1% | Added |
| First Republic Investment Management, Inc. | 9,077 | $1.13M | 0.00% | −4,060−30.9% | Reduced |
| Thrivent Financial for Lutherans | 9,292 | $1.16M | 0.00% | +116+1.3% | Added |
| Louisiana State Employees Retirement System | 9,300 | $1.16M | 0.03% | +100+1.1% | Added |
| Ameritas Investment Partners, Inc. | 9,390 | $1.17M | 0.05% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 9,462 | $1.18M | 0.09% | −1,009−9.6% | Reduced |
| Arizona State Retirement System | 9,693 | $1.21M | 0.01% | +99+1.0% | Added |
| Thoroughbred Financial Services, LLC | 10,031 | $1.25M | 0.23% | +942+10.4% | Added |
| Oregon Public Employees Retirement Fund | 10,120 | $1.26M | 0.02% | −1,078−9.6% | Reduced |
| Man Group plc | – | $1.28M | 0.01% | – | – |
| Allianz Asset Management GmbH | 10,624 | $1.32M | 0.00% | +10,624 | New |
| Algert Global LLC | 10,669 | $1.33M | 0.10% | +10,669 | New |
| Blair William & Co | 10,780 | $1.34M | 0.01% | −353−3.2% | Reduced |
| Artemis Investment Management LLP | 10,759 | $1.34M | 0.01% | +347+3.3% | Added |
| Illinois Municipal Retirement Fund | 10,793 | $1.34M | 0.03% | +4,330+67.0% | Added |
| Ensign Peak Advisors, Inc | 11,200 | $1.40M | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 11,868 | $1.48M | 0.04% | +2,283+23.8% | Added |
| Graham Capital Management, L.P. | 12,071 | $1.50M | 0.07% | +9,399+351.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 13,000 | $1.62M | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 13,153 | $1.64M | 0.00% | −352−2.6% | Reduced |
| Ergoteles LLC | 13,174 | $1.64M | 0.05% | +13,174 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 14,021 | $1.75M | 0.02% | +1,151+8.9% | Added |
| UBS Group AG | 14,324 | $1.78M | 0.00% | +13,351+1,372.1% | Added |
| Voya Investment Management LLC | 15,072 | $1.88M | 0.00% | −3,981−20.9% | Reduced |
| Treasurer of the State of North Carolina | 15,089 | $1.88M | 0.01% | +2,347+18.4% | Added |
| US Bancorp | 15,220 | $1.89M | 0.00% | −2,978−16.4% | Reduced |
| Duality Advisers, LP | 15,714 | $1.96M | 0.19% | +12,172+343.6% | Added |
| Comerica Bank | 16,294 | $2.03M | 0.02% | +222+1.4% | Added |
| Polar Capital Holdings Plc | 16,801 | $2.09M | 0.02% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 18,669 | $2.36M | 0.22% | −1,911−9.3% | Reduced |
| Public Employees Retirement System of Ohio | 18,987 | $2.36M | 0.01% | +332+1.8% | Added |
| Yousif Capital Management, LLC | 19,883 | $2.48M | 0.03% | +1,420+7.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,078 | $2.50M | 0.01% | +3,620+22.0% | Added |
| State of New Jersey Common Pension Fund D | 21,393 | $2.66M | 0.01% | +1,068+5.3% | Added |
| Congress Wealth Management LLC | 21,709 | $2.70M | 0.07% | −7,087−24.6% | Reduced |
| Great West Life Assurance Co | 21,714 | $2.70M | 0.01% | +2,669+14.0% | Added |
| MetLife Investment Management | 24,496 | $3.05M | 0.02% | +248+1.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 24,985 | $3.11M | 0.10% | +15,985+177.6% | Added |
| Ieq Capital, LLC | 25,110 | $3.13M | 0.09% | +25,110 | New |
| Voloridge Investment Management, LLC | 25,137 | $3.13M | 0.02% | +22,261+774.0% | Added |
| Texas Permanent School Fund | 25,599 | $3.19M | 0.05% | +702+2.8% | Added |
| Amalgamated Bank | 26,415 | $3.29M | 0.03% | +303+1.2% | Added |
| Wetherby Asset Management Inc | 28,765 | $3.58M | 0.24% | −72,417−71.6% | Reduced |
| Credit Suisse AG | 30,929 | $3.85M | 0.00% | −352−1.1% | Reduced |
| Mutual of America Capital Management LLC | 30,979 | $3.86M | 0.05% | −2,416−7.2% | Reduced |
| Congress Asset Management Co | 33,585 | $4.18M | 0.04% | +627+1.9% | Added |
| New York State Teachers Retirement System | 34,883 | $4.34M | 0.01% | −200−0.6% | Reduced |
| Point72 Asset Management, L.P. | 36,131 | $4.50M | 0.02% | +36,131 | New |
| Oak Harbor Wealth Partners, LLC | 37,379 | $4.65M | 1.85% | −8,503−18.5% | Reduced |
| Motley Fool Wealth Management, LLC | 37,483 | $4.67M | 0.29% | −228−0.6% | Reduced |
| Victory Capital Management Inc | 39,650 | $4.94M | 0.01% | +1,075+2.8% | Added |
| Magnetar Financial LLC | 41,116 | $5.12M | 0.06% | +41,116 | New |
| Trillium Asset Management, LLC | 41,976 | $5.23M | 0.16% | −3,492−7.7% | Reduced |
| Engineers Gate Manager LP | 42,553 | $5.30M | 0.19% | +28,296+198.5% | Added |
| Azimuth Capital Investment Management LLC | 44,151 | $5.50M | 0.28% | +44,151 | New |
| Wells Fargo & Company | 44,341 | $5.52M | 0.00% | −5,675−11.3% | Reduced |
| California State Teachers Retirement System | 45,808 | $5.70M | 0.01% | +696+1.5% | Added |
| Retirement Systems of Alabama | 46,657 | $5.81M | 0.02% | +578+1.3% | Added |
| Primecap Management Co | 46,690 | $5.81M | 0.01% | −630−1.3% | Reduced |
| New York State Common Retirement Fund | 46,739 | $5.82M | 0.01% | −9,157−16.4% | Reduced |
| Invesco Ltd. | 47,716 | $5.94M | 0.00% | −315,360−86.9% | Reduced |
| State of Wisconsin Investment Board | 47,862 | $5.96M | 0.02% | +6,435+15.5% | Added |
| State Board of Administration of Florida Retirement System | 48,778 | $6.07M | 0.01% | +8,493+21.1% | Added |
| Ameriprise Financial Inc | 50,733 | $6.32M | 0.00% | −563−1.1% | Reduced |
| Amundi | 52,951 | $6.37M | 0.01% | −22,695−30.0% | Reduced |
| Qube Research & Technologies Ltd | 51,268 | $6.38M | 0.05% | +37,749+279.2% | Added |
| Kames Capital plc | 53,934 | $6.72M | 0.13% | −4,284−7.4% | Reduced |
| Squarepoint Ops LLC | 54,523 | $6.79M | 0.06% | +52,466+2,550.6% | Added |
| Artisan Partners Limited Partnership | 56,365 | $7.02M | 0.01% | +56,365 | New |
| UBS Asset Management Americas Inc | 58,519 | $7.29M | 0.00% | +2,653+4.7% | Added |