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, Q3 2022
Institutional positions in Penumbra Inc as of Sep 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
- 261
- +8 vs. Q2 2022
- Shares held
- 32.0M
- +537.6K (+1.7%) vs. Q2 2022
- Total value
- $6.06B
- +$2.15B (+54.8%) vs. Q2 2022
- New holders
- 49
- 98 more added
- Sold out
- 41
- 75 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,683,261 | $1.08B | 0.11% | +31,642+0.6% | Added |
| BlackRock Inc. | 3,904,657 | $740.3M | 0.03% | +453,057+13.1% | Added |
| Vanguard Group Inc | 3,407,434 | $646.0M | 0.02% | +68,266+2.0% | Added |
| Baillie Gifford & Co | 1,261,638 | $239.2M | 0.25% | −11,636−0.9% | Reduced |
| William Blair Investment Management, LLC | 1,048,513 | $198.8M | 0.79% | +75,838+7.8% | Added |
| Price T Rowe Associates Inc | 1,029,095 | $195.1M | 0.03% | −202,034−16.4% | Reduced |
| Clearbridge Investments, LLC | 1,023,781 | $194.1M | 0.20% | +3,720+0.4% | Added |
| State Street Corp | 1,016,516 | $192.7M | 0.01% | +46,875+4.8% | Added |
| Champlain Investment Partners, LLC | 804,075 | $152.5M | 1.04% | +195,635+32.2% | Added |
| Capital Research Global Investors | 787,820 | $149.4M | 0.05% | −1,424,541−64.4% | Reduced |
| RTW Investments, LP | 698,371 | $132.4M | 3.05% | 00.0% | Unchanged |
| Norges Bank | 581,569 | $110.3M | 0.03% | +6,771+1.2% | Added |
| Capital World Investors | 561,144 | $106.4M | 0.02% | 00.0% | Unchanged |
| Rock Springs Capital Management LP | 476,000 | $90.3M | 2.33% | +74,500+18.6% | Added |
| Geode Capital Management, LLC | 471,692 | $89.4M | 0.01% | +26,491+6.0% | Added |
| Janus Henderson Group PLC | 463,659 | $87.9M | 0.07% | +48,727+11.7% | Added |
| Citadel Advisors LLC | 432,569 | $82.0M | 0.10% | +105,936+32.4% | Added |
| T. Rowe Price Investment Management, Inc. | 363,079 | $68.8M | 0.05% | +363,079 | New |
| PFM Health Sciences, LP | 360,030 | $68.3M | 2.61% | +177,244+97.0% | Added |
| Polar Capital Holdings Plc | 358,147 | $67.9M | 0.55% | +341,346+2,031.7% | Added |
| Bank of New York Mellon Corp | 356,312 | $67.6M | 0.02% | +5,851+1.7% | Added |
| Northern Trust Corp | 271,739 | $51.5M | 0.01% | +10,281+3.9% | Added |
| American Century Companies Inc | 238,297 | $45.2M | 0.04% | −18,626−7.2% | Reduced |
| Millennium Management LLC | 219,296 | $41.6M | 0.05% | +219,296 | New |
| Charles Schwab Investment Management Inc | 213,863 | $40.5M | 0.01% | +15,401+7.8% | Added |
| Neuberger Berman Group LLC | 200,978 | $38.1M | 0.04% | +17,124+9.3% | Added |
| Adage Capital Partners GP, L.L.C. | 200,000 | $37.9M | 0.09% | −50,000−20.0% | Reduced |
| Bellevue Group AG | 189,774 | $36.0M | 0.52% | −2,814−1.5% | Reduced |
| Lord, Abbett & Co. LLC | 185,000 | $35.1M | 0.13% | +185,000 | New |
| Redmile Group, LLC | 178,792 | $33.9M | 1.31% | +178,792 | New |
| Principal Financial Group Inc | 152,078 | $28.8M | 0.02% | +7,111+4.9% | Added |
| Macquarie Group Ltd | 143,810 | $27.4M | 0.03% | +142,827+14,529.7% | Added |
| Goldman Sachs Group Inc | 140,378 | $26.6M | 0.01% | −98,923−41.3% | Reduced |
| Moore Capital Management, LP | 137,968 | $26.2M | 0.72% | +137,968 | New |
| Renaissance Technologies LLC | 136,400 | $25.9M | 0.04% | −21,500−13.6% | Reduced |
| Alliancebernstein L.P. | 131,472 | $24.9M | 0.01% | +33,033+33.6% | Added |
| Eaton Vance Management | 126,475 | $24.0M | 0.04% | −59,862−32.1% | Reduced |
| Nuveen Asset Management, LLC | 124,194 | $23.5M | 0.01% | −863−0.7% | Reduced |
| Voya Investment Management LLC | 113,932 | $21.6M | 0.03% | +98,860+655.9% | Added |
| Dimensional Fund Advisors LP | 107,536 | $20.4M | 0.01% | −28,225−20.8% | Reduced |
| Artisan Partners Limited Partnership | 107,051 | $20.3M | 0.04% | +50,686+89.9% | Added |
| Federated Hermes, Inc. | 106,283 | $20.2M | 0.06% | −101−0.1% | Reduced |
| Rhumbline Advisers | 106,003 | $20.1M | 0.03% | +7,499+7.6% | Added |
| JPMorgan Chase & Co | 103,859 | $19.7M | 0.00% | +4,777+4.8% | Added |
| Amundi | 98,365 | $19.3M | 0.01% | +45,414+85.8% | Added |
| Polar Asset Management Partners Inc. | 89,339 | $16.9M | 0.22% | −98,700−52.5% | Reduced |
| Carret Asset Management, LLC | 88,500 | $16.8M | 2.50% | 00.0% | Unchanged |
| Swiss National Bank | 84,900 | $16.1M | 0.01% | +600+0.7% | Added |
| California Public Employees Retirement System | 79,161 | $15.0M | 0.01% | +7,588+10.6% | Added |
| Manufacturers Life Insurance Company, The | 77,108 | $14.7M | 0.01% | +9,114+13.4% | Added |
| Atika Capital Management LLC | 76,000 | $14.4M | 1.63% | +76,000 | New |
| AXA S.A. | 75,293 | $14.3M | 0.06% | −26,273−25.9% | Reduced |
| Morgan Stanley | 74,425 | $14.1M | 0.00% | +2,231+3.1% | Added |
| E. Ohman J:or Asset Management AB | 73,780 | $14.0M | 0.64% | −57,920−44.0% | Reduced |
| WCM Investment Management, LLC | 66,827 | $12.8M | 0.05% | +1,849+2.8% | Added |
| Legal & General Group Plc | 67,080 | $12.7M | 0.00% | −2,588−3.7% | Reduced |
| TD Asset Management Inc | 65,303 | $12.5M | 0.02% | +6,780+11.6% | Added |
| Bank of America Corp | 65,404 | $12.4M | 0.00% | −30,096−31.5% | Reduced |
| New York State Common Retirement Fund | 61,257 | $11.6M | 0.02% | +14,518+31.1% | Added |
| American International Group, Inc. | 59,952 | $11.4M | 0.08% | +1,249+2.1% | Added |
| Woodline Partners LP | 59,508 | $11.3M | 0.17% | +59,508 | New |
| Bridgewater Associates, LP | 58,511 | $11.1M | 0.06% | −576−1.0% | Reduced |
| Ameriprise Financial Inc | 52,727 | $10.0M | 0.00% | +1,994+3.9% | Added |
| UBS Asset Management Americas Inc | 52,660 | $9.98M | 0.01% | −5,859−10.0% | Reduced |
| Retirement Systems of Alabama | 49,601 | $9.40M | 0.04% | +2,944+6.3% | Added |
| Kames Capital plc | 49,476 | $9.38M | 0.19% | −4,458−8.3% | Reduced |
| State Board of Administration of Florida Retirement System | 47,718 | $9.05M | 0.02% | −1,060−2.2% | Reduced |
| Invesco Ltd. | 46,646 | $8.85M | 0.00% | −1,070−2.2% | Reduced |
| Primecap Management Co | 45,820 | $8.69M | 0.01% | −870−1.9% | Reduced |
| State of Wisconsin Investment Board | 45,534 | $8.63M | 0.03% | −2,328−4.9% | Reduced |
| California State Teachers Retirement System | 44,998 | $8.53M | 0.01% | −810−1.8% | Reduced |
| Driehaus Capital Management LLC | 43,555 | $8.26M | 0.13% | +43,555 | New |
| Wells Fargo & Company | 43,209 | $8.19M | 0.00% | −1,132−2.6% | Reduced |
| Trillium Asset Management, LLC | 41,192 | $7.81M | 0.26% | −784−1.9% | Reduced |
| Balyasny Asset Management LLC | 38,947 | $7.38M | 0.03% | −113,398−74.4% | Reduced |
| Motley Fool Wealth Management, LLC | 37,528 | $7.12M | 0.47% | +45+0.1% | Added |
| Oak Harbor Wealth Partners, LLC | 37,379 | $7.09M | 2.78% | 00.0% | Unchanged |
| Victory Capital Management Inc | 37,344 | $7.08M | 0.01% | −2,306−5.8% | Reduced |
| New York State Teachers Retirement System | 34,909 | $6.62M | 0.02% | +26+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 33,898 | $6.43M | 0.08% | +33,898 | New |
| Azimuth Capital Investment Management LLC | 33,768 | $6.40M | 0.35% | −10,383−23.5% | Reduced |
| Mutual of America Capital Management LLC | 31,778 | $6.03M | 0.08% | +799+2.6% | Added |
| Credit Suisse AG | 31,272 | $5.93M | 0.01% | +343+1.1% | Added |
| Amalgamated Bank | 28,393 | $5.38M | 0.05% | +1,978+7.5% | Added |
| Wetherby Asset Management Inc | 28,188 | $5.34M | 0.38% | −577−2.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 28,000 | $5.31M | 0.15% | +3,015+12.1% | Added |
| Texas Permanent School Fund | 27,252 | $5.17M | 0.08% | +1,653+6.5% | Added |
| Lisanti Capital Growth, LLC | 26,760 | $5.07M | 0.68% | +26,760 | New |
| MetLife Investment Management | 25,766 | $4.89M | 0.04% | +1,270+5.2% | Added |
| Great West Life Assurance Co | 25,531 | $4.84M | 0.01% | +3,817+17.6% | Added |
| Point72 Asset Management, L.P. | 25,400 | $4.82M | 0.02% | −10,731−29.7% | Reduced |
| Ieq Capital, LLC | 24,979 | $4.74M | 0.13% | −131−0.5% | Reduced |
| Jane Street Group, LLC | 24,750 | $4.69M | 0.01% | +17,229+229.1% | Added |
| State of New Jersey Common Pension Fund D | 21,393 | $4.06M | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,649 | $3.92M | 0.01% | +571+2.8% | Added |
| Yousif Capital Management, LLC | 19,371 | $3.67M | 0.05% | −512−2.6% | Reduced |
| Public Employees Retirement System of Ohio | 19,128 | $3.63M | 0.02% | +141+0.7% | Added |
| EULAV Asset Management | 18,100 | $3.43M | 0.15% | +18,100 | New |
| Motley Fool Asset Management LLC | 17,787 | $3.37M | 0.33% | −882−4.7% | Reduced |
| UBS Group AG | 17,438 | $3.31M | 0.00% | +3,114+21.7% | Added |