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, Q4 2022
Institutional positions in Penumbra Inc as of Dec 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
- 290
- +33 vs. Q3 2022
- Shares held
- 34.5M
- +2.65M (+8.3%) vs. Q3 2022
- Total value
- $7.67B
- +$1.63B (+27.1%) vs. Q3 2022
- New holders
- 56
- 107 more added
- Sold out
- 23
- 84 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,547,339 | $1.23B | 0.12% | −135,922−2.4% | Reduced |
| BlackRock Inc. | 4,422,853 | $983.9M | 0.03% | +518,196+13.3% | Added |
| Vanguard Group Inc | 3,467,792 | $771.4M | 0.02% | +60,358+1.8% | Added |
| Capital Research Global Investors | 2,321,719 | $516.5M | 0.16% | +1,533,899+194.7% | Added |
| Baillie Gifford & Co | 1,261,808 | $280.7M | 0.29% | +1700.0% | Added |
| William Blair Investment Management, LLC | 1,188,970 | $264.5M | 1.01% | +140,457+13.4% | Added |
| Price T Rowe Associates Inc | 1,069,886 | $238.0M | 0.04% | +40,791+4.0% | Added |
| Clearbridge Investments, LLC | 1,029,181 | $229.0M | 0.23% | +5,400+0.5% | Added |
| State Street Corp | 1,024,368 | $227.9M | 0.01% | +7,852+0.8% | Added |
| Champlain Investment Partners, LLC | 780,665 | $173.7M | 1.11% | −23,410−2.9% | Reduced |
| RTW Investments, LP | 698,371 | $155.4M | 3.17% | 00.0% | Unchanged |
| Capital World Investors | 561,144 | $124.8M | 0.03% | 00.0% | Unchanged |
| Rock Springs Capital Management LP | 508,250 | $113.1M | 2.72% | +32,250+6.8% | Added |
| Geode Capital Management, LLC | 499,337 | $111.1M | 0.02% | +27,645+5.9% | Added |
| Norges Bank | 446,221 | $99.3M | 0.02% | −135,348−23.3% | Reduced |
| Janus Henderson Group PLC | 422,688 | $94.0M | 0.07% | −40,971−8.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 407,472 | $90.6M | 0.07% | +44,393+12.2% | Added |
| PFM Health Sciences, LP | 360,030 | $80.1M | 3.38% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 356,913 | $79.4M | 0.63% | −1,234−0.3% | Reduced |
| Bank of New York Mellon Corp | 355,143 | $79.0M | 0.02% | −1,169−0.3% | Reduced |
| Morgan Stanley | 320,876 | $71.4M | 0.01% | +246,451+331.1% | Added |
| Northern Trust Corp | 272,642 | $60.7M | 0.01% | +903+0.3% | Added |
| American Century Companies Inc | 234,536 | $52.2M | 0.04% | −3,761−1.6% | Reduced |
| Bellevue Group AG | 225,817 | $50.2M | 0.67% | +36,043+19.0% | Added |
| Charles Schwab Investment Management Inc | 223,157 | $49.6M | 0.02% | +9,294+4.3% | Added |
| Redmile Group, LLC | 221,809 | $49.3M | 2.02% | +43,017+24.1% | Added |
| Neuberger Berman Group LLC | 205,909 | $45.8M | 0.04% | +4,931+2.5% | Added |
| Citadel Advisors LLC | 205,650 | $45.7M | 0.05% | −226,919−52.5% | Reduced |
| Millennium Management LLC | 198,356 | $44.1M | 0.05% | −20,940−9.5% | Reduced |
| Polar Asset Management Partners Inc. | 186,739 | $41.5M | 0.59% | +97,400+109.0% | Added |
| Macquarie Group Ltd | 181,381 | $40.4M | 0.05% | +37,571+26.1% | Added |
| Allspring Global Investments Holdings, LLC | 167,248 | $37.2M | 0.06% | +167,248 | New |
| Braidwell LP | 162,828 | $36.2M | 1.21% | +162,828 | New |
| Amundi | 158,394 | $36.1M | 0.02% | +60,029+61.0% | Added |
| Adage Capital Partners GP, L.L.C. | 150,000 | $33.4M | 0.08% | −50,000−25.0% | Reduced |
| Principal Financial Group Inc | 149,879 | $33.3M | 0.03% | −2,199−1.4% | Reduced |
| Goldman Sachs Group Inc | 146,977 | $32.7M | 0.01% | +6,599+4.7% | Added |
| Voya Investment Management LLC | 135,685 | $30.2M | 0.03% | +21,753+19.1% | Added |
| Alliancebernstein L.P. | 132,451 | $29.5M | 0.01% | +979+0.7% | Added |
| Artisan Partners Limited Partnership | 126,344 | $28.1M | 0.05% | +19,293+18.0% | Added |
| Nuveen Asset Management, LLC | 121,763 | $27.1M | 0.01% | −2,431−2.0% | Reduced |
| Rhumbline Advisers | 110,287 | $24.5M | 0.03% | +4,284+4.0% | Added |
| Dimensional Fund Advisors LP | 110,149 | $24.5M | 0.01% | +2,613+2.4% | Added |
| Federated Hermes, Inc. | 104,916 | $23.3M | 0.06% | −1,367−1.3% | Reduced |
| First Trust Advisors LP | 104,069 | $23.2M | 0.03% | +104,069 | New |
| JPMorgan Chase & Co | 102,844 | $22.9M | 0.00% | −1,015−1.0% | Reduced |
| Woodline Partners LP | 95,829 | $21.3M | 0.29% | +36,321+61.0% | Added |
| Balyasny Asset Management LLC | 94,541 | $21.0M | 0.07% | +55,594+142.7% | Added |
| Carret Asset Management, LLC | 88,500 | $19.7M | 2.72% | 00.0% | Unchanged |
| Swiss National Bank | 86,900 | $19.3M | 0.01% | +2,000+2.4% | Added |
| Manufacturers Life Insurance Company, The | 80,492 | $17.9M | 0.01% | +3,384+4.4% | Added |
| New York State Common Retirement Fund | 76,331 | $17.0M | 0.02% | +15,074+24.6% | Added |
| Driehaus Capital Management LLC | 72,628 | $16.2M | 0.24% | +29,073+66.8% | Added |
| TD Asset Management Inc | 70,483 | $15.7M | 0.02% | +5,180+7.9% | Added |
| Kames Capital plc | 68,665 | $15.3M | 0.28% | +19,189+38.8% | Added |
| AXA S.A. | 68,610 | $15.3M | 0.06% | −6,683−8.9% | Reduced |
| California Public Employees Retirement System | 66,268 | $14.7M | 0.01% | −12,893−16.3% | Reduced |
| WCM Investment Management, LLC | 65,788 | $14.6M | 0.05% | −1,039−1.6% | Reduced |
| Legal & General Group Plc | 63,614 | $14.2M | 0.01% | −3,466−5.2% | Reduced |
| Bank of America Corp | 59,498 | $13.2M | 0.00% | −5,906−9.0% | Reduced |
| Lisanti Capital Growth, LLC | 59,335 | $13.2M | 1.80% | +32,575+121.7% | Added |
| American International Group, Inc. | 59,305 | $13.2M | 0.09% | −647−1.1% | Reduced |
| UBS Asset Management Americas Inc | 55,094 | $12.3M | 0.01% | +2,434+4.6% | Added |
| Ameriprise Financial Inc | 50,297 | $11.2M | 0.00% | −2,430−4.6% | Reduced |
| Retirement Systems of Alabama | 50,058 | $11.1M | 0.05% | +457+0.9% | Added |
| Invesco Ltd. | 49,290 | $11.0M | 0.00% | +2,644+5.7% | Added |
| California State Teachers Retirement System | 45,645 | $10.2M | 0.02% | +647+1.4% | Added |
| Bridgewater Associates, LP | 44,602 | $9.92M | 0.05% | −13,909−23.8% | Reduced |
| Primecap Management Co | 43,450 | $9.67M | 0.01% | −2,370−5.2% | Reduced |
| State Board of Administration of Florida Retirement System | 43,438 | $9.66M | 0.02% | −4,280−9.0% | Reduced |
| State of Wisconsin Investment Board | 43,386 | $9.65M | 0.03% | −2,148−4.7% | Reduced |
| Franklin Resources Inc | 42,581 | $9.47M | 0.00% | +41,406+3,523.9% | Added |
| Moore Capital Management, LP | 41,972 | $9.34M | 0.26% | −95,996−69.6% | Reduced |
| Credit Suisse AG | 41,503 | $9.23M | 0.01% | +10,231+32.7% | Added |
| Trillium Asset Management, LLC | 41,226 | $9.17M | 0.28% | +34+0.1% | Added |
| Next Century Growth Investors LLC | 37,650 | $8.38M | 1.01% | +37,650 | New |
| Motley Fool Wealth Management, LLC | 37,170 | $8.26M | 0.57% | −358−1.0% | Reduced |
| Azimuth Capital Investment Management LLC | 35,558 | $7.91M | 0.40% | +1,790+5.3% | Added |
| Wells Fargo & Company | 35,349 | $7.86M | 0.00% | −7,860−18.2% | Reduced |
| New York State Teachers Retirement System | 35,309 | $7.86M | 0.02% | +400+1.1% | Added |
| Teachers Retirement System of the State of Kentucky | 35,098 | $7.81M | 0.08% | +1,200+3.5% | Added |
| Oak Harbor Wealth Partners, LLC | 34,753 | $7.73M | 2.95% | −2,626−7.0% | Reduced |
| Victory Capital Management Inc | 32,901 | $7.32M | 0.01% | −4,443−11.9% | Reduced |
| Mutual of America Capital Management LLC | 32,474 | $7.22M | 0.09% | +696+2.2% | Added |
| Great West Life Assurance Co | 31,465 | $7.01M | 0.02% | +5,934+23.2% | Added |
| Integral Health Asset Management, LLC | 30,000 | $6.67M | 1.50% | +30,000 | New |
| Amalgamated Bank | 28,795 | $6.41M | 0.06% | +402+1.4% | Added |
| Wetherby Asset Management Inc | 28,189 | $6.27M | 0.40% | +10.0% | Added |
| HRT Financial LP | 27,043 | $6.01M | 0.09% | +11,316+72.0% | Added |
| Texas Permanent School Fund | 25,533 | $5.68M | 0.09% | −1,719−6.3% | Reduced |
| Perceptive Advisors LLC | 25,400 | $5.65M | 0.16% | +25,400 | New |
| MetLife Investment Management | 25,283 | $5.62M | 0.04% | −483−1.9% | Reduced |
| Castleark Management LLC | 25,230 | $5.61M | 0.29% | +25,230 | New |
| Ieq Capital, LLC | 24,981 | $5.56M | 0.16% | +20.0% | Added |
| Lord, Abbett & Co. LLC | 23,500 | $5.23M | 0.02% | −161,500−87.3% | Reduced |
| Fred Alger Management, LLC | 22,689 | $5.05M | 0.03% | +22,689 | New |
| Russell Investments Group, Ltd. | 21,567 | $4.80M | 0.01% | +21,389+12,016.3% | Added |
| State of New Jersey Common Pension Fund D | 21,393 | $4.76M | 0.02% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 19,651 | $4.37M | 0.06% | +280+1.4% | Added |
| Public Employees Retirement System of Ohio | 19,179 | $4.27M | 0.02% | +51+0.3% | Added |