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 |
|---|---|---|---|---|---|
| Rathbone Brothers plc | 3,000 | $667.4K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,068 | $682.0K | 0.00% | +3,068 | New |
| Crossmark Global Holdings, Inc. | 3,125 | $695.0K | 0.02% | −207−6.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,125 | $720.2K | 0.29% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 3,348 | $744.8K | 0.00% | −194−5.5% | Reduced |
| Polaris Wealth Advisory Group, LLC | 3,412 | $777.5K | 0.06% | −20−0.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,515 | $781.9K | 0.02% | −1,956−35.8% | Reduced |
| Bayesian Capital Management, LP | 3,542 | $788.0K | 0.12% | +3,542 | New |
| Securian Asset Management, Inc | 3,560 | $792.0K | 0.02% | +100+2.9% | Added |
| Wolverine Trading, LLC | 3,593 | $799.0K | 0.01% | +565+18.7% | Added |
| Winton Group Ltd | 3,613 | $803.7K | 0.05% | +3,613 | New |
| Perpetual Investment Management Ltd | 3,680 | $818.7K | 0.10% | +500+15.7% | Added |
| Quantamental Technologies LLC | 3,720 | $827.6K | 0.38% | +1,856+99.6% | Added |
| Diametric Capital, LP | 4,076 | $906.7K | 0.44% | −6,210−60.4% | Reduced |
| Pictet Asset Management SA | 4,188 | $932.0K | 0.00% | +1,835+78.0% | Added |
| Group One Trading, L.P. | 4,205 | $935.4K | 0.03% | +4,205 | New |
| Shell Asset Management Co | 4,306 | $958.0K | 0.04% | −913−17.5% | Reduced |
| JustInvest LLC | 4,317 | $960.4K | 0.04% | +538+14.2% | Added |
| Leavell Investment Management, Inc. | 4,350 | $968.0K | 0.07% | −700−13.9% | Reduced |
| Simplex Trading, LLC | 4,359 | $969.0K | 0.05% | +1,708+64.4% | Added |
| Gilder Gagnon Howe & Co LLC | 4,387 | $975.9K | 0.02% | +4,387 | New |
| Advisor Group Holdings, Inc. | 4,425 | $984.3K | 0.00% | +384+9.5% | Added |
| Washington Trust Advisors, Inc. | 4,460 | $992.2K | 0.11% | −1,150−20.5% | Reduced |
| Barclays PLC | 4,553 | $1.01M | 0.00% | −4,776−51.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,613 | $1.03M | 0.29% | +4,613 | New |
| Diversified Trust Co | 4,626 | $1.03M | 0.04% | −288−5.9% | Reduced |
| Public Employees Retirement Association of Colorado | 4,673 | $1.04M | 0.01% | 00.0% | Unchanged |
| FORA Capital, LLC | 4,736 | $1.05M | 0.17% | +4,736 | New |
| Citigroup Inc | 4,978 | $1.11M | 0.00% | −3,932−44.1% | Reduced |
| HealthCor Management, L.P. | 5,000 | $1.11M | 1.02% | +5,000 | New |
| Kent Lake Capital LLC | 5,000 | $1.11M | 0.66% | +5,000 | New |
| Windsor Group LTD | 4,850 | $1.12M | 0.23% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,178 | $1.15M | 0.01% | +534+11.5% | Added |
| State of Alaska, Department of Revenue | 5,313 | $1.18M | 0.01% | +55+1.0% | Added |
| Virginia Retirement Systems Et Al | 5,400 | $1.20M | 0.01% | −100−1.8% | Reduced |
| Artemis Investment Management LLP | 5,514 | $1.23M | 0.01% | −794−12.6% | Reduced |
| Handelsbanken Fonder AB | 5,558 | $1.24M | 0.01% | 00.0% | Unchanged |
| EAM Investors, LLC | 5,589 | $1.24M | 0.26% | +5,589 | New |
| New Mexico Educational Retirement Board | 5,600 | $1.25M | 0.07% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 5,904 | $1.31M | 1.93% | +5,904 | New |
| Walleye Trading LLC | 6,223 | $1.38M | 0.03% | +4,453+251.6% | Added |
| Utah Retirement Systems | 6,364 | $1.42M | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 7,258 | $1.61M | 0.01% | +5,535+321.2% | Added |
| Exchange Traded Concepts, LLC | 7,863 | $1.75M | 0.05% | −1,808−18.7% | Reduced |
| Bank of Montreal | 7,976 | $1.78M | 0.00% | −3,620−31.2% | Reduced |
| SEI Investments Co | 8,023 | $1.78M | 0.00% | +5,030+168.1% | Added |
| Schonfeld Strategic Advisors LLC | 8,036 | $1.79M | 0.01% | +4,925+158.3% | Added |
| Oak Ridge Investments LLC | 8,075 | $1.80M | 0.27% | −171−2.1% | Reduced |
| Mariner, LLC | 8,117 | $1.81M | 0.01% | +358+4.6% | Added |
| Congress Wealth Management LLC | 8,136 | $1.81M | 0.05% | −1,955−19.4% | Reduced |
| Teacher Retirement System of Texas | 8,381 | $1.86M | 0.01% | +1,925+29.8% | Added |
| First Republic Investment Management, Inc. | 8,524 | $1.90M | 0.00% | −756−8.1% | Reduced |
| Xponance, Inc. | 8,559 | $1.90M | 0.03% | +586+7.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,023 | $2.01M | 0.03% | 00.0% | Unchanged |
| Soleus Capital Management, L.P. | 9,300 | $2.07M | 0.30% | +9,300 | New |
| CI Private Wealth, LLC | 9,392 | $2.09M | 0.01% | +9,392 | New |
| Congress Asset Management Co | 9,425 | $2.10M | 0.02% | −2,037−17.8% | Reduced |
| Tiedemann Advisors, LLC | 9,462 | $2.10M | 0.10% | 00.0% | Unchanged |
| State of Michigan Retirement System | 9,714 | $2.16M | 0.02% | +200+2.1% | Added |
| Ensign Peak Advisors, Inc | 9,910 | $2.20M | 0.00% | −250−2.5% | Reduced |
| State of Tennessee, Treasury Department | 10,000 | $2.23M | 0.01% | +10,000 | New |
| Deutsche Bank AG | 10,036 | $2.23M | 0.00% | +1,761+21.3% | Added |
| Thoroughbred Financial Services, LLC | 10,071 | $2.24M | 0.37% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 10,116 | $2.25M | 0.01% | +88+0.9% | Added |
| Arizona State Retirement System | 10,156 | $2.26M | 0.02% | +429+4.4% | Added |
| Louisiana State Employees Retirement System | 10,200 | $2.27M | 0.06% | +100+1.0% | Added |
| Illinois Municipal Retirement Fund | 10,793 | $2.40M | 0.05% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 10,846 | $2.41M | 0.07% | −17,154−61.3% | Reduced |
| Ameritas Investment Partners, Inc. | 9,829 | $2.46M | 0.10% | +85+0.9% | Added |
| Oregon Public Employees Retirement Fund | 11,191 | $2.49M | 0.03% | +143+1.3% | Added |
| Susquehanna International Group, LLP | 11,374 | $2.53M | 0.00% | +11,374 | New |
| Raymond James & Associates | 11,994 | $2.67M | 0.00% | +3,888+48.0% | Added |
| Ergoteles LLC | 12,491 | $2.78M | 0.10% | +12,491 | New |
| Blair William & Co | 12,743 | $2.83M | 0.01% | +512+4.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 13,000 | $2.89M | 0.01% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 13,490 | $3.00M | 0.03% | +13,490 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 13,719 | $3.03M | 0.01% | −6,930−33.6% | Reduced |
| US Bancorp | 13,704 | $3.05M | 0.01% | −1,404−9.3% | Reduced |
| UBS Group AG | 13,728 | $3.05M | 0.00% | −3,710−21.3% | Reduced |
| Algert Global LLC | 14,152 | $3.15M | 0.17% | +290+2.1% | Added |
| SG Americas Securities, LLC | 14,420 | $3.21M | 0.05% | +10,129+236.1% | Added |
| Calamos Advisors LLC | 14,748 | $3.28M | 0.02% | +14,748 | New |
| Jane Street Group, LLC | 15,173 | $3.38M | 0.01% | −9,577−38.7% | Reduced |
| Treasurer of the State of North Carolina | 15,479 | $3.44M | 0.02% | +200+1.3% | Added |
| Brookfield Asset Management Inc. | 16,058 | $3.57M | 0.01% | +3,258+25.5% | Added |
| Motley Fool Asset Management LLC | 16,170 | $3.60M | 0.41% | −1,617−9.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,085 | $3.80M | 0.03% | +2,063+13.7% | Added |
| Comerica Bank | 16,868 | $3.93M | 0.03% | −240−1.4% | Reduced |
| EULAV Asset Management | 18,100 | $4.03M | 0.17% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 19,047 | $4.24M | 0.03% | +13,209+226.3% | Added |
| Public Employees Retirement System of Ohio | 19,179 | $4.27M | 0.02% | +51+0.3% | Added |
| Yousif Capital Management, LLC | 19,651 | $4.37M | 0.06% | +280+1.4% | Added |
| State of New Jersey Common Pension Fund D | 21,393 | $4.76M | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 21,567 | $4.80M | 0.01% | +21,389+12,016.3% | Added |
| Fred Alger Management, LLC | 22,689 | $5.05M | 0.03% | +22,689 | New |
| Lord, Abbett & Co. LLC | 23,500 | $5.23M | 0.02% | −161,500−87.3% | Reduced |
| Ieq Capital, LLC | 24,981 | $5.56M | 0.16% | +20.0% | Added |
| Castleark Management LLC | 25,230 | $5.61M | 0.29% | +25,230 | New |
| MetLife Investment Management | 25,283 | $5.62M | 0.04% | −483−1.9% | Reduced |
| Perceptive Advisors LLC | 25,400 | $5.65M | 0.16% | +25,400 | New |