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 |
|---|---|---|---|---|---|
| Texas Permanent School Fund | 25,533 | $5.68M | 0.09% | −1,719−6.3% | Reduced |
| HRT Financial LP | 27,043 | $6.01M | 0.09% | +11,316+72.0% | Added |
| Wetherby Asset Management Inc | 28,189 | $6.27M | 0.40% | +10.0% | Added |
| Amalgamated Bank | 28,795 | $6.41M | 0.06% | +402+1.4% | Added |
| Integral Health Asset Management, LLC | 30,000 | $6.67M | 1.50% | +30,000 | New |
| Great West Life Assurance Co | 31,465 | $7.01M | 0.02% | +5,934+23.2% | Added |
| Mutual of America Capital Management LLC | 32,474 | $7.22M | 0.09% | +696+2.2% | Added |
| Victory Capital Management Inc | 32,901 | $7.32M | 0.01% | −4,443−11.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 34,753 | $7.73M | 2.95% | −2,626−7.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 35,098 | $7.81M | 0.08% | +1,200+3.5% | Added |
| New York State Teachers Retirement System | 35,309 | $7.86M | 0.02% | +400+1.1% | Added |
| Wells Fargo & Company | 35,349 | $7.86M | 0.00% | −7,860−18.2% | Reduced |
| Azimuth Capital Investment Management LLC | 35,558 | $7.91M | 0.40% | +1,790+5.3% | Added |
| Motley Fool Wealth Management, LLC | 37,170 | $8.26M | 0.57% | −358−1.0% | Reduced |
| Next Century Growth Investors LLC | 37,650 | $8.38M | 1.01% | +37,650 | New |
| Trillium Asset Management, LLC | 41,226 | $9.17M | 0.28% | +34+0.1% | Added |
| Credit Suisse AG | 41,503 | $9.23M | 0.01% | +10,231+32.7% | Added |
| Moore Capital Management, LP | 41,972 | $9.34M | 0.26% | −95,996−69.6% | Reduced |
| Franklin Resources Inc | 42,581 | $9.47M | 0.00% | +41,406+3,523.9% | Added |
| State of Wisconsin Investment Board | 43,386 | $9.65M | 0.03% | −2,148−4.7% | Reduced |
| State Board of Administration of Florida Retirement System | 43,438 | $9.66M | 0.02% | −4,280−9.0% | Reduced |
| Primecap Management Co | 43,450 | $9.67M | 0.01% | −2,370−5.2% | Reduced |
| Bridgewater Associates, LP | 44,602 | $9.92M | 0.05% | −13,909−23.8% | Reduced |
| California State Teachers Retirement System | 45,645 | $10.2M | 0.02% | +647+1.4% | Added |
| Invesco Ltd. | 49,290 | $11.0M | 0.00% | +2,644+5.7% | Added |
| Retirement Systems of Alabama | 50,058 | $11.1M | 0.05% | +457+0.9% | Added |
| Ameriprise Financial Inc | 50,297 | $11.2M | 0.00% | −2,430−4.6% | Reduced |
| UBS Asset Management Americas Inc | 55,094 | $12.3M | 0.01% | +2,434+4.6% | Added |
| American International Group, Inc. | 59,305 | $13.2M | 0.09% | −647−1.1% | Reduced |
| Lisanti Capital Growth, LLC | 59,335 | $13.2M | 1.80% | +32,575+121.7% | Added |
| Bank of America Corp | 59,498 | $13.2M | 0.00% | −5,906−9.0% | Reduced |
| Legal & General Group Plc | 63,614 | $14.2M | 0.01% | −3,466−5.2% | Reduced |
| WCM Investment Management, LLC | 65,788 | $14.6M | 0.05% | −1,039−1.6% | Reduced |
| California Public Employees Retirement System | 66,268 | $14.7M | 0.01% | −12,893−16.3% | Reduced |
| AXA S.A. | 68,610 | $15.3M | 0.06% | −6,683−8.9% | Reduced |
| Kames Capital plc | 68,665 | $15.3M | 0.28% | +19,189+38.8% | Added |
| TD Asset Management Inc | 70,483 | $15.7M | 0.02% | +5,180+7.9% | Added |
| Driehaus Capital Management LLC | 72,628 | $16.2M | 0.24% | +29,073+66.8% | Added |
| New York State Common Retirement Fund | 76,331 | $17.0M | 0.02% | +15,074+24.6% | Added |
| Manufacturers Life Insurance Company, The | 80,492 | $17.9M | 0.01% | +3,384+4.4% | Added |
| Swiss National Bank | 86,900 | $19.3M | 0.01% | +2,000+2.4% | Added |
| Carret Asset Management, LLC | 88,500 | $19.7M | 2.72% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 94,541 | $21.0M | 0.07% | +55,594+142.7% | Added |
| Woodline Partners LP | 95,829 | $21.3M | 0.29% | +36,321+61.0% | Added |
| JPMorgan Chase & Co | 102,844 | $22.9M | 0.00% | −1,015−1.0% | Reduced |
| First Trust Advisors LP | 104,069 | $23.2M | 0.03% | +104,069 | New |
| Federated Hermes, Inc. | 104,916 | $23.3M | 0.06% | −1,367−1.3% | Reduced |
| Dimensional Fund Advisors LP | 110,149 | $24.5M | 0.01% | +2,613+2.4% | Added |
| Rhumbline Advisers | 110,287 | $24.5M | 0.03% | +4,284+4.0% | Added |
| Nuveen Asset Management, LLC | 121,763 | $27.1M | 0.01% | −2,431−2.0% | Reduced |
| Artisan Partners Limited Partnership | 126,344 | $28.1M | 0.05% | +19,293+18.0% | Added |
| Alliancebernstein L.P. | 132,451 | $29.5M | 0.01% | +979+0.7% | Added |
| Voya Investment Management LLC | 135,685 | $30.2M | 0.03% | +21,753+19.1% | Added |
| Goldman Sachs Group Inc | 146,977 | $32.7M | 0.01% | +6,599+4.7% | Added |
| Principal Financial Group Inc | 149,879 | $33.3M | 0.03% | −2,199−1.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 150,000 | $33.4M | 0.08% | −50,000−25.0% | Reduced |
| Amundi | 158,394 | $36.1M | 0.02% | +60,029+61.0% | Added |
| Braidwell LP | 162,828 | $36.2M | 1.21% | +162,828 | New |
| Allspring Global Investments Holdings, LLC | 167,248 | $37.2M | 0.06% | +167,248 | New |
| Macquarie Group Ltd | 181,381 | $40.4M | 0.05% | +37,571+26.1% | Added |
| Polar Asset Management Partners Inc. | 186,739 | $41.5M | 0.59% | +97,400+109.0% | Added |
| Millennium Management LLC | 198,356 | $44.1M | 0.05% | −20,940−9.5% | Reduced |
| Citadel Advisors LLC | 205,650 | $45.7M | 0.05% | −226,919−52.5% | Reduced |
| Neuberger Berman Group LLC | 205,909 | $45.8M | 0.04% | +4,931+2.5% | Added |
| Redmile Group, LLC | 221,809 | $49.3M | 2.02% | +43,017+24.1% | Added |
| Charles Schwab Investment Management Inc | 223,157 | $49.6M | 0.02% | +9,294+4.3% | Added |
| Bellevue Group AG | 225,817 | $50.2M | 0.67% | +36,043+19.0% | Added |
| American Century Companies Inc | 234,536 | $52.2M | 0.04% | −3,761−1.6% | Reduced |
| Northern Trust Corp | 272,642 | $60.7M | 0.01% | +903+0.3% | Added |
| Morgan Stanley | 320,876 | $71.4M | 0.01% | +246,451+331.1% | Added |
| Bank of New York Mellon Corp | 355,143 | $79.0M | 0.02% | −1,169−0.3% | Reduced |
| Polar Capital Holdings Plc | 356,913 | $79.4M | 0.63% | −1,234−0.3% | Reduced |
| PFM Health Sciences, LP | 360,030 | $80.1M | 3.38% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 407,472 | $90.6M | 0.07% | +44,393+12.2% | Added |
| Janus Henderson Group PLC | 422,688 | $94.0M | 0.07% | −40,971−8.8% | Reduced |
| Norges Bank | 446,221 | $99.3M | 0.02% | −135,348−23.3% | Reduced |
| Geode Capital Management, LLC | 499,337 | $111.1M | 0.02% | +27,645+5.9% | Added |
| Rock Springs Capital Management LP | 508,250 | $113.1M | 2.72% | +32,250+6.8% | Added |
| Capital World Investors | 561,144 | $124.8M | 0.03% | 00.0% | Unchanged |
| RTW Investments, LP | 698,371 | $155.4M | 3.17% | 00.0% | Unchanged |
| Champlain Investment Partners, LLC | 780,665 | $173.7M | 1.11% | −23,410−2.9% | Reduced |
| State Street Corp | 1,024,368 | $227.9M | 0.01% | +7,852+0.8% | Added |
| Clearbridge Investments, LLC | 1,029,181 | $229.0M | 0.23% | +5,400+0.5% | Added |
| Price T Rowe Associates Inc | 1,069,886 | $238.0M | 0.04% | +40,791+4.0% | Added |
| William Blair Investment Management, LLC | 1,188,970 | $264.5M | 1.01% | +140,457+13.4% | Added |
| Baillie Gifford & Co | 1,261,808 | $280.7M | 0.29% | +1700.0% | Added |
| Capital Research Global Investors | 2,321,719 | $516.5M | 0.16% | +1,533,899+194.7% | Added |
| Vanguard Group Inc | 3,467,792 | $771.4M | 0.02% | +60,358+1.8% | Added |
| BlackRock Inc. | 4,422,853 | $983.9M | 0.03% | +518,196+13.3% | Added |
| FMR LLC | 5,547,339 | $1.23B | 0.12% | −135,922−2.4% | Reduced |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −136,400−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −76,000−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −73,780−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −25,400−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −13,180−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −8,907−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −7,534−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −6,306−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |