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 |
|---|---|---|---|---|---|
| Candriam Luxembourg S.C.A. | 19,047 | $4.24M | 0.03% | +13,209+226.3% | Added |
| EULAV Asset Management | 18,100 | $4.03M | 0.17% | 00.0% | Unchanged |
| Comerica Bank | 16,868 | $3.93M | 0.03% | −240−1.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,085 | $3.80M | 0.03% | +2,063+13.7% | Added |
| Motley Fool Asset Management LLC | 16,170 | $3.60M | 0.41% | −1,617−9.1% | Reduced |
| Brookfield Asset Management Inc. | 16,058 | $3.57M | 0.01% | +3,258+25.5% | Added |
| Treasurer of the State of North Carolina | 15,479 | $3.44M | 0.02% | +200+1.3% | Added |
| Jane Street Group, LLC | 15,173 | $3.38M | 0.01% | −9,577−38.7% | Reduced |
| Calamos Advisors LLC | 14,748 | $3.28M | 0.02% | +14,748 | New |
| SG Americas Securities, LLC | 14,420 | $3.21M | 0.05% | +10,129+236.1% | Added |
| Algert Global LLC | 14,152 | $3.15M | 0.17% | +290+2.1% | Added |
| UBS Group AG | 13,728 | $3.05M | 0.00% | −3,710−21.3% | Reduced |
| US Bancorp | 13,704 | $3.05M | 0.01% | −1,404−9.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 13,719 | $3.03M | 0.01% | −6,930−33.6% | Reduced |
| Banque Pictet & Cie SA | 13,490 | $3.00M | 0.03% | +13,490 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 13,000 | $2.89M | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 12,743 | $2.83M | 0.01% | +512+4.2% | Added |
| Ergoteles LLC | 12,491 | $2.78M | 0.10% | +12,491 | New |
| Raymond James & Associates | 11,994 | $2.67M | 0.00% | +3,888+48.0% | Added |
| Susquehanna International Group, LLP | 11,374 | $2.53M | 0.00% | +11,374 | New |
| Oregon Public Employees Retirement Fund | 11,191 | $2.49M | 0.03% | +143+1.3% | Added |
| Ameritas Investment Partners, Inc. | 9,829 | $2.46M | 0.10% | +85+0.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 10,846 | $2.41M | 0.07% | −17,154−61.3% | Reduced |
| Illinois Municipal Retirement Fund | 10,793 | $2.40M | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 10,200 | $2.27M | 0.06% | +100+1.0% | Added |
| Arizona State Retirement System | 10,156 | $2.26M | 0.02% | +429+4.4% | Added |
| Thrivent Financial for Lutherans | 10,116 | $2.25M | 0.01% | +88+0.9% | Added |
| Thoroughbred Financial Services, LLC | 10,071 | $2.24M | 0.37% | 00.0% | Unchanged |
| Deutsche Bank AG | 10,036 | $2.23M | 0.00% | +1,761+21.3% | Added |
| State of Tennessee, Treasury Department | 10,000 | $2.23M | 0.01% | +10,000 | New |
| Ensign Peak Advisors, Inc | 9,910 | $2.20M | 0.00% | −250−2.5% | Reduced |
| State of Michigan Retirement System | 9,714 | $2.16M | 0.02% | +200+2.1% | Added |
| Tiedemann Advisors, LLC | 9,462 | $2.10M | 0.10% | 00.0% | Unchanged |
| Congress Asset Management Co | 9,425 | $2.10M | 0.02% | −2,037−17.8% | Reduced |
| CI Private Wealth, LLC | 9,392 | $2.09M | 0.01% | +9,392 | New |
| Soleus Capital Management, L.P. | 9,300 | $2.07M | 0.30% | +9,300 | New |
| B. Metzler seel. Sohn & Co. AG | 9,023 | $2.01M | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 8,559 | $1.90M | 0.03% | +586+7.3% | Added |
| First Republic Investment Management, Inc. | 8,524 | $1.90M | 0.00% | −756−8.1% | Reduced |
| Teacher Retirement System of Texas | 8,381 | $1.86M | 0.01% | +1,925+29.8% | Added |
| Congress Wealth Management LLC | 8,136 | $1.81M | 0.05% | −1,955−19.4% | Reduced |
| Mariner, LLC | 8,117 | $1.81M | 0.01% | +358+4.6% | Added |
| Oak Ridge Investments LLC | 8,075 | $1.80M | 0.27% | −171−2.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 8,036 | $1.79M | 0.01% | +4,925+158.3% | Added |
| SEI Investments Co | 8,023 | $1.78M | 0.00% | +5,030+168.1% | Added |
| Bank of Montreal | 7,976 | $1.78M | 0.00% | −3,620−31.2% | Reduced |
| Exchange Traded Concepts, LLC | 7,863 | $1.75M | 0.05% | −1,808−18.7% | Reduced |
| Pacer Advisors, Inc. | 7,258 | $1.61M | 0.01% | +5,535+321.2% | Added |
| Utah Retirement Systems | 6,364 | $1.42M | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 6,223 | $1.38M | 0.03% | +4,453+251.6% | Added |
| Cordatus Wealth Management LLC | 5,904 | $1.31M | 1.93% | +5,904 | New |
| New Mexico Educational Retirement Board | 5,600 | $1.25M | 0.07% | 00.0% | Unchanged |
| EAM Investors, LLC | 5,589 | $1.24M | 0.26% | +5,589 | New |
| Handelsbanken Fonder AB | 5,558 | $1.24M | 0.01% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 5,514 | $1.23M | 0.01% | −794−12.6% | Reduced |
| Virginia Retirement Systems Et Al | 5,400 | $1.20M | 0.01% | −100−1.8% | Reduced |
| State of Alaska, Department of Revenue | 5,313 | $1.18M | 0.01% | +55+1.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,178 | $1.15M | 0.01% | +534+11.5% | Added |
| Windsor Group LTD | 4,850 | $1.12M | 0.23% | 00.0% | Unchanged |
| 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 |
| Citigroup Inc | 4,978 | $1.11M | 0.00% | −3,932−44.1% | Reduced |
| FORA Capital, LLC | 4,736 | $1.05M | 0.17% | +4,736 | New |
| Public Employees Retirement Association of Colorado | 4,673 | $1.04M | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 4,626 | $1.03M | 0.04% | −288−5.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,613 | $1.03M | 0.29% | +4,613 | New |
| Barclays PLC | 4,553 | $1.01M | 0.00% | −4,776−51.2% | Reduced |
| Washington Trust Advisors, Inc. | 4,460 | $992.2K | 0.11% | −1,150−20.5% | Reduced |
| Advisor Group Holdings, Inc. | 4,425 | $984.3K | 0.00% | +384+9.5% | Added |
| Gilder Gagnon Howe & Co LLC | 4,387 | $975.9K | 0.02% | +4,387 | New |
| Simplex Trading, LLC | 4,359 | $969.0K | 0.05% | +1,708+64.4% | Added |
| Leavell Investment Management, Inc. | 4,350 | $968.0K | 0.07% | −700−13.9% | Reduced |
| JustInvest LLC | 4,317 | $960.4K | 0.04% | +538+14.2% | Added |
| Shell Asset Management Co | 4,306 | $958.0K | 0.04% | −913−17.5% | Reduced |
| Group One Trading, L.P. | 4,205 | $935.4K | 0.03% | +4,205 | New |
| Pictet Asset Management SA | 4,188 | $932.0K | 0.00% | +1,835+78.0% | Added |
| Diametric Capital, LP | 4,076 | $906.7K | 0.44% | −6,210−60.4% | Reduced |
| Quantamental Technologies LLC | 3,720 | $827.6K | 0.38% | +1,856+99.6% | Added |
| Perpetual Investment Management Ltd | 3,680 | $818.7K | 0.10% | +500+15.7% | Added |
| Winton Group Ltd | 3,613 | $803.7K | 0.05% | +3,613 | New |
| Wolverine Trading, LLC | 3,593 | $799.0K | 0.01% | +565+18.7% | Added |
| Securian Asset Management, Inc | 3,560 | $792.0K | 0.02% | +100+2.9% | Added |
| Bayesian Capital Management, LP | 3,542 | $788.0K | 0.12% | +3,542 | New |
| Northwestern Mutual Investment Management Company, LLC | 3,515 | $781.9K | 0.02% | −1,956−35.8% | Reduced |
| Polaris Wealth Advisory Group, LLC | 3,412 | $777.5K | 0.06% | −20−0.6% | Reduced |
| Envestnet Asset Management Inc | 3,348 | $744.8K | 0.00% | −194−5.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,125 | $720.2K | 0.29% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,125 | $695.0K | 0.02% | −207−6.2% | Reduced |
| Bessemer Group Inc | 3,068 | $682.0K | 0.00% | +3,068 | New |
| Rathbone Brothers plc | 3,000 | $667.4K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 2,949 | $656.0K | 0.00% | −572−16.2% | Reduced |
| Royal Bank of Canada | 2,928 | $652.0K | 0.00% | +1,650+129.1% | Added |
| Maryland State Retirement & Pension System | 2,765 | $615.1K | 0.02% | +2,765 | New |
| Inceptionr LLC | 2,528 | $562.4K | 0.30% | +2,528 | New |
| Prudential Financial Inc | 2,173 | $483.4K | 0.00% | +4+0.2% | Added |
| Graham Capital Management, L.P. | 2,162 | $481.0K | 0.02% | −1,749−44.7% | Reduced |
| Virtus Investment Advisers, Inc. | 2,122 | $472.1K | 0.31% | 00.0% | Unchanged |
| Shelton Capital Management | 1,871 | $416.2K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 1,850 | $412.0K | 0.00% | −1,510−44.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,852 | $412.0K | 0.00% | +162+9.6% | Added |