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, Q1 2023
Institutional positions in Penumbra Inc as of Mar 31, 2023. 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
- 312
- +26 vs. Q4 2022
- Shares held
- 35.2M
- +762.2K (+2.2%) vs. Q4 2022
- Total value
- $9.74B
- +$2.08B (+27.1%) vs. Q4 2022
- New holders
- 59
- 96 more added
- Sold out
- 33
- 105 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,619,517 | $1.57B | 0.14% | +72,178+1.3% | Added |
| BlackRock Inc. | 4,429,883 | $1.23B | 0.04% | +7,030+0.2% | Added |
| Vanguard Group Inc | 3,542,226 | $987.2M | 0.03% | +74,434+2.1% | Added |
| Capital Research Global Investors | 3,026,056 | $843.3M | 0.24% | +704,337+30.3% | Added |
| Price T Rowe Associates Inc | 2,185,062 | $609.0M | 0.09% | +1,115,176+104.2% | Added |
| State Street Corp | 1,045,673 | $291.4M | 0.02% | +21,305+2.1% | Added |
| Clearbridge Investments, LLC | 948,295 | $264.3M | 0.25% | −80,886−7.9% | Reduced |
| William Blair Investment Management, LLC | 940,732 | $262.2M | 0.91% | −248,238−20.9% | Reduced |
| Baillie Gifford & Co | 728,356 | $203.0M | 0.18% | −533,452−42.3% | Reduced |
| RTW Investments, LP | 673,371 | $187.7M | 3.91% | −25,000−3.6% | Reduced |
| Champlain Investment Partners, LLC | 628,275 | $175.1M | 1.10% | −152,390−19.5% | Reduced |
| Capital World Investors | 561,144 | $156.4M | 0.03% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 517,805 | $144.3M | 0.02% | +18,468+3.7% | Added |
| Rock Springs Capital Management LP | 433,500 | $120.8M | 2.88% | −74,750−14.7% | Reduced |
| Morgan Stanley | 389,965 | $108.7M | 0.01% | +69,089+21.5% | Added |
| Janus Henderson Group PLC | 368,389 | $102.7M | 0.07% | −54,299−12.8% | Reduced |
| PFM Health Sciences, LP | 360,030 | $100.3M | 4.62% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 359,925 | $100.3M | 0.07% | −47,547−11.7% | Reduced |
| Bank of New York Mellon Corp | 349,250 | $97.3M | 0.02% | −5,893−1.7% | Reduced |
| Norges Bank | 343,167 | $95.6M | 0.02% | −103,054−23.1% | Reduced |
| Citadel Advisors LLC | 300,776 | $83.8M | 0.09% | +95,126+46.3% | Added |
| Invesco Ltd. | 287,189 | $80.0M | 0.02% | +237,899+482.7% | Added |
| Northern Trust Corp | 275,713 | $76.8M | 0.02% | +3,071+1.1% | Added |
| Polar Asset Management Partners Inc. | 246,139 | $68.6M | 1.21% | +59,400+31.8% | Added |
| Bellevue Group AG | 238,172 | $66.4M | 0.96% | +12,355+5.5% | Added |
| Charles Schwab Investment Management Inc | 227,679 | $63.5M | 0.02% | +4,522+2.0% | Added |
| American Century Companies Inc | 213,393 | $59.5M | 0.05% | −21,143−9.0% | Reduced |
| Millennium Management LLC | 201,140 | $56.1M | 0.07% | +2,784+1.4% | Added |
| Redmile Group, LLC | 187,992 | $52.4M | 2.27% | −33,817−15.2% | Reduced |
| Nuveen Asset Management, LLC | 168,495 | $47.0M | 0.02% | +46,732+38.4% | Added |
| Allspring Global Investments Holdings, LLC | 155,875 | $43.4M | 0.07% | −11,373−6.8% | Reduced |
| Amundi | 151,615 | $42.8M | 0.02% | −6,779−4.3% | Reduced |
| Principal Financial Group Inc | 150,327 | $41.9M | 0.03% | +448+0.3% | Added |
| Lord, Abbett & Co. LLC | 145,518 | $40.6M | 0.15% | +122,018+519.2% | Added |
| Voya Investment Management LLC | 139,248 | $38.8M | 0.04% | +3,563+2.6% | Added |
| Polar Capital Holdings Plc | 129,388 | $36.1M | 0.26% | −227,525−63.7% | Reduced |
| Artisan Partners Limited Partnership | 121,907 | $34.0M | 0.06% | −4,437−3.5% | Reduced |
| Alliancebernstein L.P. | 117,809 | $32.8M | 0.01% | −14,642−11.1% | Reduced |
| Rhumbline Advisers | 113,600 | $31.7M | 0.04% | +3,313+3.0% | Added |
| Federated Hermes, Inc. | 113,390 | $31.6M | 0.08% | +8,474+8.1% | Added |
| Dimensional Fund Advisors LP | 111,831 | $31.2M | 0.01% | +1,682+1.5% | Added |
| JPMorgan Chase & Co | 107,922 | $30.1M | 0.00% | +5,078+4.9% | Added |
| Braidwell LP | 107,044 | $29.8M | 0.98% | −55,784−34.3% | Reduced |
| Macquarie Group Ltd | 104,362 | $29.1M | 0.03% | −77,019−42.5% | Reduced |
| First Trust Advisors LP | 101,926 | $28.4M | 0.03% | −2,143−2.1% | Reduced |
| Franklin Resources Inc | 91,250 | $25.4M | 0.01% | +48,669+114.3% | Added |
| Carret Asset Management, LLC | 88,500 | $24.7M | 3.43% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 87,005 | $24.2M | 0.34% | +14,377+19.8% | Added |
| Neuberger Berman Group LLC | 86,993 | $24.2M | 0.02% | −118,916−57.8% | Reduced |
| Goldman Sachs Group Inc | 84,342 | $23.5M | 0.01% | −62,635−42.6% | Reduced |
| Manufacturers Life Insurance Company, The | 83,224 | $23.2M | 0.01% | +2,732+3.4% | Added |
| Swiss National Bank | 77,900 | $21.7M | 0.01% | −9,000−10.4% | Reduced |
| TD Asset Management Inc | 74,504 | $20.8M | 0.03% | +4,021+5.7% | Added |
| New York State Common Retirement Fund | 71,372 | $19.9M | 0.03% | −4,959−6.5% | Reduced |
| Braun Stacey Associates Inc | 70,030 | $19.5M | 0.51% | +70,030 | New |
| AXA S.A. | 66,562 | $18.6M | 0.06% | −2,048−3.0% | Reduced |
| Legal & General Group Plc | 64,530 | $18.0M | 0.01% | +916+1.4% | Added |
| Kames Capital plc | 63,077 | $17.6M | 0.31% | −5,588−8.1% | Reduced |
| Bank of America Corp | 58,858 | $16.4M | 0.00% | −640−1.1% | Reduced |
| American International Group, Inc. | 58,750 | $16.4M | 0.11% | −555−0.9% | Reduced |
| California Public Employees Retirement System | 58,177 | $16.2M | 0.01% | −8,091−12.2% | Reduced |
| UBS Asset Management Americas Inc | 56,137 | $15.6M | 0.01% | +1,043+1.9% | Added |
| Adage Capital Partners GP, L.L.C. | 50,000 | $13.9M | 0.03% | −100,000−66.7% | Reduced |
| Ameriprise Financial Inc | 49,690 | $13.8M | 0.00% | −607−1.2% | Reduced |
| Retirement Systems of Alabama | 49,624 | $13.8M | 0.06% | −434−0.9% | Reduced |
| California State Teachers Retirement System | 45,044 | $12.6M | 0.02% | −601−1.3% | Reduced |
| Wells Fargo & Company | 44,565 | $12.4M | 0.00% | +9,216+26.1% | Added |
| Bridgewater Associates, LP | 44,375 | $12.4M | 0.08% | −227−0.5% | Reduced |
| TimesSquare Capital Management, LLC | 43,930 | $12.2M | 0.18% | +43,930 | New |
| Credit Suisse AG | 43,493 | $12.1M | 0.01% | +1,990+4.8% | Added |
| Primecap Management Co | 43,290 | $12.1M | 0.01% | −160−0.4% | Reduced |
| State Board of Administration of Florida Retirement System | 41,548 | $11.6M | 0.03% | −1,890−4.4% | Reduced |
| Next Century Growth Investors LLC | 40,221 | $11.2M | 1.23% | +2,571+6.8% | Added |
| State of Wisconsin Investment Board | 38,882 | $10.8M | 0.03% | −4,504−10.4% | Reduced |
| Lisanti Capital Growth, LLC | 38,610 | $10.8M | 1.50% | −20,725−34.9% | Reduced |
| Motley Fool Wealth Management, LLC | 37,312 | $10.4M | 0.65% | +142+0.4% | Added |
| New York State Teachers Retirement System | 35,691 | $9.95M | 0.02% | +382+1.1% | Added |
| Integral Health Asset Management, LLC | 35,000 | $9.75M | 2.03% | +5,000+16.7% | Added |
| Oak Harbor Wealth Partners, LLC | 34,753 | $9.69M | 3.52% | 00.0% | Unchanged |
| Texas Permanent School Fund | 34,060 | $9.49M | 0.09% | +8,527+33.4% | Added |
| Trillium Asset Management, LLC | 33,133 | $9.41M | 0.28% | −8,093−19.6% | Reduced |
| Victory Capital Management Inc | 32,346 | $9.01M | 0.01% | −555−1.7% | Reduced |
| Mutual of America Capital Management LLC | 31,835 | $8.87M | 0.11% | −639−2.0% | Reduced |
| Great West Life Assurance Co | 31,001 | $8.64M | 0.02% | −464−1.5% | Reduced |
| BNP Paribas Arbitrage, SA | 30,644 | $8.54M | 0.02% | +29,475+2,521.4% | Added |
| Wetherby Asset Management Inc | 28,281 | $7.88M | 0.46% | +92+0.3% | Added |
| Amalgamated Bank | 27,547 | $7.68M | 0.07% | −1,248−4.3% | Reduced |
| Russell Investments Group, Ltd. | 26,454 | $7.37M | 0.01% | +4,887+22.7% | Added |
| Jane Street Group, LLC | 26,162 | $7.29M | 0.01% | +10,989+72.4% | Added |
| Azimuth Capital Investment Management LLC | 25,960 | $7.23M | 0.36% | −9,598−27.0% | Reduced |
| Ieq Capital, LLC | 25,393 | $7.08M | 0.16% | +412+1.6% | Added |
| Castleark Management LLC | 25,230 | $7.03M | 0.35% | 00.0% | Unchanged |
| MetLife Investment Management | 24,664 | $6.87M | 0.05% | −619−2.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 24,598 | $6.86M | 0.07% | −10,500−29.9% | Reduced |
| State of New Jersey Common Pension Fund D | 21,393 | $5.96M | 0.02% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 20,251 | $5.64M | 0.05% | +6,761+50.1% | Added |
| Yousif Capital Management, LLC | 19,631 | $5.47M | 0.07% | −20−0.1% | Reduced |
| Squarepoint Ops LLC | 18,804 | $5.24M | 0.04% | +18,804 | New |
| SEI Investments Co | 18,518 | $5.16M | 0.01% | +10,495+130.8% | Added |
| EULAV Asset Management | 18,100 | $5.04M | 0.20% | 00.0% | Unchanged |