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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 12,319 | $3.43M | 0.01% | +945+8.3% | Added |
| Raymond James & Associates | 12,772 | $3.56M | 0.00% | +778+6.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 13,000 | $3.62M | 0.02% | 00.0% | Unchanged |
| US Bancorp | 13,383 | $3.73M | 0.01% | −321−2.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14,115 | $3.93M | 0.01% | +396+2.9% | Added |
| Motley Fool Asset Management LLC | 14,994 | $4.18M | 0.46% | −1,176−7.3% | Reduced |
| Altium Capital Management LP | 16,000 | $4.46M | 2.66% | +16,000 | New |
| Treasurer of the State of North Carolina | 16,099 | $4.49M | 0.03% | +620+4.0% | Added |
| Calamos Advisors LLC | 16,140 | $4.50M | 0.02% | +1,392+9.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,106 | $4.77M | 0.04% | +21+0.1% | Added |
| SG Americas Securities, LLC | 17,537 | $4.89M | 0.07% | +3,117+21.6% | Added |
| Public Employees Retirement System of Ohio | 17,742 | $4.95M | 0.02% | −1,437−7.5% | Reduced |
| EULAV Asset Management | 18,100 | $5.04M | 0.20% | 00.0% | Unchanged |
| SEI Investments Co | 18,518 | $5.16M | 0.01% | +10,495+130.8% | Added |
| Squarepoint Ops LLC | 18,804 | $5.24M | 0.04% | +18,804 | New |
| Yousif Capital Management, LLC | 19,631 | $5.47M | 0.07% | −20−0.1% | Reduced |
| Banque Pictet & Cie SA | 20,251 | $5.64M | 0.05% | +6,761+50.1% | Added |
| State of New Jersey Common Pension Fund D | 21,393 | $5.96M | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 24,598 | $6.86M | 0.07% | −10,500−29.9% | Reduced |
| MetLife Investment Management | 24,664 | $6.87M | 0.05% | −619−2.4% | Reduced |
| Castleark Management LLC | 25,230 | $7.03M | 0.35% | 00.0% | Unchanged |
| Ieq Capital, LLC | 25,393 | $7.08M | 0.16% | +412+1.6% | Added |
| Azimuth Capital Investment Management LLC | 25,960 | $7.23M | 0.36% | −9,598−27.0% | Reduced |
| Jane Street Group, LLC | 26,162 | $7.29M | 0.01% | +10,989+72.4% | Added |
| Russell Investments Group, Ltd. | 26,454 | $7.37M | 0.01% | +4,887+22.7% | Added |
| Amalgamated Bank | 27,547 | $7.68M | 0.07% | −1,248−4.3% | Reduced |
| Wetherby Asset Management Inc | 28,281 | $7.88M | 0.46% | +92+0.3% | Added |
| BNP Paribas Arbitrage, SA | 30,644 | $8.54M | 0.02% | +29,475+2,521.4% | Added |
| Great West Life Assurance Co | 31,001 | $8.64M | 0.02% | −464−1.5% | Reduced |
| Mutual of America Capital Management LLC | 31,835 | $8.87M | 0.11% | −639−2.0% | Reduced |
| Victory Capital Management Inc | 32,346 | $9.01M | 0.01% | −555−1.7% | Reduced |
| Trillium Asset Management, LLC | 33,133 | $9.41M | 0.28% | −8,093−19.6% | Reduced |
| Texas Permanent School Fund | 34,060 | $9.49M | 0.09% | +8,527+33.4% | Added |
| Oak Harbor Wealth Partners, LLC | 34,753 | $9.69M | 3.52% | 00.0% | Unchanged |
| Integral Health Asset Management, LLC | 35,000 | $9.75M | 2.03% | +5,000+16.7% | Added |
| New York State Teachers Retirement System | 35,691 | $9.95M | 0.02% | +382+1.1% | Added |
| Motley Fool Wealth Management, LLC | 37,312 | $10.4M | 0.65% | +142+0.4% | Added |
| Lisanti Capital Growth, LLC | 38,610 | $10.8M | 1.50% | −20,725−34.9% | Reduced |
| State of Wisconsin Investment Board | 38,882 | $10.8M | 0.03% | −4,504−10.4% | Reduced |
| Next Century Growth Investors LLC | 40,221 | $11.2M | 1.23% | +2,571+6.8% | Added |
| State Board of Administration of Florida Retirement System | 41,548 | $11.6M | 0.03% | −1,890−4.4% | Reduced |
| Primecap Management Co | 43,290 | $12.1M | 0.01% | −160−0.4% | Reduced |
| Credit Suisse AG | 43,493 | $12.1M | 0.01% | +1,990+4.8% | Added |
| TimesSquare Capital Management, LLC | 43,930 | $12.2M | 0.18% | +43,930 | New |
| Bridgewater Associates, LP | 44,375 | $12.4M | 0.08% | −227−0.5% | Reduced |
| Wells Fargo & Company | 44,565 | $12.4M | 0.00% | +9,216+26.1% | Added |
| California State Teachers Retirement System | 45,044 | $12.6M | 0.02% | −601−1.3% | Reduced |
| Retirement Systems of Alabama | 49,624 | $13.8M | 0.06% | −434−0.9% | Reduced |
| Ameriprise Financial Inc | 49,690 | $13.8M | 0.00% | −607−1.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 50,000 | $13.9M | 0.03% | −100,000−66.7% | Reduced |
| UBS Asset Management Americas Inc | 56,137 | $15.6M | 0.01% | +1,043+1.9% | Added |
| California Public Employees Retirement System | 58,177 | $16.2M | 0.01% | −8,091−12.2% | Reduced |
| American International Group, Inc. | 58,750 | $16.4M | 0.11% | −555−0.9% | Reduced |
| Bank of America Corp | 58,858 | $16.4M | 0.00% | −640−1.1% | Reduced |
| Kames Capital plc | 63,077 | $17.6M | 0.31% | −5,588−8.1% | Reduced |
| Legal & General Group Plc | 64,530 | $18.0M | 0.01% | +916+1.4% | Added |
| AXA S.A. | 66,562 | $18.6M | 0.06% | −2,048−3.0% | Reduced |
| Braun Stacey Associates Inc | 70,030 | $19.5M | 0.51% | +70,030 | New |
| New York State Common Retirement Fund | 71,372 | $19.9M | 0.03% | −4,959−6.5% | Reduced |
| TD Asset Management Inc | 74,504 | $20.8M | 0.03% | +4,021+5.7% | Added |
| Swiss National Bank | 77,900 | $21.7M | 0.01% | −9,000−10.4% | Reduced |
| Manufacturers Life Insurance Company, The | 83,224 | $23.2M | 0.01% | +2,732+3.4% | Added |
| Goldman Sachs Group Inc | 84,342 | $23.5M | 0.01% | −62,635−42.6% | Reduced |
| Neuberger Berman Group LLC | 86,993 | $24.2M | 0.02% | −118,916−57.8% | Reduced |
| Driehaus Capital Management LLC | 87,005 | $24.2M | 0.34% | +14,377+19.8% | Added |
| Carret Asset Management, LLC | 88,500 | $24.7M | 3.43% | 00.0% | Unchanged |
| Franklin Resources Inc | 91,250 | $25.4M | 0.01% | +48,669+114.3% | Added |
| First Trust Advisors LP | 101,926 | $28.4M | 0.03% | −2,143−2.1% | Reduced |
| Macquarie Group Ltd | 104,362 | $29.1M | 0.03% | −77,019−42.5% | Reduced |
| Braidwell LP | 107,044 | $29.8M | 0.98% | −55,784−34.3% | Reduced |
| JPMorgan Chase & Co | 107,922 | $30.1M | 0.00% | +5,078+4.9% | Added |
| Dimensional Fund Advisors LP | 111,831 | $31.2M | 0.01% | +1,682+1.5% | Added |
| Federated Hermes, Inc. | 113,390 | $31.6M | 0.08% | +8,474+8.1% | Added |
| Rhumbline Advisers | 113,600 | $31.7M | 0.04% | +3,313+3.0% | Added |
| Alliancebernstein L.P. | 117,809 | $32.8M | 0.01% | −14,642−11.1% | Reduced |
| Artisan Partners Limited Partnership | 121,907 | $34.0M | 0.06% | −4,437−3.5% | Reduced |
| Polar Capital Holdings Plc | 129,388 | $36.1M | 0.26% | −227,525−63.7% | Reduced |
| Voya Investment Management LLC | 139,248 | $38.8M | 0.04% | +3,563+2.6% | Added |
| Lord, Abbett & Co. LLC | 145,518 | $40.6M | 0.15% | +122,018+519.2% | Added |
| Principal Financial Group Inc | 150,327 | $41.9M | 0.03% | +448+0.3% | Added |
| Amundi | 151,615 | $42.8M | 0.02% | −6,779−4.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 155,875 | $43.4M | 0.07% | −11,373−6.8% | Reduced |
| Nuveen Asset Management, LLC | 168,495 | $47.0M | 0.02% | +46,732+38.4% | Added |
| Redmile Group, LLC | 187,992 | $52.4M | 2.27% | −33,817−15.2% | Reduced |
| Millennium Management LLC | 201,140 | $56.1M | 0.07% | +2,784+1.4% | Added |
| American Century Companies Inc | 213,393 | $59.5M | 0.05% | −21,143−9.0% | Reduced |
| Charles Schwab Investment Management Inc | 227,679 | $63.5M | 0.02% | +4,522+2.0% | Added |
| Bellevue Group AG | 238,172 | $66.4M | 0.96% | +12,355+5.5% | Added |
| Polar Asset Management Partners Inc. | 246,139 | $68.6M | 1.21% | +59,400+31.8% | Added |
| Northern Trust Corp | 275,713 | $76.8M | 0.02% | +3,071+1.1% | Added |
| Invesco Ltd. | 287,189 | $80.0M | 0.02% | +237,899+482.7% | Added |
| Citadel Advisors LLC | 300,776 | $83.8M | 0.09% | +95,126+46.3% | Added |
| Norges Bank | 343,167 | $95.6M | 0.02% | −103,054−23.1% | Reduced |
| Bank of New York Mellon Corp | 349,250 | $97.3M | 0.02% | −5,893−1.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 359,925 | $100.3M | 0.07% | −47,547−11.7% | Reduced |
| PFM Health Sciences, LP | 360,030 | $100.3M | 4.62% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 368,389 | $102.7M | 0.07% | −54,299−12.8% | Reduced |
| Morgan Stanley | 389,965 | $108.7M | 0.01% | +69,089+21.5% | Added |
| Rock Springs Capital Management LP | 433,500 | $120.8M | 2.88% | −74,750−14.7% | Reduced |
| Geode Capital Management, LLC | 517,805 | $144.3M | 0.02% | +18,468+3.7% | Added |