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 |
|---|---|---|---|---|---|
| Capital World Investors | 561,144 | $156.4M | 0.03% | 00.0% | Unchanged |
| Champlain Investment Partners, LLC | 628,275 | $175.1M | 1.10% | −152,390−19.5% | Reduced |
| RTW Investments, LP | 673,371 | $187.7M | 3.91% | −25,000−3.6% | Reduced |
| Baillie Gifford & Co | 728,356 | $203.0M | 0.18% | −533,452−42.3% | Reduced |
| William Blair Investment Management, LLC | 940,732 | $262.2M | 0.91% | −248,238−20.9% | Reduced |
| Clearbridge Investments, LLC | 948,295 | $264.3M | 0.25% | −80,886−7.9% | Reduced |
| State Street Corp | 1,045,673 | $291.4M | 0.02% | +21,305+2.1% | Added |
| Price T Rowe Associates Inc | 2,185,062 | $609.0M | 0.09% | +1,115,176+104.2% | Added |
| Capital Research Global Investors | 3,026,056 | $843.3M | 0.24% | +704,337+30.3% | Added |
| Vanguard Group Inc | 3,542,226 | $987.2M | 0.03% | +74,434+2.1% | Added |
| BlackRock Inc. | 4,429,883 | $1.23B | 0.04% | +7,030+0.2% | Added |
| FMR LLC | 5,619,517 | $1.57B | 0.14% | +72,178+1.3% | Added |
| Woodline Partners LP | 0 | $0 | 0.00% | −95,829−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −94,541−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −65,788−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −41,972−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −27,043−100.0% | Sold out |
| Perceptive Advisors LLC | 0 | $0 | 0.00% | −25,400−100.0% | Sold out |
| Soleus Capital Management, L.P. | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −9,023−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,036−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −6,223−100.0% | Sold out |
| Windsor Group LTD | 0 | $0 | 0.00% | −4,850−100.0% | Sold out |
| Kent Lake Capital LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −4,460−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,359−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,205−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −4,076−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,720−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,593−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,528−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,162−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −1,622−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −999−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −972−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| HealthCor Management, L.P. | – | – | – | – | Not filed |
| Perpetual Investment Management Ltd | – | – | – | – | Not filed |
| Titleist Asset Management, Ltd. | – | – | – | – | Not filed |