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, Q2 2023
Institutional positions in Penumbra Inc as of Jun 30, 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
- 364
- +52 vs. Q1 2023
- Shares held
- 34.2M
- −974.1K (−2.8%) vs. Q1 2023
- Total value
- $11.8B
- +$2.03B (+20.9%) vs. Q1 2023
- New holders
- 86
- 95 more added
- Sold out
- 34
- 126 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,049,181 | $1.74B | 0.15% | −570,336−10.1% | Reduced |
| BlackRock Inc. | 4,124,711 | $1.42B | 0.04% | −305,172−6.9% | Reduced |
| Vanguard Group Inc | 3,595,365 | $1.24B | 0.03% | +53,139+1.5% | Added |
| Capital Research Global Investors | 2,599,385 | $894.3M | 0.24% | −426,671−14.1% | Reduced |
| Price T Rowe Associates Inc | 2,225,102 | $765.6M | 0.11% | +40,040+1.8% | Added |
| State Street Corp | 1,061,701 | $365.3M | 0.02% | +16,028+1.5% | Added |
| Clearbridge Investments, LLC | 907,453 | $312.2M | 0.28% | −40,842−4.3% | Reduced |
| Baillie Gifford & Co | 697,646 | $240.0M | 0.20% | −30,710−4.2% | Reduced |
| RTW Investments, LP | 673,371 | $231.7M | 4.41% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 670,286 | $230.6M | 0.74% | −270,446−28.7% | Reduced |
| Capital World Investors | 561,144 | $193.1M | 0.04% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 552,423 | $190.1M | 0.02% | +34,618+6.7% | Added |
| Champlain Investment Partners, LLC | 531,800 | $183.0M | 1.13% | −96,475−15.4% | Reduced |
| Invesco Ltd. | 518,816 | $178.5M | 0.05% | +231,627+80.7% | Added |
| Norges Bank | 380,372 | $130.9M | 0.03% | +37,205+10.8% | Added |
| Rock Springs Capital Management LP | 366,000 | $125.9M | 3.00% | −67,500−15.6% | Reduced |
| PFM Health Sciences, LP | 360,030 | $123.9M | 4.98% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 353,687 | $121.7M | 0.68% | +353,687 | New |
| Bank of New York Mellon Corp | 345,060 | $118.7M | 0.02% | −4,190−1.2% | Reduced |
| Morgan Stanley | 329,489 | $113.4M | 0.01% | −60,476−15.5% | Reduced |
| Citadel Advisors LLC | 316,043 | $108.7M | 0.12% | +15,267+5.1% | Added |
| Goldman Sachs Group Inc | 294,874 | $101.5M | 0.03% | +210,532+249.6% | Added |
| Janus Henderson Group PLC | 282,466 | $97.2M | 0.06% | −85,923−23.3% | Reduced |
| Northern Trust Corp | 272,579 | $93.8M | 0.02% | −3,134−1.1% | Reduced |
| Millennium Management LLC | 252,662 | $86.9M | 0.09% | +51,522+25.6% | Added |
| Bellevue Group AG | 234,220 | $80.6M | 1.15% | −3,952−1.7% | Reduced |
| Charles Schwab Investment Management Inc | 232,667 | $80.1M | 0.02% | +4,988+2.2% | Added |
| Franklin Resources Inc | 212,708 | $73.2M | 0.03% | +121,458+133.1% | Added |
| Polar Asset Management Partners Inc. | 209,239 | $72.0M | 1.43% | −36,900−15.0% | Reduced |
| American Century Companies Inc | 186,262 | $64.1M | 0.05% | −27,131−12.7% | Reduced |
| Lord, Abbett & Co. LLC | 185,336 | $63.8M | 0.22% | +39,818+27.4% | Added |
| Nuveen Asset Management, LLC | 171,629 | $59.1M | 0.02% | +3,134+1.9% | Added |
| Principal Financial Group Inc | 145,123 | $49.9M | 0.03% | −5,204−3.5% | Reduced |
| Redmile Group, LLC | 138,970 | $47.8M | 1.84% | −49,022−26.1% | Reduced |
| First Trust Advisors LP | 130,179 | $44.8M | 0.05% | +28,253+27.7% | Added |
| Polar Capital Holdings Plc | 128,556 | $44.2M | 0.30% | −832−0.6% | Reduced |
| Voya Investment Management LLC | 127,784 | $44.0M | 0.05% | −11,464−8.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 122,525 | $42.2M | 0.07% | −33,350−21.4% | Reduced |
| JPMorgan Chase & Co | 120,958 | $41.6M | 0.00% | +13,036+12.1% | Added |
| Alliancebernstein L.P. | 120,906 | $41.6M | 0.02% | +3,097+2.6% | Added |
| Rhumbline Advisers | 117,764 | $40.5M | 0.05% | +4,164+3.7% | Added |
| Dimensional Fund Advisors LP | 113,640 | $39.1M | 0.01% | +1,809+1.6% | Added |
| T. Rowe Price Investment Management, Inc. | 112,935 | $38.9M | 0.03% | −246,990−68.6% | Reduced |
| Balyasny Asset Management LLC | 110,797 | $38.1M | 0.11% | +110,797 | New |
| Macquarie Group Ltd | 101,536 | $34.9M | 0.04% | −2,826−2.7% | Reduced |
| Federated Hermes, Inc. | 96,535 | $33.2M | 0.08% | −16,855−14.9% | Reduced |
| Driehaus Capital Management LLC | 93,592 | $32.2M | 0.41% | +6,587+7.6% | Added |
| Legal & General Group Plc | 89,785 | $30.9M | 0.01% | +25,255+39.1% | Added |
| Manufacturers Life Insurance Company, The | 86,259 | $29.7M | 0.02% | +3,035+3.6% | Added |
| Artisan Partners Limited Partnership | 80,416 | $27.7M | 0.04% | −41,491−34.0% | Reduced |
| Carret Asset Management, LLC | 79,000 | $27.2M | 3.60% | −9,500−10.7% | Reduced |
| Swiss National Bank | 79,000 | $27.2M | 0.02% | +1,100+1.4% | Added |
| Amundi | 77,987 | $26.4M | 0.01% | −73,628−48.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 75,000 | $25.8M | 0.06% | +25,000+50.0% | Added |
| Marshall Wace, LLP | 73,614 | $25.3M | 0.05% | +73,614 | New |
| Bank of Montreal | 72,452 | $25.0M | 0.02% | +66,640+1,146.6% | Added |
| TD Asset Management Inc | 72,468 | $24.9M | 0.03% | −2,036−2.7% | Reduced |
| California Public Employees Retirement System | 67,666 | $23.3M | 0.02% | +9,489+16.3% | Added |
| Braidwell LP | 65,844 | $22.7M | 0.74% | −41,200−38.5% | Reduced |
| Neuberger Berman Group LLC | 63,735 | $21.9M | 0.02% | −23,258−26.7% | Reduced |
| AXA S.A. | 63,104 | $21.7M | 0.07% | −3,458−5.2% | Reduced |
| New York State Common Retirement Fund | 63,045 | $21.7M | 0.03% | −8,327−11.7% | Reduced |
| Kames Capital plc | 61,240 | $21.1M | 0.34% | −1,837−2.9% | Reduced |
| American International Group, Inc. | 58,031 | $20.0M | 0.12% | −719−1.2% | Reduced |
| Qube Research & Technologies Ltd | 56,299 | $19.4M | 0.08% | +56,299 | New |
| Braun Stacey Associates Inc | 55,208 | $19.0M | 0.88% | −14,822−21.2% | Reduced |
| Ameriprise Financial Inc | 54,934 | $18.9M | 0.01% | +5,244+10.6% | Added |
| Wells Fargo & Company | 52,490 | $18.1M | 0.01% | +7,925+17.8% | Added |
| Retirement Systems of Alabama | 49,296 | $17.0M | 0.08% | −328−0.7% | Reduced |
| Bank of America Corp | 48,228 | $16.6M | 0.00% | −10,630−18.1% | Reduced |
| Credit Suisse AG | 47,421 | $16.3M | 0.02% | +3,928+9.0% | Added |
| Man Group plc | 47,367 | $16.3M | 0.05% | +47,367 | New |
| UBS Asset Management Americas Inc | 56,137 | $15.6M | 0.01% | 00.0% | Unchanged |
| TimesSquare Capital Management, LLC | 44,380 | $15.3M | 0.22% | +450+1.0% | Added |
| California State Teachers Retirement System | 44,090 | $15.2M | 0.02% | −954−2.1% | Reduced |
| Primecap Management Co | 43,290 | $14.9M | 0.01% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 41,950 | $14.4M | 1.39% | +1,729+4.3% | Added |
| Candriam Luxembourg S.C.A. | 41,568 | $14.3M | 0.10% | +35,312+564.5% | Added |
| Bridgewater Associates, LP | 40,382 | $13.9M | 0.09% | −3,993−9.0% | Reduced |
| Jane Street Group, LLC | 40,038 | $13.8M | 0.02% | +13,876+53.0% | Added |
| State Board of Administration of Florida Retirement System | 39,717 | $13.7M | 0.03% | −1,831−4.4% | Reduced |
| State of Wisconsin Investment Board | 37,204 | $12.8M | 0.04% | −1,678−4.3% | Reduced |
| New York State Teachers Retirement System | 36,036 | $12.4M | 0.03% | +345+1.0% | Added |
| Oak Harbor Wealth Partners, LLC | 34,663 | $11.9M | 4.09% | −90−0.3% | Reduced |
| Texas Permanent School Fund | 33,681 | $11.6M | 0.11% | −379−1.1% | Reduced |
| Voloridge Investment Management, LLC | 31,107 | $10.7M | 0.05% | +31,107 | New |
| Integral Health Asset Management, LLC | 30,000 | $10.3M | 1.35% | −5,000−14.3% | Reduced |
| Victory Capital Management Inc | 29,240 | $10.1M | 0.01% | −3,106−9.6% | Reduced |
| Mutual of America Capital Management LLC | 29,023 | $9.99M | 0.11% | −2,812−8.8% | Reduced |
| Great West Life Assurance Co | 28,184 | $9.72M | 0.02% | −2,817−9.1% | Reduced |
| Amalgamated Bank | 27,062 | $9.31M | 0.08% | −485−1.8% | Reduced |
| Wetherby Asset Management Inc | 26,831 | $9.23M | 0.50% | −1,450−5.1% | Reduced |
| Symmetry Investments LP | 26,161 | $9.00M | 2.59% | +26,161 | New |
| Cubist Systematic Strategies, LLC | 25,621 | $8.82M | 0.10% | +23,871+1,364.1% | Added |
| Barclays PLC | 25,572 | $8.80M | 0.01% | +17,285+208.6% | Added |
| Azimuth Capital Investment Management LLC | 25,509 | $8.78M | 0.42% | −451−1.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,222 | $8.68M | 0.08% | +624+2.5% | Added |
| MetLife Investment Management | 24,396 | $8.39M | 0.06% | −268−1.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 24,311 | $8.36M | 0.07% | +24,311 | New |
| SEI Investments Co | 23,645 | $8.14M | 0.01% | +5,127+27.7% | Added |