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 2023
Institutional positions in Penumbra Inc as of Dec 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
- 339
- +28 vs. Q3 2023
- Shares held
- 34.4M
- +1.42M (+4.3%) vs. Q3 2023
- Total value
- $8.66B
- +$659.1M (+8.2%) vs. Q3 2023
- New holders
- 63
- 114 more added
- Sold out
- 35
- 121 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,789,454 | $1.46B | 0.11% | +772,470+15.4% | Added |
| BlackRock Inc. | 4,000,365 | $1.01B | 0.03% | −260,285−6.1% | Reduced |
| Vanguard Group Inc | 3,658,103 | $920.2M | 0.02% | +58,184+1.6% | Added |
| Price T Rowe Associates Inc | 3,104,590 | $780.9M | 0.10% | +1,140,807+58.1% | Added |
| Capital Research Global Investors | 2,677,789 | $673.6M | 0.17% | +2790.0% | Added |
| State Street Corp | 1,101,107 | $277.0M | 0.01% | +41,053+3.9% | Added |
| Clearbridge Investments, LLC | 800,827 | $201.4M | 0.17% | −104,395−11.5% | Reduced |
| William Blair Investment Management, LLC | 743,259 | $187.0M | 0.54% | +86,295+13.1% | Added |
| RTW Investments, LP | 662,664 | $166.7M | 2.60% | −10,707−1.6% | Reduced |
| Baillie Gifford & Co | 647,953 | $163.0M | 0.13% | −31,674−4.7% | Reduced |
| Geode Capital Management, LLC | 591,966 | $148.9M | 0.02% | +19,157+3.3% | Added |
| Capital World Investors | 543,274 | $136.7M | 0.02% | 00.0% | Unchanged |
| Rock Springs Capital Management LP | 537,500 | $135.2M | 3.34% | +33,750+6.7% | Added |
| Champlain Investment Partners, LLC | 467,895 | $117.7M | 0.70% | +114,505+32.4% | Added |
| Invesco Ltd. | 378,678 | $95.3M | 0.02% | −173,245−31.4% | Reduced |
| Morgan Stanley | 365,024 | $91.8M | 0.01% | +11,339+3.2% | Added |
| Eagle Asset Management Inc | 350,075 | $88.1M | 0.47% | −3,375−1.0% | Reduced |
| Norges Bank | 338,801 | $85.2M | 0.01% | −9,600−2.8% | Reduced |
| Bank of New York Mellon Corp | 336,916 | $84.7M | 0.02% | +3,871+1.2% | Added |
| Northern Trust Corp | 271,935 | $68.4M | 0.01% | +3,279+1.2% | Added |
| Allspring Global Investments Holdings, LLC | 265,155 | $66.7M | 0.11% | +42,876+19.3% | Added |
| Janus Henderson Group PLC | 257,325 | $64.7M | 0.04% | −13,158−4.9% | Reduced |
| Charles Schwab Investment Management Inc | 250,101 | $62.9M | 0.02% | +10,998+4.6% | Added |
| Franklin Resources Inc | 226,187 | $56.9M | 0.03% | −65,888−22.6% | Reduced |
| Braidwell LP | 222,792 | $56.0M | 2.06% | +127,477+133.7% | Added |
| Bellevue Group AG | 203,046 | $51.1M | 0.78% | −34,206−14.4% | Reduced |
| Nuveen Asset Management, LLC | 176,280 | $44.3M | 0.01% | −1,399−0.8% | Reduced |
| American Century Companies Inc | 169,065 | $42.5M | 0.03% | +3,716+2.2% | Added |
| PFM Health Sciences, LP | 155,786 | $39.2M | 2.35% | −36,620−19.0% | Reduced |
| Alliancebernstein L.P. | 146,996 | $37.0M | 0.01% | +14,412+10.9% | Added |
| Artisan Partners Limited Partnership | 146,218 | $36.8M | 0.06% | +45,983+45.9% | Added |
| Principal Financial Group Inc | 142,981 | $36.0M | 0.02% | −265−0.2% | Reduced |
| TD Asset Management Inc | 136,514 | $34.3M | 0.03% | +4,780+3.6% | Added |
| Polar Capital Holdings Plc | 127,574 | $32.1M | 0.22% | −631−0.5% | Reduced |
| Goldman Sachs Group Inc | 122,815 | $30.9M | 0.01% | −76,786−38.5% | Reduced |
| Millennium Management LLC | 121,336 | $30.5M | 0.03% | −64,050−34.5% | Reduced |
| Dimensional Fund Advisors LP | 118,828 | $29.9M | 0.01% | +8,122+7.3% | Added |
| Rhumbline Advisers | 112,686 | $28.3M | 0.03% | −4,587−3.9% | Reduced |
| Amundi | 112,383 | $27.5M | 0.01% | +37,654+50.4% | Added |
| Manufacturers Life Insurance Company, The | 99,881 | $25.1M | 0.01% | +8,029+8.7% | Added |
| AXA S.A. | 97,456 | $24.5M | 0.08% | +7,828+8.7% | Added |
| Redmile Group, LLC | 95,242 | $24.0M | 0.86% | −59,834−38.6% | Reduced |
| Citadel Advisors LLC | 91,434 | $23.0M | 0.02% | −157,131−63.2% | Reduced |
| Loomis Sayles & Co L P | 86,760 | $21.8M | 0.03% | +86,733+321,233.3% | Added |
| Jane Street Group, LLC | 83,514 | $21.0M | 0.03% | +69,079+478.6% | Added |
| Qube Research & Technologies Ltd | 80,609 | $20.3M | 0.05% | +72,424+884.8% | Added |
| Soleus Capital Management, L.P. | 79,400 | $20.0M | 2.22% | +79,400 | New |
| Carret Asset Management, LLC | 79,000 | $19.9M | 2.53% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 73,000 | $18.4M | 0.00% | −16,593−18.5% | Reduced |
| Federated Hermes, Inc. | 72,515 | $18.2M | 0.05% | −65,094−47.3% | Reduced |
| Swiss National Bank | 72,000 | $18.1M | 0.01% | −7,900−9.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 67,303 | $16.9M | 0.01% | −440−0.6% | Reduced |
| Azimuth Capital Investment Management LLC | 66,201 | $16.7M | 0.75% | +12,088+22.3% | Added |
| California Public Employees Retirement System | 65,008 | $16.4M | 0.01% | −4,323−6.2% | Reduced |
| Neuberger Berman Group LLC | 62,335 | $15.7M | 0.01% | −2,121−3.3% | Reduced |
| UBS Asset Management Americas Inc | 61,673 | $15.5M | 0.01% | +2,143+3.6% | Added |
| Legal & General Group Plc | 61,590 | $15.5M | 0.00% | −1,285−2.0% | Reduced |
| Braun Stacey Associates Inc | 56,624 | $14.2M | 0.64% | −2,216−3.8% | Reduced |
| Wells Fargo & Company | 56,044 | $14.1M | 0.00% | −1,282−2.2% | Reduced |
| Ameriprise Financial Inc | 55,789 | $14.0M | 0.00% | +3,418+6.5% | Added |
| New York State Common Retirement Fund | 54,930 | $13.8M | 0.02% | +6,152+12.6% | Added |
| Credit Suisse AG | 52,929 | $13.3M | 0.01% | +5,649+11.9% | Added |
| American International Group, Inc. | 52,431 | $13.2M | 0.05% | −2,029−3.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 51,927 | $13.1M | 0.12% | −3,906−7.0% | Reduced |
| Marshall Wace, LLP | 50,681 | $12.7M | 0.02% | +5,912+13.2% | Added |
| State of Wisconsin Investment Board | 50,495 | $12.7M | 0.04% | +7,119+16.4% | Added |
| Retirement Systems of Alabama | 48,340 | $12.2M | 0.05% | +347+0.7% | Added |
| Bank of America Corp | 44,669 | $11.2M | 0.00% | −15,151−25.3% | Reduced |
| Canada Pension Plan Investment Board | 43,100 | $10.8M | 0.01% | +25,600+146.3% | Added |
| Primecap Management Co | 42,860 | $10.8M | 0.01% | −300−0.7% | Reduced |
| Man Group plc | 40,689 | $10.2M | 0.03% | – | – |
| Integral Health Asset Management, LLC | 40,000 | $10.1M | 1.45% | +40,000 | New |
| Bridgewater Associates, LP | 38,941 | $9.80M | 0.05% | +21,800+127.2% | Added |
| State Board of Administration of Florida Retirement System | 38,745 | $9.75M | 0.02% | +988+2.6% | Added |
| California State Teachers Retirement System | 38,609 | $9.71M | 0.01% | −1,603−4.0% | Reduced |
| New York State Teachers Retirement System | 37,888 | $9.53M | 0.02% | +200+0.5% | Added |
| Driehaus Capital Management LLC | 34,579 | $8.70M | 0.10% | −35−0.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 34,357 | $8.64M | 2.90% | 00.0% | Unchanged |
| Barclays PLC | 33,723 | $8.48M | 0.00% | +15,236+82.4% | Added |
| Texas Permanent School Fund | 33,341 | $8.39M | 0.07% | +697+2.1% | Added |
| Atika Capital Management LLC | 33,000 | $8.30M | 1.18% | −4,500−12.0% | Reduced |
| Deutsche Bank AG | 31,781 | $7.99M | 0.00% | +21,339+204.4% | Added |
| Victory Capital Management Inc | 31,352 | $7.89M | 0.01% | −3,233−9.3% | Reduced |
| Candriam Luxembourg S.C.A. | 30,573 | $7.69M | 0.05% | −14,319−31.9% | Reduced |
| Jennison Associates LLC | 29,829 | $7.50M | 0.01% | +29,829 | New |
| Balyasny Asset Management LLC | 29,367 | $7.39M | 0.02% | −106,445−78.4% | Reduced |
| ExodusPoint Capital Management, LP | 29,344 | $7.38M | 0.09% | +29,344 | New |
| Teachers Retirement System of the State of Kentucky | 29,096 | $7.32M | 0.07% | −2,318−7.4% | Reduced |
| Great West Life Assurance Co | 28,495 | $7.16M | 0.02% | −1,278−4.3% | Reduced |
| Wetherby Asset Management Inc | 26,836 | $6.75M | 0.35% | −260−1.0% | Reduced |
| Amalgamated Bank | 26,099 | $6.57M | 0.05% | −1,357−4.9% | Reduced |
| Mutual of America Capital Management LLC | 24,738 | $6.22M | 0.07% | −1,571−6.0% | Reduced |
| SEI Investments Co | 24,317 | $6.12M | 0.01% | +633+2.7% | Added |
| Public Employees Retirement System of Ohio | 24,225 | $6.09M | 0.02% | +9,413+63.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 24,000 | $6.04M | 0.15% | +16,000+200.0% | Added |
| Next Century Growth Investors LLC | 23,750 | $5.97M | 0.58% | −28,763−54.8% | Reduced |
| Beacon Pointe Advisors, LLC | 23,533 | $5.92M | 0.07% | +23,533 | New |
| MetLife Investment Management | 23,212 | $5.84M | 0.04% | −283−1.2% | Reduced |
| Trillium Asset Management, LLC | 22,944 | $5.77M | 0.16% | +8,022+53.8% | Added |
| E. Ohman J:or Asset Management AB | 22,500 | $5.66M | 0.21% | +2,000+9.8% | Added |