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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 8,522 | $2.14M | 0.08% | −98−1.1% | Reduced |
| Exome Asset Management LLC | 8,553 | $2.15M | 2.13% | +8,553 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 8,572 | $2.16M | 0.01% | +1,748+25.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,586 | $2.16M | 0.06% | +61+0.7% | Added |
| Mariner, LLC | 8,641 | $2.17M | 0.01% | +109+1.3% | Added |
| Teacher Retirement System of Texas | 8,769 | $2.21M | 0.02% | −2,329−21.0% | Reduced |
| Bessemer Group Inc | 8,976 | $2.26M | 0.00% | +2,591+40.6% | Added |
| Handelsbanken Fonder AB | 9,058 | $2.28M | 0.01% | +2,400+36.0% | Added |
| State of Michigan Retirement System | 9,214 | $2.32M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 9,216 | $2.32M | 0.00% | −1,887−17.0% | Reduced |
| Thrivent Financial for Lutherans | 9,642 | $2.42M | 0.01% | +18+0.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,539 | $2.44M | 0.00% | +2,167+25.9% | Added |
| Trexquant Investment LP | 10,067 | $2.53M | 0.06% | +10,067 | New |
| US Bancorp | 10,155 | $2.55M | 0.00% | −987−8.9% | Reduced |
| Arizona State Retirement System | 10,208 | $2.57M | 0.02% | −139−1.3% | Reduced |
| Envestnet Asset Management Inc | 10,446 | $2.63M | 0.00% | −3,775−26.5% | Reduced |
| Algert Global LLC | 10,470 | $2.63M | 0.11% | +3,110+42.3% | Added |
| Raymond James & Associates | 10,618 | $2.67M | 0.00% | −4,167−28.2% | Reduced |
| Illinois Municipal Retirement Fund | 10,793 | $2.71M | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 10,800 | $2.72M | 0.06% | −100−0.9% | Reduced |
| Oregon Public Employees Retirement Fund | 10,891 | $2.74M | 0.05% | +100+0.9% | Added |
| Thoroughbred Financial Services, LLC | 11,502 | $2.89M | 0.23% | −354−3.0% | Reduced |
| Polar Asset Management Partners Inc. | 11,968 | $3.01M | 0.08% | −139,000−92.1% | Reduced |
| Ensign Peak Advisors, Inc | 12,110 | $3.05M | 0.01% | +1,000+9.0% | Added |
| Russell Investments Group, Ltd. | 12,716 | $3.20M | 0.01% | −1,557−10.9% | Reduced |
| Blair William & Co | 13,417 | $3.37M | 0.01% | +4,119+44.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 15,000 | $3.77M | 0.07% | −7,500−33.3% | Reduced |
| Group One Trading, L.P. | 15,136 | $3.81M | 0.12% | +15,136 | New |
| Comerica Bank | 15,822 | $3.98M | 0.02% | +34+0.2% | Added |
| State of Tennessee, Treasury Department | 15,952 | $4.01M | 0.02% | −6,828−30.0% | Reduced |
| Treasurer of the State of North Carolina | 16,564 | $4.17M | 0.02% | +170+1.0% | Added |
| EULAV Asset Management | 18,100 | $4.55M | 0.14% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 18,399 | $4.63M | 0.05% | +234+1.3% | Added |
| Bank of Montreal | 17,679 | $4.63M | 0.00% | −3,657−17.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 19,576 | $4.92M | 0.09% | +19,576 | New |
| BNP Paribas Arbitrage, SA | 19,613 | $4.93M | 0.01% | +14,548+287.2% | Added |
| Silverarc Capital Management, LLC | 20,000 | $5.03M | 1.55% | +20,000 | New |
| Voya Investment Management LLC | 20,435 | $5.14M | 0.01% | −16,418−44.5% | Reduced |
| State of New Jersey Common Pension Fund D | 20,733 | $5.22M | 0.02% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 22,500 | $5.66M | 0.21% | +2,000+9.8% | Added |
| Trillium Asset Management, LLC | 22,944 | $5.77M | 0.16% | +8,022+53.8% | Added |
| MetLife Investment Management | 23,212 | $5.84M | 0.04% | −283−1.2% | Reduced |
| Beacon Pointe Advisors, LLC | 23,533 | $5.92M | 0.07% | +23,533 | New |
| Next Century Growth Investors LLC | 23,750 | $5.97M | 0.58% | −28,763−54.8% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 24,000 | $6.04M | 0.15% | +16,000+200.0% | Added |
| Public Employees Retirement System of Ohio | 24,225 | $6.09M | 0.02% | +9,413+63.5% | Added |
| SEI Investments Co | 24,317 | $6.12M | 0.01% | +633+2.7% | Added |
| Mutual of America Capital Management LLC | 24,738 | $6.22M | 0.07% | −1,571−6.0% | Reduced |
| Amalgamated Bank | 26,099 | $6.57M | 0.05% | −1,357−4.9% | Reduced |
| Wetherby Asset Management Inc | 26,836 | $6.75M | 0.35% | −260−1.0% | Reduced |
| Great West Life Assurance Co | 28,495 | $7.16M | 0.02% | −1,278−4.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 29,096 | $7.32M | 0.07% | −2,318−7.4% | Reduced |
| ExodusPoint Capital Management, LP | 29,344 | $7.38M | 0.09% | +29,344 | New |
| Balyasny Asset Management LLC | 29,367 | $7.39M | 0.02% | −106,445−78.4% | Reduced |
| Jennison Associates LLC | 29,829 | $7.50M | 0.01% | +29,829 | New |
| Candriam Luxembourg S.C.A. | 30,573 | $7.69M | 0.05% | −14,319−31.9% | Reduced |
| Victory Capital Management Inc | 31,352 | $7.89M | 0.01% | −3,233−9.3% | Reduced |
| Deutsche Bank AG | 31,781 | $7.99M | 0.00% | +21,339+204.4% | Added |
| Atika Capital Management LLC | 33,000 | $8.30M | 1.18% | −4,500−12.0% | Reduced |
| Texas Permanent School Fund | 33,341 | $8.39M | 0.07% | +697+2.1% | Added |
| Barclays PLC | 33,723 | $8.48M | 0.00% | +15,236+82.4% | Added |
| Oak Harbor Wealth Partners, LLC | 34,357 | $8.64M | 2.90% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 34,579 | $8.70M | 0.10% | −35−0.1% | Reduced |
| New York State Teachers Retirement System | 37,888 | $9.53M | 0.02% | +200+0.5% | Added |
| California State Teachers Retirement System | 38,609 | $9.71M | 0.01% | −1,603−4.0% | Reduced |
| State Board of Administration of Florida Retirement System | 38,745 | $9.75M | 0.02% | +988+2.6% | Added |
| Bridgewater Associates, LP | 38,941 | $9.80M | 0.05% | +21,800+127.2% | Added |
| Integral Health Asset Management, LLC | 40,000 | $10.1M | 1.45% | +40,000 | New |
| Man Group plc | 40,689 | $10.2M | 0.03% | – | – |
| Primecap Management Co | 42,860 | $10.8M | 0.01% | −300−0.7% | Reduced |
| Canada Pension Plan Investment Board | 43,100 | $10.8M | 0.01% | +25,600+146.3% | Added |
| Bank of America Corp | 44,669 | $11.2M | 0.00% | −15,151−25.3% | Reduced |
| Retirement Systems of Alabama | 48,340 | $12.2M | 0.05% | +347+0.7% | Added |
| State of Wisconsin Investment Board | 50,495 | $12.7M | 0.04% | +7,119+16.4% | Added |
| Marshall Wace, LLP | 50,681 | $12.7M | 0.02% | +5,912+13.2% | Added |
| Federation des caisses Desjardins du Quebec | 51,927 | $13.1M | 0.12% | −3,906−7.0% | Reduced |
| American International Group, Inc. | 52,431 | $13.2M | 0.05% | −2,029−3.7% | Reduced |
| Credit Suisse AG | 52,929 | $13.3M | 0.01% | +5,649+11.9% | Added |
| New York State Common Retirement Fund | 54,930 | $13.8M | 0.02% | +6,152+12.6% | Added |
| Ameriprise Financial Inc | 55,789 | $14.0M | 0.00% | +3,418+6.5% | Added |
| Wells Fargo & Company | 56,044 | $14.1M | 0.00% | −1,282−2.2% | Reduced |
| Braun Stacey Associates Inc | 56,624 | $14.2M | 0.64% | −2,216−3.8% | Reduced |
| Legal & General Group Plc | 61,590 | $15.5M | 0.00% | −1,285−2.0% | Reduced |
| UBS Asset Management Americas Inc | 61,673 | $15.5M | 0.01% | +2,143+3.6% | Added |
| Neuberger Berman Group LLC | 62,335 | $15.7M | 0.01% | −2,121−3.3% | Reduced |
| California Public Employees Retirement System | 65,008 | $16.4M | 0.01% | −4,323−6.2% | Reduced |
| Azimuth Capital Investment Management LLC | 66,201 | $16.7M | 0.75% | +12,088+22.3% | Added |
| T. Rowe Price Investment Management, Inc. | 67,303 | $16.9M | 0.01% | −440−0.6% | Reduced |
| Swiss National Bank | 72,000 | $18.1M | 0.01% | −7,900−9.9% | Reduced |
| Federated Hermes, Inc. | 72,515 | $18.2M | 0.05% | −65,094−47.3% | Reduced |
| JPMorgan Chase & Co | 73,000 | $18.4M | 0.00% | −16,593−18.5% | Reduced |
| Carret Asset Management, LLC | 79,000 | $19.9M | 2.53% | 00.0% | Unchanged |
| Soleus Capital Management, L.P. | 79,400 | $20.0M | 2.22% | +79,400 | New |
| Qube Research & Technologies Ltd | 80,609 | $20.3M | 0.05% | +72,424+884.8% | Added |
| Jane Street Group, LLC | 83,514 | $21.0M | 0.03% | +69,079+478.6% | Added |
| Loomis Sayles & Co L P | 86,760 | $21.8M | 0.03% | +86,733+321,233.3% | Added |
| Citadel Advisors LLC | 91,434 | $23.0M | 0.02% | −157,131−63.2% | Reduced |
| Redmile Group, LLC | 95,242 | $24.0M | 0.86% | −59,834−38.6% | Reduced |
| AXA S.A. | 97,456 | $24.5M | 0.08% | +7,828+8.7% | Added |
| Manufacturers Life Insurance Company, The | 99,881 | $25.1M | 0.01% | +8,029+8.7% | Added |