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 2024
Institutional positions in Penumbra Inc as of Mar 31, 2024. 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
- 342
- +5 vs. Q4 2023
- Shares held
- 33.7M
- −727.8K (−2.1%) vs. Q4 2023
- Total value
- $7.52B
- −$1.14B (−13.2%) vs. Q4 2023
- New holders
- 47
- 139 more added
- Sold out
- 42
- 105 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,805,506 | $1.30B | 0.09% | +16,052+0.3% | Added |
| BlackRock Inc. | 4,061,245 | $906.4M | 0.02% | +60,880+1.5% | Added |
| Vanguard Group Inc | 3,690,660 | $823.7M | 0.02% | +32,557+0.9% | Added |
| Price T Rowe Associates Inc | 3,025,823 | $675.3M | 0.08% | −78,767−2.5% | Reduced |
| State Street Corp | 1,204,327 | $268.8M | 0.01% | +103,220+9.4% | Added |
| Capital Research Global Investors | 1,130,866 | $252.4M | 0.06% | −1,546,923−57.8% | Reduced |
| Champlain Investment Partners, LLC | 1,084,595 | $242.1M | 1.39% | +616,700+131.8% | Added |
| William Blair Investment Management, LLC | 833,703 | $186.1M | 0.48% | +90,444+12.2% | Added |
| Clearbridge Investments, LLC | 786,336 | $175.5M | 0.14% | −14,491−1.8% | Reduced |
| RTW Investments, LP | 675,888 | $150.8M | 2.23% | +13,224+2.0% | Added |
| Baillie Gifford & Co | 634,319 | $141.6M | 0.11% | −13,634−2.1% | Reduced |
| Geode Capital Management, LLC | 615,849 | $137.5M | 0.01% | +23,883+4.0% | Added |
| Capital World Investors | 543,274 | $121.2M | 0.02% | 00.0% | Unchanged |
| Rock Springs Capital Management LP | 505,000 | $112.7M | 2.86% | −32,500−6.0% | Reduced |
| Morgan Stanley | 389,056 | $86.8M | 0.01% | +24,032+6.6% | Added |
| Eagle Asset Management Inc | 345,551 | $75.1M | 0.38% | −4,524−1.3% | Reduced |
| Bank of New York Mellon Corp | 322,498 | $72.0M | 0.01% | −14,418−4.3% | Reduced |
| Braidwell LP | 295,892 | $66.0M | 2.13% | +73,100+32.8% | Added |
| Norges Bank | 292,368 | $65.3M | 0.01% | −46,433−13.7% | Reduced |
| Franklin Resources Inc | 265,666 | $59.3M | 0.02% | +39,479+17.5% | Added |
| Charles Schwab Investment Management Inc | 255,520 | $57.0M | 0.01% | +5,419+2.2% | Added |
| Janus Henderson Group PLC | 254,802 | $56.9M | 0.03% | −2,523−1.0% | Reduced |
| Northern Trust Corp | 237,587 | $53.0M | 0.01% | −34,348−12.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 188,399 | $42.0M | 0.07% | −76,756−28.9% | Reduced |
| Bellevue Group AG | 181,158 | $40.4M | 0.62% | −21,888−10.8% | Reduced |
| Baird Financial Group, Inc. | 171,861 | $38.4M | 0.08% | +171,861 | New |
| Alliancebernstein L.P. | 171,124 | $38.2M | 0.01% | +24,128+16.4% | Added |
| American Century Companies Inc | 168,097 | $37.5M | 0.02% | −968−0.6% | Reduced |
| Nuveen Asset Management, LLC | 161,574 | $36.1M | 0.01% | −14,706−8.3% | Reduced |
| PFM Health Sciences, LP | 155,786 | $34.8M | 1.73% | 00.0% | Unchanged |
| Principal Financial Group Inc | 145,741 | $32.5M | 0.02% | +2,760+1.9% | Added |
| Artisan Partners Limited Partnership | 139,087 | $31.0M | 0.05% | −7,131−4.9% | Reduced |
| Dimensional Fund Advisors LP | 130,666 | $29.2M | 0.01% | +11,838+10.0% | Added |
| TD Asset Management Inc | 129,786 | $29.0M | 0.03% | −6,728−4.9% | Reduced |
| Qube Research & Technologies Ltd | 129,095 | $28.8M | 0.05% | +48,486+60.1% | Added |
| Balyasny Asset Management LLC | 126,261 | $28.2M | 0.07% | +96,894+329.9% | Added |
| Polar Capital Holdings Plc | 112,452 | $25.1M | 0.15% | −15,122−11.9% | Reduced |
| Rhumbline Advisers | 108,615 | $24.2M | 0.02% | −4,071−3.6% | Reduced |
| AXA S.A. | 105,535 | $23.6M | 0.07% | +8,079+8.3% | Added |
| Manufacturers Life Insurance Company, The | 103,132 | $23.0M | 0.02% | +3,251+3.3% | Added |
| JPMorgan Chase & Co | 102,610 | $22.9M | 0.00% | +29,610+40.6% | Added |
| Loomis Sayles & Co L P | 95,985 | $21.4M | 0.03% | +9,225+10.6% | Added |
| T. Rowe Price Investment Management, Inc. | 95,522 | $21.3M | 0.01% | +28,219+41.9% | Added |
| Millennium Management LLC | 94,116 | $21.0M | 0.02% | −27,220−22.4% | Reduced |
| Man Group plc | 91,194 | $20.4M | 0.05% | +50,505+124.1% | Added |
| Jennison Associates LLC | 87,139 | $19.4M | 0.01% | +57,310+192.1% | Added |
| Goldman Sachs Group Inc | 86,385 | $19.3M | 0.00% | −36,430−29.7% | Reduced |
| Soleus Capital Management, L.P. | 85,700 | $19.1M | 1.68% | +6,300+7.9% | Added |
| Amundi | 92,505 | $18.7M | 0.01% | −19,878−17.7% | Reduced |
| Bank of America Corp | 79,734 | $17.8M | 0.00% | +35,065+78.5% | Added |
| Carret Asset Management, LLC | 79,000 | $17.6M | 2.08% | 00.0% | Unchanged |
| C WorldWide Group Holding A/S | 77,000 | $17.2M | 0.20% | +77,000 | New |
| Swiss National Bank | 72,400 | $16.2M | 0.01% | +400+0.6% | Added |
| Integral Health Asset Management, LLC | 70,000 | $15.6M | 1.53% | +30,000+75.0% | Added |
| Twinbeech Capital LP | 67,759 | $15.1M | 0.31% | +67,759 | New |
| UBS Asset Management Americas Inc | 67,491 | $15.1M | 0.01% | +5,818+9.4% | Added |
| Invesco Ltd. | 63,051 | $14.1M | 0.00% | −315,627−83.3% | Reduced |
| Azimuth Capital Investment Management LLC | 62,650 | $14.0M | 0.58% | −3,551−5.4% | Reduced |
| Legal & General Group Plc | 61,803 | $13.8M | 0.00% | +213+0.3% | Added |
| Federated Hermes, Inc. | 61,750 | $13.8M | 0.03% | −10,765−14.8% | Reduced |
| Wells Fargo & Company | 58,980 | $13.2M | 0.00% | +2,936+5.2% | Added |
| Ameriprise Financial Inc | 55,011 | $12.3M | 0.00% | −778−1.4% | Reduced |
| Credit Suisse AG | 53,623 | $12.0M | 0.01% | +694+1.3% | Added |
| New York State Common Retirement Fund | 52,646 | $11.7M | 0.02% | −2,284−4.2% | Reduced |
| State Board of Administration of Florida Retirement System | 41,548 | $11.6M | 0.03% | +2,803+7.2% | Added |
| American International Group, Inc. | 51,377 | $11.5M | 0.04% | −1,054−2.0% | Reduced |
| California Public Employees Retirement System | 50,078 | $11.2M | 0.01% | −14,930−23.0% | Reduced |
| Squarepoint Ops LLC | 49,448 | $11.0M | 0.05% | +47,310+2,212.8% | Added |
| Retirement Systems of Alabama | 48,467 | $10.8M | 0.04% | +127+0.3% | Added |
| Rhenman & Partners Asset Management AB | 46,000 | $10.3M | 0.97% | +43,500+1,740.0% | Added |
| State of Wisconsin Investment Board | 45,707 | $10.2M | 0.03% | −4,788−9.5% | Reduced |
| Redmile Group, LLC | 44,613 | $9.96M | 0.37% | −50,629−53.2% | Reduced |
| Primecap Management Co | 42,860 | $9.57M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 42,715 | $9.53M | 0.01% | −48,719−53.3% | Reduced |
| Jane Street Group, LLC | 41,573 | $9.28M | 0.01% | −41,941−50.2% | Reduced |
| SEI Investments Co | 39,505 | $8.82M | 0.01% | +15,188+62.5% | Added |
| New York State Teachers Retirement System | 38,288 | $8.54M | 0.02% | +400+1.1% | Added |
| First Light Asset Management, LLC | 37,955 | $8.47M | 0.65% | +37,955 | New |
| Barclays PLC | 37,766 | $8.43M | 0.00% | +4,043+12.0% | Added |
| California State Teachers Retirement System | 36,668 | $8.18M | 0.01% | −1,941−5.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 34,607 | $7.72M | 2.40% | +250+0.7% | Added |
| Texas Permanent School Fund | 33,779 | $7.54M | 0.06% | +438+1.3% | Added |
| AQR Capital Management LLC | 33,049 | $7.38M | 0.01% | +32,058+3,234.9% | Added |
| Atika Capital Management LLC | 33,000 | $7.36M | 0.83% | 00.0% | Unchanged |
| Great West Life Assurance Co | 29,054 | $6.49M | 0.01% | +559+2.0% | Added |
| Teachers Retirement System of the State of Kentucky | 28,746 | $6.42M | 0.06% | −350−1.2% | Reduced |
| Wetherby Asset Management Inc | 26,839 | $5.99M | 0.29% | +30.0% | Added |
| Congress Asset Management Co | 26,576 | $5.93M | 0.04% | +20,981+375.0% | Added |
| Aquatic Capital Management LLC | 26,500 | $5.91M | 0.19% | +18,100+215.5% | Added |
| Group One Trading, L.P. | 25,152 | $5.61M | 0.20% | +10,016+66.2% | Added |
| Mutual of America Capital Management LLC | 23,921 | $5.34M | 0.06% | −817−3.3% | Reduced |
| Bank of Montreal | 23,246 | $5.28M | 0.00% | +5,567+31.5% | Added |
| Trillium Asset Management, LLC | 23,401 | $5.22M | 0.13% | +457+2.0% | Added |
| MetLife Investment Management | 22,658 | $5.06M | 0.03% | −554−2.4% | Reduced |
| Voya Investment Management LLC | 22,102 | $4.93M | 0.00% | +1,667+8.2% | Added |
| Point72 Hong Kong Ltd | 21,425 | $4.78M | 0.24% | +21,425 | New |
| Amalgamated Bank | 21,318 | $4.76M | 0.04% | −4,781−18.3% | Reduced |
| Next Century Growth Investors LLC | 21,290 | $4.75M | 0.41% | −2,460−10.4% | Reduced |
| State of New Jersey Common Pension Fund D | 20,733 | $4.63M | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 20,435 | $4.56M | 0.01% | −30,246−59.7% | Reduced |