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 |
|---|---|---|---|---|---|
| Cynosure Management, LLC | 1,427 | $318.5K | 0.06% | +1,427 | New |
| NEOS Investment Management LLC | 1,433 | $319.8K | 0.02% | +1,433 | New |
| Norden Group LLC | 1,438 | $320.9K | 0.07% | +1,438 | New |
| PDT Partners, LLC | 1,521 | $339.5K | 0.03% | −15−1.0% | Reduced |
| Profund Advisors LLC | 1,528 | $341.0K | 0.01% | +274+21.9% | Added |
| D. E. Shaw & Co., Inc. | 1,559 | $347.9K | 0.00% | +1,559 | New |
| Shelton Capital Management | 1,630 | $363.8K | 0.01% | +758+86.9% | Added |
| Silvercrest Asset Management Group LLC | 1,680 | $374.9K | 0.00% | +55+3.4% | Added |
| Campbell & CO Investment Adviser LLC | 1,722 | $384.3K | 0.03% | +1,722 | New |
| Walleye Trading LLC | 1,753 | $391.2K | 0.01% | +444+33.9% | Added |
| Quent Capital, LLC | 1,776 | $396.4K | 0.05% | +1,766+17,660.0% | Added |
| Gsa Capital Partners LLP | 1,792 | $400.0K | 0.03% | +471+35.7% | Added |
| Axq Capital, LP | 1,820 | $406.2K | 0.10% | +1,820 | New |
| Pearl River Capital, LLC | 1,837 | $410.0K | 0.06% | +1,837 | New |
| Yorktown Management & Research Co Inc | 1,850 | $412.9K | 0.39% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,931 | $431.0K | 0.02% | +1,931 | New |
| Mercer Global Advisors Inc | 2,063 | $460.0K | 0.00% | +285+16.0% | Added |
| Keebeck Alpha, LP | 2,069 | $461.8K | 0.30% | +851+69.9% | Added |
| ProShare Advisors LLC | 2,109 | $470.7K | 0.00% | −195−8.5% | Reduced |
| HighTower Advisors, LLC | 2,122 | $473.0K | 0.00% | +153+7.8% | Added |
| Blueshift Asset Management, LLC | 2,157 | $481.4K | 0.25% | +2,157 | New |
| Susquehanna Portfolio Strategies, LLC | 2,167 | $483.6K | 0.01% | −17,409−88.9% | Reduced |
| Seaport Global Advisors, LLC | 2,225 | $496.6K | 1.01% | −1,168−34.4% | Reduced |
| Abbot Financial Management, Inc. | 2,238 | $499.5K | 0.28% | +156+7.5% | Added |
| Royal Bank of Canada | 2,298 | $514.0K | 0.00% | −146−6.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,371 | $529.2K | 0.00% | +738+45.2% | Added |
| VCI Wealth Management LLC | 2,487 | $555.0K | 0.38% | +2,487 | New |
| QRG Capital Management, Inc. | 2,547 | $568.4K | 0.01% | −573−18.4% | Reduced |
| Prudential Financial Inc | 2,567 | $572.9K | 0.00% | −185−6.7% | Reduced |
| Maryland State Retirement & Pension System | 2,765 | $579.7K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 2,766 | $617.4K | 0.00% | −485−14.9% | Reduced |
| Vestcor Inc | 2,806 | $626.0K | 0.02% | +2,806 | New |
| CI Private Wealth, LLC | 2,861 | $638.5K | 0.00% | −854−23.0% | Reduced |
| Crossmark Global Holdings, Inc. | 2,872 | $641.0K | 0.01% | +59+2.1% | Added |
| Leavell Investment Management, Inc. | 2,900 | $647.0K | 0.04% | −1,100−27.5% | Reduced |
| Scientech Research LLC | 2,914 | $650.3K | 0.34% | +2,914 | New |
| Rathbone Brothers plc | 3,000 | $669.5K | 0.00% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 3,046 | $679.8K | 0.07% | +3,046 | New |
| Janney Montgomery Scott LLC | 3,088 | $689.0K | 0.00% | +3,088 | New |
| Cinctive Capital Management LP | 3,118 | $695.9K | 0.04% | +3,118 | New |
| Van Eck Associates Corp | 3,129 | $698.0K | 0.00% | +3,129 | New |
| Securian Asset Management, Inc | 3,155 | $704.1K | 0.02% | −100−3.1% | Reduced |
| Inceptionr LLC | 3,231 | $721.1K | 0.19% | +2,324+256.2% | Added |
| Baker Avenue Asset Management, LP | 3,272 | $730.2K | 0.03% | −9−0.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,575 | $730.8K | 0.13% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 3,313 | $739.4K | 0.06% | +3,313 | New |
| Wolverine Trading, LLC | 3,370 | $752.1K | 0.01% | +759+29.1% | Added |
| Pathstone Holdings, LLC | 3,467 | $773.8K | 0.00% | +399+13.0% | Added |
| Citigroup Inc | 3,598 | $803.0K | 0.00% | −683−16.0% | Reduced |
| Prelude Capital Management, LLC | 3,686 | $822.6K | 0.06% | +2,188+146.1% | Added |
| Two Sigma Investments, LP | 3,701 | $826.0K | 0.00% | +1,601+76.2% | Added |
| Adviser Investments LLC | 3,825 | $853.7K | 0.01% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 3,951 | $881.8K | 0.18% | +2,708+217.9% | Added |
| Employees Retirement System of Texas | 3,999 | $892.0K | 0.01% | +2,072+107.5% | Added |
| S&CO Inc | 4,000 | $892.0K | 0.06% | +4,000 | New |
| Virtu Financial LLC | 4,011 | $895.0K | 0.07% | +1,529+61.6% | Added |
| Public Employees Retirement Association of Colorado | 4,071 | $909.0K | 0.00% | −296−6.8% | Reduced |
| JustInvest LLC | 4,135 | $922.8K | 0.02% | −1,275−23.6% | Reduced |
| Graham Capital Management, L.P. | 4,141 | $924.2K | 0.03% | −2,709−39.5% | Reduced |
| State of Alaska, Department of Revenue | 4,185 | $934.0K | 0.01% | +15+0.4% | Added |
| New York Life Investment Management LLC | 4,274 | $953.9K | 0.01% | −84−1.9% | Reduced |
| Pictet Asset Management Holding SA | 4,593 | $1.03M | 0.00% | +351+8.3% | Added |
| Exchange Traded Concepts, LLC | 4,624 | $1.03M | 0.03% | +9+0.2% | Added |
| Highland Capital Management, LLC | 4,777 | $1.07M | 0.06% | +11+0.2% | Added |
| Gotham Asset Management, LLC | 4,868 | $1.09M | 0.02% | +4,069+509.3% | Added |
| Toroso Investments, LLC | 4,971 | $1.11M | 0.02% | +3,652+276.9% | Added |
| Washington Trust Advisors, Inc. | 4,996 | $1.12M | 0.10% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,138 | $1.15M | 0.02% | +5,138 | New |
| Tower Research Capital LLC (TRC) | 5,339 | $1.19M | 0.03% | +1,162+27.8% | Added |
| Summit Trail Advisors, LLC | 5,343 | $1.19M | 0.03% | −11−0.2% | Reduced |
| Walleye Capital LLC | 5,344 | $1.19M | 0.01% | +2,928+121.2% | Added |
| Russell Investments Group, Ltd. | 5,400 | $1.21M | 0.00% | −7,316−57.5% | Reduced |
| Cubist Systematic Strategies, LLC | 5,714 | $1.28M | 0.01% | +5,714 | New |
| Linden Thomas Advisory Services, LLC | 5,788 | $1.29M | 0.21% | +115+2.0% | Added |
| UBS Oconnor LLC | 5,798 | $1.29M | 0.04% | +150+2.7% | Added |
| Pacer Advisors, Inc. | 5,872 | $1.31M | 0.00% | −2,191−27.2% | Reduced |
| Fox Run Management, L.L.C. | 6,162 | $1.38M | 0.30% | +3,272+113.2% | Added |
| Bessemer Group Inc | 6,229 | $1.39M | 0.00% | −2,747−30.6% | Reduced |
| Oak Ridge Investments LLC | 6,271 | $1.40M | 0.14% | −314−4.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,272 | $1.40M | 0.00% | −373−5.6% | Reduced |
| Allianz Asset Management GmbH | 6,282 | $1.40M | 0.00% | −900−12.5% | Reduced |
| Utah Retirement Systems | 6,317 | $1.41M | 0.02% | −47−0.7% | Reduced |
| BNP Paribas Arbitrage, SA | 6,673 | $1.49M | 0.00% | −12,940−66.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,703 | $1.50M | 0.16% | +1,949+41.0% | Added |
| Diversified Trust Co | 6,720 | $1.50M | 0.05% | +3,552+112.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,793 | $1.52M | 0.00% | +27+0.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,825 | $1.52M | 0.11% | +6,825 | New |
| Motley Fool Asset Management LLC | 6,967 | $1.55M | 0.10% | −62−0.9% | Reduced |
| XTX Topco Ltd | 6,977 | $1.56M | 0.21% | +6,174+768.9% | Added |
| Teacher Retirement System of Texas | 7,149 | $1.60M | 0.01% | −1,620−18.5% | Reduced |
| Genus Capital Management Inc. | 7,300 | $1.63M | 0.21% | +7,300 | New |
| Exome Asset Management LLC | 7,353 | $1.64M | 1.41% | −1,200−14.0% | Reduced |
| ClariVest Asset Management LLC | 7,504 | $1.67M | 0.17% | −67−0.9% | Reduced |
| New Mexico Educational Retirement Board | 7,800 | $1.74M | 0.06% | 00.0% | Unchanged |
| AlTi Global, Inc. | 7,804 | $1.74M | 0.05% | 00.0% | Unchanged |
| Xponance, Inc. | 8,259 | $1.84M | 0.02% | +107+1.3% | Added |
| Ameritas Investment Partners, Inc. | 8,522 | $1.90M | 0.07% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,538 | $1.91M | 0.01% | +21+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,609 | $1.92M | 0.05% | +23+0.3% | Added |
| Mariner, LLC | 8,689 | $1.94M | 0.00% | +48+0.6% | Added |