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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 9,058 | $2.02M | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 9,118 | $2.03M | 0.06% | +5,618+160.5% | Added |
| Guggenheim Capital LLC | 9,304 | $2.08M | 0.01% | +7,152+332.3% | Added |
| State of Michigan Retirement System | 9,514 | $2.12M | 0.01% | +300+3.3% | Added |
| Oregon Public Employees Retirement Fund | 9,541 | $2.13M | 0.04% | −1,350−12.4% | Reduced |
| Thrivent Financial for Lutherans | 9,672 | $2.16M | 0.00% | +30+0.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,698 | $2.16M | 0.00% | −841−8.0% | Reduced |
| Verition Fund Management LLC | 9,813 | $2.19M | 0.02% | +8,463+626.9% | Added |
| Centiva Capital, LP | 10,075 | $2.25M | 0.13% | +1,826+22.1% | Added |
| Arizona State Retirement System | 10,077 | $2.25M | 0.02% | −131−1.3% | Reduced |
| Algert Global LLC | 10,150 | $2.27M | 0.09% | −320−3.1% | Reduced |
| Thoroughbred Financial Services, LLC | 10,239 | $2.29M | 0.22% | −1,263−11.0% | Reduced |
| Canada Pension Plan Investment Board | 10,600 | $2.37M | 0.00% | −32,500−75.4% | Reduced |
| US Bancorp | 10,689 | $2.39M | 0.00% | +534+5.3% | Added |
| Illinois Municipal Retirement Fund | 10,793 | $2.41M | 0.04% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 11,100 | $2.48M | 0.05% | +300+2.8% | Added |
| LPL Financial LLC | 11,231 | $2.51M | 0.00% | +4,859+76.3% | Added |
| Congress Wealth Management LLC | 11,356 | $2.53M | 0.04% | +5,988+111.5% | Added |
| Victory Capital Management Inc | 11,368 | $2.54M | 0.00% | −19,984−63.7% | Reduced |
| Deutsche Bank AG | 11,973 | $2.67M | 0.00% | −19,808−62.3% | Reduced |
| LMR Partners LLP | 11,992 | $2.68M | 0.07% | +3,508+41.3% | Added |
| Neuberger Berman Group LLC | 12,269 | $2.74M | 0.00% | −50,066−80.3% | Reduced |
| Ensign Peak Advisors, Inc | 12,671 | $2.83M | 0.01% | +561+4.6% | Added |
| PEAK6 Investments LLC | 12,882 | $2.88M | 0.14% | +5,570+76.2% | Added |
| Trexquant Investment LP | 12,963 | $2.89M | 0.06% | +2,896+28.8% | Added |
| Raymond James & Associates | 14,076 | $3.14M | 0.00% | +3,458+32.6% | Added |
| UBS Group AG | 14,630 | $3.27M | 0.00% | +5,414+58.7% | Added |
| Polar Asset Management Partners Inc. | 14,761 | $3.29M | 0.09% | +2,793+23.3% | Added |
| State of Tennessee, Treasury Department | 15,000 | $3.35M | 0.01% | −952−6.0% | Reduced |
| Comerica Bank | 15,308 | $3.42M | 0.01% | −514−3.2% | Reduced |
| E. Ohman J:or Asset Management AB | 15,312 | $3.42M | 0.09% | −7,188−31.9% | Reduced |
| Engineers Gate Manager LP | 15,343 | $3.42M | 0.09% | +14,122+1,156.6% | Added |
| Candriam Luxembourg S.C.A. | 16,171 | $3.61M | 0.02% | −14,402−47.1% | Reduced |
| Treasurer of the State of North Carolina | 16,199 | $3.62M | 0.02% | −365−2.2% | Reduced |
| Beacon Pointe Advisors, LLC | 16,443 | $3.67M | 0.04% | −7,090−30.1% | Reduced |
| Blair William & Co | 16,674 | $3.72M | 0.01% | +3,257+24.3% | Added |
| Yousif Capital Management, LLC | 17,941 | $4.00M | 0.04% | −458−2.5% | Reduced |
| EULAV Asset Management | 18,100 | $4.04M | 0.11% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 18,864 | $4.21M | 0.00% | +8,418+80.6% | Added |
| ExodusPoint Capital Management, LP | 20,060 | $4.48M | 0.06% | −9,284−31.6% | Reduced |
| Public Employees Retirement System of Ohio | 20,232 | $4.52M | 0.02% | −3,993−16.5% | Reduced |
| Bridgewater Associates, LP | 20,364 | $4.54M | 0.02% | −18,577−47.7% | Reduced |
| Marshall Wace, LLP | 20,435 | $4.56M | 0.01% | −30,246−59.7% | Reduced |
| State of New Jersey Common Pension Fund D | 20,733 | $4.63M | 0.01% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 21,290 | $4.75M | 0.41% | −2,460−10.4% | Reduced |
| Amalgamated Bank | 21,318 | $4.76M | 0.04% | −4,781−18.3% | Reduced |
| Point72 Hong Kong Ltd | 21,425 | $4.78M | 0.24% | +21,425 | New |
| Voya Investment Management LLC | 22,102 | $4.93M | 0.00% | +1,667+8.2% | Added |
| MetLife Investment Management | 22,658 | $5.06M | 0.03% | −554−2.4% | Reduced |
| Trillium Asset Management, LLC | 23,401 | $5.22M | 0.13% | +457+2.0% | Added |
| Bank of Montreal | 23,246 | $5.28M | 0.00% | +5,567+31.5% | Added |
| Mutual of America Capital Management LLC | 23,921 | $5.34M | 0.06% | −817−3.3% | Reduced |
| Group One Trading, L.P. | 25,152 | $5.61M | 0.20% | +10,016+66.2% | Added |
| Aquatic Capital Management LLC | 26,500 | $5.91M | 0.19% | +18,100+215.5% | Added |
| Congress Asset Management Co | 26,576 | $5.93M | 0.04% | +20,981+375.0% | Added |
| Wetherby Asset Management Inc | 26,839 | $5.99M | 0.29% | +30.0% | Added |
| Teachers Retirement System of the State of Kentucky | 28,746 | $6.42M | 0.06% | −350−1.2% | Reduced |
| Great West Life Assurance Co | 29,054 | $6.49M | 0.01% | +559+2.0% | Added |
| Atika Capital Management LLC | 33,000 | $7.36M | 0.83% | 00.0% | Unchanged |
| AQR Capital Management LLC | 33,049 | $7.38M | 0.01% | +32,058+3,234.9% | Added |
| Texas Permanent School Fund | 33,779 | $7.54M | 0.06% | +438+1.3% | Added |
| Oak Harbor Wealth Partners, LLC | 34,607 | $7.72M | 2.40% | +250+0.7% | Added |
| California State Teachers Retirement System | 36,668 | $8.18M | 0.01% | −1,941−5.0% | Reduced |
| Barclays PLC | 37,766 | $8.43M | 0.00% | +4,043+12.0% | Added |
| First Light Asset Management, LLC | 37,955 | $8.47M | 0.65% | +37,955 | New |
| New York State Teachers Retirement System | 38,288 | $8.54M | 0.02% | +400+1.1% | Added |
| SEI Investments Co | 39,505 | $8.82M | 0.01% | +15,188+62.5% | Added |
| Jane Street Group, LLC | 41,573 | $9.28M | 0.01% | −41,941−50.2% | Reduced |
| Citadel Advisors LLC | 42,715 | $9.53M | 0.01% | −48,719−53.3% | Reduced |
| Primecap Management Co | 42,860 | $9.57M | 0.01% | 00.0% | Unchanged |
| Redmile Group, LLC | 44,613 | $9.96M | 0.37% | −50,629−53.2% | Reduced |
| State of Wisconsin Investment Board | 45,707 | $10.2M | 0.03% | −4,788−9.5% | Reduced |
| Rhenman & Partners Asset Management AB | 46,000 | $10.3M | 0.97% | +43,500+1,740.0% | Added |
| Retirement Systems of Alabama | 48,467 | $10.8M | 0.04% | +127+0.3% | Added |
| Squarepoint Ops LLC | 49,448 | $11.0M | 0.05% | +47,310+2,212.8% | Added |
| California Public Employees Retirement System | 50,078 | $11.2M | 0.01% | −14,930−23.0% | Reduced |
| American International Group, Inc. | 51,377 | $11.5M | 0.04% | −1,054−2.0% | Reduced |
| State Board of Administration of Florida Retirement System | 41,548 | $11.6M | 0.03% | +2,803+7.2% | Added |
| New York State Common Retirement Fund | 52,646 | $11.7M | 0.02% | −2,284−4.2% | Reduced |
| Credit Suisse AG | 53,623 | $12.0M | 0.01% | +694+1.3% | Added |
| Ameriprise Financial Inc | 55,011 | $12.3M | 0.00% | −778−1.4% | Reduced |
| Wells Fargo & Company | 58,980 | $13.2M | 0.00% | +2,936+5.2% | Added |
| Federated Hermes, Inc. | 61,750 | $13.8M | 0.03% | −10,765−14.8% | Reduced |
| Legal & General Group Plc | 61,803 | $13.8M | 0.00% | +213+0.3% | Added |
| Azimuth Capital Investment Management LLC | 62,650 | $14.0M | 0.58% | −3,551−5.4% | Reduced |
| Invesco Ltd. | 63,051 | $14.1M | 0.00% | −315,627−83.3% | Reduced |
| UBS Asset Management Americas Inc | 67,491 | $15.1M | 0.01% | +5,818+9.4% | Added |
| Twinbeech Capital LP | 67,759 | $15.1M | 0.31% | +67,759 | New |
| Integral Health Asset Management, LLC | 70,000 | $15.6M | 1.53% | +30,000+75.0% | Added |
| Swiss National Bank | 72,400 | $16.2M | 0.01% | +400+0.6% | Added |
| C WorldWide Group Holding A/S | 77,000 | $17.2M | 0.20% | +77,000 | New |
| Carret Asset Management, LLC | 79,000 | $17.6M | 2.08% | 00.0% | Unchanged |
| Bank of America Corp | 79,734 | $17.8M | 0.00% | +35,065+78.5% | Added |
| Amundi | 92,505 | $18.7M | 0.01% | −19,878−17.7% | Reduced |
| Soleus Capital Management, L.P. | 85,700 | $19.1M | 1.68% | +6,300+7.9% | Added |
| Goldman Sachs Group Inc | 86,385 | $19.3M | 0.00% | −36,430−29.7% | Reduced |
| Jennison Associates LLC | 87,139 | $19.4M | 0.01% | +57,310+192.1% | Added |
| Man Group plc | 91,194 | $20.4M | 0.05% | +50,505+124.1% | Added |
| Millennium Management LLC | 94,116 | $21.0M | 0.02% | −27,220−22.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 95,522 | $21.3M | 0.01% | +28,219+41.9% | Added |