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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 95,985 | $21.4M | 0.03% | +9,225+10.6% | Added |
| JPMorgan Chase & Co | 102,610 | $22.9M | 0.00% | +29,610+40.6% | Added |
| Manufacturers Life Insurance Company, The | 103,132 | $23.0M | 0.02% | +3,251+3.3% | Added |
| AXA S.A. | 105,535 | $23.6M | 0.07% | +8,079+8.3% | Added |
| Rhumbline Advisers | 108,615 | $24.2M | 0.02% | −4,071−3.6% | Reduced |
| Polar Capital Holdings Plc | 112,452 | $25.1M | 0.15% | −15,122−11.9% | Reduced |
| Balyasny Asset Management LLC | 126,261 | $28.2M | 0.07% | +96,894+329.9% | Added |
| Qube Research & Technologies Ltd | 129,095 | $28.8M | 0.05% | +48,486+60.1% | Added |
| TD Asset Management Inc | 129,786 | $29.0M | 0.03% | −6,728−4.9% | Reduced |
| Dimensional Fund Advisors LP | 130,666 | $29.2M | 0.01% | +11,838+10.0% | Added |
| Artisan Partners Limited Partnership | 139,087 | $31.0M | 0.05% | −7,131−4.9% | Reduced |
| Principal Financial Group Inc | 145,741 | $32.5M | 0.02% | +2,760+1.9% | Added |
| PFM Health Sciences, LP | 155,786 | $34.8M | 1.73% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 161,574 | $36.1M | 0.01% | −14,706−8.3% | Reduced |
| American Century Companies Inc | 168,097 | $37.5M | 0.02% | −968−0.6% | Reduced |
| Alliancebernstein L.P. | 171,124 | $38.2M | 0.01% | +24,128+16.4% | Added |
| Baird Financial Group, Inc. | 171,861 | $38.4M | 0.08% | +171,861 | New |
| Bellevue Group AG | 181,158 | $40.4M | 0.62% | −21,888−10.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 188,399 | $42.0M | 0.07% | −76,756−28.9% | Reduced |
| Northern Trust Corp | 237,587 | $53.0M | 0.01% | −34,348−12.6% | Reduced |
| Janus Henderson Group PLC | 254,802 | $56.9M | 0.03% | −2,523−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 255,520 | $57.0M | 0.01% | +5,419+2.2% | Added |
| Franklin Resources Inc | 265,666 | $59.3M | 0.02% | +39,479+17.5% | Added |
| Norges Bank | 292,368 | $65.3M | 0.01% | −46,433−13.7% | Reduced |
| Braidwell LP | 295,892 | $66.0M | 2.13% | +73,100+32.8% | Added |
| Bank of New York Mellon Corp | 322,498 | $72.0M | 0.01% | −14,418−4.3% | Reduced |
| Eagle Asset Management Inc | 345,551 | $75.1M | 0.38% | −4,524−1.3% | Reduced |
| Morgan Stanley | 389,056 | $86.8M | 0.01% | +24,032+6.6% | Added |
| Rock Springs Capital Management LP | 505,000 | $112.7M | 2.86% | −32,500−6.0% | Reduced |
| Capital World Investors | 543,274 | $121.2M | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 615,849 | $137.5M | 0.01% | +23,883+4.0% | Added |
| Baillie Gifford & Co | 634,319 | $141.6M | 0.11% | −13,634−2.1% | Reduced |
| RTW Investments, LP | 675,888 | $150.8M | 2.23% | +13,224+2.0% | Added |
| Clearbridge Investments, LLC | 786,336 | $175.5M | 0.14% | −14,491−1.8% | Reduced |
| William Blair Investment Management, LLC | 833,703 | $186.1M | 0.48% | +90,444+12.2% | Added |
| Champlain Investment Partners, LLC | 1,084,595 | $242.1M | 1.39% | +616,700+131.8% | Added |
| Capital Research Global Investors | 1,130,866 | $252.4M | 0.06% | −1,546,923−57.8% | Reduced |
| State Street Corp | 1,204,327 | $268.8M | 0.01% | +103,220+9.4% | Added |
| Price T Rowe Associates Inc | 3,025,823 | $675.3M | 0.08% | −78,767−2.5% | Reduced |
| Vanguard Group Inc | 3,690,660 | $823.7M | 0.02% | +32,557+0.9% | Added |
| BlackRock Inc. | 4,061,245 | $906.4M | 0.02% | +60,880+1.5% | Added |
| FMR LLC | 5,805,506 | $1.30B | 0.09% | +16,052+0.3% | Added |
| Braun Stacey Associates Inc | 0 | $0 | 0.00% | −56,624−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −34,579−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Silverarc Capital Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −8,572−100.0% | Sold out |
| Affinity Asset Advisors, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −4,602−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,820−100.0% | Sold out |
| Destination Wealth Management | 0 | $0 | 0.00% | −2,819−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −2,693−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,548−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Sofinnova Investments, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −1,423−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −1,357−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −1,351−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,013−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −918−100.0% | Sold out |
| JFG Wealth Management, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Wescott Financial Advisory Group, LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −838−100.0% | Sold out |
| JGP Global Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| M&R Capital Management Inc | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Caldwell Sutter Capital, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Able Wealth Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |