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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 20,364 | $4.54M | 0.02% | −18,577−47.7% | Reduced |
| Public Employees Retirement System of Ohio | 20,232 | $4.52M | 0.02% | −3,993−16.5% | Reduced |
| ExodusPoint Capital Management, LP | 20,060 | $4.48M | 0.06% | −9,284−31.6% | Reduced |
| Envestnet Asset Management Inc | 18,864 | $4.21M | 0.00% | +8,418+80.6% | Added |
| EULAV Asset Management | 18,100 | $4.04M | 0.11% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 17,941 | $4.00M | 0.04% | −458−2.5% | Reduced |
| Blair William & Co | 16,674 | $3.72M | 0.01% | +3,257+24.3% | Added |
| Beacon Pointe Advisors, LLC | 16,443 | $3.67M | 0.04% | −7,090−30.1% | Reduced |
| Treasurer of the State of North Carolina | 16,199 | $3.62M | 0.02% | −365−2.2% | Reduced |
| Candriam Luxembourg S.C.A. | 16,171 | $3.61M | 0.02% | −14,402−47.1% | Reduced |
| Engineers Gate Manager LP | 15,343 | $3.42M | 0.09% | +14,122+1,156.6% | Added |
| E. Ohman J:or Asset Management AB | 15,312 | $3.42M | 0.09% | −7,188−31.9% | Reduced |
| Comerica Bank | 15,308 | $3.42M | 0.01% | −514−3.2% | Reduced |
| State of Tennessee, Treasury Department | 15,000 | $3.35M | 0.01% | −952−6.0% | Reduced |
| Polar Asset Management Partners Inc. | 14,761 | $3.29M | 0.09% | +2,793+23.3% | Added |
| UBS Group AG | 14,630 | $3.27M | 0.00% | +5,414+58.7% | Added |
| Raymond James & Associates | 14,076 | $3.14M | 0.00% | +3,458+32.6% | Added |
| Trexquant Investment LP | 12,963 | $2.89M | 0.06% | +2,896+28.8% | Added |
| PEAK6 Investments LLC | 12,882 | $2.88M | 0.14% | +5,570+76.2% | Added |
| Ensign Peak Advisors, Inc | 12,671 | $2.83M | 0.01% | +561+4.6% | Added |
| Neuberger Berman Group LLC | 12,269 | $2.74M | 0.00% | −50,066−80.3% | Reduced |
| LMR Partners LLP | 11,992 | $2.68M | 0.07% | +3,508+41.3% | Added |
| Deutsche Bank AG | 11,973 | $2.67M | 0.00% | −19,808−62.3% | Reduced |
| Victory Capital Management Inc | 11,368 | $2.54M | 0.00% | −19,984−63.7% | Reduced |
| Congress Wealth Management LLC | 11,356 | $2.53M | 0.04% | +5,988+111.5% | Added |
| LPL Financial LLC | 11,231 | $2.51M | 0.00% | +4,859+76.3% | Added |
| Louisiana State Employees Retirement System | 11,100 | $2.48M | 0.05% | +300+2.8% | Added |
| Illinois Municipal Retirement Fund | 10,793 | $2.41M | 0.04% | 00.0% | Unchanged |
| US Bancorp | 10,689 | $2.39M | 0.00% | +534+5.3% | Added |
| Canada Pension Plan Investment Board | 10,600 | $2.37M | 0.00% | −32,500−75.4% | Reduced |
| Thoroughbred Financial Services, LLC | 10,239 | $2.29M | 0.22% | −1,263−11.0% | Reduced |
| Algert Global LLC | 10,150 | $2.27M | 0.09% | −320−3.1% | Reduced |
| Arizona State Retirement System | 10,077 | $2.25M | 0.02% | −131−1.3% | Reduced |
| Centiva Capital, LP | 10,075 | $2.25M | 0.13% | +1,826+22.1% | Added |
| Verition Fund Management LLC | 9,813 | $2.19M | 0.02% | +8,463+626.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,698 | $2.16M | 0.00% | −841−8.0% | Reduced |
| Thrivent Financial for Lutherans | 9,672 | $2.16M | 0.00% | +30+0.3% | Added |
| Oregon Public Employees Retirement Fund | 9,541 | $2.13M | 0.04% | −1,350−12.4% | Reduced |
| State of Michigan Retirement System | 9,514 | $2.12M | 0.01% | +300+3.3% | Added |
| Guggenheim Capital LLC | 9,304 | $2.08M | 0.01% | +7,152+332.3% | Added |
| Jump Financial, LLC | 9,118 | $2.03M | 0.06% | +5,618+160.5% | Added |
| Handelsbanken Fonder AB | 9,058 | $2.02M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 8,689 | $1.94M | 0.00% | +48+0.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,609 | $1.92M | 0.05% | +23+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,538 | $1.91M | 0.01% | +21+0.2% | Added |
| Ameritas Investment Partners, Inc. | 8,522 | $1.90M | 0.07% | 00.0% | Unchanged |
| Xponance, Inc. | 8,259 | $1.84M | 0.02% | +107+1.3% | Added |
| AlTi Global, Inc. | 7,804 | $1.74M | 0.05% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 7,800 | $1.74M | 0.06% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7,504 | $1.67M | 0.17% | −67−0.9% | Reduced |
| Exome Asset Management LLC | 7,353 | $1.64M | 1.41% | −1,200−14.0% | Reduced |
| Genus Capital Management Inc. | 7,300 | $1.63M | 0.21% | +7,300 | New |
| Teacher Retirement System of Texas | 7,149 | $1.60M | 0.01% | −1,620−18.5% | Reduced |
| XTX Topco Ltd | 6,977 | $1.56M | 0.21% | +6,174+768.9% | Added |
| Motley Fool Asset Management LLC | 6,967 | $1.55M | 0.10% | −62−0.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,825 | $1.52M | 0.11% | +6,825 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,793 | $1.52M | 0.00% | +27+0.4% | Added |
| Diversified Trust Co | 6,720 | $1.50M | 0.05% | +3,552+112.1% | Added |
| Dynamic Technology Lab Private Ltd | 6,703 | $1.50M | 0.16% | +1,949+41.0% | Added |
| BNP Paribas Arbitrage, SA | 6,673 | $1.49M | 0.00% | −12,940−66.0% | Reduced |
| Utah Retirement Systems | 6,317 | $1.41M | 0.02% | −47−0.7% | Reduced |
| Allianz Asset Management GmbH | 6,282 | $1.40M | 0.00% | −900−12.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,272 | $1.40M | 0.00% | −373−5.6% | Reduced |
| Oak Ridge Investments LLC | 6,271 | $1.40M | 0.14% | −314−4.8% | Reduced |
| Bessemer Group Inc | 6,229 | $1.39M | 0.00% | −2,747−30.6% | Reduced |
| Fox Run Management, L.L.C. | 6,162 | $1.38M | 0.30% | +3,272+113.2% | Added |
| Pacer Advisors, Inc. | 5,872 | $1.31M | 0.00% | −2,191−27.2% | Reduced |
| UBS Oconnor LLC | 5,798 | $1.29M | 0.04% | +150+2.7% | Added |
| Linden Thomas Advisory Services, LLC | 5,788 | $1.29M | 0.21% | +115+2.0% | Added |
| Cubist Systematic Strategies, LLC | 5,714 | $1.28M | 0.01% | +5,714 | New |
| Russell Investments Group, Ltd. | 5,400 | $1.21M | 0.00% | −7,316−57.5% | Reduced |
| Walleye Capital LLC | 5,344 | $1.19M | 0.01% | +2,928+121.2% | Added |
| Summit Trail Advisors, LLC | 5,343 | $1.19M | 0.03% | −11−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,339 | $1.19M | 0.03% | +1,162+27.8% | Added |
| TownSquare Capital, LLC | 5,138 | $1.15M | 0.02% | +5,138 | New |
| Washington Trust Advisors, Inc. | 4,996 | $1.12M | 0.10% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,971 | $1.11M | 0.02% | +3,652+276.9% | Added |
| Gotham Asset Management, LLC | 4,868 | $1.09M | 0.02% | +4,069+509.3% | Added |
| Highland Capital Management, LLC | 4,777 | $1.07M | 0.06% | +11+0.2% | Added |
| Exchange Traded Concepts, LLC | 4,624 | $1.03M | 0.03% | +9+0.2% | Added |
| Pictet Asset Management Holding SA | 4,593 | $1.03M | 0.00% | +351+8.3% | Added |
| New York Life Investment Management LLC | 4,274 | $953.9K | 0.01% | −84−1.9% | Reduced |
| State of Alaska, Department of Revenue | 4,185 | $934.0K | 0.01% | +15+0.4% | Added |
| Graham Capital Management, L.P. | 4,141 | $924.2K | 0.03% | −2,709−39.5% | Reduced |
| JustInvest LLC | 4,135 | $922.8K | 0.02% | −1,275−23.6% | Reduced |
| Public Employees Retirement Association of Colorado | 4,071 | $909.0K | 0.00% | −296−6.8% | Reduced |
| Virtu Financial LLC | 4,011 | $895.0K | 0.07% | +1,529+61.6% | 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 |
| Lecap Asset Management Ltd | 3,951 | $881.8K | 0.18% | +2,708+217.9% | Added |
| Adviser Investments LLC | 3,825 | $853.7K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 3,701 | $826.0K | 0.00% | +1,601+76.2% | Added |
| Prelude Capital Management, LLC | 3,686 | $822.6K | 0.06% | +2,188+146.1% | Added |
| Citigroup Inc | 3,598 | $803.0K | 0.00% | −683−16.0% | Reduced |
| Pathstone Holdings, LLC | 3,467 | $773.8K | 0.00% | +399+13.0% | Added |
| Wolverine Trading, LLC | 3,370 | $752.1K | 0.01% | +759+29.1% | Added |
| Point72 (DIFC) Ltd | 3,313 | $739.4K | 0.06% | +3,313 | New |
| Onyx Bridge Wealth Group LLC | 3,575 | $730.8K | 0.13% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,272 | $730.2K | 0.03% | −9−0.3% | Reduced |
| Inceptionr LLC | 3,231 | $721.1K | 0.19% | +2,324+256.2% | Added |