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, Q2 2024
Institutional positions in Penumbra Inc as of Jun 30, 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
- +3 vs. Q1 2024
- Shares held
- 35.6M
- +1.89M (+5.6%) vs. Q1 2024
- Total value
- $6.40B
- −$1.12B (−14.8%) vs. Q1 2024
- New holders
- 60
- 136 more added
- Sold out
- 57
- 105 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,774,931 | $1.04B | 0.07% | −30,575−0.5% | Reduced |
| BlackRock Inc. | 4,255,155 | $765.8M | 0.02% | +193,910+4.8% | Added |
| Vanguard Group Inc | 3,696,060 | $665.2M | 0.01% | +5,400+0.1% | Added |
| Price T Rowe Associates Inc | 3,025,573 | $544.5M | 0.07% | −2500.0% | Reduced |
| Champlain Investment Partners, LLC | 1,283,850 | $231.1M | 1.42% | +199,255+18.4% | Added |
| State Street Corp | 1,232,808 | $221.9M | 0.01% | +28,481+2.4% | Added |
| William Blair Investment Management, LLC | 824,979 | $148.5M | 0.39% | −8,724−1.0% | Reduced |
| Clearbridge Investments, LLC | 773,661 | $139.2M | 0.11% | −12,675−1.6% | Reduced |
| RTW Investments, LP | 742,105 | $133.6M | 2.07% | +66,217+9.8% | Added |
| Geode Capital Management, LLC | 644,315 | $116.0M | 0.01% | +28,466+4.6% | Added |
| Congress Asset Management Co | 643,931 | $115.9M | 0.83% | +617,355+2,323.0% | Added |
| Baillie Gifford & Co | 614,863 | $110.7M | 0.09% | −19,456−3.1% | Reduced |
| Capital World Investors | 544,993 | $98.1M | 0.02% | +1,719+0.3% | Added |
| Goldman Sachs Group Inc | 485,005 | $87.3M | 0.02% | +398,620+461.4% | Added |
| T. Rowe Price Investment Management, Inc. | 366,450 | $66.0M | 0.04% | +270,928+283.6% | Added |
| Artisan Partners Limited Partnership | 349,877 | $63.0M | 0.10% | +210,790+151.6% | Added |
| Norges Bank | 344,813 | $62.1M | 0.01% | +52,445+17.9% | Added |
| Morgan Stanley | 340,062 | $61.2M | 0.00% | −48,994−12.6% | Reduced |
| Bank of New York Mellon Corp | 327,312 | $58.9M | 0.01% | +4,814+1.5% | Added |
| Eagle Asset Management Inc | 327,932 | $58.1M | 0.31% | −17,619−5.1% | Reduced |
| JPMorgan Chase & Co | 314,955 | $56.7M | 0.00% | +212,345+206.9% | Added |
| Baird Financial Group, Inc. | 300,022 | $54.0M | 0.11% | +128,161+74.6% | Added |
| Franklin Resources Inc | 295,141 | $53.1M | 0.02% | +29,475+11.1% | Added |
| Janus Henderson Group PLC | 293,189 | $52.8M | 0.03% | +38,387+15.1% | Added |
| Bellevue Group AG | 282,049 | $50.8M | 0.82% | +100,891+55.7% | Added |
| Northern Trust Corp | 269,897 | $48.6M | 0.01% | +32,310+13.6% | Added |
| Rock Springs Capital Management LP | 265,000 | $47.7M | 1.44% | −240,000−47.5% | Reduced |
| Charles Schwab Investment Management Inc | 262,919 | $47.3M | 0.01% | +7,399+2.9% | Added |
| Dimensional Fund Advisors LP | 257,058 | $46.3M | 0.01% | +126,392+96.7% | Added |
| Braidwell LP | 212,594 | $38.3M | 1.20% | −83,298−28.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 210,140 | $37.8M | 0.06% | +21,741+11.5% | Added |
| Qube Research & Technologies Ltd | 190,378 | $34.3M | 0.06% | +61,283+47.5% | Added |
| PFM Health Sciences, LP | 185,111 | $33.3M | 1.82% | +29,325+18.8% | Added |
| AQR Capital Management LLC | 178,413 | $31.3M | 0.05% | +145,364+439.8% | Added |
| Alliancebernstein L.P. | 171,868 | $30.9M | 0.01% | +744+0.4% | Added |
| Amundi | 171,601 | $30.4M | 0.01% | +79,096+85.5% | Added |
| American Century Companies Inc | 161,339 | $29.0M | 0.02% | −6,758−4.0% | Reduced |
| Bank of America Corp | 136,339 | $24.5M | 0.00% | +56,605+71.0% | Added |
| TD Asset Management Inc | 133,942 | $24.1M | 0.02% | +4,156+3.2% | Added |
| Principal Financial Group Inc | 129,445 | $23.3M | 0.01% | −16,296−11.2% | Reduced |
| Man Group plc | 124,528 | $22.4M | 0.06% | +33,334+36.6% | Added |
| Soleus Capital Management, L.P. | 123,450 | $22.2M | 1.96% | +37,750+44.0% | Added |
| Nuveen Asset Management, LLC | 120,294 | $21.6M | 0.01% | −41,280−25.5% | Reduced |
| AXA S.A. | 112,260 | $20.2M | 0.06% | +6,725+6.4% | Added |
| Polar Capital Holdings Plc | 111,203 | $20.0M | 0.12% | −1,249−1.1% | Reduced |
| Rhumbline Advisers | 109,132 | $19.6M | 0.02% | +517+0.5% | Added |
| Marshall Wace, LLP | 107,692 | $19.4M | 0.03% | +87,257+427.0% | Added |
| Manufacturers Life Insurance Company, The | 106,815 | $19.2M | 0.02% | +3,683+3.6% | Added |
| Millennium Management LLC | 105,171 | $18.9M | 0.02% | +11,055+11.7% | Added |
| Renaissance Technologies LLC | 99,700 | $17.9M | 0.03% | +99,700 | New |
| Loomis Sayles & Co L P | 98,849 | $17.8M | 0.02% | +2,864+3.0% | Added |
| C WorldWide Group Holding A/S | 97,000 | $17.5M | 0.19% | +20,000+26.0% | Added |
| UBS Asset Management Americas Inc | 96,576 | $17.4M | 0.00% | +29,085+43.1% | Added |
| SEI Investments Co | 80,490 | $14.5M | 0.02% | +40,985+103.7% | Added |
| Congress Wealth Management LLC | 80,068 | $14.4M | 0.23% | +68,712+605.1% | Added |
| Carret Asset Management, LLC | 79,000 | $14.2M | 1.66% | 00.0% | Unchanged |
| Jennison Associates LLC | 72,464 | $13.0M | 0.01% | −14,675−16.8% | Reduced |
| Swiss National Bank | 72,400 | $13.0M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 69,018 | $12.4M | 0.01% | +26,303+61.6% | Added |
| New York State Common Retirement Fund | 68,715 | $12.4M | 0.02% | +16,069+30.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 64,782 | $11.7M | 0.06% | +64,782 | New |
| Legal & General Group Plc | 63,275 | $11.4M | 0.00% | +1,472+2.4% | Added |
| Envestnet Asset Management Inc | 63,015 | $11.3M | 0.00% | +44,151+234.0% | Added |
| Federated Hermes, Inc. | 61,741 | $11.1M | 0.03% | −90.0% | Reduced |
| Azimuth Capital Investment Management LLC | 60,998 | $11.0M | 0.45% | −1,652−2.6% | Reduced |
| Group One Trading, L.P. | 60,679 | $10.9M | 0.34% | +35,527+141.2% | Added |
| Invesco Ltd. | 60,266 | $10.8M | 0.00% | −2,785−4.4% | Reduced |
| Wells Fargo & Company | 58,463 | $10.5M | 0.00% | −517−0.9% | Reduced |
| Ameriprise Financial Inc | 54,789 | $9.86M | 0.00% | −222−0.4% | Reduced |
| Hantz Financial Services, Inc. | 54,509 | $9.81M | 0.19% | +54,509 | New |
| California Public Employees Retirement System | 51,779 | $9.32M | 0.01% | +1,701+3.4% | Added |
| State of Wisconsin Investment Board | 49,685 | $8.94M | 0.02% | +3,978+8.7% | Added |
| Corebridge Financial, Inc. | 49,468 | $8.90M | 0.05% | +49,468 | New |
| Retirement Systems of Alabama | 47,846 | $8.61M | 0.03% | −621−1.3% | Reduced |
| Squarepoint Ops LLC | 47,205 | $8.50M | 0.03% | −2,243−4.5% | Reduced |
| First Light Asset Management, LLC | 43,108 | $7.76M | 0.68% | +5,153+13.6% | Added |
| Primecap Management Co | 39,930 | $7.19M | 0.01% | −2,930−6.8% | Reduced |
| Trillium Asset Management, LLC | 39,236 | $7.06M | 0.18% | +15,835+67.7% | Added |
| New York State Teachers Retirement System | 37,706 | $6.79M | 0.01% | −582−1.5% | Reduced |
| State Board of Administration of Florida Retirement System | 36,235 | $6.52M | 0.01% | −5,313−12.8% | Reduced |
| California State Teachers Retirement System | 35,905 | $6.46M | 0.01% | −763−2.1% | Reduced |
| Trexquant Investment LP | 34,605 | $6.23M | 0.10% | +21,642+167.0% | Added |
| Oak Harbor Wealth Partners, LLC | 33,807 | $6.08M | 1.91% | −800−2.3% | Reduced |
| Canada Pension Plan Investment Board | 32,700 | $5.89M | 0.01% | +22,100+208.5% | Added |
| Citizens Financial Group Inc | 31,062 | $5.59M | 0.12% | +31,062 | New |
| Great West Life Assurance Co | 30,685 | $5.52M | 0.01% | +1,631+5.6% | Added |
| Teachers Retirement System of the State of Kentucky | 28,746 | $5.17M | 0.05% | 00.0% | Unchanged |
| Voya Investment Management LLC | 28,400 | $5.11M | 0.01% | +6,298+28.5% | Added |
| Algert Global LLC | 28,118 | $5.06M | 0.17% | +17,968+177.0% | Added |
| Wetherby Asset Management Inc | 26,807 | $4.82M | 0.23% | −32−0.1% | Reduced |
| Mutual of America Capital Management LLC | 23,121 | $4.16M | 0.05% | −800−3.3% | Reduced |
| Rhenman & Partners Asset Management AB | 23,000 | $4.14M | 0.40% | −23,000−50.0% | Reduced |
| Bank of Montreal | 22,876 | $4.13M | 0.00% | −370−1.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 22,410 | $4.03M | 0.09% | +22,410 | New |
| MetLife Investment Management | 22,088 | $3.98M | 0.02% | −570−2.5% | Reduced |
| Public Employees Retirement System of Ohio | 21,735 | $3.91M | 0.02% | +1,503+7.4% | Added |
| Caisse de Depot Et Placement du Quebec | 21,000 | $3.78M | 0.01% | +21,000 | New |
| Washington Trust Advisors, Inc. | 20,965 | $3.77M | 0.35% | +15,969+319.6% | Added |
| Amalgamated Bank | 19,974 | $3.60M | 0.03% | −1,344−6.3% | Reduced |
| Intech Investment Management LLC | 19,925 | $3.59M | 0.04% | +19,925 | New |