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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 8,771 | $1.58M | 0.02% | +8,771 | New |
| SG Americas Securities, LLC | 8,810 | $1.59M | 0.01% | +8,810 | New |
| Caption Management, LLC | 8,850 | $1.59M | 0.17% | +8,850 | New |
| First Hawaiian Bank | 8,875 | $1.60M | 0.05% | +8,875 | New |
| Handelsbanken Fonder AB | 9,058 | $1.63M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,113 | $1.64M | 0.00% | +6,815+296.6% | Added |
| State of Michigan Retirement System | 9,314 | $1.68M | 0.01% | −200−2.1% | Reduced |
| Thrivent Financial for Lutherans | 9,366 | $1.69M | 0.00% | −306−3.2% | Reduced |
| Motley Fool Asset Management LLC | 10,081 | $1.79M | 0.12% | +3,114+44.7% | Added |
| Aquatic Capital Management LLC | 10,200 | $1.84M | 0.07% | −16,300−61.5% | Reduced |
| Centiva Capital, LP | 10,233 | $1.84M | 0.09% | +158+1.6% | Added |
| Arizona State Retirement System | 10,293 | $1.85M | 0.01% | +216+2.1% | Added |
| Engineers Gate Manager LP | 10,559 | $1.90M | 0.04% | −4,784−31.2% | Reduced |
| Deutsche Bank AG | 10,667 | $1.92M | 0.00% | −1,306−10.9% | Reduced |
| Thoroughbred Financial Services, LLC | 10,728 | $1.93M | 0.13% | +489+4.8% | Added |
| Illinois Municipal Retirement Fund | 10,793 | $1.94M | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 11,000 | $1.98M | 0.04% | −100−0.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 11,276 | $2.03M | 0.02% | +11,276 | New |
| Linden Thomas Advisory Services, LLC | 11,474 | $2.06M | 0.32% | +5,686+98.2% | Added |
| LPL Financial LLC | 12,178 | $2.19M | 0.00% | +947+8.4% | Added |
| Ensign Peak Advisors, Inc | 12,671 | $2.28M | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,908 | $2.32M | 0.00% | +3,210+33.1% | Added |
| State of New Jersey Common Pension Fund D | 13,089 | $2.36M | 0.01% | −7,644−36.9% | Reduced |
| Raymond James & Associates | 13,368 | $2.41M | 0.00% | −708−5.0% | Reduced |
| Jane Street Group, LLC | 14,061 | $2.53M | 0.00% | −27,512−66.2% | Reduced |
| Comerica Bank | 14,478 | $2.61M | 0.01% | −830−5.4% | Reduced |
| E. Ohman J:or Asset Management AB | 15,312 | $2.76M | 0.07% | 00.0% | Unchanged |
| Barclays PLC | 15,466 | $2.78M | 0.00% | −22,300−59.0% | Reduced |
| US Bancorp | 15,726 | $2.83M | 0.00% | +5,037+47.1% | Added |
| Treasurer of the State of North Carolina | 16,043 | $2.89M | 0.01% | −156−1.0% | Reduced |
| Beacon Pointe Advisors, LLC | 16,440 | $2.96M | 0.04% | −30.0% | Reduced |
| Yousif Capital Management, LLC | 16,683 | $3.00M | 0.03% | −1,258−7.0% | Reduced |
| Gotham Asset Management, LLC | 17,105 | $3.08M | 0.04% | +12,237+251.4% | Added |
| Next Century Growth Investors LLC | 17,299 | $3.11M | 0.26% | −3,991−18.7% | Reduced |
| Blair William & Co | 17,656 | $3.18M | 0.01% | +982+5.9% | Added |
| BNP Paribas Arbitrage, SA | 17,883 | $3.22M | 0.00% | +11,210+168.0% | Added |
| EULAV Asset Management | 18,100 | $3.26M | 0.09% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 19,020 | $3.42M | 0.01% | +19,020 | New |
| TownSquare Capital, LLC | 19,164 | $3.45M | 0.05% | +14,026+273.0% | Added |
| UBS Group AG | 19,235 | $3.46M | 0.00% | +4,605+31.5% | Added |
| Bridgewater Associates, LP | 19,402 | $3.49M | 0.02% | −962−4.7% | Reduced |
| State of Tennessee, Treasury Department | 19,540 | $3.52M | 0.01% | +4,540+30.3% | Added |
| Intech Investment Management LLC | 19,925 | $3.59M | 0.04% | +19,925 | New |
| Amalgamated Bank | 19,974 | $3.60M | 0.03% | −1,344−6.3% | Reduced |
| Washington Trust Advisors, Inc. | 20,965 | $3.77M | 0.35% | +15,969+319.6% | Added |
| Caisse de Depot Et Placement du Quebec | 21,000 | $3.78M | 0.01% | +21,000 | New |
| Public Employees Retirement System of Ohio | 21,735 | $3.91M | 0.02% | +1,503+7.4% | Added |
| MetLife Investment Management | 22,088 | $3.98M | 0.02% | −570−2.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 22,410 | $4.03M | 0.09% | +22,410 | New |
| Bank of Montreal | 22,876 | $4.13M | 0.00% | −370−1.6% | Reduced |
| Rhenman & Partners Asset Management AB | 23,000 | $4.14M | 0.40% | −23,000−50.0% | Reduced |
| Mutual of America Capital Management LLC | 23,121 | $4.16M | 0.05% | −800−3.3% | Reduced |
| Wetherby Asset Management Inc | 26,807 | $4.82M | 0.23% | −32−0.1% | Reduced |
| Algert Global LLC | 28,118 | $5.06M | 0.17% | +17,968+177.0% | Added |
| Voya Investment Management LLC | 28,400 | $5.11M | 0.01% | +6,298+28.5% | Added |
| Teachers Retirement System of the State of Kentucky | 28,746 | $5.17M | 0.05% | 00.0% | Unchanged |
| Great West Life Assurance Co | 30,685 | $5.52M | 0.01% | +1,631+5.6% | Added |
| Citizens Financial Group Inc | 31,062 | $5.59M | 0.12% | +31,062 | New |
| Canada Pension Plan Investment Board | 32,700 | $5.89M | 0.01% | +22,100+208.5% | Added |
| Oak Harbor Wealth Partners, LLC | 33,807 | $6.08M | 1.91% | −800−2.3% | Reduced |
| Trexquant Investment LP | 34,605 | $6.23M | 0.10% | +21,642+167.0% | Added |
| California State Teachers Retirement System | 35,905 | $6.46M | 0.01% | −763−2.1% | Reduced |
| State Board of Administration of Florida Retirement System | 36,235 | $6.52M | 0.01% | −5,313−12.8% | Reduced |
| New York State Teachers Retirement System | 37,706 | $6.79M | 0.01% | −582−1.5% | Reduced |
| Trillium Asset Management, LLC | 39,236 | $7.06M | 0.18% | +15,835+67.7% | Added |
| Primecap Management Co | 39,930 | $7.19M | 0.01% | −2,930−6.8% | Reduced |
| First Light Asset Management, LLC | 43,108 | $7.76M | 0.68% | +5,153+13.6% | Added |
| Squarepoint Ops LLC | 47,205 | $8.50M | 0.03% | −2,243−4.5% | Reduced |
| Retirement Systems of Alabama | 47,846 | $8.61M | 0.03% | −621−1.3% | Reduced |
| Corebridge Financial, Inc. | 49,468 | $8.90M | 0.05% | +49,468 | New |
| State of Wisconsin Investment Board | 49,685 | $8.94M | 0.02% | +3,978+8.7% | Added |
| California Public Employees Retirement System | 51,779 | $9.32M | 0.01% | +1,701+3.4% | Added |
| Hantz Financial Services, Inc. | 54,509 | $9.81M | 0.19% | +54,509 | New |
| Ameriprise Financial Inc | 54,789 | $9.86M | 0.00% | −222−0.4% | Reduced |
| Wells Fargo & Company | 58,463 | $10.5M | 0.00% | −517−0.9% | Reduced |
| Invesco Ltd. | 60,266 | $10.8M | 0.00% | −2,785−4.4% | Reduced |
| Group One Trading, L.P. | 60,679 | $10.9M | 0.34% | +35,527+141.2% | Added |
| Azimuth Capital Investment Management LLC | 60,998 | $11.0M | 0.45% | −1,652−2.6% | Reduced |
| Federated Hermes, Inc. | 61,741 | $11.1M | 0.03% | −90.0% | Reduced |
| Envestnet Asset Management Inc | 63,015 | $11.3M | 0.00% | +44,151+234.0% | Added |
| Legal & General Group Plc | 63,275 | $11.4M | 0.00% | +1,472+2.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 64,782 | $11.7M | 0.06% | +64,782 | New |
| New York State Common Retirement Fund | 68,715 | $12.4M | 0.02% | +16,069+30.5% | Added |
| Citadel Advisors LLC | 69,018 | $12.4M | 0.01% | +26,303+61.6% | Added |
| Swiss National Bank | 72,400 | $13.0M | 0.01% | 00.0% | Unchanged |
| Jennison Associates LLC | 72,464 | $13.0M | 0.01% | −14,675−16.8% | Reduced |
| Carret Asset Management, LLC | 79,000 | $14.2M | 1.66% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 80,068 | $14.4M | 0.23% | +68,712+605.1% | Added |
| SEI Investments Co | 80,490 | $14.5M | 0.02% | +40,985+103.7% | Added |
| UBS Asset Management Americas Inc | 96,576 | $17.4M | 0.00% | +29,085+43.1% | Added |
| C WorldWide Group Holding A/S | 97,000 | $17.5M | 0.19% | +20,000+26.0% | Added |
| Loomis Sayles & Co L P | 98,849 | $17.8M | 0.02% | +2,864+3.0% | Added |
| Renaissance Technologies LLC | 99,700 | $17.9M | 0.03% | +99,700 | New |
| Millennium Management LLC | 105,171 | $18.9M | 0.02% | +11,055+11.7% | Added |
| Manufacturers Life Insurance Company, The | 106,815 | $19.2M | 0.02% | +3,683+3.6% | Added |
| Marshall Wace, LLP | 107,692 | $19.4M | 0.03% | +87,257+427.0% | Added |
| Rhumbline Advisers | 109,132 | $19.6M | 0.02% | +517+0.5% | Added |
| Polar Capital Holdings Plc | 111,203 | $20.0M | 0.12% | −1,249−1.1% | Reduced |
| AXA S.A. | 112,260 | $20.2M | 0.06% | +6,725+6.4% | Added |
| Nuveen Asset Management, LLC | 120,294 | $21.6M | 0.01% | −41,280−25.5% | Reduced |