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 |
|---|---|---|---|---|---|
| Soleus Capital Management, L.P. | 123,450 | $22.2M | 1.96% | +37,750+44.0% | Added |
| Man Group plc | 124,528 | $22.4M | 0.06% | +33,334+36.6% | Added |
| Principal Financial Group Inc | 129,445 | $23.3M | 0.01% | −16,296−11.2% | Reduced |
| TD Asset Management Inc | 133,942 | $24.1M | 0.02% | +4,156+3.2% | Added |
| Bank of America Corp | 136,339 | $24.5M | 0.00% | +56,605+71.0% | Added |
| American Century Companies Inc | 161,339 | $29.0M | 0.02% | −6,758−4.0% | Reduced |
| Amundi | 171,601 | $30.4M | 0.01% | +79,096+85.5% | Added |
| Alliancebernstein L.P. | 171,868 | $30.9M | 0.01% | +744+0.4% | Added |
| AQR Capital Management LLC | 178,413 | $31.3M | 0.05% | +145,364+439.8% | Added |
| PFM Health Sciences, LP | 185,111 | $33.3M | 1.82% | +29,325+18.8% | Added |
| Qube Research & Technologies Ltd | 190,378 | $34.3M | 0.06% | +61,283+47.5% | Added |
| Allspring Global Investments Holdings, LLC | 210,140 | $37.8M | 0.06% | +21,741+11.5% | Added |
| Braidwell LP | 212,594 | $38.3M | 1.20% | −83,298−28.2% | Reduced |
| Dimensional Fund Advisors LP | 257,058 | $46.3M | 0.01% | +126,392+96.7% | Added |
| Charles Schwab Investment Management Inc | 262,919 | $47.3M | 0.01% | +7,399+2.9% | Added |
| Rock Springs Capital Management LP | 265,000 | $47.7M | 1.44% | −240,000−47.5% | Reduced |
| Northern Trust Corp | 269,897 | $48.6M | 0.01% | +32,310+13.6% | Added |
| Bellevue Group AG | 282,049 | $50.8M | 0.82% | +100,891+55.7% | Added |
| Janus Henderson Group PLC | 293,189 | $52.8M | 0.03% | +38,387+15.1% | Added |
| Franklin Resources Inc | 295,141 | $53.1M | 0.02% | +29,475+11.1% | Added |
| Baird Financial Group, Inc. | 300,022 | $54.0M | 0.11% | +128,161+74.6% | Added |
| JPMorgan Chase & Co | 314,955 | $56.7M | 0.00% | +212,345+206.9% | Added |
| Eagle Asset Management Inc | 327,932 | $58.1M | 0.31% | −17,619−5.1% | Reduced |
| Bank of New York Mellon Corp | 327,312 | $58.9M | 0.01% | +4,814+1.5% | Added |
| Morgan Stanley | 340,062 | $61.2M | 0.00% | −48,994−12.6% | Reduced |
| Norges Bank | 344,813 | $62.1M | 0.01% | +52,445+17.9% | Added |
| Artisan Partners Limited Partnership | 349,877 | $63.0M | 0.10% | +210,790+151.6% | Added |
| T. Rowe Price Investment Management, Inc. | 366,450 | $66.0M | 0.04% | +270,928+283.6% | Added |
| Goldman Sachs Group Inc | 485,005 | $87.3M | 0.02% | +398,620+461.4% | Added |
| Capital World Investors | 544,993 | $98.1M | 0.02% | +1,719+0.3% | Added |
| Baillie Gifford & Co | 614,863 | $110.7M | 0.09% | −19,456−3.1% | Reduced |
| Congress Asset Management Co | 643,931 | $115.9M | 0.83% | +617,355+2,323.0% | Added |
| Geode Capital Management, LLC | 644,315 | $116.0M | 0.01% | +28,466+4.6% | Added |
| RTW Investments, LP | 742,105 | $133.6M | 2.07% | +66,217+9.8% | Added |
| Clearbridge Investments, LLC | 773,661 | $139.2M | 0.11% | −12,675−1.6% | Reduced |
| William Blair Investment Management, LLC | 824,979 | $148.5M | 0.39% | −8,724−1.0% | Reduced |
| State Street Corp | 1,232,808 | $221.9M | 0.01% | +28,481+2.4% | Added |
| Champlain Investment Partners, LLC | 1,283,850 | $231.1M | 1.42% | +199,255+18.4% | Added |
| Price T Rowe Associates Inc | 3,025,573 | $544.5M | 0.07% | −2500.0% | Reduced |
| Vanguard Group Inc | 3,696,060 | $665.2M | 0.01% | +5,400+0.1% | Added |
| BlackRock Inc. | 4,255,155 | $765.8M | 0.02% | +193,910+4.8% | Added |
| FMR LLC | 5,774,931 | $1.04B | 0.07% | −30,575−0.5% | Reduced |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,130,866−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −126,261−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −67,759−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −51,377−100.0% | Sold out |
| Redmile Group, LLC | 0 | $0 | 0.00% | −44,613−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −33,779−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −21,425−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −20,060−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −16,171−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −14,761−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −12,882−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −11,992−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,118−100.0% | Sold out |
| Exome Asset Management LLC | 0 | $0 | 0.00% | −7,353−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,162−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −5,714−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −5,343−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,011−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −3,951−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −3,701−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,686−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,370−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −3,313−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,231−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −3,118−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,046−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,914−100.0% | Sold out |
| Seaport Global Advisors, LLC | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −2,167−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −2,069−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,931−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,837−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,820−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,037−100.0% | Sold out |
| Paul Damon & Associates, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −994−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −990−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −947−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −378−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |