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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 19,540 | $3.52M | 0.01% | +4,540+30.3% | Added |
| Bridgewater Associates, LP | 19,402 | $3.49M | 0.02% | −962−4.7% | Reduced |
| UBS Group AG | 19,235 | $3.46M | 0.00% | +4,605+31.5% | Added |
| TownSquare Capital, LLC | 19,164 | $3.45M | 0.05% | +14,026+273.0% | Added |
| Natixis Advisors, L.P. | 19,020 | $3.42M | 0.01% | +19,020 | New |
| EULAV Asset Management | 18,100 | $3.26M | 0.09% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 17,883 | $3.22M | 0.00% | +11,210+168.0% | Added |
| Blair William & Co | 17,656 | $3.18M | 0.01% | +982+5.9% | Added |
| Next Century Growth Investors LLC | 17,299 | $3.11M | 0.26% | −3,991−18.7% | Reduced |
| Gotham Asset Management, LLC | 17,105 | $3.08M | 0.04% | +12,237+251.4% | Added |
| Yousif Capital Management, LLC | 16,683 | $3.00M | 0.03% | −1,258−7.0% | Reduced |
| Beacon Pointe Advisors, LLC | 16,440 | $2.96M | 0.04% | −30.0% | Reduced |
| Treasurer of the State of North Carolina | 16,043 | $2.89M | 0.01% | −156−1.0% | Reduced |
| US Bancorp | 15,726 | $2.83M | 0.00% | +5,037+47.1% | Added |
| Barclays PLC | 15,466 | $2.78M | 0.00% | −22,300−59.0% | Reduced |
| E. Ohman J:or Asset Management AB | 15,312 | $2.76M | 0.07% | 00.0% | Unchanged |
| Comerica Bank | 14,478 | $2.61M | 0.01% | −830−5.4% | Reduced |
| Jane Street Group, LLC | 14,061 | $2.53M | 0.00% | −27,512−66.2% | Reduced |
| Raymond James & Associates | 13,368 | $2.41M | 0.00% | −708−5.0% | Reduced |
| State of New Jersey Common Pension Fund D | 13,089 | $2.36M | 0.01% | −7,644−36.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,908 | $2.32M | 0.00% | +3,210+33.1% | Added |
| Ensign Peak Advisors, Inc | 12,671 | $2.28M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 12,178 | $2.19M | 0.00% | +947+8.4% | Added |
| Linden Thomas Advisory Services, LLC | 11,474 | $2.06M | 0.32% | +5,686+98.2% | Added |
| Buckingham Strategic Wealth, LLC | 11,276 | $2.03M | 0.02% | +11,276 | New |
| Louisiana State Employees Retirement System | 11,000 | $1.98M | 0.04% | −100−0.9% | Reduced |
| Illinois Municipal Retirement Fund | 10,793 | $1.94M | 0.03% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 10,728 | $1.93M | 0.13% | +489+4.8% | Added |
| Deutsche Bank AG | 10,667 | $1.92M | 0.00% | −1,306−10.9% | Reduced |
| Engineers Gate Manager LP | 10,559 | $1.90M | 0.04% | −4,784−31.2% | Reduced |
| Arizona State Retirement System | 10,293 | $1.85M | 0.01% | +216+2.1% | Added |
| Centiva Capital, LP | 10,233 | $1.84M | 0.09% | +158+1.6% | Added |
| Aquatic Capital Management LLC | 10,200 | $1.84M | 0.07% | −16,300−61.5% | Reduced |
| Motley Fool Asset Management LLC | 10,081 | $1.79M | 0.12% | +3,114+44.7% | Added |
| Thrivent Financial for Lutherans | 9,366 | $1.69M | 0.00% | −306−3.2% | Reduced |
| State of Michigan Retirement System | 9,314 | $1.68M | 0.01% | −200−2.1% | Reduced |
| Royal Bank of Canada | 9,113 | $1.64M | 0.00% | +6,815+296.6% | Added |
| Handelsbanken Fonder AB | 9,058 | $1.63M | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 8,875 | $1.60M | 0.05% | +8,875 | New |
| Caption Management, LLC | 8,850 | $1.59M | 0.17% | +8,850 | New |
| SG Americas Securities, LLC | 8,810 | $1.59M | 0.01% | +8,810 | New |
| Oppenheimer Asset Management Inc. | 8,771 | $1.58M | 0.02% | +8,771 | New |
| Neuberger Berman Group LLC | 8,652 | $1.56M | 0.00% | −3,617−29.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,652 | $1.56M | 0.04% | +43+0.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,592 | $1.55M | 0.01% | +54+0.6% | Added |
| D. E. Shaw & Co., Inc. | 8,567 | $1.54M | 0.00% | +7,008+449.5% | Added |
| Ameritas Investment Partners, Inc. | 8,245 | $1.48M | 0.05% | −277−3.3% | Reduced |
| Mariner, LLC | 8,182 | $1.47M | 0.00% | −507−5.8% | Reduced |
| Diversified Trust Co | 8,119 | $1.46M | 0.04% | +1,399+20.8% | Added |
| Oregon Public Employees Retirement Fund | 8,041 | $1.45M | 0.03% | −1,500−15.7% | Reduced |
| PDT Partners, LLC | 7,995 | $1.44M | 0.14% | +6,474+425.6% | Added |
| FORA Capital, LLC | 7,967 | $1.43M | 0.17% | +7,967 | New |
| Victory Capital Management Inc | 7,901 | $1.42M | 0.00% | −3,467−30.5% | Reduced |
| AlTi Global, Inc. | 7,804 | $1.40M | 0.04% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 7,800 | $1.40M | 0.05% | 00.0% | Unchanged |
| Xponance, Inc. | 7,716 | $1.39M | 0.01% | −543−6.6% | Reduced |
| ClariVest Asset Management LLC | 7,523 | $1.35M | 0.14% | +19+0.3% | Added |
| Allianz Asset Management GmbH | 7,282 | $1.31M | 0.00% | +1,000+15.9% | Added |
| Bessemer Group Inc | 7,010 | $1.26M | 0.00% | +781+12.5% | Added |
| Schonfeld Strategic Advisors LLC | 6,948 | $1.25M | 0.01% | +6,948 | New |
| Y-Intercept (Hong Kong) Ltd | 6,638 | $1.19M | 0.07% | −187−2.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,399 | $1.15M | 0.00% | −394−5.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,272 | $1.13M | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 6,117 | $1.10M | 0.01% | −200−3.2% | Reduced |
| HSBC Holdings PLC | 6,152 | $1.09M | 0.00% | +3,386+122.4% | Added |
| Pacer Advisors, Inc. | 5,792 | $1.04M | 0.00% | −80−1.4% | Reduced |
| HighTower Advisors, LLC | 5,664 | $1.03M | 0.00% | +3,542+166.9% | Added |
| UBS Oconnor LLC | 5,498 | $989.5K | 0.03% | −300−5.2% | Reduced |
| Oak Ridge Investments LLC | 5,486 | $987.3K | 0.09% | −785−12.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 5,225 | $940.3K | 0.15% | +1,650+46.2% | Added |
| Exchange Traded Concepts, LLC | 5,222 | $939.8K | 0.02% | +598+12.9% | Added |
| S&CO Inc | 5,000 | $899.0K | 0.06% | +1,000+25.0% | Added |
| Citigroup Inc | 4,983 | $896.8K | 0.00% | +1,385+38.5% | Added |
| Toroso Investments, LLC | 4,878 | $877.9K | 0.01% | −93−1.9% | Reduced |
| Pictet Asset Management Holding SA | 4,771 | $858.6K | 0.00% | +178+3.9% | Added |
| New York Life Investment Management LLC | 4,693 | $844.6K | 0.01% | +419+9.8% | Added |
| Nebula Research & Development LLC | 4,681 | $842.4K | 0.14% | +4,681 | New |
| Russell Investments Group, Ltd. | 4,438 | $798.8K | 0.00% | −962−17.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,342 | $781.0K | 0.09% | −2,361−35.2% | Reduced |
| JustInvest LLC | 4,312 | $776.0K | 0.01% | +177+4.3% | Added |
| State of Alaska, Department of Revenue | 4,185 | $753.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,173 | $751.0K | 0.01% | −5,131−55.1% | Reduced |
| Pathstone Holdings, LLC | 4,137 | $744.5K | 0.00% | +670+19.3% | Added |
| Argonautica Private Wealth Management, Inc | 4,056 | $730.0K | 0.25% | +4,056 | New |
| Employees Retirement System of Texas | 3,999 | $720.0K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,986 | $717.4K | 0.06% | +3,986 | New |
| Highland Capital Management, LLC | 3,982 | $716.6K | 0.04% | −795−16.6% | Reduced |
| VCI Wealth Management LLC | 3,954 | $711.6K | 0.35% | +1,467+59.0% | Added |
| Public Employees Retirement Association of Colorado | 3,864 | $695.0K | 0.00% | −207−5.1% | Reduced |
| Teacher Retirement System of Texas | 3,845 | $692.0K | 0.00% | −3,304−46.2% | Reduced |
| Adviser Investments LLC | 3,825 | $688.4K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 3,605 | $648.8K | 0.13% | +2,367+191.2% | Added |
| Norden Group LLC | 3,579 | $644.1K | 0.13% | +2,141+148.9% | Added |
| Keybank National Association | 3,423 | $616.0K | 0.00% | +3,423 | New |
| Envestnet Portfolio Solutions, Inc. | 3,408 | $613.3K | 0.00% | +2,326+215.0% | Added |
| Stifel Financial Corp | 3,381 | $608.5K | 0.00% | +3,381 | New |
| Gsa Capital Partners LLP | 3,304 | $595.0K | 0.04% | +1,512+84.4% | Added |
| Baker Avenue Asset Management, LP | 3,277 | $589.8K | 0.02% | +5+0.2% | Added |
| Bayesian Capital Management, LP | 3,150 | $566.9K | 0.06% | +3,150 | New |
| Alliance Wealth Advisors, LLC | 3,132 | $563.7K | 0.17% | +1,801+135.3% | Added |