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, Q3 2024
Institutional positions in Penumbra Inc as of Sep 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
- 334
- −3 vs. Q2 2024
- Shares held
- 35.2M
- +3.95M (+12.6%) vs. Q2 2024
- Total value
- $6.85B
- +$1.22B (+21.7%) vs. Q2 2024
- New holders
- 51
- 102 more added
- Sold out
- 54
- 140 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,896,396 | $1.15B | 0.07% | +121,465+2.1% | Added |
| BlackRock, Inc. | 4,069,101 | $790.7M | 0.02% | +4,069,101 | New |
| Vanguard Group Inc | 3,676,305 | $714.3M | 0.01% | −19,755−0.5% | Reduced |
| Price T Rowe Associates Inc | 1,985,258 | $385.8M | 0.04% | −1,040,315−34.4% | Reduced |
| Champlain Investment Partners, LLC | 1,547,972 | $300.8M | 1.82% | +264,122+20.6% | Added |
| State Street Corp | 1,236,671 | $240.3M | 0.01% | +3,863+0.3% | Added |
| William Blair Investment Management, LLC | 981,309 | $190.7M | 0.47% | +156,330+18.9% | Added |
| RTW Investments, LP | 795,750 | $154.6M | 2.24% | +53,645+7.2% | Added |
| Clearbridge Investments, LLC | 710,052 | $138.0M | 0.11% | −63,609−8.2% | Reduced |
| Janus Henderson Group PLC | 668,873 | $130.0M | 0.07% | +375,684+128.1% | Added |
| Geode Capital Management, LLC | 655,572 | $127.4M | 0.01% | +11,257+1.7% | Added |
| Congress Asset Management Co | 637,554 | $123.9M | 0.84% | −6,377−1.0% | Reduced |
| Baillie Gifford & Co | 591,846 | $115.0M | 0.09% | −23,017−3.7% | Reduced |
| Capital World Investors | 544,012 | $105.7M | 0.02% | −981−0.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 479,555 | $93.2M | 0.06% | +113,105+30.9% | Added |
| Morgan Stanley | 442,898 | $86.1M | 0.01% | +102,836+30.2% | Added |
| Citadel Advisors LLC | 412,023 | $80.1M | 0.08% | +343,005+497.0% | Added |
| JPMorgan Chase & Co | 384,142 | $74.6M | 0.01% | +69,187+22.0% | Added |
| Thrivent Financial for Lutherans | 368,298 | $71.6M | 0.14% | +358,932+3,832.3% | Added |
| Braidwell LP | 361,428 | $70.2M | 1.99% | +148,834+70.0% | Added |
| Franklin Resources Inc | 319,232 | $67.5M | 0.02% | +24,091+8.2% | Added |
| Bank of New York Mellon Corp | 292,797 | $56.9M | 0.01% | −34,515−10.5% | Reduced |
| Artisan Partners Limited Partnership | 290,588 | $56.5M | 0.08% | −59,289−16.9% | Reduced |
| Goldman Sachs Group Inc | 286,762 | $55.7M | 0.01% | −198,243−40.9% | Reduced |
| Bank of America Corp | 280,407 | $54.5M | 0.00% | +144,068+105.7% | Added |
| Bellevue Group AG | 272,683 | $53.0M | 0.86% | −9,366−3.3% | Reduced |
| Charles Schwab Investment Management Inc | 267,767 | $52.0M | 0.01% | +4,848+1.8% | Added |
| Rock Springs Capital Management LP | 265,000 | $51.5M | 1.68% | 00.0% | Unchanged |
| Northern Trust Corp | 263,340 | $51.2M | 0.01% | −6,557−2.4% | Reduced |
| Dimensional Fund Advisors LP | 263,200 | $51.1M | 0.01% | +6,142+2.4% | Added |
| Norges Bank | 247,619 | $48.1M | 0.01% | −97,194−28.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 214,113 | $41.6M | 0.06% | +3,973+1.9% | Added |
| Baird Financial Group, Inc. | 194,656 | $37.8M | 0.07% | −105,366−35.1% | Reduced |
| Alliancebernstein L.P. | 194,606 | $37.8M | 0.01% | +22,738+13.2% | Added |
| Amundi | 178,286 | $34.7M | 0.01% | +6,685+3.9% | Added |
| PFM Health Sciences, LP | 166,261 | $32.3M | 1.85% | −18,850−10.2% | Reduced |
| Massachusetts Financial Services Co | 164,503 | $32.0M | 0.01% | +164,503 | New |
| Man Group plc | 144,985 | $28.2M | 0.08% | +20,457+16.4% | Added |
| AQR Capital Management LLC | 133,291 | $25.7M | 0.04% | −45,122−25.3% | Reduced |
| Ensign Peak Advisors, Inc | 126,878 | $24.7M | 0.04% | +114,207+901.3% | Added |
| TD Asset Management Inc | 115,984 | $22.2M | 0.02% | −17,958−13.4% | Reduced |
| Nuveen Asset Management, LLC | 112,953 | $21.9M | 0.01% | −7,341−6.1% | Reduced |
| Loomis Sayles & Co L P | 112,383 | $21.8M | 0.03% | +13,534+13.7% | Added |
| AXA S.A. | 111,119 | $21.6M | 0.06% | −1,141−1.0% | Reduced |
| Polar Asset Management Partners Inc. | 110,521 | $21.5M | 0.51% | +110,521 | New |
| Rhumbline Advisers | 109,537 | $21.3M | 0.02% | +405+0.4% | Added |
| Manufacturers Life Insurance Company, The | 102,707 | $20.0M | 0.02% | −4,108−3.8% | Reduced |
| UBS Asset Management Americas Inc | 97,571 | $19.0M | 0.00% | +995+1.0% | Added |
| C WorldWide Group Holding A/S | 97,000 | $18.8M | 0.20% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 90,836 | $17.7M | 0.10% | −20,367−18.3% | Reduced |
| Principal Financial Group Inc | 90,678 | $17.6M | 0.01% | −38,767−29.9% | Reduced |
| SEI Investments Co | 90,589 | $17.6M | 0.02% | +10,099+12.5% | Added |
| Renaissance Technologies LLC | 90,000 | $17.5M | 0.03% | −9,700−9.7% | Reduced |
| American Century Companies Inc | 88,832 | $17.3M | 0.01% | −72,507−44.9% | Reduced |
| Congress Wealth Management LLC | 80,458 | $15.6M | 0.21% | +390+0.5% | Added |
| Carret Asset Management, LLC | 79,000 | $15.4M | 1.67% | 00.0% | Unchanged |
| Swiss National Bank | 71,900 | $14.0M | 0.01% | −500−0.7% | Reduced |
| ExodusPoint Capital Management, LP | 65,992 | $12.8M | 0.13% | +65,992 | New |
| Legal & General Group Plc | 64,303 | $12.5M | 0.00% | +1,028+1.6% | Added |
| NZS Capital, LLC | 62,054 | $12.1M | 0.47% | +62,054 | New |
| New York State Common Retirement Fund | 61,599 | $12.0M | 0.02% | −7,116−10.4% | Reduced |
| FIL Ltd | 61,441 | $11.9M | 0.01% | +61,441 | New |
| Envestnet Asset Management Inc | 58,452 | $11.4M | 0.00% | −4,563−7.2% | Reduced |
| Invesco Ltd. | 58,080 | $11.3M | 0.00% | −2,186−3.6% | Reduced |
| Hantz Financial Services, Inc. | 53,036 | $10.3M | 0.18% | −1,473−2.7% | Reduced |
| Group One Trading, L.P. | 52,824 | $10.3M | 0.41% | −7,855−12.9% | Reduced |
| Ameriprise Financial Inc | 52,382 | $10.2M | 0.00% | −2,407−4.4% | Reduced |
| California Public Employees Retirement System | 50,198 | $9.75M | 0.01% | −1,581−3.1% | Reduced |
| Wells Fargo & Company | 48,027 | $9.33M | 0.00% | −10,436−17.9% | Reduced |
| Retirement Systems of Alabama | 47,187 | $9.17M | 0.03% | −659−1.4% | Reduced |
| Corebridge Financial, Inc. | 46,354 | $9.01M | 0.05% | −3,114−6.3% | Reduced |
| State of Wisconsin Investment Board | 46,095 | $8.96M | 0.02% | −3,590−7.2% | Reduced |
| Holocene Advisors, LP | 40,621 | $7.89M | 0.03% | +40,621 | New |
| Azimuth Capital Investment Management LLC | 39,917 | $7.76M | 0.30% | −21,081−34.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 39,494 | $7.67M | 0.04% | −25,288−39.0% | Reduced |
| Primecap Management Co | 39,280 | $7.63M | 0.01% | −650−1.6% | Reduced |
| Trillium Asset Management, LLC | 39,075 | $7.59M | 0.19% | −161−0.4% | Reduced |
| New York State Teachers Retirement System | 37,506 | $7.29M | 0.02% | −200−0.5% | Reduced |
| State Board of Administration of Florida Retirement System | 36,235 | $7.04M | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 36,000 | $7.00M | 0.13% | +36,000 | New |
| California State Teachers Retirement System | 34,859 | $6.77M | 0.01% | −1,046−2.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 33,707 | $6.55M | 1.90% | −100−0.3% | Reduced |
| Great West Life Assurance Co | 32,774 | $6.37M | 0.01% | +2,089+6.8% | Added |
| Canada Pension Plan Investment Board | 31,600 | $6.14M | 0.01% | −1,100−3.4% | Reduced |
| Citizens Financial Group Inc | 31,121 | $6.05M | 0.12% | +59+0.2% | Added |
| Teachers Retirement System of the State of Kentucky | 28,406 | $5.52M | 0.05% | −340−1.2% | Reduced |
| Natixis Advisors, L.P. | 27,725 | $5.39M | 0.01% | +8,705+45.8% | Added |
| Voya Investment Management LLC | 26,943 | $5.24M | 0.01% | −1,457−5.1% | Reduced |
| Wetherby Asset Management Inc | 26,784 | $5.20M | 0.24% | −23−0.1% | Reduced |
| Trexquant Investment LP | 24,974 | $4.85M | 0.06% | −9,631−27.8% | Reduced |
| Lighthouse Investment Partners, LLC | 22,896 | $4.45M | 0.24% | +22,896 | New |
| Mutual of America Capital Management LLC | 21,892 | $4.25M | 0.04% | −1,229−5.3% | Reduced |
| MetLife Investment Management | 21,720 | $4.22M | 0.02% | −368−1.7% | Reduced |
| Washington Trust Advisors, Inc. | 21,506 | $4.18M | 0.36% | +541+2.6% | Added |
| Public Employees Retirement System of Ohio | 21,083 | $4.10M | 0.02% | −652−3.0% | Reduced |
| Banque Pictet & Cie SA | 20,921 | $4.07M | 0.04% | +20,921 | New |
| E. Ohman J:or Asset Management AB | 19,312 | $3.75M | 0.09% | +4,000+26.1% | Added |
| Amalgamated Bank | 18,934 | $3.68M | 0.03% | −1,040−5.2% | Reduced |
| TownSquare Capital, LLC | 18,915 | $3.68M | 0.04% | −249−1.3% | Reduced |
| Jane Street Group, LLC | 18,675 | $3.63M | 0.01% | +4,614+32.8% | Added |