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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 9,214 | $1.79M | 0.01% | −100−1.1% | Reduced |
| Motley Fool Asset Management LLC | 9,877 | $1.89M | 0.11% | −204−2.0% | Reduced |
| Los Angeles Capital Management LLC | 9,826 | $1.91M | 0.01% | +8,222+512.6% | Added |
| Diversified Trust Co | 9,971 | $1.94M | 0.05% | +1,852+22.8% | Added |
| Pinebridge Investments, L.P. | 10,111 | $1.96M | 0.01% | +10,111 | New |
| Colony Group, LLC | 10,497 | $2.04M | 0.01% | +10,497 | New |
| Thoroughbred Financial Services, LLC | 10,507 | $2.04M | 0.13% | −221−2.1% | Reduced |
| Arizona State Retirement System | 10,605 | $2.06M | 0.01% | +312+3.0% | Added |
| Deutsche Bank AG | 10,607 | $2.06M | 0.00% | −60−0.6% | Reduced |
| Raymond James & Associates | 10,652 | $2.07M | 0.00% | −2,716−20.3% | Reduced |
| Handelsbanken Fonder AB | 10,658 | $2.07M | 0.01% | +1,600+17.7% | Added |
| Illinois Municipal Retirement Fund | 10,793 | $2.10M | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 10,800 | $2.10M | 0.04% | −200−1.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 11,383 | $2.21M | 0.30% | −91−0.8% | Reduced |
| PDT Partners, LLC | 11,516 | $2.24M | 0.20% | +3,521+44.0% | Added |
| LMR Partners LLP | 11,992 | $2.33M | 0.05% | +11,992 | New |
| Intech Investment Management LLC | 12,028 | $2.34M | 0.03% | −7,897−39.6% | Reduced |
| Caption Management, LLC | 12,050 | $2.34M | 0.25% | +3,200+36.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,429 | $2.42M | 0.00% | −479−3.7% | Reduced |
| Comerica Bank | 12,598 | $2.45M | 0.01% | −1,880−13.0% | Reduced |
| State of New Jersey Common Pension Fund D | 13,558 | $2.63M | 0.01% | +469+3.6% | Added |
| US Bancorp | 13,607 | $2.64M | 0.00% | −2,119−13.5% | Reduced |
| Neuberger Berman Group LLC | 13,806 | $2.68M | 0.00% | +5,154+59.6% | Added |
| Redmile Group, LLC | 13,847 | $2.69M | 0.16% | +13,847 | New |
| Algert Global LLC | 14,612 | $2.84M | 0.08% | −13,506−48.0% | Reduced |
| Yousif Capital Management, LLC | 14,734 | $2.86M | 0.03% | −1,949−11.7% | Reduced |
| Vestal Point Capital, LP | 15,000 | $2.91M | 0.23% | +15,000 | New |
| State of Tennessee, Treasury Department | 15,752 | $3.06M | 0.01% | −3,788−19.4% | Reduced |
| Treasurer of the State of North Carolina | 16,113 | $3.13M | 0.01% | +70+0.4% | Added |
| UBS Group AG | 16,234 | $3.15M | 0.00% | −3,001−15.6% | Reduced |
| Bank of Montreal | 16,658 | $3.19M | 0.00% | −6,218−27.2% | Reduced |
| Beacon Pointe Advisors, LLC | 16,457 | $3.20M | 0.04% | +17+0.1% | Added |
| Nomura Holdings Inc | 17,695 | $3.44M | 0.03% | +16,503+1,384.5% | Added |
| Barclays PLC | 18,025 | $3.50M | 0.00% | +2,559+16.5% | Added |
| Jane Street Group, LLC | 18,675 | $3.63M | 0.01% | +4,614+32.8% | Added |
| TownSquare Capital, LLC | 18,915 | $3.68M | 0.04% | −249−1.3% | Reduced |
| Amalgamated Bank | 18,934 | $3.68M | 0.03% | −1,040−5.2% | Reduced |
| E. Ohman J:or Asset Management AB | 19,312 | $3.75M | 0.09% | +4,000+26.1% | Added |
| Banque Pictet & Cie SA | 20,921 | $4.07M | 0.04% | +20,921 | New |
| Public Employees Retirement System of Ohio | 21,083 | $4.10M | 0.02% | −652−3.0% | Reduced |
| Washington Trust Advisors, Inc. | 21,506 | $4.18M | 0.36% | +541+2.6% | Added |
| MetLife Investment Management | 21,720 | $4.22M | 0.02% | −368−1.7% | Reduced |
| Mutual of America Capital Management LLC | 21,892 | $4.25M | 0.04% | −1,229−5.3% | Reduced |
| Lighthouse Investment Partners, LLC | 22,896 | $4.45M | 0.24% | +22,896 | New |
| Trexquant Investment LP | 24,974 | $4.85M | 0.06% | −9,631−27.8% | Reduced |
| Wetherby Asset Management Inc | 26,784 | $5.20M | 0.24% | −23−0.1% | Reduced |
| Voya Investment Management LLC | 26,943 | $5.24M | 0.01% | −1,457−5.1% | Reduced |
| Natixis Advisors, L.P. | 27,725 | $5.39M | 0.01% | +8,705+45.8% | Added |
| Teachers Retirement System of the State of Kentucky | 28,406 | $5.52M | 0.05% | −340−1.2% | Reduced |
| Citizens Financial Group Inc | 31,121 | $6.05M | 0.12% | +59+0.2% | Added |
| Canada Pension Plan Investment Board | 31,600 | $6.14M | 0.01% | −1,100−3.4% | Reduced |
| Great West Life Assurance Co | 32,774 | $6.37M | 0.01% | +2,089+6.8% | Added |
| Oak Harbor Wealth Partners, LLC | 33,707 | $6.55M | 1.90% | −100−0.3% | Reduced |
| California State Teachers Retirement System | 34,859 | $6.77M | 0.01% | −1,046−2.9% | Reduced |
| Bryn Mawr Trust Co | 36,000 | $7.00M | 0.13% | +36,000 | New |
| State Board of Administration of Florida Retirement System | 36,235 | $7.04M | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 37,506 | $7.29M | 0.02% | −200−0.5% | Reduced |
| Trillium Asset Management, LLC | 39,075 | $7.59M | 0.19% | −161−0.4% | Reduced |
| Primecap Management Co | 39,280 | $7.63M | 0.01% | −650−1.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 39,494 | $7.67M | 0.04% | −25,288−39.0% | Reduced |
| Azimuth Capital Investment Management LLC | 39,917 | $7.76M | 0.30% | −21,081−34.6% | Reduced |
| Holocene Advisors, LP | 40,621 | $7.89M | 0.03% | +40,621 | New |
| State of Wisconsin Investment Board | 46,095 | $8.96M | 0.02% | −3,590−7.2% | Reduced |
| Corebridge Financial, Inc. | 46,354 | $9.01M | 0.05% | −3,114−6.3% | Reduced |
| Retirement Systems of Alabama | 47,187 | $9.17M | 0.03% | −659−1.4% | Reduced |
| Wells Fargo & Company | 48,027 | $9.33M | 0.00% | −10,436−17.9% | Reduced |
| California Public Employees Retirement System | 50,198 | $9.75M | 0.01% | −1,581−3.1% | Reduced |
| Ameriprise Financial Inc | 52,382 | $10.2M | 0.00% | −2,407−4.4% | Reduced |
| Group One Trading, L.P. | 52,824 | $10.3M | 0.41% | −7,855−12.9% | Reduced |
| Hantz Financial Services, Inc. | 53,036 | $10.3M | 0.18% | −1,473−2.7% | Reduced |
| Invesco Ltd. | 58,080 | $11.3M | 0.00% | −2,186−3.6% | Reduced |
| Envestnet Asset Management Inc | 58,452 | $11.4M | 0.00% | −4,563−7.2% | Reduced |
| FIL Ltd | 61,441 | $11.9M | 0.01% | +61,441 | New |
| New York State Common Retirement Fund | 61,599 | $12.0M | 0.02% | −7,116−10.4% | Reduced |
| NZS Capital, LLC | 62,054 | $12.1M | 0.47% | +62,054 | New |
| Legal & General Group Plc | 64,303 | $12.5M | 0.00% | +1,028+1.6% | Added |
| ExodusPoint Capital Management, LP | 65,992 | $12.8M | 0.13% | +65,992 | New |
| Swiss National Bank | 71,900 | $14.0M | 0.01% | −500−0.7% | Reduced |
| Carret Asset Management, LLC | 79,000 | $15.4M | 1.67% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 80,458 | $15.6M | 0.21% | +390+0.5% | Added |
| American Century Companies Inc | 88,832 | $17.3M | 0.01% | −72,507−44.9% | Reduced |
| Renaissance Technologies LLC | 90,000 | $17.5M | 0.03% | −9,700−9.7% | Reduced |
| SEI Investments Co | 90,589 | $17.6M | 0.02% | +10,099+12.5% | Added |
| Principal Financial Group Inc | 90,678 | $17.6M | 0.01% | −38,767−29.9% | Reduced |
| Polar Capital Holdings Plc | 90,836 | $17.7M | 0.10% | −20,367−18.3% | Reduced |
| C WorldWide Group Holding A/S | 97,000 | $18.8M | 0.20% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 97,571 | $19.0M | 0.00% | +995+1.0% | Added |
| Manufacturers Life Insurance Company, The | 102,707 | $20.0M | 0.02% | −4,108−3.8% | Reduced |
| Rhumbline Advisers | 109,537 | $21.3M | 0.02% | +405+0.4% | Added |
| Polar Asset Management Partners Inc. | 110,521 | $21.5M | 0.51% | +110,521 | New |
| AXA S.A. | 111,119 | $21.6M | 0.06% | −1,141−1.0% | Reduced |
| Loomis Sayles & Co L P | 112,383 | $21.8M | 0.03% | +13,534+13.7% | Added |
| Nuveen Asset Management, LLC | 112,953 | $21.9M | 0.01% | −7,341−6.1% | Reduced |
| TD Asset Management Inc | 115,984 | $22.2M | 0.02% | −17,958−13.4% | Reduced |
| Ensign Peak Advisors, Inc | 126,878 | $24.7M | 0.04% | +114,207+901.3% | Added |
| AQR Capital Management LLC | 133,291 | $25.7M | 0.04% | −45,122−25.3% | Reduced |
| Man Group plc | 144,985 | $28.2M | 0.08% | +20,457+16.4% | Added |
| Massachusetts Financial Services Co | 164,503 | $32.0M | 0.01% | +164,503 | New |
| PFM Health Sciences, LP | 166,261 | $32.3M | 1.85% | −18,850−10.2% | Reduced |
| Amundi | 178,286 | $34.7M | 0.01% | +6,685+3.9% | Added |