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 |
|---|---|---|---|---|---|
| Barclays PLC | 18,025 | $3.50M | 0.00% | +2,559+16.5% | Added |
| Nomura Holdings Inc | 17,695 | $3.44M | 0.03% | +16,503+1,384.5% | Added |
| Beacon Pointe Advisors, LLC | 16,457 | $3.20M | 0.04% | +17+0.1% | Added |
| Bank of Montreal | 16,658 | $3.19M | 0.00% | −6,218−27.2% | Reduced |
| UBS Group AG | 16,234 | $3.15M | 0.00% | −3,001−15.6% | Reduced |
| Treasurer of the State of North Carolina | 16,113 | $3.13M | 0.01% | +70+0.4% | Added |
| State of Tennessee, Treasury Department | 15,752 | $3.06M | 0.01% | −3,788−19.4% | Reduced |
| Vestal Point Capital, LP | 15,000 | $2.91M | 0.23% | +15,000 | New |
| Yousif Capital Management, LLC | 14,734 | $2.86M | 0.03% | −1,949−11.7% | Reduced |
| Algert Global LLC | 14,612 | $2.84M | 0.08% | −13,506−48.0% | Reduced |
| Redmile Group, LLC | 13,847 | $2.69M | 0.16% | +13,847 | New |
| Neuberger Berman Group LLC | 13,806 | $2.68M | 0.00% | +5,154+59.6% | Added |
| US Bancorp | 13,607 | $2.64M | 0.00% | −2,119−13.5% | Reduced |
| State of New Jersey Common Pension Fund D | 13,558 | $2.63M | 0.01% | +469+3.6% | Added |
| Comerica Bank | 12,598 | $2.45M | 0.01% | −1,880−13.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,429 | $2.42M | 0.00% | −479−3.7% | Reduced |
| Caption Management, LLC | 12,050 | $2.34M | 0.25% | +3,200+36.2% | Added |
| Intech Investment Management LLC | 12,028 | $2.34M | 0.03% | −7,897−39.6% | Reduced |
| LMR Partners LLP | 11,992 | $2.33M | 0.05% | +11,992 | New |
| PDT Partners, LLC | 11,516 | $2.24M | 0.20% | +3,521+44.0% | Added |
| Linden Thomas Advisory Services, LLC | 11,383 | $2.21M | 0.30% | −91−0.8% | Reduced |
| Louisiana State Employees Retirement System | 10,800 | $2.10M | 0.04% | −200−1.8% | Reduced |
| Illinois Municipal Retirement Fund | 10,793 | $2.10M | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 10,658 | $2.07M | 0.01% | +1,600+17.7% | Added |
| Raymond James & Associates | 10,652 | $2.07M | 0.00% | −2,716−20.3% | Reduced |
| Deutsche Bank AG | 10,607 | $2.06M | 0.00% | −60−0.6% | Reduced |
| Arizona State Retirement System | 10,605 | $2.06M | 0.01% | +312+3.0% | Added |
| Thoroughbred Financial Services, LLC | 10,507 | $2.04M | 0.13% | −221−2.1% | Reduced |
| Colony Group, LLC | 10,497 | $2.04M | 0.01% | +10,497 | New |
| Pinebridge Investments, L.P. | 10,111 | $1.96M | 0.01% | +10,111 | New |
| Diversified Trust Co | 9,971 | $1.94M | 0.05% | +1,852+22.8% | Added |
| Los Angeles Capital Management LLC | 9,826 | $1.91M | 0.01% | +8,222+512.6% | Added |
| Motley Fool Asset Management LLC | 9,877 | $1.89M | 0.11% | −204−2.0% | Reduced |
| State of Michigan Retirement System | 9,214 | $1.79M | 0.01% | −100−1.1% | Reduced |
| LPL Financial LLC | 9,118 | $1.77M | 0.00% | −3,060−25.1% | Reduced |
| Oppenheimer Asset Management Inc. | 9,118 | $1.77M | 0.02% | +347+4.0% | Added |
| Mariner, LLC | 8,892 | $1.73M | 0.00% | +710+8.7% | Added |
| Blair William & Co | 8,880 | $1.73M | 0.01% | −8,776−49.7% | Reduced |
| First Hawaiian Bank | 8,625 | $1.68M | 0.05% | −250−2.8% | Reduced |
| D. E. Shaw & Co., Inc. | 8,620 | $1.67M | 0.00% | +53+0.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 8,618 | $1.67M | 0.04% | −34−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,563 | $1.66M | 0.01% | −29−0.3% | Reduced |
| Bessemer Group Inc | 8,054 | $1.56M | 0.00% | +1,044+14.9% | Added |
| Ameritas Investment Partners, Inc. | 7,969 | $1.55M | 0.05% | −276−3.3% | Reduced |
| Oregon Public Employees Retirement Fund | 7,918 | $1.54M | 0.03% | −123−1.5% | Reduced |
| SG Americas Securities, LLC | 7,828 | $1.52M | 0.01% | −982−11.1% | Reduced |
| New Mexico Educational Retirement Board | 7,800 | $1.52M | 0.05% | 00.0% | Unchanged |
| Xponance, Inc. | 7,732 | $1.50M | 0.01% | +16+0.2% | Added |
| Victory Capital Management Inc | 7,336 | $1.43M | 0.00% | −565−7.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,225 | $1.40M | 0.00% | +953+15.2% | Added |
| ClariVest Asset Management LLC | 7,523 | $1.35M | 0.14% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 6,882 | $1.34M | 0.00% | −400−5.5% | Reduced |
| Royal Bank of Canada | 6,530 | $1.27M | 0.00% | −2,583−28.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,337 | $1.23M | 0.00% | −62−1.0% | Reduced |
| Utah Retirement Systems | 6,117 | $1.19M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 5,792 | $1.13M | 0.00% | +128+2.3% | Added |
| Bridgewater Associates, LP | 5,789 | $1.12M | 0.01% | −13,613−70.2% | Reduced |
| Citigroup Inc | 5,681 | $1.10M | 0.00% | +698+14.0% | Added |
| Pacer Advisors, Inc. | 5,664 | $1.10M | 0.00% | −128−2.2% | Reduced |
| Vontobel Holding Ltd. | 5,620 | $1.09M | 0.00% | +5,620 | New |
| S&CO Inc | 5,500 | $1.07M | 0.07% | +500+10.0% | Added |
| AlTi Global, Inc. | 5,295 | $1.03M | 0.02% | −2,509−32.2% | Reduced |
| Millennium Management LLC | 5,249 | $1.02M | 0.00% | −99,922−95.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 5,225 | $1.02M | 0.15% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 5,228 | $1.01M | 0.00% | +457+9.6% | Added |
| Norden Group LLC | 5,203 | $1.01M | 0.12% | +1,624+45.4% | Added |
| Woodline Partners LP | 5,105 | $992.0K | 0.01% | +5,105 | New |
| Toroso Investments, LLC | 5,008 | $973.1K | 0.01% | +130+2.7% | Added |
| HRT Financial LP | 4,996 | $970.0K | 0.00% | +4,996 | New |
| Exchange Traded Concepts, LLC | 4,586 | $891.1K | 0.02% | −636−12.2% | Reduced |
| State of Alaska, Department of Revenue | 4,490 | $872.0K | 0.01% | +305+7.3% | Added |
| New York Life Investment Management LLC | 4,454 | $865.5K | 0.01% | −239−5.1% | Reduced |
| JustInvest LLC | 4,282 | $832.0K | 0.01% | −30−0.7% | Reduced |
| Federated Hermes, Inc. | 4,114 | $799.4K | 0.00% | −57,627−93.3% | Reduced |
| BNP Paribas Arbitrage, SA | 4,094 | $795.5K | 0.00% | −13,789−77.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,069 | $790.6K | 0.26% | +13+0.3% | Added |
| AlphaCentric Advisors LLC | 4,000 | $777.2K | 0.58% | +4,000 | New |
| Employees Retirement System of Texas | 3,999 | $777.0K | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 3,977 | $772.8K | 0.03% | +3,977 | New |
| Susquehanna International Group, LLP | 3,975 | $772.4K | 0.00% | +3,975 | New |
| Guggenheim Capital LLC | 3,907 | $759.2K | 0.01% | −266−6.4% | Reduced |
| Public Employees Retirement Association of Colorado | 3,864 | $751.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 3,846 | $747.3K | 0.00% | −291−7.0% | Reduced |
| Highland Capital Management, LLC | 3,838 | $745.8K | 0.04% | −144−3.6% | Reduced |
| Adviser Investments LLC | 3,825 | $743.2K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,773 | $733.1K | 0.07% | −213−5.3% | Reduced |
| HSBC Holdings PLC | 3,709 | $715.9K | 0.00% | −2,443−39.7% | Reduced |
| Cerity Partners LLC | 3,612 | $701.8K | 0.00% | +583+19.2% | Added |
| Baker Avenue Asset Management, LP | 3,277 | $636.8K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,275 | $636.4K | 0.17% | +143+4.6% | Added |
| Keybank National Association | 3,241 | $629.8K | 0.00% | −182−5.3% | Reduced |
| Silvercrest Asset Management Group LLC | 3,153 | $612.7K | 0.00% | +27+0.9% | Added |
| Schonfeld Strategic Advisors LLC | 3,127 | $607.6K | 0.00% | −3,821−55.0% | Reduced |
| Cynosure Management, LLC | 3,087 | $599.8K | 0.09% | +1,043+51.0% | Added |
| Securian Asset Management, Inc | 3,055 | $593.6K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 3,031 | $589.0K | 0.00% | −57−1.8% | Reduced |
| Yorktown Management & Research Co Inc | 3,000 | $582.9K | 0.60% | 00.0% | Unchanged |
| Rathbone Brothers plc | 3,000 | $582.9K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 2,982 | $579.4K | 0.00% | −399−11.8% | Reduced |
| Crossmark Global Holdings, Inc. | 2,960 | $575.0K | 0.01% | +422+16.6% | Added |