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, Q4 2024
Institutional positions in Penumbra Inc as of Dec 31, 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
- 372
- +43 vs. Q3 2024
- Shares held
- 34.9M
- −264.8K (−0.8%) vs. Q3 2024
- Total value
- $8.30B
- +$1.46B (+21.3%) vs. Q3 2024
- New holders
- 68
- 122 more added
- Sold out
- 25
- 134 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,818,874 | $1.38B | 0.08% | −77,522−1.3% | Reduced |
| BlackRock, Inc. | 4,109,393 | $975.9M | 0.02% | +40,292+1.0% | Added |
| Vanguard Group Inc | 3,650,622 | $866.9M | 0.02% | −25,683−0.7% | Reduced |
| Champlain Investment Partners, LLC | 1,495,957 | $355.3M | 2.25% | −52,015−3.4% | Reduced |
| Price T Rowe Associates Inc | 1,265,687 | $300.6M | 0.03% | −719,571−36.2% | Reduced |
| State Street Corp | 1,203,218 | $285.7M | 0.01% | −33,453−2.7% | Reduced |
| William Blair Investment Management, LLC | 883,098 | $209.7M | 0.51% | −98,211−10.0% | Reduced |
| RTW Investments, LP | 862,450 | $204.8M | 3.10% | +66,700+8.4% | Added |
| Citadel Advisors LLC | 734,288 | $174.4M | 0.16% | +322,265+78.2% | Added |
| Baillie Gifford & Co | 730,233 | $173.4M | 0.13% | +138,387+23.4% | Added |
| T. Rowe Price Investment Management, Inc. | 707,061 | $167.9M | 0.10% | +227,506+47.4% | Added |
| Clearbridge Investments, LLC | 663,948 | $157.7M | 0.13% | −46,104−6.5% | Reduced |
| Geode Capital Management, LLC | 650,973 | $154.6M | 0.01% | −4,599−0.7% | Reduced |
| Congress Asset Management Co | 608,962 | $144.6M | 0.98% | −28,592−4.5% | Reduced |
| Janus Henderson Group PLC | 597,077 | $141.8M | 0.07% | −71,796−10.7% | Reduced |
| Capital World Investors | 543,825 | $129.1M | 0.02% | −1870.0% | Reduced |
| Morgan Stanley | 438,710 | $104.2M | 0.01% | −4,188−0.9% | Reduced |
| Thrivent Financial for Lutherans | 367,661 | $87.3M | 0.17% | −637−0.2% | Reduced |
| Bank of America Corp | 346,528 | $82.3M | 0.01% | +66,121+23.6% | Added |
| Dimensional Fund Advisors LP | 323,964 | $76.9M | 0.02% | +60,764+23.1% | Added |
| Northern Trust Corp | 318,230 | $75.6M | 0.01% | +54,890+20.8% | Added |
| Franklin Resources Inc | 314,064 | $74.6M | 0.02% | −5,168−1.6% | Reduced |
| Goldman Sachs Group Inc | 307,254 | $73.0M | 0.01% | +20,492+7.1% | Added |
| Allspring Global Investments Holdings, LLC | 299,397 | $71.8M | 0.12% | +85,284+39.8% | Added |
| Artisan Partners Limited Partnership | 296,058 | $70.3M | 0.11% | +5,470+1.9% | Added |
| Bank of New York Mellon Corp | 294,620 | $70.0M | 0.01% | +1,823+0.6% | Added |
| Baird Financial Group, Inc. | 280,198 | $66.5M | 0.13% | +85,542+43.9% | Added |
| Charles Schwab Investment Management Inc | 271,574 | $64.5M | 0.01% | +3,807+1.4% | Added |
| Rock Springs Capital Management LP | 240,000 | $57.0M | 2.17% | −25,000−9.4% | Reduced |
| Bellevue Group AG | 238,053 | $56.5M | 1.09% | −34,630−12.7% | Reduced |
| Norges Bank | 229,054 | $54.4M | 0.01% | −18,565−7.5% | Reduced |
| Alliancebernstein L.P. | 200,175 | $47.5M | 0.02% | +5,569+2.9% | Added |
| Braidwell LP | 183,828 | $43.7M | 1.29% | −177,600−49.1% | Reduced |
| Amundi | 161,939 | $41.7M | 0.01% | −16,347−9.2% | Reduced |
| PFM Health Sciences, LP | 166,261 | $39.5M | 3.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 159,435 | $37.9M | 0.05% | +26,144+19.6% | Added |
| TD Asset Management Inc | 142,996 | $34.0M | 0.03% | +27,012+23.3% | Added |
| JPMorgan Chase & Co | 131,028 | $31.1M | 0.00% | −253,114−65.9% | Reduced |
| Loomis Sayles & Co L P | 122,280 | $29.0M | 0.04% | +9,897+8.8% | Added |
| Polar Asset Management Partners Inc. | 122,126 | $29.0M | 0.43% | +11,605+10.5% | Added |
| Massachusetts Financial Services Co | 117,605 | $27.9M | 0.01% | −46,898−28.5% | Reduced |
| UBS Asset Management Americas Inc | 111,500 | $26.5M | 0.01% | +13,929+14.3% | Added |
| Rhumbline Advisers | 110,386 | $26.2M | 0.02% | +849+0.8% | Added |
| AXA S.A. | 109,641 | $26.0M | 0.08% | −1,478−1.3% | Reduced |
| SEI Investments Co | 107,616 | $25.6M | 0.03% | +17,027+18.8% | Added |
| Manufacturers Life Insurance Company, The | 104,193 | $24.7M | 0.02% | +1,486+1.4% | Added |
| Voya Investment Management LLC | 102,591 | $24.4M | 0.03% | +75,648+280.8% | Added |
| Adage Capital Partners GP, L.L.C. | 100,495 | $23.9M | 0.04% | +100,495 | New |
| Nuveen Asset Management, LLC | 99,176 | $23.6M | 0.01% | −13,777−12.2% | Reduced |
| C WorldWide Group Holding A/S | 97,000 | $23.0M | 0.28% | 00.0% | Unchanged |
| Principal Financial Group Inc | 89,100 | $21.2M | 0.01% | −1,578−1.7% | Reduced |
| Ensign Peak Advisors, Inc | 86,912 | $20.6M | 0.04% | −39,966−31.5% | Reduced |
| UBS Group AG | 83,173 | $19.8M | 0.00% | +66,939+412.3% | Added |
| Congress Wealth Management LLC | 79,868 | $19.0M | 0.26% | −590−0.7% | Reduced |
| Carret Asset Management, LLC | 79,000 | $18.8M | 2.05% | 00.0% | Unchanged |
| Perceptive Advisors LLC | 73,338 | $17.4M | 0.49% | +73,338 | New |
| Swiss National Bank | 72,500 | $17.2M | 0.01% | +600+0.8% | Added |
| Public Employees Retirement Association of Colorado | 67,550 | $16.0M | 0.06% | +63,686+1,648.2% | Added |
| NZS Capital, LLC | 64,314 | $15.3M | 0.65% | +2,260+3.6% | Added |
| Polar Capital Holdings Plc | 63,453 | $15.1M | 0.08% | −27,383−30.1% | Reduced |
| Legal & General Group Plc | 63,343 | $15.0M | 0.00% | −960−1.5% | Reduced |
| FIL Ltd | 61,723 | $14.7M | 0.01% | +282+0.5% | Added |
| New York State Common Retirement Fund | 61,190 | $14.5M | 0.02% | −409−0.7% | Reduced |
| Envestnet Asset Management Inc | 60,485 | $14.4M | 0.00% | +2,033+3.5% | Added |
| WCM Investment Management, LLC | 56,472 | $13.5M | 0.03% | +56,472 | New |
| Hantz Financial Services, Inc. | 51,792 | $12.3M | 0.21% | −1,244−2.3% | Reduced |
| Ameriprise Financial Inc | 51,771 | $12.3M | 0.00% | −611−1.2% | Reduced |
| Invesco Ltd. | 49,524 | $11.8M | 0.00% | −8,556−14.7% | Reduced |
| Retirement Systems of Alabama | 46,665 | $11.1M | 0.04% | −522−1.1% | Reduced |
| California Public Employees Retirement System | 45,502 | $10.8M | 0.01% | −4,696−9.4% | Reduced |
| State of Wisconsin Investment Board | 44,610 | $10.6M | 0.03% | −1,485−3.2% | Reduced |
| Marshall Wace, LLP | 43,952 | $10.4M | 0.01% | +42,130+2,312.3% | Added |
| Corebridge Financial, Inc. | 43,840 | $10.4M | 0.06% | −2,514−5.4% | Reduced |
| First Trust Advisors LP | 41,963 | $9.97M | 0.01% | +41,963 | New |
| Skandinaviska Enskilda Banken AB (publ) | 39,494 | $9.41M | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 39,506 | $9.38M | 0.00% | −8,521−17.7% | Reduced |
| Azimuth Capital Investment Management LLC | 39,177 | $9.30M | 0.36% | −740−1.9% | Reduced |
| New York State Teachers Retirement System | 37,654 | $8.94M | 0.02% | +148+0.4% | Added |
| Trillium Asset Management, LLC | 37,547 | $8.92M | 0.23% | −1,528−3.9% | Reduced |
| State Board of Administration of Florida Retirement System | 35,025 | $8.32M | 0.02% | −1,210−3.3% | Reduced |
| California State Teachers Retirement System | 34,527 | $8.20M | 0.01% | −332−1.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 33,607 | $7.98M | 2.32% | −100−0.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 33,584 | $7.98M | 0.13% | +33,584 | New |
| Teachers Retirement System of the State of Kentucky | 33,306 | $7.91M | 0.07% | +4,900+17.2% | Added |
| American Century Companies Inc | 30,854 | $7.33M | 0.00% | −57,978−65.3% | Reduced |
| Primecap Management Co | 30,730 | $7.30M | 0.01% | −8,550−21.8% | Reduced |
| Los Angeles Capital Management LLC | 30,582 | $7.26M | 0.03% | +20,756+211.2% | Added |
| Meridiem Capital Partners LP | 30,129 | $7.16M | 0.67% | +30,129 | New |
| Bryn Mawr Trust Co | 30,000 | $7.12M | 0.13% | −6,000−16.7% | Reduced |
| Barclays PLC | 29,796 | $7.08M | 0.00% | +11,771+65.3% | Added |
| Natixis Advisors, L.P. | 28,198 | $6.70M | 0.01% | +473+1.7% | Added |
| Wetherby Asset Management Inc | 26,577 | $6.31M | 0.30% | −207−0.8% | Reduced |
| Redmile Group, LLC | 25,743 | $6.11M | 0.43% | +11,896+85.9% | Added |
| Great West Life Assurance Co | 25,714 | $6.11M | 0.01% | −7,060−21.5% | Reduced |
| Woodline Partners LP | 25,323 | $6.01M | 0.04% | +20,218+396.0% | Added |
| Raymond James Financial Inc | 25,163 | $5.98M | 0.00% | +25,163 | New |
| MetLife Investment Management | 23,233 | $5.52M | 0.03% | +1,513+7.0% | Added |
| Citigroup Inc | 22,661 | $5.38M | 0.01% | +16,980+298.9% | Added |
| Public Employees Retirement System of Ohio | 22,399 | $5.32M | 0.02% | +1,316+6.2% | Added |
| E. Ohman J:or Asset Management AB | 21,312 | $5.06M | 0.12% | +2,000+10.4% | Added |