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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 6,270 | $1.49M | 0.00% | −67−1.1% | Reduced |
| Danske Bank A/S | 6,387 | $1.52M | 0.00% | +5,687+812.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,512 | $1.55M | 0.00% | −713−9.9% | Reduced |
| BNP Paribas Arbitrage, SA | 6,523 | $1.55M | 0.00% | +2,429+59.3% | Added |
| D. E. Shaw & Co., Inc. | 6,822 | $1.62M | 0.00% | −1,798−20.9% | Reduced |
| Victory Capital Management Inc | 7,165 | $1.70M | 0.00% | −171−2.3% | Reduced |
| Colony Group, LLC | 7,187 | $1.71M | 0.00% | −3,310−31.5% | Reduced |
| KLP Kapitalforvaltning AS | 7,500 | $1.78M | 0.01% | +7,500 | New |
| Ieq Capital, LLC | 7,642 | $1.81M | 0.02% | +7,642 | New |
| Ameritas Investment Partners, Inc. | 7,687 | $1.83M | 0.06% | −282−3.5% | Reduced |
| Jain Global LLC | 7,717 | $1.83M | 0.05% | +7,717 | New |
| New Mexico Educational Retirement Board | 7,800 | $1.85M | 0.06% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,818 | $1.86M | 0.03% | −100−1.3% | Reduced |
| Teacher Retirement System of Texas | 7,876 | $1.87M | 0.01% | +6,265+388.9% | Added |
| Xponance, Inc. | 7,948 | $1.89M | 0.02% | +216+2.8% | Added |
| Intech Investment Management LLC | 7,967 | $1.89M | 0.02% | −4,061−33.8% | Reduced |
| Allianz Asset Management GmbH | 8,082 | $1.92M | 0.00% | +1,200+17.4% | Added |
| Renaissance Technologies LLC | 8,100 | $1.92M | 0.00% | −81,900−91.0% | Reduced |
| Twin Tree Management, LP | 8,211 | $1.95M | 0.05% | +8,211 | New |
| Deutsche Bank AG | 8,223 | $1.95M | 0.00% | −2,384−22.5% | Reduced |
| Bessemer Group Inc | 8,320 | $1.98M | 0.00% | +266+3.3% | Added |
| New Age Alpha Advisors, LLC | 8,398 | $1.99M | 0.08% | +8,398 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,476 | $2.01M | 0.01% | −87−1.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,530 | $2.03M | 0.04% | −88−1.0% | Reduced |
| First Hawaiian Bank | 8,625 | $2.05M | 0.07% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 8,675 | $2.06M | 0.02% | +8,675 | New |
| HRT Financial LP | 8,745 | $2.08M | 0.01% | +3,749+75.0% | Added |
| Oppenheimer Asset Management Inc. | 8,755 | $2.08M | 0.03% | −363−4.0% | Reduced |
| Trexquant Investment LP | 8,854 | $2.10M | 0.02% | −16,120−64.5% | Reduced |
| Exome Asset Management LLC | 9,000 | $2.14M | 1.61% | +9,000 | New |
| Quantinno Capital Management LP | 9,031 | $2.14M | 0.02% | +7,519+497.3% | Added |
| State of Michigan Retirement System | 9,114 | $2.16M | 0.01% | −100−1.1% | Reduced |
| Mariner, LLC | 9,356 | $2.22M | 0.00% | +464+5.2% | Added |
| LPL Financial LLC | 9,486 | $2.25M | 0.00% | +368+4.0% | Added |
| Silvercrest Asset Management Group LLC | 9,627 | $2.29M | 0.02% | +6,474+205.3% | Added |
| Nomura Holdings Inc | 10,052 | $2.39M | 0.01% | −7,643−43.2% | Reduced |
| Holocene Advisors, LP | 10,104 | $2.40M | 0.01% | −30,517−75.1% | Reduced |
| Diversified Trust Co | 10,269 | $2.44M | 0.06% | +298+3.0% | Added |
| CWM, LLC | 10,329 | $2.45M | 0.01% | +8,318+413.6% | Added |
| Thoroughbred Financial Services, LLC | 10,457 | $2.48M | 0.15% | −50−0.5% | Reduced |
| Beacon Pointe Advisors, LLC | 10,555 | $2.51M | 0.03% | −5,902−35.9% | Reduced |
| Handelsbanken Fonder AB | 10,558 | $2.51M | 0.01% | −100−0.9% | Reduced |
| Louisiana State Employees Retirement System | 10,700 | $2.54M | 0.05% | −100−0.9% | Reduced |
| Arizona State Retirement System | 10,710 | $2.54M | 0.02% | +105+1.0% | Added |
| Neuberger Berman Group LLC | 10,739 | $2.55M | 0.00% | −3,067−22.2% | Reduced |
| Illinois Municipal Retirement Fund | 10,793 | $2.56M | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,655 | $2.58M | 0.00% | −1,774−14.3% | Reduced |
| Motley Fool Asset Management LLC | 10,897 | $2.59M | 0.13% | +1,020+10.3% | Added |
| Bank of Montreal | 11,348 | $2.69M | 0.00% | −5,310−31.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 11,365 | $2.70M | 0.34% | −18−0.2% | Reduced |
| Canada Pension Plan Investment Board | 11,400 | $2.71M | 0.00% | −20,200−63.9% | Reduced |
| PDT Partners, LLC | 11,530 | $2.74M | 0.24% | +14+0.1% | Added |
| Comerica Bank | 12,015 | $2.85M | 0.01% | −583−4.6% | Reduced |
| US Bancorp | 12,864 | $3.05M | 0.00% | −743−5.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,217 | $3.14M | 0.03% | +13,217 | New |
| State of New Jersey Common Pension Fund D | 13,558 | $3.22M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 13,985 | $3.32M | 0.04% | −749−5.1% | Reduced |
| Royal Bank of Canada | 14,240 | $3.38M | 0.00% | +7,710+118.1% | Added |
| Calamos Advisors LLC | 14,415 | $3.42M | 0.02% | +14,415 | New |
| Pinebridge Investments, L.P. | 14,425 | $3.43M | 0.03% | +4,314+42.7% | Added |
| EFG Asset Management (North America) Corp. | 14,860 | $3.53M | 0.48% | +14,860 | New |
| State of Tennessee, Treasury Department | 15,320 | $3.64M | 0.01% | −432−2.7% | Reduced |
| Treasurer of the State of North Carolina | 16,213 | $3.85M | 0.02% | +100+0.6% | Added |
| Amalgamated Bank | 18,714 | $4.44M | 0.04% | −220−1.2% | Reduced |
| Algert Global LLC | 18,974 | $4.51M | 0.11% | +4,362+29.9% | Added |
| Banque Pictet & Cie SA | 19,160 | $4.55M | 0.04% | −1,761−8.4% | Reduced |
| TownSquare Capital, LLC | 19,316 | $4.59M | 0.05% | +401+2.1% | Added |
| Jane Street Group, LLC | 19,398 | $4.61M | 0.01% | +723+3.9% | Added |
| Russell Investments Group, Ltd. | 19,989 | $4.75M | 0.01% | +17,840+830.2% | Added |
| Man Group plc | 20,396 | $4.84M | 0.01% | −124,589−85.9% | Reduced |
| Washington Trust Advisors, Inc. | 20,749 | $4.93M | 0.41% | −757−3.5% | Reduced |
| Mutual of America Capital Management LLC | 21,095 | $5.01M | 0.05% | −797−3.6% | Reduced |
| E. Ohman J:or Asset Management AB | 21,312 | $5.06M | 0.12% | +2,000+10.4% | Added |
| Public Employees Retirement System of Ohio | 22,399 | $5.32M | 0.02% | +1,316+6.2% | Added |
| Citigroup Inc | 22,661 | $5.38M | 0.01% | +16,980+298.9% | Added |
| MetLife Investment Management | 23,233 | $5.52M | 0.03% | +1,513+7.0% | Added |
| Raymond James Financial Inc | 25,163 | $5.98M | 0.00% | +25,163 | New |
| Woodline Partners LP | 25,323 | $6.01M | 0.04% | +20,218+396.0% | Added |
| Great West Life Assurance Co | 25,714 | $6.11M | 0.01% | −7,060−21.5% | Reduced |
| Redmile Group, LLC | 25,743 | $6.11M | 0.43% | +11,896+85.9% | Added |
| Wetherby Asset Management Inc | 26,577 | $6.31M | 0.30% | −207−0.8% | Reduced |
| Natixis Advisors, L.P. | 28,198 | $6.70M | 0.01% | +473+1.7% | Added |
| Barclays PLC | 29,796 | $7.08M | 0.00% | +11,771+65.3% | Added |
| Bryn Mawr Trust Co | 30,000 | $7.12M | 0.13% | −6,000−16.7% | Reduced |
| Meridiem Capital Partners LP | 30,129 | $7.16M | 0.67% | +30,129 | New |
| Los Angeles Capital Management LLC | 30,582 | $7.26M | 0.03% | +20,756+211.2% | Added |
| Primecap Management Co | 30,730 | $7.30M | 0.01% | −8,550−21.8% | Reduced |
| American Century Companies Inc | 30,854 | $7.33M | 0.00% | −57,978−65.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 33,306 | $7.91M | 0.07% | +4,900+17.2% | Added |
| Susquehanna Fundamental Investments, LLC | 33,584 | $7.98M | 0.13% | +33,584 | New |
| Oak Harbor Wealth Partners, LLC | 33,607 | $7.98M | 2.32% | −100−0.3% | Reduced |
| California State Teachers Retirement System | 34,527 | $8.20M | 0.01% | −332−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 35,025 | $8.32M | 0.02% | −1,210−3.3% | Reduced |
| Trillium Asset Management, LLC | 37,547 | $8.92M | 0.23% | −1,528−3.9% | Reduced |
| New York State Teachers Retirement System | 37,654 | $8.94M | 0.02% | +148+0.4% | Added |
| Azimuth Capital Investment Management LLC | 39,177 | $9.30M | 0.36% | −740−1.9% | Reduced |
| Wells Fargo & Company | 39,506 | $9.38M | 0.00% | −8,521−17.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 39,494 | $9.41M | 0.04% | 00.0% | Unchanged |
| First Trust Advisors LP | 41,963 | $9.97M | 0.01% | +41,963 | New |
| Corebridge Financial, Inc. | 43,840 | $10.4M | 0.06% | −2,514−5.4% | Reduced |