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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 43,952 | $10.4M | 0.01% | +42,130+2,312.3% | Added |
| State of Wisconsin Investment Board | 44,610 | $10.6M | 0.03% | −1,485−3.2% | Reduced |
| California Public Employees Retirement System | 45,502 | $10.8M | 0.01% | −4,696−9.4% | Reduced |
| Retirement Systems of Alabama | 46,665 | $11.1M | 0.04% | −522−1.1% | Reduced |
| Invesco Ltd. | 49,524 | $11.8M | 0.00% | −8,556−14.7% | Reduced |
| Ameriprise Financial Inc | 51,771 | $12.3M | 0.00% | −611−1.2% | Reduced |
| Hantz Financial Services, Inc. | 51,792 | $12.3M | 0.21% | −1,244−2.3% | Reduced |
| WCM Investment Management, LLC | 56,472 | $13.5M | 0.03% | +56,472 | New |
| Envestnet Asset Management Inc | 60,485 | $14.4M | 0.00% | +2,033+3.5% | Added |
| New York State Common Retirement Fund | 61,190 | $14.5M | 0.02% | −409−0.7% | Reduced |
| FIL Ltd | 61,723 | $14.7M | 0.01% | +282+0.5% | Added |
| Legal & General Group Plc | 63,343 | $15.0M | 0.00% | −960−1.5% | Reduced |
| Polar Capital Holdings Plc | 63,453 | $15.1M | 0.08% | −27,383−30.1% | Reduced |
| NZS Capital, LLC | 64,314 | $15.3M | 0.65% | +2,260+3.6% | Added |
| Public Employees Retirement Association of Colorado | 67,550 | $16.0M | 0.06% | +63,686+1,648.2% | Added |
| Swiss National Bank | 72,500 | $17.2M | 0.01% | +600+0.8% | Added |
| Perceptive Advisors LLC | 73,338 | $17.4M | 0.49% | +73,338 | New |
| Carret Asset Management, LLC | 79,000 | $18.8M | 2.05% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 79,868 | $19.0M | 0.26% | −590−0.7% | Reduced |
| UBS Group AG | 83,173 | $19.8M | 0.00% | +66,939+412.3% | Added |
| Ensign Peak Advisors, Inc | 86,912 | $20.6M | 0.04% | −39,966−31.5% | Reduced |
| Principal Financial Group Inc | 89,100 | $21.2M | 0.01% | −1,578−1.7% | Reduced |
| C WorldWide Group Holding A/S | 97,000 | $23.0M | 0.28% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 99,176 | $23.6M | 0.01% | −13,777−12.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 100,495 | $23.9M | 0.04% | +100,495 | New |
| Voya Investment Management LLC | 102,591 | $24.4M | 0.03% | +75,648+280.8% | Added |
| Manufacturers Life Insurance Company, The | 104,193 | $24.7M | 0.02% | +1,486+1.4% | Added |
| SEI Investments Co | 107,616 | $25.6M | 0.03% | +17,027+18.8% | Added |
| AXA S.A. | 109,641 | $26.0M | 0.08% | −1,478−1.3% | Reduced |
| Rhumbline Advisers | 110,386 | $26.2M | 0.02% | +849+0.8% | Added |
| UBS Asset Management Americas Inc | 111,500 | $26.5M | 0.01% | +13,929+14.3% | Added |
| Massachusetts Financial Services Co | 117,605 | $27.9M | 0.01% | −46,898−28.5% | Reduced |
| Polar Asset Management Partners Inc. | 122,126 | $29.0M | 0.43% | +11,605+10.5% | Added |
| Loomis Sayles & Co L P | 122,280 | $29.0M | 0.04% | +9,897+8.8% | Added |
| JPMorgan Chase & Co | 131,028 | $31.1M | 0.00% | −253,114−65.9% | Reduced |
| TD Asset Management Inc | 142,996 | $34.0M | 0.03% | +27,012+23.3% | Added |
| AQR Capital Management LLC | 159,435 | $37.9M | 0.05% | +26,144+19.6% | Added |
| PFM Health Sciences, LP | 166,261 | $39.5M | 3.01% | 00.0% | Unchanged |
| Amundi | 161,939 | $41.7M | 0.01% | −16,347−9.2% | Reduced |
| Braidwell LP | 183,828 | $43.7M | 1.29% | −177,600−49.1% | Reduced |
| Alliancebernstein L.P. | 200,175 | $47.5M | 0.02% | +5,569+2.9% | Added |
| Norges Bank | 229,054 | $54.4M | 0.01% | −18,565−7.5% | Reduced |
| Bellevue Group AG | 238,053 | $56.5M | 1.09% | −34,630−12.7% | Reduced |
| Rock Springs Capital Management LP | 240,000 | $57.0M | 2.17% | −25,000−9.4% | Reduced |
| Charles Schwab Investment Management Inc | 271,574 | $64.5M | 0.01% | +3,807+1.4% | Added |
| Baird Financial Group, Inc. | 280,198 | $66.5M | 0.13% | +85,542+43.9% | Added |
| Bank of New York Mellon Corp | 294,620 | $70.0M | 0.01% | +1,823+0.6% | Added |
| Artisan Partners Limited Partnership | 296,058 | $70.3M | 0.11% | +5,470+1.9% | Added |
| Allspring Global Investments Holdings, LLC | 299,397 | $71.8M | 0.12% | +85,284+39.8% | Added |
| Goldman Sachs Group Inc | 307,254 | $73.0M | 0.01% | +20,492+7.1% | Added |
| Franklin Resources Inc | 314,064 | $74.6M | 0.02% | −5,168−1.6% | Reduced |
| Northern Trust Corp | 318,230 | $75.6M | 0.01% | +54,890+20.8% | Added |
| Dimensional Fund Advisors LP | 323,964 | $76.9M | 0.02% | +60,764+23.1% | Added |
| Bank of America Corp | 346,528 | $82.3M | 0.01% | +66,121+23.6% | Added |
| Thrivent Financial for Lutherans | 367,661 | $87.3M | 0.17% | −637−0.2% | Reduced |
| Morgan Stanley | 438,710 | $104.2M | 0.01% | −4,188−0.9% | Reduced |
| Capital World Investors | 543,825 | $129.1M | 0.02% | −1870.0% | Reduced |
| Janus Henderson Group PLC | 597,077 | $141.8M | 0.07% | −71,796−10.7% | Reduced |
| Congress Asset Management Co | 608,962 | $144.6M | 0.98% | −28,592−4.5% | Reduced |
| Geode Capital Management, LLC | 650,973 | $154.6M | 0.01% | −4,599−0.7% | Reduced |
| Clearbridge Investments, LLC | 663,948 | $157.7M | 0.13% | −46,104−6.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 707,061 | $167.9M | 0.10% | +227,506+47.4% | Added |
| Baillie Gifford & Co | 730,233 | $173.4M | 0.13% | +138,387+23.4% | Added |
| Citadel Advisors LLC | 734,288 | $174.4M | 0.16% | +322,265+78.2% | Added |
| RTW Investments, LP | 862,450 | $204.8M | 3.10% | +66,700+8.4% | Added |
| William Blair Investment Management, LLC | 883,098 | $209.7M | 0.51% | −98,211−10.0% | Reduced |
| State Street Corp | 1,203,218 | $285.7M | 0.01% | −33,453−2.7% | Reduced |
| Price T Rowe Associates Inc | 1,265,687 | $300.6M | 0.03% | −719,571−36.2% | Reduced |
| Champlain Investment Partners, LLC | 1,495,957 | $355.3M | 2.25% | −52,015−3.4% | Reduced |
| Vanguard Group Inc | 3,650,622 | $866.9M | 0.02% | −25,683−0.7% | Reduced |
| BlackRock, Inc. | 4,109,393 | $975.9M | 0.02% | +40,292+1.0% | Added |
| FMR LLC | 5,818,874 | $1.38B | 0.08% | −77,522−1.3% | Reduced |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −65,992−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −52,824−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −31,121−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −22,896−100.0% | Sold out |
| Vestal Point Capital, LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −12,050−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −11,992−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −3,977−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −3,838−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −2,806−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,215−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −1,565−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,448−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,246−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |