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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 21,095 | $5.01M | 0.05% | −797−3.6% | Reduced |
| Washington Trust Advisors, Inc. | 20,749 | $4.93M | 0.41% | −757−3.5% | Reduced |
| Man Group plc | 20,396 | $4.84M | 0.01% | −124,589−85.9% | Reduced |
| Russell Investments Group, Ltd. | 19,989 | $4.75M | 0.01% | +17,840+830.2% | Added |
| Jane Street Group, LLC | 19,398 | $4.61M | 0.01% | +723+3.9% | Added |
| TownSquare Capital, LLC | 19,316 | $4.59M | 0.05% | +401+2.1% | Added |
| Banque Pictet & Cie SA | 19,160 | $4.55M | 0.04% | −1,761−8.4% | Reduced |
| Algert Global LLC | 18,974 | $4.51M | 0.11% | +4,362+29.9% | Added |
| Amalgamated Bank | 18,714 | $4.44M | 0.04% | −220−1.2% | Reduced |
| Treasurer of the State of North Carolina | 16,213 | $3.85M | 0.02% | +100+0.6% | Added |
| State of Tennessee, Treasury Department | 15,320 | $3.64M | 0.01% | −432−2.7% | Reduced |
| EFG Asset Management (North America) Corp. | 14,860 | $3.53M | 0.48% | +14,860 | New |
| Pinebridge Investments, L.P. | 14,425 | $3.43M | 0.03% | +4,314+42.7% | Added |
| Calamos Advisors LLC | 14,415 | $3.42M | 0.02% | +14,415 | New |
| Royal Bank of Canada | 14,240 | $3.38M | 0.00% | +7,710+118.1% | Added |
| Yousif Capital Management, LLC | 13,985 | $3.32M | 0.04% | −749−5.1% | Reduced |
| State of New Jersey Common Pension Fund D | 13,558 | $3.22M | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 13,217 | $3.14M | 0.03% | +13,217 | New |
| US Bancorp | 12,864 | $3.05M | 0.00% | −743−5.5% | Reduced |
| Comerica Bank | 12,015 | $2.85M | 0.01% | −583−4.6% | Reduced |
| PDT Partners, LLC | 11,530 | $2.74M | 0.24% | +14+0.1% | Added |
| Canada Pension Plan Investment Board | 11,400 | $2.71M | 0.00% | −20,200−63.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 11,365 | $2.70M | 0.34% | −18−0.2% | Reduced |
| Bank of Montreal | 11,348 | $2.69M | 0.00% | −5,310−31.9% | Reduced |
| Motley Fool Asset Management LLC | 10,897 | $2.59M | 0.13% | +1,020+10.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,655 | $2.58M | 0.00% | −1,774−14.3% | Reduced |
| Illinois Municipal Retirement Fund | 10,793 | $2.56M | 0.04% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 10,739 | $2.55M | 0.00% | −3,067−22.2% | Reduced |
| Arizona State Retirement System | 10,710 | $2.54M | 0.02% | +105+1.0% | Added |
| Louisiana State Employees Retirement System | 10,700 | $2.54M | 0.05% | −100−0.9% | Reduced |
| Handelsbanken Fonder AB | 10,558 | $2.51M | 0.01% | −100−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 10,555 | $2.51M | 0.03% | −5,902−35.9% | Reduced |
| Thoroughbred Financial Services, LLC | 10,457 | $2.48M | 0.15% | −50−0.5% | Reduced |
| CWM, LLC | 10,329 | $2.45M | 0.01% | +8,318+413.6% | Added |
| Diversified Trust Co | 10,269 | $2.44M | 0.06% | +298+3.0% | Added |
| Holocene Advisors, LP | 10,104 | $2.40M | 0.01% | −30,517−75.1% | Reduced |
| Nomura Holdings Inc | 10,052 | $2.39M | 0.01% | −7,643−43.2% | Reduced |
| Silvercrest Asset Management Group LLC | 9,627 | $2.29M | 0.02% | +6,474+205.3% | Added |
| LPL Financial LLC | 9,486 | $2.25M | 0.00% | +368+4.0% | Added |
| Mariner, LLC | 9,356 | $2.22M | 0.00% | +464+5.2% | Added |
| State of Michigan Retirement System | 9,114 | $2.16M | 0.01% | −100−1.1% | Reduced |
| Quantinno Capital Management LP | 9,031 | $2.14M | 0.02% | +7,519+497.3% | Added |
| Exome Asset Management LLC | 9,000 | $2.14M | 1.61% | +9,000 | New |
| Trexquant Investment LP | 8,854 | $2.10M | 0.02% | −16,120−64.5% | Reduced |
| Oppenheimer Asset Management Inc. | 8,755 | $2.08M | 0.03% | −363−4.0% | Reduced |
| HRT Financial LP | 8,745 | $2.08M | 0.01% | +3,749+75.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,675 | $2.06M | 0.02% | +8,675 | New |
| First Hawaiian Bank | 8,625 | $2.05M | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 8,530 | $2.03M | 0.04% | −88−1.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,476 | $2.01M | 0.01% | −87−1.0% | Reduced |
| New Age Alpha Advisors, LLC | 8,398 | $1.99M | 0.08% | +8,398 | New |
| Bessemer Group Inc | 8,320 | $1.98M | 0.00% | +266+3.3% | Added |
| Deutsche Bank AG | 8,223 | $1.95M | 0.00% | −2,384−22.5% | Reduced |
| Twin Tree Management, LP | 8,211 | $1.95M | 0.05% | +8,211 | New |
| Renaissance Technologies LLC | 8,100 | $1.92M | 0.00% | −81,900−91.0% | Reduced |
| Allianz Asset Management GmbH | 8,082 | $1.92M | 0.00% | +1,200+17.4% | Added |
| Intech Investment Management LLC | 7,967 | $1.89M | 0.02% | −4,061−33.8% | Reduced |
| Xponance, Inc. | 7,948 | $1.89M | 0.02% | +216+2.8% | Added |
| Teacher Retirement System of Texas | 7,876 | $1.87M | 0.01% | +6,265+388.9% | Added |
| Oregon Public Employees Retirement Fund | 7,818 | $1.86M | 0.03% | −100−1.3% | Reduced |
| New Mexico Educational Retirement Board | 7,800 | $1.85M | 0.06% | 00.0% | Unchanged |
| Jain Global LLC | 7,717 | $1.83M | 0.05% | +7,717 | New |
| Ameritas Investment Partners, Inc. | 7,687 | $1.83M | 0.06% | −282−3.5% | Reduced |
| Ieq Capital, LLC | 7,642 | $1.81M | 0.02% | +7,642 | New |
| KLP Kapitalforvaltning AS | 7,500 | $1.78M | 0.01% | +7,500 | New |
| Colony Group, LLC | 7,187 | $1.71M | 0.00% | −3,310−31.5% | Reduced |
| Victory Capital Management Inc | 7,165 | $1.70M | 0.00% | −171−2.3% | Reduced |
| D. E. Shaw & Co., Inc. | 6,822 | $1.62M | 0.00% | −1,798−20.9% | Reduced |
| BNP Paribas Arbitrage, SA | 6,523 | $1.55M | 0.00% | +2,429+59.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,512 | $1.55M | 0.00% | −713−9.9% | Reduced |
| Danske Bank A/S | 6,387 | $1.52M | 0.00% | +5,687+812.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,270 | $1.49M | 0.00% | −67−1.1% | Reduced |
| Utah Retirement Systems | 6,117 | $1.45M | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 5,980 | $1.42M | 0.00% | +188+3.2% | Added |
| Cerity Partners LLC | 5,999 | $1.40M | 0.00% | +2,387+66.1% | Added |
| Pictet Asset Management Holding SA | 5,736 | $1.36M | 0.00% | +508+9.7% | Added |
| Pacer Advisors, Inc. | 5,721 | $1.36M | 0.00% | +57+1.0% | Added |
| XTX Topco Ltd | 5,664 | $1.35M | 0.11% | +2,984+111.3% | Added |
| S&CO Inc | 5,500 | $1.31M | 0.09% | 00.0% | Unchanged |
| Norden Group LLC | 5,338 | $1.27M | 0.14% | +135+2.6% | Added |
| Employees Retirement System of Texas | 5,273 | $1.25M | 0.01% | +1,274+31.9% | Added |
| Onyx Bridge Wealth Group LLC | 5,231 | $1.24M | 0.18% | +6+0.1% | Added |
| Toroso Investments, LLC | 4,971 | $1.18M | 0.01% | −37−0.7% | Reduced |
| Vontobel Holding Ltd. | 4,910 | $1.17M | 0.00% | −710−12.6% | Reduced |
| AlTi Global, Inc. | 4,463 | $1.06M | 0.03% | −832−15.7% | Reduced |
| JustInvest LLC | 4,384 | $1.04M | 0.02% | +102+2.4% | Added |
| State of Alaska, Department of Revenue | 4,380 | $1.04M | 0.01% | −110−2.4% | Reduced |
| New York Life Investment Management LLC | 4,108 | $975.6K | 0.01% | −346−7.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 4,063 | $964.9K | 0.31% | −6−0.1% | Reduced |
| Bridgewater Associates, LP | 3,990 | $947.5K | 0.00% | −1,799−31.1% | Reduced |
| Federated Hermes, Inc. | 3,854 | $915.2K | 0.00% | −260−6.3% | Reduced |
| SG Americas Securities, LLC | 3,833 | $910.0K | 0.00% | −3,995−51.0% | Reduced |
| Lazard Asset Management LLC | 3,827 | $908.0K | 0.00% | +1,054+38.0% | Added |
| Pathstone Holdings, LLC | 3,772 | $895.8K | 0.00% | −74−1.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,763 | $893.6K | 0.07% | −10−0.3% | Reduced |
| Blair William & Co | 3,740 | $888.2K | 0.00% | −5,140−57.9% | Reduced |
| Exchange Traded Concepts, LLC | 3,719 | $883.2K | 0.02% | −867−18.9% | Reduced |
| Quantitative Investment Management, LLC | 3,651 | $867.0K | 0.06% | +3,651 | New |
| Squarepoint Ops LLC | 3,596 | $854.0K | 0.00% | +3,596 | New |
| Prelude Capital Management, LLC | 3,552 | $843.5K | 0.07% | +3,552 | New |