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, Q1 2025
Institutional positions in Penumbra Inc as of Mar 31, 2025. 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
- 421
- +53 vs. Q4 2024
- Shares held
- 35.1M
- +313.9K (+0.9%) vs. Q4 2024
- Total value
- $9.39B
- +$1.12B (+13.6%) vs. Q4 2024
- New holders
- 92
- 143 more added
- Sold out
- 39
- 132 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 5,840,124 | $1.56B | 0.10% | +21,250+0.4% | Added |
| BlackRock, Inc. | 4,134,048 | $1.11B | 0.02% | +24,655+0.6% | Added |
| Vanguard Group Inc | 3,675,349 | $982.8M | 0.02% | +24,727+0.7% | Added |
| Price T Rowe Associates Inc | 1,208,431 | $323.1M | 0.04% | −57,256−4.5% | Reduced |
| State Street Corp | 1,197,662 | $320.3M | 0.01% | −5,556−0.5% | Reduced |
| Champlain Investment Partners, LLC | 869,923 | $232.6M | 1.68% | −626,034−41.8% | Reduced |
| RTW Investments, LP | 862,770 | $230.7M | 3.53% | +3200.0% | Added |
| Citadel Advisors LLC | 784,309 | $209.7M | 0.21% | +50,021+6.8% | Added |
| JPMorgan Chase & Co | 703,634 | $188.2M | 0.01% | +572,606+437.0% | Added |
| Baillie Gifford & Co | 688,995 | $184.2M | 0.16% | −41,238−5.6% | Reduced |
| Geode Capital Management, LLC | 688,632 | $184.2M | 0.01% | +37,659+5.8% | Added |
| T. Rowe Price Investment Management, Inc. | 633,608 | $169.4M | 0.11% | −73,453−10.4% | Reduced |
| Clearbridge Investments, LLC | 586,840 | $156.9M | 0.14% | −77,108−11.6% | Reduced |
| Congress Asset Management Co | 546,281 | $146.1M | 1.09% | −62,681−10.3% | Reduced |
| Capital World Investors | 543,825 | $145.4M | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 541,317 | $144.8M | 0.08% | −55,760−9.3% | Reduced |
| Norges Bank | 427,663 | $114.4M | 0.02% | +198,609+86.7% | Added |
| Holocene Advisors, LP | 402,336 | $107.6M | 0.32% | +392,232+3,881.9% | Added |
| Morgan Stanley | 372,668 | $99.7M | 0.01% | −66,042−15.1% | Reduced |
| Thrivent Financial for Lutherans | 357,381 | $95.6M | 0.21% | −10,280−2.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 321,046 | $87.0M | 0.15% | +21,649+7.2% | Added |
| Northern Trust Corp | 316,022 | $84.5M | 0.01% | −2,208−0.7% | Reduced |
| Dimensional Fund Advisors LP | 310,761 | $83.1M | 0.02% | −13,203−4.1% | Reduced |
| Artisan Partners Limited Partnership | 290,969 | $77.8M | 0.13% | −5,089−1.7% | Reduced |
| Bank of New York Mellon Corp | 287,277 | $76.8M | 0.02% | −7,343−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 283,821 | $75.9M | 0.01% | +12,247+4.5% | Added |
| Franklin Resources Inc | 254,845 | $68.1M | 0.02% | −59,219−18.9% | Reduced |
| Goldman Sachs Group Inc | 240,932 | $64.4M | 0.01% | −66,322−21.6% | Reduced |
| Baird Financial Group, Inc. | 239,492 | $64.0M | 0.12% | −40,706−14.5% | Reduced |
| Lord, Abbett & Co. LLC | 238,326 | $63.7M | 0.23% | +238,326 | New |
| Bank of America Corp | 208,076 | $55.6M | 0.00% | −138,452−40.0% | Reduced |
| Bellevue Group AG | 204,517 | $54.7M | 1.23% | −33,536−14.1% | Reduced |
| Alliancebernstein L.P. | 194,354 | $52.0M | 0.02% | −5,821−2.9% | Reduced |
| Los Angeles Capital Management LLC | 179,550 | $48.0M | 0.21% | +148,968+487.1% | Added |
| Rock Springs Capital Management LP | 171,000 | $45.7M | 2.62% | −69,000−28.7% | Reduced |
| PFM Health Sciences, LP | 166,261 | $44.5M | 3.41% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 163,485 | $43.7M | 0.12% | +163,485 | New |
| SEI Investments Co | 154,781 | $41.4M | 0.05% | +47,165+43.8% | Added |
| Millennium Management LLC | 148,564 | $39.7M | 0.04% | +145,228+4,353.4% | Added |
| Woodline Partners LP | 145,881 | $39.0M | 0.25% | +120,558+476.1% | Added |
| UBS Group AG | 138,954 | $37.2M | 0.01% | +55,781+67.1% | Added |
| AQR Capital Management LLC | 138,256 | $36.6M | 0.04% | −21,179−13.3% | Reduced |
| TD Asset Management Inc | 133,072 | $35.6M | 0.03% | −9,924−6.9% | Reduced |
| Amundi | 124,309 | $34.0M | 0.01% | −37,630−23.2% | Reduced |
| Nuveen, LLC | 126,009 | $33.7M | 0.01% | +126,009 | New |
| Loomis Sayles & Co L P | 119,544 | $32.0M | 0.05% | −2,736−2.2% | Reduced |
| Balyasny Asset Management LLC | 111,068 | $29.7M | 0.07% | +111,068 | New |
| Braidwell LP | 110,128 | $29.4M | 1.04% | −73,700−40.1% | Reduced |
| UBS Asset Management Americas Inc | 109,543 | $29.3M | 0.01% | −1,957−1.8% | Reduced |
| Rhumbline Advisers | 109,147 | $29.2M | 0.03% | −1,239−1.1% | Reduced |
| Ameriprise Financial Inc | 101,416 | $27.1M | 0.01% | +49,645+95.9% | Added |
| AXA S.A. | 101,155 | $27.0M | 0.09% | −8,486−7.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 100,000 | $26.7M | 0.05% | −495−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 98,692 | $26.4M | 0.02% | −5,501−5.3% | Reduced |
| First Trust Advisors LP | 96,817 | $25.9M | 0.02% | +54,854+130.7% | Added |
| Voya Investment Management LLC | 94,696 | $25.3M | 0.03% | −7,895−7.7% | Reduced |
| Citigroup Inc | 90,209 | $24.1M | 0.02% | +67,548+298.1% | Added |
| FIL Ltd | 89,266 | $23.9M | 0.02% | +27,543+44.6% | Added |
| Principal Financial Group Inc | 88,876 | $23.8M | 0.01% | −224−0.3% | Reduced |
| Carret Asset Management, LLC | 79,000 | $21.1M | 2.39% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 77,150 | $20.6M | 0.09% | +9,600+14.2% | Added |
| Driehaus Capital Management LLC | 76,278 | $20.4M | 0.20% | +76,278 | New |
| Congress Wealth Management LLC | 72,817 | $19.5M | 0.23% | −7,051−8.8% | Reduced |
| New York State Common Retirement Fund | 72,333 | $19.3M | 0.03% | +11,143+18.2% | Added |
| C WorldWide Group Holding A/S | 72,000 | $19.3M | 0.24% | −25,000−25.8% | Reduced |
| Swiss National Bank | 70,700 | $18.9M | 0.01% | −1,800−2.5% | Reduced |
| Massachusetts Financial Services Co | 70,108 | $18.7M | 0.01% | −47,497−40.4% | Reduced |
| Polar Capital Holdings Plc | 64,136 | $17.2M | 0.11% | +683+1.1% | Added |
| Legal & General Group Plc | 63,892 | $17.1M | 0.00% | +549+0.9% | Added |
| NZS Capital, LLC | 63,504 | $17.0M | 0.77% | −810−1.3% | Reduced |
| Envestnet Asset Management Inc | 61,499 | $16.4M | 0.01% | +1,014+1.7% | Added |
| California Public Employees Retirement System | 56,536 | $15.1M | 0.01% | +11,034+24.2% | Added |
| Invesco Ltd. | 51,116 | $13.7M | 0.00% | +1,592+3.2% | Added |
| Hantz Financial Services, Inc. | 49,554 | $13.3M | 0.23% | −2,238−4.3% | Reduced |
| Freestone Grove Partners LP | 49,422 | $13.2M | 0.14% | +49,422 | New |
| State of Wisconsin Investment Board | 48,178 | $12.9M | 0.03% | +3,568+8.0% | Added |
| Retirement Systems of Alabama | 46,711 | $12.5M | 0.05% | +46+0.1% | Added |
| Canada Pension Plan Investment Board | 46,600 | $12.5M | 0.01% | +35,200+308.8% | Added |
| Sofinnova Investments, Inc. | 42,936 | $11.5M | 0.87% | +42,936 | New |
| Corebridge Financial, Inc. | 42,788 | $11.4M | 0.07% | −1,052−2.4% | Reduced |
| Next Century Growth Investors LLC | 41,579 | $11.1M | 0.99% | +41,579 | New |
| WCM Investment Management, LLC | 40,494 | $10.8M | 0.03% | −15,978−28.3% | Reduced |
| Polar Asset Management Partners Inc. | 40,259 | $10.8M | 0.36% | −81,867−67.0% | Reduced |
| New York State Teachers Retirement System | 38,054 | $10.2M | 0.02% | +400+1.1% | Added |
| Zacks Investment Management | 36,486 | $9.76M | 0.09% | +36,486 | New |
| Wells Fargo & Company | 35,773 | $9.57M | 0.00% | −3,733−9.4% | Reduced |
| State Board of Administration of Florida Retirement System | 35,025 | $9.37M | 0.02% | 00.0% | Unchanged |
| Integral Health Asset Management, LLC | 35,000 | $9.36M | 1.04% | +35,000 | New |
| Raymond James Financial Inc | 34,850 | $9.32M | 0.00% | +9,687+38.5% | Added |
| Natixis Advisors, L.P. | 34,690 | $9.28M | 0.02% | +6,492+23.0% | Added |
| California State Teachers Retirement System | 34,135 | $9.13M | 0.01% | −392−1.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 33,607 | $8.99M | 2.57% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 33,584 | $8.98M | 0.15% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 33,472 | $8.95M | 0.06% | +24,441+270.6% | Added |
| Teachers Retirement System of the State of Kentucky | 33,306 | $8.91M | 0.08% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 32,900 | $8.80M | 0.35% | −6,277−16.0% | Reduced |
| Primecap Management Co | 30,420 | $8.13M | 0.01% | −310−1.0% | Reduced |
| Jain Global LLC | 29,299 | $7.83M | 0.16% | +21,582+279.7% | Added |
| Barclays PLC | 27,698 | $7.41M | 0.00% | −2,098−7.0% | Reduced |
| Public Employees Retirement System of Ohio | 25,512 | $6.82M | 0.02% | +3,113+13.9% | Added |