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 |
|---|---|---|---|---|---|
| Bank of Montreal | 17,231 | $4.61M | 0.00% | +5,883+51.8% | Added |
| Amalgamated Bank | 18,199 | $4.87M | 0.04% | −515−2.8% | Reduced |
| EFG Asset Management (North America) Corp. | 18,519 | $4.95M | 0.82% | +3,659+24.6% | Added |
| Marshall Wace, LLP | 18,642 | $4.99M | 0.01% | −25,310−57.6% | Reduced |
| Royal Bank of Canada | 19,332 | $5.17M | 0.00% | +5,092+35.8% | Added |
| Mutual of America Capital Management LLC | 19,752 | $5.28M | 0.06% | −1,343−6.4% | Reduced |
| TownSquare Capital, LLC | 20,304 | $5.43M | 0.06% | +988+5.1% | Added |
| Washington Trust Advisors, Inc. | 20,676 | $5.53M | 0.49% | −73−0.4% | Reduced |
| Russell Investments Group, Ltd. | 21,644 | $5.79M | 0.01% | +1,655+8.3% | Added |
| Macquarie Group Ltd | 21,843 | $5.84M | 0.01% | +21,843 | New |
| Meridiem Capital Partners LP | 21,864 | $5.85M | 0.64% | −8,265−27.4% | Reduced |
| Great West Life Assurance Co | 22,351 | $5.98M | 0.01% | −3,363−13.1% | Reduced |
| Verition Fund Management LLC | 22,828 | $6.10M | 0.04% | +21,859+2,255.8% | Added |
| Trillium Asset Management, LLC | 22,839 | $6.11M | 0.18% | −14,708−39.2% | Reduced |
| Redmile Group, LLC | 22,843 | $6.11M | 0.58% | −2,900−11.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 22,846 | $6.11M | 0.03% | −16,648−42.2% | Reduced |
| MetLife Investment Management | 22,889 | $6.12M | 0.03% | −344−1.5% | Reduced |
| Algert Global LLC | 23,464 | $6.27M | 0.16% | +4,490+23.7% | Added |
| Bryn Mawr Trust Co | 24,000 | $6.42M | 0.12% | −6,000−20.0% | Reduced |
| American Century Companies Inc | 24,037 | $6.43M | 0.00% | −6,817−22.1% | Reduced |
| LPL Financial LLC | 25,408 | $6.79M | 0.00% | +15,922+167.8% | Added |
| Public Employees Retirement System of Ohio | 25,512 | $6.82M | 0.02% | +3,113+13.9% | Added |
| Barclays PLC | 27,698 | $7.41M | 0.00% | −2,098−7.0% | Reduced |
| Jain Global LLC | 29,299 | $7.83M | 0.16% | +21,582+279.7% | Added |
| Primecap Management Co | 30,420 | $8.13M | 0.01% | −310−1.0% | Reduced |
| Azimuth Capital Investment Management LLC | 32,900 | $8.80M | 0.35% | −6,277−16.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 33,306 | $8.91M | 0.08% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 33,472 | $8.95M | 0.06% | +24,441+270.6% | Added |
| Susquehanna Fundamental Investments, LLC | 33,584 | $8.98M | 0.15% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 33,607 | $8.99M | 2.57% | 00.0% | Unchanged |
| California State Teachers Retirement System | 34,135 | $9.13M | 0.01% | −392−1.1% | Reduced |
| Natixis Advisors, L.P. | 34,690 | $9.28M | 0.02% | +6,492+23.0% | Added |
| Raymond James Financial Inc | 34,850 | $9.32M | 0.00% | +9,687+38.5% | Added |
| Integral Health Asset Management, LLC | 35,000 | $9.36M | 1.04% | +35,000 | New |
| State Board of Administration of Florida Retirement System | 35,025 | $9.37M | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 35,773 | $9.57M | 0.00% | −3,733−9.4% | Reduced |
| Zacks Investment Management | 36,486 | $9.76M | 0.09% | +36,486 | New |
| New York State Teachers Retirement System | 38,054 | $10.2M | 0.02% | +400+1.1% | Added |
| Polar Asset Management Partners Inc. | 40,259 | $10.8M | 0.36% | −81,867−67.0% | Reduced |
| WCM Investment Management, LLC | 40,494 | $10.8M | 0.03% | −15,978−28.3% | Reduced |
| Next Century Growth Investors LLC | 41,579 | $11.1M | 0.99% | +41,579 | New |
| Corebridge Financial, Inc. | 42,788 | $11.4M | 0.07% | −1,052−2.4% | Reduced |
| Sofinnova Investments, Inc. | 42,936 | $11.5M | 0.87% | +42,936 | New |
| Canada Pension Plan Investment Board | 46,600 | $12.5M | 0.01% | +35,200+308.8% | Added |
| Retirement Systems of Alabama | 46,711 | $12.5M | 0.05% | +46+0.1% | Added |
| State of Wisconsin Investment Board | 48,178 | $12.9M | 0.03% | +3,568+8.0% | Added |
| Freestone Grove Partners LP | 49,422 | $13.2M | 0.14% | +49,422 | New |
| Hantz Financial Services, Inc. | 49,554 | $13.3M | 0.23% | −2,238−4.3% | Reduced |
| Invesco Ltd. | 51,116 | $13.7M | 0.00% | +1,592+3.2% | Added |
| California Public Employees Retirement System | 56,536 | $15.1M | 0.01% | +11,034+24.2% | Added |
| Envestnet Asset Management Inc | 61,499 | $16.4M | 0.01% | +1,014+1.7% | Added |
| NZS Capital, LLC | 63,504 | $17.0M | 0.77% | −810−1.3% | Reduced |
| Legal & General Group Plc | 63,892 | $17.1M | 0.00% | +549+0.9% | Added |
| Polar Capital Holdings Plc | 64,136 | $17.2M | 0.11% | +683+1.1% | Added |
| Massachusetts Financial Services Co | 70,108 | $18.7M | 0.01% | −47,497−40.4% | Reduced |
| Swiss National Bank | 70,700 | $18.9M | 0.01% | −1,800−2.5% | Reduced |
| C WorldWide Group Holding A/S | 72,000 | $19.3M | 0.24% | −25,000−25.8% | Reduced |
| New York State Common Retirement Fund | 72,333 | $19.3M | 0.03% | +11,143+18.2% | Added |
| Congress Wealth Management LLC | 72,817 | $19.5M | 0.23% | −7,051−8.8% | Reduced |
| Driehaus Capital Management LLC | 76,278 | $20.4M | 0.20% | +76,278 | New |
| Public Employees Retirement Association of Colorado | 77,150 | $20.6M | 0.09% | +9,600+14.2% | Added |
| Carret Asset Management, LLC | 79,000 | $21.1M | 2.39% | 00.0% | Unchanged |
| Principal Financial Group Inc | 88,876 | $23.8M | 0.01% | −224−0.3% | Reduced |
| FIL Ltd | 89,266 | $23.9M | 0.02% | +27,543+44.6% | Added |
| Citigroup Inc | 90,209 | $24.1M | 0.02% | +67,548+298.1% | Added |
| Voya Investment Management LLC | 94,696 | $25.3M | 0.03% | −7,895−7.7% | Reduced |
| First Trust Advisors LP | 96,817 | $25.9M | 0.02% | +54,854+130.7% | Added |
| Manufacturers Life Insurance Company, The | 98,692 | $26.4M | 0.02% | −5,501−5.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 100,000 | $26.7M | 0.05% | −495−0.5% | Reduced |
| AXA S.A. | 101,155 | $27.0M | 0.09% | −8,486−7.7% | Reduced |
| Ameriprise Financial Inc | 101,416 | $27.1M | 0.01% | +49,645+95.9% | Added |
| Rhumbline Advisers | 109,147 | $29.2M | 0.03% | −1,239−1.1% | Reduced |
| UBS Asset Management Americas Inc | 109,543 | $29.3M | 0.01% | −1,957−1.8% | Reduced |
| Braidwell LP | 110,128 | $29.4M | 1.04% | −73,700−40.1% | Reduced |
| Balyasny Asset Management LLC | 111,068 | $29.7M | 0.07% | +111,068 | New |
| Loomis Sayles & Co L P | 119,544 | $32.0M | 0.05% | −2,736−2.2% | Reduced |
| Nuveen, LLC | 126,009 | $33.7M | 0.01% | +126,009 | New |
| Amundi | 124,309 | $34.0M | 0.01% | −37,630−23.2% | Reduced |
| TD Asset Management Inc | 133,072 | $35.6M | 0.03% | −9,924−6.9% | Reduced |
| AQR Capital Management LLC | 138,256 | $36.6M | 0.04% | −21,179−13.3% | Reduced |
| UBS Group AG | 138,954 | $37.2M | 0.01% | +55,781+67.1% | Added |
| Woodline Partners LP | 145,881 | $39.0M | 0.25% | +120,558+476.1% | Added |
| Millennium Management LLC | 148,564 | $39.7M | 0.04% | +145,228+4,353.4% | Added |
| SEI Investments Co | 154,781 | $41.4M | 0.05% | +47,165+43.8% | Added |
| Point72 Asset Management, L.P. | 163,485 | $43.7M | 0.12% | +163,485 | New |
| PFM Health Sciences, LP | 166,261 | $44.5M | 3.41% | 00.0% | Unchanged |
| Rock Springs Capital Management LP | 171,000 | $45.7M | 2.62% | −69,000−28.7% | Reduced |
| Los Angeles Capital Management LLC | 179,550 | $48.0M | 0.21% | +148,968+487.1% | Added |
| Alliancebernstein L.P. | 194,354 | $52.0M | 0.02% | −5,821−2.9% | Reduced |
| Bellevue Group AG | 204,517 | $54.7M | 1.23% | −33,536−14.1% | Reduced |
| Bank of America Corp | 208,076 | $55.6M | 0.00% | −138,452−40.0% | Reduced |
| Lord, Abbett & Co. LLC | 238,326 | $63.7M | 0.23% | +238,326 | New |
| Baird Financial Group, Inc. | 239,492 | $64.0M | 0.12% | −40,706−14.5% | Reduced |
| Goldman Sachs Group Inc | 240,932 | $64.4M | 0.01% | −66,322−21.6% | Reduced |
| Franklin Resources Inc | 254,845 | $68.1M | 0.02% | −59,219−18.9% | Reduced |
| Charles Schwab Investment Management Inc | 283,821 | $75.9M | 0.01% | +12,247+4.5% | Added |
| Bank of New York Mellon Corp | 287,277 | $76.8M | 0.02% | −7,343−2.5% | Reduced |
| Artisan Partners Limited Partnership | 290,969 | $77.8M | 0.13% | −5,089−1.7% | Reduced |
| Dimensional Fund Advisors LP | 310,761 | $83.1M | 0.02% | −13,203−4.1% | Reduced |
| Northern Trust Corp | 316,022 | $84.5M | 0.01% | −2,208−0.7% | Reduced |