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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 321,046 | $87.0M | 0.15% | +21,649+7.2% | Added |
| Thrivent Financial for Lutherans | 357,381 | $95.6M | 0.21% | −10,280−2.8% | Reduced |
| Morgan Stanley | 372,668 | $99.7M | 0.01% | −66,042−15.1% | Reduced |
| Holocene Advisors, LP | 402,336 | $107.6M | 0.32% | +392,232+3,881.9% | Added |
| Norges Bank | 427,663 | $114.4M | 0.02% | +198,609+86.7% | Added |
| Janus Henderson Group PLC | 541,317 | $144.8M | 0.08% | −55,760−9.3% | Reduced |
| Capital World Investors | 543,825 | $145.4M | 0.02% | 00.0% | Unchanged |
| Congress Asset Management Co | 546,281 | $146.1M | 1.09% | −62,681−10.3% | Reduced |
| Clearbridge Investments, LLC | 586,840 | $156.9M | 0.14% | −77,108−11.6% | Reduced |
| T. Rowe Price Investment Management, Inc. | 633,608 | $169.4M | 0.11% | −73,453−10.4% | Reduced |
| Geode Capital Management, LLC | 688,632 | $184.2M | 0.01% | +37,659+5.8% | Added |
| Baillie Gifford & Co | 688,995 | $184.2M | 0.16% | −41,238−5.6% | Reduced |
| JPMorgan Chase & Co | 703,634 | $188.2M | 0.01% | +572,606+437.0% | Added |
| Citadel Advisors LLC | 784,309 | $209.7M | 0.21% | +50,021+6.8% | Added |
| RTW Investments, LP | 862,770 | $230.7M | 3.53% | +3200.0% | Added |
| Champlain Investment Partners, LLC | 869,923 | $232.6M | 1.68% | −626,034−41.8% | Reduced |
| State Street Corp | 1,197,662 | $320.3M | 0.01% | −5,556−0.5% | Reduced |
| Price T Rowe Associates Inc | 1,208,431 | $323.1M | 0.04% | −57,256−4.5% | Reduced |
| Vanguard Group Inc | 3,675,349 | $982.8M | 0.02% | +24,727+0.7% | Added |
| BlackRock, Inc. | 4,134,048 | $1.11B | 0.02% | +24,655+0.6% | Added |
| FMR LLC | 5,840,124 | $1.56B | 0.10% | +21,250+0.4% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −883,098−100.0% | Sold out |
| Perceptive Advisors LLC | 0 | $0 | 0.00% | −73,338−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,052−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −8,854−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −8,745−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −8,625−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −5,721−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −4,910−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −4,108−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,651−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,383−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −2,981−100.0% | Sold out |
| Adviser Investments LLC | 0 | $0 | 0.00% | −2,948−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −2,682−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −2,661−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −2,380−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −1,869−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −1,665−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Canandaigua National Bank & Trust Co | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −1,092−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −1,077−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −1,070−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −1,066−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| JGP Global Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −877−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |