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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 25,408 | $6.79M | 0.00% | +15,922+167.8% | Added |
| American Century Companies Inc | 24,037 | $6.43M | 0.00% | −6,817−22.1% | Reduced |
| Bryn Mawr Trust Co | 24,000 | $6.42M | 0.12% | −6,000−20.0% | Reduced |
| Algert Global LLC | 23,464 | $6.27M | 0.16% | +4,490+23.7% | Added |
| MetLife Investment Management | 22,889 | $6.12M | 0.03% | −344−1.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 22,846 | $6.11M | 0.03% | −16,648−42.2% | Reduced |
| Redmile Group, LLC | 22,843 | $6.11M | 0.58% | −2,900−11.3% | Reduced |
| Trillium Asset Management, LLC | 22,839 | $6.11M | 0.18% | −14,708−39.2% | Reduced |
| Verition Fund Management LLC | 22,828 | $6.10M | 0.04% | +21,859+2,255.8% | Added |
| Great West Life Assurance Co | 22,351 | $5.98M | 0.01% | −3,363−13.1% | Reduced |
| Meridiem Capital Partners LP | 21,864 | $5.85M | 0.64% | −8,265−27.4% | Reduced |
| Macquarie Group Ltd | 21,843 | $5.84M | 0.01% | +21,843 | New |
| Russell Investments Group, Ltd. | 21,644 | $5.79M | 0.01% | +1,655+8.3% | Added |
| Washington Trust Advisors, Inc. | 20,676 | $5.53M | 0.49% | −73−0.4% | Reduced |
| TownSquare Capital, LLC | 20,304 | $5.43M | 0.06% | +988+5.1% | Added |
| Mutual of America Capital Management LLC | 19,752 | $5.28M | 0.06% | −1,343−6.4% | Reduced |
| Royal Bank of Canada | 19,332 | $5.17M | 0.00% | +5,092+35.8% | Added |
| Marshall Wace, LLP | 18,642 | $4.99M | 0.01% | −25,310−57.6% | Reduced |
| EFG Asset Management (North America) Corp. | 18,519 | $4.95M | 0.82% | +3,659+24.6% | Added |
| Amalgamated Bank | 18,199 | $4.87M | 0.04% | −515−2.8% | Reduced |
| Bank of Montreal | 17,231 | $4.61M | 0.00% | +5,883+51.8% | Added |
| State of Tennessee, Treasury Department | 17,177 | $4.59M | 0.02% | +1,857+12.1% | Added |
| Treasurer of the State of North Carolina | 16,873 | $4.51M | 0.02% | +660+4.1% | Added |
| E. Ohman J:or Asset Management AB | 16,612 | $4.44M | 0.12% | −4,700−22.1% | Reduced |
| Squarepoint Ops LLC | 15,849 | $4.24M | 0.01% | +12,253+340.7% | Added |
| Pier 88 Investment Partners LLC | 15,500 | $4.14M | 0.80% | +15,500 | New |
| Castleark Management LLC | 15,245 | $4.08M | 0.14% | +15,245 | New |
| Twinbeech Capital LP | 15,176 | $4.06M | 0.07% | +15,176 | New |
| PDT Partners, LLC | 15,076 | $4.03M | 0.29% | +3,546+30.8% | Added |
| EAM Investors, LLC | 14,912 | $3.99M | 0.69% | +14,912 | New |
| Yousif Capital Management, LLC | 13,628 | $3.64M | 0.04% | −357−2.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,321 | $3.56M | 0.04% | +104+0.8% | Added |
| Commonwealth Equity Services, LLC | 13,081 | $3.50M | 0.00% | +12,162+1,323.4% | Added |
| Ensign Peak Advisors, Inc | 12,936 | $3.46M | 0.01% | −73,976−85.1% | Reduced |
| Calamos Advisors LLC | 12,883 | $3.45M | 0.02% | −1,532−10.6% | Reduced |
| US Bancorp | 12,372 | $3.31M | 0.00% | −492−3.8% | Reduced |
| State of New Jersey Common Pension Fund D | 12,370 | $3.31M | 0.01% | −1,188−8.8% | Reduced |
| Rational Advisors LLC | 12,200 | $3.26M | 0.33% | +12,200 | New |
| Linden Thomas Advisory Services, LLC | 11,647 | $3.11M | 0.40% | +282+2.5% | Added |
| Comerica Bank | 11,600 | $3.10M | 0.01% | −415−3.5% | Reduced |
| Twin Tree Management, LP | 11,161 | $2.98M | 0.07% | +2,950+35.9% | Added |
| Louisiana State Employees Retirement System | 10,800 | $2.89M | 0.06% | +100+0.9% | Added |
| Thoroughbred Financial Services, LLC | 10,777 | $2.88M | 0.18% | +320+3.1% | Added |
| Teacher Retirement System of Texas | 10,773 | $2.88M | 0.01% | +2,897+36.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 10,655 | $2.85M | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 10,558 | $2.82M | 0.01% | 00.0% | Unchanged |
| Man Group plc | 10,522 | $2.81M | 0.01% | −9,874−48.4% | Reduced |
| Arizona State Retirement System | 10,459 | $2.80M | 0.02% | −251−2.3% | Reduced |
| Motley Fool Asset Management LLC | 10,377 | $2.77M | 0.16% | −520−4.8% | Reduced |
| Bamco Inc | 10,000 | $2.67M | 0.01% | +10,000 | New |
| Commerce Bank | 9,968 | $2.67M | 0.02% | +8,808+759.3% | Added |
| Mariner, LLC | 9,868 | $2.64M | 0.00% | +512+5.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,777 | $2.61M | 0.01% | +9,777 | New |
| Silvercrest Asset Management Group LLC | 9,771 | $2.61M | 0.02% | +144+1.5% | Added |
| SG Americas Securities, LLC | 9,332 | $2.50M | 0.01% | +5,499+143.5% | Added |
| ExodusPoint Capital Management, LP | 9,266 | $2.48M | 0.03% | +9,266 | New |
| State of Michigan Retirement System | 9,214 | $2.46M | 0.01% | +100+1.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,174 | $2.45M | 0.01% | +698+8.2% | Added |
| Exome Asset Management LLC | 9,000 | $2.41M | 2.16% | 00.0% | Unchanged |
| LMR Partners LLP | 8,999 | $2.41M | 0.05% | +8,999 | New |
| Ieq Capital, LLC | 8,966 | $2.40M | 0.02% | +1,324+17.3% | Added |
| Cookson Peirce & Co Inc | 8,815 | $2.36M | 0.12% | +8,815 | New |
| Northwestern Mutual Investment Management Company, LLC | 8,534 | $2.28M | 0.04% | +40.0% | Added |
| XTX Topco Ltd | 8,478 | $2.27M | 0.12% | +2,814+49.7% | Added |
| Danske Bank A/S | 8,368 | $2.24M | 0.01% | +1,981+31.0% | Added |
| Cerity Partners LLC | 8,201 | $2.19M | 0.00% | +2,202+36.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,033 | $2.15M | 0.00% | +8,033 | New |
| Illinois Municipal Retirement Fund | 8,025 | $2.15M | 0.03% | −2,768−25.6% | Reduced |
| Oppenheimer Asset Management Inc. | 7,997 | $2.14M | 0.03% | −758−8.7% | Reduced |
| New Mexico Educational Retirement Board | 7,800 | $2.09M | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,781 | $2.08M | 0.04% | −37−0.5% | Reduced |
| Xponance, Inc. | 7,771 | $2.08M | 0.02% | −177−2.2% | Reduced |
| Beacon Pointe Advisors, LLC | 7,691 | $2.06M | 0.02% | −2,864−27.1% | Reduced |
| Deutsche Bank AG | 7,644 | $2.04M | 0.00% | −579−7.0% | Reduced |
| D. E. Shaw & Co., Inc. | 7,586 | $2.03M | 0.00% | +764+11.2% | Added |
| Ameritas Investment Partners, Inc. | 7,551 | $2.02M | 0.07% | −136−1.8% | Reduced |
| KLP Kapitalforvaltning AS | 7,500 | $2.01M | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 6,935 | $1.85M | 0.00% | −230−3.2% | Reduced |
| HighTower Advisors, LLC | 6,882 | $1.84M | 0.00% | +902+15.1% | Added |
| Jane Street Group, LLC | 6,812 | $1.82M | 0.00% | −12,586−64.9% | Reduced |
| Scholtz & Company, LLC | 6,804 | $1.82M | 0.90% | +6,804 | New |
| Intech Investment Management LLC | 6,551 | $1.75M | 0.02% | −1,416−17.8% | Reduced |
| Blair William & Co | 6,522 | $1.74M | 0.01% | +2,782+74.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,510 | $1.74M | 0.00% | −20.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 6,418 | $1.72M | 0.00% | +148+2.4% | Added |
| Diversified Trust Co | 6,276 | $1.68M | 0.04% | −3,993−38.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,213 | $1.66M | 0.02% | −2,462−28.4% | Reduced |
| Utah Retirement Systems | 6,117 | $1.64M | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5,891 | $1.58M | 0.03% | +2,172+58.4% | Added |
| Pictet Asset Management Holding SA | 5,855 | $1.57M | 0.00% | +119+2.1% | Added |
| Schonfeld Strategic Advisors LLC | 5,710 | $1.53M | 0.01% | +4,484+365.7% | Added |
| Aquatic Capital Management LLC | 5,664 | $1.51M | 0.04% | +5,664 | New |
| S&CO Inc | 5,500 | $1.47M | 0.10% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 5,402 | $1.44M | 0.01% | +5,402 | New |
| Employees Retirement System of Texas | 5,273 | $1.41M | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 5,238 | $1.40M | 0.01% | +1,466+38.9% | Added |
| Onyx Bridge Wealth Group LLC | 5,231 | $1.40M | 0.20% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 5,077 | $1.36M | 0.04% | +4,010+375.8% | Added |
| New Age Alpha Advisors, LLC | 5,056 | $1.35M | 0.06% | −3,342−39.8% | Reduced |
| Bessemer Group Inc | 4,737 | $1.27M | 0.00% | −3,583−43.1% | Reduced |