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 2026
Institutional positions in Penumbra Inc as of Mar 31, 2026. 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
- 485
- +51 vs. Q4 2025
- Shares held
- 33.8M
- +936.2K (+2.8%) vs. Q4 2025
- Total value
- $11.1B
- +$879.1M (+8.6%) vs. Q4 2025
- New holders
- 131
- 152 more added
- Sold out
- 80
- 139 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,330,456 | $1.42B | 0.02% | +189,226+4.6% | Added |
| Vanguard Capital Management LLC | 1,694,488 | $556.4M | 0.01% | +1,694,488 | New |
| Vanguard Portfolio Management LLC | 1,654,477 | $543.3M | 0.03% | +1,654,477 | New |
| HBK Investments L P | 1,634,261 | $536.6M | 6.76% | +1,634,261 | New |
| State Street Corp | 1,185,811 | $389.4M | 0.01% | +28,394+2.5% | Added |
| Millennium Management LLC | 1,098,136 | $360.6M | 0.27% | +420,304+62.0% | Added |
| Baillie Gifford & Co | 840,427 | $276.0M | 0.28% | −35,898−4.1% | Reduced |
| Geode Capital Management, LLC | 795,448 | $261.3M | 0.02% | +28,938+3.8% | Added |
| Balyasny Asset Management LLC | 762,096 | $250.2M | 0.49% | +600,185+370.7% | Added |
| Goldman Sachs Group Inc | 720,575 | $236.6M | 0.03% | +402,421+126.5% | Added |
| Citigroup Inc | 620,943 | $203.9M | 0.13% | +573,293+1,203.1% | Added |
| UBS Group AG | 560,335 | $184.0M | 0.03% | +409,963+272.6% | Added |
| Invesco Ltd. | 538,197 | $176.7M | 0.02% | −100,108−15.7% | Reduced |
| FMR LLC | 496,107 | $162.9M | 0.01% | −4,635,835−90.3% | Reduced |
| Champlain Investment Partners, LLC | 491,382 | $161.4M | 2.05% | −110,422−18.3% | Reduced |
| ExodusPoint Capital Management, LP | 465,215 | $152.8M | 1.52% | +443,465+2,038.9% | Added |
| Capital World Investors | 450,815 | $148.0M | 0.02% | +24,359+5.7% | Added |
| Whitebox Advisors LLC | 445,001 | $146.1M | 2.07% | +445,001 | New |
| CNH Partners LLC | 423,073 | $138.9M | 2.28% | +423,073 | New |
| Tudor Investment Corp Et Al | 411,118 | $135.0M | 0.73% | +411,118 | New |
| JPMorgan Chase & Co | 402,619 | $132.1M | 0.01% | −394,871−49.5% | Reduced |
| Morgan Stanley | 401,356 | $131.8M | 0.01% | −124,151−23.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 400,160 | $131.4M | 0.07% | +226,314+130.2% | Added |
| Hudson Bay Capital Management LP | 349,038 | $114.6M | 0.69% | +349,038 | New |
| Amundi | 345,758 | $113.5M | 0.03% | +259,936+302.9% | Added |
| Dimensional Fund Advisors LP | 325,843 | $107.0M | 0.02% | +1,054+0.3% | Added |
| Charles Schwab Investment Management Inc | 322,416 | $105.9M | 0.02% | +14,916+4.9% | Added |
| Northern Trust Corp | 320,853 | $105.4M | 0.01% | +10,194+3.3% | Added |
| Congress Asset Management Co | 317,337 | $104.2M | 0.75% | −65,013−17.0% | Reduced |
| Neuberger Berman Group LLC | 303,621 | $99.7M | 0.08% | +298,578+5,920.6% | Added |
| LMR Partners LLP | 295,708 | $97.1M | 0.89% | +295,708 | New |
| Bank of America Corp | 259,775 | $85.3M | 0.01% | −46,436−15.2% | Reduced |
| Magnetar Financial LLC | 251,433 | $82.6M | 0.84% | +251,433 | New |
| Vanguard Fiduciary Trust Co | 247,235 | $81.2M | 0.02% | +247,235 | New |
| Bank of New York Mellon Corp | 246,527 | $81.0M | 0.01% | −2,129−0.9% | Reduced |
| Woodline Partners LP | 241,597 | $79.3M | 0.30% | +38,615+19.0% | Added |
| Alliancebernstein L.P. | 226,317 | $70.4M | 0.02% | +68,016+43.0% | Added |
| Bank of Nova Scotia | 211,820 | $69.6M | 0.12% | +210,402+14,837.9% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 203,434 | $66.8M | 0.92% | +203,434 | New |
| Citadel Advisors LLC | 202,725 | $66.6M | 0.05% | −787,550−79.5% | Reduced |
| D. E. Shaw & Co., Inc. | 201,950 | $66.3M | 0.05% | +194,426+2,584.1% | Added |
| Thrivent Financial for Lutherans | 188,129 | $61.8M | 0.12% | −106,603−36.2% | Reduced |
| Caxton Associates LLP | 184,663 | $60.6M | 1.41% | +184,663 | New |
| Decagon Asset Management LLP | 167,588 | $55.0M | 14.30% | +167,588 | New |
| Janus Henderson Group PLC | 167,054 | $54.8M | 0.03% | −308,844−64.9% | Reduced |
| Kryger Capital LLC | 153,848 | $50.5M | 3.57% | +153,848 | New |
| Squarepoint Ops LLC | 147,806 | $48.5M | 0.10% | +147,806 | New |
| PFM Health Sciences, LP | 139,779 | $45.9M | 4.83% | −5,392−3.7% | Reduced |
| Capitolis Liquid Global Markets LLC | 139,398 | $45.8M | 0.29% | +139,398 | New |
| Adage Capital Partners GP, L.L.C. | 135,000 | $44.3M | 0.07% | −15,000−10.0% | Reduced |
| Alpine Associates Management Inc. | 131,950 | $43.3M | 2.55% | +131,950 | New |
| Rock Springs Capital Management LP | 120,500 | $39.6M | 2.33% | 00.0% | Unchanged |
| Water Island Capital LLC | 120,095 | $39.4M | 5.26% | +120,095 | New |
| Natixis | 116,229 | $38.2M | 0.15% | +116,229 | New |
| Holocene Advisors, LP | 110,614 | $36.3M | 0.09% | −360,734−76.5% | Reduced |
| Rhumbline Advisers | 110,173 | $36.2M | 0.03% | +3,011+2.8% | Added |
| HSBC Holdings PLC | 110,173 | $36.1M | 0.02% | +108,646+7,115.0% | Added |
| Braidwell LP | 105,352 | $34.6M | 1.15% | −4,800−4.4% | Reduced |
| SG Americas Securities, LLC | 102,035 | $33.5M | 0.04% | +90,924+818.3% | Added |
| Capula Management Ltd | 101,779 | $33.4M | 0.29% | +101,779 | New |
| Slotnik Capital, LLC | 101,000 | $33.2M | 9.85% | +101,000 | New |
| Nuveen, LLC | 100,740 | $33.1M | 0.01% | +26,864+36.4% | Added |
| Clearbridge Investments, LLC | 97,135 | $31.9M | 0.03% | −593,679−85.9% | Reduced |
| UBS Asset Management Americas Inc | 96,715 | $31.8M | 0.01% | +6,605+7.3% | Added |
| Birnam Oak Advisors, LP | 95,990 | $31.5M | 8.69% | +95,990 | New |
| Glazer Capital, LLC | 94,819 | $31.1M | 0.66% | +94,819 | New |
| Principal Financial Group Inc | 88,178 | $29.0M | 0.02% | +4,263+5.1% | Added |
| Sand Grove Capital Management LLP | 86,758 | $28.5M | 6.66% | +86,758 | New |
| BNP Paribas Arbitrage, SA | 86,433 | $28.4M | 0.02% | +75,664+702.6% | Added |
| Empyrean Capital Partners, LP | 85,000 | $27.9M | 0.93% | +85,000 | New |
| Melqart Asset Management (UK) Ltd | 81,822 | $26.9M | 2.65% | +81,822 | New |
| Allspring Global Investments Holdings, LLC | 79,898 | $26.3M | 0.04% | −278,728−77.7% | Reduced |
| Alberta Investment Management Corp | 80,000 | $26.3M | 0.16% | +80,000 | New |
| Picton Mahoney Asset Management | 80,000 | $26.3M | 0.27% | +80,000 | New |
| AQR Capital Management LLC | 77,364 | $25.4M | 0.01% | −107,577−58.2% | Reduced |
| Westchester Capital Management, LLC | 76,630 | $25.2M | 1.22% | +76,630 | New |
| First Trust Advisors LP | 75,223 | $24.7M | 0.02% | +49,387+191.2% | Added |
| Man Group plc | 74,670 | $24.5M | 0.05% | −2,688−3.5% | Reduced |
| Swiss National Bank | 73,580 | $24.2M | 0.01% | +560+0.8% | Added |
| C WorldWide Group Holding A/S | 72,000 | $23.6M | 0.51% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 72,000 | $23.6M | 2.31% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 70,428 | $23.1M | 0.34% | +4,025+6.1% | Added |
| American Century Companies Inc | 69,994 | $23.0M | 0.01% | +49,543+242.3% | Added |
| NZS Capital, LLC | 68,986 | $22.7M | 0.76% | −39,600−36.5% | Reduced |
| Verition Fund Management LLC | 68,000 | $22.3M | 0.22% | +56,700+501.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 67,850 | $22.3M | 0.04% | +67,850 | New |
| Calamos Advisors LLC | 66,882 | $22.0M | 0.08% | +62,218+1,334.0% | Added |
| Legal & General Group Plc | 61,195 | $20.1M | 0.00% | −10,480−14.6% | Reduced |
| California Public Employees Retirement System | 60,421 | $19.8M | 0.01% | +12,108+25.1% | Added |
| TIG Advisors, LLC | 60,082 | $19.7M | 0.94% | +60,082 | New |
| Two Sigma Investments, LP | 58,219 | $19.1M | 0.02% | +33,359+134.2% | Added |
| Sculptor Capital LP | 57,000 | $18.7M | 0.21% | +57,000 | New |
| Gabelli Funds LLC | 56,623 | $18.6M | 0.13% | +56,623 | New |
| ING Groep NV | 55,841 | $18.3M | 0.11% | +55,841 | New |
| Victory Capital Management Inc | 52,776 | $17.3M | 0.01% | −20,364−27.8% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 51,692 | $17.0M | 2.52% | +51,692 | New |
| Nearwater Capital Markets, Ltd | 50,000 | $16.4M | 0.39% | +50,000 | New |
| Retirement Systems of Alabama | 48,094 | $15.8M | 0.05% | +1,092+2.3% | Added |
| Prelude Capital Management, LLC | 47,958 | $15.7M | 1.21% | +45,227+1,656.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 46,276 | $15.2M | 0.02% | −132,561−74.1% | Reduced |