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, Q2 2026
Institutional positions in Penumbra Inc as of Jun 30, 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
- 451
- −24 vs. Q1 2026
- Shares held
- 34.1M
- +520.2K (+1.5%) vs. Q1 2026
- Total value
- $10.8B
- −$252.3M (−2.3%) vs. Q1 2026
- New holders
- 45
- 146 more added
- Sold out
- 69
- 184 more reduced
10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Penumbra Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Slotnik Capital, LLC | 133,000 | $42.0M | 11.68% | +32,000+31.7% | Added |
| Squarepoint Ops LLC | 138,413 | $43.7M | 0.08% | −9,393−6.4% | Reduced |
| Decagon Asset Management LLP | 142,001 | $44.8M | 8.95% | −25,587−15.3% | Reduced |
| Verition Fund Management LLC | 142,309 | $44.9M | 0.32% | +74,309+109.3% | Added |
| Woodline Partners LP | 145,844 | $46.1M | 0.14% | −95,753−39.6% | Reduced |
| Water Island Capital LLC | 150,456 | $47.5M | 5.03% | +30,361+25.3% | Added |
| Westchester Capital Management, LLC | 157,472 | $49.7M | 2.50% | +80,842+105.5% | Added |
| Glazer Capital, LLC | 158,127 | $49.9M | 1.23% | +63,308+66.8% | Added |
| Birnam Oak Advisors, LP | 171,277 | $54.1M | 8.84% | +75,287+78.4% | Added |
| Adage Capital Partners GP, L.L.C. | 176,720 | $55.8M | 0.08% | +41,720+30.9% | Added |
| Caxton Associates LLP | 179,384 | $56.6M | 1.06% | −5,279−2.9% | Reduced |
| Melqart Asset Management (UK) Ltd | 185,734 | $58.6M | 5.58% | +103,912+127.0% | Added |
| Alpine Associates Management Inc. | 188,986 | $59.7M | 3.73% | +57,036+43.2% | Added |
| D. E. Shaw & Co., Inc. | 197,329 | $62.3M | 0.04% | −4,621−2.3% | Reduced |
| Hudson Bay Capital Management LP | 203,138 | $64.1M | 0.30% | −145,900−41.8% | Reduced |
| FMR LLC | 211,002 | $66.6M | 0.00% | −285,105−57.5% | Reduced |
| LMR Partners LLP | 213,893 | $67.5M | 0.50% | −81,815−27.7% | Reduced |
| TIG Advisors, LLC | 215,082 | $67.9M | 3.12% | +155,000+258.0% | Added |
| Champlain Investment Partners, LLC | 219,032 | $69.2M | 1.78% | −272,350−55.4% | Reduced |
| Bank of New York Mellon Corp | 235,328 | $74.3M | 0.01% | −11,199−4.5% | Reduced |
| Vanguard Fiduciary Trust Co | 251,746 | $79.5M | 0.02% | +4,511+1.8% | Added |
| Magnetar Financial LLC | 255,841 | $80.8M | 0.74% | +4,408+1.8% | Added |
| Invesco Ltd. | 263,980 | $83.4M | 0.01% | −274,217−51.0% | Reduced |
| Bank of America Corp | 266,017 | $84.0M | 0.01% | +6,242+2.4% | Added |
| Alliancebernstein L.P. | 301,585 | $99.0M | 0.04% | +75,268+33.3% | Added |
| Dimensional Fund Advisors LP | 326,120 | $103.0M | 0.02% | +277+0.1% | Added |
| Northern Trust Corp | 333,064 | $105.2M | 0.01% | +12,211+3.8% | Added |
| Charles Schwab Investment Management Inc | 343,713 | $108.5M | 0.01% | +21,297+6.6% | Added |
| Tudor Investment Corp Et Al | 400,649 | $126.5M | 0.52% | −10,469−2.5% | Reduced |
| Two Sigma Investments, LP | 428,128 | $135.2M | 0.10% | +369,909+635.4% | Added |
| Citigroup Inc | 433,125 | $136.8M | 0.06% | −187,818−30.2% | Reduced |
| Neuberger Berman Group LLC | 438,553 | $138.5M | 0.09% | +134,932+44.4% | Added |
| Citadel Advisors LLC | 448,763 | $141.7M | 0.08% | +246,038+121.4% | Added |
| Capital World Investors | 479,701 | $151.5M | 0.02% | +28,886+6.4% | Added |
| Whitebox Advisors LLC | 506,881 | $160.0M | 2.58% | +61,880+13.9% | Added |
| CNH Partners LLC | 563,873 | $178.0M | 2.54% | +140,800+33.3% | Added |
| Morgan Stanley | 591,824 | $186.9M | 0.01% | +190,468+47.5% | Added |
| Millennium Management LLC | 700,611 | $221.2M | 0.15% | −397,525−36.2% | Reduced |
| UBS Group AG | 703,822 | $222.2M | 0.04% | +143,487+25.6% | Added |
| Norges Bank | 752,242 | $237.5M | 0.02% | +752,242 | New |
| Geode Capital Management, LLC | 796,471 | $251.5M | 0.01% | +1,023+0.1% | Added |
| Arrowstreet Capital, Limited Partnership | 834,903 | $263.6M | 0.12% | +434,743+108.6% | Added |
| Goldman Sachs Group Inc | 847,104 | $267.5M | 0.03% | +126,529+17.6% | Added |
| JPMorgan Chase & Co | 1,071,454 | $338.6M | 0.02% | +668,835+166.1% | Added |
| Balyasny Asset Management LLC | 1,090,163 | $344.2M | 0.63% | +328,067+43.0% | Added |
| ExodusPoint Capital Management, LP | 1,090,430 | $344.3M | 3.19% | +625,215+134.4% | Added |
| State Street Corp | 1,243,258 | $392.6M | 0.01% | +57,447+4.8% | Added |
| Vanguard Portfolio Management LLC | 1,667,276 | $526.4M | 0.02% | +12,799+0.8% | Added |
| Vanguard Capital Management LLC | 1,709,877 | $539.9M | 0.01% | +15,389+0.9% | Added |
| HBK Investments L P | 1,838,508 | $580.5M | 6.75% | +204,247+12.5% | Added |
| BlackRock, Inc. | 4,297,555 | $1.36B | 0.02% | −32,901−0.8% | Reduced |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −840,427−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −203,434−100.0% | Sold out |
| Braidwell LP | 0 | $0 | 0.00% | −105,352−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −97,135−100.0% | Sold out |
| Sand Grove Capital Management LLP | 0 | $0 | 0.00% | −86,758−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −79,898−100.0% | Sold out |
| NZS Capital, LLC | 0 | $0 | 0.00% | −68,986−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| PSquared Asset Management AG | 0 | $0 | 0.00% | −42,785−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −41,700−100.0% | Sold out |
| Ursa Fund Management, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −25,975−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −23,696−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Motley Fool Wealth Management, LLC | 0 | $0 | 0.00% | −19,701−100.0% | Sold out |
| Bellevue Group AG | 0 | $0 | 0.00% | −12,267−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −9,088−100.0% | Sold out |
| Vazirani Asset Management LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −7,230−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −5,879−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −5,264−100.0% | Sold out |
| Scholtz & Company, LLC | 0 | $0 | 0.00% | −5,178−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −4,466−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −4,397−100.0% | Sold out |
| Argonautica Private Wealth Management, Inc | 0 | $0 | 0.00% | −3,716−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −3,523−100.0% | Sold out |
| Equitec Proprietary Markets, LLC | 0 | $0 | 0.00% | −2,801−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,207−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −2,163−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −1,894−100.0% | Sold out |
| denkapparat Operations GmbH | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −1,232−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −1,103−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −1,061−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −995−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −952−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −874−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −845−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −790−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −735−100.0% | Sold out |