Penumbra Ownership | Who Owns Penumbra?

Overview Forecast RevenueFinancials Chart Transcripts

Penumbra Ownership Summary

Penumbra is owned by 39.33% institutional investors, 3.94% insiders, and 56.73% retail investors. Fmr is the largest institutional shareholder, holding 15.07% of PEN shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.25% of its assets in Penumbra shares.

PEN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Penumbra	39.33%	3.94%	56.73%
Sector	Healthcare Stocks	57.39%	9.93%	32.68%
Industry	Medical Device Stocks	40.18%	9.93%	49.89%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	5.82M	15.07%	$1.38B
Blackrock	4.26M	10.99%	$765.80M
Blackrock funding, inc. /de	4.11M	10.64%	$975.90M
Vanguard group	3.65M	9.45%	$866.95M
Champlain investment partners	1.50M	3.87%	$355.26M
Price t rowe associates inc /md/	1.27M	3.28%	$300.58M
State street	1.23M	3.18%	$221.87M
William blair investment management	883.10K	2.29%	$209.72M
Rtw investments, lp	742.11K	1.92%	$133.56M
Baillie gifford	730.23K	1.89%	$173.42M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pfm health sciences, lp	166.26K	2.45%	$39.48M
Oak harbor wealth partners	33.61K	2.32%	$7.98M
Champlain investment partners	1.50M	2.25%	$355.26M
Rock springs capital management lp	240.00K	2.17%	$57.00M
Rtw investments, lp	742.11K	2.07%	$133.56M
Carret asset management	79.00K	2.05%	$18.76M
Exome asset management	9.00K	1.61%	$2.14M
Braidwell lp	183.83K	1.29%	$43.66M
Bellevue group	238.05K	1.09%	$56.53M
Congress asset management co /ma	608.96K	0.98%	$144.62M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	229.05K	0.01%	229.05K
T. rowe price investment management	707.06K	0.10%	227.51K
Blackrock	4.26M	0.02%	193.91K
Baillie gifford	730.23K	0.13%	138.39K
Adage capital partners gp	100.50K	0.04%	100.50K

Top Sellers

Holder	Shares	% Assets	Change
Capital research global investors	-	-	-1.13M
Price t rowe associates inc /md/	1.27M	0.03%	-719.57K
Eagle asset management	-	-	-327.93K
Jpmorgan chase	131.03K	0.00%	-253.11K
Qube research	-	-	-190.38K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	229.05K	0.01%	229.05K	$54.40M
Adage capital partners gp	100.50K	0.04%	100.50K	$23.87M
Perceptive advisors	73.34K	0.48%	73.34K	$17.42M
Wcm investment management	56.47K	0.03%	56.47K	$13.45M
First trust advisors lp	41.96K	0.01%	41.96K	$9.97M

Sold Out

Holder	Change
Harbor investment advisory	-1.00
Sjs investment consulting	-1.00
Dinuzzo private wealth	-1.00
Innealta capital	-1.00
Bell investment advisors	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	188	-46.29%	15,184,979	-56.57%	39	0.48%	87	-42.00%	67	-53.15%
Sep 30, 2024	346	-3.89%	34,876,344	-1.99%	90	1.07%	147	-25.76%	142	33.96%
Jun 30, 2024	357	-2.99%	35,576,747	6.43%	91	1.21%	196	7.10%	105	-1.87%
Mar 31, 2024	368	0.55%	33,426,131	-2.90%	87	1.09%	183	3.98%	107	-13.71%
Dec 31, 2023	366	5.78%	34,426,178	4.95%	89	1.22%	176	15.03%	124	5.98%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	1.25M	3.25%	2.18K
Fidelity Select Health Care	1.24M	3.22%	-80.00K
Vanguard US Total Market Shares ETF	1.16M	3.02%	924.00
Vanguard Total Stock Mkt Idx Inv	1.15M	2.98%	4.48K
Vanguard Small Cap Index	930.87K	2.42%	756.00
Fidelity Select Medical Tech and Devcs	860.00K	2.23%	-180.00K
US Small-Cap Growth II Equity Comp	807.21K	2.08%	-1.98K
Champlain Mid Cap Fund, LLC	780.52K	2.03%	-102.27K
Fidelity Advisor Health Care I	728.00K	1.89%	-24.50K
Strategic Advisers Fidelity US TtlStk	652.90K	1.70%	-43.60K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 15, 2025	O'Rourke Bridget	-	Sell	$13.56K
Apr 02, 2025	Elsesser Adam	CEO and President	Sell	$457.73K
Apr 02, 2025	Elsesser Adam	CEO and President	Sell	$268.39K
Apr 02, 2025	Elsesser Adam	CEO and President	Sell	$363.07K
Apr 02, 2025	Elsesser Adam	CEO and President	Sell	$243.31K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	23
2025 Q1	-	59
2024 Q4	-	36
2024 Q3	-	32
2024 Q2	-	28

PEN Ownership FAQ

Who Owns Penumbra?

Penumbra shareholders are primarily institutional investors at 39.33%, followed by 3.94% insiders and 56.73% retail investors. The average institutional ownership in Penumbra's industry, Medical Device Stocks, is 40.18%, which Penumbra falls below.

Who owns the most shares of Penumbra?

Penumbra’s largest shareholders are Fmr (5.82M shares, 15.07%), Blackrock (4.26M shares, 10.99%), and Blackrock funding, inc. /de (4.11M shares, 10.64%). Together, they hold 36.70% of Penumbra’s total shares outstanding.

Does Blackrock own Penumbra?

Yes, BlackRock owns 10.99% of Penumbra, totaling 4.26M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 765.8M$. In the last quarter, BlackRock increased its holdings by 193.91K shares, a 4.77% change.

Who is Penumbra’s biggest shareholder by percentage of total assets invested?

Pfm health sciences, lp is Penumbra’s biggest shareholder by percentage of total assets invested, with 2.45% of its assets in 166.26K Penumbra shares, valued at 39.48M$.

Who is the top mutual fund holder of Penumbra shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Penumbra shares, with 3.25% of its total shares outstanding invested in 1.25M Penumbra shares.

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