Penumbra Ownership | Who Owns Penumbra?

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Penumbra Ownership Summary

Penumbra is owned by 90.33% institutional investors, 3.87% insiders, and 5.80% retail investors. Fmr is the largest institutional shareholder, holding 14.92% of PEN shares. Fidelity Select Health Care is the top mutual fund, with 3.55% of its assets in Penumbra shares.

PEN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Penumbra	90.33%	3.87%	5.80%
Sector	Healthcare Stocks	49.73%	8.84%	41.43%
Industry	Medical Device Stocks	53.39%	8.20%	38.41%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Fmr	5.77M	14.92%	$1.04B
Blackrock	4.26M	10.99%	$765.80M
Vanguard group	3.70M	9.55%	$665.18M
Price t rowe associates inc /md/	3.03M	7.81%	$544.51M
Champlain investment partners	1.28M	3.32%	$231.05M
State street	1.23M	3.18%	$221.87M
William blair investment management	824.98K	2.13%	$148.47M
Clearbridge investments	773.66K	2.00%	$139.24M
Rtw investments, lp	742.11K	1.92%	$133.56M
Geode capital management	644.32K	1.66%	$115.99M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Rtw investments, lp	742.11K	2.07%	$133.56M
Oak harbor wealth partners	33.81K	1.91%	$6.08M
Carret asset management	79.00K	1.66%	$14.22M
Pfm health sciences, lp	185.11K	1.65%	$33.31M
Rock springs capital management lp	265.00K	1.44%	$47.69M
Champlain investment partners	1.28M	1.42%	$231.05M
Braidwell lp	212.59K	1.20%	$38.26M
Congress asset management co /ma	643.93K	0.83%	$115.89M
Bellevue group	282.05K	0.82%	$50.76M
Pura vida investments	6.00K	0.68%	$1.08M

Top Buyers

Holder	Shares	% Assets	Change
Congress asset management co /ma	643.93K	0.83%	617.36K
Norges bank	344.81K	0.01%	344.81K
T. rowe price investment management	366.45K	0.04%	270.93K
Jpmorgan chase	314.95K	0.00%	212.34K
Artisan partners limited partnership	349.88K	0.09%	210.79K

Top Sellers

Holder	Shares	% Assets	Change
Capital research global investors	-	-	-1.13M
Eagle asset management	-	-	-327.93K
Rock springs capital management lp	265.00K	1.44%	-240.00K
Qube research	-	-	-190.38K
Balyasny asset management	-	-	-126.26K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	344.81K	0.01%	344.81K	$62.06M
Renaissance	99.70K	0.03%	99.70K	$17.94M
Skandinaviska enskilda banken ab (publ)	64.78K	0.06%	64.78K	$11.66M
Hantz financial services	54.51K	0.19%	54.51K	$9.81M
Corebridge financial	49.47K	0.05%	49.47K	$8.90M

Sold Out

Holder	Change
Innealta capital	-1.00
Versant capital management	-1.00
Sjs investment consulting	-1.00
Dinuzzo private wealth	-1.00
Harbor investment advisory	-1.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	346	-9.42%	32,802,546	-4.26%	85	1.06%	153	-14.53%	117	-10.69%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Select Health Care	1.36M	3.55%	12.41K
Fidelity Select Medical Tech and Devcs	1.25M	3.26%	40.00K
iShares Core S&P Mid-Cap ETF	1.22M	3.19%	656.00
Vanguard Total Stock Mkt Idx Inv	1.16M	3.02%	-4.78K
Champlain Mid Cap Fund, LLC	990.16K	2.58%	-225.00
Vanguard Small Cap Index	925.47K	2.41%	1.80K
Fidelity Advisor Health Care I	840.00K	2.19%	-
US Small-Cap Growth II Equity Comp	807.21K	2.08%	-1.98K
Strategic Advisers Fidelity US TtlStk	654.90K	1.71%	12.00K
T. Rowe Price Health Sciences	591.64K	1.52%	-5.76K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 02, 2024	Roberts Johanna	EVP, Gen. Counsel & Secretary	Sell	$43.30K
Dec 02, 2024	Roberts Johanna	EVP, Gen. Counsel & Secretary	Sell	$68.89K
Dec 02, 2024	Roberts Johanna	EVP, Gen. Counsel & Secretary	Sell	$8.73K
Dec 02, 2024	Roberts Johanna	EVP, Gen. Counsel & Secretary	Sell	$25.78K
Nov 29, 2024	Shiu Lambert	Chief Accounting Officer	Sell	$436.12K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	31
2024 Q3	-	32
2024 Q2	-	28
2024 Q1	-	11
2023 Q4	-	33

PEN Ownership FAQ

Who Owns Penumbra?

Penumbra shareholders are primarily institutional investors at 90.33%, followed by 3.87% insiders and 5.80% retail investors. The average institutional ownership in Penumbra's industry, Medical Device Stocks, is 53.39%, which Penumbra exceeds.

Who owns the most shares of Penumbra?

Penumbra’s largest shareholders are Fmr (5.77M shares, 14.92%), Blackrock (4.26M shares, 10.99%), and Vanguard group (3.7M shares, 9.55%). Together, they hold 35.45% 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?

Rtw investments, lp is Penumbra’s biggest shareholder by percentage of total assets invested, with 2.07% of its assets in 742.1K Penumbra shares, valued at 133.56M$.

Who is the top mutual fund holder of Penumbra shares?

Fidelity Select Health Care is the top mutual fund holder of Penumbra shares, with 3.55% of its total shares outstanding invested in 1.36M Penumbra shares.

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