Who Owns Penumbra Stock?
NYSE: PENHealth CareMedical/Dental InstrumentsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 88.31%
- Held by insiders
- 2.90%
- Institutional holders
- 588
- Institutions 88.3%
- Insiders 2.9%
- Public and other 8.8%
Who owns Penumbra stock?
Institutional investors own about 88.3% of Penumbra's shares, spread across 588 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 2.90% of PEN.
The largest institutional holders are Blackrock Inc. (10.91%), HBK Investments L P (4.67%) and Vanguard Capital Management LLC (4.34%). Together, the top 10 institutions control 39.8% of shares outstanding. In their latest filings, 9 of the top 10 institutions increased their PEN positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of PEN
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 4.30M | 10.91% | -0.8% |
| HBK Investments L P | 1.84M | 4.67% | +12.5% |
| Vanguard Capital Management LLC | 1.71M | 4.34% | +0.9% |
| Vanguard Portfolio Management LLC | 1.67M | 4.23% | +0.8% |
| State Street Corporation | 1.24M | 3.16% | +4.8% |
| ExodusPoint Capital Management, LP | 1.09M | 2.77% | +134.4% |
| Balyasny Asset Management LP | 1.09M | 2.77% | +43.0% |
| JPMORGAN CHASE & CO | 1.07M | 2.72% | +166.1% |
| Goldman Sachs Group Inc | 847.10K | 2.15% | +17.6% |
| Arrowstreet Capital, Limited Partnership | 834.90K | 2.12% | +108.6% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of PEN
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | 1.38M | 3.50% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.19M | 3.01% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 856.69K | 2.17% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 494.39K | 1.26% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 450.77K | 1.14% |
| SmallCap World Fund Inc | 412.64K | 1.05% |
| SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT | 287.64K | 0.73% |
| iShares Trust-iShares S&P Mid-Cap 400 Growth ETF | 228.82K | 0.58% |
| iShares Trust-iShares Russell Mid-Cap Growth ETF | 215.13K | 0.55% |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 400 Mid Cap ETF | 205.03K | 0.52% |
Frequently asked questions
Who is the largest shareholder of Penumbra?
Blackrock Inc. is the largest institutional shareholder of PEN, owning 10.91% of shares outstanding (4.30M shares) as of its latest 13F filing.
What percentage of Penumbra is owned by institutions?
Institutions own about 88.3% of PEN shares and 90.9% of the public float.
How much of Penumbra do insiders own?
Insiders, such as officers and directors, own about 2.90% of PEN shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.