Titelia

Fund shareholders of Penumbra Inc

ISIN US70975L1070 · United States · LEI 549300RGE06P3ECANU72

Fund shareholders
327
Of which ETFs
103 224 other funds
Value held
≈ 3.2B $ 3.2B $ · 627.6K € · 35.7M SEK
Share of capital
25.6 % of 39.4M shares on Jul 14, 2026

327 funds hold this company. This table lists the 323 that declare it in a regulatory filing. The other 4 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
Invesco S&P Midcap 400 Pure Growth ETF Invesco Exchange-Traded Fund Trust 10,2223.3M $0.97 %0.03 %as of Jul 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 10,1863.3M $0.08 %0.03 %as of Jul 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 9,9283.2M $0.02 %0.03 %as of Jul 31, 2026 ↗
Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. 9,0452.9M $2.47 %0.02 %as of May 31, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 8,8252.8M $0.33 %0.02 %as of Jun 30, 2026 ↗
AltShares Merger Arbitrage ETF AltShares Trust 8,7632.8M $2.71 %0.02 %as of May 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 8,7342.8M $0.34 %0.02 %as of Jun 30, 2026 ↗
JNL Multi-Manager Alternative Fund JNL Series Trust 8,6162.7M $0.28 %0.02 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 8,5672.7M $0.02 %0.02 %as of May 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 8,4132.7M $0.07 %0.02 %as of Jun 30, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 8,1772.6M $0.31 %0.02 %as of Jun 30, 2026 ↗
iShares Future Exponential Technologies ETF iShares Trust 8,1092.6M $0.07 %0.02 %as of Jul 31, 2026 ↗
Health Sciences Portfolio PACIFIC SELECT FUND 7,9952.5M $0.66 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF SPDR SERIES TRUST 7,7822.5M $1.62 %0.02 %as of Jun 30, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 7,7082.5M $0.09 %0.02 %as of Jul 31, 2026 ↗
Return Stacked(R) Bonds & Merger Arbitrage ETF Tidal Trust II 7,6172.4M $4.65 %0.02 %as of Jul 31, 2026 ↗
Virtus Westchester Event-Driven Fund Virtus Event Opportunities Trust 7,5712.4M $1.84 %0.02 %as of Jun 30, 2026 ↗
American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund 7,5652.4M $0.35 %0.02 %as of May 31, 2026 ↗
Victory Pioneer Select Mid Cap Growth Fund Victory Portfolios IV 7,4352.4M $0.12 %0.02 %as of May 31, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 7,3002.3M $0.43 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 7,2832.3M $0.02 %0.02 %as of Jun 30, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 7,2272.3M $0.33 %0.02 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 7,2112.3M $0.02 %0.02 %as of Jun 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 7,0772.2M $0.12 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 6,9842.2M $0.09 %0.02 %as of Jul 31, 2026 ↗
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 6,8622.2M $0.01 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 6,7592.2M $0.16 %0.02 %as of Jul 31, 2026 ↗
Motley Fool Small-Cap Growth ETF RBB Fund, Inc. 6,5002.1M $3.49 %0.02 %as of May 31, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 6,3352M $0.31 %0.02 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,2512M $0.02 %0.02 %as of May 31, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 6,1332M $0.04 %0.02 %as of May 31, 2026 ↗
Water Island Event-Driven Fund ARBITRAGE FUNDS 6,0551.9M $3.85 %0.02 %as of May 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 6,0221.9M $0.02 %0.02 %as of Jul 31, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 5,8941.9M $0.34 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,8851.9M $0.16 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 5,8631.9M $0.29 %0.01 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 5,7601.8M $0.14 %0.01 %as of May 31, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 5,6991.8M $0.35 %0.01 %as of Jul 31, 2026 ↗
NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust 5,6691.8M $1.00 %0.01 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 5,6121.8M $0.04 %0.01 %as of Jul 31, 2026 ↗
GMO Alternative Allocation Fund GMO TRUST 5,4271.7M $0.21 %0.01 %as of May 31, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 5,2741.7M $0.35 %0.01 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 5,1771.6M $0.03 %0.01 %as of Jun 30, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 5,1771.6M $0.34 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 5,1121.6M $0.38 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 5,0141.6M $0.38 %0.01 %as of May 31, 2026 ↗
AB All Market Total Return Portfolio AB PORTFOLIOS 4,9391.6M $0.37 %0.01 %as of Jun 30, 2026 ↗
NYLIM Candriam U.S. Mid Cap Equity ETF NYLIM ETF Trust 4,7731.5M $0.46 %0.01 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 4,6061.5M $0.06 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 4,4191.4M $0.18 %0.01 %as of Jul 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 4,4001.4M $0.02 %0.01 %as of Jun 30, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 4,3501.4M $0.36 %0.01 %as of Jul 31, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 4,3481.4M $0.30 %0.01 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 4,1691.3M $0.00 %0.01 %as of May 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,1351.3M $0.02 %0.01 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 4,0221.3M $0.01 %0.01 %as of Jun 30, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 3,8171.2M $0.22 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,7531.2M $0.04 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST 3,7411.2M $0.03 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,6941.2M $0.14 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 3,6231.2M $0.40 %0.01 %as of Jul 31, 2026 ↗
ROBO Global Healthcare Technology and Innovation ETF EXCHANGE TRADED CONCEPTS TRUST 3,5581.1M $1.65 %0.01 %as of Jul 31, 2026 ↗
AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust 3,5421.1M $0.40 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,3751.1M $0.21 %0.01 %as of Jun 30, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 3,3381.1M $0.04 %0.01 %as of Jun 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 3,2181M $0.11 %0.01 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 3,2051M $0.02 %0.01 %as of May 31, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 3,2051M $0.31 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,1761M $0.02 %0.01 %as of May 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,1761M $0.17 %0.01 %as of Jun 30, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 3,039976.1K $0.35 %0.01 %as of Jul 31, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 3,038975.8K $0.04 %0.01 %as of Jul 31, 2026 ↗
YORKTOWN GROWTH FUND American Pension Investors Trust 3,000963.6K $0.79 %0.01 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,985958.8K $0.04 %0.01 %as of Jul 31, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 2,947930.5K $0.08 %0.01 %as of Jun 30, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 2,901916K $0.34 %0.01 %as of Jun 30, 2026 ↗
JNL/Westchester Capital Event Driven Fund JNL Series Trust 2,768874K $1.84 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 2,700859.4K $0.01 %0.01 %as of May 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 2,700852.5K $0.02 %0.01 %as of Jun 30, 2026 ↗
Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust 2,611831.1K $0.02 %0.01 %as of May 31, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 2,520795.7K $0.02 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,499802.7K $0.02 %0.01 %as of Jul 31, 2026 ↗
Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust 2,469779.6K $0.30 %0.01 %as of Jun 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,460776.7K $0.02 %0.01 %as of Jun 30, 2026 ↗
Gotham Absolute Return Fund FundVantage Trust 2,411761.3K $0.06 %0.01 %as of Jun 30, 2026 ↗
NAA MID GROWTH FUND New Age Alpha Funds Trust 2,371748.6K $0.98 %0.01 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 2,338738.2K $0.03 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,264720.6K $0.11 %0.01 %as of May 31, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,254711.7K $0.07 %0.01 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 2,202695.3K $0.07 %0.01 %as of Jun 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 2,157686.6K $0.08 %0.01 %as of May 31, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 1,975628.6K $0.05 %0.01 %as of May 31, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,968621.4K $0.09 %0.00 %as of Jun 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 1,966625.8K $0.08 %0.00 %as of May 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,922606.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 1,921606.6K $0.12 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. 1,800572.9K $0.04 %0.00 %as of May 31, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,722543.7K $0.15 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,690542.8K $0.19 %0.00 %as of Jul 31, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 1,680539.6K $0.02 %0.00 %as of Jul 31, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
BNP Paribas Funds US Mid Cap BNP Paribas Asset Management Luxembourg 1.37 %as of Dec 31, 2025 ↗
BNP Paribas Funds Health Care Innovators BNP Paribas Asset Management Luxembourg 1.18 %as of Dec 31, 2025 ↗
Fidelity Funds - Global Healthcare Fund FIL Investment Management (Luxembourg) S.A. 1.05 %as of Apr 30, 2025 ↗
Fidelity Funds - American Growth Fund FIL Investment Management (Luxembourg) S.A. 0.98 %as of Apr 30, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Return Stacked(R) Bonds & Merger Arbitrage ETF Tidal Trust II 4.65 %as of Jul 31, 2026 ↗
Fidelity SAI Merger Arbitrage Fund Fidelity Greenwood Street Trust 4.03 %as of Jul 31, 2026 ↗
Water Island Event-Driven Fund ARBITRAGE FUNDS 3.85 %as of May 31, 2026 ↗
THE ARBITRAGE FUND ARBITRAGE FUNDS 3.58 %as of May 31, 2026 ↗
Motley Fool Small-Cap Growth ETF RBB Fund, Inc. 3.49 %as of May 31, 2026 ↗
MUTUAFONDO SALUD, FI MUTUACTIVOS, S.A., S.G.I.I.C. 2.76 %as of Dec 31, 2025 ↗
AltShares Merger Arbitrage ETF AltShares Trust 2.71 %as of May 31, 2026 ↗
AltShares Event-Driven ETF AltShares Trust 2.57 %as of May 31, 2026 ↗
Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. 2.47 %as of May 31, 2026 ↗
NYLIM Merger Arbitrage ETF NYLIM ETF Trust 2.11 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3319-5010,068,041-15.2 %
2026Q2369-9111,866,929-36.4 %
2026Q1460-2218,650,967-11.5 %
2025Q4482-1121,073,257+1.5 %
2025Q3493+920,761,631+0.4 %
2025Q2484+4920,677,714+1.3 %
2025Q1435+1520,413,016-0.8 %
2024Q4420+120,579,821-4.1 %
2024Q3419+621,455,702-1.4 %
2024Q2413-921,759,808-0.3 %
2024Q1422-2221,835,399+4.3 %
2023Q444420,941,045

Institutional managers

473 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.4,330,4561.4B $as of Mar 31, 2026
HBK INVESTMENTS L P1,634,261536.6M $as of Mar 31, 2026
STATE STREET CORP1,185,811389.4M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC1,098,136360.6M $as of Mar 31, 2026
BAILLIE GIFFORD & CO840,427276M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC795,448261.3M $as of Mar 31, 2026
Balyasny Asset Management L.P.762,096250.2M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC720,575236.6M $as of Mar 31, 2026
CITIGROUP INC620,943203.9M $as of Mar 31, 2026
UBS Group AG560,335184M $as of Mar 31, 2026
Invesco Ltd.538,197176.7M $as of Mar 31, 2026
FMR LLC496,107162.9M $as of Mar 31, 2026
Champlain Investment Partners, LLC491,382161.4M $as of Mar 31, 2026
Capital World Investors450,815148M $as of Mar 31, 2026
WHITEBOX ADVISORS LLC445,001146.1M $as of Mar 31, 2026
AQR Arbitrage LLC423,073138.9M $as of Mar 31, 2026
TUDOR INVESTMENT CORP ET AL411,118135M $as of Mar 31, 2026
JPMORGAN CHASE & CO402,619132.1M $as of Mar 31, 2026
MORGAN STANLEY401,356131.8M $as of Mar 31, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP400,160131.4M $as of Mar 31, 2026
Hudson Bay Capital Management LP349,038114.6M $as of Mar 31, 2026
Amundi345,758113.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP325,843107M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC322,416105.9M $as of Mar 31, 2026
NORTHERN TRUST CORP320,853105.4M $as of Mar 31, 2026

Declared shareholders of Penumbra Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Barclays PLC 5.95 %2,342,118as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Penumbra Inc". https://titelia.com/en/stocks/penumbra-inc-US70975L1070