MORGAN STANLEY

Position in PEN — Penumbra Inc

CIK 895421 NEW YORK, NY

Back to PEN Full portfolio

Position in PEN

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$186,868,423

+$55,075,160 QoQ

Shares Held

591,824

+47.5% QoQ

Ownership

1.50%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#15

of 445 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in PEN Over Time

Shares Held

Position Value (USD)

Position in Medical Devices

Healthcare · as of Jun 30, 2026

MORGAN STANLEY holds $10,927,385,230 across 125 Medical Devices names. PEN ranks #11 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABT	Abbott Laboratories	26,611,315	$2,414,710,711
2	SYK	Stryker Corp	5,960,732	$1,876,676,853
3	MDT	Medtronic plc	19,444,871	$1,521,172,249
4	STE	STERIS plc	3,950,067	$831,765,599
5	BSX	Boston Scientific Corp	18,947,147	$808,664,224
6	EW	Edwards Lifesciences Corp	6,339,368	$573,459,221
7	GEHC	GE HealthCare Technologies Inc.	6,223,322	$398,354,834
8	DXCM	Dexcom Inc	5,156,282	$347,275,584

All Filings in PEN

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$186,868,423	591,824	+47.5%	Shares	Defined	2026-08-13
2026-03-31	$131,793,263	401,356	-23.6%	Shares	Defined	2026-05-15
2025-12-31	$163,385,375	525,507	-24.2%	Shares	Defined	2026-05-27
2025-09-30	$175,665,763	693,454	+39.1%	Shares	Defined	2026-05-27
2025-06-30	$127,947,243	498,567	+33.8%	Shares	Defined	2025-08-15
2025-03-31	$99,655,143	372,668	-15.1%	Shares	Defined	2025-05-15
2024-12-31	$104,184,844	438,710	-0.9%	Shares	Defined	2025-05-15
2024-09-30	$86,059,507	442,898	+30.2%	Shares	Defined	2025-05-14
2024-06-30	$61,200,949	340,062	-12.6%	Shares	Defined	2025-05-14
2024-03-31	$86,829,513	389,056	+6.6%	Shares	Defined	2024-10-17
2023-12-31	$91,818,131	365,024	+3.2%	Shares	Defined	2024-08-16
2023-09-30	$85,559,930	353,685	+7.3%	Shares	Defined	2023-11-15
2023-06-30	$113,363,980	329,489	-15.5%	Shares	Defined	2023-08-14
2023-03-31	$108,679,340	389,965	+21.5%	Shares	Defined	2023-05-15
2022-12-31	$71,382,070	320,876	+331.1%	Shares	Defined	2023-02-14
2022-09-30	$14,110,976	74,425	+3.1%	Shares	Defined	2022-11-14
2022-06-30	$8,989,593	72,194	+4.5%	Shares	Defined	2022-10-27
2022-03-31	$15,346,070	69,086	-25.1%	Shares	Defined	2022-10-27
2021-12-31	$26,486,016	92,183	-26.4%	Shares	Defined	2022-02-14
2021-09-30	$33,359,935	125,178	+6.0%	Shares	Defined	2021-11-15
2021-06-30	$32,365,388	118,096	-69.0%	Shares	Defined	2021-08-23
2021-03-31	$103,146,176	381,204	+67.2%	Shares	Defined	2021-05-17
2020-12-31	$39,903,150	228,018	-31.5%	Shares	Defined	2021-02-16
2020-09-30	$64,691,800	332,811	+100.8%	Shares	Defined	2020-11-13
2020-06-30	$29,634,407	165,722	-59.9%	Shares	Defined	2020-08-14
2020-03-31	$66,714,631	413,529	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.