PENTAIR plc
PNR- Exchange
- NYSE
- Industry
- Special Industry Machinery (No Metalworking Machinery)
- SEC CIK
- 0000077360
No open-market purchases or sales by PENTAIR plc insiders were filed in the last 90 days; 730 institutions reported holding it in 13F filings for Q2 2026, worth $11.7B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in PENTAIR plc as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 507
- +20 vs. Q3 2022
- Shares held
- 151.0M
- +494.6K (+0.3%) vs. Q3 2022
- Total value
- $6.80B
- +$681.8M (+11.1%) vs. Q3 2022
- New holders
- 81
- 160 more added
- Sold out
- 61
- 175 more reduced
7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PNR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 730 | $11.7B |
| Q1 2026 | 742 | $13.3B |
| Q4 2025 | 787 | $16.0B |
| Q3 2025 | 767 | $16.9B |
| Q2 2025 | 742 | $15.3B |
| Q1 2025 | 728 | $13.1B |
| Q4 2024 | 718 | $15.1B |
| Q3 2024 | 674 | $14.6B |
| Q2 2024 | 640 | $11.8B |
| Q1 2024 | 637 | $13.0B |
| Q4 2023 | 613 | $11.1B |
| Q3 2023 | 585 | $9.55B |
| Q2 2023 | 554 | $9.51B |
| Q1 2023 | 531 | $8.27B |
| Q4 2022 | 507 | $6.80B |
| Q3 2022 | 494 | $6.13B |
| Q2 2022 | 515 | $6.57B |
| Q1 2022 | 558 | $8.04B |
| Q4 2021 | 604 | $10.7B |
| Q3 2021 | 559 | $10.9B |
| Q2 2021 | 525 | $10.1B |
| Q1 2021 | 522 | $9.27B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Andra AP-fonden | 141,800 | $6.38M | 0.19% | −39,100−21.6% | Reduced |
| BNP Paribas Arbitrage, SA | 142,232 | $6.40M | 0.02% | −87,133−38.0% | Reduced |
| Assenagon Asset Management S.A. | 142,496 | $6.41M | 0.03% | −73,669−34.1% | Reduced |
| Moore Capital Management, LP | 146,602 | $6.59M | 0.19% | +146,602 | New |
| Holocene Advisors, LP | 147,978 | $6.66M | 0.04% | −38,459−20.6% | Reduced |
| New York State Teachers Retirement System | 152,785 | $6.87M | 0.02% | +480.0% | Added |
| Yousif Capital Management, LLC | 155,834 | $7.01M | 0.09% | +7,180+4.8% | Added |
| Mairs & Power Inc | 156,161 | $7.02M | 0.08% | −7,116−4.4% | Reduced |
| Citigroup Inc | 162,427 | $7.31M | 0.01% | −31,018−16.0% | Reduced |
| Norges Bank | 163,730 | $7.36M | 0.00% | −137,583−45.7% | Reduced |
| Nordea Investment Management AB | 167,980 | $7.53M | 0.01% | +2,808+1.7% | Added |
| State of Wisconsin Investment Board | 167,876 | $7.55M | 0.02% | −81,757−32.8% | Reduced |
| Forsta Ap-Fonden | 173,200 | $7.79M | 0.09% | +26,300+17.9% | Added |
| Aviva PLC | 177,580 | $7.99M | 0.04% | +76,459+75.6% | Added |
| Thematics Asset Management | 181,737 | $8.17M | 0.50% | +181,737 | New |
| State Board of Administration of Florida Retirement System | 185,771 | $8.36M | 0.02% | −3,160−1.7% | Reduced |
| Prospector Partners LLC | 186,635 | $8.39M | 1.15% | +64,400+52.7% | Added |
| Bank of Montreal | 190,000 | $8.56M | 0.01% | +34,750+22.4% | Added |
| US Bancorp | 190,405 | $8.56M | 0.02% | −103,342−35.2% | Reduced |
| RK Capital Management, LLC | 193,500 | $8.70M | 2.06% | +65,200+50.8% | Added |
| Twinbeech Capital LP | 196,689 | $8.85M | 0.17% | +196,689 | New |
| Barclays PLC | 197,529 | $8.88M | 0.01% | +19,503+11.0% | Added |
| Storebrand Asset Management AS | 201,409 | $9.06M | 0.05% | −11,025−5.2% | Reduced |
| Price T Rowe Associates Inc | 207,502 | $9.33M | 0.00% | +348+0.2% | Added |
| Calamos Advisors LLC | 208,192 | $9.36M | 0.05% | +29,078+16.2% | Added |
| Principal Financial Group Inc | 208,583 | $9.38M | 0.01% | −7,626−3.5% | Reduced |
| Royal Bank of Canada | 209,273 | $9.41M | 0.00% | +20,935+11.1% | Added |
| AXA S.A. | 212,079 | $9.54M | 0.03% | −307,816−59.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 212,677 | $9.57M | 0.02% | +105,075+97.7% | Added |
| Janney Montgomery Scott LLC | 221,559 | $9.97M | 0.04% | +49,977+29.1% | Added |
| CBOE Vest Financial, LLC | 224,115 | $10.1M | 1.60% | +30,889+16.0% | Added |
| Voya Investment Management LLC | 229,302 | $10.3M | 0.01% | −25,373−10.0% | Reduced |
| Ameriprise Financial Inc | 229,430 | $10.3M | 0.00% | +123,481+116.5% | Added |
| Fisher Asset Management, LLC | 232,620 | $10.5M | 0.01% | +129,093+124.7% | Added |
| Wells Fargo & Company | 241,156 | $10.8M | 0.00% | −6,761−2.7% | Reduced |
| Alliancebernstein L.P. | 242,055 | $10.9M | 0.00% | −59,641−19.8% | Reduced |
| Duff & Phelps Investment Management Co | 244,900 | $11.0M | 0.13% | 00.0% | Unchanged |
| Schroder Investment Management Group | 257,232 | $11.6M | 0.02% | +29,886+13.1% | Added |
| New York State Common Retirement Fund | 261,132 | $11.7M | 0.02% | +4,533+1.8% | Added |
| Intech Investment Management LLC | 276,037 | $12.4M | 0.09% | −273,449−49.8% | Reduced |
| California State Teachers Retirement System | 283,196 | $12.7M | 0.02% | +3,287+1.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 296,070 | $13.4M | 0.04% | +41,460+16.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 301,410 | $13.6M | 0.07% | −50,769−14.4% | Reduced |
| Baird Financial Group, Inc. | 310,911 | $14.0M | 0.04% | −13,641−4.2% | Reduced |
| Rhumbline Advisers | 330,862 | $14.9M | 0.02% | +20,402+6.6% | Added |
| Eventide Asset Management, LLC | 350,400 | $15.8M | 0.31% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 351,434 | $15.8M | 0.06% | +351,434 | New |
| J. Goldman & Co LP | 353,210 | $15.9M | 1.12% | +353,210 | New |
| Victory Capital Management Inc | 362,483 | $16.3M | 0.02% | +354,428+4,400.1% | Added |
| Russell Investments Group, Ltd. | 362,889 | $16.3M | 0.03% | +49,429+15.8% | Added |
| California Public Employees Retirement System | 370,957 | $16.7M | 0.01% | −14,359−3.7% | Reduced |
| JPMorgan Chase & Co | 375,831 | $16.9M | 0.00% | −501−0.1% | Reduced |
| Bank of America Corp | 383,429 | $17.2M | 0.00% | −27,114−6.6% | Reduced |
| Zuckerman Investment Group, LLC | 385,305 | $17.3M | 2.74% | +10,299+2.7% | Added |
| Sasco Capital Inc | 402,010 | $18.1M | 2.30% | +402,010 | New |
| Mountain Pacific Investment Advisers Inc | 436,164 | $19.6M | 1.42% | −3,896−0.9% | Reduced |
| Voloridge Investment Management, LLC | 443,289 | $19.9M | 0.11% | −256,939−36.7% | Reduced |
| Goldman Sachs Group Inc | 461,420 | $20.8M | 0.01% | −537,592−53.8% | Reduced |
| Clark Capital Management Group, Inc. | 476,706 | $21.4M | 0.20% | +14,853+3.2% | Added |
| Federated Hermes, Inc. | 482,256 | $21.7M | 0.06% | +430,431+830.5% | Added |
| Allianz Asset Management GmbH | 483,361 | $21.7M | 0.05% | −2,439−0.5% | Reduced |
| PGGM Investments | 489,679 | $22.0M | 0.39% | −48,183−9.0% | Reduced |
| Northwest & Ethical Investments L.P. | 526,802 | $23.7M | 0.82% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 540,715 | $24.3M | 0.09% | +460,897+577.4% | Added |
| D. E. Shaw & Co., Inc. | 542,222 | $24.4M | 0.04% | −297,931−35.5% | Reduced |
| UBS Group AG | 549,923 | $24.7M | 0.01% | +150,472+37.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 562,004 | $25.3M | 0.09% | +109,272+24.1% | Added |
| AQR Capital Management LLC | 584,285 | $26.2M | 0.06% | −578,463−49.7% | Reduced |
| Thrivent Financial for Lutherans | 601,975 | $27.1M | 0.07% | −267,833−30.8% | Reduced |
| Woodline Partners LP | 621,265 | $27.9M | 0.39% | +252,934+68.7% | Added |
| Nuveen Asset Management, LLC | 629,831 | $28.3M | 0.01% | −97,516−13.4% | Reduced |
| Two Sigma Advisers, LP | 643,700 | $29.0M | 0.08% | +130,200+25.4% | Added |
| Swiss National Bank | 668,287 | $30.1M | 0.02% | −47,071−6.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 714,947 | $32.2M | 0.08% | −13,617−1.9% | Reduced |
| KBC Group NV | 754,712 | $33.9M | 0.16% | +6,408+0.9% | Added |
| Two Sigma Investments, LP | 756,499 | $34.0M | 0.11% | +71,750+10.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 776,435 | $34.9M | 0.03% | −132,556−14.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 878,573 | $39.5M | 0.12% | +12,442+1.4% | Added |
| Citadel Advisors LLC | 917,951 | $41.3M | 0.05% | +314,475+52.1% | Added |
| Nomura Asset Management Co Ltd | 1,005,683 | $45.2M | 0.26% | +152,661+17.9% | Added |
| Credit Suisse AG | 1,076,677 | $48.4M | 0.05% | +99,480+10.2% | Added |
| Deutsche Bank AG | 1,105,898 | $49.7M | 0.03% | +36,077+3.4% | Added |
| Bank of New York Mellon Corp | 1,197,385 | $53.9M | 0.01% | −143,541−10.7% | Reduced |
| First Trust Advisors LP | 1,222,395 | $55.0M | 0.07% | −3,517−0.3% | Reduced |
| Legal & General Group Plc | 1,264,717 | $56.9M | 0.02% | −34,161−2.6% | Reduced |
| FIL Ltd | 1,320,954 | $59.4M | 0.07% | −4,197−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,343,846 | $60.4M | 0.02% | +57,021+4.4% | Added |
| UBS Asset Management Americas Inc | 1,471,176 | $66.2M | 0.03% | +191,218+14.9% | Added |
| Renaissance Technologies LLC | 1,533,664 | $69.0M | 0.09% | +420,000+37.7% | Added |
| Northern Trust Corp | 1,743,881 | $78.4M | 0.02% | +7,971+0.5% | Added |
| Morgan Stanley | 1,770,093 | $79.6M | 0.01% | +1,018+0.1% | Added |
| Millennium Management LLC | 2,208,270 | $99.3M | 0.11% | +1,105,735+100.3% | Added |
| Franklin Resources Inc | 2,245,394 | $101.0M | 0.05% | −2,476,144−52.4% | Reduced |
| Parnassus Investments | 2,296,917 | $103.3M | 0.26% | 00.0% | Unchanged |
| Gates Capital Management, Inc. | 2,328,662 | $104.7M | 3.99% | +655,356+39.2% | Added |
| Dimensional Fund Advisors LP | 2,754,358 | $123.9M | 0.04% | +52,826+2.0% | Added |
| Robeco Schweiz AG | 2,934,299 | $132.0M | 2.41% | −24,879−0.8% | Reduced |
| FMR LLC | 3,306,012 | $148.7M | 0.01% | −61,683−1.8% | Reduced |
| Geode Capital Management, LLC | 3,438,925 | $154.4M | 0.02% | +116,708+3.5% | Added |
| Pictet Asset Management SA | 3,927,261 | $176.6M | 0.26% | −43,886−1.1% | Reduced |