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, Q1 2023
Institutional positions in PENTAIR plc as of Mar 31, 2023. 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
- 531
- +32 vs. Q4 2022
- Shares held
- 149.9M
- −1.01M (−0.7%) vs. Q4 2022
- Total value
- $8.27B
- +$1.47B (+21.7%) vs. Q4 2022
- New holders
- 89
- 173 more added
- Sold out
- 57
- 160 more reduced
8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rowland & Co Investment Counsel | 18,440 | $1.02M | 0.25% | +160+0.9% | Added |
| Janus Henderson Group PLC | 18,480 | $1.02M | 0.00% | +4,945+36.5% | Added |
| Vestmark Advisory Solutions, Inc. | 18,797 | $1.04M | 0.04% | +209+1.1% | Added |
| Sound Financial Strategies Group, LLC | 19,016 | $1.05M | 0.70% | +19,016 | New |
| CIBC Asset Management Inc | 19,254 | $1.06M | 0.00% | +236+1.2% | Added |
| Czech National Bank | 19,364 | $1.07M | 0.03% | +109+0.6% | Added |
| Meyer Handelman Co | 19,483 | $1.08M | 0.05% | −558−2.8% | Reduced |
| Van Hulzen Asset Management, LLC | 19,931 | $1.10M | 0.10% | +6,484+48.2% | Added |
| Cookson Peirce & Co Inc | 19,960 | $1.10M | 0.07% | +19,960 | New |
| CoreCommodity Management, LLC | 20,341 | $1.12M | 0.32% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 21,326 | $1.18M | 0.08% | +1,870+9.6% | Added |
| Kestra Advisory Services, LLC | 21,437 | $1.18M | 0.01% | +21,437 | New |
| Altshuler Shaham Ltd | 21,497 | $1.19M | 0.03% | 00.0% | Unchanged |
| Ossiam | 21,583 | $1.19M | 0.02% | +7,825+56.9% | Added |
| Gulf International Bank (UK) Ltd | 21,723 | $1.20M | 0.03% | −3,998−15.5% | Reduced |
| D.A. Davidson & Co. | 21,763 | $1.20M | 0.01% | +284+1.3% | Added |
| Van Eck Associates Corp | 21,809 | $1.21M | 0.00% | +722+3.4% | Added |
| Public Employees Retirement Association of Colorado | 21,896 | $1.21M | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 22,311 | $1.23M | 0.02% | +22,311 | New |
| State of Alaska, Department of Revenue | 22,656 | $1.25M | 0.01% | −369−1.6% | Reduced |
| Xponance, Inc. | 23,163 | $1.28M | 0.02% | −66−0.3% | Reduced |
| Outfitter Financial LLC | 23,305 | $1.29M | 1.16% | −225−1.0% | Reduced |
| Graham Capital Management, L.P. | 23,426 | $1.29M | 0.05% | +23,426 | New |
| Mutual of America Capital Management LLC | 23,752 | $1.31M | 0.02% | +39+0.2% | Added |
| Nordea Investment Management AB | 24,223 | $1.32M | 0.00% | −143,757−85.6% | Reduced |
| Natixis Advisors, L.P. | 25,366 | $1.40M | 0.00% | +1,026+4.2% | Added |
| Oregon Public Employees Retirement Fund | 25,410 | $1.40M | 0.02% | −780−3.0% | Reduced |
| New York Life Investment Management LLC | 25,437 | $1.41M | 0.02% | −919−3.5% | Reduced |
| State of Tennessee, Treasury Department | 25,668 | $1.42M | 0.01% | +842+3.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 26,027 | $1.44M | 0.00% | +7,707+42.1% | Added |
| Aurora Investment Counsel | 26,443 | $1.46M | 0.95% | +68+0.3% | Added |
| HSBC Holdings PLC | 27,378 | $1.50M | 0.00% | −22,350−44.9% | Reduced |
| CFS Investment Advisory Services, LLC | 27,255 | $1.51M | 0.27% | −875−3.1% | Reduced |
| Schroder Investment Management Group | 27,764 | $1.53M | 0.00% | −229,468−89.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,886 | $1.54M | 0.01% | +80+0.3% | Added |
| Utah Retirement Systems | 29,673 | $1.64M | 0.02% | +200+0.7% | Added |
| PEAK6 Investments LLC | 29,988 | $1.66M | 0.11% | +20,068+202.3% | Added |
| Franklin Resources Inc | 30,618 | $1.69M | 0.00% | −2,214,776−98.6% | Reduced |
| Mariner, LLC | 31,070 | $1.72M | 0.00% | −1,365−4.2% | Reduced |
| Two Sigma Investments, LP | 31,410 | $1.74M | 0.01% | −725,089−95.8% | Reduced |
| Ethic Inc. | 31,560 | $1.74M | 0.07% | +11,180+54.9% | Added |
| The PNC Financial Services Group, Inc. | 31,736 | $1.75M | 0.00% | +1,077+3.5% | Added |
| M&T Bank Corp | 32,092 | $1.77M | 0.01% | +302+0.9% | Added |
| Waratah Capital Advisors Ltd. | 32,590 | $1.80M | 0.09% | −26,496−44.8% | Reduced |
| CIBC Private Wealth Group, LLC | 136,524 | $1.82M | 0.01% | +4,682+3.6% | Added |
| STRS Ohio | 32,998 | $1.82M | 0.01% | +32,998 | New |
| Easterly Investment Partners LLC | 33,729 | $1.86M | 0.16% | +33,729 | New |
| Eagle Asset Management Inc | 33,751 | $1.86M | 0.01% | +9,240+37.7% | Added |
| Texas Permanent School Fund | 34,157 | $1.89M | 0.02% | +10,930+47.1% | Added |
| Commonwealth Equity Services, LLC | 34,268 | $1.89M | 0.00% | −257−0.7% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 34,535 | $1.91M | 0.21% | +34,535 | New |
| Tortoise Index Solutions, LLC | 34,768 | $1.92M | 0.37% | −16,027−31.6% | Reduced |
| Focus Financial Network, Inc. | 35,344 | $1.95M | 0.12% | +311+0.9% | Added |
| Captrust Financial Advisors | 36,065 | $1.99M | 0.01% | −1,750−4.6% | Reduced |
| Uncommon Cents Investing LLC | 36,312 | $2.01M | 0.73% | −175−0.5% | Reduced |
| Cordatus Wealth Management LLC | 38,591 | $2.13M | 2.72% | +38,591 | New |
| Prospera Financial Services Inc | 38,847 | $2.15M | 0.09% | +38,847 | New |
| Azzad Asset Management Inc | 38,846 | $2.15M | 0.31% | −196−0.5% | Reduced |
| Los Angeles Capital Management LLC | 39,341 | $2.17M | 0.01% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 39,837 | $2.20M | 1.52% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 40,800 | $2.25M | 0.01% | +16,900+70.7% | Added |
| APG Asset Management N.V. | 45,898 | $2.33M | 0.00% | −40,649−47.0% | Reduced |
| MetLife Investment Management | 42,448 | $2.35M | 0.02% | −509−1.2% | Reduced |
| TD Asset Management Inc | 43,741 | $2.42M | 0.00% | +524+1.2% | Added |
| Cipher Capital LP | 44,291 | $2.45M | 0.45% | +5,898+15.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 44,630 | $2.47M | 0.03% | −41,505−48.2% | Reduced |
| American International Group, Inc. | 44,652 | $2.47M | 0.02% | +124+0.3% | Added |
| Soviero Asset Management, LP | 45,000 | $2.49M | 1.26% | +45,000 | New |
| State of Michigan Retirement System | 45,164 | $2.50M | 0.02% | +500+1.1% | Added |
| Nissay Asset Management Corp | 45,289 | $2.50M | 0.02% | −385−0.8% | Reduced |
| McDonald Partners LLC | 45,892 | $2.54M | 0.82% | +620+1.4% | Added |
| Baird Financial Group, Inc. | 47,402 | $2.62M | 0.01% | −263,509−84.8% | Reduced |
| Arizona State Retirement System | 47,824 | $2.64M | 0.02% | +1,273+2.7% | Added |
| Retirement Systems of Alabama | 48,621 | $2.69M | 0.01% | −4,078−7.7% | Reduced |
| Jane Street Group, LLC | 49,048 | $2.71M | 0.00% | −8,552−14.8% | Reduced |
| Amalgamated Bank | 52,714 | $2.91M | 0.02% | −17,545−25.0% | Reduced |
| Ensign Peak Advisors, Inc | 53,200 | $2.94M | 0.01% | −7,237−12.0% | Reduced |
| Oppenheimer & Co Inc | 53,300 | $2.95M | 0.06% | +9,836+22.6% | Added |
| LPL Financial LLC | 54,247 | $3.00M | 0.00% | +2,896+5.6% | Added |
| Compass Wealth Management LLC | 54,475 | $3.01M | 0.96% | +577+1.1% | Added |
| Dakota Wealth Management | 54,590 | $3.02M | 0.20% | −21,683−28.4% | Reduced |
| SEI Investments Co | 58,916 | $3.26M | 0.01% | +6,750+12.9% | Added |
| Korea Investment CORP | 60,154 | $3.32M | 0.01% | −2,493−4.0% | Reduced |
| Occudo Quantitative Strategies LP | 60,418 | $3.34M | 0.30% | +60,418 | New |
| Raymond James & Associates | 60,990 | $3.37M | 0.00% | +9,843+19.2% | Added |
| First Citizens Bank & Trust Co | 61,909 | $3.42M | 0.07% | +61,909 | New |
| Forsta Ap-Fonden | 64,500 | $3.56M | 0.04% | −108,700−62.8% | Reduced |
| Royal London Asset Management Ltd | 65,651 | $3.63M | 0.01% | −1,910−2.8% | Reduced |
| Assenagon Asset Management S.A. | 70,310 | $3.89M | 0.02% | −72,186−50.7% | Reduced |
| Massachusetts Financial Services Co | 70,822 | $3.91M | 0.00% | +443+0.6% | Added |
| Treasurer of the State of North Carolina | 71,928 | $3.98M | 0.02% | −1,840−2.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 72,472 | $4.01M | 0.02% | +200+0.3% | Added |
| Asset Management One Co.,Ltd. | 73,132 | $4.04M | 0.02% | −939−1.3% | Reduced |
| Nisa Investment Advisors, LLC | 73,426 | $4.06M | 0.03% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 74,702 | $4.13M | 0.01% | −137,975−64.9% | Reduced |
| DnB Asset Management AS | 79,637 | $4.40M | 0.03% | −8,914−10.1% | Reduced |
| Gotham Asset Management, LLC | 80,242 | $4.43M | 0.11% | −61,320−43.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 80,700 | $4.46M | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 85,291 | $4.71M | 0.02% | −4,721−5.2% | Reduced |
| State of New Jersey Common Pension Fund D | 87,708 | $4.85M | 0.02% | +7,683+9.6% | Added |