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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.

Institutional holdersQ1 2023: 531 institutions
Q1 2021: 522 institutionsQ2 2021: 525 institutionsQ3 2021: 559 institutionsQ4 2021: 604 institutionsQ1 2022: 558 institutionsQ2 2022: 515 institutionsQ3 2022: 494 institutionsQ4 2022: 507 institutionsQ1 2023: 531 institutionsQ2 2023: 554 institutionsQ3 2023: 585 institutionsQ4 2023: 613 institutionsQ1 2024: 637 institutionsQ2 2024: 640 institutionsQ3 2024: 674 institutionsQ4 2024: 718 institutionsQ1 2025: 728 institutionsQ2 2025: 742 institutionsQ3 2025: 767 institutionsQ4 2025: 787 institutionsQ1 2026: 742 institutionsQ2 2026: 730 institutions
Value heldQ1 2023: $8.27B
Q1 2021: $9.27BQ2 2021: $10.1BQ3 2021: $10.9BQ4 2021: $10.7BQ1 2022: $8.04BQ2 2022: $6.57BQ3 2022: $6.13BQ4 2022: $6.80BQ1 2023: $8.27BQ2 2023: $9.51BQ3 2023: $9.55BQ4 2023: $11.1BQ1 2024: $13.0BQ2 2024: $11.8BQ3 2024: $14.6BQ4 2024: $15.1BQ1 2025: $13.1BQ2 2025: $15.3BQ3 2025: $16.9BQ4 2025: $16.0BQ1 2026: $13.3BQ2 2026: $11.7B
Institutions holding PNR and their total value by quarter
QuarterHoldersValue
Q2 2026730$11.7B
Q1 2026742$13.3B
Q4 2025787$16.0B
Q3 2025767$16.9B
Q2 2025742$15.3B
Q1 2025728$13.1B
Q4 2024718$15.1B
Q3 2024674$14.6B
Q2 2024640$11.8B
Q1 2024637$13.0B
Q4 2023613$11.1B
Q3 2023585$9.55B
Q2 2023554$9.51B
Q1 2023531$8.27B
Q4 2022507$6.80B
Q3 2022494$6.13B
Q2 2022515$6.57B
Q1 2022558$8.04B
Q4 2021604$10.7B
Q3 2021559$10.9B
Q2 2021525$10.1B
Q1 2021522$9.27B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q4 2022.

Institutions holding PNR in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Allianz Asset Management GmbH945,037$52.2M0.11%+461,676+95.5%Added
Credit Suisse AG1,017,825$56.3M0.06%−58,852−5.5%Reduced
Legal & General Group Plc1,052,703$58.2M0.02%−212,014−16.8%Reduced
First Trust Advisors LP1,063,786$58.8M0.07%−158,609−13.0%Reduced
Deutsche Bank AG1,180,235$65.2M0.04%+74,337+6.7%Added
Bank of New York Mellon Corp1,183,565$65.4M0.01%−13,820−1.2%Reduced
Citadel Advisors LLC1,269,492$70.2M0.08%+351,541+38.3%Added
Woodline Partners LP1,299,461$71.8M1.02%+678,196+109.2%Added
FIL Ltd1,303,227$72.0M0.08%−17,727−1.3%Reduced
Charles Schwab Investment Management Inc1,351,856$74.7M0.02%+8,010+0.6%Added
Clark Capital Management Group, Inc.1,373,971$75.9M0.85%+897,265+188.2%Added
Parnassus Investments1,388,453$76.7M0.19%−908,464−39.6%Reduced
UBS Asset Management Americas Inc1,542,492$85.3M0.04%+71,316+4.8%Added
Morgan Stanley1,642,545$90.8M0.01%−127,548−7.2%Reduced
Northern Trust Corp1,762,458$97.4M0.02%+18,577+1.1%Added
Gates Capital Management, Inc.2,561,611$141.6M4.85%+232,949+10.0%Added
Balyasny Asset Management LLC2,606,412$144.1M0.47%+2,065,697+382.0%Added
Dimensional Fund Advisors LP2,813,200$155.5M0.05%+58,842+2.1%Added
Robeco Schweiz AG2,856,515$157.9M2.55%−77,784−2.7%Reduced
ProShare Advisors LLC3,422,922$189.2M0.58%−608,584−15.1%Reduced
Geode Capital Management, LLC3,522,665$194.3M0.03%+83,740+2.4%Added
Pictet Asset Management SA3,810,275$210.6M0.26%−116,986−3.0%Reduced
Millennium Management LLC3,940,109$217.8M0.25%+1,731,839+78.4%Added
Invesco Ltd.3,987,248$220.4M0.06%−778,513−16.3%Reduced
FMR LLC4,337,319$239.7M0.02%+1,031,307+31.2%Added
Amundi4,858,203$260.2M0.14%−528,360−9.8%Reduced
State Street Corp10,764,618$595.0M0.03%−712,244−6.2%Reduced
Impax Asset Management Group plc12,757,558$704.2M2.94%−1,424,454−10.0%Reduced
BlackRock Inc.15,999,717$884.3M0.03%+1,526,893+10.6%Added
Vanguard Group Inc19,676,041$1.09B0.03%+122,043+0.6%Added
Cerity Partners LLC4,405––−126−2.8%Reduced
Voloridge Investment Management, LLC0$00.00%−443,289−100.0%Sold out
J. Goldman & Co LP0$00.00%−353,210−100.0%Sold out
Twinbeech Capital LP0$00.00%−196,689−100.0%Sold out
RK Capital Management, LLC0$00.00%−193,500−100.0%Sold out
Moore Capital Management, LP0$00.00%−146,602−100.0%Sold out
HRT Financial LP0$00.00%−80,184−100.0%Sold out
CX Institutional0$00.00%−62,019−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−50,300−100.0%Sold out
Aigen Investment Management, LP0$00.00%−47,109−100.0%Sold out
Engineers Gate Manager LP0$00.00%−35,366−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−31,499−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−29,327−100.0%Sold out
Squarepoint Ops LLC0$00.00%−28,980−100.0%Sold out
Caxton Associates LP0$00.00%−26,766−100.0%Sold out
Argent Trust Co0$00.00%−15,718−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−15,639−100.0%Sold out
Pearl River Capital, LLC0$00.00%−14,809−100.0%Sold out
Elo Mutual Pension Insurance Co0$00.00%−12,504−100.0%Sold out
Quadrature Capital Ltd0$00.00%−12,183−100.0%Sold out
New England Research & Management, Inc.0$00.00%−11,625−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−11,115−100.0%Sold out
Quantbot Technologies LP0$00.00%−10,300−100.0%Sold out
Simplex Trading, LLC0$00.00%−9,393−100.0%Sold out
Ergoteles LLC0$00.00%−8,635−100.0%Sold out
MML Investors Services, LLC0$00.00%−8,537−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−8,300−100.0%Sold out
Stevens Capital Management LP0$00.00%−7,482−100.0%Sold out
Bank of Hawaii0$00.00%−7,046−100.0%Sold out
Cullinan Associates Inc0$00.00%−6,874−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−6,612−100.0%Sold out
First Republic Investment Management, Inc.0$00.00%−5,009−100.0%Sold out
Capula Management Ltd0$00.00%−4,840−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−4,837−100.0%Sold out
Marshall Wace, LLP0$00.00%−4,700−100.0%Sold out
Stanley-Laman Group, Ltd.0$00.00%−4,694−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−4,627−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−3,296−100.0%Sold out
Affiance Financial, LLC0$00.00%−2,351−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−2,210−100.0%Sold out
DuPont Capital Management Corp0$00.00%−1,431−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−404−100.0%Sold out
High Net Worth Advisory Group LLC0$00.00%−150−100.0%Sold out
My Personal CFO, LLC0$00.00%−126−100.0%Sold out
Ten Capital Wealth Advisors, LLC0$00.00%−100−100.0%Sold out
Freedom Wealth Alliance, LLC0$00.00%−100−100.0%Sold out
Seldon Capital LP0$00.00%−76−100.0%Sold out
Crewe Advisors LLC0$00.00%−60−100.0%Sold out
Concord Wealth Partners0$00.00%−53−100.0%Sold out
Vigilant Capital Management, LLC0$00.00%−51−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−12−100.0%Sold out
Comerica Securities,inc.0$00.00%−11−100.0%Sold out
Group One Trading, L.P.0$00.00%−6−100.0%Sold out
Leelyn Smith, LLC0$00.00%−12−100.0%Sold out
Addison Advisors LLC0$00.00%−2−100.0%Sold out
Money Concepts Capital Corp0$00.00%−1−100.0%Sold out
Hazlett, Burt & Watson, Inc.0$00.00%−2−100.0%Sold out
PFG Private Wealth Management, LLC0$00.00%−10−100.0%Sold out
Pendal Group Limited––––Not filed
Comerica Bank––––Not filed
Neo Ivy Capital Management––––Not filed
Laurel Wealth Advisors, Inc.––––Not filed
Red Cedar Capital, LLC––––Not filed
CoreCap Advisors, LLC––––Not filed
Heritage Wealth Management, LLC––––Not filed
Trustcore Financial Services, LLC––––Not filed