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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
Meiji Yasuda Asset Management Co Ltd.128,070$7.08M0.37%+38,275+42.6%Added
Great West Life Assurance Co127,528$7.06M0.02%−7,365−5.5%Reduced
Wellington Management Group LLP125,961$6.96M0.00%+38,990+44.8%Added
Mairs & Power Inc122,327$6.76M0.08%−33,834−21.7%Reduced
Gateway Investment Advisers LLC122,059$6.75M0.08%−1,906−1.5%Reduced
Stifel Financial Corp120,307$6.65M0.01%+21,356+21.6%Added
Intech Investment Management LLC119,784$6.62M0.05%−156,253−56.6%Reduced
Gabelli Funds LLC117,500$6.49M0.05%−200−0.2%Reduced
Barclays PLC117,358$6.49M0.01%−80,171−40.6%Reduced
Manufacturers Life Insurance Company, The116,208$6.42M0.00%−3,820−3.2%Reduced
Swiss Life Asset Management Ltd114,566$6.33M0.10%+82,598+258.4%Added
Vontobel Holding Ltd.112,043$6.19M0.06%+36,911+49.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)111,380$6.16M0.03%−190,030−63.0%Reduced
Prudential Financial Inc123,074$5.92M0.01%−13,107−9.6%Reduced
Arnhold LLC105,727$5.84M0.66%00.0%Unchanged
Toronto Dominion Bank105,017$5.80M0.01%+105,017New
Mitsubishi UFJ Trust & Banking Corp104,493$5.78M0.01%−4,215−3.9%Reduced
Brandywine Global Investment Management, LLC103,164$5.70M0.05%−3,118−2.9%Reduced
Busey Wealth Management102,916$5.69M0.24%−654−0.6%Reduced
Perpetual Ltd101,806$5.63M0.05%+101,806New
StrategIQ Financial Group, LLC100,675$5.56M0.64%−150.0%Reduced
ABN AMRO Bank N.V.100,174$5.56M0.12%+100,174New
Swedbank AB99,125$5.48M0.01%00.0%Unchanged
Man Group plc–$5.47M0.02%–New
Advisor Group Holdings, Inc.97,274$5.38M0.01%+33,043+51.4%Added
Chevy Chase Trust Holdings, Inc.95,594$5.28M0.02%+982+1.0%Added
Bank of Montreal93,048$5.15M0.00%−96,952−51.0%Reduced
Lombard Odier Asset Management (Europe) Ltd91,695$5.07M0.26%−29,970−24.6%Reduced
Hudson Bay Capital Management LP90,000$4.97M0.05%+25,000+38.5%Added
State of Wisconsin Investment Board89,600$4.95M0.01%−78,276−46.6%Reduced
State of New Jersey Common Pension Fund D87,708$4.85M0.02%+7,683+9.6%Added
Rockefeller Capital Management L.P.85,291$4.71M0.02%−4,721−5.2%Reduced
Mn Services Vermogensbeheer B.V.80,700$4.46M0.05%00.0%Unchanged
Gotham Asset Management, LLC80,242$4.43M0.11%−61,320−43.3%Reduced
DnB Asset Management AS79,637$4.40M0.03%−8,914−10.1%Reduced
Adage Capital Partners GP, L.L.C.74,702$4.13M0.01%−137,975−64.9%Reduced
Nisa Investment Advisors, LLC73,426$4.06M0.03%00.0%Unchanged
Asset Management One Co.,Ltd.73,132$4.04M0.02%−939−1.3%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC72,472$4.01M0.02%+200+0.3%Added
Treasurer of the State of North Carolina71,928$3.98M0.02%−1,840−2.5%Reduced
Massachusetts Financial Services Co70,822$3.91M0.00%+443+0.6%Added
Assenagon Asset Management S.A.70,310$3.89M0.02%−72,186−50.7%Reduced
Royal London Asset Management Ltd65,651$3.63M0.01%−1,910−2.8%Reduced
Forsta Ap-Fonden64,500$3.56M0.04%−108,700−62.8%Reduced
First Citizens Bank & Trust Co61,909$3.42M0.07%+61,909New
Raymond James & Associates60,990$3.37M0.00%+9,843+19.2%Added
Occudo Quantitative Strategies LP60,418$3.34M0.30%+60,418New
Korea Investment CORP60,154$3.32M0.01%−2,493−4.0%Reduced
SEI Investments Co58,916$3.26M0.01%+6,750+12.9%Added
Dakota Wealth Management54,590$3.02M0.20%−21,683−28.4%Reduced
Compass Wealth Management LLC54,475$3.01M0.96%+577+1.1%Added
LPL Financial LLC54,247$3.00M0.00%+2,896+5.6%Added
Oppenheimer & Co Inc53,300$2.95M0.06%+9,836+22.6%Added
Ensign Peak Advisors, Inc53,200$2.94M0.01%−7,237−12.0%Reduced
Amalgamated Bank52,714$2.91M0.02%−17,545−25.0%Reduced
Jane Street Group, LLC49,048$2.71M0.00%−8,552−14.8%Reduced
Retirement Systems of Alabama48,621$2.69M0.01%−4,078−7.7%Reduced
Arizona State Retirement System47,824$2.64M0.02%+1,273+2.7%Added
Baird Financial Group, Inc.47,402$2.62M0.01%−263,509−84.8%Reduced
McDonald Partners LLC45,892$2.54M0.82%+620+1.4%Added
Nissay Asset Management Corp45,289$2.50M0.02%−385−0.8%Reduced
State of Michigan Retirement System45,164$2.50M0.02%+500+1.1%Added
Soviero Asset Management, LP45,000$2.49M1.26%+45,000New
American International Group, Inc.44,652$2.47M0.02%+124+0.3%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund44,630$2.47M0.03%−41,505−48.2%Reduced
Cipher Capital LP44,291$2.45M0.45%+5,898+15.4%Added
TD Asset Management Inc43,741$2.42M0.00%+524+1.2%Added
MetLife Investment Management42,448$2.35M0.02%−509−1.2%Reduced
APG Asset Management N.V.45,898$2.33M0.00%−40,649−47.0%Reduced
Handelsbanken Fonder AB40,800$2.25M0.01%+16,900+70.7%Added
Loudon Investment Management, LLC39,837$2.20M1.52%00.0%Unchanged
Los Angeles Capital Management LLC39,341$2.17M0.01%00.0%Unchanged
Azzad Asset Management Inc38,846$2.15M0.31%−196−0.5%Reduced
Prospera Financial Services Inc38,847$2.15M0.09%+38,847New
Cordatus Wealth Management LLC38,591$2.13M2.72%+38,591New
Uncommon Cents Investing LLC36,312$2.01M0.73%−175−0.5%Reduced
Captrust Financial Advisors36,065$1.99M0.01%−1,750−4.6%Reduced
Focus Financial Network, Inc.35,344$1.95M0.12%+311+0.9%Added
Tortoise Index Solutions, LLC34,768$1.92M0.37%−16,027−31.6%Reduced
Mesirow Institutional Investment Management, Inc.34,535$1.91M0.21%+34,535New
Commonwealth Equity Services, LLC34,268$1.89M0.00%−257−0.7%Reduced
Texas Permanent School Fund34,157$1.89M0.02%+10,930+47.1%Added
Eagle Asset Management Inc33,751$1.86M0.01%+9,240+37.7%Added
Easterly Investment Partners LLC33,729$1.86M0.16%+33,729New
STRS Ohio32,998$1.82M0.01%+32,998New
CIBC Private Wealth Group, LLC136,524$1.82M0.01%+4,682+3.6%Added
Waratah Capital Advisors Ltd.32,590$1.80M0.09%−26,496−44.8%Reduced
M&T Bank Corp32,092$1.77M0.01%+302+0.9%Added
The PNC Financial Services Group, Inc.31,736$1.75M0.00%+1,077+3.5%Added
Ethic Inc.31,560$1.74M0.07%+11,180+54.9%Added
Two Sigma Investments, LP31,410$1.74M0.01%−725,089−95.8%Reduced
Mariner, LLC31,070$1.72M0.00%−1,365−4.2%Reduced
Franklin Resources Inc30,618$1.69M0.00%−2,214,776−98.6%Reduced
PEAK6 Investments LLC29,988$1.66M0.11%+20,068+202.3%Added
Utah Retirement Systems29,673$1.64M0.02%+200+0.7%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys27,886$1.54M0.01%+80+0.3%Added
Schroder Investment Management Group27,764$1.53M0.00%−229,468−89.2%Reduced
CFS Investment Advisory Services, LLC27,255$1.51M0.27%−875−3.1%Reduced
HSBC Holdings PLC27,378$1.50M0.00%−22,350−44.9%Reduced
Aurora Investment Counsel26,443$1.46M0.95%+68+0.3%Added