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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, Q2 2023

Institutional positions in PENTAIR plc as of Jun 30, 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
554
+24 vs. Q1 2023
Shares held
147.5M
−2.35M (−1.6%) vs. Q1 2023
Total value
$9.51B
+$1.24B (+15.0%) vs. Q1 2023
New holders
66
180 more added
Sold out
42
201 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 554 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 heldQ2 2023: $9.51B
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, Q2 2023

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q1 2023.

Institutions holding PNR in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc19,677,652$1.27B0.03%+1,6110.0%Added
BlackRock Inc.16,446,044$1.06B0.03%+446,327+2.8%Added
Impax Asset Management Group plc10,934,377$705.4M2.84%−1,823,181−14.3%Reduced
State Street Corp9,555,101$617.3M0.03%−1,209,517−11.2%Reduced
Amundi4,775,011$306.6M0.16%−83,192−1.7%Reduced
FMR LLC4,292,608$277.3M0.02%−44,711−1.0%Reduced
Invesco Ltd.4,151,736$268.2M0.07%+164,488+4.1%Added
Millennium Management LLC3,812,571$246.3M0.26%−127,538−3.2%Reduced
Pictet Asset Management SA3,703,035$239.2M0.28%−107,240−2.8%Reduced
Geode Capital Management, LLC3,596,912$231.8M0.03%+74,247+2.1%Added
ProShare Advisors LLC3,230,110$208.7M0.61%−192,812−5.6%Reduced
Dimensional Fund Advisors LP2,880,212$186.1M0.06%+67,012+2.4%Added
Robeco Schweiz AG2,634,670$170.2M2.54%−221,845−7.8%Reduced
Gates Capital Management, Inc.2,262,385$146.2M4.57%−299,226−11.7%Reduced
Balyasny Asset Management LLC2,251,862$145.5M0.41%−354,550−13.6%Reduced
Parnassus Investments1,977,944$127.8M0.30%+589,491+42.5%Added
Clark Capital Management Group, Inc.1,777,106$114.8M1.03%+403,135+29.3%Added
Northern Trust Corp1,626,215$105.1M0.02%−136,243−7.7%Reduced
Morgan Stanley1,622,148$104.8M0.01%−20,397−1.2%Reduced
Allianz Asset Management GmbH1,374,625$88.8M0.19%+429,588+45.5%Added
Charles Schwab Investment Management Inc1,344,743$86.9M0.02%−7,113−0.5%Reduced
UBS Asset Management Americas Inc1,542,492$85.3M0.04%00.0%Unchanged
Legal & General Group Plc1,293,592$83.6M0.03%+240,889+22.9%Added
Bank of New York Mellon Corp1,155,309$74.6M0.02%−28,256−2.4%Reduced
Deutsche Bank AG1,140,173$73.7M0.04%−40,062−3.4%Reduced
First Trust Advisors LP1,060,853$68.5M0.08%−2,933−0.3%Reduced
Woodline Partners LP1,018,848$65.8M0.78%−280,613−21.6%Reduced
Kayne Anderson Rudnick Investment Management LLC1,004,031$64.9M0.18%+62,595+6.6%Added
Credit Suisse AG997,793$64.5M0.06%−20,032−2.0%Reduced
Nomura Asset Management Co Ltd984,838$63.6M0.29%+63,685+6.9%Added
FIL Ltd968,283$62.6M0.07%−334,944−25.7%Reduced
Mirae Asset Global Investments Co., Ltd.848,023$54.8M0.12%+64,809+8.3%Added
JPMorgan Chase & Co807,198$52.1M0.01%+269,853+50.2%Added
KBC Group NV798,264$51.6M0.21%+5,527+0.7%Added
Schonfeld Strategic Advisors LLC748,726$48.4M0.42%+395,108+111.7%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.678,456$43.8M0.14%+14,470+2.2%Added
Nuveen Asset Management, LLC656,400$42.4M0.01%+25,806+4.1%Added
Swiss National Bank595,587$38.5M0.03%−55,500−8.5%Reduced
Goldman Sachs Group Inc519,722$33.6M0.01%+238,686+84.9%Added
Standard Life Aberdeen plc510,798$33.0M0.08%+52,606+11.5%Added
Thrivent Financial for Lutherans494,536$31.9M0.07%−28,980−5.5%Reduced
PGGM Investments487,257$31.5M0.51%−2,422−0.5%Reduced
D. E. Shaw & Co., Inc.481,707$31.1M0.05%−79,857−14.2%Reduced
Sumitomo Mitsui Trust Holdings, Inc.472,100$30.5M0.02%−57,293−10.8%Reduced
Northwest & Ethical Investments L.P.455,679$29.4M0.94%00.0%Unchanged
Bank of America Corp431,983$27.9M0.00%−224,770−34.2%Reduced
Mountain Pacific Investment Advisers Inc422,983$27.3M1.82%−4,025−0.9%Reduced
Victory Capital Management Inc417,381$27.0M0.03%−18,519−4.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)413,690$26.7M0.12%+302,310+271.4%Added
UBS Group AG399,505$25.8M0.01%+110,332+38.2%Added
Sasco Capital Inc393,760$25.4M3.02%−6,160−1.5%Reduced
Zuckerman Investment Group, LLC383,309$24.8M3.54%−3,918−1.0%Reduced
Deroy & Devereaux Private Investment Counsel Inc376,716$24.3M1.69%+3,938+1.1%Added
Rhumbline Advisers362,402$23.4M0.03%+27,307+8.1%Added
Alliancebernstein L.P.357,485$23.1M0.01%+122,085+51.9%Added
Aviva PLC357,185$23.1M0.09%−15,216−4.1%Reduced
Barclays PLC351,595$22.7M0.01%+234,237+199.6%Added
Two Sigma Advisers, LP337,000$21.8M0.06%−121,900−26.6%Reduced
Eventide Asset Management, LLC330,207$21.3M0.36%+58,702+21.6%Added
Fisher Asset Management, LLC320,879$20.7M0.01%+18,371+6.1%Added
California Public Employees Retirement System311,671$20.1M0.02%−8,059−2.5%Reduced
Russell Investments Group, Ltd.305,619$19.7M0.04%−23,294−7.1%Reduced
Twinbeech Capital LP298,928$19.3M0.38%+298,928New
Federated Hermes, Inc.296,844$19.2M0.05%−4,565−1.5%Reduced
Wells Fargo & Company288,960$18.7M0.01%+33,785+13.2%Added
DekaBank Deutsche Girozentrale289,723$18.5M0.04%+29,680+11.4%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.284,643$18.4M0.04%+14,895+5.5%Added
California State Teachers Retirement System268,477$17.3M0.02%−12,155−4.3%Reduced
Ameriprise Financial Inc268,319$17.3M0.01%+23,343+9.5%Added
AQR Capital Management LLC269,524$17.3M0.04%−84,437−23.9%Reduced
Envestnet Asset Management Inc250,676$16.2M0.01%+36,156+16.9%Added
Thematics Asset Management244,737$15.8M0.76%+10,000+4.3%Added
Prospector Partners LLC238,780$15.4M2.15%+1,400+0.6%Added
Storebrand Asset Management AS235,844$15.2M0.07%+10,126+4.5%Added
CBOE Vest Financial, LLC222,845$14.3M1.33%+21,852+10.9%Added
Scopus Asset Management, L.P.220,000$14.2M0.50%+220,000New
Assenagon Asset Management S.A.215,569$13.9M0.05%+145,259+206.6%Added
Citigroup Inc214,147$13.8M0.02%+56,490+35.8%Added
Price T Rowe Associates Inc213,460$13.8M0.00%00.0%Unchanged
AXA S.A.212,091$13.7M0.05%+58,535+38.1%Added
Hudson Bay Capital Management LP205,515$13.3M0.13%+115,515+128.4%Added
Royal Bank of Canada204,553$13.2M0.00%−9,443−4.4%Reduced
Janney Montgomery Scott LLC202,627$13.1M0.05%+3,482+1.7%Added
New York State Common Retirement Fund198,316$12.8M0.02%−57,310−22.4%Reduced
CIBC Private Wealth Group, LLC194,136$12.5M0.03%+57,612+42.2%Added
Principal Financial Group Inc191,846$12.4M0.01%−20,864−9.8%Reduced
US Bancorp187,811$12.1M0.02%−1,431−0.8%Reduced
Calamos Advisors LLC185,056$12.0M0.06%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main179,657$11.6M0.02%+166,799+1,297.2%Added
State Board of Administration of Florida Retirement System175,881$11.4M0.03%−9,274−5.0%Reduced
Wellington Management Group LLP173,766$11.2M0.00%+47,805+38.0%Added
ExodusPoint Capital Management, LP172,001$11.1M0.13%+37,098+27.5%Added
Power Corp of Canada160,678$10.4M1.08%00.0%Unchanged
Yousif Capital Management, LLC156,933$10.1M0.12%−690−0.4%Reduced
Swiss Life Asset Management Ltd156,433$10.1M0.15%+41,867+36.5%Added
Biechele Royce Advisors155,448$10.0M3.50%+23,852+18.1%Added
Pinnbrook Capital Management LP153,951$9.95M5.89%+153,951New
Man Group plc153,827$9.94M0.03%––
Norges Bank153,229$9.90M0.00%−50,463−24.8%Reduced
New York State Teachers Retirement System150,485$9.72M0.02%−2,079−1.4%Reduced