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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Deroy & Devereaux Private Investment Counsel Inc | 376,716 | $24.3M | 1.69% | +3,938+1.1% | Added |
| Zuckerman Investment Group, LLC | 383,309 | $24.8M | 3.54% | −3,918−1.0% | Reduced |
| Sasco Capital Inc | 393,760 | $25.4M | 3.02% | −6,160−1.5% | Reduced |
| UBS Group AG | 399,505 | $25.8M | 0.01% | +110,332+38.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 413,690 | $26.7M | 0.12% | +302,310+271.4% | Added |
| Victory Capital Management Inc | 417,381 | $27.0M | 0.03% | −18,519−4.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 422,983 | $27.3M | 1.82% | −4,025−0.9% | Reduced |
| Bank of America Corp | 431,983 | $27.9M | 0.00% | −224,770−34.2% | Reduced |
| Northwest & Ethical Investments L.P. | 455,679 | $29.4M | 0.94% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 472,100 | $30.5M | 0.02% | −57,293−10.8% | Reduced |
| D. E. Shaw & Co., Inc. | 481,707 | $31.1M | 0.05% | −79,857−14.2% | Reduced |
| PGGM Investments | 487,257 | $31.5M | 0.51% | −2,422−0.5% | Reduced |
| Thrivent Financial for Lutherans | 494,536 | $31.9M | 0.07% | −28,980−5.5% | Reduced |
| Standard Life Aberdeen plc | 510,798 | $33.0M | 0.08% | +52,606+11.5% | Added |
| Goldman Sachs Group Inc | 519,722 | $33.6M | 0.01% | +238,686+84.9% | Added |
| Swiss National Bank | 595,587 | $38.5M | 0.03% | −55,500−8.5% | Reduced |
| Nuveen Asset Management, LLC | 656,400 | $42.4M | 0.01% | +25,806+4.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 678,456 | $43.8M | 0.14% | +14,470+2.2% | Added |
| Schonfeld Strategic Advisors LLC | 748,726 | $48.4M | 0.42% | +395,108+111.7% | Added |
| KBC Group NV | 798,264 | $51.6M | 0.21% | +5,527+0.7% | Added |
| JPMorgan Chase & Co | 807,198 | $52.1M | 0.01% | +269,853+50.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 848,023 | $54.8M | 0.12% | +64,809+8.3% | Added |
| FIL Ltd | 968,283 | $62.6M | 0.07% | −334,944−25.7% | Reduced |
| Nomura Asset Management Co Ltd | 984,838 | $63.6M | 0.29% | +63,685+6.9% | Added |
| Credit Suisse AG | 997,793 | $64.5M | 0.06% | −20,032−2.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,004,031 | $64.9M | 0.18% | +62,595+6.6% | Added |
| Woodline Partners LP | 1,018,848 | $65.8M | 0.78% | −280,613−21.6% | Reduced |
| First Trust Advisors LP | 1,060,853 | $68.5M | 0.08% | −2,933−0.3% | Reduced |
| Deutsche Bank AG | 1,140,173 | $73.7M | 0.04% | −40,062−3.4% | Reduced |
| Bank of New York Mellon Corp | 1,155,309 | $74.6M | 0.02% | −28,256−2.4% | Reduced |
| Legal & General Group Plc | 1,293,592 | $83.6M | 0.03% | +240,889+22.9% | Added |
| UBS Asset Management Americas Inc | 1,542,492 | $85.3M | 0.04% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,344,743 | $86.9M | 0.02% | −7,113−0.5% | Reduced |
| Allianz Asset Management GmbH | 1,374,625 | $88.8M | 0.19% | +429,588+45.5% | Added |
| Morgan Stanley | 1,622,148 | $104.8M | 0.01% | −20,397−1.2% | Reduced |
| Northern Trust Corp | 1,626,215 | $105.1M | 0.02% | −136,243−7.7% | Reduced |
| Clark Capital Management Group, Inc. | 1,777,106 | $114.8M | 1.03% | +403,135+29.3% | Added |
| Parnassus Investments | 1,977,944 | $127.8M | 0.30% | +589,491+42.5% | Added |
| Balyasny Asset Management LLC | 2,251,862 | $145.5M | 0.41% | −354,550−13.6% | Reduced |
| Gates Capital Management, Inc. | 2,262,385 | $146.2M | 4.57% | −299,226−11.7% | Reduced |
| Robeco Schweiz AG | 2,634,670 | $170.2M | 2.54% | −221,845−7.8% | Reduced |
| Dimensional Fund Advisors LP | 2,880,212 | $186.1M | 0.06% | +67,012+2.4% | Added |
| ProShare Advisors LLC | 3,230,110 | $208.7M | 0.61% | −192,812−5.6% | Reduced |
| Geode Capital Management, LLC | 3,596,912 | $231.8M | 0.03% | +74,247+2.1% | Added |
| Pictet Asset Management SA | 3,703,035 | $239.2M | 0.28% | −107,240−2.8% | Reduced |
| Millennium Management LLC | 3,812,571 | $246.3M | 0.26% | −127,538−3.2% | Reduced |
| Invesco Ltd. | 4,151,736 | $268.2M | 0.07% | +164,488+4.1% | Added |
| FMR LLC | 4,292,608 | $277.3M | 0.02% | −44,711−1.0% | Reduced |
| Amundi | 4,775,011 | $306.6M | 0.16% | −83,192−1.7% | Reduced |
| State Street Corp | 9,555,101 | $617.3M | 0.03% | −1,209,517−11.2% | Reduced |
| Impax Asset Management Group plc | 10,934,377 | $705.4M | 2.84% | −1,823,181−14.3% | Reduced |
| BlackRock Inc. | 16,446,044 | $1.06B | 0.03% | +446,327+2.8% | Added |
| Vanguard Group Inc | 19,677,652 | $1.27B | 0.03% | +1,6110.0% | Added |
| Valley National Advisers Inc | 1 | – | – | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,269,492−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −466,436−100.0% | Sold out |
| Arnhold LLC | 0 | $0 | 0.00% | −105,727−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −74,702−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −39,341−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −38,847−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −38,591−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −29,988−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −14,587−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −14,577−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −13,388−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −13,104−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −12,765−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −11,260−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −10,725−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −10,147−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −9,838−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −4,495−100.0% | Sold out |
| CPR Investments Inc. | 0 | $0 | 0.00% | −4,357−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −3,994−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,882−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −887−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Core Alternative Capital | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Robbins Farley LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −4,405−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |