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, Q3 2023
Institutional positions in PENTAIR plc as of Sep 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
- 585
- +36 vs. Q2 2023
- Shares held
- 147.5M
- +3.72M (+2.6%) vs. Q2 2023
- Total value
- $9.55B
- +$284.9M (+3.1%) vs. Q2 2023
- New holders
- 67
- 196 more added
- Sold out
- 31
- 201 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 19,882,068 | $1.29B | 0.03% | +204,416+1.0% | Added |
| BlackRock Inc. | 15,797,581 | $1.02B | 0.03% | −648,463−3.9% | Reduced |
| Impax Asset Management Group plc | 9,765,734 | $631.4M | 2.82% | −1,168,643−10.7% | Reduced |
| State Street Corp | 9,401,954 | $608.8M | 0.03% | −153,147−1.6% | Reduced |
| Amundi | 5,123,642 | $323.4M | 0.16% | +348,631+7.3% | Added |
| FMR LLC | 4,227,435 | $273.7M | 0.02% | −65,173−1.5% | Reduced |
| Invesco Ltd. | 3,840,868 | $248.7M | 0.07% | −310,868−7.5% | Reduced |
| Pictet Asset Management Holding SA | 3,800,821 | $246.1M | 0.30% | +3,800,821 | New |
| Geode Capital Management, LLC | 3,675,056 | $237.5M | 0.03% | +78,144+2.2% | Added |
| Millennium Management LLC | 3,239,062 | $209.7M | 0.22% | −573,509−15.0% | Reduced |
| Balyasny Asset Management LLC | 3,007,754 | $194.8M | 0.54% | +755,892+33.6% | Added |
| Dimensional Fund Advisors LP | 2,950,597 | $191.1M | 0.06% | +70,385+2.4% | Added |
| ProShare Advisors LLC | 2,750,603 | $178.1M | 0.56% | −479,507−14.8% | Reduced |
| Gates Capital Management, Inc. | 2,011,877 | $130.3M | 4.22% | −250,508−11.1% | Reduced |
| Clark Capital Management Group, Inc. | 1,914,530 | $124.0M | 1.24% | +137,424+7.7% | Added |
| Robeco Schweiz AG | 1,805,128 | $116.9M | 1.98% | −829,542−31.5% | Reduced |
| Select Equity Group, L.P. | 1,787,716 | $115.8M | 0.48% | +1,787,716 | New |
| Morgan Stanley | 1,739,686 | $112.6M | 0.01% | +117,538+7.2% | Added |
| UBS Asset Management Americas Inc | 1,727,583 | $111.9M | 0.05% | +185,091+12.0% | Added |
| Northern Trust Corp | 1,724,390 | $111.7M | 0.02% | +98,175+6.0% | Added |
| Allianz Asset Management GmbH | 1,562,612 | $101.2M | 0.21% | +187,987+13.7% | Added |
| Charles Schwab Investment Management Inc | 1,360,911 | $88.1M | 0.03% | +16,168+1.2% | Added |
| Parnassus Investments | 1,320,981 | $85.5M | 0.21% | −656,963−33.2% | Reduced |
| KBC Group NV | 1,259,631 | $81.6M | 0.33% | +461,367+57.8% | Added |
| Legal & General Group Plc | 1,240,072 | $80.3M | 0.03% | −53,520−4.1% | Reduced |
| Bank of New York Mellon Corp | 1,124,940 | $72.8M | 0.02% | −30,369−2.6% | Reduced |
| Deutsche Bank AG | 1,122,607 | $72.7M | 0.05% | −17,566−1.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,083,616 | $70.2M | 0.20% | +79,585+7.9% | Added |
| Woodline Partners LP | 1,011,051 | $65.5M | 0.77% | −7,797−0.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 917,495 | $59.4M | 0.13% | +69,472+8.2% | Added |
| FIL Ltd | 892,120 | $57.8M | 0.07% | −76,163−7.9% | Reduced |
| Nomura Asset Management Co Ltd | 890,346 | $57.6M | 0.27% | −94,492−9.6% | Reduced |
| Credit Suisse AG | 887,745 | $57.5M | 0.06% | −110,048−11.0% | Reduced |
| First Trust Advisors LP | 876,314 | $56.7M | 0.07% | −184,539−17.4% | Reduced |
| Alliancebernstein L.P. | 659,341 | $42.7M | 0.02% | +301,856+84.4% | Added |
| Nuveen Asset Management, LLC | 652,347 | $42.2M | 0.01% | −4,053−0.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 633,197 | $41.0M | 0.13% | −45,259−6.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 625,840 | $40.5M | 0.37% | −122,886−16.4% | Reduced |
| JPMorgan Chase & Co | 613,359 | $39.7M | 0.00% | −193,839−24.0% | Reduced |
| Standard Life Aberdeen plc | 562,581 | $36.4M | 0.09% | +51,783+10.1% | Added |
| Swiss National Bank | 530,587 | $34.4M | 0.03% | −65,000−10.9% | Reduced |
| Polar Asset Management Partners Inc. | 466,500 | $30.2M | 0.73% | +466,500 | New |
| D. E. Shaw & Co., Inc. | 466,425 | $30.2M | 0.05% | −15,282−3.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 460,429 | $29.8M | 0.02% | −11,671−2.5% | Reduced |
| UBS Group AG | 455,767 | $29.5M | 0.01% | +56,262+14.1% | Added |
| Victory Capital Management Inc | 435,566 | $28.2M | 0.03% | +18,185+4.4% | Added |
| Thrivent Financial for Lutherans | 433,871 | $28.1M | 0.07% | −60,665−12.3% | Reduced |
| Bank of America Corp | 426,758 | $27.6M | 0.00% | −5,225−1.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 421,618 | $27.3M | 0.12% | +7,928+1.9% | Added |
| Mountain Pacific Investment Advisers Inc | 418,674 | $27.1M | 1.88% | −4,309−1.0% | Reduced |
| PGGM Investments | 395,420 | $25.6M | 0.44% | −91,837−18.8% | Reduced |
| Northwest & Ethical Investments L.P. | 391,066 | $25.3M | 0.85% | −64,613−14.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 374,357 | $24.2M | 1.77% | −2,359−0.6% | Reduced |
| Zuckerman Investment Group, LLC | 370,961 | $24.0M | 3.44% | −12,348−3.2% | Reduced |
| Scopus Asset Management, L.P. | 355,000 | $23.0M | 0.87% | +135,000+61.4% | Added |
| Rhumbline Advisers | 351,176 | $22.7M | 0.03% | −11,226−3.1% | Reduced |
| Goldman Sachs Group Inc | 349,393 | $22.6M | 0.01% | −170,329−32.8% | Reduced |
| CBOE Vest Financial, LLC | 342,042 | $22.1M | 1.21% | +119,197+53.5% | Added |
| California Public Employees Retirement System | 339,190 | $22.0M | 0.02% | +27,519+8.8% | Added |
| Eventide Asset Management, LLC | 330,250 | $21.4M | 0.39% | +430.0% | Added |
| Lord, Abbett & Co. LLC | 325,000 | $21.0M | 0.08% | +325,000 | New |
| DekaBank Deutsche Girozentrale | 321,451 | $20.9M | 0.05% | +31,728+11.0% | Added |
| Aviva PLC | 317,001 | $20.5M | 0.09% | −40,184−11.3% | Reduced |
| AXA S.A. | 314,511 | $20.4M | 0.07% | +102,420+48.3% | Added |
| Sasco Capital Inc | 312,020 | $20.2M | 2.61% | −81,740−20.8% | Reduced |
| Ameriprise Financial Inc | 308,195 | $20.0M | 0.01% | +39,876+14.9% | Added |
| Federated Hermes, Inc. | 299,471 | $19.4M | 0.05% | +2,627+0.9% | Added |
| Russell Investments Group, Ltd. | 297,450 | $19.3M | 0.04% | −8,169−2.7% | Reduced |
| Barclays PLC | 290,190 | $18.8M | 0.01% | −61,405−17.5% | Reduced |
| Advisor Group Holdings, Inc. | 280,113 | $18.1M | 0.03% | +162,361+137.9% | Added |
| Wells Fargo & Company | 267,686 | $17.3M | 0.01% | −21,274−7.4% | Reduced |
| Storebrand Asset Management AS | 263,421 | $17.1M | 0.08% | +27,577+11.7% | Added |
| California State Teachers Retirement System | 263,055 | $17.0M | 0.03% | −5,422−2.0% | Reduced |
| Vontobel Holding Ltd. | 260,970 | $16.9M | 0.16% | +114,240+77.9% | Added |
| Verition Fund Management LLC | 258,765 | $16.8M | 0.22% | +230,674+821.2% | Added |
| Envestnet Asset Management Inc | 257,646 | $16.7M | 0.01% | +6,970+2.8% | Added |
| Point72 Asset Management, L.P. | 254,489 | $16.5M | 0.06% | +243,287+2,171.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 250,770 | $16.2M | 0.03% | −33,873−11.9% | Reduced |
| Citigroup Inc | 230,126 | $14.9M | 0.02% | +15,979+7.5% | Added |
| Canada Pension Plan Investment Board | 228,000 | $14.8M | 0.02% | +228,000 | New |
| Thematics Asset Management | 220,737 | $14.3M | 0.70% | −24,000−9.8% | Reduced |
| Price T Rowe Associates Inc | 213,921 | $13.9M | 0.00% | +461+0.2% | Added |
| Interval Partners, LP | 200,587 | $13.0M | 0.53% | +53,356+36.2% | Added |
| Janney Montgomery Scott LLC | 198,802 | $12.9M | 0.05% | −3,825−1.9% | Reduced |
| Citadel Advisors LLC | 196,881 | $12.7M | 0.01% | +196,881 | New |
| Man Group plc | – | $12.6M | 0.04% | – | – |
| CIBC Private Wealth Group, LLC | 192,054 | $12.4M | 0.03% | −2,082−1.1% | Reduced |
| Principal Financial Group Inc | 191,667 | $12.4M | 0.01% | −179−0.1% | Reduced |
| Swiss Life Asset Management Ltd | 191,523 | $12.4M | 0.19% | +35,090+22.4% | Added |
| US Bancorp | 188,003 | $12.2M | 0.02% | +192+0.1% | Added |
| Prospector Partners LLC | 186,945 | $12.1M | 1.69% | −51,835−21.7% | Reduced |
| Calamos Advisors LLC | 185,056 | $12.0M | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 179,119 | $11.6M | 0.00% | −25,434−12.4% | Reduced |
| State Board of Administration of Florida Retirement System | 176,131 | $11.4M | 0.03% | +250+0.1% | Added |
| Voya Investment Management LLC | 174,567 | $11.3M | 0.01% | +24,452+16.3% | Added |
| Stifel Financial Corp | 174,204 | $11.3M | 0.02% | +45,440+35.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 173,372 | $11.2M | 0.05% | +46,500+36.7% | Added |
| Wellington Management Group LLP | 173,072 | $11.2M | 0.00% | −694−0.4% | Reduced |
| New York State Common Retirement Fund | 168,572 | $10.9M | 0.02% | −29,744−15.0% | Reduced |
| BNP Paribas Arbitrage, SA | 163,474 | $10.6M | 0.02% | +25,668+18.6% | Added |