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 |
|---|---|---|---|---|---|
| Jacobs & Co | 11,569 | $749.0K | 0.09% | −413−3.4% | Reduced |
| United Asset Strategies, Inc. | 11,648 | $754.2K | 0.10% | +285+2.5% | Added |
| Securian Asset Management, Inc | 11,762 | $761.6K | 0.02% | −1,630−12.2% | Reduced |
| Crossmark Global Holdings, Inc. | 11,974 | $772.0K | 0.02% | +3,237+37.0% | Added |
| HRT Financial LP | 12,003 | $777.0K | 0.01% | +6,769+129.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,064 | $781.0K | 0.00% | +713+6.3% | Added |
| Diametric Capital, LP | 12,179 | $788.6K | 0.33% | +50+0.4% | Added |
| Jefferies Financial Group Inc. | 12,300 | $796.4K | 0.02% | +12,300 | New |
| Panagora Asset Management Inc | 12,332 | $798.5K | 0.00% | −10.0% | Reduced |
| Integrated Wealth Concepts LLC | 12,338 | $798.9K | 0.01% | +89+0.7% | Added |
| Maryland State Retirement & Pension System | 12,628 | $817.7K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 12,818 | $830.0K | 0.01% | −1,543−10.7% | Reduced |
| Altshuler Shaham Ltd | 12,898 | $835.1K | 0.02% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 13,168 | $852.6K | 0.10% | −155−1.2% | Reduced |
| Agf Management Ltd | 13,500 | $874.1K | 0.01% | +13,500 | New |
| Independent Advisor Alliance | 13,545 | $877.1K | 0.04% | +14+0.1% | Added |
| Miracle Mile Advisors, LLC | 13,650 | $883.8K | 0.03% | +900+7.1% | Added |
| Toroso Investments, LLC | 13,744 | $889.9K | 0.03% | +5,818+73.4% | Added |
| Qsemble Capital Management, LP | 13,800 | $893.5K | 0.17% | +13,800 | New |
| Elo Mutual Pension Insurance Co | 13,805 | $894.0K | 0.03% | +541+4.1% | Added |
| Kentucky Retirement Systems | 13,811 | $894.3K | 0.03% | +549+4.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,932 | $902.1K | 0.01% | +106+0.8% | Added |
| Creative Planning | 13,978 | $905.1K | 0.00% | +125+0.9% | Added |
| Manchester Capital Management LLC | 14,360 | $929.8K | 0.14% | +20.0% | Added |
| Meyer Handelman Co | 14,367 | $930.3K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 14,650 | $948.5K | 0.83% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,822 | $960.0K | 0.01% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 14,947 | $967.8K | 0.01% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 15,011 | $972.0K | 0.10% | −185−1.2% | Reduced |
| TownSquare Capital, LLC | 15,149 | $980.9K | 0.02% | +2,619+20.9% | Added |
| Cetera Investment Advisers | 15,273 | $988.9K | 0.01% | +2,818+22.6% | Added |
| Gulf International Bank (UK) Ltd | 15,428 | $998.0K | 0.03% | −1,291−7.7% | Reduced |
| Sound Financial Strategies Group, LLC | 15,619 | $1.01M | 0.84% | −1,310−7.7% | Reduced |
| Macquarie Group Ltd | 16,105 | $1.04M | 0.00% | +920+6.1% | Added |
| Echo Street Capital Management LLC | 16,202 | $1.05M | 0.01% | +2,825+21.1% | Added |
| Neuberger Berman Group LLC | 16,208 | $1.05M | 0.00% | +812+5.3% | Added |
| Concentric Capital Strategies, LP | 16,603 | $1.08M | 0.12% | +16,603 | New |
| Everence Capital Management Inc | 17,330 | $1.12M | 0.09% | +5,210+43.0% | Added |
| Public Sector Pension Investment Board | 17,653 | $1.14M | 0.01% | +1,926+12.2% | Added |
| Rowland & Co Investment Counsel | 17,685 | $1.15M | 0.28% | −650−3.5% | Reduced |
| Oak Thistle LLC | 17,760 | $1.15M | 0.34% | +9,809+123.4% | Added |
| CI Private Wealth, LLC | 17,878 | $1.16M | 0.00% | +479+2.8% | Added |
| Illinois Municipal Retirement Fund | 18,246 | $1.18M | 0.02% | 00.0% | Unchanged |
| Aurora Investment Counsel | 18,421 | $1.19M | 0.79% | −7,195−28.1% | Reduced |
| CIBC Asset Management Inc | 18,783 | $1.22M | 0.01% | −236−1.2% | Reduced |
| Rafferty Asset Management, LLC | 18,820 | $1.22M | 0.01% | +6,884+57.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 18,881 | $1.22M | 0.00% | −3,562−15.9% | Reduced |
| Cookson Peirce & Co Inc | 19,102 | $1.24M | 0.08% | −18−0.1% | Reduced |
| State of Alaska, Department of Revenue | 19,620 | $1.27M | 0.02% | −825−4.0% | Reduced |
| JustInvest LLC | 20,053 | $1.30M | 0.04% | +639+3.3% | Added |
| Park Avenue Securities LLC | 20,369 | $1.32M | 0.02% | +2,011+11.0% | Added |
| Public Employees Retirement Association of Colorado | 20,573 | $1.33M | 0.01% | −1,323−6.0% | Reduced |
| Sandbar Asset Management LLP | 20,803 | $1.35M | 4.42% | +1,151+5.9% | Added |
| Van Hulzen Asset Management, LLC | 21,169 | $1.37M | 0.11% | +5,778+37.5% | Added |
| D.A. Davidson & Co. | 21,777 | $1.41M | 0.02% | +62+0.3% | Added |
| Xponance, Inc. | 22,911 | $1.48M | 0.02% | +301+1.3% | Added |
| Mutual of America Capital Management LLC | 23,308 | $1.51M | 0.02% | −621−2.6% | Reduced |
| Outfitter Financial LLC | 23,375 | $1.51M | 1.43% | −25−0.1% | Reduced |
| Atria Investments LLC | 24,271 | $1.57M | 0.03% | +2,079+9.4% | Added |
| Achmea Investment Management B.V. | 24,279 | $1.57M | 0.03% | −192−0.8% | Reduced |
| Nordea Investment Management AB | 24,134 | $1.57M | 0.00% | +691+2.9% | Added |
| Cetera Advisor Networks LLC | 25,215 | $1.63M | 0.01% | +1,835+7.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 25,926 | $1.68M | 0.16% | +22,394+634.0% | Added |
| Oregon Public Employees Retirement Fund | 26,125 | $1.69M | 0.02% | −5,884−18.4% | Reduced |
| Tortoise Index Solutions, LLC | 26,243 | $1.70M | 0.35% | −5,669−17.8% | Reduced |
| Exchange Traded Concepts, LLC | 26,831 | $1.74M | 0.05% | −5,559−17.2% | Reduced |
| CFS Investment Advisory Services, LLC | 26,965 | $1.75M | 0.28% | −331−1.2% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 27,070 | $1.75M | 0.78% | +980+3.8% | Added |
| Loudon Investment Management, LLC | 27,105 | $1.76M | 1.21% | −11,207−29.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 28,000 | $1.81M | 0.04% | +28,000 | New |
| Utah Retirement Systems | 28,173 | $1.82M | 0.03% | 00.0% | Unchanged |
| Schroder Investment Management Group | 28,622 | $1.85M | 0.00% | +1,652+6.1% | Added |
| Janus Henderson Group PLC | 28,783 | $1.86M | 0.00% | +11,730+68.8% | Added |
| Czech National Bank | 28,858 | $1.87M | 0.03% | +9,332+47.8% | Added |
| Metis Global Partners, LLC | 30,418 | $1.97M | 0.10% | +1,539+5.3% | Added |
| Daiwa Securities Group Inc. | 30,994 | $2.01M | 0.01% | +17,932+137.3% | Added |
| STRS Ohio | 31,160 | $2.02M | 0.01% | −1,801−5.5% | Reduced |
| Two Sigma Investments, LP | 31,200 | $2.02M | 0.01% | −45,010−59.1% | Reduced |
| Easterly Investment Partners LLC | 31,730 | $2.05M | 0.23% | −1,181−3.6% | Reduced |
| M&T Bank Corp | 32,418 | $2.10M | 0.01% | −53−0.2% | Reduced |
| Ethic Inc. | 32,859 | $2.13M | 0.07% | +705+2.2% | Added |
| Squarepoint Ops LLC | 33,069 | $2.14M | 0.01% | +26,748+423.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,199 | $2.15M | 0.02% | +4,431+15.4% | Added |
| Mariner, LLC | 33,261 | $2.15M | 0.01% | +816+2.5% | Added |
| Texas Permanent School Fund | 34,118 | $2.21M | 0.02% | −334−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 34,622 | $2.24M | 0.00% | +1,479+4.5% | Added |
| Handelsbanken Fonder AB | 34,900 | $2.26M | 0.01% | +1,500+4.5% | Added |
| National Bank of Canada | 35,690 | $2.27M | 0.00% | −3,956−10.0% | Reduced |
| Uncommon Cents Investing LLC | 35,328 | $2.29M | 0.84% | −680−1.9% | Reduced |
| Ossiam | 35,641 | $2.31M | 0.04% | +15,099+73.5% | Added |
| The PNC Financial Services Group, Inc. | 36,632 | $2.37M | 0.00% | +3,973+12.2% | Added |
| Captrust Financial Advisors | 36,808 | $2.38M | 0.01% | +839+2.3% | Added |
| Retirement Systems of Alabama | 37,333 | $2.42M | 0.01% | −156−0.4% | Reduced |
| Azzad Asset Management Inc | 37,687 | $2.44M | 0.35% | −380−1.0% | Reduced |
| Natixis Advisors, L.P. | 40,189 | $2.60M | 0.01% | +11,203+38.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 40,530 | $2.62M | 0.03% | −200−0.5% | Reduced |
| MetLife Investment Management | 40,815 | $2.64M | 0.02% | −1,030−2.5% | Reduced |
| Lido Advisors, LLC | 40,896 | $2.65M | 0.03% | +31,547+337.4% | Added |
| TD Asset Management Inc | 42,261 | $2.74M | 0.00% | −1,200−2.8% | Reduced |
| First Citizens Bank & Trust Co | 42,688 | $2.76M | 0.05% | −19,062−30.9% | Reduced |