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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 43,294 | $2.80M | 0.03% | +9,162+26.8% | Added |
| American International Group, Inc. | 43,681 | $2.83M | 0.02% | −977−2.2% | Reduced |
| Nissay Asset Management Corp | 44,067 | $2.85M | 0.03% | +550+1.3% | Added |
| Eagle Asset Management Inc | 44,782 | $2.90M | 0.02% | −5,677−11.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 44,979 | $2.91M | 0.01% | +44,979 | New |
| Arizona State Retirement System | 45,000 | $2.91M | 0.02% | −140.0% | Reduced |
| Franklin Resources Inc | 45,051 | $2.92M | 0.00% | −3,788−7.8% | Reduced |
| State of Michigan Retirement System | 45,164 | $2.92M | 0.02% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 46,600 | $3.02M | 0.03% | −10,000−17.7% | Reduced |
| Focus Financial Network, Inc. | 47,264 | $3.06M | 0.17% | +12,230+34.9% | Added |
| Mizuho Markets Americas LLC | 47,273 | $3.06M | 0.11% | +47,273 | New |
| Mesirow Institutional Investment Management, Inc. | 48,119 | $3.12M | 0.32% | +4,654+10.7% | Added |
| Compass Wealth Management LLC | 48,353 | $3.13M | 0.98% | −5,524−10.3% | Reduced |
| Baird Financial Group, Inc. | 48,848 | $3.16M | 0.01% | +2,143+4.6% | Added |
| HighTower Advisors, LLC | 50,906 | $3.30M | 0.01% | +1,275+2.6% | Added |
| McDonald Partners LLC | 52,721 | $3.41M | 1.11% | +2,134+4.2% | Added |
| Oppenheimer & Co Inc | 55,120 | $3.57M | 0.07% | −11,806−17.6% | Reduced |
| Waratah Capital Advisors Ltd. | 55,600 | $3.60M | 0.17% | +11,152+25.1% | Added |
| HSBC Holdings PLC | 56,150 | $3.62M | 0.00% | +7,969+16.5% | Added |
| Amalgamated Bank | 56,488 | $3.66M | 0.03% | +5,193+10.1% | Added |
| DnB Asset Management AS | 56,886 | $3.68M | 0.02% | −1,356−2.3% | Reduced |
| SEI Investments Co | 58,285 | $3.77M | 0.01% | −6,665−10.3% | Reduced |
| Nisa Investment Advisors, LLC | 60,026 | $3.89M | 0.03% | −14,200−19.1% | Reduced |
| Jump Financial, LLC | 60,117 | $3.89M | 0.14% | +60,117 | New |
| LPL Financial LLC | 60,869 | $3.94M | 0.00% | +3,346+5.8% | Added |
| Raymond James & Associates | 64,175 | $4.16M | 0.00% | −3,322−4.9% | Reduced |
| Korea Investment CORP | 65,869 | $4.27M | 0.01% | −352−0.5% | Reduced |
| Jane Street Group, LLC | 66,481 | $4.30M | 0.01% | +23,121+53.3% | Added |
| Massachusetts Financial Services Co | 67,933 | $4.40M | 0.00% | −2,739−3.9% | Reduced |
| Royal London Asset Management Ltd | 68,049 | $4.41M | 0.01% | +2,398+3.7% | Added |
| Asset Management One Co.,Ltd. | 70,585 | $4.57M | 0.02% | −6,410−8.3% | Reduced |
| Treasurer of the State of North Carolina | 72,068 | $4.67M | 0.03% | +370+0.5% | Added |
| Rockefeller Capital Management L.P. | 73,302 | $4.75M | 0.02% | −11,367−13.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 73,600 | $4.77M | 0.25% | −16,017−17.9% | Reduced |
| ABN AMRO Bank N.V. | 74,368 | $4.82M | 0.09% | −22,431−23.2% | Reduced |
| Cresset Asset Management, LLC | 74,623 | $4.83M | 0.03% | −176−0.2% | Reduced |
| Umb Bank N A | 74,728 | $4.84M | 0.08% | +74,402+22,822.7% | Added |
| Susquehanna International Group, LLP | 74,890 | $4.85M | 0.01% | +24,183+47.7% | Added |
| Trexquant Investment LP | 76,229 | $4.94M | 0.12% | −65,210−46.1% | Reduced |
| Prudential Financial Inc | 77,630 | $5.03M | 0.01% | +7,490+10.7% | Added |
| Mn Services Vermogensbeheer B.V. | 79,400 | $5.14M | 0.05% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 80,540 | $5.21M | 0.01% | +27,340+51.4% | Added |
| Great West Life Assurance Co | 80,670 | $5.23M | 0.01% | −10,274−11.3% | Reduced |
| State of New Jersey Common Pension Fund D | 83,822 | $5.43M | 0.02% | −3,886−4.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 86,215 | $5.58M | 0.01% | +6,215+7.8% | Added |
| State of Wisconsin Investment Board | 87,762 | $5.68M | 0.02% | +1,870+2.2% | Added |
| Brandywine Global Investment Management, LLC | 87,795 | $5.68M | 0.05% | −4,945−5.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 90,554 | $5.86M | 0.01% | −6,624−6.8% | Reduced |
| Pacer Advisors, Inc. | 90,746 | $5.88M | 0.02% | +80,281+767.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 91,013 | $5.89M | 0.02% | +91,013 | New |
| Walleye Capital LLC | 91,297 | $5.91M | 0.09% | +91,297 | New |
| Norges Bank | 92,198 | $5.97M | 0.00% | −61,031−39.8% | Reduced |
| Pinnbrook Capital Management LP | 92,264 | $5.97M | 3.93% | −61,687−40.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 92,810 | $6.01M | 0.02% | −2,082−2.2% | Reduced |
| Mairs & Power Inc | 97,171 | $6.29M | 0.07% | −13,124−11.9% | Reduced |
| StrategIQ Financial Group, LLC | 98,445 | $6.37M | 0.74% | +460.0% | Added |
| Toronto Dominion Bank | 100,117 | $6.48M | 0.01% | −15,986−13.8% | Reduced |
| Busey Wealth Management | 100,691 | $6.52M | 0.28% | −875−0.9% | Reduced |
| State of Tennessee, Treasury Department | 108,305 | $7.01M | 0.03% | +58,385+117.0% | Added |
| Lighthouse Investment Partners, LLC | 110,359 | $7.15M | 0.42% | +110,359 | New |
| Manufacturers Life Insurance Company, The | 110,952 | $7.18M | 0.00% | −7,859−6.6% | Reduced |
| Assenagon Asset Management S.A. | 113,697 | $7.36M | 0.03% | −101,872−47.3% | Reduced |
| Gabelli Funds LLC | 116,000 | $7.51M | 0.06% | 00.0% | Unchanged |
| Perpetual Ltd | 119,419 | $7.73M | 0.08% | +7,196+6.4% | Added |
| Swedbank AB | 121,186 | $7.85M | 0.01% | +22,061+22.3% | Added |
| Castleark Management LLC | 121,780 | $7.89M | 0.40% | −1,310−1.1% | Reduced |
| Gateway Investment Advisers LLC | 122,030 | $7.90M | 0.10% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 124,624 | $8.07M | 0.00% | −196,255−61.2% | Reduced |
| SG Americas Securities, LLC | 128,642 | $8.33M | 0.11% | +55,394+75.6% | Added |
| Teacher Retirement System of Texas | 130,774 | $8.47M | 0.06% | +117,188+862.6% | Added |
| Two Sigma Advisers, LP | 130,800 | $8.47M | 0.02% | −206,200−61.2% | Reduced |
| Bank of Montreal | 127,974 | $8.56M | 0.01% | +29,225+29.6% | Added |
| ExodusPoint Capital Management, LP | 132,898 | $8.61M | 0.11% | −39,103−22.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 135,837 | $8.80M | 0.41% | −185−0.1% | Reduced |
| Dakota Wealth Management | 136,952 | $8.87M | 0.39% | −5,787−4.1% | Reduced |
| Hudson Bay Capital Management LP | 137,715 | $8.92M | 0.09% | −67,800−33.0% | Reduced |
| Andra AP-fonden | 138,200 | $8.95M | 0.53% | +14,800+12.0% | Added |
| AQR Capital Management LLC | 143,023 | $9.26M | 0.02% | −126,501−46.9% | Reduced |
| Gotham Asset Management, LLC | 146,319 | $9.47M | 0.20% | +71,537+95.7% | Added |
| Duff & Phelps Investment Management Co | 149,900 | $9.71M | 0.13% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 150,623 | $9.75M | 0.02% | +138+0.1% | Added |
| Yousif Capital Management, LLC | 151,678 | $9.82M | 0.12% | −5,255−3.3% | Reduced |
| Biechele Royce Advisors | 154,098 | $9.98M | 3.68% | −1,350−0.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 158,347 | $10.3M | 0.02% | −21,310−11.9% | Reduced |
| Power Corp of Canada | 160,678 | $10.4M | 0.66% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 163,474 | $10.6M | 0.02% | +25,668+18.6% | Added |
| New York State Common Retirement Fund | 168,572 | $10.9M | 0.02% | −29,744−15.0% | Reduced |
| Wellington Management Group LLP | 173,072 | $11.2M | 0.00% | −694−0.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 173,372 | $11.2M | 0.05% | +46,500+36.7% | Added |
| Stifel Financial Corp | 174,204 | $11.3M | 0.02% | +45,440+35.3% | Added |
| Voya Investment Management LLC | 174,567 | $11.3M | 0.01% | +24,452+16.3% | Added |
| State Board of Administration of Florida Retirement System | 176,131 | $11.4M | 0.03% | +250+0.1% | Added |
| Royal Bank of Canada | 179,119 | $11.6M | 0.00% | −25,434−12.4% | Reduced |
| Calamos Advisors LLC | 185,056 | $12.0M | 0.07% | 00.0% | Unchanged |
| Prospector Partners LLC | 186,945 | $12.1M | 1.69% | −51,835−21.7% | Reduced |
| US Bancorp | 188,003 | $12.2M | 0.02% | +192+0.1% | Added |
| Swiss Life Asset Management Ltd | 191,523 | $12.4M | 0.19% | +35,090+22.4% | Added |
| Principal Financial Group Inc | 191,667 | $12.4M | 0.01% | −179−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 192,054 | $12.4M | 0.03% | −2,082−1.1% | Reduced |
| Man Group plc | – | $12.6M | 0.04% | – | – |