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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 196,881 | $12.7M | 0.01% | +196,881 | New |
| Janney Montgomery Scott LLC | 198,802 | $12.9M | 0.05% | −3,825−1.9% | Reduced |
| Interval Partners, LP | 200,587 | $13.0M | 0.53% | +53,356+36.2% | Added |
| Price T Rowe Associates Inc | 213,921 | $13.9M | 0.00% | +461+0.2% | Added |
| Thematics Asset Management | 220,737 | $14.3M | 0.70% | −24,000−9.8% | Reduced |
| Canada Pension Plan Investment Board | 228,000 | $14.8M | 0.02% | +228,000 | New |
| Citigroup Inc | 230,126 | $14.9M | 0.02% | +15,979+7.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 250,770 | $16.2M | 0.03% | −33,873−11.9% | Reduced |
| Point72 Asset Management, L.P. | 254,489 | $16.5M | 0.06% | +243,287+2,171.8% | Added |
| Envestnet Asset Management Inc | 257,646 | $16.7M | 0.01% | +6,970+2.8% | Added |
| Verition Fund Management LLC | 258,765 | $16.8M | 0.22% | +230,674+821.2% | Added |
| Vontobel Holding Ltd. | 260,970 | $16.9M | 0.16% | +114,240+77.9% | Added |
| California State Teachers Retirement System | 263,055 | $17.0M | 0.03% | −5,422−2.0% | Reduced |
| Storebrand Asset Management AS | 263,421 | $17.1M | 0.08% | +27,577+11.7% | Added |
| Wells Fargo & Company | 267,686 | $17.3M | 0.01% | −21,274−7.4% | Reduced |
| Advisor Group Holdings, Inc. | 280,113 | $18.1M | 0.03% | +162,361+137.9% | Added |
| Barclays PLC | 290,190 | $18.8M | 0.01% | −61,405−17.5% | Reduced |
| Russell Investments Group, Ltd. | 297,450 | $19.3M | 0.04% | −8,169−2.7% | Reduced |
| Federated Hermes, Inc. | 299,471 | $19.4M | 0.05% | +2,627+0.9% | Added |
| Ameriprise Financial Inc | 308,195 | $20.0M | 0.01% | +39,876+14.9% | Added |
| Sasco Capital Inc | 312,020 | $20.2M | 2.61% | −81,740−20.8% | Reduced |
| AXA S.A. | 314,511 | $20.4M | 0.07% | +102,420+48.3% | Added |
| Aviva PLC | 317,001 | $20.5M | 0.09% | −40,184−11.3% | Reduced |
| DekaBank Deutsche Girozentrale | 321,451 | $20.9M | 0.05% | +31,728+11.0% | Added |
| Lord, Abbett & Co. LLC | 325,000 | $21.0M | 0.08% | +325,000 | New |
| Eventide Asset Management, LLC | 330,250 | $21.4M | 0.39% | +430.0% | Added |
| California Public Employees Retirement System | 339,190 | $22.0M | 0.02% | +27,519+8.8% | Added |
| CBOE Vest Financial, LLC | 342,042 | $22.1M | 1.21% | +119,197+53.5% | Added |
| Goldman Sachs Group Inc | 349,393 | $22.6M | 0.01% | −170,329−32.8% | Reduced |
| Rhumbline Advisers | 351,176 | $22.7M | 0.03% | −11,226−3.1% | Reduced |
| Scopus Asset Management, L.P. | 355,000 | $23.0M | 0.87% | +135,000+61.4% | Added |
| Zuckerman Investment Group, LLC | 370,961 | $24.0M | 3.44% | −12,348−3.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 374,357 | $24.2M | 1.77% | −2,359−0.6% | Reduced |
| Northwest & Ethical Investments L.P. | 391,066 | $25.3M | 0.85% | −64,613−14.2% | Reduced |
| PGGM Investments | 395,420 | $25.6M | 0.44% | −91,837−18.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 418,674 | $27.1M | 1.88% | −4,309−1.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 421,618 | $27.3M | 0.12% | +7,928+1.9% | Added |
| Bank of America Corp | 426,758 | $27.6M | 0.00% | −5,225−1.2% | Reduced |
| Thrivent Financial for Lutherans | 433,871 | $28.1M | 0.07% | −60,665−12.3% | Reduced |
| Victory Capital Management Inc | 435,566 | $28.2M | 0.03% | +18,185+4.4% | Added |
| UBS Group AG | 455,767 | $29.5M | 0.01% | +56,262+14.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 460,429 | $29.8M | 0.02% | −11,671−2.5% | Reduced |
| D. E. Shaw & Co., Inc. | 466,425 | $30.2M | 0.05% | −15,282−3.2% | Reduced |
| Polar Asset Management Partners Inc. | 466,500 | $30.2M | 0.73% | +466,500 | New |
| Swiss National Bank | 530,587 | $34.4M | 0.03% | −65,000−10.9% | Reduced |
| Standard Life Aberdeen plc | 562,581 | $36.4M | 0.09% | +51,783+10.1% | Added |
| JPMorgan Chase & Co | 613,359 | $39.7M | 0.00% | −193,839−24.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 625,840 | $40.5M | 0.37% | −122,886−16.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 633,197 | $41.0M | 0.13% | −45,259−6.7% | Reduced |
| Nuveen Asset Management, LLC | 652,347 | $42.2M | 0.01% | −4,053−0.6% | Reduced |
| Alliancebernstein L.P. | 659,341 | $42.7M | 0.02% | +301,856+84.4% | Added |
| First Trust Advisors LP | 876,314 | $56.7M | 0.07% | −184,539−17.4% | Reduced |
| Credit Suisse AG | 887,745 | $57.5M | 0.06% | −110,048−11.0% | Reduced |
| Nomura Asset Management Co Ltd | 890,346 | $57.6M | 0.27% | −94,492−9.6% | Reduced |
| FIL Ltd | 892,120 | $57.8M | 0.07% | −76,163−7.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 917,495 | $59.4M | 0.13% | +69,472+8.2% | Added |
| Woodline Partners LP | 1,011,051 | $65.5M | 0.77% | −7,797−0.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,083,616 | $70.2M | 0.20% | +79,585+7.9% | Added |
| Deutsche Bank AG | 1,122,607 | $72.7M | 0.05% | −17,566−1.5% | Reduced |
| Bank of New York Mellon Corp | 1,124,940 | $72.8M | 0.02% | −30,369−2.6% | Reduced |
| Legal & General Group Plc | 1,240,072 | $80.3M | 0.03% | −53,520−4.1% | Reduced |
| KBC Group NV | 1,259,631 | $81.6M | 0.33% | +461,367+57.8% | Added |
| Parnassus Investments | 1,320,981 | $85.5M | 0.21% | −656,963−33.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,360,911 | $88.1M | 0.03% | +16,168+1.2% | Added |
| Allianz Asset Management GmbH | 1,562,612 | $101.2M | 0.21% | +187,987+13.7% | Added |
| Northern Trust Corp | 1,724,390 | $111.7M | 0.02% | +98,175+6.0% | Added |
| UBS Asset Management Americas Inc | 1,727,583 | $111.9M | 0.05% | +185,091+12.0% | Added |
| Morgan Stanley | 1,739,686 | $112.6M | 0.01% | +117,538+7.2% | Added |
| Select Equity Group, L.P. | 1,787,716 | $115.8M | 0.48% | +1,787,716 | New |
| Robeco Schweiz AG | 1,805,128 | $116.9M | 1.98% | −829,542−31.5% | Reduced |
| Clark Capital Management Group, Inc. | 1,914,530 | $124.0M | 1.24% | +137,424+7.7% | Added |
| Gates Capital Management, Inc. | 2,011,877 | $130.3M | 4.22% | −250,508−11.1% | Reduced |
| ProShare Advisors LLC | 2,750,603 | $178.1M | 0.56% | −479,507−14.8% | Reduced |
| Dimensional Fund Advisors LP | 2,950,597 | $191.1M | 0.06% | +70,385+2.4% | Added |
| Balyasny Asset Management LLC | 3,007,754 | $194.8M | 0.54% | +755,892+33.6% | Added |
| Millennium Management LLC | 3,239,062 | $209.7M | 0.22% | −573,509−15.0% | Reduced |
| Geode Capital Management, LLC | 3,675,056 | $237.5M | 0.03% | +78,144+2.2% | Added |
| Pictet Asset Management Holding SA | 3,800,821 | $246.1M | 0.30% | +3,800,821 | New |
| Invesco Ltd. | 3,840,868 | $248.7M | 0.07% | −310,868−7.5% | Reduced |
| FMR LLC | 4,227,435 | $273.7M | 0.02% | −65,173−1.5% | Reduced |
| Amundi | 5,123,642 | $323.4M | 0.16% | +348,631+7.3% | Added |
| State Street Corp | 9,401,954 | $608.8M | 0.03% | −153,147−1.6% | Reduced |
| Impax Asset Management Group plc | 9,765,734 | $631.4M | 2.82% | −1,168,643−10.7% | Reduced |
| BlackRock Inc. | 15,797,581 | $1.02B | 0.03% | −648,463−3.9% | Reduced |
| Vanguard Group Inc | 19,882,068 | $1.29B | 0.03% | +204,416+1.0% | Added |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −298,928−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −140,328−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −100,058−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −63,447−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −57,792−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −36,716−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −20,280−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −16,684−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −10,378−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,648−100.0% | Sold out |
| Q3 Asset Management | 0 | $0 | 0.00% | −8,458−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,464−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −6,985−100.0% | Sold out |
| Sonen Capital LLC | 0 | $0 | 0.00% | −6,541−100.0% | Sold out |