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 |
|---|---|---|---|---|---|
| Power Corp of Canada | 160,678 | $10.4M | 0.66% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 158,347 | $10.3M | 0.02% | −21,310−11.9% | Reduced |
| Biechele Royce Advisors | 154,098 | $9.98M | 3.68% | −1,350−0.9% | Reduced |
| Yousif Capital Management, LLC | 151,678 | $9.82M | 0.12% | −5,255−3.3% | Reduced |
| New York State Teachers Retirement System | 150,623 | $9.75M | 0.02% | +138+0.1% | Added |
| Duff & Phelps Investment Management Co | 149,900 | $9.71M | 0.13% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 146,319 | $9.47M | 0.20% | +71,537+95.7% | Added |
| AQR Capital Management LLC | 143,023 | $9.26M | 0.02% | −126,501−46.9% | Reduced |
| Andra AP-fonden | 138,200 | $8.95M | 0.53% | +14,800+12.0% | Added |
| Hudson Bay Capital Management LP | 137,715 | $8.92M | 0.09% | −67,800−33.0% | Reduced |
| Dakota Wealth Management | 136,952 | $8.87M | 0.39% | −5,787−4.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 135,837 | $8.80M | 0.41% | −185−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 132,898 | $8.61M | 0.11% | −39,103−22.7% | Reduced |
| Bank of Montreal | 127,974 | $8.56M | 0.01% | +29,225+29.6% | Added |
| Two Sigma Advisers, LP | 130,800 | $8.47M | 0.02% | −206,200−61.2% | Reduced |
| Teacher Retirement System of Texas | 130,774 | $8.47M | 0.06% | +117,188+862.6% | Added |
| SG Americas Securities, LLC | 128,642 | $8.33M | 0.11% | +55,394+75.6% | Added |
| Fisher Asset Management, LLC | 124,624 | $8.07M | 0.00% | −196,255−61.2% | Reduced |
| Gateway Investment Advisers LLC | 122,030 | $7.90M | 0.10% | 00.0% | Unchanged |
| Castleark Management LLC | 121,780 | $7.89M | 0.40% | −1,310−1.1% | Reduced |
| Swedbank AB | 121,186 | $7.85M | 0.01% | +22,061+22.3% | Added |
| Perpetual Ltd | 119,419 | $7.73M | 0.08% | +7,196+6.4% | Added |
| Gabelli Funds LLC | 116,000 | $7.51M | 0.06% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 113,697 | $7.36M | 0.03% | −101,872−47.3% | Reduced |
| Manufacturers Life Insurance Company, The | 110,952 | $7.18M | 0.00% | −7,859−6.6% | Reduced |
| Lighthouse Investment Partners, LLC | 110,359 | $7.15M | 0.42% | +110,359 | New |
| State of Tennessee, Treasury Department | 108,305 | $7.01M | 0.03% | +58,385+117.0% | Added |
| Busey Wealth Management | 100,691 | $6.52M | 0.28% | −875−0.9% | Reduced |
| Toronto Dominion Bank | 100,117 | $6.48M | 0.01% | −15,986−13.8% | Reduced |
| StrategIQ Financial Group, LLC | 98,445 | $6.37M | 0.74% | +460.0% | Added |
| Mairs & Power Inc | 97,171 | $6.29M | 0.07% | −13,124−11.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 92,810 | $6.01M | 0.02% | −2,082−2.2% | Reduced |
| Pinnbrook Capital Management LP | 92,264 | $5.97M | 3.93% | −61,687−40.1% | Reduced |
| Norges Bank | 92,198 | $5.97M | 0.00% | −61,031−39.8% | Reduced |
| Walleye Capital LLC | 91,297 | $5.91M | 0.09% | +91,297 | New |
| Wealth Enhancement Advisory Services, LLC | 91,013 | $5.89M | 0.02% | +91,013 | New |
| Pacer Advisors, Inc. | 90,746 | $5.88M | 0.02% | +80,281+767.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 90,554 | $5.86M | 0.01% | −6,624−6.8% | Reduced |
| Brandywine Global Investment Management, LLC | 87,795 | $5.68M | 0.05% | −4,945−5.3% | Reduced |
| State of Wisconsin Investment Board | 87,762 | $5.68M | 0.02% | +1,870+2.2% | Added |
| Robeco Institutional Asset Management B.V. | 86,215 | $5.58M | 0.01% | +6,215+7.8% | Added |
| State of New Jersey Common Pension Fund D | 83,822 | $5.43M | 0.02% | −3,886−4.4% | Reduced |
| Great West Life Assurance Co | 80,670 | $5.23M | 0.01% | −10,274−11.3% | Reduced |
| Ensign Peak Advisors, Inc | 80,540 | $5.21M | 0.01% | +27,340+51.4% | Added |
| Mn Services Vermogensbeheer B.V. | 79,400 | $5.14M | 0.05% | 00.0% | Unchanged |
| Prudential Financial Inc | 77,630 | $5.03M | 0.01% | +7,490+10.7% | Added |
| Trexquant Investment LP | 76,229 | $4.94M | 0.12% | −65,210−46.1% | Reduced |
| Susquehanna International Group, LLP | 74,890 | $4.85M | 0.01% | +24,183+47.7% | Added |
| Umb Bank N A | 74,728 | $4.84M | 0.08% | +74,402+22,822.7% | Added |
| Cresset Asset Management, LLC | 74,623 | $4.83M | 0.03% | −176−0.2% | Reduced |
| ABN AMRO Bank N.V. | 74,368 | $4.82M | 0.09% | −22,431−23.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 73,600 | $4.77M | 0.25% | −16,017−17.9% | Reduced |
| Rockefeller Capital Management L.P. | 73,302 | $4.75M | 0.02% | −11,367−13.4% | Reduced |
| Treasurer of the State of North Carolina | 72,068 | $4.67M | 0.03% | +370+0.5% | Added |
| Asset Management One Co.,Ltd. | 70,585 | $4.57M | 0.02% | −6,410−8.3% | Reduced |
| Royal London Asset Management Ltd | 68,049 | $4.41M | 0.01% | +2,398+3.7% | Added |
| Massachusetts Financial Services Co | 67,933 | $4.40M | 0.00% | −2,739−3.9% | Reduced |
| Jane Street Group, LLC | 66,481 | $4.30M | 0.01% | +23,121+53.3% | Added |
| Korea Investment CORP | 65,869 | $4.27M | 0.01% | −352−0.5% | Reduced |
| Raymond James & Associates | 64,175 | $4.16M | 0.00% | −3,322−4.9% | Reduced |
| LPL Financial LLC | 60,869 | $3.94M | 0.00% | +3,346+5.8% | Added |
| Jump Financial, LLC | 60,117 | $3.89M | 0.14% | +60,117 | New |
| Nisa Investment Advisors, LLC | 60,026 | $3.89M | 0.03% | −14,200−19.1% | Reduced |
| SEI Investments Co | 58,285 | $3.77M | 0.01% | −6,665−10.3% | Reduced |
| DnB Asset Management AS | 56,886 | $3.68M | 0.02% | −1,356−2.3% | Reduced |
| Amalgamated Bank | 56,488 | $3.66M | 0.03% | +5,193+10.1% | Added |
| HSBC Holdings PLC | 56,150 | $3.62M | 0.00% | +7,969+16.5% | Added |
| Waratah Capital Advisors Ltd. | 55,600 | $3.60M | 0.17% | +11,152+25.1% | Added |
| Oppenheimer & Co Inc | 55,120 | $3.57M | 0.07% | −11,806−17.6% | Reduced |
| McDonald Partners LLC | 52,721 | $3.41M | 1.11% | +2,134+4.2% | Added |
| HighTower Advisors, LLC | 50,906 | $3.30M | 0.01% | +1,275+2.6% | Added |
| Baird Financial Group, Inc. | 48,848 | $3.16M | 0.01% | +2,143+4.6% | Added |
| Compass Wealth Management LLC | 48,353 | $3.13M | 0.98% | −5,524−10.3% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 48,119 | $3.12M | 0.32% | +4,654+10.7% | Added |
| Mizuho Markets Americas LLC | 47,273 | $3.06M | 0.11% | +47,273 | New |
| Focus Financial Network, Inc. | 47,264 | $3.06M | 0.17% | +12,230+34.9% | Added |
| Forsta Ap-Fonden | 46,600 | $3.02M | 0.03% | −10,000−17.7% | Reduced |
| State of Michigan Retirement System | 45,164 | $2.92M | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 45,051 | $2.92M | 0.00% | −3,788−7.8% | Reduced |
| Arizona State Retirement System | 45,000 | $2.91M | 0.02% | −140.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 44,979 | $2.91M | 0.01% | +44,979 | New |
| Eagle Asset Management Inc | 44,782 | $2.90M | 0.02% | −5,677−11.3% | Reduced |
| Nissay Asset Management Corp | 44,067 | $2.85M | 0.03% | +550+1.3% | Added |
| American International Group, Inc. | 43,681 | $2.83M | 0.02% | −977−2.2% | Reduced |
| New York Life Investment Management LLC | 43,294 | $2.80M | 0.03% | +9,162+26.8% | Added |
| First Citizens Bank & Trust Co | 42,688 | $2.76M | 0.05% | −19,062−30.9% | Reduced |
| TD Asset Management Inc | 42,261 | $2.74M | 0.00% | −1,200−2.8% | Reduced |
| Lido Advisors, LLC | 40,896 | $2.65M | 0.03% | +31,547+337.4% | Added |
| MetLife Investment Management | 40,815 | $2.64M | 0.02% | −1,030−2.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 40,530 | $2.62M | 0.03% | −200−0.5% | Reduced |
| Natixis Advisors, L.P. | 40,189 | $2.60M | 0.01% | +11,203+38.6% | Added |
| Azzad Asset Management Inc | 37,687 | $2.44M | 0.35% | −380−1.0% | Reduced |
| Retirement Systems of Alabama | 37,333 | $2.42M | 0.01% | −156−0.4% | Reduced |
| Captrust Financial Advisors | 36,808 | $2.38M | 0.01% | +839+2.3% | Added |
| The PNC Financial Services Group, Inc. | 36,632 | $2.37M | 0.00% | +3,973+12.2% | Added |
| Ossiam | 35,641 | $2.31M | 0.04% | +15,099+73.5% | Added |
| Uncommon Cents Investing LLC | 35,328 | $2.29M | 0.84% | −680−1.9% | Reduced |
| National Bank of Canada | 35,690 | $2.27M | 0.00% | −3,956−10.0% | Reduced |
| Handelsbanken Fonder AB | 34,900 | $2.26M | 0.01% | +1,500+4.5% | Added |
| Commonwealth Equity Services, LLC | 34,622 | $2.24M | 0.00% | +1,479+4.5% | Added |