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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.

Institutional holdersQ3 2023: 585 institutions
Q1 2021: 522 institutionsQ2 2021: 525 institutionsQ3 2021: 559 institutionsQ4 2021: 604 institutionsQ1 2022: 558 institutionsQ2 2022: 515 institutionsQ3 2022: 494 institutionsQ4 2022: 507 institutionsQ1 2023: 531 institutionsQ2 2023: 554 institutionsQ3 2023: 585 institutionsQ4 2023: 613 institutionsQ1 2024: 637 institutionsQ2 2024: 640 institutionsQ3 2024: 674 institutionsQ4 2024: 718 institutionsQ1 2025: 728 institutionsQ2 2025: 742 institutionsQ3 2025: 767 institutionsQ4 2025: 787 institutionsQ1 2026: 742 institutionsQ2 2026: 730 institutions
Value heldQ3 2023: $9.55B
Q1 2021: $9.27BQ2 2021: $10.1BQ3 2021: $10.9BQ4 2021: $10.7BQ1 2022: $8.04BQ2 2022: $6.57BQ3 2022: $6.13BQ4 2022: $6.80BQ1 2023: $8.27BQ2 2023: $9.51BQ3 2023: $9.55BQ4 2023: $11.1BQ1 2024: $13.0BQ2 2024: $11.8BQ3 2024: $14.6BQ4 2024: $15.1BQ1 2025: $13.1BQ2 2025: $15.3BQ3 2025: $16.9BQ4 2025: $16.0BQ1 2026: $13.3BQ2 2026: $11.7B
Institutions holding PNR and their total value by quarter
QuarterHoldersValue
Q2 2026730$11.7B
Q1 2026742$13.3B
Q4 2025787$16.0B
Q3 2025767$16.9B
Q2 2025742$15.3B
Q1 2025728$13.1B
Q4 2024718$15.1B
Q3 2024674$14.6B
Q2 2024640$11.8B
Q1 2024637$13.0B
Q4 2023613$11.1B
Q3 2023585$9.55B
Q2 2023554$9.51B
Q1 2023531$8.27B
Q4 2022507$6.80B
Q3 2022494$6.13B
Q2 2022515$6.57B
Q1 2022558$8.04B
Q4 2021604$10.7B
Q3 2021559$10.9B
Q2 2021525$10.1B
Q1 2021522$9.27B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q2 2023.

Institutions holding PNR in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Texas Permanent School Fund34,118$2.21M0.02%−334−1.0%Reduced
Mariner, LLC33,261$2.15M0.01%+816+2.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys33,199$2.15M0.02%+4,431+15.4%Added
Squarepoint Ops LLC33,069$2.14M0.01%+26,748+423.2%Added
Ethic Inc.32,859$2.13M0.07%+705+2.2%Added
M&T Bank Corp32,418$2.10M0.01%−53−0.2%Reduced
Easterly Investment Partners LLC31,730$2.05M0.23%−1,181−3.6%Reduced
Two Sigma Investments, LP31,200$2.02M0.01%−45,010−59.1%Reduced
STRS Ohio31,160$2.02M0.01%−1,801−5.5%Reduced
Daiwa Securities Group Inc.30,994$2.01M0.01%+17,932+137.3%Added
Metis Global Partners, LLC30,418$1.97M0.10%+1,539+5.3%Added
Czech National Bank28,858$1.87M0.03%+9,332+47.8%Added
Janus Henderson Group PLC28,783$1.86M0.00%+11,730+68.8%Added
Schroder Investment Management Group28,622$1.85M0.00%+1,652+6.1%Added
Utah Retirement Systems28,173$1.82M0.03%00.0%Unchanged
Dai-Ichi Life Insurance Company, Ltd28,000$1.81M0.04%+28,000New
Loudon Investment Management, LLC27,105$1.76M1.21%−11,207−29.3%Reduced
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group27,070$1.75M0.78%+980+3.8%Added
CFS Investment Advisory Services, LLC26,965$1.75M0.28%−331−1.2%Reduced
Exchange Traded Concepts, LLC26,831$1.74M0.05%−5,559−17.2%Reduced
Tortoise Index Solutions, LLC26,243$1.70M0.35%−5,669−17.8%Reduced
Oregon Public Employees Retirement Fund26,125$1.69M0.02%−5,884−18.4%Reduced
Y-Intercept (Hong Kong) Ltd25,926$1.68M0.16%+22,394+634.0%Added
Cetera Advisor Networks LLC25,215$1.63M0.01%+1,835+7.8%Added
Nordea Investment Management AB24,134$1.57M0.00%+691+2.9%Added
Achmea Investment Management B.V.24,279$1.57M0.03%−192−0.8%Reduced
Atria Investments LLC24,271$1.57M0.03%+2,079+9.4%Added
Outfitter Financial LLC23,375$1.51M1.43%−25−0.1%Reduced
Mutual of America Capital Management LLC23,308$1.51M0.02%−621−2.6%Reduced
Xponance, Inc.22,911$1.48M0.02%+301+1.3%Added
D.A. Davidson & Co.21,777$1.41M0.02%+62+0.3%Added
Van Hulzen Asset Management, LLC21,169$1.37M0.11%+5,778+37.5%Added
Sandbar Asset Management LLP20,803$1.35M4.42%+1,151+5.9%Added
Public Employees Retirement Association of Colorado20,573$1.33M0.01%−1,323−6.0%Reduced
Park Avenue Securities LLC20,369$1.32M0.02%+2,011+11.0%Added
JustInvest LLC20,053$1.30M0.04%+639+3.3%Added
State of Alaska, Department of Revenue19,620$1.27M0.02%−825−4.0%Reduced
Cookson Peirce & Co Inc19,102$1.24M0.08%−18−0.1%Reduced
Raymond James Financial Services Advisors, Inc.18,881$1.22M0.00%−3,562−15.9%Reduced
Rafferty Asset Management, LLC18,820$1.22M0.01%+6,884+57.7%Added
CIBC Asset Management Inc18,783$1.22M0.01%−236−1.2%Reduced
Aurora Investment Counsel18,421$1.19M0.79%−7,195−28.1%Reduced
Illinois Municipal Retirement Fund18,246$1.18M0.02%00.0%Unchanged
CI Private Wealth, LLC17,878$1.16M0.00%+479+2.8%Added
Oak Thistle LLC17,760$1.15M0.34%+9,809+123.4%Added
Rowland & Co Investment Counsel17,685$1.15M0.28%−650−3.5%Reduced
Public Sector Pension Investment Board17,653$1.14M0.01%+1,926+12.2%Added
Everence Capital Management Inc17,330$1.12M0.09%+5,210+43.0%Added
Concentric Capital Strategies, LP16,603$1.08M0.12%+16,603New
Neuberger Berman Group LLC16,208$1.05M0.00%+812+5.3%Added
Echo Street Capital Management LLC16,202$1.05M0.01%+2,825+21.1%Added
Macquarie Group Ltd16,105$1.04M0.00%+920+6.1%Added
Sound Financial Strategies Group, LLC15,619$1.01M0.84%−1,310−7.7%Reduced
Gulf International Bank (UK) Ltd15,428$998.0K0.03%−1,291−7.7%Reduced
Cetera Investment Advisers15,273$988.9K0.01%+2,818+22.6%Added
TownSquare Capital, LLC15,149$980.9K0.02%+2,619+20.9%Added
Greenwich Wealth Management LLC15,011$972.0K0.10%−185−1.2%Reduced
British Columbia Investment Management Corp14,947$967.8K0.01%00.0%Unchanged
Teachers Retirement System of the State of Kentucky14,822$960.0K0.01%00.0%Unchanged
Piscataqua Savings Bank14,650$948.5K0.83%00.0%Unchanged
Meyer Handelman Co14,367$930.3K0.04%00.0%Unchanged
Manchester Capital Management LLC14,360$929.8K0.14%+20.0%Added
Creative Planning13,978$905.1K0.00%+125+0.9%Added
Sumitomo Mitsui DS Asset Management Company, Ltd13,932$902.1K0.01%+106+0.8%Added
Kentucky Retirement Systems13,811$894.3K0.03%+549+4.1%Added
Elo Mutual Pension Insurance Co13,805$894.0K0.03%+541+4.1%Added
Qsemble Capital Management, LP13,800$893.5K0.17%+13,800New
Toroso Investments, LLC13,744$889.9K0.03%+5,818+73.4%Added
Miracle Mile Advisors, LLC13,650$883.8K0.03%+900+7.1%Added
Independent Advisor Alliance13,545$877.1K0.04%+14+0.1%Added
Agf Management Ltd13,500$874.1K0.01%+13,500New
Palisade Asset Management, LLC13,168$852.6K0.10%−155−1.2%Reduced
Altshuler Shaham Ltd12,898$835.1K0.02%00.0%Unchanged
Federation des caisses Desjardins du Quebec12,818$830.0K0.01%−1,543−10.7%Reduced
Maryland State Retirement & Pension System12,628$817.7K0.02%00.0%Unchanged
Integrated Wealth Concepts LLC12,338$798.9K0.01%+89+0.7%Added
Panagora Asset Management Inc12,332$798.5K0.00%−10.0%Reduced
Jefferies Financial Group Inc.12,300$796.4K0.02%+12,300New
Diametric Capital, LP12,179$788.6K0.33%+50+0.4%Added
Cambridge Investment Research Advisors, Inc.12,064$781.0K0.00%+713+6.3%Added
HRT Financial LP12,003$777.0K0.01%+6,769+129.3%Added
Crossmark Global Holdings, Inc.11,974$772.0K0.02%+3,237+37.0%Added
Securian Asset Management, Inc11,762$761.6K0.02%−1,630−12.2%Reduced
United Asset Strategies, Inc.11,648$754.2K0.10%+285+2.5%Added
Jacobs & Co11,569$749.0K0.09%−413−3.4%Reduced
Tortoise Capital Advisors, L.L.C.11,507$745.1K0.01%00.0%Unchanged
Edentree Asset Management Ltd11,494$744.6K0.29%00.0%Unchanged
American National Bank11,423$739.6K0.13%+150+1.3%Added
CWM Advisors, LLC11,302$731.8K0.09%+11,302New
Hartford Investment Management Co11,279$730.3K0.03%−268−2.3%Reduced
Teza Capital Management LLC11,266$729.5K0.12%+11,266New
Csenge Advisory Group11,033$714.4K0.05%+552+5.3%Added
Quantinno Capital Management LP10,959$710.0K0.03%−57−0.5%Reduced
Oak Family Advisors, LLC10,844$702.1K0.33%00.0%Unchanged
Moors & Cabot, Inc.10,833$701.4K0.05%+100+0.9%Added
Wetherby Asset Management Inc10,821$700.7K0.04%−30−0.3%Reduced
Pinnacle Associates Ltd10,397$673.2K0.01%−111−1.1%Reduced
Louisiana State Employees Retirement System10,200$660.5K0.02%00.0%Unchanged
Graham Capital Management, L.P.10,157$657.7K0.02%−4,311−29.8%Reduced
Centiva Capital, LP10,060$651.4K0.03%+10,060New