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, Q4 2023
Institutional positions in PENTAIR plc as of Dec 31, 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
- 613
- +35 vs. Q3 2023
- Shares held
- 153.4M
- +5.90M (+4.0%) vs. Q3 2023
- Total value
- $11.1B
- +$1.58B (+16.6%) vs. Q3 2023
- New holders
- 86
- 214 more added
- Sold out
- 51
- 206 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 19,916,751 | $1.45B | 0.03% | +34,683+0.2% | Added |
| BlackRock Inc. | 16,648,726 | $1.21B | 0.03% | +851,145+5.4% | Added |
| Impax Asset Management Group plc | 9,897,479 | $718.4M | 2.88% | +131,745+1.3% | Added |
| State Street Corp | 9,196,811 | $668.7M | 0.03% | −205,143−2.2% | Reduced |
| Amundi | 5,152,960 | $363.2M | 0.16% | +29,318+0.6% | Added |
| Pictet Asset Management Holding SA | 4,832,111 | $351.3M | 0.39% | +1,031,290+27.1% | Added |
| FMR LLC | 4,477,590 | $325.6M | 0.03% | +250,155+5.9% | Added |
| Invesco Ltd. | 4,304,365 | $313.0M | 0.07% | +463,497+12.1% | Added |
| Geode Capital Management, LLC | 3,759,966 | $272.7M | 0.03% | +84,910+2.3% | Added |
| Morgan Stanley | 3,730,753 | $271.3M | 0.02% | +1,991,067+114.4% | Added |
| Millennium Management LLC | 3,026,215 | $220.0M | 0.21% | −212,847−6.6% | Reduced |
| Dimensional Fund Advisors LP | 2,896,777 | $210.6M | 0.06% | −53,820−1.8% | Reduced |
| ProShare Advisors LLC | 2,683,465 | $195.1M | 0.60% | −67,138−2.4% | Reduced |
| Kodai Capital Management LP | 2,383,160 | $173.3M | 3.53% | +2,383,160 | New |
| UBS Asset Management Americas Inc | 2,106,979 | $153.2M | 0.06% | +379,396+22.0% | Added |
| Select Equity Group, L.P. | 1,894,076 | $137.7M | 0.51% | +106,360+5.9% | Added |
| Balyasny Asset Management LLC | 1,657,550 | $120.5M | 0.33% | −1,350,204−44.9% | Reduced |
| Northern Trust Corp | 1,642,377 | $119.4M | 0.02% | −82,013−4.8% | Reduced |
| Gates Capital Management, Inc. | 1,541,553 | $112.1M | 3.71% | −470,324−23.4% | Reduced |
| Clark Capital Management Group, Inc. | 1,505,074 | $109.4M | 0.90% | −409,456−21.4% | Reduced |
| Allianz Asset Management GmbH | 1,499,016 | $109.0M | 0.20% | −63,596−4.1% | Reduced |
| Robeco Schweiz AG | 1,413,598 | $102.8M | 1.73% | −391,530−21.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,377,786 | $100.2M | 0.03% | +16,875+1.2% | Added |
| Parnassus Investments | 1,320,981 | $96.0M | 0.21% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,292,690 | $94.0M | 0.03% | +52,618+4.2% | Added |
| KBC Group NV | 1,191,049 | $86.6M | 0.31% | −68,582−5.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,182,749 | $86.0M | 0.22% | +99,133+9.1% | Added |
| Deutsche Bank AG | 1,162,973 | $84.6M | 0.04% | +40,366+3.6% | Added |
| Bank of New York Mellon Corp | 1,109,072 | $80.6M | 0.02% | −15,868−1.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 909,015 | $66.1M | 0.13% | −8,480−0.9% | Reduced |
| First Trust Advisors LP | 858,612 | $62.4M | 0.07% | −17,702−2.0% | Reduced |
| Goldman Sachs Group Inc | 834,203 | $60.7M | 0.01% | +484,810+138.8% | Added |
| Credit Suisse AG | 832,335 | $60.5M | 0.06% | −55,410−6.2% | Reduced |
| Nomura Asset Management Co Ltd | 795,453 | $57.8M | 0.24% | −94,893−10.7% | Reduced |
| Woodline Partners LP | 786,265 | $57.2M | 0.62% | −224,786−22.2% | Reduced |
| Bank of Montreal | 762,662 | $55.7M | 0.03% | +634,688+496.0% | Added |
| JPMorgan Chase & Co | 747,491 | $54.4M | 0.01% | +134,132+21.9% | Added |
| Nuveen Asset Management, LLC | 726,194 | $52.8M | 0.02% | +73,847+11.3% | Added |
| Standard Life Aberdeen plc | 642,390 | $46.7M | 0.10% | +79,809+14.2% | Added |
| Barclays PLC | 604,740 | $44.0M | 0.02% | +314,550+108.4% | Added |
| Schonfeld Strategic Advisors LLC | 583,861 | $42.5M | 0.35% | −41,979−6.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 530,854 | $38.6M | 0.11% | −102,343−16.2% | Reduced |
| Swiss National Bank | 516,387 | $37.5M | 0.03% | −14,200−2.7% | Reduced |
| Southpoint Capital Advisors LP | 500,000 | $36.4M | 0.78% | +500,000 | New |
| UBS Group AG | 479,261 | $34.8M | 0.01% | +23,494+5.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 478,628 | $34.8M | 0.13% | +57,010+13.5% | Added |
| Victory Capital Management Inc | 468,605 | $34.1M | 0.04% | +33,039+7.6% | Added |
| CBOE Vest Financial, LLC | 450,602 | $32.8M | 1.22% | +108,560+31.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 446,794 | $32.5M | 0.02% | −13,635−3.0% | Reduced |
| FIL Ltd | 422,265 | $30.7M | 0.03% | −469,855−52.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 415,938 | $30.2M | 1.87% | −2,736−0.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 409,291 | $29.8M | 0.06% | +409,291 | New |
| Bank of America Corp | 407,495 | $29.6M | 0.00% | −19,263−4.5% | Reduced |
| PGGM Investments | 393,575 | $28.6M | 0.44% | −1,845−0.5% | Reduced |
| Northwest & Ethical Investments L.P. | 391,066 | $28.4M | 0.87% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 384,700 | $28.0M | 0.76% | −81,800−17.5% | Reduced |
| Thrivent Financial for Lutherans | 382,996 | $27.8M | 0.06% | −50,875−11.7% | Reduced |
| Assenagon Asset Management S.A. | 373,082 | $27.1M | 0.08% | +259,385+228.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 365,787 | $26.6M | 1.77% | −8,570−2.3% | Reduced |
| Zuckerman Investment Group, LLC | 361,516 | $26.3M | 3.39% | −9,445−2.5% | Reduced |
| AQR Capital Management LLC | 360,314 | $26.2M | 0.05% | +217,291+151.9% | Added |
| Rhumbline Advisers | 355,563 | $25.9M | 0.03% | +4,387+1.2% | Added |
| Eventide Asset Management, LLC | 354,141 | $25.7M | 0.42% | +23,891+7.2% | Added |
| DekaBank Deutsche Girozentrale | 348,573 | $25.3M | 0.05% | +27,122+8.4% | Added |
| ExodusPoint Capital Management, LP | 341,048 | $24.8M | 0.31% | +208,150+156.6% | Added |
| Russell Investments Group, Ltd. | 334,613 | $24.3M | 0.04% | +37,163+12.5% | Added |
| Ameriprise Financial Inc | 324,718 | $23.6M | 0.01% | +16,523+5.4% | Added |
| California Public Employees Retirement System | 322,259 | $23.4M | 0.02% | −16,931−5.0% | Reduced |
| Aviva PLC | 305,398 | $22.2M | 0.08% | −11,603−3.7% | Reduced |
| D. E. Shaw & Co., Inc. | 291,604 | $21.2M | 0.03% | −174,821−37.5% | Reduced |
| Scopus Asset Management, L.P. | 278,000 | $20.2M | 0.85% | −77,000−21.7% | Reduced |
| J. Goldman & Co LP | 277,975 | $20.2M | 1.13% | +277,975 | New |
| Envestnet Asset Management Inc | 274,925 | $20.0M | 0.01% | +17,279+6.7% | Added |
| AXA S.A. | 269,281 | $19.6M | 0.06% | −45,230−14.4% | Reduced |
| Storebrand Asset Management AS | 267,253 | $19.4M | 0.07% | +3,832+1.5% | Added |
| Stifel Financial Corp | 262,208 | $19.1M | 0.02% | +88,004+50.5% | Added |
| California State Teachers Retirement System | 259,554 | $18.9M | 0.03% | −3,501−1.3% | Reduced |
| Sasco Capital Inc | 255,760 | $18.6M | 2.18% | −56,260−18.0% | Reduced |
| Royal Bank of Canada | 253,328 | $18.4M | 0.00% | +74,209+41.4% | Added |
| Wells Fargo & Company | 244,391 | $17.8M | 0.01% | −23,295−8.7% | Reduced |
| Interval Partners, LP | 241,946 | $17.6M | 0.77% | +41,359+20.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 256,811 | $17.5M | 0.03% | +6,041+2.4% | Added |
| Vontobel Holding Ltd. | 235,470 | $17.1M | 0.14% | −25,500−9.8% | Reduced |
| Man Group plc | 225,094 | $16.4M | 0.05% | – | – |
| Alliancebernstein L.P. | 222,192 | $16.2M | 0.01% | −437,149−66.3% | Reduced |
| Wellington Management Group LLP | 221,599 | $16.1M | 0.00% | +48,527+28.0% | Added |
| Thematics Asset Management | 220,737 | $16.0M | 0.71% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 217,339 | $15.8M | 0.00% | +3,418+1.6% | Added |
| Schroder Investment Management Group | 213,075 | $15.5M | 0.02% | +184,453+644.4% | Added |
| Federated Hermes, Inc. | 211,251 | $15.4M | 0.04% | −88,220−29.5% | Reduced |
| Citigroup Inc | 207,783 | $15.1M | 0.02% | −22,343−9.7% | Reduced |
| Korea Investment CORP | 204,398 | $14.9M | 0.04% | +138,529+210.3% | Added |
| Advisor Group Holdings, Inc. | 200,452 | $14.6M | 0.03% | −79,661−28.4% | Reduced |
| CIBC Private Wealth Group, LLC | 195,318 | $14.2M | 0.03% | +3,264+1.7% | Added |
| Janney Montgomery Scott LLC | 193,569 | $14.1M | 0.05% | −5,233−2.6% | Reduced |
| US Bancorp | 190,698 | $13.9M | 0.02% | +2,695+1.4% | Added |
| Voya Investment Management LLC | 190,650 | $13.9M | 0.01% | +16,083+9.2% | Added |
| Prospector Partners LLC | 188,865 | $13.7M | 1.73% | +1,920+1.0% | Added |
| Principal Financial Group Inc | 188,670 | $13.7M | 0.01% | −2,997−1.6% | Reduced |
| Gotham Asset Management, LLC | 184,336 | $13.4M | 0.25% | +38,017+26.0% | Added |