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 |
|---|---|---|---|---|---|
| Sound Financial Strategies Group, LLC | 9,671 | $703.2K | 0.59% | −5,948−38.1% | Reduced |
| American Century Companies Inc | 9,753 | $709.1K | 0.00% | +835+9.4% | Added |
| Tortoise Capital Advisors, L.L.C. | 9,821 | $714.1K | 0.01% | −1,686−14.7% | Reduced |
| Mercer Global Advisors Inc | 9,896 | $720.0K | 0.00% | +458+4.9% | Added |
| Louisiana State Employees Retirement System | 10,000 | $727.1K | 0.02% | −200−2.0% | Reduced |
| Pinnacle Associates Ltd | 10,131 | $736.6K | 0.01% | −266−2.6% | Reduced |
| Prelude Capital Management, LLC | 10,133 | $736.8K | 0.06% | +5,383+113.3% | Added |
| Securian Asset Management, Inc | 10,385 | $755.1K | 0.02% | −1,377−11.7% | Reduced |
| Truist Financial Corp | 10,457 | $760.3K | 0.00% | +834+8.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,466 | $761.0K | 0.00% | −1,598−13.2% | Reduced |
| Moors & Cabot, Inc. | 10,483 | $762.2K | 0.05% | −350−3.2% | Reduced |
| Edgestream Partners, L.P. | 10,499 | $763.4K | 0.05% | +3,568+51.5% | Added |
| Wetherby Asset Management Inc | 10,717 | $779.2K | 0.04% | −104−1.0% | Reduced |
| Oak Family Advisors, LLC | 10,844 | $788.5K | 0.33% | 00.0% | Unchanged |
| Numerai GP LLC | 10,872 | $790.5K | 0.28% | +10,872 | New |
| Toroso Investments, LLC | 10,962 | $797.0K | 0.02% | −2,782−20.2% | Reduced |
| Integrated Wealth Concepts LLC | 11,105 | $807.5K | 0.01% | −1,233−10.0% | Reduced |
| Hartford Investment Management Co | 11,163 | $811.7K | 0.03% | −116−1.0% | Reduced |
| Intech Investment Management LLC | 11,270 | $819.4K | 0.01% | +11,270 | New |
| Exencial Wealth Advisors, LLC | 11,271 | $819.5K | 0.03% | +11,271 | New |
| Quadrature Capital Ltd | 11,464 | $833.5K | 0.02% | +11,464 | New |
| Jacobs & Co | 11,534 | $838.0K | 0.10% | −35−0.3% | Reduced |
| National Asset Management, Inc. | 11,844 | $861.2K | 0.02% | +5,366+82.8% | Added |
| GTS Securities LLC | 11,873 | $863.3K | 0.02% | +4,840+68.8% | Added |
| Panagora Asset Management Inc | 12,334 | $896.8K | 0.01% | +20.0% | Added |
| United Asset Strategies, Inc. | 12,484 | $907.7K | 0.10% | +836+7.2% | Added |
| Aurora Investment Counsel | 18,452 | $918.2K | 0.60% | +31+0.2% | Added |
| Maryland State Retirement & Pension System | 12,628 | $918.2K | 0.02% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 12,635 | $918.7K | 0.01% | +12,635 | New |
| Point72 Europe (London) LLP | 12,663 | $920.7K | 0.12% | +12,663 | New |
| Miracle Mile Advisors, LLC | 12,750 | $927.1K | 0.03% | −900−6.6% | Reduced |
| Altshuler Shaham Ltd | 12,898 | $937.8K | 0.05% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 12,901 | $942.0K | 0.01% | +6,614+105.2% | Added |
| Palisade Asset Management, LLC | 13,093 | $952.0K | 0.10% | −75−0.6% | Reduced |
| Kentucky Retirement Systems | 13,226 | $961.7K | 0.03% | −585−4.2% | Reduced |
| Davy Global Fund Management Ltd | 13,314 | $968.1K | 0.11% | +13,314 | New |
| Gulf International Bank (UK) Ltd | 13,615 | $989.0K | 0.03% | −1,813−11.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,932 | $1.01M | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 13,949 | $1.01M | 0.00% | +5,713+69.4% | Added |
| Taika Capital, LP | 14,000 | $1.02M | 0.59% | +14,000 | New |
| Creative Planning | 14,090 | $1.02M | 0.00% | +112+0.8% | Added |
| Teachers Retirement System of the State of Kentucky | 14,203 | $1.03M | 0.01% | −619−4.2% | Reduced |
| Manchester Capital Management LLC | 14,365 | $1.04M | 0.14% | +50.0% | Added |
| Meyer Handelman Co | 14,367 | $1.04M | 0.04% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 14,416 | $1.05M | 0.03% | +611+4.4% | Added |
| American National Bank | 14,444 | $1.05M | 0.16% | +3,021+26.4% | Added |
| JustInvest LLC | 14,463 | $1.05M | 0.03% | −5,590−27.9% | Reduced |
| Walleye Trading LLC | 14,533 | $1.06M | 0.02% | +6,782+87.5% | Added |
| Piscataqua Savings Bank | 14,650 | $1.07M | 0.99% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 14,898 | $1.08M | 0.01% | +5,219+53.9% | Added |
| Edentree Asset Management Ltd | 15,056 | $1.09M | 0.34% | +3,562+31.0% | Added |
| Principal Securities, Inc. | 15,423 | $1.12M | 0.04% | +15,423 | New |
| Pacer Advisors, Inc. | 15,593 | $1.13M | 0.00% | −75,153−82.8% | Reduced |
| Cetera Investment Advisers | 15,694 | $1.14M | 0.01% | +421+2.8% | Added |
| Macquarie Group Ltd | 16,105 | $1.17M | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 16,181 | $1.18M | 0.00% | +16,181 | New |
| Axq Capital, LP | 16,515 | $1.20M | 0.32% | +11,625+237.7% | Added |
| Rowland & Co Investment Counsel | 17,585 | $1.28M | 0.29% | −100−0.6% | Reduced |
| Atria Investments LLC | 17,830 | $1.30M | 0.02% | −6,441−26.5% | Reduced |
| State of Alaska, Department of Revenue | 17,860 | $1.30M | 0.02% | −1,760−9.0% | Reduced |
| Park Avenue Securities LLC | 17,978 | $1.31M | 0.02% | −2,391−11.7% | Reduced |
| CIBC Asset Management Inc | 18,084 | $1.31M | 0.00% | −699−3.7% | Reduced |
| Illinois Municipal Retirement Fund | 18,246 | $1.33M | 0.02% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 18,541 | $1.35M | 0.00% | +2,333+14.4% | Added |
| TownSquare Capital, LLC | 18,666 | $1.36M | 0.02% | +3,517+23.2% | Added |
| British Columbia Investment Management Corp | 19,000 | $1.38M | 0.01% | +4,053+27.1% | Added |
| Oregon Public Employees Retirement Fund | 19,125 | $1.39M | 0.02% | −7,000−26.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 19,232 | $1.40M | 0.00% | +351+1.9% | Added |
| CI Private Wealth, LLC | 19,381 | $1.41M | 0.00% | +1,503+8.4% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 19,443 | $1.41M | 0.65% | −7,627−28.2% | Reduced |
| Lido Advisors, LLC | 19,520 | $1.42M | 0.01% | −21,376−52.3% | Reduced |
| Nomura Holdings Inc | 19,777 | $1.44M | 0.01% | +15,425+354.4% | Added |
| Rafferty Asset Management, LLC | 19,832 | $1.44M | 0.01% | +1,012+5.4% | Added |
| Crossmark Global Holdings, Inc. | 19,934 | $1.45M | 0.03% | +7,960+66.5% | Added |
| Public Employees Retirement Association of Colorado | 20,315 | $1.48M | 0.01% | −258−1.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 20,497 | $1.49M | 0.10% | −53,103−72.2% | Reduced |
| Xponance, Inc. | 20,690 | $1.50M | 0.02% | −2,221−9.7% | Reduced |
| Tower Research Capital LLC (TRC) | 20,942 | $1.52M | 0.02% | +14,127+207.3% | Added |
| Advanced Portfolio Management, LLC | 21,034 | $1.53M | 1.61% | +21,034 | New |
| CIBC World Markets Corp | 21,271 | $1.55M | 0.01% | +12,158+133.4% | Added |
| D.A. Davidson & Co. | 21,527 | $1.57M | 0.02% | −250−1.1% | Reduced |
| Van Hulzen Asset Management, LLC | 21,822 | $1.59M | 0.11% | +653+3.1% | Added |
| Mutual of America Capital Management LLC | 22,322 | $1.62M | 0.02% | −986−4.2% | Reduced |
| Cetera Advisor Networks LLC | 22,483 | $1.63M | 0.01% | −2,732−10.8% | Reduced |
| ING Groep NV | 22,630 | $1.65M | 0.01% | +22,601+77,934.5% | Added |
| Ethic Inc. | 23,037 | $1.68M | 0.05% | −9,822−29.9% | Reduced |
| Walleye Capital LLC | 23,127 | $1.68M | 0.02% | −68,170−74.7% | Reduced |
| Outfitter Financial LLC | 24,335 | $1.77M | 1.55% | +960+4.1% | Added |
| Graham Capital Management, L.P. | 24,693 | $1.80M | 0.06% | +14,536+143.1% | Added |
| CFS Investment Advisory Services, LLC | 26,081 | $1.90M | 0.34% | −884−3.3% | Reduced |
| Loudon Investment Management, LLC | 26,807 | $1.95M | 1.21% | −298−1.1% | Reduced |
| Granahan Investment Management Inc | 27,928 | $2.03M | 0.07% | +21,468+332.3% | Added |
| Utah Retirement Systems | 28,373 | $2.06M | 0.03% | +200+0.7% | Added |
| Exchange Traded Concepts, LLC | 28,736 | $2.09M | 0.06% | +1,905+7.1% | Added |
| Tortoise Index Solutions, LLC | 28,736 | $2.09M | 0.39% | +2,493+9.5% | Added |
| Czech National Bank | 28,951 | $2.11M | 0.03% | +93+0.3% | Added |
| Metis Global Partners, LLC | 28,969 | $2.11M | 0.08% | −1,449−4.8% | Reduced |
| STRS Ohio | 29,490 | $2.14M | 0.01% | −1,670−5.4% | Reduced |
| Janus Henderson Group PLC | 30,554 | $2.22M | 0.00% | +1,771+6.2% | Added |
| Two Sigma Investments, LP | 31,200 | $2.27M | 0.01% | 00.0% | Unchanged |