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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 31,344 | $2.28M | 0.00% | +27,481+711.4% | Added |
| Easterly Investment Partners LLC | 31,585 | $2.30M | 0.25% | −145−0.5% | Reduced |
| Vident Advisory, LLC | 31,750 | $2.31M | 0.06% | +27,390+628.2% | Added |
| Daiwa Securities Group Inc. | 32,276 | $2.35M | 0.01% | +1,282+4.1% | Added |
| M&T Bank Corp | 32,590 | $2.37M | 0.01% | +172+0.5% | Added |
| Commonwealth Equity Services, LLC | 32,894 | $2.39M | 0.00% | −1,728−5.0% | Reduced |
| Ossiam | 33,088 | $2.41M | 0.04% | −2,553−7.2% | Reduced |
| Handelsbanken Fonder AB | 33,600 | $2.44M | 0.01% | −1,300−3.7% | Reduced |
| Texas Permanent School Fund | 34,131 | $2.48M | 0.02% | +130.0% | Added |
| Uncommon Cents Investing LLC | 34,958 | $2.54M | 0.84% | −370−1.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,198 | $2.63M | 0.02% | +2,999+9.0% | Added |
| The PNC Financial Services Group, Inc. | 36,287 | $2.64M | 0.00% | −345−0.9% | Reduced |
| Retirement Systems of Alabama | 36,431 | $2.65M | 0.01% | −902−2.4% | Reduced |
| Azzad Asset Management Inc | 37,135 | $2.70M | 0.34% | −552−1.5% | Reduced |
| Mariner, LLC | 37,366 | $2.72M | 0.01% | +4,105+12.3% | Added |
| First Citizens Bank & Trust Co | 37,596 | $2.73M | 0.05% | −5,092−11.9% | Reduced |
| National Bank of Canada | 38,875 | $2.76M | 0.01% | +3,185+8.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 38,000 | $2.76M | 0.06% | +10,000+35.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 39,330 | $2.86M | 0.04% | −1,200−3.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 40,000 | $2.91M | 0.01% | +40,000 | New |
| MetLife Investment Management | 40,100 | $2.92M | 0.02% | −715−1.8% | Reduced |
| Forsta Ap-Fonden | 40,800 | $2.97M | 0.03% | −5,800−12.4% | Reduced |
| New York Life Investment Management LLC | 41,502 | $3.02M | 0.03% | −1,792−4.1% | Reduced |
| HRT Financial LP | 41,822 | $3.04M | 0.02% | +29,819+248.4% | Added |
| Captrust Financial Advisors | 43,051 | $3.13M | 0.01% | +6,243+17.0% | Added |
| Achmea Investment Management B.V. | 44,147 | $3.21M | 0.07% | +19,868+81.8% | Added |
| TD Asset Management Inc | 44,351 | $3.22M | 0.00% | +2,090+4.9% | Added |
| American International Group, Inc. | 44,720 | $3.25M | 0.01% | +1,039+2.4% | Added |
| Eagle Asset Management Inc | 44,724 | $3.25M | 0.02% | −58−0.1% | Reduced |
| State of Michigan Retirement System | 45,264 | $3.29M | 0.02% | +100+0.2% | Added |
| Two Sigma Advisers, LP | 45,300 | $3.29M | 0.01% | −85,500−65.4% | Reduced |
| Arizona State Retirement System | 45,379 | $3.30M | 0.03% | +379+0.8% | Added |
| HighTower Advisors, LLC | 46,115 | $3.35M | 0.01% | −4,791−9.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 46,380 | $3.37M | 0.01% | +1,401+3.1% | Added |
| Squarepoint Ops LLC | 46,561 | $3.39M | 0.01% | +13,492+40.8% | Added |
| Empowered Funds, LLC | 47,273 | $3.44M | 0.09% | +47,273 | New |
| Compass Wealth Management LLC | 47,855 | $3.48M | 0.97% | −498−1.0% | Reduced |
| Mesirow Institutional Investment Management, Inc. | 48,557 | $3.53M | 0.33% | +438+0.9% | Added |
| Baird Financial Group, Inc. | 48,954 | $3.56M | 0.01% | +106+0.2% | Added |
| Franklin Resources Inc | 50,947 | $3.70M | 0.00% | +5,896+13.1% | Added |
| McDonald Partners LLC | 51,143 | $3.72M | 1.10% | −1,578−3.0% | Reduced |
| Nissay Asset Management Corp | 51,395 | $3.74M | 0.03% | +7,328+16.6% | Added |
| Prudential Financial Inc | 54,628 | $3.97M | 0.01% | −23,002−29.6% | Reduced |
| Trexquant Investment LP | 54,792 | $3.98M | 0.09% | −21,437−28.1% | Reduced |
| ABN AMRO Bank N.V. | 54,622 | $3.99M | 0.07% | −19,746−26.6% | Reduced |
| Magnetar Financial LLC | 55,263 | $4.02M | 0.10% | +55,263 | New |
| BDL Capital Management | 63,554 | $4.11M | 3.43% | +63,554 | New |
| DnB Asset Management AS | 56,587 | $4.11M | 0.02% | −299−0.5% | Reduced |
| Oppenheimer & Co Inc | 56,862 | $4.13M | 0.08% | +1,742+3.2% | Added |
| Raymond James & Associates | 56,927 | $4.14M | 0.00% | −7,248−11.3% | Reduced |
| Amalgamated Bank | 58,675 | $4.27M | 0.03% | +2,187+3.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 58,999 | $4.29M | 0.02% | +50,724+613.0% | Added |
| Nisa Investment Advisors, LLC | 60,033 | $4.36M | 0.03% | +70.0% | Added |
| Rockefeller Capital Management L.P. | 60,515 | $4.40M | 0.01% | −12,787−17.4% | Reduced |
| Focus Financial Network Inc | 61,016 | $4.44M | 0.17% | +61,016 | New |
| State of Tennessee, Treasury Department | 61,663 | $4.48M | 0.02% | −46,642−43.1% | Reduced |
| LPL Financial LLC | 62,817 | $4.57M | 0.00% | +1,948+3.2% | Added |
| SEI Investments Co | 63,217 | $4.60M | 0.01% | +4,932+8.5% | Added |
| Natixis Advisors, L.P. | 64,149 | $4.66M | 0.01% | +23,960+59.6% | Added |
| Waratah Capital Advisors Ltd. | 65,662 | $4.77M | 0.27% | +10,062+18.1% | Added |
| Dakota Wealth Management | 66,541 | $4.84M | 0.19% | −70,411−51.4% | Reduced |
| Nordea Investment Management AB | 70,424 | $5.12M | 0.01% | +46,290+191.8% | Added |
| Umb Bank N A | 72,487 | $5.27M | 0.08% | −2,241−3.0% | Reduced |
| Asset Management One Co.,Ltd. | 72,375 | $5.28M | 0.02% | +1,790+2.5% | Added |
| Royal London Asset Management Ltd | 73,875 | $5.37M | 0.02% | +5,826+8.6% | Added |
| Treasurer of the State of North Carolina | 75,091 | $5.46M | 0.03% | +3,023+4.2% | Added |
| Mn Services Vermogensbeheer B.V. | 75,600 | $5.50M | 0.05% | −3,800−4.8% | Reduced |
| Mizuho Markets Americas LLC | 76,023 | $5.53M | 0.17% | +28,750+60.8% | Added |
| Cresset Asset Management, LLC | 77,878 | $5.66M | 0.03% | +3,255+4.4% | Added |
| Ensign Peak Advisors, Inc | 82,265 | $5.98M | 0.01% | +1,725+2.1% | Added |
| Brandywine Global Investment Management, LLC | 83,404 | $6.06M | 0.05% | −4,391−5.0% | Reduced |
| State of New Jersey Common Pension Fund D | 83,822 | $6.09M | 0.02% | 00.0% | Unchanged |
| Power Corp of Canada | 83,955 | $6.10M | 0.63% | −76,723−47.7% | Reduced |
| State of Wisconsin Investment Board | 86,635 | $6.30M | 0.02% | −1,127−1.3% | Reduced |
| Swiss Life Asset Management Ltd | 86,955 | $6.33M | 0.08% | −104,568−54.6% | Reduced |
| Verition Fund Management LLC | 87,817 | $6.39M | 0.06% | −170,948−66.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 87,975 | $6.40M | 0.02% | −2,579−2.8% | Reduced |
| Jane Street Group, LLC | 88,237 | $6.42M | 0.01% | +21,756+32.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 91,083 | $6.62M | 0.02% | +70+0.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 92,338 | $6.71M | 0.02% | −472−0.5% | Reduced |
| Mairs & Power Inc | 94,081 | $6.84M | 0.07% | −3,090−3.2% | Reduced |
| StrategIQ Financial Group, LLC | 98,445 | $7.16M | 0.81% | 00.0% | Unchanged |
| Busey Wealth Management | 98,605 | $7.17M | 0.28% | −2,086−2.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 106,883 | $7.77M | 0.02% | +20,668+24.0% | Added |
| Great West Life Assurance Co | 108,104 | $7.83M | 0.02% | +27,434+34.0% | Added |
| BNP Paribas Arbitrage, SA | 108,822 | $7.91M | 0.01% | −54,652−33.4% | Reduced |
| Susquehanna International Group, LLP | 109,470 | $7.96M | 0.01% | +34,580+46.2% | Added |
| Toronto Dominion Bank | 111,324 | $8.09M | 0.01% | +11,207+11.2% | Added |
| UBS Oconnor LLC | 111,600 | $8.11M | 0.26% | +111,600 | New |
| Manufacturers Life Insurance Company, The | 112,261 | $8.16M | 0.00% | +1,309+1.2% | Added |
| Gabelli Funds LLC | 113,000 | $8.22M | 0.06% | −3,000−2.6% | Reduced |
| HSBC Holdings PLC | 119,050 | $8.66M | 0.01% | +62,900+112.0% | Added |
| Swedbank AB | 121,186 | $8.81M | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 121,709 | $8.85M | 0.06% | −9,065−6.9% | Reduced |
| Gateway Investment Advisers LLC | 121,911 | $8.86M | 0.10% | −119−0.1% | Reduced |
| Perpetual Ltd | 123,390 | $8.97M | 0.09% | +3,971+3.3% | Added |
| Hudson Bay Capital Management LP | 124,715 | $9.07M | 0.08% | −13,000−9.4% | Reduced |
| Norges Bank | 126,214 | $9.18M | 0.00% | +34,016+36.9% | Added |
| Fisher Asset Management, LLC | 126,437 | $9.19M | 0.00% | +1,813+1.5% | Added |
| Castleark Management LLC | 129,420 | $9.41M | 0.42% | +7,640+6.3% | Added |