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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 130,509 | $9.49M | 0.10% | +1,867+1.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 136,230 | $9.91M | 0.45% | +393+0.3% | Added |
| Pinnbrook Capital Management LP | 139,404 | $10.1M | 2.37% | +47,140+51.1% | Added |
| Andra AP-fonden | 142,200 | $10.3M | 0.55% | +4,000+2.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 147,072 | $10.7M | 0.05% | −26,300−15.2% | Reduced |
| Yousif Capital Management, LLC | 148,524 | $10.8M | 0.13% | −3,154−2.1% | Reduced |
| Duff & Phelps Investment Management Co | 149,900 | $10.9M | 0.13% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 152,750 | $11.1M | 0.02% | −15,822−9.4% | Reduced |
| New York State Teachers Retirement System | 154,629 | $11.2M | 0.03% | +4,006+2.7% | Added |
| Biechele Royce Advisors | 155,766 | $11.3M | 3.71% | +1,668+1.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 161,622 | $11.8M | 0.02% | +3,275+2.1% | Added |
| State Board of Administration of Florida Retirement System | 176,189 | $12.8M | 0.03% | +580.0% | Added |
| Calamos Advisors LLC | 182,670 | $13.3M | 0.07% | −2,386−1.3% | Reduced |
| Gotham Asset Management, LLC | 184,336 | $13.4M | 0.25% | +38,017+26.0% | Added |
| Principal Financial Group Inc | 188,670 | $13.7M | 0.01% | −2,997−1.6% | Reduced |
| Prospector Partners LLC | 188,865 | $13.7M | 1.73% | +1,920+1.0% | Added |
| Voya Investment Management LLC | 190,650 | $13.9M | 0.01% | +16,083+9.2% | Added |
| US Bancorp | 190,698 | $13.9M | 0.02% | +2,695+1.4% | Added |
| Janney Montgomery Scott LLC | 193,569 | $14.1M | 0.05% | −5,233−2.6% | Reduced |
| CIBC Private Wealth Group, LLC | 195,318 | $14.2M | 0.03% | +3,264+1.7% | Added |
| Advisor Group Holdings, Inc. | 200,452 | $14.6M | 0.03% | −79,661−28.4% | Reduced |
| Korea Investment CORP | 204,398 | $14.9M | 0.04% | +138,529+210.3% | Added |
| Citigroup Inc | 207,783 | $15.1M | 0.02% | −22,343−9.7% | Reduced |
| Federated Hermes, Inc. | 211,251 | $15.4M | 0.04% | −88,220−29.5% | Reduced |
| Schroder Investment Management Group | 213,075 | $15.5M | 0.02% | +184,453+644.4% | Added |
| Price T Rowe Associates Inc | 217,339 | $15.8M | 0.00% | +3,418+1.6% | Added |
| Thematics Asset Management | 220,737 | $16.0M | 0.71% | 00.0% | Unchanged |
| Wellington Management Group LLP | 221,599 | $16.1M | 0.00% | +48,527+28.0% | Added |
| Alliancebernstein L.P. | 222,192 | $16.2M | 0.01% | −437,149−66.3% | Reduced |
| Man Group plc | 225,094 | $16.4M | 0.05% | – | – |
| Vontobel Holding Ltd. | 235,470 | $17.1M | 0.14% | −25,500−9.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 256,811 | $17.5M | 0.03% | +6,041+2.4% | Added |
| Interval Partners, LP | 241,946 | $17.6M | 0.77% | +41,359+20.6% | Added |
| Wells Fargo & Company | 244,391 | $17.8M | 0.01% | −23,295−8.7% | Reduced |
| Royal Bank of Canada | 253,328 | $18.4M | 0.00% | +74,209+41.4% | Added |
| Sasco Capital Inc | 255,760 | $18.6M | 2.18% | −56,260−18.0% | Reduced |
| California State Teachers Retirement System | 259,554 | $18.9M | 0.03% | −3,501−1.3% | Reduced |
| Stifel Financial Corp | 262,208 | $19.1M | 0.02% | +88,004+50.5% | Added |
| Storebrand Asset Management AS | 267,253 | $19.4M | 0.07% | +3,832+1.5% | Added |
| AXA S.A. | 269,281 | $19.6M | 0.06% | −45,230−14.4% | Reduced |
| Envestnet Asset Management Inc | 274,925 | $20.0M | 0.01% | +17,279+6.7% | Added |
| J. Goldman & Co LP | 277,975 | $20.2M | 1.13% | +277,975 | New |
| Scopus Asset Management, L.P. | 278,000 | $20.2M | 0.85% | −77,000−21.7% | Reduced |
| D. E. Shaw & Co., Inc. | 291,604 | $21.2M | 0.03% | −174,821−37.5% | Reduced |
| Aviva PLC | 305,398 | $22.2M | 0.08% | −11,603−3.7% | Reduced |
| California Public Employees Retirement System | 322,259 | $23.4M | 0.02% | −16,931−5.0% | Reduced |
| Ameriprise Financial Inc | 324,718 | $23.6M | 0.01% | +16,523+5.4% | Added |
| Russell Investments Group, Ltd. | 334,613 | $24.3M | 0.04% | +37,163+12.5% | Added |
| ExodusPoint Capital Management, LP | 341,048 | $24.8M | 0.31% | +208,150+156.6% | Added |
| DekaBank Deutsche Girozentrale | 348,573 | $25.3M | 0.05% | +27,122+8.4% | Added |
| Eventide Asset Management, LLC | 354,141 | $25.7M | 0.42% | +23,891+7.2% | Added |
| Rhumbline Advisers | 355,563 | $25.9M | 0.03% | +4,387+1.2% | Added |
| AQR Capital Management LLC | 360,314 | $26.2M | 0.05% | +217,291+151.9% | Added |
| Zuckerman Investment Group, LLC | 361,516 | $26.3M | 3.39% | −9,445−2.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 365,787 | $26.6M | 1.77% | −8,570−2.3% | Reduced |
| Assenagon Asset Management S.A. | 373,082 | $27.1M | 0.08% | +259,385+228.1% | Added |
| Thrivent Financial for Lutherans | 382,996 | $27.8M | 0.06% | −50,875−11.7% | Reduced |
| Polar Asset Management Partners Inc. | 384,700 | $28.0M | 0.76% | −81,800−17.5% | Reduced |
| Northwest & Ethical Investments L.P. | 391,066 | $28.4M | 0.87% | 00.0% | Unchanged |
| PGGM Investments | 393,575 | $28.6M | 0.44% | −1,845−0.5% | Reduced |
| Bank of America Corp | 407,495 | $29.6M | 0.00% | −19,263−4.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 409,291 | $29.8M | 0.06% | +409,291 | New |
| Mountain Pacific Investment Advisers Inc | 415,938 | $30.2M | 1.87% | −2,736−0.7% | Reduced |
| FIL Ltd | 422,265 | $30.7M | 0.03% | −469,855−52.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 446,794 | $32.5M | 0.02% | −13,635−3.0% | Reduced |
| CBOE Vest Financial, LLC | 450,602 | $32.8M | 1.22% | +108,560+31.7% | Added |
| Victory Capital Management Inc | 468,605 | $34.1M | 0.04% | +33,039+7.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 478,628 | $34.8M | 0.13% | +57,010+13.5% | Added |
| UBS Group AG | 479,261 | $34.8M | 0.01% | +23,494+5.2% | Added |
| Southpoint Capital Advisors LP | 500,000 | $36.4M | 0.78% | +500,000 | New |
| Swiss National Bank | 516,387 | $37.5M | 0.03% | −14,200−2.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 530,854 | $38.6M | 0.11% | −102,343−16.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 583,861 | $42.5M | 0.35% | −41,979−6.7% | Reduced |
| Barclays PLC | 604,740 | $44.0M | 0.02% | +314,550+108.4% | Added |
| Standard Life Aberdeen plc | 642,390 | $46.7M | 0.10% | +79,809+14.2% | Added |
| Nuveen Asset Management, LLC | 726,194 | $52.8M | 0.02% | +73,847+11.3% | Added |
| JPMorgan Chase & Co | 747,491 | $54.4M | 0.01% | +134,132+21.9% | Added |
| Bank of Montreal | 762,662 | $55.7M | 0.03% | +634,688+496.0% | Added |
| Woodline Partners LP | 786,265 | $57.2M | 0.62% | −224,786−22.2% | Reduced |
| Nomura Asset Management Co Ltd | 795,453 | $57.8M | 0.24% | −94,893−10.7% | Reduced |
| Credit Suisse AG | 832,335 | $60.5M | 0.06% | −55,410−6.2% | Reduced |
| Goldman Sachs Group Inc | 834,203 | $60.7M | 0.01% | +484,810+138.8% | Added |
| First Trust Advisors LP | 858,612 | $62.4M | 0.07% | −17,702−2.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 909,015 | $66.1M | 0.13% | −8,480−0.9% | Reduced |
| Bank of New York Mellon Corp | 1,109,072 | $80.6M | 0.02% | −15,868−1.4% | Reduced |
| Deutsche Bank AG | 1,162,973 | $84.6M | 0.04% | +40,366+3.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,182,749 | $86.0M | 0.22% | +99,133+9.1% | Added |
| KBC Group NV | 1,191,049 | $86.6M | 0.31% | −68,582−5.4% | Reduced |
| Legal & General Group Plc | 1,292,690 | $94.0M | 0.03% | +52,618+4.2% | Added |
| Parnassus Investments | 1,320,981 | $96.0M | 0.21% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 1,377,786 | $100.2M | 0.03% | +16,875+1.2% | Added |
| Robeco Schweiz AG | 1,413,598 | $102.8M | 1.73% | −391,530−21.7% | Reduced |
| Allianz Asset Management GmbH | 1,499,016 | $109.0M | 0.20% | −63,596−4.1% | Reduced |
| Clark Capital Management Group, Inc. | 1,505,074 | $109.4M | 0.90% | −409,456−21.4% | Reduced |
| Gates Capital Management, Inc. | 1,541,553 | $112.1M | 3.71% | −470,324−23.4% | Reduced |
| Northern Trust Corp | 1,642,377 | $119.4M | 0.02% | −82,013−4.8% | Reduced |
| Balyasny Asset Management LLC | 1,657,550 | $120.5M | 0.33% | −1,350,204−44.9% | Reduced |
| Select Equity Group, L.P. | 1,894,076 | $137.7M | 0.51% | +106,360+5.9% | Added |
| UBS Asset Management Americas Inc | 2,106,979 | $153.2M | 0.06% | +379,396+22.0% | Added |
| Kodai Capital Management LP | 2,383,160 | $173.3M | 3.53% | +2,383,160 | New |