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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 2,683,465 | $195.1M | 0.60% | −67,138−2.4% | Reduced |
| Dimensional Fund Advisors LP | 2,896,777 | $210.6M | 0.06% | −53,820−1.8% | Reduced |
| Millennium Management LLC | 3,026,215 | $220.0M | 0.21% | −212,847−6.6% | Reduced |
| Morgan Stanley | 3,730,753 | $271.3M | 0.02% | +1,991,067+114.4% | Added |
| Geode Capital Management, LLC | 3,759,966 | $272.7M | 0.03% | +84,910+2.3% | Added |
| Invesco Ltd. | 4,304,365 | $313.0M | 0.07% | +463,497+12.1% | Added |
| FMR LLC | 4,477,590 | $325.6M | 0.03% | +250,155+5.9% | Added |
| Pictet Asset Management Holding SA | 4,832,111 | $351.3M | 0.39% | +1,031,290+27.1% | Added |
| Amundi | 5,152,960 | $363.2M | 0.16% | +29,318+0.6% | Added |
| State Street Corp | 9,196,811 | $668.7M | 0.03% | −205,143−2.2% | Reduced |
| Impax Asset Management Group plc | 9,897,479 | $718.4M | 2.88% | +131,745+1.3% | Added |
| BlackRock Inc. | 16,648,726 | $1.21B | 0.03% | +851,145+5.4% | Added |
| Vanguard Group Inc | 19,916,751 | $1.45B | 0.03% | +34,683+0.2% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −325,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −254,489−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −228,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −196,881−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −110,359−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −67,933−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −25,926−100.0% | Sold out |
| Sandbar Asset Management LLP | 0 | $0 | 0.00% | −20,803−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −19,102−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −17,760−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −17,330−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −16,603−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −16,202−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −13,800−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −11,302−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −11,266−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,060−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −9,074−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −7,408−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,893−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −5,829−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,192−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −4,973−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,924−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,939−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −3,806−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −3,604−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,107−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −2,272−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,953−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −1,773−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| Reitz Capital Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Desjardins Global Asset Management Inc. | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Robbins Farley LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Focus Financial Network, Inc. | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Armstrong Shaw Associates Inc | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |