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 |
|---|---|---|---|---|---|
| Calamos Advisors LLC | 182,670 | $13.3M | 0.07% | −2,386−1.3% | Reduced |
| State Board of Administration of Florida Retirement System | 176,189 | $12.8M | 0.03% | +580.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 161,622 | $11.8M | 0.02% | +3,275+2.1% | Added |
| Biechele Royce Advisors | 155,766 | $11.3M | 3.71% | +1,668+1.1% | Added |
| New York State Teachers Retirement System | 154,629 | $11.2M | 0.03% | +4,006+2.7% | Added |
| New York State Common Retirement Fund | 152,750 | $11.1M | 0.02% | −15,822−9.4% | Reduced |
| Duff & Phelps Investment Management Co | 149,900 | $10.9M | 0.13% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 148,524 | $10.8M | 0.13% | −3,154−2.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 147,072 | $10.7M | 0.05% | −26,300−15.2% | Reduced |
| Andra AP-fonden | 142,200 | $10.3M | 0.55% | +4,000+2.9% | Added |
| Pinnbrook Capital Management LP | 139,404 | $10.1M | 2.37% | +47,140+51.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 136,230 | $9.91M | 0.45% | +393+0.3% | Added |
| SG Americas Securities, LLC | 130,509 | $9.49M | 0.10% | +1,867+1.5% | Added |
| Castleark Management LLC | 129,420 | $9.41M | 0.42% | +7,640+6.3% | Added |
| Fisher Asset Management, LLC | 126,437 | $9.19M | 0.00% | +1,813+1.5% | Added |
| Norges Bank | 126,214 | $9.18M | 0.00% | +34,016+36.9% | Added |
| Hudson Bay Capital Management LP | 124,715 | $9.07M | 0.08% | −13,000−9.4% | Reduced |
| Perpetual Ltd | 123,390 | $8.97M | 0.09% | +3,971+3.3% | Added |
| Gateway Investment Advisers LLC | 121,911 | $8.86M | 0.10% | −119−0.1% | Reduced |
| Teacher Retirement System of Texas | 121,709 | $8.85M | 0.06% | −9,065−6.9% | Reduced |
| Swedbank AB | 121,186 | $8.81M | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 119,050 | $8.66M | 0.01% | +62,900+112.0% | Added |
| Gabelli Funds LLC | 113,000 | $8.22M | 0.06% | −3,000−2.6% | Reduced |
| Manufacturers Life Insurance Company, The | 112,261 | $8.16M | 0.00% | +1,309+1.2% | Added |
| UBS Oconnor LLC | 111,600 | $8.11M | 0.26% | +111,600 | New |
| Toronto Dominion Bank | 111,324 | $8.09M | 0.01% | +11,207+11.2% | Added |
| Susquehanna International Group, LLP | 109,470 | $7.96M | 0.01% | +34,580+46.2% | Added |
| BNP Paribas Arbitrage, SA | 108,822 | $7.91M | 0.01% | −54,652−33.4% | Reduced |
| Great West Life Assurance Co | 108,104 | $7.83M | 0.02% | +27,434+34.0% | Added |
| Robeco Institutional Asset Management B.V. | 106,883 | $7.77M | 0.02% | +20,668+24.0% | Added |
| Busey Wealth Management | 98,605 | $7.17M | 0.28% | −2,086−2.1% | Reduced |
| StrategIQ Financial Group, LLC | 98,445 | $7.16M | 0.81% | 00.0% | Unchanged |
| Mairs & Power Inc | 94,081 | $6.84M | 0.07% | −3,090−3.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 92,338 | $6.71M | 0.02% | −472−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 91,083 | $6.62M | 0.02% | +70+0.1% | Added |
| Jane Street Group, LLC | 88,237 | $6.42M | 0.01% | +21,756+32.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 87,975 | $6.40M | 0.02% | −2,579−2.8% | Reduced |
| Verition Fund Management LLC | 87,817 | $6.39M | 0.06% | −170,948−66.1% | Reduced |
| Swiss Life Asset Management Ltd | 86,955 | $6.33M | 0.08% | −104,568−54.6% | Reduced |
| State of Wisconsin Investment Board | 86,635 | $6.30M | 0.02% | −1,127−1.3% | Reduced |
| Power Corp of Canada | 83,955 | $6.10M | 0.63% | −76,723−47.7% | Reduced |
| State of New Jersey Common Pension Fund D | 83,822 | $6.09M | 0.02% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 83,404 | $6.06M | 0.05% | −4,391−5.0% | Reduced |
| Ensign Peak Advisors, Inc | 82,265 | $5.98M | 0.01% | +1,725+2.1% | Added |
| Cresset Asset Management, LLC | 77,878 | $5.66M | 0.03% | +3,255+4.4% | Added |
| Mizuho Markets Americas LLC | 76,023 | $5.53M | 0.17% | +28,750+60.8% | Added |
| Mn Services Vermogensbeheer B.V. | 75,600 | $5.50M | 0.05% | −3,800−4.8% | Reduced |
| Treasurer of the State of North Carolina | 75,091 | $5.46M | 0.03% | +3,023+4.2% | Added |
| Royal London Asset Management Ltd | 73,875 | $5.37M | 0.02% | +5,826+8.6% | Added |
| Asset Management One Co.,Ltd. | 72,375 | $5.28M | 0.02% | +1,790+2.5% | Added |
| Umb Bank N A | 72,487 | $5.27M | 0.08% | −2,241−3.0% | Reduced |
| Nordea Investment Management AB | 70,424 | $5.12M | 0.01% | +46,290+191.8% | Added |
| Dakota Wealth Management | 66,541 | $4.84M | 0.19% | −70,411−51.4% | Reduced |
| Waratah Capital Advisors Ltd. | 65,662 | $4.77M | 0.27% | +10,062+18.1% | Added |
| Natixis Advisors, L.P. | 64,149 | $4.66M | 0.01% | +23,960+59.6% | Added |
| SEI Investments Co | 63,217 | $4.60M | 0.01% | +4,932+8.5% | Added |
| LPL Financial LLC | 62,817 | $4.57M | 0.00% | +1,948+3.2% | Added |
| State of Tennessee, Treasury Department | 61,663 | $4.48M | 0.02% | −46,642−43.1% | Reduced |
| Focus Financial Network Inc | 61,016 | $4.44M | 0.17% | +61,016 | New |
| Rockefeller Capital Management L.P. | 60,515 | $4.40M | 0.01% | −12,787−17.4% | Reduced |
| Nisa Investment Advisors, LLC | 60,033 | $4.36M | 0.03% | +70.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 58,999 | $4.29M | 0.02% | +50,724+613.0% | Added |
| Amalgamated Bank | 58,675 | $4.27M | 0.03% | +2,187+3.9% | Added |
| Raymond James & Associates | 56,927 | $4.14M | 0.00% | −7,248−11.3% | Reduced |
| Oppenheimer & Co Inc | 56,862 | $4.13M | 0.08% | +1,742+3.2% | Added |
| DnB Asset Management AS | 56,587 | $4.11M | 0.02% | −299−0.5% | Reduced |
| BDL Capital Management | 63,554 | $4.11M | 3.43% | +63,554 | New |
| Magnetar Financial LLC | 55,263 | $4.02M | 0.10% | +55,263 | New |
| ABN AMRO Bank N.V. | 54,622 | $3.99M | 0.07% | −19,746−26.6% | Reduced |
| Trexquant Investment LP | 54,792 | $3.98M | 0.09% | −21,437−28.1% | Reduced |
| Prudential Financial Inc | 54,628 | $3.97M | 0.01% | −23,002−29.6% | Reduced |
| Nissay Asset Management Corp | 51,395 | $3.74M | 0.03% | +7,328+16.6% | Added |
| McDonald Partners LLC | 51,143 | $3.72M | 1.10% | −1,578−3.0% | Reduced |
| Franklin Resources Inc | 50,947 | $3.70M | 0.00% | +5,896+13.1% | Added |
| Baird Financial Group, Inc. | 48,954 | $3.56M | 0.01% | +106+0.2% | Added |
| Mesirow Institutional Investment Management, Inc. | 48,557 | $3.53M | 0.33% | +438+0.9% | Added |
| Compass Wealth Management LLC | 47,855 | $3.48M | 0.97% | −498−1.0% | Reduced |
| Empowered Funds, LLC | 47,273 | $3.44M | 0.09% | +47,273 | New |
| Squarepoint Ops LLC | 46,561 | $3.39M | 0.01% | +13,492+40.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 46,380 | $3.37M | 0.01% | +1,401+3.1% | Added |
| HighTower Advisors, LLC | 46,115 | $3.35M | 0.01% | −4,791−9.4% | Reduced |
| Arizona State Retirement System | 45,379 | $3.30M | 0.03% | +379+0.8% | Added |
| Two Sigma Advisers, LP | 45,300 | $3.29M | 0.01% | −85,500−65.4% | Reduced |
| State of Michigan Retirement System | 45,264 | $3.29M | 0.02% | +100+0.2% | Added |
| Eagle Asset Management Inc | 44,724 | $3.25M | 0.02% | −58−0.1% | Reduced |
| American International Group, Inc. | 44,720 | $3.25M | 0.01% | +1,039+2.4% | Added |
| TD Asset Management Inc | 44,351 | $3.22M | 0.00% | +2,090+4.9% | Added |
| Achmea Investment Management B.V. | 44,147 | $3.21M | 0.07% | +19,868+81.8% | Added |
| Captrust Financial Advisors | 43,051 | $3.13M | 0.01% | +6,243+17.0% | Added |
| HRT Financial LP | 41,822 | $3.04M | 0.02% | +29,819+248.4% | Added |
| New York Life Investment Management LLC | 41,502 | $3.02M | 0.03% | −1,792−4.1% | Reduced |
| Forsta Ap-Fonden | 40,800 | $2.97M | 0.03% | −5,800−12.4% | Reduced |
| MetLife Investment Management | 40,100 | $2.92M | 0.02% | −715−1.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 40,000 | $2.91M | 0.01% | +40,000 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 39,330 | $2.86M | 0.04% | −1,200−3.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 38,000 | $2.76M | 0.06% | +10,000+35.7% | Added |
| National Bank of Canada | 38,875 | $2.76M | 0.01% | +3,185+8.9% | Added |
| First Citizens Bank & Trust Co | 37,596 | $2.73M | 0.05% | −5,092−11.9% | Reduced |
| Mariner, LLC | 37,366 | $2.72M | 0.01% | +4,105+12.3% | Added |
| Azzad Asset Management Inc | 37,135 | $2.70M | 0.34% | −552−1.5% | Reduced |