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, Q1 2024
Institutional positions in PENTAIR plc as of Mar 31, 2024. 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
- 637
- +29 vs. Q4 2023
- Shares held
- 153.0M
- −75.8K (0.0%) vs. Q4 2023
- Total value
- $13.0B
- +$1.90B (+17.1%) vs. Q4 2023
- New holders
- 78
- 196 more added
- Sold out
- 49
- 240 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 19,952,378 | $1.70B | 0.03% | +35,627+0.2% | Added |
| BlackRock Inc. | 15,840,896 | $1.35B | 0.03% | −807,830−4.9% | Reduced |
| Impax Asset Management Group plc | 9,235,762 | $787.7M | 3.01% | −661,717−6.7% | Reduced |
| State Street Corp | 8,646,516 | $738.8M | 0.03% | −550,295−6.0% | Reduced |
| FMR LLC | 4,968,611 | $424.5M | 0.03% | +491,021+11.0% | Added |
| Pictet Asset Management Holding SA | 4,680,191 | $399.9M | 0.44% | −151,920−3.1% | Reduced |
| Amundi | 4,607,793 | $372.1M | 0.16% | −545,167−10.6% | Reduced |
| Geode Capital Management, LLC | 3,862,305 | $329.2M | 0.03% | +102,339+2.7% | Added |
| Invesco Ltd. | 3,722,241 | $318.0M | 0.07% | −582,124−13.5% | Reduced |
| Morgan Stanley | 3,377,553 | $288.6M | 0.02% | −353,200−9.5% | Reduced |
| Millennium Management LLC | 2,923,866 | $249.8M | 0.21% | −102,349−3.4% | Reduced |
| Dimensional Fund Advisors LP | 2,673,931 | $228.5M | 0.06% | −222,846−7.7% | Reduced |
| UBS Asset Management Americas Inc | 2,622,917 | $224.1M | 0.08% | +515,938+24.5% | Added |
| ProShare Advisors LLC | 2,440,092 | $208.5M | 0.55% | −243,373−9.1% | Reduced |
| Kodai Capital Management LP | 2,105,008 | $179.9M | 4.20% | −278,152−11.7% | Reduced |
| Northern Trust Corp | 1,585,690 | $135.5M | 0.02% | −56,687−3.5% | Reduced |
| DekaBank Deutsche Girozentrale | 1,577,208 | $134.7M | 0.25% | +1,228,635+352.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,533,823 | $131.0M | 0.30% | +351,074+29.7% | Added |
| Gates Capital Management, Inc. | 1,504,280 | $128.5M | 3.78% | −37,273−2.4% | Reduced |
| Allianz Asset Management GmbH | 1,476,636 | $126.2M | 0.21% | −22,380−1.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,393,874 | $119.1M | 0.03% | +16,088+1.2% | Added |
| Bank of New York Mellon Corp | 1,375,965 | $117.6M | 0.02% | +266,893+24.1% | Added |
| Legal & General Group Plc | 1,364,268 | $116.6M | 0.03% | +71,578+5.5% | Added |
| Nomura Asset Management Co Ltd | 1,342,557 | $114.4M | 0.42% | +547,104+68.8% | Added |
| JPMorgan Chase & Co | 1,330,568 | $113.7M | 0.01% | +583,077+78.0% | Added |
| Clark Capital Management Group, Inc. | 1,323,770 | $113.1M | 0.84% | −181,304−12.0% | Reduced |
| Robeco Schweiz AG | 1,277,743 | $109.2M | 1.91% | −135,855−9.6% | Reduced |
| Deutsche Bank AG | 1,212,492 | $103.6M | 0.05% | +49,519+4.3% | Added |
| KBC Group NV | 1,190,849 | $101.7M | 0.32% | −2000.0% | Reduced |
| Swedbank AB | 1,136,271 | $97.1M | 0.14% | +1,015,085+837.6% | Added |
| Massachusetts Financial Services Co | 1,086,037 | $92.8M | 0.03% | +1,086,037 | New |
| Southpoint Capital Advisors LP | 1,000,000 | $85.4M | 1.69% | +500,000+100.0% | Added |
| First Trust Advisors LP | 900,964 | $77.0M | 0.08% | +42,352+4.9% | Added |
| Woodline Partners LP | 872,550 | $74.6M | 0.69% | +86,285+11.0% | Added |
| Credit Suisse AG | 744,086 | $63.6M | 0.06% | −88,249−10.6% | Reduced |
| Bank of America Corp | 721,090 | $61.6M | 0.01% | +313,595+77.0% | Added |
| Standard Life Aberdeen plc | 682,207 | $58.3M | 0.11% | +39,817+6.2% | Added |
| Goldman Sachs Group Inc | 655,039 | $56.0M | 0.01% | −179,164−21.5% | Reduced |
| Parnassus Investments | 610,373 | $52.2M | 0.11% | −710,608−53.8% | Reduced |
| SG Americas Securities, LLC | 601,171 | $51.4M | 0.26% | +470,662+360.6% | Added |
| Nuveen Asset Management, LLC | 585,253 | $50.0M | 0.01% | −140,941−19.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 541,471 | $46.3M | 0.36% | −42,390−7.3% | Reduced |
| AMF Pensionsforsakring AB | 527,808 | $45.1M | 0.34% | +527,808 | New |
| Select Equity Group, L.P. | 526,069 | $44.9M | 0.16% | −1,368,007−72.2% | Reduced |
| CBOE Vest Financial, LLC | 521,716 | $44.6M | 1.18% | +71,114+15.8% | Added |
| Barclays PLC | 506,492 | $43.3M | 0.02% | −98,248−16.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 788,027 | $43.1M | 0.09% | −120,988−13.3% | Reduced |
| Swiss National Bank | 494,987 | $42.3M | 0.03% | −21,400−4.1% | Reduced |
| Victory Capital Management Inc | 483,535 | $41.3M | 0.04% | +14,930+3.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 476,730 | $40.7M | 0.14% | −1,898−0.4% | Reduced |
| UBS Group AG | 473,405 | $40.4M | 0.01% | −5,856−1.2% | Reduced |
| AQR Capital Management LLC | 465,040 | $39.7M | 0.07% | +104,726+29.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 451,655 | $38.6M | 0.03% | +4,861+1.1% | Added |
| AXA S.A. | 444,698 | $38.0M | 0.11% | +175,417+65.1% | Added |
| Point72 Asset Management, L.P. | 412,338 | $35.2M | 0.10% | +412,338 | New |
| Mountain Pacific Investment Advisers Inc | 411,168 | $35.1M | 1.96% | −4,770−1.1% | Reduced |
| FIL Ltd | 407,935 | $34.9M | 0.03% | −14,330−3.4% | Reduced |
| Northwest & Ethical Investments L.P. | 387,060 | $33.1M | 0.95% | −4,006−1.0% | Reduced |
| Zuckerman Investment Group, LLC | 368,448 | $31.5M | 3.57% | +6,932+1.9% | Added |
| Polar Asset Management Partners Inc. | 364,900 | $31.2M | 0.83% | −19,800−5.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 362,276 | $31.0M | 1.89% | −3,511−1.0% | Reduced |
| Duff & Phelps Investment Management Co | 357,719 | $30.6M | 0.37% | +207,819+138.6% | Added |
| Rhumbline Advisers | 347,041 | $29.7M | 0.03% | −8,522−2.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 346,632 | $29.6M | 0.08% | −184,222−34.7% | Reduced |
| Aviva PLC | 339,727 | $29.0M | 0.10% | +34,329+11.2% | Added |
| PGGM Investments | 336,666 | $28.8M | 0.42% | −56,909−14.5% | Reduced |
| Russell Investments Group, Ltd. | 336,361 | $28.7M | 0.05% | +1,748+0.5% | Added |
| Ameriprise Financial Inc | 326,393 | $27.9M | 0.01% | +1,675+0.5% | Added |
| Eventide Asset Management, LLC | 316,798 | $27.1M | 0.42% | −37,343−10.5% | Reduced |
| California Public Employees Retirement System | 313,810 | $26.8M | 0.02% | −8,449−2.6% | Reduced |
| Scopus Asset Management, L.P. | 287,200 | $24.5M | 0.80% | +9,200+3.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 285,234 | $24.4M | 0.03% | +28,423+11.1% | Added |
| Danske Bank A/S | 282,951 | $24.2M | 0.08% | +282,951 | New |
| Thrivent Financial for Lutherans | 278,217 | $23.8M | 0.05% | −104,779−27.4% | Reduced |
| Verition Fund Management LLC | 276,917 | $23.7M | 0.23% | +189,100+215.3% | Added |
| Adams Diversified Equity Fund, Inc. | 272,900 | $23.3M | 0.83% | +272,900 | New |
| Korea Investment CORP | 272,132 | $23.3M | 0.06% | +67,734+33.1% | Added |
| Stifel Financial Corp | 267,956 | $22.9M | 0.03% | +5,748+2.2% | Added |
| BNP Paribas Arbitrage, SA | 266,288 | $22.8M | 0.03% | +157,466+144.7% | Added |
| Envestnet Asset Management Inc | 264,269 | $22.6M | 0.01% | −10,656−3.9% | Reduced |
| California State Teachers Retirement System | 260,531 | $22.3M | 0.03% | +977+0.4% | Added |
| Wells Fargo & Company | 257,081 | $22.0M | 0.01% | +12,690+5.2% | Added |
| HSBC Holdings PLC | 251,028 | $21.4M | 0.02% | +131,978+110.9% | Added |
| Norges Bank | 246,222 | $21.0M | 0.00% | +120,008+95.1% | Added |
| Interval Partners, LP | 245,864 | $21.0M | 0.79% | +3,918+1.6% | Added |
| Balyasny Asset Management LLC | 242,571 | $20.7M | 0.05% | −1,414,979−85.4% | Reduced |
| Storebrand Asset Management AS | 240,222 | $20.5M | 0.07% | −27,031−10.1% | Reduced |
| Man Group plc | 237,502 | $20.3M | 0.05% | +12,408+5.5% | Added |
| Vontobel Holding Ltd. | 225,972 | $19.3M | 0.15% | −9,498−4.0% | Reduced |
| Schroder Investment Management Group | 220,619 | $18.8M | 0.02% | +7,544+3.5% | Added |
| Price T Rowe Associates Inc | 217,771 | $18.6M | 0.00% | +432+0.2% | Added |
| Citigroup Inc | 210,797 | $18.0M | 0.02% | +3,014+1.5% | Added |
| UBS Oconnor LLC | 200,800 | $17.2M | 0.49% | +89,200+79.9% | Added |
| Assenagon Asset Management S.A. | 199,482 | $17.0M | 0.05% | −173,600−46.5% | Reduced |
| Thematics Asset Management | 198,737 | $17.0M | 0.71% | −22,000−10.0% | Reduced |
| Alliancebernstein L.P. | 197,750 | $16.9M | 0.01% | −24,442−11.0% | Reduced |
| Principal Financial Group Inc | 197,478 | $16.9M | 0.01% | +8,808+4.7% | Added |
| CIBC Private Wealth Group, LLC | 195,682 | $16.5M | 0.03% | +364+0.2% | Added |
| Royal Bank of Canada | 185,350 | $15.8M | 0.00% | −67,978−26.8% | Reduced |
| Teacher Retirement System of Texas | 184,048 | $15.7M | 0.10% | +62,339+51.2% | Added |