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 |
|---|---|---|---|---|---|
| CFS Investment Advisory Services, LLC | 25,514 | $2.18M | 0.37% | −567−2.2% | Reduced |
| Exchange Traded Concepts, LLC | 26,272 | $2.24M | 0.06% | −2,464−8.6% | Reduced |
| Tortoise Index Solutions, LLC | 26,272 | $2.24M | 0.45% | −2,464−8.6% | Reduced |
| Loudon Investment Management, LLC | 26,387 | $2.25M | 1.29% | −420−1.6% | Reduced |
| Utah Retirement Systems | 28,273 | $2.42M | 0.03% | −100−0.4% | Reduced |
| Axq Capital, LP | 28,715 | $2.45M | 0.59% | +12,200+73.9% | Added |
| Eagle Asset Management Inc | 29,192 | $2.46M | 0.01% | −15,532−34.7% | Reduced |
| Czech National Bank | 29,094 | $2.49M | 0.03% | +143+0.5% | Added |
| Prelude Capital Management, LLC | 29,897 | $2.55M | 0.17% | +19,764+195.0% | Added |
| Walleye Capital LLC | 29,931 | $2.56M | 0.03% | +6,804+29.4% | Added |
| Bessemer Group Inc | 29,961 | $2.56M | 0.00% | +28,870+2,646.2% | Added |
| Janus Henderson Group PLC | 30,557 | $2.61M | 0.00% | +30.0% | Added |
| PDT Partners, LLC | 30,652 | $2.62M | 0.25% | +30,652 | New |
| Metis Global Partners, LLC | 31,116 | $2.66M | 0.10% | +2,147+7.4% | Added |
| Franklin Resources Inc | 31,708 | $2.71M | 0.00% | −19,239−37.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 31,900 | $2.73M | 0.00% | +12,668+65.9% | Added |
| M&T Bank Corp | 32,533 | $2.78M | 0.01% | −57−0.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 33,400 | $2.85M | 0.01% | +33,400 | New |
| Handelsbanken Fonder AB | 33,600 | $2.87M | 0.01% | 00.0% | Unchanged |
| Texas Permanent School Fund | 34,171 | $2.92M | 0.02% | +40+0.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 34,430 | $2.94M | 0.03% | −4,900−12.5% | Reduced |
| Uncommon Cents Investing LLC | 34,582 | $2.95M | 0.90% | −376−1.1% | Reduced |
| Captrust Financial Advisors | 34,587 | $2.96M | 0.01% | −8,464−19.7% | Reduced |
| Commonwealth Equity Services, LLC | 34,914 | $2.98M | 0.00% | +2,020+6.1% | Added |
| Amalgamated Bank | 35,056 | $3.00M | 0.03% | −23,619−40.3% | Reduced |
| National Bank of Canada | 36,920 | $3.08M | 0.01% | −1,955−5.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,288 | $3.10M | 0.02% | +90+0.2% | Added |
| Retirement Systems of Alabama | 36,485 | $3.12M | 0.01% | +54+0.1% | Added |
| Azzad Asset Management Inc | 36,650 | $3.13M | 0.36% | −485−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 36,653 | $3.13M | 0.00% | +366+1.0% | Added |
| HRT Financial LP | 36,966 | $3.16M | 0.02% | −4,856−11.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 38,000 | $3.25M | 0.07% | 00.0% | Unchanged |
| Trexquant Investment LP | 38,148 | $3.26M | 0.06% | −16,644−30.4% | Reduced |
| MetLife Investment Management | 38,676 | $3.30M | 0.02% | −1,424−3.6% | Reduced |
| Daiwa Securities Group Inc. | 38,987 | $3.33M | 0.02% | +6,711+20.8% | Added |
| Mariner, LLC | 39,208 | $3.35M | 0.01% | +1,842+4.9% | Added |
| New York Life Investment Management LLC | 39,802 | $3.40M | 0.03% | −1,700−4.1% | Reduced |
| ABN AMRO Bank N.V. | 41,994 | $3.59M | 0.05% | −12,628−23.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 42,568 | $3.64M | 0.01% | +2,568+6.4% | Added |
| First Citizens Bank & Trust Co | 43,074 | $3.68M | 0.07% | +5,478+14.6% | Added |
| Achmea Investment Management B.V. | 44,147 | $3.77M | 0.07% | 00.0% | Unchanged |
| American International Group, Inc. | 44,341 | $3.79M | 0.01% | −379−0.8% | Reduced |
| Brown Advisory Inc | 44,674 | $3.82M | 0.01% | +44,674 | New |
| TD Asset Management Inc | 44,759 | $3.82M | 0.00% | +408+0.9% | Added |
| HighTower Advisors, LLC | 45,087 | $3.85M | 0.01% | −1,028−2.2% | Reduced |
| State of Michigan Retirement System | 45,264 | $3.87M | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 45,465 | $3.88M | 0.03% | +86+0.2% | Added |
| Compass Wealth Management LLC | 46,667 | $3.99M | 1.00% | −1,188−2.5% | Reduced |
| Prudential PLC | 46,674 | $3.99M | 0.03% | +37,969+436.2% | Added |
| Mesirow Institutional Investment Management, Inc. | 48,548 | $4.15M | 0.37% | −90.0% | Reduced |
| Baird Financial Group, Inc. | 49,339 | $4.22M | 0.01% | +385+0.8% | Added |
| Cetera Investment Advisers | 50,653 | $4.33M | 0.01% | +34,959+222.8% | Added |
| Nissay Asset Management Corp | 51,682 | $4.42M | 0.03% | +287+0.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 51,839 | $4.43M | 0.19% | −84,391−61.9% | Reduced |
| McDonald Partners LLC | 51,868 | $4.43M | 1.22% | +725+1.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 52,013 | $4.44M | 0.02% | +5,633+12.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 58,573 | $4.51M | 0.02% | −426−0.7% | Reduced |
| Prudential Financial Inc | 53,352 | $4.56M | 0.01% | −1,276−2.3% | Reduced |
| Focus Financial Network, Inc. | 59,407 | $4.66M | 0.23% | +59,407 | New |
| Oppenheimer & Co Inc | 55,575 | $4.75M | 0.08% | −1,287−2.3% | Reduced |
| Ensign Peak Advisors, Inc | 56,348 | $4.81M | 0.01% | −25,917−31.5% | Reduced |
| DnB Asset Management AS | 59,202 | $5.06M | 0.03% | +2,615+4.6% | Added |
| Susquehanna International Group, LLP | 59,380 | $5.07M | 0.01% | −50,090−45.8% | Reduced |
| LPL Financial LLC | 59,641 | $5.10M | 0.00% | −3,176−5.1% | Reduced |
| Rockefeller Capital Management L.P. | 59,690 | $5.10M | 0.01% | −825−1.4% | Reduced |
| Nisa Investment Advisors, LLC | 60,033 | $5.13M | 0.03% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 61,900 | $5.29M | 0.01% | +16,600+36.6% | Added |
| SEI Investments Co | 62,271 | $5.32M | 0.01% | −946−1.5% | Reduced |
| Dakota Wealth Management | 62,513 | $5.34M | 0.13% | −4,028−6.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 66,800 | $5.71M | 0.04% | −8,800−11.6% | Reduced |
| Taika Capital, LP | 67,320 | $5.75M | 2.98% | +53,320+380.9% | Added |
| Raymond James & Associates | 67,698 | $5.78M | 0.00% | +10,771+18.9% | Added |
| ExodusPoint Capital Management, LP | 68,192 | $5.83M | 0.07% | −272,856−80.0% | Reduced |
| Marshall Wace, LLP | 68,964 | $5.89M | 0.01% | +52,783+326.2% | Added |
| Edgestream Partners, L.P. | 69,138 | $5.91M | 0.29% | +58,639+558.5% | Added |
| Asset Management One Co.,Ltd. | 70,870 | $6.06M | 0.02% | −1,505−2.1% | Reduced |
| Umb Bank N A | 71,063 | $6.07M | 0.10% | −1,424−2.0% | Reduced |
| Nordea Investment Management AB | 72,832 | $6.24M | 0.01% | +2,408+3.4% | Added |
| Swiss Life Asset Management Ltd | 73,427 | $6.27M | 0.09% | −13,528−15.6% | Reduced |
| Great Lakes Advisors, LLC | 75,029 | $6.41M | 0.05% | +60,131+403.6% | Added |
| Royal London Asset Management Ltd | 75,950 | $6.49M | 0.02% | +2,075+2.8% | Added |
| Teachers Retirement System of the State of Kentucky | 77,215 | $6.60M | 0.06% | +63,012+443.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 81,423 | $6.96M | 0.02% | −6,552−7.4% | Reduced |
| Jefferies Financial Group Inc. | 81,600 | $6.97M | 0.14% | +81,600 | New |
| Wealth Enhancement Advisory Services, LLC | 82,271 | $7.03M | 0.02% | −8,812−9.7% | Reduced |
| Brandywine Global Investment Management, LLC | 82,504 | $7.05M | 0.05% | −900−1.1% | Reduced |
| State of New Jersey Common Pension Fund D | 83,822 | $7.16M | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 83,990 | $7.18M | 0.03% | +6,112+7.8% | Added |
| Mairs & Power Inc | 91,412 | $7.81M | 0.08% | −2,669−2.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 91,541 | $7.82M | 0.03% | −797−0.9% | Reduced |
| Treasurer of the State of North Carolina | 92,826 | $7.93M | 0.03% | +17,735+23.6% | Added |
| State of Wisconsin Investment Board | 94,719 | $8.09M | 0.02% | +8,084+9.3% | Added |
| Busey Wealth Management | 95,897 | $8.19M | 0.29% | −2,708−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 96,170 | $8.22M | 0.02% | −104,282−52.0% | Reduced |
| Manufacturers Life Insurance Company, The | 97,304 | $8.31M | 0.01% | −14,957−13.3% | Reduced |
| Warren Averett Asset Management, LLC | 98,734 | $8.44M | 0.20% | +98,734 | New |
| Adage Capital Partners GP, L.L.C. | 99,202 | $8.48M | 0.02% | −310,089−75.8% | Reduced |
| Lighthouse Investment Partners, LLC | 100,000 | $8.54M | 0.50% | +100,000 | New |
| Gotham Asset Management, LLC | 100,199 | $8.56M | 0.13% | −84,137−45.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 104,510 | $8.93M | 0.02% | −2,373−2.2% | Reduced |