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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 104,945 | $8.97M | 0.02% | −3,159−2.9% | Reduced |
| Sienna Gestion | 107,724 | $9.20M | 0.84% | +107,724 | New |
| Natixis Advisors, L.P. | 109,077 | $9.32M | 0.02% | +44,928+70.0% | Added |
| Gabelli Funds LLC | 112,500 | $9.61M | 0.07% | −500−0.4% | Reduced |
| Palisade Asset Management, LLC | 113,093 | $9.66M | 0.94% | +100,000+763.8% | Added |
| Toronto Dominion Bank | 113,353 | $9.68M | 0.02% | +2,029+1.8% | Added |
| Pinnbrook Capital Management LP | 113,720 | $9.72M | 1.68% | −25,684−18.4% | Reduced |
| Castleark Management LLC | 114,040 | $9.74M | 0.41% | −15,380−11.9% | Reduced |
| Forsta Ap-Fonden | 116,900 | $9.99M | 0.08% | +76,100+186.5% | Added |
| State Board of Administration of Florida Retirement System | 185,155 | $10.2M | 0.02% | +8,966+5.1% | Added |
| Gateway Investment Advisers LLC | 121,887 | $10.4M | 0.12% | −240.0% | Reduced |
| State of Tennessee, Treasury Department | 124,599 | $10.6M | 0.04% | +62,936+102.1% | Added |
| Waratah Capital Advisors Ltd. | 126,326 | $10.8M | 0.55% | +60,664+92.4% | Added |
| Federated Hermes, Inc. | 126,974 | $10.8M | 0.02% | −84,277−39.9% | Reduced |
| Voya Investment Management LLC | 131,197 | $11.2M | 0.01% | −59,453−31.2% | Reduced |
| Fisher Asset Management, LLC | 134,014 | $11.5M | 0.01% | +7,577+6.0% | Added |
| D. E. Shaw & Co., Inc. | 134,856 | $11.5M | 0.01% | −156,748−53.8% | Reduced |
| Perpetual Ltd | 135,197 | $11.6M | 0.11% | +11,807+9.6% | Added |
| Yousif Capital Management, LLC | 136,766 | $11.7M | 0.13% | −11,758−7.9% | Reduced |
| Zimmer Partners, LP | 137,750 | $11.8M | 0.26% | +137,750 | New |
| New York State Common Retirement Fund | 139,259 | $11.9M | 0.02% | −13,491−8.8% | Reduced |
| Prospector Partners LLC | 144,220 | $12.3M | 1.43% | −44,645−23.6% | Reduced |
| Mizuho Markets Americas LLC | 145,540 | $12.4M | 0.34% | +69,517+91.4% | Added |
| ING Groep NV | 147,651 | $12.6M | 0.09% | +125,021+552.5% | Added |
| Arrowstreet Capital, Limited Partnership | 149,922 | $12.8M | 0.01% | +118,578+378.3% | Added |
| US Bancorp | 150,272 | $12.8M | 0.02% | −40,426−21.2% | Reduced |
| Biechele Royce Advisors | 151,952 | $13.0M | 4.31% | −3,814−2.4% | Reduced |
| J. Goldman & Co LP | 153,839 | $13.1M | 0.59% | −124,136−44.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 159,072 | $13.6M | 0.05% | +12,000+8.2% | Added |
| Two Sigma Investments, LP | 159,210 | $13.6M | 0.03% | +128,010+410.3% | Added |
| New York State Teachers Retirement System | 163,836 | $14.0M | 0.03% | +9,207+6.0% | Added |
| Janney Montgomery Scott LLC | 166,098 | $14.2M | 0.04% | −27,471−14.2% | Reduced |
| Wellington Management Group LLP | 171,264 | $14.6M | 0.00% | −50,335−22.7% | Reduced |
| Bank of Montreal | 172,003 | $14.7M | 0.01% | −590,659−77.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 174,311 | $14.9M | 0.02% | +12,689+7.9% | Added |
| Hudson Bay Capital Management LP | 176,715 | $15.1M | 0.13% | +52,000+41.7% | Added |
| Calamos Advisors LLC | 178,188 | $15.2M | 0.07% | −4,482−2.5% | Reduced |
| Teacher Retirement System of Texas | 184,048 | $15.7M | 0.10% | +62,339+51.2% | Added |
| Royal Bank of Canada | 185,350 | $15.8M | 0.00% | −67,978−26.8% | Reduced |
| CIBC Private Wealth Group, LLC | 195,682 | $16.5M | 0.03% | +364+0.2% | Added |
| Principal Financial Group Inc | 197,478 | $16.9M | 0.01% | +8,808+4.7% | Added |
| Alliancebernstein L.P. | 197,750 | $16.9M | 0.01% | −24,442−11.0% | Reduced |
| Thematics Asset Management | 198,737 | $17.0M | 0.71% | −22,000−10.0% | Reduced |
| Assenagon Asset Management S.A. | 199,482 | $17.0M | 0.05% | −173,600−46.5% | Reduced |
| UBS Oconnor LLC | 200,800 | $17.2M | 0.49% | +89,200+79.9% | Added |
| Citigroup Inc | 210,797 | $18.0M | 0.02% | +3,014+1.5% | Added |
| Price T Rowe Associates Inc | 217,771 | $18.6M | 0.00% | +432+0.2% | Added |
| Schroder Investment Management Group | 220,619 | $18.8M | 0.02% | +7,544+3.5% | Added |
| Vontobel Holding Ltd. | 225,972 | $19.3M | 0.15% | −9,498−4.0% | Reduced |
| Man Group plc | 237,502 | $20.3M | 0.05% | +12,408+5.5% | Added |
| Storebrand Asset Management AS | 240,222 | $20.5M | 0.07% | −27,031−10.1% | Reduced |
| Balyasny Asset Management LLC | 242,571 | $20.7M | 0.05% | −1,414,979−85.4% | Reduced |
| Interval Partners, LP | 245,864 | $21.0M | 0.79% | +3,918+1.6% | Added |
| Norges Bank | 246,222 | $21.0M | 0.00% | +120,008+95.1% | Added |
| HSBC Holdings PLC | 251,028 | $21.4M | 0.02% | +131,978+110.9% | Added |
| Wells Fargo & Company | 257,081 | $22.0M | 0.01% | +12,690+5.2% | Added |
| California State Teachers Retirement System | 260,531 | $22.3M | 0.03% | +977+0.4% | Added |
| Envestnet Asset Management Inc | 264,269 | $22.6M | 0.01% | −10,656−3.9% | Reduced |
| BNP Paribas Arbitrage, SA | 266,288 | $22.8M | 0.03% | +157,466+144.7% | Added |
| Stifel Financial Corp | 267,956 | $22.9M | 0.03% | +5,748+2.2% | Added |
| Korea Investment CORP | 272,132 | $23.3M | 0.06% | +67,734+33.1% | Added |
| Adams Diversified Equity Fund, Inc. | 272,900 | $23.3M | 0.83% | +272,900 | New |
| Verition Fund Management LLC | 276,917 | $23.7M | 0.23% | +189,100+215.3% | Added |
| Thrivent Financial for Lutherans | 278,217 | $23.8M | 0.05% | −104,779−27.4% | Reduced |
| Danske Bank A/S | 282,951 | $24.2M | 0.08% | +282,951 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 285,234 | $24.4M | 0.03% | +28,423+11.1% | Added |
| Scopus Asset Management, L.P. | 287,200 | $24.5M | 0.80% | +9,200+3.3% | Added |
| California Public Employees Retirement System | 313,810 | $26.8M | 0.02% | −8,449−2.6% | Reduced |
| Eventide Asset Management, LLC | 316,798 | $27.1M | 0.42% | −37,343−10.5% | Reduced |
| Ameriprise Financial Inc | 326,393 | $27.9M | 0.01% | +1,675+0.5% | Added |
| Russell Investments Group, Ltd. | 336,361 | $28.7M | 0.05% | +1,748+0.5% | Added |
| PGGM Investments | 336,666 | $28.8M | 0.42% | −56,909−14.5% | Reduced |
| Aviva PLC | 339,727 | $29.0M | 0.10% | +34,329+11.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 346,632 | $29.6M | 0.08% | −184,222−34.7% | Reduced |
| Rhumbline Advisers | 347,041 | $29.7M | 0.03% | −8,522−2.4% | Reduced |
| Duff & Phelps Investment Management Co | 357,719 | $30.6M | 0.37% | +207,819+138.6% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 362,276 | $31.0M | 1.89% | −3,511−1.0% | Reduced |
| Polar Asset Management Partners Inc. | 364,900 | $31.2M | 0.83% | −19,800−5.1% | Reduced |
| Zuckerman Investment Group, LLC | 368,448 | $31.5M | 3.57% | +6,932+1.9% | Added |
| Northwest & Ethical Investments L.P. | 387,060 | $33.1M | 0.95% | −4,006−1.0% | Reduced |
| FIL Ltd | 407,935 | $34.9M | 0.03% | −14,330−3.4% | Reduced |
| Mountain Pacific Investment Advisers Inc | 411,168 | $35.1M | 1.96% | −4,770−1.1% | Reduced |
| Point72 Asset Management, L.P. | 412,338 | $35.2M | 0.10% | +412,338 | New |
| AXA S.A. | 444,698 | $38.0M | 0.11% | +175,417+65.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 451,655 | $38.6M | 0.03% | +4,861+1.1% | Added |
| AQR Capital Management LLC | 465,040 | $39.7M | 0.07% | +104,726+29.1% | Added |
| UBS Group AG | 473,405 | $40.4M | 0.01% | −5,856−1.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 476,730 | $40.7M | 0.14% | −1,898−0.4% | Reduced |
| Victory Capital Management Inc | 483,535 | $41.3M | 0.04% | +14,930+3.2% | Added |
| Swiss National Bank | 494,987 | $42.3M | 0.03% | −21,400−4.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 788,027 | $43.1M | 0.09% | −120,988−13.3% | Reduced |
| Barclays PLC | 506,492 | $43.3M | 0.02% | −98,248−16.2% | Reduced |
| CBOE Vest Financial, LLC | 521,716 | $44.6M | 1.18% | +71,114+15.8% | Added |
| Select Equity Group, L.P. | 526,069 | $44.9M | 0.16% | −1,368,007−72.2% | Reduced |
| AMF Pensionsforsakring AB | 527,808 | $45.1M | 0.34% | +527,808 | New |
| Schonfeld Strategic Advisors LLC | 541,471 | $46.3M | 0.36% | −42,390−7.3% | Reduced |
| Nuveen Asset Management, LLC | 585,253 | $50.0M | 0.01% | −140,941−19.4% | Reduced |
| SG Americas Securities, LLC | 601,171 | $51.4M | 0.26% | +470,662+360.6% | Added |
| Parnassus Investments | 610,373 | $52.2M | 0.11% | −710,608−53.8% | Reduced |
| Goldman Sachs Group Inc | 655,039 | $56.0M | 0.01% | −179,164−21.5% | Reduced |