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 |
|---|---|---|---|---|---|
| Standard Life Aberdeen plc | 682,207 | $58.3M | 0.11% | +39,817+6.2% | Added |
| Bank of America Corp | 721,090 | $61.6M | 0.01% | +313,595+77.0% | Added |
| Credit Suisse AG | 744,086 | $63.6M | 0.06% | −88,249−10.6% | Reduced |
| Woodline Partners LP | 872,550 | $74.6M | 0.69% | +86,285+11.0% | Added |
| First Trust Advisors LP | 900,964 | $77.0M | 0.08% | +42,352+4.9% | Added |
| Southpoint Capital Advisors LP | 1,000,000 | $85.4M | 1.69% | +500,000+100.0% | Added |
| Massachusetts Financial Services Co | 1,086,037 | $92.8M | 0.03% | +1,086,037 | New |
| Swedbank AB | 1,136,271 | $97.1M | 0.14% | +1,015,085+837.6% | Added |
| KBC Group NV | 1,190,849 | $101.7M | 0.32% | −2000.0% | Reduced |
| Deutsche Bank AG | 1,212,492 | $103.6M | 0.05% | +49,519+4.3% | Added |
| Robeco Schweiz AG | 1,277,743 | $109.2M | 1.91% | −135,855−9.6% | Reduced |
| Clark Capital Management Group, Inc. | 1,323,770 | $113.1M | 0.84% | −181,304−12.0% | Reduced |
| JPMorgan Chase & Co | 1,330,568 | $113.7M | 0.01% | +583,077+78.0% | Added |
| Nomura Asset Management Co Ltd | 1,342,557 | $114.4M | 0.42% | +547,104+68.8% | Added |
| Legal & General Group Plc | 1,364,268 | $116.6M | 0.03% | +71,578+5.5% | Added |
| Bank of New York Mellon Corp | 1,375,965 | $117.6M | 0.02% | +266,893+24.1% | Added |
| Charles Schwab Investment Management Inc | 1,393,874 | $119.1M | 0.03% | +16,088+1.2% | Added |
| Allianz Asset Management GmbH | 1,476,636 | $126.2M | 0.21% | −22,380−1.5% | Reduced |
| Gates Capital Management, Inc. | 1,504,280 | $128.5M | 3.78% | −37,273−2.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,533,823 | $131.0M | 0.30% | +351,074+29.7% | Added |
| DekaBank Deutsche Girozentrale | 1,577,208 | $134.7M | 0.25% | +1,228,635+352.5% | Added |
| Northern Trust Corp | 1,585,690 | $135.5M | 0.02% | −56,687−3.5% | Reduced |
| Kodai Capital Management LP | 2,105,008 | $179.9M | 4.20% | −278,152−11.7% | Reduced |
| ProShare Advisors LLC | 2,440,092 | $208.5M | 0.55% | −243,373−9.1% | Reduced |
| UBS Asset Management Americas Inc | 2,622,917 | $224.1M | 0.08% | +515,938+24.5% | Added |
| Dimensional Fund Advisors LP | 2,673,931 | $228.5M | 0.06% | −222,846−7.7% | Reduced |
| Millennium Management LLC | 2,923,866 | $249.8M | 0.21% | −102,349−3.4% | Reduced |
| Morgan Stanley | 3,377,553 | $288.6M | 0.02% | −353,200−9.5% | Reduced |
| Invesco Ltd. | 3,722,241 | $318.0M | 0.07% | −582,124−13.5% | Reduced |
| Geode Capital Management, LLC | 3,862,305 | $329.2M | 0.03% | +102,339+2.7% | Added |
| Amundi | 4,607,793 | $372.1M | 0.16% | −545,167−10.6% | Reduced |
| Pictet Asset Management Holding SA | 4,680,191 | $399.9M | 0.44% | −151,920−3.1% | Reduced |
| FMR LLC | 4,968,611 | $424.5M | 0.03% | +491,021+11.0% | Added |
| State Street Corp | 8,646,516 | $738.8M | 0.03% | −550,295−6.0% | Reduced |
| Impax Asset Management Group plc | 9,235,762 | $787.7M | 3.01% | −661,717−6.7% | Reduced |
| BlackRock Inc. | 15,840,896 | $1.35B | 0.03% | −807,830−4.9% | Reduced |
| Vanguard Group Inc | 19,952,378 | $1.70B | 0.03% | +35,627+0.2% | Added |
| Sasco Capital Inc | 0 | $0 | 0.00% | −255,760−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −142,200−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −83,955−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −55,263−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −47,273−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −24,693−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −22,483−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −21,034−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −12,663−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −12,635−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −11,873−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,271−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −10,872−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −9,821−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −5,783−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −5,132−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,317−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −4,290−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −4,225−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −4,145−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −4,096−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −4,057−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −3,903−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,524−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,273−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −3,209−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,143−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −3,106−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −753−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Able Wealth Management LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| StrategIQ Financial Group, LLC | – | – | – | – | Not filed |
| Focus Financial Network Inc | – | – | – | – | Not filed |
| BDL Capital Management | – | – | – | – | Not filed |
| Alan B. Lancz & Associates, Inc. | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |