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 |
|---|---|---|---|---|---|
| Calamos Advisors LLC | 178,188 | $15.2M | 0.07% | −4,482−2.5% | Reduced |
| Hudson Bay Capital Management LP | 176,715 | $15.1M | 0.13% | +52,000+41.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 174,311 | $14.9M | 0.02% | +12,689+7.9% | Added |
| Bank of Montreal | 172,003 | $14.7M | 0.01% | −590,659−77.4% | Reduced |
| Wellington Management Group LLP | 171,264 | $14.6M | 0.00% | −50,335−22.7% | Reduced |
| Janney Montgomery Scott LLC | 166,098 | $14.2M | 0.04% | −27,471−14.2% | Reduced |
| New York State Teachers Retirement System | 163,836 | $14.0M | 0.03% | +9,207+6.0% | Added |
| Two Sigma Investments, LP | 159,210 | $13.6M | 0.03% | +128,010+410.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 159,072 | $13.6M | 0.05% | +12,000+8.2% | Added |
| J. Goldman & Co LP | 153,839 | $13.1M | 0.59% | −124,136−44.7% | Reduced |
| Biechele Royce Advisors | 151,952 | $13.0M | 4.31% | −3,814−2.4% | Reduced |
| US Bancorp | 150,272 | $12.8M | 0.02% | −40,426−21.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 149,922 | $12.8M | 0.01% | +118,578+378.3% | Added |
| ING Groep NV | 147,651 | $12.6M | 0.09% | +125,021+552.5% | Added |
| Mizuho Markets Americas LLC | 145,540 | $12.4M | 0.34% | +69,517+91.4% | Added |
| Prospector Partners LLC | 144,220 | $12.3M | 1.43% | −44,645−23.6% | Reduced |
| New York State Common Retirement Fund | 139,259 | $11.9M | 0.02% | −13,491−8.8% | Reduced |
| Zimmer Partners, LP | 137,750 | $11.8M | 0.26% | +137,750 | New |
| Yousif Capital Management, LLC | 136,766 | $11.7M | 0.13% | −11,758−7.9% | Reduced |
| Perpetual Ltd | 135,197 | $11.6M | 0.11% | +11,807+9.6% | Added |
| D. E. Shaw & Co., Inc. | 134,856 | $11.5M | 0.01% | −156,748−53.8% | Reduced |
| Fisher Asset Management, LLC | 134,014 | $11.5M | 0.01% | +7,577+6.0% | Added |
| Voya Investment Management LLC | 131,197 | $11.2M | 0.01% | −59,453−31.2% | Reduced |
| Federated Hermes, Inc. | 126,974 | $10.8M | 0.02% | −84,277−39.9% | Reduced |
| Waratah Capital Advisors Ltd. | 126,326 | $10.8M | 0.55% | +60,664+92.4% | Added |
| State of Tennessee, Treasury Department | 124,599 | $10.6M | 0.04% | +62,936+102.1% | Added |
| Gateway Investment Advisers LLC | 121,887 | $10.4M | 0.12% | −240.0% | Reduced |
| State Board of Administration of Florida Retirement System | 185,155 | $10.2M | 0.02% | +8,966+5.1% | Added |
| Forsta Ap-Fonden | 116,900 | $9.99M | 0.08% | +76,100+186.5% | Added |
| Castleark Management LLC | 114,040 | $9.74M | 0.41% | −15,380−11.9% | Reduced |
| Pinnbrook Capital Management LP | 113,720 | $9.72M | 1.68% | −25,684−18.4% | Reduced |
| Toronto Dominion Bank | 113,353 | $9.68M | 0.02% | +2,029+1.8% | Added |
| Palisade Asset Management, LLC | 113,093 | $9.66M | 0.94% | +100,000+763.8% | Added |
| Gabelli Funds LLC | 112,500 | $9.61M | 0.07% | −500−0.4% | Reduced |
| Natixis Advisors, L.P. | 109,077 | $9.32M | 0.02% | +44,928+70.0% | Added |
| Sienna Gestion | 107,724 | $9.20M | 0.84% | +107,724 | New |
| Great West Life Assurance Co | 104,945 | $8.97M | 0.02% | −3,159−2.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 104,510 | $8.93M | 0.02% | −2,373−2.2% | Reduced |
| Gotham Asset Management, LLC | 100,199 | $8.56M | 0.13% | −84,137−45.6% | Reduced |
| Lighthouse Investment Partners, LLC | 100,000 | $8.54M | 0.50% | +100,000 | New |
| Adage Capital Partners GP, L.L.C. | 99,202 | $8.48M | 0.02% | −310,089−75.8% | Reduced |
| Warren Averett Asset Management, LLC | 98,734 | $8.44M | 0.20% | +98,734 | New |
| Manufacturers Life Insurance Company, The | 97,304 | $8.31M | 0.01% | −14,957−13.3% | Reduced |
| Advisor Group Holdings, Inc. | 96,170 | $8.22M | 0.02% | −104,282−52.0% | Reduced |
| Busey Wealth Management | 95,897 | $8.19M | 0.29% | −2,708−2.7% | Reduced |
| State of Wisconsin Investment Board | 94,719 | $8.09M | 0.02% | +8,084+9.3% | Added |
| Treasurer of the State of North Carolina | 92,826 | $7.93M | 0.03% | +17,735+23.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 91,541 | $7.82M | 0.03% | −797−0.9% | Reduced |
| Mairs & Power Inc | 91,412 | $7.81M | 0.08% | −2,669−2.8% | Reduced |
| Cresset Asset Management, LLC | 83,990 | $7.18M | 0.03% | +6,112+7.8% | Added |
| State of New Jersey Common Pension Fund D | 83,822 | $7.16M | 0.02% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 82,504 | $7.05M | 0.05% | −900−1.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 82,271 | $7.03M | 0.02% | −8,812−9.7% | Reduced |
| Jefferies Financial Group Inc. | 81,600 | $6.97M | 0.14% | +81,600 | New |
| Mitsubishi UFJ Trust & Banking Corp | 81,423 | $6.96M | 0.02% | −6,552−7.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 77,215 | $6.60M | 0.06% | +63,012+443.7% | Added |
| Royal London Asset Management Ltd | 75,950 | $6.49M | 0.02% | +2,075+2.8% | Added |
| Great Lakes Advisors, LLC | 75,029 | $6.41M | 0.05% | +60,131+403.6% | Added |
| Swiss Life Asset Management Ltd | 73,427 | $6.27M | 0.09% | −13,528−15.6% | Reduced |
| Nordea Investment Management AB | 72,832 | $6.24M | 0.01% | +2,408+3.4% | Added |
| Umb Bank N A | 71,063 | $6.07M | 0.10% | −1,424−2.0% | Reduced |
| Asset Management One Co.,Ltd. | 70,870 | $6.06M | 0.02% | −1,505−2.1% | Reduced |
| Edgestream Partners, L.P. | 69,138 | $5.91M | 0.29% | +58,639+558.5% | Added |
| Marshall Wace, LLP | 68,964 | $5.89M | 0.01% | +52,783+326.2% | Added |
| ExodusPoint Capital Management, LP | 68,192 | $5.83M | 0.07% | −272,856−80.0% | Reduced |
| Raymond James & Associates | 67,698 | $5.78M | 0.00% | +10,771+18.9% | Added |
| Taika Capital, LP | 67,320 | $5.75M | 2.98% | +53,320+380.9% | Added |
| Mn Services Vermogensbeheer B.V. | 66,800 | $5.71M | 0.04% | −8,800−11.6% | Reduced |
| Dakota Wealth Management | 62,513 | $5.34M | 0.13% | −4,028−6.1% | Reduced |
| SEI Investments Co | 62,271 | $5.32M | 0.01% | −946−1.5% | Reduced |
| Two Sigma Advisers, LP | 61,900 | $5.29M | 0.01% | +16,600+36.6% | Added |
| Nisa Investment Advisors, LLC | 60,033 | $5.13M | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 59,690 | $5.10M | 0.01% | −825−1.4% | Reduced |
| LPL Financial LLC | 59,641 | $5.10M | 0.00% | −3,176−5.1% | Reduced |
| Susquehanna International Group, LLP | 59,380 | $5.07M | 0.01% | −50,090−45.8% | Reduced |
| DnB Asset Management AS | 59,202 | $5.06M | 0.03% | +2,615+4.6% | Added |
| Ensign Peak Advisors, Inc | 56,348 | $4.81M | 0.01% | −25,917−31.5% | Reduced |
| Oppenheimer & Co Inc | 55,575 | $4.75M | 0.08% | −1,287−2.3% | Reduced |
| Focus Financial Network, Inc. | 59,407 | $4.66M | 0.23% | +59,407 | New |
| Prudential Financial Inc | 53,352 | $4.56M | 0.01% | −1,276−2.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 58,573 | $4.51M | 0.02% | −426−0.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 52,013 | $4.44M | 0.02% | +5,633+12.1% | Added |
| McDonald Partners LLC | 51,868 | $4.43M | 1.22% | +725+1.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 51,839 | $4.43M | 0.19% | −84,391−61.9% | Reduced |
| Nissay Asset Management Corp | 51,682 | $4.42M | 0.03% | +287+0.6% | Added |
| Cetera Investment Advisers | 50,653 | $4.33M | 0.01% | +34,959+222.8% | Added |
| Baird Financial Group, Inc. | 49,339 | $4.22M | 0.01% | +385+0.8% | Added |
| Mesirow Institutional Investment Management, Inc. | 48,548 | $4.15M | 0.37% | −90.0% | Reduced |
| Prudential PLC | 46,674 | $3.99M | 0.03% | +37,969+436.2% | Added |
| Compass Wealth Management LLC | 46,667 | $3.99M | 1.00% | −1,188−2.5% | Reduced |
| Arizona State Retirement System | 45,465 | $3.88M | 0.03% | +86+0.2% | Added |
| State of Michigan Retirement System | 45,264 | $3.87M | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 45,087 | $3.85M | 0.01% | −1,028−2.2% | Reduced |
| TD Asset Management Inc | 44,759 | $3.82M | 0.00% | +408+0.9% | Added |
| Brown Advisory Inc | 44,674 | $3.82M | 0.01% | +44,674 | New |
| American International Group, Inc. | 44,341 | $3.79M | 0.01% | −379−0.8% | Reduced |
| Achmea Investment Management B.V. | 44,147 | $3.77M | 0.07% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 43,074 | $3.68M | 0.07% | +5,478+14.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 42,568 | $3.64M | 0.01% | +2,568+6.4% | Added |
| ABN AMRO Bank N.V. | 41,994 | $3.59M | 0.05% | −12,628−23.1% | Reduced |