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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, Q3 2024

Institutional positions in PENTAIR plc as of Sep 30, 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
674
+40 vs. Q2 2024
Shares held
149.8M
+11.6M (+8.4%) vs. Q2 2024
Total value
$14.6B
+$4.05B (+38.2%) vs. Q2 2024
New holders
97
214 more added
Sold out
57
251 more reduced

6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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.

Institutional holdersQ3 2024: 674 institutions
Q1 2021: 522 institutionsQ2 2021: 525 institutionsQ3 2021: 559 institutionsQ4 2021: 604 institutionsQ1 2022: 558 institutionsQ2 2022: 515 institutionsQ3 2022: 494 institutionsQ4 2022: 507 institutionsQ1 2023: 531 institutionsQ2 2023: 554 institutionsQ3 2023: 585 institutionsQ4 2023: 613 institutionsQ1 2024: 637 institutionsQ2 2024: 640 institutionsQ3 2024: 674 institutionsQ4 2024: 718 institutionsQ1 2025: 728 institutionsQ2 2025: 742 institutionsQ3 2025: 767 institutionsQ4 2025: 787 institutionsQ1 2026: 742 institutionsQ2 2026: 730 institutions
Value heldQ3 2024: $14.6B
Q1 2021: $9.27BQ2 2021: $10.1BQ3 2021: $10.9BQ4 2021: $10.7BQ1 2022: $8.04BQ2 2022: $6.57BQ3 2022: $6.13BQ4 2022: $6.80BQ1 2023: $8.27BQ2 2023: $9.51BQ3 2023: $9.55BQ4 2023: $11.1BQ1 2024: $13.0BQ2 2024: $11.8BQ3 2024: $14.6BQ4 2024: $15.1BQ1 2025: $13.1BQ2 2025: $15.3BQ3 2025: $16.9BQ4 2025: $16.0BQ1 2026: $13.3BQ2 2026: $11.7B
Institutions holding PNR and their total value by quarter
QuarterHoldersValue
Q2 2026730$11.7B
Q1 2026742$13.3B
Q4 2025787$16.0B
Q3 2025767$16.9B
Q2 2025742$15.3B
Q1 2025728$13.1B
Q4 2024718$15.1B
Q3 2024674$14.6B
Q2 2024640$11.8B
Q1 2024637$13.0B
Q4 2023613$11.1B
Q3 2023585$9.55B
Q2 2023554$9.51B
Q1 2023531$8.27B
Q4 2022507$6.80B
Q3 2022494$6.13B
Q2 2022515$6.57B
Q1 2022558$8.04B
Q4 2021604$10.7B
Q3 2021559$10.9B
Q2 2021525$10.1B
Q1 2021522$9.27B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q2 2024.

Institutions holding PNR in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Jump Financial, LLC15,518$1.52M0.03%+15,518New
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group15,787$1.54M0.66%−930−5.6%Reduced
Principal Securities, Inc.16,036$1.57M0.04%+4,330+37.0%Added
Raymond James Financial Services Advisors, Inc.16,075$1.57M0.00%−17,752−52.5%Reduced
Ossiam16,720$1.64M0.03%−7,256−30.3%Reduced
Canada Pension Plan Investment Board16,724$1.64M0.00%−600−3.5%Reduced
Creative Planning17,180$1.68M0.00%+1,519+9.7%Added
Zurich Insurance Group Ltd17,400$1.70M0.01%00.0%Unchanged
Public Employees Retirement Association of Colorado17,978$1.76M0.01%00.0%Unchanged
Truist Financial Corp18,008$1.76M0.00%−1,280−6.6%Reduced
American Century Companies Inc18,111$1.77M0.00%+2,391+15.2%Added
Simplex Trading, LLC18,438$1.80M0.06%+18,438New
Ethic Inc.21,342$1.82M0.05%−238−1.1%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd18,985$1.86M0.02%00.0%Unchanged
JustInvest LLC19,160$1.87M0.03%+1,775+10.2%Added
State of Alaska, Department of Revenue19,235$1.88M0.02%+1,300+7.2%Added
Quantinno Capital Management LP19,297$1.89M0.02%+7,546+64.2%Added
CIBC Asset Management Inc19,329$1.89M0.01%+1,640+9.3%Added
D.A. Davidson & Co.19,392$1.90M0.02%+60+0.3%Added
Park Avenue Securities LLC19,404$1.90M0.02%+3,667+23.3%Added
Savant Capital, LLC19,449$1.90M0.02%+224+1.2%Added
Lifeworks Advisors, LLC19,476$1.90M0.37%−1,011−4.9%Reduced
Macquarie Group Ltd19,557$1.91M0.00%+3,999+25.7%Added
Pathstone Holdings, LLC19,881$1.94M0.01%+6,391+47.4%Added
Neuberger Berman Group LLC20,099$1.97M0.00%+326+1.6%Added
Loudon Investment Management, LLC20,382$1.99M1.09%00.0%Unchanged
Mutual of America Capital Management LLC20,384$1.99M0.02%−561−2.7%Reduced
STRS Ohio20,653$2.02M0.01%−3,278−13.7%Reduced
Taika Capital, LP21,121$2.07M1.56%−25,969−55.1%Reduced
Outfitter Financial LLC21,845$2.14M1.76%−1,100−4.8%Reduced
Mirae Asset Global Investments Co., Ltd.22,039$2.14M0.01%+3,671+20.0%Added
Ancora Advisors, LLC21,910$2.14M0.05%+21,910New
ING Groep NV22,134$2.16M0.01%−207−0.9%Reduced
Dai-Ichi Life Insurance Company, Ltd22,260$2.18M0.06%−13,000−36.9%Reduced
Xponance, Inc.22,453$2.20M0.02%+598+2.7%Added
CIBC World Markets Corp22,535$2.20M0.02%+1,221+5.7%Added
Federation des caisses Desjardins du Quebec22,608$2.21M0.01%+3,067+15.7%Added
Janus Henderson Group PLC23,004$2.25M0.00%−1,500−6.1%Reduced
Marshall Wace, LLP23,031$2.25M0.00%+16,739+266.0%Added
Weiss Asset Management LP23,054$2.25M0.06%+23,054New
Engineers Gate Manager LP23,327$2.28M0.04%−8,489−26.7%Reduced
Atria Investments LLC23,736$2.32M0.03%−236−1.0%Reduced
Lombard Odier Asset Management (Europe) Ltd23,786$2.33M0.11%−6,478−21.4%Reduced
CFS Investment Advisory Services, LLC24,398$2.39M0.20%−233−0.9%Reduced
Crestline Management, LP24,654$2.41M0.14%+24,654New
Advisors Asset Management, Inc.25,002$2.44M0.04%+10,284+69.9%Added
CI Private Wealth, LLC26,032$2.55M0.00%+5,151+24.7%Added
Quantbot Technologies LP26,314$2.57M0.10%+26,314New
Utah Retirement Systems27,273$2.67M0.03%00.0%Unchanged
Jane Street Group, LLC27,654$2.70M0.00%−42,282−60.5%Reduced
British Columbia Investment Management Corp27,697$2.71M0.02%−3,967−12.5%Reduced
Van Eck Associates Corp27,726$2.72M0.00%+2,750+11.0%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund28,130$2.75M0.03%+28,130New
Azzad Asset Management Inc29,733$2.91M0.33%−1,929−6.1%Reduced
Intech Investment Management LLC29,944$2.93M0.03%−12,428−29.3%Reduced
Zimmer Partners, LP30,000$2.93M0.05%−105,000−77.8%Reduced
First Citizens Bank & Trust Co31,449$3.08M0.07%−3,573−10.2%Reduced
Commonwealth Equity Services, LLC32,034$3.13M0.00%−635−1.9%Reduced
Cerity Partners LLC32,160$3.14M0.01%+18,196+130.3%Added
Franklin Resources Inc32,249$3.19M0.00%+1,093+3.5%Added
Metis Global Partners, LLC32,598$3.19M0.10%−120−0.4%Reduced
TownSquare Capital, LLC32,813$3.21M0.04%+2,484+8.2%Added
M&T Bank Corp33,132$3.24M0.01%+734+2.3%Added
Amalgamated Bank33,586$3.28M0.03%−136−0.4%Reduced
Czech National Bank33,713$3.30M0.03%+2,076+6.6%Added
Uncommon Cents Investing LLC34,032$3.33M0.94%−460−1.3%Reduced
HRT Financial LP34,153$3.34M0.02%+34,153New
National Pension Service35,886$3.51M0.00%+35,885+3,588,500.0%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys36,027$3.52M0.02%−441−1.2%Reduced
Edgestream Partners, L.P.36,051$3.53M0.16%+36,051New
Retirement Systems of Alabama36,186$3.54M0.01%−438−1.2%Reduced
PDT Partners, LLC36,349$3.55M0.31%−4,444−10.9%Reduced
Kempen Capital Management N.V.36,516$3.57M0.04%−960−2.6%Reduced
USS Investment Management Ltd36,713$3.59M0.03%−1,074−2.8%Reduced
Captrust Financial Advisors38,609$3.78M0.01%+3,129+8.8%Added
The PNC Financial Services Group, Inc.38,620$3.78M0.00%+1,276+3.4%Added
Credit Agricole S A38,771$3.79M0.02%+2,276+6.2%Added
ABN AMRO Bank N.V.39,088$3.80M0.05%−1,023−2.6%Reduced
Nissay Asset Management Corp39,579$3.87M0.02%−7,525−16.0%Reduced
Mountain Pacific Investment Advisers Inc40,432$3.95M0.27%−730−1.8%Reduced
Mariner, LLC40,460$3.96M0.01%+1,088+2.8%Added
Compass Wealth Management LLC40,585$3.97M0.93%−5,408−11.8%Reduced
Handelsbanken Fonder AB40,900$4.00M0.02%+7,300+21.7%Added
Holocene Advisors, LP40,955$4.00M0.02%+40,955New
Envestnet Portfolio Solutions, Inc.41,135$4.02M0.01%−3,113−7.0%Reduced
Mesirow Institutional Investment Management, Inc.41,436$4.05M0.31%−6,424−13.4%Reduced
New York Life Investment Management LLC41,599$4.07M0.04%−1,893−4.4%Reduced
Corebridge Financial, Inc.41,840$4.09M0.02%−1,546−3.6%Reduced
MetLife Investment Management43,023$4.21M0.02%−1,241−2.8%Reduced
Achmea Investment Management B.V.44,147$4.32M0.07%00.0%Unchanged
Kinneret Advisory, LLC44,419$4.34M0.40%−582−1.3%Reduced
SG Capital Management LLC44,546$4.36M0.63%−335,994−88.3%Reduced
State of Michigan Retirement System45,064$4.41M0.02%−400−0.9%Reduced
TD Asset Management Inc45,445$4.41M0.00%−369−0.8%Reduced
Bank Julius Baer & Co. Ltd, Zurich58,573$4.51M0.02%+78+0.1%Added
Eagle Asset Management Inc43,920$4.58M0.02%+16,280+58.9%Added
Oppenheimer & Co Inc46,977$4.59M0.07%+34+0.1%Added
Arizona State Retirement System47,566$4.65M0.03%+2,149+4.7%Added
Baird Financial Group, Inc.47,971$4.69M0.01%−1,712−3.4%Reduced
HighTower Advisors, LLC48,035$4.69M0.01%+1,774+3.8%Added