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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 266,909 | $26.1M | 0.03% | −463−0.2% | Reduced |
| Eventide Asset Management, LLC | 267,538 | $26.2M | 0.45% | −50,581−15.9% | Reduced |
| Wells Fargo & Company | 281,084 | $27.5M | 0.01% | −42,562−13.2% | Reduced |
| Northwest & Ethical Investments L.P. | 296,388 | $29.0M | 0.77% | −56,867−16.1% | Reduced |
| California Public Employees Retirement System | 298,350 | $29.2M | 0.02% | −5,166−1.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 304,678 | $29.8M | 0.03% | −4,275−1.4% | Reduced |
| BNP Paribas Arbitrage, SA | 305,294 | $29.9M | 0.03% | +136,971+81.4% | Added |
| Adage Capital Partners GP, L.L.C. | 308,715 | $30.2M | 0.05% | +279,269+948.4% | Added |
| Duff & Phelps Investment Management Co | 309,212 | $30.2M | 0.35% | −48,507−13.6% | Reduced |
| Rhumbline Advisers | 319,106 | $31.2M | 0.03% | −20,042−5.9% | Reduced |
| Envestnet Asset Management Inc | 324,161 | $31.7M | 0.01% | +44,955+16.1% | Added |
| Ameriprise Financial Inc | 324,926 | $31.8M | 0.01% | +6,301+2.0% | Added |
| Russell Investments Group, Ltd. | 340,341 | $33.2M | 0.05% | +4,622+1.4% | Added |
| Norges Bank | 350,300 | $34.3M | 0.00% | −5,463−1.5% | Reduced |
| Zuckerman Investment Group, LLC | 359,528 | $35.2M | 3.61% | −9,089−2.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 363,997 | $35.6M | 2.03% | +3,144+0.9% | Added |
| Assenagon Asset Management S.A. | 380,658 | $37.2M | 0.08% | +184,003+93.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 420,887 | $41.2M | 0.03% | +6,943+1.7% | Added |
| Royal Bank of Canada | 420,940 | $41.2M | 0.01% | +203,442+93.5% | Added |
| Victory Capital Management Inc | 436,865 | $42.7M | 0.04% | −26,705−5.8% | Reduced |
| National Bank of Canada | 441,887 | $43.2M | 0.06% | +395,962+862.2% | Added |
| Aviva PLC | 447,033 | $43.7M | 0.11% | +23,293+5.5% | Added |
| Barclays PLC | 485,472 | $47.5M | 0.02% | +89,917+22.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 486,484 | $47.6M | 0.14% | −41,250−7.8% | Reduced |
| Balyasny Asset Management LLC | 488,569 | $47.8M | 0.12% | −728,674−59.9% | Reduced |
| Swiss National Bank | 492,787 | $48.2M | 0.03% | +3,300+0.7% | Added |
| FIL Ltd | 493,437 | $48.3M | 0.04% | −14,318−2.8% | Reduced |
| Nuveen Asset Management, LLC | 498,759 | $48.8M | 0.01% | −6,641−1.3% | Reduced |
| Woodline Partners LP | 505,174 | $49.4M | 0.42% | −112,974−18.3% | Reduced |
| Allianz Asset Management GmbH | 530,689 | $51.9M | 0.08% | −260,023−32.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 535,689 | $52.4M | 0.43% | −330,670−38.2% | Reduced |
| Parnassus Investments | 547,711 | $53.6M | 0.11% | −14,607−2.6% | Reduced |
| AXA S.A. | 569,143 | $55.7M | 0.16% | −25,270−4.3% | Reduced |
| UBS Group AG | 570,850 | $55.8M | 0.02% | +3,475+0.6% | Added |
| CBOE Vest Financial, LLC | 587,814 | $57.5M | 1.11% | +32,032+5.8% | Added |
| Goldman Sachs Group Inc | 699,056 | $68.4M | 0.01% | −83,738−10.7% | Reduced |
| Standard Life Aberdeen plc | 723,220 | $70.3M | 0.13% | +38,329+5.6% | Added |
| Bank of America Corp | 741,868 | $72.5M | 0.01% | +49,934+7.2% | Added |
| AQR Capital Management LLC | 779,339 | $75.3M | 0.10% | +106,469+15.8% | Added |
| JPMorgan Chase & Co | 840,814 | $82.2M | 0.01% | −436,787−34.2% | Reduced |
| Interval Partners, LP | 867,586 | $84.8M | 2.43% | −88,531−9.3% | Reduced |
| Bessemer Group Inc | 936,321 | $91.6M | 0.15% | +906,326+3,021.6% | Added |
| Bank of New York Mellon Corp | 1,002,634 | $98.0M | 0.02% | −47,755−4.5% | Reduced |
| First Trust Advisors LP | 1,027,966 | $100.5M | 0.10% | +108,389+11.8% | Added |
| Robeco Schweiz AG | 1,110,616 | $108.6M | 2.03% | −91,355−7.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,116,014 | $109.3M | 0.25% | +28,637+2.6% | Added |
| Kodai Capital Management LP | 1,152,995 | $112.8M | 2.34% | −1,206,513−51.1% | Reduced |
| KBC Group NV | 1,202,443 | $117.6M | 0.36% | +1,308+0.1% | Added |
| Nomura Asset Management Co Ltd | 1,269,208 | $124.1M | 0.38% | −84,290−6.2% | Reduced |
| Swedbank AB | 1,351,271 | $132.1M | 0.17% | +205,000+17.9% | Added |
| Deutsche Bank AG | 1,355,796 | $132.6M | 0.05% | +128,748+10.5% | Added |
| Charles Schwab Investment Management Inc | 1,415,582 | $138.4M | 0.03% | −1,496−0.1% | Reduced |
| Gates Capital Management, Inc. | 1,430,249 | $139.9M | 3.97% | −47,094−3.2% | Reduced |
| Clark Capital Management Group, Inc. | 1,434,316 | $140.3M | 0.96% | +282,464+24.5% | Added |
| DekaBank Deutsche Girozentrale | 1,489,715 | $143.8M | 0.27% | +158,433+11.9% | Added |
| Northern Trust Corp | 1,534,079 | $150.0M | 0.02% | −47,898−3.0% | Reduced |
| Legal & General Group Plc | 1,534,807 | $150.1M | 0.04% | +41,220+2.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,687,039 | $165.0M | 0.36% | +47,492+2.9% | Added |
| Millennium Management LLC | 1,898,720 | $185.7M | 0.16% | −1,046,092−35.5% | Reduced |
| Massachusetts Financial Services Co | 2,081,781 | $203.6M | 0.06% | −5810.0% | Reduced |
| ProShare Advisors LLC | 2,145,274 | $209.8M | 0.51% | −144,206−6.3% | Reduced |
| Morgan Stanley | 2,381,486 | $232.9M | 0.02% | −652,920−21.5% | Reduced |
| Dimensional Fund Advisors LP | 2,571,395 | $251.4M | 0.06% | −156,323−5.7% | Reduced |
| Alliancebernstein L.P. | 2,886,500 | $282.3M | 0.09% | +1,138,272+65.1% | Added |
| UBS Asset Management Americas Inc | 3,250,784 | $317.9M | 0.08% | −69,777−2.1% | Reduced |
| Invesco Ltd. | 3,564,213 | $348.5M | 0.07% | −73,405−2.0% | Reduced |
| Geode Capital Management, LLC | 3,999,519 | $389.8M | 0.03% | +19,853+0.5% | Added |
| Amundi | 4,980,412 | $481.9M | 0.18% | −53,212−1.1% | Reduced |
| Pictet Asset Management Holding SA | 5,087,272 | $497.5M | 0.55% | +12,770+0.3% | Added |
| FMR LLC | 5,704,672 | $557.9M | 0.03% | +258,134+4.7% | Added |
| Impax Asset Management Group plc | 7,618,725 | $743.5M | 2.93% | −1,265,821−14.2% | Reduced |
| State Street Corp | 8,756,075 | $856.3M | 0.03% | +259,922+3.1% | Added |
| BlackRock, Inc. | 15,260,735 | $1.49B | 0.03% | +15,260,735 | New |
| Vanguard Group Inc | 20,068,335 | $1.96B | 0.04% | +37,918+0.2% | Added |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −198,681−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −180,800−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −85,999−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −81,487−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −77,500−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −67,865−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −56,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −52,909−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −48,700−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −27,116−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −20,208−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −20,312−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −11,417−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −16,723−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −16,662−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −12,097−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −11,976−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −8,666−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,204−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −7,458−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,961−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,846−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −5,612−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −5,092−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,577−100.0% | Sold out |