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, Q4 2024
Institutional positions in PENTAIR plc as of Dec 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
- 718
- +51 vs. Q3 2024
- Shares held
- 149.7M
- +79.3K (+0.1%) vs. Q3 2024
- Total value
- $15.1B
- +$440.3M (+3.0%) vs. Q3 2024
- New holders
- 109
- 256 more added
- Sold out
- 58
- 238 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Charter Oak Advisors LP | 132,353 | $13.3M | 8.52% | +132,353 | New |
| Perpetual Ltd | 134,240 | $13.5M | 0.16% | −5,604−4.0% | Reduced |
| US Bancorp | 137,618 | $13.8M | 0.02% | −135−0.1% | Reduced |
| Bank of Montreal | 138,666 | $14.0M | 0.01% | −9,691−6.5% | Reduced |
| Great West Life Assurance Co | 141,204 | $14.2M | 0.02% | −158−0.1% | Reduced |
| Janney Montgomery Scott LLC | 143,803 | $14.5M | 0.04% | −8,942−5.9% | Reduced |
| Andra AP-fonden | 145,400 | $14.6M | 0.23% | −27,500−15.9% | Reduced |
| Prospector Partners LLC | 146,041 | $14.7M | 1.66% | +323+0.2% | Added |
| Thematics Asset Management | 146,237 | $14.7M | 0.64% | −38,000−20.6% | Reduced |
| Fisher Asset Management, LLC | 146,637 | $14.8M | 0.01% | +5,930+4.2% | Added |
| Raymond James Financial Inc | 148,932 | $15.0M | 0.01% | +148,932 | New |
| Two Sigma Advisers, LP | 149,700 | $15.1M | 0.03% | −67,100−31.0% | Reduced |
| Wellington Management Group LLP | 150,624 | $15.2M | 0.00% | −13,291−8.1% | Reduced |
| Citigroup Inc | 153,522 | $15.5M | 0.01% | −31,366−17.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 155,020 | $15.6M | 0.03% | +155,020 | New |
| New York State Teachers Retirement System | 156,449 | $15.7M | 0.03% | −341−0.2% | Reduced |
| Scopus Asset Management, L.P. | 158,687 | $16.0M | 0.59% | +28,750+22.1% | Added |
| Voya Investment Management LLC | 160,332 | $16.1M | 0.02% | +19,231+13.6% | Added |
| Busey Wealth Management | 162,569 | $16.4M | 0.54% | +3,240+2.0% | Added |
| HSBC Holdings PLC | 162,937 | $16.4M | 0.01% | +56,008+52.4% | Added |
| Calamos Advisors LLC | 167,796 | $16.9M | 0.08% | 00.0% | Unchanged |
| Prudential Financial Inc | 171,173 | $17.2M | 0.02% | +114,634+202.8% | Added |
| State Board of Administration of Florida Retirement System | 176,039 | $17.7M | 0.03% | −800.0% | Reduced |
| Man Group plc | 181,875 | $18.3M | 0.06% | +76,564+72.7% | Added |
| CIBC Private Wealth Group, LLC | 189,887 | $18.9M | 0.03% | −4,428−2.3% | Reduced |
| Dakota Wealth Management | 188,857 | $19.0M | 0.44% | +13,283+7.6% | Added |
| Polar Asset Management Partners Inc. | 196,700 | $19.8M | 0.29% | +109,300+125.1% | Added |
| Stifel Financial Corp | 198,021 | $19.9M | 0.02% | +13,382+7.2% | Added |
| Gotham Asset Management, LLC | 201,384 | $20.3M | 0.19% | +44,641+28.5% | Added |
| Korea Investment CORP | 202,358 | $20.4M | 0.05% | +21,200+11.7% | Added |
| Northwest & Ethical Investments L.P. | 207,591 | $20.9M | 0.57% | −88,797−30.0% | Reduced |
| Vontobel Holding Ltd. | 209,383 | $21.1M | 0.07% | −1,842−0.9% | Reduced |
| Principal Financial Group Inc | 216,537 | $21.8M | 0.01% | −2,524−1.2% | Reduced |
| Jane Street Group, LLC | 221,905 | $22.3M | 0.04% | +194,251+702.4% | Added |
| Lighthouse Investment Partners, LLC | 222,600 | $22.4M | 0.87% | +70,600+46.4% | Added |
| Price T Rowe Associates Inc | 228,463 | $23.0M | 0.00% | +706+0.3% | Added |
| Nordea Investment Management AB | 236,502 | $23.8M | 0.02% | +97,172+69.7% | Added |
| Assenagon Asset Management S.A. | 238,943 | $24.0M | 0.04% | −141,715−37.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 239,882 | $24.1M | 0.06% | −15,009−5.9% | Reduced |
| Ameriprise Financial Inc | 240,097 | $24.2M | 0.01% | −84,829−26.1% | Reduced |
| Storebrand Asset Management AS | 242,796 | $24.4M | 0.07% | +5,098+2.1% | Added |
| California State Teachers Retirement System | 247,395 | $24.9M | 0.03% | −19,514−7.3% | Reduced |
| Woodline Partners LP | 253,455 | $25.5M | 0.17% | −251,719−49.8% | Reduced |
| Wells Fargo & Company | 265,394 | $26.7M | 0.01% | −15,690−5.6% | Reduced |
| Duff & Phelps Investment Management Co | 272,247 | $27.4M | 0.33% | −36,965−12.0% | Reduced |
| Eventide Asset Management, LLC | 275,375 | $27.7M | 0.50% | +7,837+2.9% | Added |
| California Public Employees Retirement System | 277,088 | $27.9M | 0.02% | −21,262−7.1% | Reduced |
| Envestnet Asset Management Inc | 278,960 | $28.1M | 0.01% | −45,201−13.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 263,256 | $28.1M | 0.09% | +204,683+349.4% | Added |
| Rhumbline Advisers | 290,643 | $29.3M | 0.03% | −28,463−8.9% | Reduced |
| National Pension Service | 296,554 | $29.8M | 0.03% | +260,668+726.4% | Added |
| Zuckerman Investment Group, LLC | 307,978 | $31.6M | 3.03% | −51,550−14.3% | Reduced |
| Point72 Asset Management, L.P. | 321,620 | $32.4M | 0.09% | +242,973+308.9% | Added |
| Russell Investments Group, Ltd. | 322,822 | $32.5M | 0.04% | −17,519−5.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 328,922 | $33.2M | 0.03% | +24,244+8.0% | Added |
| Norges Bank | 363,351 | $36.6M | 0.00% | +13,051+3.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 366,218 | $36.9M | 2.11% | +2,221+0.6% | Added |
| BNP Paribas Arbitrage, SA | 384,651 | $38.7M | 0.03% | +79,357+26.0% | Added |
| Aviva PLC | 387,769 | $39.0M | 0.10% | −59,264−13.3% | Reduced |
| Walleye Capital LLC | 400,874 | $40.3M | 0.38% | +327,138+443.7% | Added |
| Schroder Investment Management Group | 418,826 | $42.0M | 0.04% | +167,292+66.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 421,430 | $42.4M | 0.03% | +543+0.1% | Added |
| Victory Capital Management Inc | 426,472 | $42.9M | 0.04% | −10,393−2.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 429,402 | $43.2M | 0.08% | +120,687+39.1% | Added |
| Nuveen Asset Management, LLC | 447,586 | $45.0M | 0.01% | −51,173−10.3% | Reduced |
| FIL Ltd | 448,728 | $45.2M | 0.04% | −44,709−9.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 460,107 | $46.3M | 0.13% | −26,377−5.4% | Reduced |
| Swiss National Bank | 467,487 | $47.0M | 0.03% | −25,300−5.1% | Reduced |
| Barclays PLC | 475,725 | $47.9M | 0.02% | −9,747−2.0% | Reduced |
| Balyasny Asset Management LLC | 494,904 | $49.8M | 0.12% | +6,335+1.3% | Added |
| Parnassus Investments | 516,798 | $52.0M | 0.12% | −30,913−5.6% | Reduced |
| Royal Bank of Canada | 545,750 | $54.9M | 0.01% | +124,810+29.7% | Added |
| AXA S.A. | 545,945 | $54.9M | 0.17% | −23,198−4.1% | Reduced |
| CBOE Vest Financial, LLC | 571,092 | $57.5M | 1.02% | −16,722−2.8% | Reduced |
| Teacher Retirement System of Texas | 604,758 | $60.9M | 0.22% | +415,163+219.0% | Added |
| Bank of America Corp | 610,391 | $61.4M | 0.01% | −131,477−17.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 618,099 | $62.2M | 0.39% | +82,410+15.4% | Added |
| Millennium Management LLC | 650,455 | $65.5M | 0.06% | −1,248,265−65.7% | Reduced |
| Goldman Sachs Group Inc | 656,669 | $66.1M | 0.01% | −42,387−6.1% | Reduced |
| Panagora Asset Management Inc | 662,503 | $66.7M | 0.31% | +662,503 | New |
| Standard Life Aberdeen plc | 701,703 | $70.6M | 0.13% | −21,517−3.0% | Reduced |
| JPMorgan Chase & Co | 780,467 | $78.5M | 0.01% | −60,347−7.2% | Reduced |
| Robeco Schweiz AG | 871,642 | $87.7M | 1.87% | −238,974−21.5% | Reduced |
| Allianz Asset Management GmbH | 888,212 | $89.4M | 0.13% | +357,523+67.4% | Added |
| Interval Partners, LP | 896,676 | $90.2M | 2.31% | +29,090+3.4% | Added |
| First Trust Advisors LP | 945,921 | $95.2M | 0.08% | −82,045−8.0% | Reduced |
| Bank of New York Mellon Corp | 1,010,068 | $101.7M | 0.02% | +7,434+0.7% | Added |
| AQR Capital Management LLC | 1,011,864 | $101.7M | 0.13% | +232,525+29.8% | Added |
| Swedbank AB | 1,021,271 | $102.8M | 0.13% | −330,000−24.4% | Reduced |
| KBC Group NV | 1,037,640 | $104.4M | 0.29% | −164,803−13.7% | Reduced |
| UBS Group AG | 1,174,568 | $118.2M | 0.03% | +603,718+105.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,180,022 | $118.8M | 0.25% | +64,008+5.7% | Added |
| Nomura Asset Management Co Ltd | 1,189,345 | $119.7M | 0.36% | −79,863−6.3% | Reduced |
| Bessemer Group Inc | 1,283,164 | $129.1M | 0.21% | +346,843+37.0% | Added |
| Gates Capital Management, Inc. | 1,332,140 | $134.1M | 3.94% | −98,109−6.9% | Reduced |
| Charles Schwab Investment Management Inc | 1,415,391 | $142.4M | 0.03% | −1910.0% | Reduced |
| Clark Capital Management Group, Inc. | 1,448,601 | $145.8M | 1.02% | +14,285+1.0% | Added |
| Deutsche Bank AG | 1,475,127 | $148.5M | 0.06% | +119,331+8.8% | Added |
| DekaBank Deutsche Girozentrale | 1,489,715 | $149.0M | 0.28% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,580,220 | $159.0M | 0.04% | +45,413+3.0% | Added |