PENTAIR PLC (PNR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
675
Reporting holders
$11.1B
Reported value
90.2%
Of shares outstanding
0.3%
Held as options
-17
Holder change
Institutions report 144,070,180 shares against 159,637,950 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.1B | 14,506,289 | 0.02% | 8q | -3.7%-$42.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $810.1M | 10,567,740 | 0.02% | 2q | HELD |
| STATE STREET CORP | $701.7M | 9,153,174 | 0.02% | 31q | +4.5%+$30.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $575.2M | 7,503,868 | 0.03% | 2q | -1.5%-$8.9M |
| FMR LLC | $518.0M | 6,757,657 | 0.02% | 31q | +13.0%+$59.7M |
| NORDEA INVESTMENT MANAGEMENT AB | $402.0M | 5,284,291 | 0.33% | 31q | +34.7%+$103.5M |
| Invesco Ltd. | $384.5M | 5,015,484 | 0.03% | 31q | +24.0%+$74.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $338.0M | 4,426,047 | 0.02% | 31q | HELD |
| Amundi | $302.4M | 3,945,014 | 0.07% | 21q | -6.9%-$22.4M |
| Bank of New York Mellon Corp | $263.7M | 3,439,643 | 0.04% | 31q | +274.9%+$193.3M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $252.1M | 3,287,263 | 0.08% | 10q | +22.1%+$45.6M |
| DIMENSIONAL FUND ADVISORS LP | $231.4M | 3,018,112 | 0.04% | 31q | +34.4%+$59.2M |
| MORGAN STANLEY | $203.0M | 2,647,784 | 0.01% | 35q | +16.5%+$28.7M |
| AMERIPRISE FINANCIAL INC | $191.1M | 2,493,432 | 0.04% | 31q | -59.4%-$279.8M |
| D. E. Shaw & Co., Inc. | $161.8M | 2,110,219 | 0.08% | 2q | +253.6%+$116.0M |
| Impax Asset Management Group plc | $160.0M | 2,087,003 | 1.04% | 31q | +21.7%+$28.5M |
| DEUTSCHE BANK AG\ | $150.0M | 1,956,880 | 0.04% | 34q | +27.4%+$32.3M |
| NORTHERN TRUST CORP | $140.8M | 1,836,990 | 0.02% | 31q | -10.1%-$15.8M |
| ProShare Advisors LLC | $140.1M | 1,827,316 | 0.20% | 31q | +15.6%+$18.9M |
| Gates Capital Management, Inc. | $128.4M | 1,675,515 | 3.09% | 17q | +85.6%+$59.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $114.9M | 1,498,990 | 0.02% | 31q | +1.1%+$1.3M |
| Sixth Street Partners Management Company, L.P. | $114.9M | 1,498,990 | 0.02% | new | NEW |
| UBS Group AG | $112.8M | 1,439,571 | 0.01% | 31q | +17.4%+$16.7M |
| HSBC HOLDINGS PLC | $111.2M | 1,451,595 | 0.05% | 31q | +14.2%+$13.9M |
| Woodline Partners LP | $109.9M | 1,433,185 | 0.34% | 19q | +85.0%+$50.5M |
| CITADEL ADVISORS LLC | $108.9M | 1,367,489 | 0.01% | 31q | +210.2%+$73.8M |
| AQR CAPITAL MANAGEMENT LLC | $108.7M | 1,419,576 | 0.04% | 31q | +159.4%+$66.8M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $108.1M | 1,410,448 | 0.34% | 23q | -6.9%-$8.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $104.5M | 1,362,690 | 0.12% | 9q | +8.0%+$7.7M |
| FIRST TRUST ADVISORS LP | $98.9M | 1,289,611 | 0.06% | 31q | +6.1%+$5.7M |
| ALLIANCEBERNSTEIN L.P. | $92.3M | 1,059,619 | 0.03% | 31q | +4.8%+$4.3M |
| GOLDMAN SACHS GROUP INC | $88.9M | 1,159,188 | 0.01% | 31q | -15.8%-$16.7M |
| Legal & General Group Plc | $83.4M | 1,088,129 | 0.02% | 31q | -2.7%-$2.3M |
| NOMURA ASSET MANAGEMENT CO LTD | $74.9M | 976,770 | 0.16% | 31q | -9.9%-$8.2M |
| Pictet Asset Management Holding SA | $70.4M | 918,266 | 0.07% | 12q | -76.5%-$229.1M |
| VANGUARD FIDUCIARY TRUST CO | $69.5M | 906,842 | 0.02% | 2q | -1.5%-$1.1M |
| JPMORGAN CHASE & CO | $61.1M | 792,740 | 0.00% | 31q | -12.4%-$8.6M |
| Clean Energy Transition LLP | $59.7M | 778,135 | 4.15% | 5q | +37.5%+$16.3M |
| Nuveen, LLC | $50.2M | 654,485 | 0.01% | 6q | +15.4%+$6.7M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $47.6M | 621,084 | 0.05% | 29q | +19.4%+$7.7M |
| BANK OF AMERICA CORP /DE/ | $46.9M | 612,111 | 0.00% | 31q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $43.5M | 567,521 | 0.02% | 31q | +17.4%+$6.4M |
| Allianz Asset Management GmbH | $41.5M | 476,423 | 0.04% | 16q | -20.6%-$10.8M |
| Vest Financial, LLC | $41.4M | 539,598 | 0.43% | 23q | +11.7%+$4.3M |
| PARNASSUS INVESTMENTS, LLC | $40.6M | 529,474 | 0.11% | 19q | -3.3%-$1.4M |
| Eurizon Capital SGR S.p.A. | $39.2M | 511,205 | 0.11% | 2q | +28.9%+$8.8M |
| Swiss National Bank | $34.9M | 455,787 | 0.02% | 31q | -5.1%-$1.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $34.0M | 443,370 | 0.02% | 31q | +9.0%+$2.8M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $33.4M | 435,064 | 0.16% | 16q | -1.0%-$330.4K |
| Russell Investments Group, Ltd. | $33.2M | 434,331 | 0.03% | 31q | +6.7%+$2.1M |
| Balyasny Asset Management L.P. | $31.7M | 413,846 | 0.04% | 18q | -68.3%-$68.3M |
| RENAISSANCE TECHNOLOGIES LLC | $31.3M | 408,864 | 0.04% | 2q | +24.0%+$6.1M |
| Robeco Schweiz AG | $31.0M | 404,137 | 0.50% | 31q | +37.9%+$8.5M |
| Sumitomo Mitsui Trust Group, Inc. | $30.1M | 392,432 | 0.02% | 18q | +1.5%+$432.3K |
| Zimmer Partners, LP | $28.7M | 375,000 | 0.66% | 2q | +87.5%+$13.4M |
| BROWN ADVISORY INC | $27.1M | 354,018 | 0.04% | 10q | +56.7%+$9.8M |
| Verition Fund Management LLC | $26.9M | 350,338 | 0.07% | 8q | +346.4%+$20.8M |
| Vanguard Global Advisers, LLC | $26.7M | 348,382 | 0.01% | 2q | -2.6%-$700.7K |
| California Public Employees Retirement System | $26.4M | 344,981 | 0.01% | 31q | -31.5%-$12.1M |
| RHUMBLINE ADVISERS | $26.2M | 341,325 | 0.02% | 31q | +2.2%+$569.9K |
| Point72 Asset Management, L.P. | $25.6M | 333,599 | 0.03% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $24.6M | 320,946 | 0.02% | 2q | +10.1%+$2.2M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $24.4M | 318,751 | 0.10% | 2q | +64.9%+$9.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $24.0M | 313,108 | 0.05% | 31q | +27.2%+$5.1M |
| FIL Ltd | $23.6M | 307,786 | 0.02% | 31q | +43.2%+$7.1M |
| Caisse de depot et placement du Quebec | $22.7M | 295,896 | 0.03% | 7q | +22.2%+$4.1M |
| WELLS FARGO & COMPANY/MN | $22.3M | 290,705 | 0.00% | 31q | -49.5%-$21.8M |
| Man Group plc | $22.3M | 290,246 | 0.04% | 14q | -32.1%-$10.5M |
| Vontobel Holding Ltd. | $21.8M | 284,141 | 0.07% | 21q | +10.6%+$2.1M |
| Walleye Capital LLC | $21.7M | 282,180 | 0.08% | 13q | +458.8%+$17.8M |
| MIROVA | $21.5M | 280,319 | 0.79% | 14q | +22.5%+$3.9M |
| NORGES BANK | $21.1M | 274,700 | 0.00% | 32q | -22.3%-$6.0M |
| TUDOR INVESTMENT CORP ET AL | $19.8M | 258,132 | 0.03% | 10q | +11.0%+$2.0M |
| BARCLAYS PLC | $19.8M | 258,059 | 0.00% | 31q | -44.0%-$15.5M |
| Squarepoint Ops LLC | $18.5M | 227,063 | 0.02% | 13q | +163.2%+$11.4M |
| Aberdeen Group plc | $18.4M | 240,181 | 0.03% | 31q | +4.6%+$811.8K |
| Perpetual Ltd | $18.3M | 238,439 | 0.26% | 14q | +59.8%+$6.8M |
| Zuckerman Investment Group, LLC | $18.1M | 236,525 | 1.53% | 30q | HELD |
| STOREBRAND ASSET MANAGEMENT AS | $18.0M | 234,427 | 0.04% | 3q | -8.6%-$1.7M |
| Quantinno Capital Management LP | $17.6M | 230,021 | 0.02% | 24q | +146.0%+$10.5M |
| Gotham Asset Management, LLC | $17.3M | 225,717 | 0.04% | 27q | +31.3%+$4.1M |
| Vident Advisory, LLC | $17.2M | 224,898 | 0.12% | 6q | +95.5%+$8.4M |
| CITIGROUP INC | $17.2M | 224,368 | 0.01% | 31q | +4.6%+$755.1K |
| Swedbank AB | $16.9M | 220,021 | 0.01% | 21q | -1.8%-$316.2K |
| PANAGORA ASSET MANAGEMENT INC | $16.8M | 219,748 | 0.05% | 7q | -63.6%-$29.4M |
| PRINCIPAL FINANCIAL GROUP INC | $15.6M | 203,610 | 0.01% | 31q | -2.4%-$386.4K |
| CIBC Bancorp USA Inc. | $15.5M | 202,595 | 0.02% | 3q | -1.8%-$290.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15.3M | 44,484 | 0.00% | 31q | +123.9%+$8.5M |
| RAYMOND JAMES FINANCIAL INC | $14.9M | 194,602 | 0.00% | 7q | +4.8%+$679.1K |
| MILLENNIUM MANAGEMENT LLC | $14.3M | 187,110 | 0.01% | 31q | -66.3%-$28.3M |
| BANK OF MONTREAL /CAN/ | $14.3M | 185,955 | 0.00% | 31q | +45.1%+$4.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $14.2M | 184,935 | 0.02% | 7q | -13.4%-$2.2M |
| AVIVA PLC | $14.1M | 183,714 | 0.02% | 31q | -37.0%-$8.3M |
| Holocene Advisors, LP | $14.0M | 182,800 | 0.03% | 2q | +382.1%+$11.1M |
| EVENTIDE ASSET MANAGEMENT, LLC | $13.6M | 177,107 | 0.18% | 23q | -31.8%-$6.3M |
| Busey Bank | $12.8M | 166,922 | 0.31% | 31q | +1.4%+$179.9K |
| Calamos Advisors LLC | $12.3M | 160,897 | 0.04% | 31q | -4.1%-$524.5K |
| ROYAL BANK OF CANADA | $12.2M | 159,774 | 0.00% | 31q | -43.3%-$9.3M |
| ExodusPoint Capital Management, LP | $11.5M | 150,108 | 0.07% | 3q | +128.4%+$6.5M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $11.4M | 149,132 | 0.02% | 31q | -2.7%-$316.6K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | T. Rowe Price Associates, Inc. | 4.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 675 | $11.1B | 144,070,180 | 84 | 243 | 225 | 0.3% |
| Q1 2026 | 692 | $12.4B | 141,238,170 | 68 | 206 | 263 | 0.9% |
| Q4 2025 | 727 | $14.7B | 139,582,638 | 78 | 218 | 233 | 1.2% |
| Q3 2025 | 707 | $15.5B | 138,879,937 | 105 | 245 | 201 | 0.8% |
| Q2 2025 | 676 | $14.5B | 140,480,270 | 78 | 218 | 218 | 0.6% |
| Q1 2025 | 664 | $12.6B | 143,648,833 | 79 | 203 | 227 | 0.8% |
| Q4 2024 | 652 | $14.6B | 142,670,534 | 56 | 218 | 196 | 1.4% |
| Q3 2024 | 608 | $14.2B | 143,850,756 | 83 | 168 | 212 | 1.3% |
| Q2 2024 | 570 | $11.6B | 149,571,173 | 53 | 196 | 171 | 1.3% |
| Q1 2024 | 569 | $13.2B | 153,978,704 | 61 | 157 | 199 | 1.1% |
| Q4 2023 | 540 | $11.1B | 152,184,626 | 56 | 167 | 169 | 0.7% |
| Q3 2023 | 506 | $9.2B | 141,784,759 | 57 | 153 | 157 | 0.4% |
| Q2 2023 | 470 | $9.2B | 141,943,123 | 54 | 141 | 163 | 0.7% |
| Q1 2023 | 440 | $8.0B | 142,983,886 | 70 | 140 | 120 | 0.9% |
| Q4 2022 | 391 | $5.9B | 129,925,475 | 61 | 106 | 126 | 0.3% |
| Q3 2022 | 473 | $6.2B | 151,039,236 | 46 | 183 | 137 | 0.4% |
| Q2 2022 | 488 | $6.6B | 143,744,359 | 39 | 175 | 164 | 0.2% |
| Q1 2022 | 531 | $8.1B | 149,197,055 | 56 | 183 | 164 | 0.2% |
| Q4 2021 | 582 | $10.8B | 147,367,435 | 74 | 180 | 162 | 1.1% |
| Q3 2021 | 537 | $10.0B | 137,424,330 | 73 | 155 | 171 | 0.2% |
| Q2 2021 | 510 | $9.4B | 139,293,969 | 49 | 155 | 156 | 0.2% |
| Q1 2021 | 503 | $8.6B | 138,371,502 | 65 | 137 | 174 | 0.1% |
| Q4 2020 | 492 | $7.8B | 141,231,536 | 69 | 135 | 153 | 0.2% |
| Q3 2020 | 446 | $6.2B | 136,149,801 | 70 | 102 | 160 | 0.2% |
| Q2 2020 | 423 | $5.3B | 137,387,443 | 60 | 127 | 160 | 0.2% |
| Q1 2020 | 425 | $4.3B | 144,684,243 | 50 | 141 | 140 | 0.2% |
| Q4 2019 | 467 | $6.9B | 150,825,365 | 57 | 124 | 145 | 0.2% |
| Q3 2019 | 432 | $5.5B | 144,203,023 | 42 | 143 | 140 | 0.3% |
| Q2 2019 | 439 | $5.7B | 146,518,658 | 42 | 144 | 158 | 0.7% |
| Q1 2019 | 496 | $6.6B | 147,239,463 | 59 | 157 | 166 | 0.3% |
| Q4 2018 | 472 | $5.8B | 152,232,340 | 9 | 9 | 11 | 0.3% |