DaveManuel.com · Institutional Ownership · Who Owns It
PENTAIR PLC (PNR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
731
Reporting holders
$11.8B
Reported value
95.8%
Of shares outstanding
0.2%
Calls
0.1%
Puts
-8
Holder change
Institutions report 152,918,169 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $491.3M | 6,408,385 | 0.05% | 31q | -43.0%-$371.2M |
| 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 | -18.8%-$44.3M |
| 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 |
| DekaBank Deutsche Girozentrale | $127.3M | 1,489,715 | 0.21% | 31q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $114.9M | 1,498,990 | 0.02% | 31q | +1.1%+$1.3M |
| UBS Group AG | $112.8M incl. $2.5M options CALL | 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 incl. $4.1M options CALL+PUT | 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 |
| KBC Group NV | $43.2M | 563,802 | 0.09% | 31q | +46.2%+$13.7M |
| 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 |
| Russell Investments Group, Ltd. | $33.2M | 434,331 | 0.03% | 31q | +6.7%+$2.1M |
| Allianz Asset Management GmbH | $33.0M | 430,781 | 0.03% | 16q | -28.2%-$13.0M |
| 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 |
| SG Americas Securities, LLC | $27.3M | 355,911 | 0.02% | 31q | +47.3%+$8.8M |
| BROWN ADVISORY INC | $27.1M | 354,018 | 0.04% | 10q | +56.7%+$9.8M |
| Vanguard Global Advisers, LLC | $26.7M | 348,382 | 0.01% | 2q | -2.6%-$700.7K |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | $26.7M | 348,180 | 1.11% | 14q | -1.2%-$330.7K |
| 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 |
| Janney Montgomery Scott LLC | $23.4M | 305,889 | 0.05% | new | NEW |
| 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 | +1.1%+$241.5K |
| 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 incl. $46.0K options CALL | 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $19.7M | 256,607 | 0.02% | 31q | -2.6%-$522.6K |
| Squarepoint Ops LLC | $18.5M incl. $1.1M options PUT | 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% | 26q | -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 |
| Treasurer of the State of North Carolina | $17.1M | 222,470 | 0.04% | 34q | -38.1%-$10.5M |
| 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 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $16.7M | 217,532 | 0.16% | 16q | -1.0%-$165.2K |
| Handelsbanken Fonder AB | $15.8M | 206,025 | 0.04% | 25q | +10.2%+$1.5M |
| 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 incl. $11.9M options CALL+PUT | 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 |
| T. Rowe Price Investment Management, Inc. | $14.1M | 183,892 | 0.01% | 4q | -27.0%-$5.2M |
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 |
|---|---|---|---|
| 2026-10-27 | 13G/A | BlackRock, Inc. | 6.9% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-22 | 2026-09-21 | Directors or officers departed or appointed | filing |
| 2026-09-18 | 2026-09-17 | Directors or officers departed or appointed | filing |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 189 | $415.4M | 7,827,476 | 23 | 67 | 55 | 0.0% |
| Q2 2026 | 731 | $11.8B | 152,918,169 | 90 | 259 | 247 | 0.3% |
| Q1 2026 | 739 | $13.4B | 152,900,701 | 69 | 221 | 281 | 0.9% |
| Q4 2025 | 787 | $16.2B | 154,127,208 | 83 | 226 | 257 | 1.1% |
| Q3 2025 | 769 | $17.1B | 153,359,283 | 111 | 261 | 224 | 0.7% |
| Q2 2025 | 746 | $15.4B | 149,117,408 | 85 | 241 | 238 | 0.6% |
| Q1 2025 | 734 | $13.2B | 150,241,310 | 86 | 223 | 254 | 0.8% |
| Q4 2024 | 721 | $15.3B | 149,818,576 | 66 | 239 | 223 | 1.4% |
| Q3 2024 | 674 | $14.9B | 150,697,948 | 92 | 189 | 236 | 1.3% |
| Q2 2024 | 638 | $12.1B | 155,680,946 | 61 | 212 | 195 | 1.3% |
| Q1 2024 | 641 | $13.9B | 161,059,896 | 67 | 177 | 231 | 1.1% |
| Q4 2023 | 614 | $11.6B | 157,981,328 | 61 | 193 | 200 | 0.7% |
| Q3 2023 | 587 | $9.6B | 148,154,315 | 61 | 184 | 182 | 0.4% |
| Q2 2023 | 556 | $9.6B | 147,681,257 | 66 | 170 | 190 | 0.7% |
| Q1 2023 | 526 | $8.6B | 155,011,812 | 87 | 165 | 143 | 0.9% |
| Q4 2022 | 497 | $6.8B | 150,880,923 | 73 | 136 | 173 | 0.3% |
| Q3 2022 | 461 | $33.9B | 833,390,192 | 45 | 177 | 135 | 0.1% |
| Q2 2022 | 477 | $37.9B | 826,957,251 | 37 | 168 | 162 | 0.0% |
| Q1 2022 | 522 | $38.9B | 717,475,429 | 56 | 177 | 163 | 0.1% |
| Q4 2021 | 574 | $47.1B | 645,434,961 | 73 | 177 | 162 | 0.2% |
| Q3 2021 | 532 | $41.9B | 576,225,060 | 73 | 153 | 169 | 0.0% |
| Q2 2021 | 505 | $37.0B | 547,896,231 | 49 | 152 | 156 | 0.1% |
| Q1 2021 | 494 | $34.7B | 557,230,435 | 62 | 134 | 172 | 0.0% |
| Q4 2020 | 487 | $30.1B | 562,324,944 | 69 | 133 | 151 | 0.0% |
| Q3 2020 | 443 | $24.0B | 523,206,818 | 69 | 103 | 157 | 0.0% |
| Q2 2020 | 419 | $18.4B | 482,967,820 | 58 | 127 | 159 | 0.1% |
| Q1 2020 | 421 | $15.0B | 505,189,687 | 50 | 140 | 138 | 0.1% |
| Q4 2019 | 462 | $18.8B | 410,489,923 | 56 | 123 | 142 | 0.1% |
| Q3 2019 | 427 | $13.4B | 353,101,130 | 41 | 140 | 140 | 0.1% |
| Q2 2019 | 436 | $14.0B | 371,789,989 | 42 | 144 | 155 | 0.3% |
| Q1 2019 | 493 | $28.3B | 634,561,918 | 59 | 157 | 164 | 0.1% |
| Q4 2018 | 469 | $22.9B | 605,273,693 | 9 | 9 | 10 | 0.1% |