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Institutional Ownership · SEC Form 13F

Who owns Pentair plc (PNR)


Which tracked institutional funds hold PNR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PNR company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

736
Institutional holders
150M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on PNR is one-sided between 2025-Q4 and 2026-Q1: 82 added or opened and 298 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

PNR’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PNR more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in PNR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 736 tracked filers holding PNR, 310 increased or opened the position and 423 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in PNR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 39

  • VANGUARD CAPITAL MANAGEMENT LLC$925M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$664M
  • VANGUARD FIDUCIARY TRUST CO$80M
  • D. E. Shaw & Co., Inc.$52M
  • Schonfeld Strategic Advisors LLC$35M
  • Eurizon Capital SGR S.p.A.$34M

Full exits 38

  • VANGUARD GROUP INC$2.0B
  • 140 Summer Partners LP$63M
  • Clark Capital Management Group, Inc.$30M
  • CIBC Private Wealth Group LLC$18M
  • Northwest & Ethical Investments L.P.$15M
  • Janney Montgomery Scott LLC$13M

Largest adds

  • PRICE T ROWE ASSOCIATES INC /MD/$206M
  • HSBC HOLDINGS PLC$102M
  • BALYASNY ASSET MANAGEMENT L.P.$42M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$36M
  • Woodline Partners LP$33M
  • CITADEL ADVISORS LLC$29M

Largest trims

  • BlackRock, Inc.$559M
  • Impax Asset Management Group plc$195M
  • STATE STREET CORP$135M
  • BESSEMER GROUP INC$127M
  • PANAGORA ASSET MANAGEMENT INC$109M
  • FMR LLC$107M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed11,808,848$1.0B7.3%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added11,250,774$980M6.9%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new10,620,323$925M6.6%2026-Q1
STATE STREET CORP added8,756,121$763M5.4%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new7,620,191$664M4.7%2026-Q1
FMR LLC trimmed5,978,683$521M3.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed4,420,085$384M2.7%2026-Q1
Amundi added4,237,659$369M2.6%2026-Q1
Pictet Asset Management Holding SA trimmed3,906,622$340M2.4%2026-Q1
Invesco Ltd. added3,891,861$339M2.4%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB added3,924,161$336M2.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed3,071,770$268M1.9%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added2,731,239$238M1.7%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added2,692,235$235M1.7%2026-Q1
MORGAN STANLEY trimmed2,273,095$198M1.4%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed2,245,987$196M1.4%2026-Q1
NORTHERN TRUST CORP trimmed2,042,735$178M1.3%2026-Q1
Impax Asset Management Group plc trimmed1,715,163$149M1.1%2026-Q1
ProShare Advisors LLC added1,581,089$138M1.0%2026-Q1
DEUTSCHE BANK AG\ trimmed1,535,673$134M0.9%2026-Q1
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed1,514,739$132M0.9%2026-Q1
DekaBank Deutsche Girozentrale1,489,715$130M0.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,482,111$129M0.9%2026-Q1
GOLDMAN SACHS GROUP INC added1,377,196$120M0.9%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added1,304,807$114M0.8%2026-Q1
HSBC HOLDINGS PLC added1,270,578$111M0.8%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added1,261,928$110M0.8%2026-Q1
UBS Group AG trimmed1,226,389$107M0.8%2026-Q1
FIRST TRUST ADVISORS LP added1,215,064$106M0.8%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed1,010,810$105M0.7%2026-Q1
Legal & General Group Plc trimmed1,118,437$97M0.7%2026-Q1
NOMURA ASSET MANAGEMENT CO LTD added1,083,947$94M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new920,674$80M0.6%2026-Q1
Bank of New York Mellon Corp trimmed917,477$80M0.6%2026-Q1
Gates Capital Management, Inc.902,606$79M0.6%2026-Q1
JPMORGAN CHASE & CO added904,723$76M0.5%2026-Q1
Woodline Partners LP added774,780$67M0.5%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed612,594$53M0.4%2026-Q1
PANAGORA ASSET MANAGEMENT INC trimmed603,472$53M0.4%2026-Q1
Allianz Asset Management GmbH trimmed600,253$52M0.4%2026-Q1
D. E. Shaw & Co., Inc. added596,786$52M0.4%2026-Q1
Nuveen, LLC added567,211$49M0.4%2026-Q1
Clean Energy Transition LLP added565,871$49M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added555,810$48M0.3%2026-Q1
PARNASSUS INVESTMENTS, LLC added547,303$48M0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed540,205$46M0.3%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added520,152$45M0.3%2026-Q1
California Public Employees Retirement System added503,272$44M0.3%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed483,406$42M0.3%2026-Q1
Vest Financial, LLC added483,288$42M0.3%2026-Q1
Swiss National Bank added480,287$42M0.3%2026-Q1
BARCLAYS PLC trimmed460,840$40M0.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added455,496$40M0.3%2026-Q1
CITADEL ADVISORS LLC added440,911$38M0.3%2026-Q1
Man Group plc trimmed427,693$37M0.3%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added406,601$35M0.3%2026-Q1
Russell Investments Group, Ltd. added407,233$35M0.2%2026-Q1
Schonfeld Strategic Advisors LLC added399,311$35M0.2%2026-Q1
Eurizon Capital SGR S.p.A. new396,530$34M0.2%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed386,793$34M0.2%2026-Q1
KBC Group NV trimmed385,640$34M0.2%2026-Q1
Treasurer of the State of North Carolina added359,461$31M0.2%2026-Q1
Vanguard Global Advisers, LLC new357,523$31M0.2%2026-Q1
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC trimmed352,494$31M0.2%2026-Q1
RHUMBLINE ADVISERS added333,891$29M0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added329,664$29M0.2%2026-Q1
NORGES BANK trimmed309,855$27M0.2%2026-Q1
Assenagon Asset Management S.A. trimmed304,840$27M0.2%2026-Q1
Robeco Schweiz AG trimmed293,136$26M0.2%2026-Q1
AVIVA PLC added291,704$25M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new291,609$25M0.2%2026-Q1
WELLS FARGO & COMPANY/MN added287,555$25M0.2%2026-Q1
ROYAL BANK OF CANADA trimmed281,726$25M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed263,424$23M0.2%2026-Q1
EVENTIDE ASSET MANAGEMENT, LLC trimmed259,595$23M0.2%2026-Q1
Vontobel Holding Ltd. added256,972$22M0.2%2026-Q1
STOREBRAND ASSET MANAGEMENT AS trimmed256,621$22M0.2%2026-Q1
T. Rowe Price Investment Management, Inc. trimmed251,956$22M0.2%2026-Q1
Zurcher Kantonalbank (Zurich Cantonalbank) trimmed246,166$21M0.2%2026-Q1
Caisse de depot et placement du Quebec trimmed242,189$21M0.1%2026-Q1
SG Americas Securities, LLC trimmed241,649$21M0.1%2026-Q1
Zuckerman Investment Group, LLC added236,413$21M0.1%2026-Q1
TUDOR INVESTMENT CORP ET AL added232,644$20M0.1%2026-Q1
SCOPUS ASSET MANAGEMENT, L.P. added231,118$20M0.1%2026-Q1
Aberdeen Group plc trimmed229,592$20M0.1%2026-Q1
MIROVA added228,918$20M0.1%2026-Q1
BROWN ADVISORY INC added225,851$20M0.1%2026-Q1
Swedbank AB trimmed224,146$20M0.1%2026-Q1
DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed219,687$19M0.1%2026-Q1
FIL Ltd trimmed214,980$19M0.1%2026-Q1
CITIGROUP INC added214,518$19M0.1%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH added213,673$19M0.1%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added208,651$18M0.1%2026-Q1
CIBC Bancorp USA Inc. added206,378$18M0.1%2026-Q1
Zimmer Partners, LP added200,000$17M0.1%2026-Q1
VANGUARD GROUP INC trimmed19,642,737$2.0B14.5%2025-Q4 stale
140 Summer Partners LP added607,112$63M0.4%2025-Q4 stale
Clark Capital Management Group, Inc. added287,504$30M0.2%2025-Q4 stale
Point72 Asset Management, L.P. trimmed215,648$22M0.2%2025-Q2 stale
CIBC Private Wealth Group LLC trimmed172,288$18M0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership