Pentair plc 13F holders
727 funds reported a position in Pentair plc in their 13F for the quarter ended 30 June 2026, together 152.8 million shares worth $11.73 billion. Against the quarter before, 72 opened a position, 262 added, 255 trimmed and 97 sold out; together they sold a net 138,208 shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and State Street Corp.
Funds holding727-15 on Q1 2026
Shares they held152.8Mworth $11.73 billion
Net sold on the quarter138,208 sharesabout $10.6 million at the funds' values
Funds buying to selling334 to 352opened or added, to cut or sold
Opened 72Added 262Held 133Trimmed 255Sold out 97
What each fund did in PNR against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in PNR in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 294 reported a position in Pentair plc: 21 opened one, 111 added, 92 trimmed and 74 sold out, a net 3.1 million shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 1 reported a position in Pentair plc in a 13F for the quarter ended 30 September 2026, and 8 more in a 13F for an earlier quarter, the latest each has filed. The largest: FMR LLC, 6.8 million shares worth $518.0 million, 0.0% of its reported book (its 13F for the quarter ended 30 June 2026). Sold out: Alyeska. In the quarter, 0 funds added or opened a position and 1 trimmed or sold out; together they sold a net 118,205 shares, about $6.3 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 6,757,657 | $518.0 million | 0.0% | +778,974 | added | 30 June 2026, an earlier quarter | 13F |
| Geode Capital Management | 4,307,842 | $227.9 million | 0.0% | -118,205 | trimmed | 30 September 2026 | 13F |
| Citadel Advisors | 1,367,489 | $104.8 million | 0.1% | +926,578 | added | 30 June 2026, an earlier quarter | 13F |
| Renaissance Technologies | 408,864 | $31.3 million | 0.0% | +79,200 | added | 30 June 2026, an earlier quarter | 13F |
| Point72 Asset Management | 333,599 | $25.6 million | 0.0% | +333,599 | new | 30 June 2026, an earlier quarter | 13F |
| Norges Bank | 274,700 | $21.1 million | 0.0% | held | 30 June 2026, an earlier quarter | 13F | |
| Millennium Management | 187,110 | $14.3 million | 0.0% | -368,700 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Bridgewater Associates | 10,400 | $797,264 | 0.0% | -34,082 | trimmed | 30 June 2026, an earlier quarter | 13F |
| Two Sigma Investments | 5,237 | $401,468 | 0.0% | +5,237 | new | 30 June 2026, an earlier quarter | 13F |
| Alyeska | 0 | $0 | 0.0% | -113,289 | exited | 30 June 2026, an earlier quarter | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 14,506,289 | 9.49% | $1.11 billion | 0.02% | -559,172 | 13F |
| Vanguard Capital Management LLC | 10,567,740 | 6.91% | $810.1 million | 0.02% | -52,583 | 13F |
| State Street Corp. | 9,153,174 | 5.99% | $701.7 million | 0.02% | +397,053 | 13F |
| Vanguard Portfolio Management LLC | 7,503,868 | 4.91% | $575.2 million | 0.03% | -116,323 | 13F |
| FMR LLC | 6,757,657 | 4.42% | $518.0 million | 0.02% | +778,974 | 13F |
| Price T Rowe Associates Inc. | 6,408,385 | 4.19% | $491.3 million | 0.05% | -4,842,389 | 13F |
| Nordea Investment Management AB | 5,284,291 | 3.46% | $402.0 million | 0.33% | +1,360,130 | 13F |
| Invesco Ltd. | 5,015,484 | 3.28% | $384.5 million | 0.03% | +970,957 | 13F |
| Geode Capital Management, LLC | 4,426,047 | 2.90% | $338.0 million | 0.02% | +5,962 | 13F |
| Amundi | 3,945,014 | 2.58% | $302.4 million | 0.07% | -292,645 | 13F |
| Bank of New York Mellon Corp | 3,439,643 | 2.25% | $263.7 million | 0.04% | +2,522,166 | 13F |
| Massachusetts Financial Services Co. | 3,287,263 | 2.15% | $252.1 million | 0.08% | +595,028 | 13F |
| Dimensional Fund Advisors LP | 3,018,112 | 1.97% | $231.4 million | 0.04% | +772,125 | 13F |
| Morgan Stanley | 2,647,784 | 1.73% | $203.0 million | 0.01% | +374,689 | 13F |
| Ameriprise Financial Inc. | 2,493,432 | 1.63% | $191.1 million | 0.04% | -578,338 | 13F |
| D. E. Shaw & Co., Inc. | 2,110,219 | 1.38% | $161.8 million | 0.10% | +1,513,433 | 13F |
| Impax Asset Management Group plc | 2,087,003 | 1.37% | $160.0 million | 1.04% | +371,840 | 13F |
| Deutsche Bank AG | 1,956,880 | 1.28% | $150.0 million | 0.04% | +421,207 | 13F |
| Northern Trust Corp. | 1,836,990 | 1.20% | $140.8 million | 0.02% | -205,745 | 13F |
| ProShare Advisors LLC | 1,827,316 | 1.20% | $140.1 million | 0.20% | +246,227 | 13F |
| Gates Capital Management, Inc. | 1,675,515 | 1.10% | $128.4 million | 4.22% | +772,909 | 13F |
| DekaBank Deutsche Girozentrale | 1,489,715 | 0.97% | $127.3 million | 0.21% | no change | 13F |
| Charles Schwab Investment Management Inc. | 1,498,990 | 0.98% | $114.9 million | 0.01% | +16,879 | 13F |
| HSBC Holdings PLC | 1,451,595 | 0.95% | $111.2 million | 0.05% | +181,017 | 13F |
| UBS Group AG | 1,439,571 | 0.94% | $110.4 million | 0.02% | +213,182 | 13F |
| Woodline Partners LP | 1,433,185 | 0.94% | $109.9 million | 0.34% | +658,405 | 13F |
| AQR Capital Management LLC | 1,419,576 | 0.93% | $108.7 million | 0.04% | +872,364 | 13F |
| Kayne Anderson Rudnick Investment Management LLC | 1,410,448 | 0.92% | $108.1 million | 0.34% | -104,291 | 13F |
| Citadel Advisors LLC | 1,367,489 | 0.89% | $104.8 million | 0.06% | +926,578 | 13F |
| Mirae Asset Global ETFS Holdings Ltd. | 1,362,690 | 0.89% | $104.5 million | 0.12% | +100,762 | 13F |
| First Trust Advisors LP | 1,289,611 | 0.84% | $98.9 million | 0.06% | +74,547 | 13F |
| AllianceBernstein L.P. | 1,059,619 | 0.69% | $92.3 million | 0.03% | +48,809 | 13F |
| Goldman Sachs Group Inc. | 1,159,188 | 0.76% | $88.9 million | 0.01% | -218,008 | 13F |
| Legal & General Group Plc | 1,088,129 | 0.71% | $83.4 million | 0.02% | -30,308 | 13F |
| Nomura Asset Management Co. Ltd | 976,770 | 0.64% | $74.9 million | 0.16% | -107,177 | 13F |
| Pictet Asset Management Holding SA | 918,266 | 0.60% | $70.4 million | 0.07% | -2,988,356 | 13F |
| Vanguard Fiduciary Trust Co. | 906,842 | 0.59% | $69.5 million | 0.01% | -13,832 | 13F |
| JPMorgan Chase & Co. | 792,740 | 0.52% | $61.1 million | 0.00% | -111,983 | 13F |
| Clean Energy Transition LLP | 778,135 | 0.51% | $59.7 million | 4.15% | +212,264 | 13F |
| Nuveen, LLC | 654,485 | 0.43% | $50.2 million | 0.01% | +87,274 | 13F |
| BNP Paribas Asset Management Holding S.A. | 621,084 | 0.41% | $47.6 million | 0.05% | +100,932 | 13F |
| Bank of America Corp. | 612,111 | 0.40% | $46.9 million | 0.00% | -483 | 13F |
| BNP Paribas Financial Markets | 567,521 | 0.37% | $43.5 million | 0.02% | +84,115 | 13F |
| KBC Group NV | 563,802 | 0.37% | $43.2 million | 0.09% | +178,162 | 13F |
| Vest Financial, LLC | 539,598 | 0.35% | $41.4 million | 0.43% | +56,310 | 13F |
| Parnassus Investments, LLC | 529,474 | 0.35% | $40.6 million | 0.11% | -17,829 | 13F |
| Eurizon Capital SGR S.p.A. | 511,205 | 0.33% | $39.2 million | 0.10% | +114,675 | 13F |
| Swiss National Bank | 455,787 | 0.30% | $34.9 million | 0.02% | -24,500 | 13F |
| Mitsubishi UFJ Asset Management Co., Ltd. | 443,370 | 0.29% | $34.0 million | 0.02% | +36,769 | 13F |
| Russell Investments Group, Ltd. | 434,331 | 0.28% | $33.2 million | 0.03% | +27,098 | 13F |
The 50 largest of the 727 funds that reported a position in PNR in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on PNR
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 28,400 | $2.2 million | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 24,500 | $1.9 million | 30 June 2026 | 13F |
| Two Sigma Investments | Puts | 4,900 | $375,634 | 30 June 2026 | 13F |
| Two Sigma Investments | Calls | 4,000 | $306,640 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 5 November 2026 | 13G | FMR LLC and 3 others | 11.5 million | 7.2% | 30 September 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 October 2026 | 13G/A | BlackRock, Inc. and 1 other | 11.0 million | 6.9% | 30 September 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 August 2026 | 13G/A | T. Rowe Price Associates, Inc. and 1 other | 6.4 million | 4.0% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 15 May 2026 | 13G | T. Rowe Price Associates, Inc. and 1 other | 11.3 million | 7.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 28 April 2026 | 13G | Vanguard Capital Management and 1 other | 12.3 million | 7.6% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 26 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 28 August 2026 | 1 | $62.10 | SEC |
| 27 August 2026 | 3 | $62.86 | SEC |
| 26 August 2026 | 21 | $62.46 | SEC |
| 21 August 2026 | 1,047 | $63.78 | SEC |
| 19 August 2026 | 1,541 | $63.55 | SEC |
| 28 July 2026 | 81 | $63.18 | SEC |
| 21 July 2026 | 2,347 | $62.12 | SEC |
| 17 July 2026 | 168 | $65.69 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.