PENTAIR PLC PNR
SHS · Common Stock · CUSIP G7S00T104
Irish tax-resident US water treatment company
- SectorIndustrials
- IndustrySpecial Industry Machinery (No Metalworking Machinery)
- HeadquartersDublin, United Kingdom
- Founded1950
- Websitepentair.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($74.8m this quarter). Holder counts are more reliable. Shares outstanding: 163.6m as of 2025-09-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $110.64. Options: 15 managers hold calls ($105.3m notional), 10 hold puts ($12.3m).
Trends to Q3 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 488 |
| Q4 2022 | 502 |
| Q1 2023 | 525 |
| Q2 2023 | 550 |
| Q3 2023 | 581 |
| Q4 2023 | 609 |
| Q1 2024 | 632 |
| Q2 2024 | 636 |
| Q3 2024 | 671 |
| Q4 2024 | 714 |
| Q1 2025 | 726 |
| Q2 2025 | 739 |
| Q3 2025 | 763 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2023 | 272 | 256 |
| Q1 2024 | 261 | 287 |
| Q2 2024 | 296 | 275 |
| Q3 2024 | 299 | 305 |
| Q4 2024 | 314 | 294 |
| Q1 2025 | 323 | 336 |
| Q2 2025 | 343 | 329 |
| Q3 2025 | 381 | 307 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $163.5m | $54.6m | 0.33 |
| Q1 2025 | $78.1m | $30.3m | 0.39 |
| Q2 2025 | $75.5m | $11.2m | 0.15 |
| Q3 2025 | $105.3m | $12.3m | 0.12 |
Biggest buyers
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +5.5m |
| NORDEA INVESTMENT MANAGEMENT AB | Added | +1.8m |
| AMERIPRISE FINANCIAL INC | Added | +1.7m |
| JPMORGAN CHASE & CO | Added | +1.1m |
| 140 Summer Partners LP | New | +548.5k |
| Pacer Advisors, Inc. | Added | +497.9k |
| AQR CAPITAL MANAGEMENT LLC | Added | +442.5k |
| GOLDMAN SACHS GROUP INC | Added | +429.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Added | +399.4k |
| T. Rowe Price Investment Management, Inc. | New | +373.4k |
Biggest sellers
| BlackRock, Inc. | Reduced | -1.7m |
| ALLIANCEBERNSTEIN L.P. | Reduced | -1.2m |
| Impax Asset Management Group plc | Reduced | -824.5k |
| Alyeska Investment Group, L.P. | Sold out | -738.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -684.9k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Sold out | -483.7k |
| ROYAL BANK OF CANADA | Reduced | -480.7k |
| Assenagon Asset Management S.A. | Reduced | -468.2k |
| Amundi | Reduced | -337.7k |
| MORGAN STANLEY | Reduced | -334.5k |
Biggest calls
| SCOPUS ASSET MANAGEMENT, L.P. | Added | $44.3m400.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $31.6m285.7k shares |
| JANE STREET GROUP, LLC | Reduced | $10.5m94.8k shares |
| ROYAL BANK OF CANADA | Reduced | $5.7m51.5k shares |
| CITADEL ADVISORS LLC | Reduced | $3.6m32.3k shares |
| UBS Group AG | Unchanged | $3.6m32.1k shares |
| PEAK6 LLC | New | $2.6m23.8k shares |
| WOLVERINE TRADING, LLC | Reduced | $646.9k5.9k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $620.3k5.6k shares |
| GROUP ONE TRADING LLC | Reduced | $587.0k5.3k shares |
Biggest puts
| SCOPUS ASSET MANAGEMENT, L.P. | Added | $7.8m70.0k shares |
| JANE STREET GROUP, LLC | Added | $1.4m12.6k shares |
| CITADEL ADVISORS LLC | Reduced | $1.1m10.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $830.7k7.5k shares |
| Capula Management Ltd | Not comparable | $454.1k4.1k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | $409.8k3.7k shares |
| Walleye Trading LLC | Reduced | $177.2k1.6k shares |
| Walleye Capital LLC | Reduced | $77.5k700 shares |
| SIMPLEX TRADING, LLC | Added | $55.0k500 shares |
| GROUP ONE TRADING LLC | Reduced | $11.1k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 7.6% |
| BlackRock, Inc. 13G · institution -2.1 pts · filed 2026-10-27 | 6.9% |
Fell to 5% or below in the last year: PRICE T ROWE ASSOCIATES INC /MD/ (4.0%, 2026-08-14), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q3 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2023 | 0 | — | 3 | $716.7k | $473.6k |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 1 | $2.1m | — |
| Q3 2024 | 0 | — | 1 | $355.6k | $355.6k |
| Q4 2024 | 0 | — | 2 | $795.0k | $795.0k |
| Q1 2025 | 0 | — | 1 | $706.6k | — |
| Q2 2025 | 0 | — | 1 | $589.8k | — |
| Q3 2025 | 0 | — | 0 | — | — |
None reported in Q3 2025.
Holders, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.03% of their portfolio | 19.9m $2.2bn | Reduced -231.2k |
| BlackRock, Inc. 0.03% of their portfolio | 15.3m $1.7bn | Reduced -1.7m |
| STATE STREET CORP 0.03% of their portfolio | 8.7m $966.7m | Reduced -242.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.09% of their portfolio | 7.6m $844.9m | Added +5.5m |
| FMR LLC 0.03% of their portfolio | 6.0m $668.6m | Added +339.6k |
| Pictet Asset Management Holding SA 0.51% of their portfolio | 4.8m $530.5m | Reduced -315.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 4.3m $473.3m | Added +31.2k |
| Amundi 0.14% of their portfolio | 3.8m $426.0m | Reduced -337.7k |
| Impax Asset Management Group plc 2.31% of their portfolio | 3.6m $396.3m | Reduced -824.5k |
| Invesco Ltd. 0.06% of their portfolio | 3.3m $366.9m | Reduced -235.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% of their portfolio | 3.3m $361.3m | Reduced -684.9k |
| AMERIPRISE FINANCIAL INC 0.08% of their portfolio | 3.2m $358.5m | Added +1.7m |
| NORDEA INVESTMENT MANAGEMENT AB 0.27% of their portfolio | 2.8m $311.0m | Added +1.8m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.08% of their portfolio | 2.3m $258.5m | Added +149.9k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 2.3m $254.9m | Reduced -157.8k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 2.1m $238.1m | Added +18.7k |
| MORGAN STANLEY 0.01% of their portfolio | 2.0m $225.1m | Reduced -334.5k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.9m $213.4m | Added +1.1m |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.48% of their portfolio | 1.8m $196.5m | Reduced -22.0k |
| ProShare Advisors LLC 0.39% of their portfolio | 1.7m $184.8m | Reduced -176.6k |
| DEUTSCHE BANK AG\ 0.06% of their portfolio | 1.6m $174.8m | Reduced -48.5k |
| DekaBank Deutsche Girozentrale 0.27% of their portfolio | 1.5m $162.9m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.10% of their portfolio | 1.5m $161.8m | Added +442.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 1.4m $159.6m | Added +4.5k |
| ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio | 1.4m $154.3m | Reduced -1.2m |
| BESSEMER GROUP INC 0.21% of their portfolio | 1.2m $136.3m | Added +36.1k |
| PANAGORA ASSET MANAGEMENT INC 0.55% of their portfolio | 1.2m $136.2m | Added +49.9k |
| Legal & General Group Plc 0.03% of their portfolio | 1.2m $129.3m | Reduced -153.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.20% of their portfolio | 1.1m $126.8m | Added +17.1k |
| Gates Capital Management, Inc. 3.70% of their portfolio | 1.1m $119.7m | Reduced -135.8k |
| KBC Group NV 0.28% of their portfolio | 1.0m $114.7m | Reduced -55.8k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.0m $111.4m | Added +429.9k |
| UBS Group AG 0.02% of their portfolio | 988.5k $109.5m | Added +278.5k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 973.3k $107.8m | Added +8.1k |
| NOMURA ASSET MANAGEMENT CO LTD 0.28% of their portfolio | 961.1k $106.5m | Reduced -43.0k |
| Swedbank AB 0.11% of their portfolio | 952.7k $105.5m | Added +101.3k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 777.2k $86.1m | Added +8.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.06% of their portfolio | 686.1k $75.2m | Added +399.4k |
| Allianz Asset Management GmbH 0.09% of their portfolio | 648.0k $71.8m | Reduced -195.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 586.7k $65.0m | Added +41.9k |
| Balyasny Asset Management L.P. 0.13% of their portfolio | 575.0k $63.7m | Reduced -99.8k |
| Man Group plc 0.12% of their portfolio | 566.3k $62.7m | Added +110.4k |
| 140 Summer Partners LP 5.38% of their portfolio | 548.5k $60.8m | New |
| Vest Financial, LLC 0.77% of their portfolio | 533.1k $59.0m | Reduced -75.6k |
| Pacer Advisors, Inc. 0.15% of their portfolio | 512.4k $56.8m | Added +497.9k |
| Swiss National Bank 0.03% of their portfolio | 474.3k $52.5m | Reduced -25.1k |
| BARCLAYS PLC 0.02% of their portfolio | 449.8k $49.8m | Added +21.9k |
| Nuveen, LLC 0.01% of their portfolio | 439.7k $48.7m | Reduced -7.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 432.1k $47.9m | Reduced -3.2k |
| Robeco Schweiz AG 1.07% of their portfolio | 430.8k $47.7m | Reduced -131.9k |
| Bank Julius Baer & Co. Ltd, Zurich 0.13% of their portfolio | 427.6k $47.4m | Reduced -39.3k |
| PARNASSUS INVESTMENTS, LLC 0.11% of their portfolio | 426.9k $47.3m | Reduced -16.6k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% of their portfolio | 424.8k $47.1m | Added +6.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 422.5k $46.8m | Added +11.1k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 413.4k $45.8m | Added +14.2k |
| Caisse de depot et placement du Quebec 0.08% of their portfolio | 401.3k $44.4m | Added +154.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 397.5k $44.0m | Added +192.1k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.72% of their portfolio | 396.8k $43.9m | Added +12.3k |
| Gotham Asset Management, LLC 0.19% of their portfolio | 387.1k $42.9m | Added +239.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 374.3k $41.5m | Added +2.0k |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 373.4k $41.4m | New |
| Woodline Partners LP 0.19% of their portfolio | 363.2k $40.2m | Added +100.5k |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1.98% of their portfolio | 357.8k $39.6m | Reduced -4.9k |
| FIL Ltd 0.03% of their portfolio | 351.5k $38.9m | Reduced -63.2k |
| ZACKS INVESTMENT MANAGEMENT 0.30% of their portfolio | 340.2k $37.7m | New |
| Treasurer of the State of North Carolina 0.11% of their portfolio | 335.3k $37.1m | Reduced -3.1k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 329.2k $36.5m | Added +5.7k |
| Clean Energy Transition LLP 3.05% of their portfolio | 313.0k $34.7m | Added +66.0k |
| California Public Employees Retirement System 0.02% of their portfolio | 303.0k $33.6m | Added +17.5k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 292.2k $32.3m | Added +3.8k |
| Clark Capital Management Group, Inc. 0.20% of their portfolio | 287.3k $31.8m | Added +4.0k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% of their portfolio | 286.7k $31.8m | Added +117.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 279.1k $30.9m | Added +323 |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 271.2k $30.0m | Reduced -480.7k |
| AVIVA PLC 0.05% of their portfolio | 268.1k $29.7m | Reduced -1.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 266.6k $29.5m | Reduced -101.6k |
| Quantinno Capital Management LP 0.08% of their portfolio | 253.1k $28.0m | Added +158.8k |
| Janney Montgomery Scott LLC 0.06% of their portfolio | 243.0k $26.9m | Reduced -3.6k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.30% of their portfolio | 242.8k $26.9m | Reduced -2.3k |
| STOREBRAND ASSET MANAGEMENT AS 0.07% of their portfolio | 242.4k $26.8m | Reduced -5.6k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 241.9k $26.8m | Added +13.1k |
| Aberdeen Group plc 0.04% of their portfolio | 241.8k $26.5m | Added +28.6k |
| Vontobel Holding Ltd. 0.08% of their portfolio | 239.2k $26.5m | Added +9.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.07% of their portfolio | 232.8k $25.8m | Reduced -11.6k |
| Zuckerman Investment Group, LLC 2.37% of their portfolio | 231.5k $25.6m | Reduced -11.3k |
| CANADA LIFE ASSURANCE Co 0.04% of their portfolio | 226.3k $24.8m | Added +5.2k |
| Squarepoint Ops LLC 0.05% of their portfolio | 206.1k $22.8m | Added +199.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 202.7k $22.5m | Added +1.6k |
| STRS OHIO 0.08% of their portfolio | 194.9k $21.6m | Reduced -73.7k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 192.5k $21.3m | Added +139.6k |
| CIBC Private Wealth Group LLC 0.03% of their portfolio | 183.2k $20.3m | Reduced -3.1k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% of their portfolio | 180.7k $20.0m | Added +2.3k |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 180.2k $20.0m | Reduced -931 |
| CITIGROUP INC 0.01% of their portfolio | 177.4k $19.6m | Added +2.5k |
| Calamos Advisors LLC 0.08% of their portfolio | 169.7k $18.8m | Unchanged |
| Busey Bank 0.51% of their portfolio | 163.6k $18.1m | Added +62 |
| SCOPUS ASSET MANAGEMENT, L.P. 0.43% of their portfolio | 162.4k $18.0m | Added +54.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 162.3k $18.0m | Reduced -16.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 159.1k $17.6m | Added +6.8k |
| Northwest & Ethical Investments L.P. 0.41% of their portfolio | 156.5k $17.3m | Reduced -44.7k |