Pentair — Institutional Ownership

Which tracked institutions hold PNR, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

40
Funds holding
$3469039062
Total value held
Buying
27 added/new · 11 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $1112052064 14506289 -559172 -3.71%
2 State Street Corp $701682319 9153174 +397053 +4.53%
3 Invesco Ltd. $384486990 5015484 +5015484 NEW BUY
4 Bank Of New York Mellon Corp $263683068 3439643 +2522166 +274.90%
5 Morgan Stanley $202979340 2647784 +374689 +16.48%
6 Ameriprise Financial Inc $191145883 2493432 +2493432 NEW BUY
7 Northern Trust Corp $140823653 1836990 -205745 -10.07%
8 Ubs Group Ag $112818222 1471670 +1471670 NEW BUY
9 Goldman Sachs Group Inc $88863300 1159188 -218008 -15.83%
10 Jpmorgan Chase & Co $61060322 792740 -111983 -12.38%
11 Bank Of America Corp /De/ $46924413 612111 -483 -0.08%
12 Wells Fargo & Company/Mn $22285371 290705 +3150 +1.10%
13 Barclays Plc $19782805 258059 -594781 -69.74%
14 Citigroup Inc $17200051 224368 +25931 +13.07%
15 Principal Financial Group Inc $15608758 203610 -5041 -2.42%
16 Raymond James Financial Inc $14918215 194602 +8859 +4.77%
17 Bank Of Montreal /Can/ $14255338 185955 +57796 +45.10%
18 Royal Bank Of Canada $12249000 159774 -121952 -43.29%
19 Us Bancorp \De\ $10634431 138722 +277 +0.20%
20 Stifel Financial Corp $9048742 118035 +118035 NEW BUY
21 Sei Investments Co $5870088 76572 +9136 +13.55%
22 Federated Hermes, Inc. $4465299 58248 +58248 NEW BUY
23 Pnc Financial Services Group, Inc. $2889582 37693 -2461 -6.13%
24 M&T Bank Corp $2438225 31812 +291 +0.92%
25 Hennessy Advisors Inc $2298957 29989 +29989 NEW BUY
26 Janus Henderson Group Plc $1904469 21849 +21849 NEW BUY
27 Prudential Financial Inc $1720250 22440 +6177 +37.98%
28 Nomura Holdings Inc $1614690 21063 +8574 +68.65%
29 Franklin Resources Inc $1373822 17921 -54786 -75.35%
30 Truist Financial Corp $996338 12997 -11519 -46.99%
31 Fifth Third Bancorp $382380 4988 +1486 +42.43%
32 Citizens Financial Group Inc/Ri $288187 3759 +3759 NEW BUY
33 Alti Global, Inc. $252824 3298 +83 +2.58%
34 Zions Bancorporation, National Association /Ut/ $24071 314 +314 NEW BUY
35 Atlantic Union Bankshares Corp $11499 150 Held
36 First Horizon Corp $4063 53 +53 NEW BUY
37 Texas Capital Bancshares Inc/Tx $1108 10 +10 NEW BUY
38 Cullen/Frost Bankers, Inc. $613 8 +8 NEW BUY
39 Southstate Bank Corp $307 4 +4 NEW BUY
40 Valley National Bancorp $5 70 Held

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.