Pentair

PNR • NYSE

Pentair is a industrial - machinery company in the industrials sector on NYSE, led by John L. Stauch, with a market cap of $17.3B. As of Q3 2025, 92% of shares are held by 743 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.12%.

President and Chief Executive OfficerJohn L. Stauch

Market Cap$17.3B

Industrial - Machinery

Industrials

Employees10.5K

Websitepentair.com

Country

United States of America

Overview

Overview of institutional ownership in PNR as of Q3 2025 with a market cap of $18.2B

All Institutions

Institutions: 743
Value Held: $16.7B
Shares Held: 150.5M
Avg Position: $22.4M
Median Position: $664.6K

Hedge Funds

Hedge Funds: 44
Value Held: $858.4M
Shares Held: 7.8M
Avg Position: $19.5M
Median Position: $4.2M

Ownership Breakdown

Institutional (non-HF)

87.05%

$15.8B

Hedge Funds

4.73%

$858.4M

Retail & Other

8.23%

$1.5B

Based on market cap of $18.2B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in PNR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$2.2B 0.03% of portfolio	12.12% 19.9M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$1.7B 0.03% of portfolio	9.35% 15.3M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$966.7M 0.03% of portfolio	5.32% 8.7M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$844.9M 0.09% of portfolio	4.65% 7.6M shares	≤ Q2 2013 Held for 12y 5m+	$912.31B
FMR LLC Institution	-	$668.6M 0.03% of portfolio	3.68% 6.0M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
Pictet Asset Management Holding SA Long Only Manager	Elizabeth Retta Dillon CEO	$530.5M 0.51% of portfolio	2.92% 4.8M shares	Q3 2023 Held for 2y 2m	$103.68B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$473.3M 0.03% of portfolio	2.62% 4.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
A Amundi Institution	-	$426.0M 0.14% of portfolio	2.33% 3.8M shares	Q2 2021 Held for 4y 5m	$311.18B
I Impax Asset Management Group plc Long Only Manager	Moise Nmn Piram President	$396.3M 2.31% of portfolio	2.19% 3.6M shares	Q3 2018 Held for 7y 2m	$17.1B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$366.9M 0.06% of portfolio	2.02% 3.3M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B

Net Capital Flow

Institutional buying and selling activity for PNR in Q3 2025

Traded: +$524.2M
Buyers: 384
Sellers: 299
Total Bought: +$1.8B
Total Sold: −$1.3B
Avg Position: $20.2M

Biggest Buyers

Institution	Net Bought	Current Position
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	+$612.0M +5.5M shares	$844.9M 7.6M shares
NORDEA INVESTMENT MANAGEMENT AB Institution	+$197.4M +1.8M shares	$311.0M 2.8M shares
AMERIPRISE FINANCIAL INC Institution	+$185.1M +1.7M shares	$358.5M 3.2M shares
1 140 Summer Partners LP Hedge Fund•Multi-Strategy	+$60.8M +548.5K shares	$60.8M 548.5K shares
P Pacer Advisors, Inc. Institution	+$55.1M +497.9K shares	$56.8M 512.4K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$48.6M +442.5K shares	$161.8M 1.5M shares
GOLDMAN SACHS GROUP INC Institution	+$47.6M +429.9K shares	$111.4M 1.0M shares
SCHRODER INVESTMENT MANAGEMENT GROUP RIA/Wealth	+$43.8M +399.4K shares	$75.2M 686.1K shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	+$41.4M +373.4K shares	$41.4M 373.4K shares
ZACKS INVESTMENT MANAGEMENT RIA/Wealth	+$37.7M +340.2K shares	$37.7M 340.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
B BlackRock, Inc. Institution	−$192.9M −1.7M shares	$1.7B 15.3M shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	−$134.9M −1.2M shares	$154.3M 1.4M shares
I Impax Asset Management Group plc Long Only Manager	−$91.1M −824.5K shares	$396.3M 3.6M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$75.9M −684.9K shares	$361.3M 3.3M shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	−$75.8M −738.4K shares	Sold Off 0 shares
A ADAGE CAPITAL PARTNERS GP LLC Institution	−$49.7M −483.7K shares	Sold Off 0 shares
A Amundi Institution	−$37.7M −337.7K shares	$426.0M 3.8M shares
MORGAN STANLEY RIA/Wealth	−$37.1M −334.5K shares	$225.1M 2.0M shares
Pictet Asset Management Holding SA Long Only Manager	−$34.9M −315.2K shares	$530.5M 4.8M shares
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	−$33.6M −303.7K shares	$11.3M 102.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited PNR in Q3 2025

New Positions: 60
New Value: $167.0M
Exited Positions: 81
Exited Value: $278.3M

New Positions

Institution	Position Value
1 140 Summer Partners LP Hedge Fund•Multi-Strategy	$60.8M 548.5K shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	$41.4M 373.4K shares
ZACKS INVESTMENT MANAGEMENT RIA/Wealth	$37.7M 340.2K shares
T Tribune Investment Group LP Hedge Fund•Event Driven	$13.3M 120.0K shares
IMC-Chicago, LLC RIA/Wealth	$1.6M 14.8K shares
Trium Capital LLP Hedge Fund•Multi-Strategy	$1.4M 12.5K shares
I Inscription Capital, LLC RIA/Wealth	$1.1M 10.0K shares
J. Safra Sarasin Holding AG Fund of Funds	$884.5K 8.0K shares
C CAPROCK Group, Inc. Fund of Funds	$603.6K 5.6K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$537.0K 4.8K shares

Exited Positions

Institution	Previous Position
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	$75.8M 738.4K shares
A ADAGE CAPITAL PARTNERS GP LLC Institution	$49.7M 483.7K shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	$28.2M 274.4K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$22.1M 215.6K shares
S Sienna Gestion Institution	$11.2M 119.7K shares
A AXA Institution	$11.1M 108.1K shares
Marshall Wace LLP Institution	$10.4M 101.1K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$9.5M 92.3K shares
Aquatic Capital Management LLC Hedge Fund•Quant	$6.4M 62.1K shares
H HRT FINANCIAL LLC Institution	$5.6M 54.8K shares

Options Activity

Institutions with the largest Call and Put options positions in PNR as of Q3 2025

Call Positions: 11
Call Value: $102.6M
Put Positions: 8
Put Value: $12.2M

Call Positions

Institution	Position Value
S SCOPUS ASSET MANAGEMENT, L.P. Hedge Fund•Long/Short	$44.3M 4.0K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$31.6M 2.9K contracts
J JANE STREET GROUP, LLC Institution	$10.5M 948.0 contracts
R ROYAL BANK OF CANADA Institution	$5.7M 515.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.6M 323.0 contracts
UBS Group AG Institution	$3.6M 321.0 contracts
P PEAK6 LLC Institution	$1.3M 119.0 contracts
W WOLVERINE TRADING, LLC Institution	$646.9K 59.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$620.3K 56.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$487.3K 44.0 contracts

Put Positions

Institution	Position Value
S SCOPUS ASSET MANAGEMENT, L.P. Hedge Fund•Long/Short	$7.8M 700.0 contracts
J JANE STREET GROUP, LLC Institution	$1.4M 126.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.1M 103.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$830.7K 75.0 contracts
C Capula Management Ltd Institution	$454.1K 41.0 contracts
CAPSTONE INVESTMENT ADVISORS, LLC Hedge Fund•Multi-Strategy	$409.8K 37.0 contracts
Walleye Trading LLC RIA/Wealth	$177.2K 16.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$77.5K 7.0 contracts

Most Committed Institutions

Institutions with PNR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
T Tribune Investment Group LP Hedge Fund•Event Driven	Bogdan George Cosmaciuc CIO	6.44% $13.3M	0.07% 120.0K shares	Q3 2025 Held for 2 months	$206.4M
1 140 Summer Partners LP Hedge Fund•Multi-Strategy	Peter Watkins Rosenblum CIO	5.12% $60.8M	0.33% 548.5K shares	Q3 2025 Held for 2 months	$1.2B
Gates Capital Management, Inc. Hedge Fund•Event Driven	Jeffrey Linn Gates President	3.70% $119.7M	0.66% 1.1M shares	Q2 2022 Held for 3y 5m	$3.2B
Clean Energy Transition LLP Hedge Fund•Long/Short	Per Axel Lekander CEO	3.04% $34.7M	0.19% 313.0K shares	Q2 2025 Held for 5 months	$1.1B
Charter Oak Advisors LP Hedge Fund•Multi-Strategy	Bradford C Walker Managing Partner	3.00% $5.4M	0.03% 48.3K shares	Q4 2024 Held for 11 months	$178.3M
Zuckerman Investment Group, LLC RIA/Wealth	Daniel Ross Zuckerman CEO	2.38% $25.6M	0.14% 231.5K shares	Q1 2019 Held for 6y 8m	$1.1B
I Impax Asset Management Group plc Long Only Manager	Moise Nmn Piram President	2.31% $396.3M	2.19% 3.6M shares	Q3 2018 Held for 7y 2m	$17.1B
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC RIA/Wealth	Sean Adam Metrose President	1.99% $39.6M	0.22% 357.8K shares	Q1 2023 Held for 2y 8m	$2.0B
Outfitter Financial LLC RIA/Wealth	David Andrew Kenkel Managing Partner	1.73% $2.1M	0.01% 19.3K shares	Q4 2020 Held for 4y 11m	$123.7M
MCDONALD PARTNERS LLC RIA/Wealth	Arnold Beatty Mcdonald CEO	1.71% $5.7M	0.03% 51.6K shares	Q4 2020 Held for 4y 11m	$333.3M

Hedge Fund Spotlight

Discover hedge funds investing in PNR

Tribune Investment Group LP

Hedge Fund • Event Driven

Portfolio ManagerBogdan George Cosmaciuc

Portfolio Value: $206.4M
Positions: 21
Last Reported: Q3 2025

Sector Allocation

Position in Pentair

Market Value: $13.3M
Shares Held: 120.0K
Portfolio Weight: 6.44%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Core & Main CNM	Industrial - Distribution Industrials	$18.0M	8.74%
2 CSX CSX	Railroads Industrials	$17.8M	8.60%
3 Genuine Parts GPC	Specialty Retail Consumer Cyclical	$17.3M	8.39%