Also trades as: 0Y5X.L (LSE) · $vol 0M
PNR Institutional Ownership
Pentair plc
1W: +5.3%
1M: +3.0%
3M: -17.2%
YTD: -47.5%
1Y: -50.0%
3Y: -10.4%
5Y: -19.3%
$62.29
+7.07 (+12.80%)
After Hours: $61.84 (-0.45, -0.72%)
Weekly Expected Move ±3.3%
$52
$53
$55
$57
$59
Credit Risk of going bust: lower than 72% of companies Debt: 16.7% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $0.72 (down 99%), Pentair plc would be worth roughly what it owes.
Total debt $1.76B against a stock market value of $8.82B.
Distance to default 7.97 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $803.0M (short-term plus half of long-term), stock volatility 33.7%; Altman Z'' 4.04. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $1.76B against a stock market value of $8.82B.
Distance to default 7.97 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $803.0M (short-term plus half of long-term), stock volatility 33.7%; Altman Z'' 4.04. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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Institutional Ownership — PNR
822
Institutional Holders
-31 vs prior quarter
0.0%
Ownership
+0.00pp
$11B
Total Invested
98
New Positions
262
Increased
352
Reduced
94
Closed
1.22
Put/Call Ratio
Ownership Trends
Top Institutional Holders (921 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 14,506,289 | $801M | -559,172 | -3.7% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 10,567,740 | $584M | -52,583 | -0.5% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 9,153,174 | $505M | +397,053 | +4.5% | 46Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7,503,868 | $414M | -116,323 | -1.5% | 2Q | SEC ↗ |
| 5 | FMR LLC | 6,757,657 | $373M | +778,974 | +13.0% | 49Q | SEC ↗ |
| 6 | PRICE T ROWE ASSOCIATES INC /MD | 6,408,385 | $354M | -4,842,389 | -43.0% | 16Q | SEC ↗ |
| 7 | NORDEA INVESTMENT MANAGEMENT AB | 5,284,291 | $292M | +1,360,130 | +34.7% | 32Q | SEC ↗ |
| 8 | Invesco Ltd. | 5,015,484 | $277M | +970,957 | +24.0% | 49Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 4,426,047 | $244M | +5,962 | +0.1% | 49Q | SEC ↗ |
| 10 | Amundi | 3,945,014 | $218M | -292,645 | -6.9% | 21Q | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 3,439,643 | $190M | +2,522,166 | +274.9% | 49Q | SEC ↗ |
| 12 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 3,287,263 | $182M | +595,028 | +22.1% | 10Q | SEC ↗ |
| 13 | DIMENSIONAL FUND ADVISORS LP | 3,018,112 | $167M | +772,125 | +34.4% | 49Q | SEC ↗ |
| 14 | MORGAN STANLEY | 2,647,784 | $146M | +374,689 | +16.5% | 49Q | SEC ↗ |
| 15 | AMERIPRISE FINANCIAL INC | 2,493,432 | $138M | -578,338 | -18.8% | 16Q | SEC ↗ |
| 16 | D. E. Shaw & Co., Inc. | 2,110,219 | $117M | +1,513,433 | +253.6% | 2Q | SEC ↗ |
| 17 | Impax Asset Management Group plc | 2,087,003 | $115M | +371,840 | +21.7% | 32Q | SEC ↗ |
| 18 | DEUTSCHE BANK AG | 1,956,880 | $108M | +421,207 | +27.4% | 49Q | SEC ↗ |
| 19 | NORTHERN TRUST CORP | 1,836,990 | $101M | -205,745 | -10.1% | 49Q | SEC ↗ |
| 20 | ProShare Advisors LLC | 1,827,316 | $101M | +246,227 | +15.6% | 49Q | SEC ↗ |
| 21 | Gates Capital Management, Inc. | 1,675,515 | $93M | +772,909 | +85.6% | 17Q | SEC ↗ |
| 22 | Sixth Street Partners Management Compa NEW | 1,498,990 | $83M | — | +0.0% | 1Q | SEC ↗ |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,498,990 | $83M | +16,879 | +1.1% | 15Q | SEC ↗ |
| 24 | DekaBank Deutsche Girozentrale | 1,489,715 | $82M | — | +0.0% | 49Q | SEC ↗ |
| 25 | HSBC HOLDINGS PLC | 1,451,595 | $80M | +181,017 | +14.2% | 49Q | SEC ↗ |
| 26 | UBS Group AG | 1,439,571 | $79M | +213,182 | +17.4% | 47Q | SEC ↗ |
| 27 | Woodline Partners LP | 1,433,185 | $79M | +658,405 | +85.0% | 19Q | SEC ↗ |
| 28 | AQR CAPITAL MANAGEMENT LLC | 1,419,576 | $78M | +872,364 | +159.4% | 36Q | SEC ↗ |
| 29 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 1,410,448 | $78M | -104,291 | -6.9% | 23Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC | 1,367,489 | $76M | +926,578 | +210.2% | 9Q | SEC ↗ |
| 31 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,362,690 | $75M | +100,762 | +8.0% | 9Q | SEC ↗ |
| 32 | FIRST TRUST ADVISORS LP | 1,289,611 | $71M | +74,547 | +6.1% | 49Q | SEC ↗ |
| 33 | GOLDMAN SACHS GROUP INC | 1,159,188 | $64M | -218,008 | -15.8% | 15Q | SEC ↗ |
| 34 | Legal & General Group Plc | 1,088,129 | $60M | -30,308 | -2.7% | 27Q | SEC ↗ |
| 35 | ALLIANCEBERNSTEIN L.P. | 1,059,619 | $59M | +48,809 | +4.8% | 49Q | SEC ↗ |
| 36 | NOMURA ASSET MANAGEMENT CO LTD | 976,770 | $54M | -107,177 | -9.9% | 49Q | SEC ↗ |
| 37 | Pictet Asset Management Holding SA | 918,266 | $51M | -2,988,356 | -76.5% | 12Q | SEC ↗ |
| 38 | VANGUARD FIDUCIARY TRUST CO | 906,842 | $50M | -13,832 | -1.5% | 2Q | SEC ↗ |
| 39 | JPMORGAN CHASE & CO | 792,740 | $44M | -111,983 | -12.4% | 49Q | SEC ↗ |
| 40 | Clean Energy Transition LLP | 778,135 | $43M | +212,264 | +37.5% | 5Q | SEC ↗ |
| 41 | Nuveen, LLC | 654,485 | $36M | +87,274 | +15.4% | 6Q | SEC ↗ |
| 42 | BNP PARIBAS ASSET MANAGEMENT Holding S | 621,084 | $34M | +100,932 | +19.4% | 29Q | SEC ↗ |
| 43 | BANK OF AMERICA CORP /DE | 612,111 | $34M | -483 | -0.1% | 15Q | SEC ↗ |
| 44 | BNP PARIBAS FINANCIAL MARKETS | 567,521 | $31M | +84,115 | +17.4% | 48Q | SEC ↗ |
| 45 | KBC Group NV | 563,802 | $31M | +178,162 | +46.2% | 49Q | SEC ↗ |
| 46 | Vest Financial, LLC | 539,598 | $30M | +56,310 | +11.7% | 23Q | SEC ↗ |
| 47 | PARNASSUS INVESTMENTS, LLC | 529,474 | $29M | -17,829 | -3.3% | 19Q | SEC ↗ |
| 48 | Eurizon Capital SGR S.p.A. | 511,205 | $28M | +114,675 | +28.9% | 2Q | SEC ↗ |
| 49 | Swiss National Bank | 455,787 | $25M | -24,500 | -5.1% | 49Q | SEC ↗ |
| 50 | Mitsubishi UFJ Asset Management Co., L | 443,370 | $24M | +36,769 | +9.0% | 49Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 1,498,990 | $83M |
| Point72 Asset Management, L.P. | 333,599 | $18M |
| Janney Montgomery Scott LLC | 305,889 | $17M |
| NORGES BANK | 274,700 | $15M |
| Curated Wealth Partners LLC | 95,127 | $5M |
| XTX Topco Ltd | 82,066 | $5M |
| Quadrature Capital Ltd | 81,202 | $4M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 46,021 | $3M |
| STANCE CAPITAL LLC | 36,156 | $2M |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 36,114 | $2M |
| HENNESSY ADVISORS INC | 29,989 | $2M |
| FOX RUN MANAGEMENT, L.L.C. | 29,273 | $2M |
| Penserra Capital Management LLC | 21,171 | $1M |
| Jupiter Topco LLC | 20,649 | $1M |
| OCCUDO QUANTITATIVE STRATEGIES LP | 20,271 | $1M |
| SummitTX Capital, L.P. | 18,501 | $1M |
| New England Research & Management, | 15,225 | $841K |
| Sivia Capital Partners, LLC | 15,111 | $834K |
| NOVEM GROUP | 12,136 | $670K |
| TWO SIGMA SECURITIES, LLC | 10,183 | $562K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| 140 Summer Partners LP | 607,112 | $34M |
| Clark Capital Management Group, Inc | 287,504 | $16M |
| SCOPUS ASSET MANAGEMENT, L.P. | 231,118 | $13M |
| Lighthouse Investment Partners, LLC | 148,907 | $8M |
| Northwest & Ethical Investments L.P | 144,280 | $8M |
| Achmea Investment Management B.V. | 137,956 | $8M |
| ING GROEP NV | 123,305 | $7M |
| Alyeska Investment Group, L.P. | 113,289 | $6M |
| Tredje AP-fonden | 75,297 | $4M |
| DARK FOREST CAPITAL MANAGEMENT LP | 69,904 | $4M |
| TWINBEECH CAPITAL LP | 59,942 | $3M |
| Gallo Partners, LP | 40,980 | $2M |
| CenterBook Partners LP | 40,003 | $2M |
| IEQ CAPITAL, LLC | 38,990 | $2M |
| Avanza Fonder AB | 38,940 | $2M |
| Connor, Clark & Lunn Investment Man | 37,200 | $2M |
| Lombard Odier Asset Management (Eur | 33,877 | $2M |
| Qube Research & Technologies Ltd | 28,374 | $2M |
| CANADA PENSION PLAN INVESTMENT BOAR | 25,595 | $1M |
| ALLSTATE CORP | 23,971 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Bank of New York Mellon Corp | +2,522,166 | +274.9% | 3,439,643 |
| D. E. Shaw & Co., Inc. | +1,513,433 | +253.6% | 2,110,219 |
| NORDEA INVESTMENT MANAGEMENT AB | +1,360,130 | +34.7% | 5,284,291 |
| Invesco Ltd. | +970,957 | +24.0% | 5,015,484 |
| CITADEL ADVISORS LLC | +926,578 | +210.2% | 1,367,489 |
| AQR CAPITAL MANAGEMENT LLC | +872,364 | +159.4% | 1,419,576 |
| FMR LLC | +778,974 | +13.0% | 6,757,657 |
| Gates Capital Management, Inc. | +772,909 | +85.6% | 1,675,515 |
| DIMENSIONAL FUND ADVISORS LP | +772,125 | +34.4% | 3,018,112 |
| Woodline Partners LP | +658,405 | +85.0% | 1,433,185 |
| MASSACHUSETTS FINANCIAL SERVICES CO | +595,028 | +22.1% | 3,287,263 |
| DEUTSCHE BANK AG | +421,207 | +27.4% | 1,956,880 |
| STATE STREET CORP | +397,053 | +4.5% | 9,153,174 |
| MORGAN STANLEY | +374,689 | +16.5% | 2,647,784 |
| Impax Asset Management Group plc | +371,840 | +21.7% | 2,087,003 |
| ProShare Advisors LLC | +246,227 | +15.6% | 1,827,316 |
| Walleye Capital LLC | +231,680 | +458.8% | 282,180 |
| UBS Group AG | +213,182 | +17.4% | 1,439,571 |
| Clean Energy Transition LLP | +212,264 | +37.5% | 778,135 |
| HSBC HOLDINGS PLC | +181,017 | +14.2% | 1,451,595 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD | -4,842,389 | -43.0% | 6,408,385 |
| Pictet Asset Management Holding SA | -2,988,356 | -76.5% | 918,266 |
| UBS AM, a distinct business unit of | -2,698,492 | -98.8% | 32,747 |
| Balyasny Asset Management L.P. | -890,961 | -68.3% | 413,846 |
| AMERIPRISE FINANCIAL INC | -578,338 | -18.8% | 2,493,432 |
| BlackRock, Inc. | -559,172 | -3.7% | 14,506,289 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -433,877 | -95.3% | 21,619 |
| PANAGORA ASSET MANAGEMENT INC | -383,724 | -63.6% | 219,748 |
| MILLENNIUM MANAGEMENT LLC | -368,700 | -66.3% | 187,110 |
| Schonfeld Strategic Advisors LLC | -303,492 | -76.0% | 95,819 |
| Amundi | -292,645 | -6.9% | 3,945,014 |
| Assenagon Asset Management S.A. | -247,083 | -81.1% | 57,757 |
| GOLDMAN SACHS GROUP INC | -218,008 | -15.8% | 1,159,188 |
| NORTHERN TRUST CORP | -205,745 | -10.1% | 1,836,990 |
| BARCLAYS PLC | -202,781 | -44.0% | 258,059 |
| Allianz Asset Management GmbH | -169,472 | -28.2% | 430,781 |
| California Public Employees Retirem | -158,291 | -31.5% | 344,981 |
| Man Group plc | -137,447 | -32.1% | 290,246 |
| Treasurer of the State of North Car | -136,991 | -38.1% | 222,470 |
| MARSHALL WACE, LLP | -136,247 | -91.1% | 13,252 |