undamentalytics Newsletter

Pentair: which funds bought and sold

Institutions that bought and sold Pentair shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 342 institutions that filed 13F reports for both quarters added to or opened positions in Pentair, and 348 cut or closed them. Together they sold a net 166K shares, −0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 95K shares (−0.3%); index fund managers were net sellers of 275K shares (−0.5%). 82 opened a new position and 93 sold out entirely.

Bought, Q2 2026 342 institutions, 82 of them new holders Sold, Q2 2026 348 institutions, 93 of them sold out
Net change, all compared −166K shares (−0.1%)
Net change, active managers −95K shares (−0.3%), 35 bought, 32 sold

Buyers versus sellers

institutions compared, 796
Active managers and hedge funds 35 bought · 32 sold · −95K
Index fund managers 6 bought · 6 sold · −275K
Other institutions 301 bought · 310 sold · +203K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Bank Of New York Mellon Corp +2.5M +274.9% 3.4M $264M
D. E. Shaw & Co., Inc. Hedge fund +1.5M +253.6% 2.1M $162M
Nordea Investment Management AB +1.4M +34.7% 5.3M $402M
Invesco Ltd. +971K +24.0% 5.0M $384M
Citadel Advisors LLC Hedge fund +927K +210.2% 1.4M $105M
AQR Capital Management LLC Hedge fund +872K +159.4% 1.4M $109M
FMR LLC Active manager +779K +13.0% 6.8M $518M
Gates Capital Management, Inc. Hedge fund +773K +85.6% 1.7M $128M
Dimensional Fund Advisors LP +772K +34.4% 3.0M $231M
Woodline Partners LP Hedge fund +658K +85.0% 1.4M $110M
Massachusetts Financial Services Co Active manager +595K +22.1% 3.3M $252M
Deutsche Bank Ag\ +421K +27.4% 2.0M $150M
State Street Corp Index funds +397K +4.5% 9.2M $702M
Morgan Stanley +375K +16.5% 2.6M $203M
Impax Asset Management Group PLC +372K +21.7% 2.1M $160M
Point72 Asset Management, L.P. Hedge fund +334K New position 334K $25.6M
Janney Montgomery Scott LLC +306K New position 306K $23.4M
Proshare Advisors LLC Index funds +246K +15.6% 1.8M $140M
Walleye Capital LLC Hedge fund +232K +458.8% 282K $21.6M
UBS Group AG +213K +17.4% 1.4M $110M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Price T Rowe Associates Inc Active manager −4.8M −43.0% 6.4M $491M
Pictet Asset Management Holding SA −3.0M −76.5% 918K $70.4M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC −2.7M −98.8% 33K $2.5M
Balyasny Asset Management L.P. Hedge fund −891K −68.3% 414K $31.7M
Ameriprise Financial Inc −578K −18.8% 2.5M $191M
Blackrock, Inc. Index funds −559K −3.7% 14.5M $1.1B
Northwestern Mutual Wealth Management Co −434K −95.3% 22K $1.7M
Panagora Asset Management Inc Active manager −384K −63.6% 220K $16.8M
Millennium Management LLC Hedge fund −369K −66.3% 187K $14.3M
Schonfeld Strategic Advisors LLC Hedge fund −303K −76.0% 96K $7.3M
Amundi −293K −6.9% 3.9M $302M
Scopus Asset Management, L.P. Hedge fund −231K Sold out 0 —
Goldman Sachs Group Inc −218K −15.8% 1.2M $88.9M
Northern Trust Corp Index funds −206K −10.1% 1.8M $141M
Barclays PLC −203K −44.0% 258K $19.8M
Assenagon Asset Management S.A. −189K −62.1% 116K $8.9M
California Public Employees Retirement System −158K −31.5% 345K $26.4M
Lighthouse Investment Partners, LLC Hedge fund −149K Sold out 0 —
Achmea Investment Management B.V. −138K Sold out 0 —
Man Group PLC Hedge fund −137K −32.1% 290K $22.3M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Point72 Asset Management, L.P.Hedge fund 334K $25.6M
Janney Montgomery Scott LLC 306K $23.4M
Xtx Topco Ltd 82K $6.3M
Quadrature Capital LtdHedge fund 81K $6.2M
Arrowstreet Capital, Limited PartnershipHedge fund 46K $3.5M
Stance Capital LLC 36K $2.8M
Nissay Asset Management Corp /Japan 36K $2.8M
Hennessy Advisors Inc 30K $2.3M
Fox Run Management, L.L.C. 29K $2.2M
Penserra Capital Management LLC 21K $1.6M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Scopus Asset Management, L.P.Hedge fund 231K $20.1M
Lighthouse Investment Partners, LLCHedge fund 149K $13M
Achmea Investment Management B.V. 138K $12M
ING Groep NV 123K $10.7M
Alyeska Investment Group, L.P.Hedge fund 113K $9.9M
Tredje Ap-Fonden 75K $6.6M
Twinbeech Capital LP 60K $5.2M
Centerbook Partners LPHedge fund 40K $3.5M
Avanza Fonder AB 39K $3.4M
Debussy Capital Management LP 38K $3.3M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
713
Ten largest holders
48.1%
of 13F-reported shares
Index fund managers
34.4%
of 13F-reported shares
Active managers and hedge funds
22.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 35 32 5 8 −95K −0.3%
Index fund managers 6 6 0 0 −275K −0.5%
Other institutions 301 310 77 85 +203K +0.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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