Pentair plc

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 723 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• nVent Electric plc: Pentair completed a full separation of its Electrical business as nVent Electric plc via spin-off on 30 Apr 2018 (dividend in specie, distribution to Pentair shareholders effective 1 May 2018, nVent listed on NYSE as 'NVT'). Pentair's FY2018 10-K (filed 19 Feb 2019, the filing covering the year the separation occurred) states explicitly: 'The Company did not retain any equity interest in nVent.' The current FY2025 10-K and Q2 2026 10-Q (the newest filings on record) contain no mention of any retained nVent stake; every apparent 'nVent' text hit in both current filings is a false-positive substring match inside words like 'conventional' or 'inventories', not an actual reference to nVent Electric plc. Per the project's rule, this is recorded as a note with NO row (a completed, fully sourced exit), not a null-shares row. Source for the separation and the no-retained-interest statement: https://www.sec.gov/Archives/edgar/data/77360/000007736019000006/a2018pnr-10k.htm (FY2018 10-K). Source confirming no current-filing mention: the FY2025 10-K and Q2 2026 10-Q listed in company.sources.
• Holdings side, beyond the five Exhibit 21 minority stakes recorded as rows: searched the Q2 2026 10-Q (period 30 Jun 2026, filed 28 Jul 2026, the newest filing on record) and the FY2025 10-K (filed 24 Feb 2026) for 'equity method', 'equity investment', 'investment in', 'non-marketable', 'joint venture', 'unconsolidated', 'nVent', and checked Exhibit 21 for an ownership-percentage column. The 10-Q has zero hits for 'equity method', 'non-marketable' or 'joint venture'; its only relevant disclosure is 'Equity income of unconsolidated subsidiaries' of $1.0 million (H1 2026) vs $0.4 million (H1 2025), an INCOME line, not a balance, with no investee named. The 10-K's only body-text disclosure is the accounting policy sentence that investees where Pentair can exercise significant influence without control are equity-method accounted, plus the same 'Equity income of unconsolidated subsidiaries' line ($1.0M / $1.9M / $2.8M for 2025/2024/2023). Neither filing gives a balance-sheet dollar value for equity-method or minority investments; the consolidated balance sheet folds any such amount into 'Other non-current assets' ($338.8M at 31 Dec 2025) with no further breakdown. No investee is named in either filing's main body. Per the project's rule against assigning a combined, unnamed balance to any one holding, this unnamed, unbroken-out income figure is recorded here rather than as a holdings row.
• Exhibit 21 to the FY2025 10-K ('Pentair plc and subsidiaries as of December 31, 2025') DOES carry an ownership-percentage column via footnotes, unlike a bare name list: 7 footnoted entries out of roughly 115 total entities. Five are recorded as holdings rows (Aqua Membranes 10.26%, the Faradyne Motors JV 50%, The Global H2O Initiative 18.26%, Voltea Ltd. 1.69%, Nano Terra 0.9%). Two are excluded as not meeting the brief's 'material equity stake in another company' test: Pentair Philippines, Inc. is footnoted '(4) 99.99% owned', which is a de minimis minority (almost certainly a local-law nominee-share requirement) on what is otherwise a normal wholly owned operating subsidiary, so it is treated under the brief's 'wholly owned operating subsidiaries' exclusion rather than as a cross-holding; Surface Logix LLC is footnoted '(5) 0.01% owned', a near-zero equity sliver in an entity that is nonetheless listed among Pentair's 'subsidiaries', so it is recorded here as a genuine but immaterial finding rather than a holdings row.
• Pentair's 2026 DEF 14A 5%-owner table (filed 20 Mar 2026) lists Vanguard, BlackRock and State Street, ALL THREE sourced to Schedule 13G/A filings that are stale relative to the fresh Q2 2026 13F-HR sweep used in this file: Vanguard's cited 13G/A is 'as of December 29, 2023' (over two years old), BlackRock's is 'as of March 31, 2025', and State Street's is 'as of December 31, 2023'. Unlike Allegion, where the proxy omitted Vanguard from the table entirely, Pentair's proxy DOES include Vanguard, so the defect here is staleness rather than a full omission. Refreshing all three with the fresh 13F-HR sweep moved Vanguard from 19,916,751 (12.32%, stale) to 19,750,154 (12.37%, fresh, a small net decrease in shares but the fresh percentage is marginally higher because the current share count, 159,637,950, is itself lower than whatever denominator the 2-year-old proxy figure implied), BlackRock DOWN from 14,910,589 (9.23%) to 14,506,289 (9.09%), and State Street DOWN slightly from 9,209,527 (5.70%) to 9,153,174 (5.73% against the current denominator). Per the project's rule, the fresh 13F-HR figures are used on every row; the stale proxy figures are preserved in each row's own method_note as the reconciliation.
• Capital Group checked across all six registrants per the project's TransDigm precedent and found to hold NOTHING in Pentair as of Q2 2026: Capital World Investors CIK 0001422849, Capital International Investors CIK 0001562230, Capital Research Global Investors CIK 0001422848, Capital International, Inc./CA/ CIK 0000895213, Capital International Ltd /CA/ CIK 0001065350, and Capital International Sarl CIK 0001065349 (all filed 13F-HR 12 Aug 2026 for period 30 Jun 2026). None of the six has a row matching CUSIP G7S00T104 (searched directly for 'PENTAIR' in each information table). No row recorded; this is a genuine negative across all six registrants.
• data/registers/PNR.json (a 31 Mar 2026 13F snapshot) was used ONLY to enumerate the Vanguard family's filing entities (7 of the eventual 8, missing Vanguard National Trust Co 0001984256, which turned out to hold zero Pentair anyway) and to identify other sizable 13F holders worth checking; it carries NO Capital Group entity at all, consistent with the negative finding above, and lists T. Rowe Price Associates but not T. Rowe Price Investment Management (which does hold Pentair as of Q2 2026, per this file). Every SHARE FIGURE in this file was independently re-fetched from each holder's own Q2 2026 (30 Jun 2026) 13F-HR filing rather than taken from that snapshot.
• Implied per-share price check: dividing each institutional 13F row's dollar value by its share count gives $76.66/sh for 9 of the 10 institutional rows (Vanguard's 8 entities combined, BlackRock, State Street, FMR, T. Rowe Price's 2 entities combined, Invesco, Amundi, Morgan Stanley, Northern Trust), and $76.36/sh for Geode (a roughly 0.4% deviation), all dated 30 Jun 2026: a tight, independent cross-check that every row is the same instrument (CUSIP G7S00T104, Pentair plc ordinary shares) at the same date, and that the T. Rowe Price 'values in thousands' conversion was applied correctly on both of its registrants. This implied price is well below the live 19 Aug 2026 close of $65.59 (stockanalysis.com) used for market_cap_usd, consistent with a sharp decline over the roughly 7 weeks between the two dates; a web search on 19 Aug 2026 found analyst downgrades and 2026-performance concerns cited as the reason, and the stock's 52-week range (per the same source) is $57.60 to $113.95, consistent with that magnitude of move.
• Self-gate computed from this final file on disk: 11 register rows. No row rolls up into another (the 17-person directors/officers proxy aggregate has no individually broken-out member rows in this file, since every named director and NEO held under 1% individually and the CEO, the largest, held 0.92%), so every row counts at full value per the chart's own arithmetic. Total shares: 19,750,154 (Vanguard) + 14,506,289 (BlackRock) + 9,153,174 (State Street) + 6,757,657 (FMR/Fidelity) + 6,592,277 (T. Rowe Price) + 5,015,484 (Invesco) + 4,426,047 (Geode) + 3,945,014 (Amundi) + 2,647,784 (Morgan Stanley) + 1,836,990 (Northern Trust) + 2,038,980 (directors and officers) = 76,669,850 shares. Against shares_outstanding of 159,637,950 (30 Jun 2026 10-Q cover page), that is 48.03% of the company. This is ABOVE the brief's 'roughly 25% to 45%' expectation but within the chunk-prompt's hard fail bounds of below 15% or above 55%. Checked for the three usual causes before accepting it: (1) no holder appears twice, each institutional row is a single named filer or an explicitly summed family/roll-up (Vanguard's 8 entities, T. Rowe's 2 entities) with no overlap with any other row, and Capital Group was checked across all six registrants and holds zero, so it is a note, not a row; (2) every institutional row is the same CUSIP G7S00T104 common/ordinary stock read directly from that holder's own Q2 2026 13F-HR, no units, no pre/post-split mismatch (Pentair has not split its stock in the period covered); (3) the implied-price check above shows all 11 institutional-price-bearing rows agree to within 0.4% per share. The high total appears to reflect genuinely heavy, concentrated institutional and index-fund ownership of Pentair (a large-cap S&P 500 industrial with a relatively small float after years of buybacks) rather than a data error; 10 of the 11 rows are independently sourced, freshly dated Q2 2026 13F-HR filings with mutually consistent implied prices, which is the strongest available cross-check this project has for this figure.
• Pentair plc is incorporated in Ireland but reports in USD and files as a US domestic filer (10-K/10-Q/DEF 14A rather than 20-F/6-K), consistent with the brief's expectation. Two effects of the Irish incorporation observed while researching this file: (1) the DEF 14A and 10-Q both call the equity 'ordinary shares' throughout rather than 'common stock' (the 10-Q's cover page, unusually, actually says 'shares of registrant's common stock were outstanding', mixing both terms in the same sentence), and the CUSIP records for the instrument (G7S00T104) list it as ordinary shares; the proxy includes several Irish-law-specific shareholder resolutions (authority to allot new shares, opt out of statutory preemption rights, re-allot treasury shares) with 75% supermajority thresholds not found in a Delaware-incorporated peer's proxy. (2) The 2026 DEF 14A's 5%-owner table is built entirely from Schedule 13G filings, all of them stale (see the note above); nothing found here indicates the Irish incorporation itself changes who must file a 13D/G against a NYSE-listed, SEC-reporting Irish plc, so the staleness looks like an ordinary proxy-preparation lag rather than an Ireland-specific effect (contrast with Allegion, another Irish plc in this project, where the same proxy pattern took the more severe form of omitting Vanguard from the table entirely).
• Market cap uses a live closing quote (stockanalysis.com, $65.59, close of trading 19 Aug 2026) multiplied by the 30 Jun 2026 10-Q cover-page share count of 159,637,950; stockanalysis.com's own reported market cap ($10.47bn) and shares outstanding (159.64 million) independently corroborate both inputs on the same page. An attempt to fetch a live Nasdaq API quote for cross-reference timed out repeatedly and was not used.
• During research, a subsequent-events note in the Q2 2026 10-Q disclosed that on 27 Jul 2026 Pentair agreed to acquire 100% of Taco Group Holdings for $1.425 billion (not yet closed) and, separately, had acquired Hydra-Stop LLC for $292.1 million in cash. Both are acquisitions of businesses Pentair will wholly own (or agree to wholly own), not minority equity stakes in another company, so neither is a holdings-side cross-holding under the brief and neither is recorded as a row.