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* THE VALUE IS THE MARKET VALUE AS OF THE LAST DAY OF THE QUARTER FOR WHICH THE 13F WAS FILED.
FUND | NUMBER OF SHARES | VALUE ($) | PUT OR CALL |
---|---|---|---|
AMUNDI | 3,407,047 | 338,898,966 | |
AMUNDI ASSET MANAGEMENT US, INC. | 1,269,126 | 79,124 | |
BESSEMER GROUP INC | 1,203,320 | 105,267 | |
AQR CAPITAL MANAGEMENT LLC | 1,011,864 | 101,722,686 | |
AMUNDI | 972,576 | 97,875,186 | |
Allianz Asset Management GmbH | 907,314 | 79,371,829 | |
Assenagon Asset Management S.A. | 786,362 | 68,790,948 | |
abrdn plc | 701,703 | 70,640,441 | |
AMUNDI ASSET MANAGEMENT US, INC. | 594,663 | 37,059 | |
AXA S.A. | 545,945 | 54,943,905 | |
Balyasny Asset Management L.P. | 494,904 | 49,807,139 | |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 429,402 | 43,215,017 | |
BNP PARIBAS FINANCIAL MARKETS | 384,651 | 38,711,277 | |
Bank Julius Baer & Co. Ltd, Zurich | 242,726 | 23,055,678 | |
Busey Bank | 162,569 | 16,360,975 | |
Andra AP-fonden | 145,400 | 14,633,056 | |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 128,923 | 12,974,810 | |
BROWN ADVISORY INC | 114,698 | 10,033,781 | |
Aperio Group, LLC | 105,931 | 5,624 | |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 93,078 | 9,367,370 | |
APG Asset Management N.V. | 89,200 | 8,669,327 | |
Biechele Royce Advisors | 76,274 | 7,459 | |
Asset Management One Co., Ltd. | 75,337 | 6,590,481 | |
Achmea Investment Management B.V. | 64,808 | 5,669 | |
BDL CAPITAL MANAGEMENT | 63,554 | 4,105,588 | |
Baird Financial Group, Inc. | 48,940 | 4,925,391 | |
Arizona State Retirement System | 47,783 | 4,180,057 | |
BANQUE PICTET & CIE SA | 40,766 | 3,566,210 | |
Advisors Asset Management, Inc. | 36,251 | 3,648,301 | |
AMALGAMATED BANK | 33,274 | 2,911 | |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 31,685 | 3,188,778 | |
AZZAD ASSET MANAGEMENT INC /ADV | 29,920 | 3,011,124 | |
Banque Cantonale Vaudoise | 25,905 | 2,266 | |
ASR Vermogensbeheer N.V. | 23,993 | 2,098,935 | |
CAISSE DES DEPOTS ET CONSIGNATIONS | 16,853 | 1,474,301 | |
Avanza Fonder AB | 16,766 | 1,493,683 | |
Barnes Dennig Private Wealth Management LLC | 16,332 | 1,428,723 | |
Atria Investments, Inc | 15,758 | 1,378,518 | |
Aigen Investment Management, LP | 14,059 | 1,229,881 | |
Atom Investors LP | 12,872 | 1,295,438 | |
AMERICAN NATIONAL BANK & TRUST | 9,316 | 814,964 | |
B. Riley Wealth Advisors, Inc. | 9,210 | 926,889 | |
BAILARD, INC. | 9,065 | 793,006 | |
Addison Capital Co | 8,976 | 903,325 | |
Avior Wealth Management, LLC | 8,441 | 738,417 | |
AMERICAN CENTURY COMPANIES INC | 8,134 | 818,606 | |
Allspring Global Investments Holdings, LLC | 7,508 | 661,004 | |
Abundance Wealth Counselors | 7,149 | 625 | |
Brinker Capital Investments, LLC | 6,243 | 280,813 | |
111 Capital | 6,144 | 618,332 | |
Board of the Pension Protection Fund | 6,100 | 533,628 | |
&PARTNERS | 6,014 | 607,020 | |
Annex Advisory Services, LLC | 5,340 | 467,179 | |
Altshuler Shaham Ltd | 5,108 | 514,069 | |
AVANTAX ADVISORY SERVICES, INC. | 5,005 | 437,821 | |
ARMSTRONG SHAW ASSOCIATES INC/CT | 4,749 | 307,498 | |
ADVISOR PARTNERS LLC | 4,653 | 213 | |
ADVISOR PARTNERS II, LLC | 4,317 | 279,532 | |
BENJAMIN EDWARDS INC | 4,293 | 375,558 | |
Applied Finance Capital Management, LLC | 4,144 | 362,517 | |
Bridgefront Capital, LLC | 4,067 | 409,303 | |
Alan B Lancz & Associates, Inc. | 4,042 | 353,595 | |
BURNEY CO/ | 3,999 | 349,804 | |
Allianz SE | 3,985 | 348,608 | |
BUCKINGHAM STRATEGIC WEALTH, LLC | 3,929 | 301,236 | |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3,842 | 295 | |
Atomi Financial Group, Inc. | 3,837 | 386,191 | |
Azimuth Capital Investment Management LLC | 3,409 | 343,082 | |
Baader Bank Aktiengesellschaft | 3,181 | 278,274 | |
Berry Wealth Group, LP | 3,049 | 266,727 | |
BSW Wealth Partners | 3,019 | 264,105 | |
Bill Few Associates, Inc. | 2,962 | 259,116 | |
Ballentine Partners, LLC | 2,634 | 230,422 | |
BLAIR WILLIAM & CO/IL | 2,540 | 222,218 | |
Bank of New Hampshire | 2,540 | 222,199 | |
Bridgewater Associates, LP | 2,377 | 239,221 | |
BRADLEY FOSTER & SARGENT INC/CT | 2,375 | 239,020 | |
Aptus Capital Advisors, LLC | 2,353 | 236,806 | |
Affiance Financial, LLC | 2,351 | 205,665 | |
Ameritas Investment Partners, Inc. | 1,610 | 140,843 | |
ASSETMARK, INC | 1,488 | 130,170 | |
BROWN BROTHERS HARRIMAN & CO | 1,410 | 141,902 | |
BBVA USA | 1,215 | 89 | |
Brooklyn Investment Group | 738 | 74,273 | |
Allworth Financial LP | 367 | 33,119 | |
Annapolis Financial Services, LLC | 350 | 34,227 | |
ADIRONDACK TRUST CO | 300 | 26,241 | |
American Portfolios Advisors | 250 | 10,158 | |
Annis Gardner Whiting Capital Advisors, LLC | 198 | 17,322 | |
Blue Trust, Inc. | 154 | 13,472 | |
Bell Investment Advisors, Inc | 119 | 11,977 | |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 56 | 4,899 | |
Beacon Capital Management, LLC | 45 | 3,937 | |
BROWN, LISLE/CUMMINGS, INC. | 38 | 3,324 | |
Addison Advisors LLC | 27 | 2,362 | |
ARMSTRONG ADVISORY GROUP, INC | 22 | 2,194 | |
ALBION FINANCIAL GROUP /UT | 15 | 1,313 | |
BDO Wealth Advisors, LLC | 15 | 969 | |
Avion Wealth | 5 | 0 | |
Accredited Wealth Management, LLC | 2 | 202 |
DIRECTORS | AGE | BIO | OTHER DIRECTOR MEMBERSHIPS |
---|---|---|---|
THEODORE L. HARRIS Chief Executive Officer, Balchem Corporation Independent Age: 60 Director Since: 2018 Committees: Compensation Governance Other Current Public Board Service: Balchem Corporation (2015–present) | |||
MONA ABUTALEB STEPHENSON Chief Executive Officer, Medical Technology Solutions, LLC Independent Age: 62 Director Since: 2019 Committees: Audit and Finance Other Current Public Board Service: Sandy Spring Bancorp, Inc. (2015–present) Appointed to join the board of Atlantic Union Bankshares Corporation upon its acquisition of Sandy Spring Bancorp, which is expected to close in April 2025 | |||
T. Michael Glenn IND Retired Executive Vice President, FedEx Corporation and Chief Executive Officer, FedEx Services | |||
JOHN L. STAUCH President and Chief Executive Officer, Pentair plc Age: 60 Director Since: 2018 Other Current Public Board Service: Deluxe Corporation (2016–present) | |||
GREGORY E. KNIGHT Senior Advisor, Digital Transformation, Boston Consulting Group, Inc. Independent Age: 57 Director Since: 2021 Committees: Audit and Finance Other Current Public Board Service: Fortis Inc. (2025–present) | |||
David A. Jones Pentair Chair of the Board John L. Stauch Pentair President and CEO | |||
BILLIE I. WILLIAMSON Retired Senior Assurance Partner, Ernst & Young LLP Independent Age: 72 Director Since: 2014 Committees: Governance (Chair) Compensation Other Current Public Board Service: Cricut Inc. (2021–present) Cushman & Wakefield plc (2018–present) |
Name and Principal Position | Year |
Salary
($)
|
Bonus
($) |
Stock
Awards
($)
|
Option
Awards
($)
|
Non-Equity
Incentive Plan
Compensation
($)
|
Change in
Pension
Value and
Non-Qualified
Deferred
Compensation
Earnings
($)
|
All Other
Compensation
($)
|
Total
Compensation ($) |
||||||||||||||||||||
John L. Stauch | 2024 | 1,115,043 | — | 4,874,970 | 1,625,007 | 1,868,316 | 1,246,840 | 39,788 |
|
||||||||||||||||||||
Chief Executive Officer | 2023 | 1,075,041 | — | 4,649,995 | 1,549,963 | 1,630,743 | 1,064,217 | 38,510 | 10,008,469 | ||||||||||||||||||||
2022 | 1,030,040 | — | 4,499,985 | 1,500,027 | 715,206 | — | 38,007 | 7,783,265 | |||||||||||||||||||||
Robert P. Fishman | 2024 | 725,028 | — | 1,349,962 | 449,994 | 899,870 | — | 50,022 | 3,474,876 | ||||||||||||||||||||
Executive Vice President, Chief Financial Officer and Chief Accounting Officer | 2023 | 705,027 | — | 1,312,473 | 437,490 | 822,665 | — | 40,995 | 3,318,650 | ||||||||||||||||||||
2022 | 685,026 | — | 1,293,793 | 431,249 | 380,518 | — | 48,970 | 2,839,556 | |||||||||||||||||||||
Jerome O. Pedretti | 2024 | 660,025 | — | 1,087,487 | 362,497 | 717,077 | — | 38,350 | 2,865,436 | ||||||||||||||||||||
Executive Vice President and Chief Executive Officer, Pool | 2023 | 640,025 | — | 1,049,996 | 349,987 | 285,133 | — | 36,250 | 2,361,391 | ||||||||||||||||||||
2022 | 590,023 | — | 750,010 | 250,001 | 411,206 | — | 38,150 | 2,039,390 | |||||||||||||||||||||
De'Mon L. Wiggins | 2024 | 550,021 | — | 899,975 | 299,996 | 626,384 | — | 49,650 | 2,426,026 | ||||||||||||||||||||
Executive Vice President and President, Flow | |||||||||||||||||||||||||||||
2022 | — | — | — | — | — | — | — | — | |||||||||||||||||||||
Karla C. Robertson | 2024 | 640,025 | — | 787,496 | 262,491 | 635,494 | — | 46,183 | 2,371,689 | ||||||||||||||||||||
Executive Vice President, Chief Sustainability Officer, General Counsel and Secretary | 2023 | 620,024 | — | 750,003 | 249,988 | 542,609 | — | 50,337 | 2,212,961 | ||||||||||||||||||||
2022 | 605,023 | — | 693,785 | 231,252 | 252,058 | — | 35,750 | 1,817,868 |
Customers
Customer name | Ticker |
---|---|
Aramark | ARMK |
Aramark | ARMK |
Herman Miller, Inc. | MLHR |
HNI Corporation | HNI |
Kimball International, Inc. | KBAL |
La-Z-Boy Incorporated | LZB |
Levi Strauss & Co. | LEVI |
Steelcase Inc. | SCS |
Price
Yield
Owner | Position | Direct Shares | Indirect Shares |
---|---|---|---|
Stauch John L | - | 82,432 | 141,883 |
Rolchigo Philip M. | - | 18,535 | 12,719 |
Fishman Robert P | - | 16,755 | 0 |
Chiu Adrian C | - | 15,204 | 5,756 |
Chiu Adrian C | - | 13,943 | 416 |
Pedretti Jerome O | - | 11,629 | 2,604 |
Pedretti Jerome O | - | 11,590 | 3,891 |
Pilla Stephen J | - | 8,299 | 0 |
Wiggins DeMon L | - | 8,128 | 0 |
Pilla Stephen J | - | 6,624 | 4,279 |
Rolchigo Philip M. | - | 4,775 | 68 |
GLENN T MICHAEL | - | 2,281 | 0 |
Doi Tracey | - | 2,276 | 0 |
JONES DAVID A /WI | - | 1,647 | 0 |
Barra Melissa | - | 1,397 | 0 |
Stauch John L | - | 0 | 141,883 |