Skip to main content

PENTAIR plc

PNR
Exchange
NYSE
Industry
Special Industry Machinery (No Metalworking Machinery)
SEC CIK
0000077360

No open-market purchases or sales by PENTAIR plc insiders were filed in the last 90 days; 730 institutions reported holding it in 13F filings for Q2 2026, worth $11.7B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in PENTAIR plc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
522
No complete 13F data for Q4 2020
Shares held
148.7M
No complete 13F data for Q4 2020
Total value
$9.27B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting PNR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 522 institutions
Q1 2021: 522 institutionsQ2 2021: 525 institutionsQ3 2021: 559 institutionsQ4 2021: 604 institutionsQ1 2022: 558 institutionsQ2 2022: 515 institutionsQ3 2022: 494 institutionsQ4 2022: 507 institutionsQ1 2023: 531 institutionsQ2 2023: 554 institutionsQ3 2023: 585 institutionsQ4 2023: 613 institutionsQ1 2024: 637 institutionsQ2 2024: 640 institutionsQ3 2024: 674 institutionsQ4 2024: 718 institutionsQ1 2025: 728 institutionsQ2 2025: 742 institutionsQ3 2025: 767 institutionsQ4 2025: 787 institutionsQ1 2026: 742 institutionsQ2 2026: 730 institutions
Value heldQ1 2021: $9.27B
Q1 2021: $9.27BQ2 2021: $10.1BQ3 2021: $10.9BQ4 2021: $10.7BQ1 2022: $8.04BQ2 2022: $6.57BQ3 2022: $6.13BQ4 2022: $6.80BQ1 2023: $8.27BQ2 2023: $9.51BQ3 2023: $9.55BQ4 2023: $11.1BQ1 2024: $13.0BQ2 2024: $11.8BQ3 2024: $14.6BQ4 2024: $15.1BQ1 2025: $13.1BQ2 2025: $15.3BQ3 2025: $16.9BQ4 2025: $16.0BQ1 2026: $13.3BQ2 2026: $11.7B
Institutions holding PNR and their total value by quarter
QuarterHoldersValue
Q2 2026730$11.7B
Q1 2026742$13.3B
Q4 2025787$16.0B
Q3 2025767$16.9B
Q2 2025742$15.3B
Q1 2025728$13.1B
Q4 2024718$15.1B
Q3 2024674$14.6B
Q2 2024640$11.8B
Q1 2024637$13.0B
Q4 2023613$11.1B
Q3 2023585$9.55B
Q2 2023554$9.51B
Q1 2023531$8.27B
Q4 2022507$6.80B
Q3 2022494$6.13B
Q2 2022515$6.57B
Q1 2022558$8.04B
Q4 2021604$10.7B
Q3 2021559$10.9B
Q2 2021525$10.1B
Q1 2021522$9.27B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding PENTAIR plc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PNR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Key Financial Inc250$16.0K0.01%––
TCI Wealth Advisors, Inc.276$17.0K0.01%––
International Assets Investment Management, LLC292$17.0K0.00%––
Tarbox Family Office, Inc.285$18.0K0.00%––
Spire Wealth Management287$18.0K0.00%––
Brown Brothers Harriman & Co303$19.0K0.00%––
Sowell Financial Services LLC290$20.0K0.00%––
Wealthcare Advisory Partners LLC327$20.0K0.00%––
Barrett Asset Management, LLC336$21.0K0.00%––
RMR Wealth Builders350$22.0K0.01%––
Artemis Wealth Advisors, LLC364$23.0K0.00%––
O'Shaughnessy Asset Management, LLC437$27.0K0.00%––
Gemmer Asset Management LLC427$27.0K0.00%––
Larson Financial Group LLC473$29.0K0.01%––
Trust Co of Vermont500$31.0K0.00%––
Cascade Investment Advisors, Inc.500$31.2K0.02%––
Red Cedar Capital, LLC527$33.0K0.02%––
Berman Capital Advisors, LLC575$35.0K0.01%––
Healthcare of Ontario Pension Plan Trust Fund593$37.0K0.00%––
Wolff Wiese Magana LLC598$37.0K0.03%––
TD Private Client Wealth LLC598$37.3K0.00%––
Ellevest, Inc.604$38.0K0.00%––
Parallel Advisors, LLC664$41.0K0.00%––
Signaturefd, LLC669$42.0K0.00%––
HM Payson & Co687$43.0K0.00%––
CWM, LLC732$49.0K0.00%––
Bollard Group LLC806$50.0K0.00%––
Van Eck Associates Corp845$53.0K0.00%––
Central Trust Co863$54.0K0.00%––
Quadrant Capital Group LLC861$54.0K0.01%––
Ancora Advisors, LLC900$56.0K0.00%––
Federated Hermes, Inc.950$59.0K0.00%––
Lazard Asset Management LLC994$61.0K0.00%––
Ninety One SA (PTY) Ltd1,009$63.0K0.02%––
Optimum Investment Advisors1,038$65.0K0.02%––
Huntington National Bank1,120$70.0K0.00%––
NEXT Financial Group, Inc1,155$72.0K0.01%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,173$73.0K0.01%––
Steward Partners Investment Advisory, LLC1,249$77.8K0.00%––
Capital Advisory Group Advisory Services, LLC1,250$78.0K0.03%––
FORA Capital, LLC1,342$84.0K0.03%––
Federation des caisses Desjardins du Quebec1,375$85.7K0.00%––
Group One Trading, L.P.1,400$87.0K0.00%––
CSat Investment Advisory, L.P.1,400$87.0K0.07%––
Whittier Trust Co of Nevada Inc1,500$93.0K0.00%––
First Mercantile Trust Co1,540$96.0K0.01%––
Sentry Investment Management LLC1,683$105.0K0.03%––
Anchor Investment Management, LLC1,769$110.2K0.02%––
Fifth Third Bancorp1,803$112.0K0.00%––
DuPont Capital Management Corp1,933$120.0K0.00%––
Reilly Financial Advisors, LLC1,965$122.0K0.01%––
IndexIQ Advisors LLC2,121$132.0K0.00%––
Benjamin F. Edwards & Company, Inc.2,282$142.0K0.01%––
Capital Analysts, LLC2,277$142.0K0.01%––
Simplex Trading, LLC2,503$155.0K0.01%––
Advisors Asset Management, Inc.2,575$160.5K0.00%––
Bessemer Group Inc2,623$163.0K0.00%––
Vestcor Inc3,125$195.0K0.01%––
Institutional & Family Asset Management, LLC3,151$196.0K0.04%––
Raymond James Trust N.A.3,257$203.0K0.01%––
JustInvest LLC3,328$207.0K0.03%––
Qtron Investments LLC3,410$213.0K0.06%––
Dixon Hubard Feinour & Brown Inc3,460$216.0K0.05%––
Stratos Wealth Partners, LTD.3,483$217.0K0.01%––
Redpoint Investment Management Pty Ltd3,596$224.0K0.02%––
Athanor Capital, LP3,631$226.0K0.01%––
Beacon Investment Advisory Services, Inc.3,645$227.0K0.01%––
Csenge Advisory Group3,696$229.0K0.02%––
Wealthfront Advisers LLC3,681$229.0K0.00%––
Investors Research Corp3,746$233.0K0.09%––
OneAscent Financial Services LLC3,822$238.0K0.23%––
Mitchell & Pahl Private Wealth, LLC3,835$239.0K0.19%––
Intrust Bank NA3,848$240.0K0.03%––
Equitable Holdings, Inc.3,853$240.0K0.01%––
Berkshire Asset Management LLC3,883$242.0K0.02%––
Engineers Gate Manager LP3,900$243.0K0.01%––
Avidian Wealth Solutions, LLC3,947$246.0K0.02%––
Bel Air Investment Advisors LLC3,996$249.0K0.01%––
Financial Partners Capital Management LLC4,000$249.3K0.05%––
Squarepoint Ops LLC4,054$253.0K0.00%––
Dynamic Technology Lab Private Ltd4,079$254.0K0.03%––
Park Avenue Securities LLC4,111$256.0K0.01%––
Heartland Bank & Trust Co4,147$258.0K0.24%––
USS Investment Management Ltd4,181$261.0K0.00%––
Bradley Foster & Sargent Inc4,240$264.0K0.01%––
Standard Family Office LLC4,231$264.0K0.06%––
Macquarie Group Ltd4,285$267.0K0.00%––
Weld Capital Management LLC4,317$269.0K0.11%––
WealthShield Partners, LLC4,372$272.0K0.05%––
Cooper Financial Group4,384$273.0K0.06%––
Bank of Nova Scotia4,397$274.0K0.00%––
Gofen & Glossberg LLC4,405$275.0K0.01%––
Northwestern Mutual Wealth Management Co4,400$275.0K0.00%––
Regentatlantic Capital LLC4,408$275.0K0.01%––
Canada Pension Plan Investment Board4,414$275.0K0.00%––
Exane Derivatives4,445$277.0K0.08%––
Kerntke Otto McGlone Wealth Management Group4,455$278.0K0.15%––
Kentucky Retirement Systems Insurance Trust Fund4,469$279.0K0.03%––
Bluestein R H & Co4,500$280.0K0.01%––
Cornerstone Wealth Management, LLC4,486$280.0K0.03%––