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, Q2 2021
Institutional positions in PENTAIR plc as of Jun 30, 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
- 525
- +9 vs. Q1 2021
- Shares held
- 149.8M
- +3.05M (+2.1%) vs. Q1 2021
- Total value
- $10.1B
- +$961.1M (+10.5%) vs. Q1 2021
- New holders
- 57
- 175 more added
- Sold out
- 48
- 175 more reduced
6 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 730 | $11.7B |
| Q1 2026 | 742 | $13.3B |
| Q4 2025 | 787 | $16.0B |
| Q3 2025 | 767 | $16.9B |
| Q2 2025 | 742 | $15.3B |
| Q1 2025 | 728 | $13.1B |
| Q4 2024 | 718 | $15.1B |
| Q3 2024 | 674 | $14.6B |
| Q2 2024 | 640 | $11.8B |
| Q1 2024 | 637 | $13.0B |
| Q4 2023 | 613 | $11.1B |
| Q3 2023 | 585 | $9.55B |
| Q2 2023 | 554 | $9.51B |
| Q1 2023 | 531 | $8.27B |
| Q4 2022 | 507 | $6.80B |
| Q3 2022 | 494 | $6.13B |
| Q2 2022 | 515 | $6.57B |
| Q1 2022 | 558 | $8.04B |
| Q4 2021 | 604 | $10.7B |
| Q3 2021 | 559 | $10.9B |
| Q2 2021 | 525 | $10.1B |
| Q1 2021 | 522 | $9.27B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 6 | $0 | 0.00% | +6 | New |
| Kelly Financial Services LLC | 67 | $1 | 0.00% | +66+6,600.0% | Added |
| WestEnd Advisors, LLC | – | $67 | 0.00% | – | New |
| Baron Financial Group, LLC | 8 | $540 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 15 | $1.00K | 0.00% | +15 | New |
| Candriam Luxembourg S.C.A. | 17 | $1.00K | 0.00% | +17 | New |
| SRS Capital Advisors, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| West Paces Advisors Inc. | 23 | $1.55K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 28 | $1.89K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 27 | $2.00K | 0.00% | −2,250−98.8% | Reduced |
| Creative Financial Designs Inc | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 29 | $2.00K | 0.00% | −8−21.6% | Reduced |
| Stonebridge Capital Advisors LLC | 29 | $2.00K | 0.00% | +11+61.1% | Added |
| Clearstead Advisors, LLC | 29 | $2.00K | 0.00% | +29 | New |
| Sonora Investment Management, LLC | 35 | $2.00K | 0.00% | +35 | New |
| Vectors Research Management, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Financial Perspectives, Inc | 36 | $2.43K | 0.00% | −2,208−98.4% | Reduced |
| Raffa Wealth Management, LLC | 37 | $2.52K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 40 | $2.70K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 42 | $2.83K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 40 | $3.00K | 0.00% | −3−7.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 45 | $3.00K | 0.00% | +4+9.8% | Added |
| McClarren Financial Advisors, Inc. | 48 | $3.00K | 0.00% | −1−2.0% | Reduced |
| KB Financial Partners, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 48 | $3.00K | 0.00% | +3+6.7% | Added |
| Wealth Quarterback LLC | 37 | $3.00K | 0.00% | +37 | New |
| AllSquare Wealth Management LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 60 | $4.00K | 0.00% | +25+71.4% | Added |
| Heritage Wealth Management, LLC | 57 | $4.00K | 0.00% | +57 | New |
| Earnest Partners LLC | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 75 | $5.00K | 0.00% | −6−7.4% | Reduced |
| First Horizon Corp | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 73 | $5.00K | 0.00% | +29+65.9% | Added |
| Zions Bancorporation, N.A. | 79 | $5.00K | 0.00% | +42+113.5% | Added |
| Harbor Investment Advisory, LLC | 91 | $6.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 94 | $6.00K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 94 | $6.00K | 0.00% | +94 | New |
| Washington Trust Co | 107 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 111 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 103 | $7.00K | 0.00% | +2+2.0% | Added |
| CVA Family Office, LLC | 111 | $7.00K | 0.00% | +11+11.0% | Added |
| Global Retirement Partners, LLC | 112 | $8.00K | 0.00% | −17−13.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 123 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 116 | $8.00K | 0.00% | −8−6.5% | Reduced |
| Jacobi Capital Management LLC | 116 | $8.00K | 0.00% | +3+2.7% | Added |
| Pinnacle Bancorp, Inc. | 129 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 130 | $9.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 157 | $11.0K | 0.00% | −130−45.3% | Reduced |
| Smithfield Trust Co | 164 | $11.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 172 | $11.0K | 0.00% | +99+135.6% | Added |
| Brewin Dolphin Ltd | 168 | $11.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $13.0K | 0.00% | −300−60.0% | Reduced |
| IFP Advisors, Inc | 210 | $13.0K | 0.00% | +3+1.4% | Added |
| Sittner & Nelson, LLC | 196 | $13.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 204 | $14.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 217 | $15.0K | 0.00% | −12−5.2% | Reduced |
| AdvisorNet Financial, Inc | 217 | $15.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 225 | $15.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 243 | $16.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 229 | $16.0K | 0.01% | +229 | New |
| American Portfolios Advisors | 250 | $16.9K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 250 | $17.0K | 0.00% | −1−0.4% | Reduced |
| Reilly Financial Advisors, LLC | 281 | $19.0K | 0.00% | −1,684−85.7% | Reduced |
| Tarbox Family Office, Inc. | 285 | $19.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 276 | $19.0K | 0.00% | 00.0% | Unchanged |