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 |
|---|---|---|---|---|---|
| CX Institutional | 280 | $19.0K | 0.00% | +56+25.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 277 | $19.0K | 0.00% | +277 | New |
| Brown Brothers Harriman & Co | 311 | $21.0K | 0.00% | +8+2.6% | Added |
| Barrett Asset Management, LLC | 336 | $23.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 377 | $25.0K | 0.00% | +377 | New |
| Steward Partners Investment Advisory, LLC | 425 | $29.0K | 0.00% | −824−66.0% | Reduced |
| Gemmer Asset Management LLC | 427 | $29.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 431 | $29.0K | 0.01% | +431 | New |
| Credit Agricole S A | 440 | $30.0K | 0.00% | +440 | New |
| Larson Financial Group LLC | 474 | $32.0K | 0.01% | +1+0.2% | Added |
| Key Financial Inc | 452 | $33.0K | 0.02% | +202+80.8% | Added |
| Cascade Investment Advisors, Inc. | 500 | $33.7K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 530 | $35.0K | 0.00% | +530 | New |
| Red Cedar Capital, LLC | 527 | $36.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 582 | $38.0K | 0.01% | +7+1.2% | Added |
| TD Private Client Wealth LLC | 577 | $38.9K | 0.00% | −21−3.5% | Reduced |
| Wolff Wiese Magana LLC | 598 | $40.0K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 649 | $44.0K | 0.01% | −2,502−79.4% | Reduced |
| HM Payson & Co | 687 | $46.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 678 | $46.0K | 0.00% | +9+1.3% | Added |
| Parallel Advisors, LLC | 681 | $46.0K | 0.00% | +17+2.6% | Added |
| O'Shaughnessy Asset Management, LLC | 711 | $48.0K | 0.00% | +274+62.7% | Added |
| CWM, LLC | 732 | $49.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 808 | $55.0K | 0.00% | +2+0.2% | Added |
| Central Trust Co | 863 | $58.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 861 | $58.0K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 978 | $66.0K | 0.00% | +133+15.7% | Added |
| Advisory Services Network, LLC | 969 | $66.0K | 0.00% | +969 | New |
| Lazard Asset Management LLC | 994 | $67.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,040 | $70.0K | 0.02% | +2+0.2% | Added |
| Personal Wealth Partners | 1,070 | $72.0K | 0.03% | +1,070 | New |
| Ninety One SA (PTY) Ltd | 1,102 | $74.0K | 0.03% | +93+9.2% | Added |
| Huntington National Bank | 1,120 | $76.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,155 | $78.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,176 | $79.0K | 0.01% | +3+0.3% | Added |
| AlphaCentric Advisors LLC | 1,175 | $79.0K | 0.02% | +1,175 | New |
| Capital Advisory Group Advisory Services, LLC | 1,250 | $84.0K | 0.03% | 00.0% | Unchanged |
| BBVA USA | 1,281 | $86.0K | 0.00% | +1,281 | New |
| Federation des caisses Desjardins du Quebec | 1,375 | $92.7K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 1,410 | $95.0K | 0.01% | −130−8.4% | Reduced |
| Ellevest, Inc. | 1,425 | $96.0K | 0.01% | +821+135.9% | Added |
| Canada Pension Plan Investment Board | 1,492 | $101.0K | 0.00% | −2,922−66.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,500 | $101.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,683 | $114.0K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,769 | $119.4K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,775 | $120.0K | 0.00% | −28−1.6% | Reduced |
| Group One Trading, L.P. | 1,814 | $122.0K | 0.00% | +414+29.6% | Added |
| Tower Research Capital LLC (TRC) | 1,919 | $130.0K | 0.00% | −16,545−89.6% | Reduced |
| IndexIQ Advisors LLC | 2,041 | $138.0K | 0.00% | −80−3.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,282 | $154.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 2,496 | $168.0K | 0.00% | −79−3.1% | Reduced |
| Bessemer Group Inc | 2,599 | $176.0K | 0.00% | −24−0.9% | Reduced |
| Vestcor Inc | 2,786 | $188.0K | 0.01% | −339−10.8% | Reduced |
| Kestra Private Wealth Services, LLC | 2,997 | $202.0K | 0.01% | +2,997 | New |
| Morningstar Investment Services LLC | 3,053 | $204.0K | 0.00% | +3,053 | New |
| ERTS Wealth Advisors, LLC | 3,052 | $206.0K | 0.06% | +3,052 | New |
| NorthRock Partners, LLC | 3,066 | $207.0K | 0.02% | +3,066 | New |
| King Luther Capital Management Corp | 3,084 | $208.0K | 0.00% | +3,084 | New |
| Quantitative Investment Management, LLC | 3,121 | $210.0K | 0.02% | +3,121 | New |
| Carlson Capital Management | 3,115 | $210.0K | 0.03% | +3,115 | New |
| Asahi Life Asset Management Co., Ltd. | 3,140 | $212.0K | 0.03% | −4,000−56.0% | Reduced |
| Equitable Holdings, Inc. | 3,169 | $214.0K | 0.00% | −684−17.8% | Reduced |
| Corient Capital Partners, LLC | 3,166 | $214.0K | 0.02% | +3,166 | New |
| Convergence Investment Partners, LLC | 3,196 | $216.0K | 0.09% | +3,196 | New |
| Gitterman Wealth Management, LLC | 3,245 | $219.0K | 0.18% | +3,245 | New |
| Maven Securities LTD | 3,330 | $225.0K | 0.02% | +3,330 | New |
| Simplex Trading, LLC | 3,372 | $227.0K | 0.01% | +869+34.7% | Added |
| Rafferty Asset Management, LLC | 3,473 | $234.0K | 0.00% | +3,473 | New |
| Bank of Hawaii | 3,482 | $235.0K | 0.01% | −1,699−32.8% | Reduced |
| Stratos Wealth Partners, LTD. | 3,482 | $235.0K | 0.01% | −10.0% | Reduced |
| Federated Hermes, Inc. | 3,593 | $242.0K | 0.00% | +2,643+278.2% | Added |
| Redpoint Investment Management Pty Ltd | 3,596 | $243.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 3,746 | $253.0K | 0.09% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 3,808 | $257.0K | 0.18% | −27−0.7% | Reduced |
| Berkshire Asset Management LLC | 3,829 | $258.0K | 0.02% | −54−1.4% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 3,825 | $258.0K | 0.05% | +365+10.5% | Added |
| Intrust Bank NA | 3,848 | $260.0K | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,819 | $260.0K | 0.02% | +123+3.3% | Added |
| Avidian Wealth Solutions, LLC | 3,947 | $266.0K | 0.02% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 3,992 | $269.0K | 0.00% | +311+8.4% | Added |
| Financial Partners Capital Management LLC | 4,000 | $270.0K | 0.05% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 4,105 | $277.0K | 0.01% | −300−6.8% | Reduced |
| USS Investment Management Ltd | 4,181 | $282.0K | 0.00% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,240 | $286.0K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 4,231 | $286.0K | 0.06% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 4,305 | $291.0K | 0.05% | −67−1.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,326 | $292.0K | 0.03% | −143−3.2% | Reduced |
| Cornerstone Wealth Management, LLC | 4,355 | $294.0K | 0.03% | −131−2.9% | Reduced |
| Regentatlantic Capital LLC | 4,350 | $294.0K | 0.01% | −58−1.3% | Reduced |
| Bank of Nova Scotia | 4,369 | $295.0K | 0.00% | −28−0.6% | Reduced |
| National Asset Management, Inc. | 4,383 | $296.0K | 0.01% | −517−10.6% | Reduced |
| Whitcomb & Hess, Inc. | 4,403 | $297.0K | 0.13% | +4,403 | New |
| Cetera Investment Advisers | 4,467 | $301.0K | 0.00% | −375−7.7% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 4,455 | $301.0K | 0.12% | 00.0% | Unchanged |
| Bluestein R H & Co | 4,500 | $304.0K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,497 | $304.0K | 0.34% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,573 | $309.0K | 0.02% | −850−15.7% | Reduced |
| Johnson Financial Group, Inc. | 4,573 | $309.0K | 0.02% | −98−2.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,680 | $316.0K | 0.00% | +280+6.4% | Added |
| Castleview Partners, LLC | 4,701 | $317.0K | 0.14% | +4,701 | New |