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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 5,797 | $391.0K | 0.03% | +887+18.1% | Added |
| Jackson Square Capital, LLC | 5,722 | $386.0K | 0.12% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 4,976 | $384.0K | 0.15% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 5,595 | $378.0K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 5,555 | $375.0K | 0.01% | +1,444+35.1% | Added |
| Verition Fund Management LLC | 5,558 | $375.0K | 0.01% | +5,558 | New |
| Fukoku Mutual Life Insurance Co | 5,531 | $373.0K | 0.03% | −1,600−22.4% | Reduced |
| RFG Advisory, LLC | 5,456 | $368.0K | 0.03% | +305+5.9% | Added |
| Marble Harbor Investment Counsel, LLC | 5,430 | $366.0K | 0.05% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 5,316 | $359.0K | 0.00% | +5,316 | New |
| Winton Group Ltd | 5,261 | $355.0K | 0.02% | −5,454−50.9% | Reduced |
| DCM Advisors, LLC | 5,199 | $351.0K | 0.20% | −7,497−59.1% | Reduced |
| Banque Cantonale Vaudoise | 5,200 | $351.0K | 0.02% | +418+8.7% | Added |
| New England Research & Management, Inc. | 5,166 | $349.0K | 0.18% | −50−1.0% | Reduced |
| Financial & Tax Architects, LLC | 5,163 | $348.5K | 0.17% | +5,163 | New |
| Cigna Investments Inc | 5,134 | $347.0K | 0.02% | −750−12.7% | Reduced |
| Smith Shellnut Wilson LLC | 5,003 | $338.0K | 0.20% | −53−1.0% | Reduced |
| Value Holdings Management Co. LLC | 5,000 | $337.0K | 0.08% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,975 | $336.0K | 0.05% | −347−6.5% | Reduced |
| Exane Derivatives | 4,804 | $335.7K | 0.08% | +359+8.1% | Added |
| Commerce Bank | 4,859 | $328.0K | 0.00% | −9−0.2% | Reduced |
| Pflug Koory, LLC | 4,865 | $328.0K | 0.17% | 00.0% | Unchanged |
| BP PLC | 4,790 | $323.0K | 0.01% | −2,355−33.0% | Reduced |
| IBM Retirement Fund | 4,723 | $319.0K | 0.03% | −905−16.1% | Reduced |
| Cooper Financial Group | 4,716 | $318.0K | 0.06% | +332+7.6% | Added |
| Castleview Partners, LLC | 4,701 | $317.0K | 0.14% | +4,701 | New |
| Northwestern Mutual Wealth Management Co | 4,680 | $316.0K | 0.00% | +280+6.4% | Added |
| 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 |
| 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 |
| 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 |
| Whitcomb & Hess, Inc. | 4,403 | $297.0K | 0.13% | +4,403 | New |
| National Asset Management, Inc. | 4,383 | $296.0K | 0.01% | −517−10.6% | Reduced |
| Bank of Nova Scotia | 4,369 | $295.0K | 0.00% | −28−0.6% | 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 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,326 | $292.0K | 0.03% | −143−3.2% | Reduced |
| WealthShield Partners, LLC | 4,305 | $291.0K | 0.05% | −67−1.5% | Reduced |
| 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 |
| USS Investment Management Ltd | 4,181 | $282.0K | 0.00% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 4,105 | $277.0K | 0.01% | −300−6.8% | Reduced |
| Financial Partners Capital Management LLC | 4,000 | $270.0K | 0.05% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 3,992 | $269.0K | 0.00% | +311+8.4% | Added |
| Avidian Wealth Solutions, LLC | 3,947 | $266.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| Mitchell & Pahl Private Wealth, LLC | 3,808 | $257.0K | 0.18% | −27−0.7% | Reduced |
| Investors Research Corp | 3,746 | $253.0K | 0.09% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 3,596 | $243.0K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,593 | $242.0K | 0.00% | +2,643+278.2% | Added |
| 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 |
| Rafferty Asset Management, LLC | 3,473 | $234.0K | 0.00% | +3,473 | New |
| Simplex Trading, LLC | 3,372 | $227.0K | 0.01% | +869+34.7% | Added |
| Maven Securities LTD | 3,330 | $225.0K | 0.02% | +3,330 | New |
| Gitterman Wealth Management, LLC | 3,245 | $219.0K | 0.18% | +3,245 | New |
| Convergence Investment Partners, LLC | 3,196 | $216.0K | 0.09% | +3,196 | New |
| 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 |
| Asahi Life Asset Management Co., Ltd. | 3,140 | $212.0K | 0.03% | −4,000−56.0% | Reduced |
| 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 |
| King Luther Capital Management Corp | 3,084 | $208.0K | 0.00% | +3,084 | New |
| NorthRock Partners, LLC | 3,066 | $207.0K | 0.02% | +3,066 | New |
| ERTS Wealth Advisors, LLC | 3,052 | $206.0K | 0.06% | +3,052 | New |
| Morningstar Investment Services LLC | 3,053 | $204.0K | 0.00% | +3,053 | New |
| Kestra Private Wealth Services, LLC | 2,997 | $202.0K | 0.01% | +2,997 | New |
| Vestcor Inc | 2,786 | $188.0K | 0.01% | −339−10.8% | Reduced |
| Bessemer Group Inc | 2,599 | $176.0K | 0.00% | −24−0.9% | Reduced |
| Advisors Asset Management, Inc. | 2,496 | $168.0K | 0.00% | −79−3.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,282 | $154.0K | 0.01% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 2,041 | $138.0K | 0.00% | −80−3.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,919 | $130.0K | 0.00% | −16,545−89.6% | Reduced |
| Group One Trading, L.P. | 1,814 | $122.0K | 0.00% | +414+29.6% | Added |
| Fifth Third Bancorp | 1,775 | $120.0K | 0.00% | −28−1.6% | Reduced |
| Anchor Investment Management, LLC | 1,769 | $119.4K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,683 | $114.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Ellevest, Inc. | 1,425 | $96.0K | 0.01% | +821+135.9% | Added |
| First Mercantile Trust Co | 1,410 | $95.0K | 0.01% | −130−8.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,375 | $92.7K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 1,281 | $86.0K | 0.00% | +1,281 | New |
| Capital Advisory Group Advisory Services, LLC | 1,250 | $84.0K | 0.03% | 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 |
| NEXT Financial Group, Inc | 1,155 | $78.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,120 | $76.0K | 0.00% | 00.0% | Unchanged |
| Ninety One SA (PTY) Ltd | 1,102 | $74.0K | 0.03% | +93+9.2% | Added |
| Personal Wealth Partners | 1,070 | $72.0K | 0.03% | +1,070 | New |
| Optimum Investment Advisors | 1,040 | $70.0K | 0.02% | +2+0.2% | Added |
| Lazard Asset Management LLC | 994 | $67.0K | 0.00% | 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 |
| Central Trust Co | 863 | $58.0K | 0.00% | 00.0% | Unchanged |