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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 861 | $58.0K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 808 | $55.0K | 0.00% | +2+0.2% | Added |
| CWM, LLC | 732 | $49.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 711 | $48.0K | 0.00% | +274+62.7% | Added |
| 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 |
| Institutional & Family Asset Management, LLC | 649 | $44.0K | 0.01% | −2,502−79.4% | Reduced |
| Wolff Wiese Magana LLC | 598 | $40.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 577 | $38.9K | 0.00% | −21−3.5% | Reduced |
| Berman Capital Advisors, LLC | 582 | $38.0K | 0.01% | +7+1.2% | Added |
| Red Cedar Capital, LLC | 527 | $36.0K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 530 | $35.0K | 0.00% | +530 | New |
| Cascade Investment Advisors, Inc. | 500 | $33.7K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 452 | $33.0K | 0.02% | +202+80.8% | Added |
| Larson Financial Group LLC | 474 | $32.0K | 0.01% | +1+0.2% | Added |
| Credit Agricole S A | 440 | $30.0K | 0.00% | +440 | 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 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 377 | $25.0K | 0.00% | +377 | New |
| Barrett Asset Management, LLC | 336 | $23.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 311 | $21.0K | 0.00% | +8+2.6% | Added |
| 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 |
| CX Institutional | 280 | $19.0K | 0.00% | +56+25.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 277 | $19.0K | 0.00% | +277 | New |
| Atwood & Palmer Inc | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 250 | $17.0K | 0.00% | −1−0.4% | Reduced |
| American Portfolios Advisors | 250 | $16.9K | 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 |
| 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 |
| Parkside Financial Bank & Trust | 204 | $14.0K | 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 |
| Brewin Dolphin Ltd | 168 | $11.3K | 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 |
| Pinnacle Bancorp, Inc. | 129 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 130 | $9.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Glen Eagle Advisors, LLC | 42 | $2.83K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 40 | $2.70K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $2.52K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 36 | $2.43K | 0.00% | −2,208−98.4% | Reduced |
| 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 |
| Sutton Wealth Advisors Inc. | 28 | $1.89K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 23 | $1.55K | 0.00% | 00.0% | Unchanged |