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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.

Institutional holdersQ2 2021: 525 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 heldQ2 2021: $10.1B
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, Q2 2021

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q1 2021.

Institutions holding PNR in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Thompson Siegel & Walmsley LLC12$1.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC11$1.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC15$1.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC19$1.00K0.00%00.0%Unchanged
Hoover Financial Advisors, Inc.15$1.00K0.00%00.0%Unchanged
Savior LLC11$1.00K0.00%00.0%Unchanged
Concord Wealth Partners15$1.00K0.00%00.0%Unchanged
TFC Financial Management13$1.00K0.00%00.0%Unchanged
Freedman Financial Associates, Inc.17$1.00K0.00%00.0%Unchanged
FourThought Financial, LLC13$1.00K0.00%00.0%Unchanged
Albion Financial Group15$1.00K0.00%+15New
Candriam Luxembourg S.C.A.17$1.00K0.00%+17New
SRS Capital Advisors, Inc.11$1.00K0.00%+11New
Baron Financial Group, LLC8$5400.00%00.0%Unchanged
WestEnd Advisors, LLC–$670.00%–New
Kelly Financial Services LLC67$10.00%+66+6,600.0%Added
Valley National Advisers Inc1$00.00%00.0%Unchanged
North Star Investment Management Corp.5$00.00%00.0%Unchanged
Hudock, Inc.8$00.00%00.0%Unchanged
Baystate Wealth Management LLC7$00.00%00.0%Unchanged
Syverson Strege & Co1$00.00%00.0%Unchanged
Simon Quick Advisors, LLC8$00.00%00.0%Unchanged
Fieldpoint Private Securities, LLC5$00.00%00.0%Unchanged
Leelyn Smith, LLC6$00.00%00.0%Unchanged
Lake Point Wealth Management6$00.00%+6New
Deroy & Devereaux Private Investment Counsel Inc0$00.00%−384,984−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−124,947−100.0%Sold out
Heartland Advisors Inc0$00.00%−100,000−100.0%Sold out
LS Investment Advisors, LLC0$00.00%−83,435−100.0%Sold out
Putnam Investments LLC0$00.00%−51,726−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−45,348−100.0%Sold out
Diametric Capital, LP0$00.00%−34,753−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−31,131−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−28,327−100.0%Sold out
Holocene Advisors, LP0$00.00%−25,450−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−23,114−100.0%Sold out
Cinctive Capital Management LP0$00.00%−17,319−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−12,628−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−9,275−100.0%Sold out
Pendal Group Limited0$00.00%−6,326−100.0%Sold out
CIBC World Markets Inc.0$00.00%−6,174−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−5,068−100.0%Sold out
Ameritas Investment Company, LLC0$00.00%−4,852−100.0%Sold out
Heartland Bank & Trust Co0$00.00%−4,147−100.0%Sold out
Squarepoint Ops LLC0$00.00%−4,054−100.0%Sold out
Bel Air Investment Advisors LLC0$00.00%−3,996−100.0%Sold out
Beacon Investment Advisory Services, Inc.0$00.00%−3,645−100.0%Sold out
Athanor Capital, LP0$00.00%−3,631−100.0%Sold out
Raymond James Trust N.A.0$00.00%−3,257−100.0%Sold out
FORA Capital, LLC0$00.00%−1,342−100.0%Sold out
Ancora Advisors, LLC0$00.00%−900−100.0%Sold out
Artemis Wealth Advisors, LLC0$00.00%−364−100.0%Sold out
RMR Wealth Builders0$00.00%−350−100.0%Sold out
Sowell Financial Services LLC0$00.00%−290−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−327−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−292−100.0%Sold out
Allred Capital Management, LLC0$00.00%−173−100.0%Sold out
Twin Tree Management, LP0$00.00%−80−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−83−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−59−100.0%Sold out
Grandview Asset Management LLC0$00.00%−69−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−27−100.0%Sold out
Wealthcare Capital Management LLC0$00.00%−29−100.0%Sold out
HHM Wealth Advisors, LLC0$00.00%−35−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−48−100.0%Sold out
Duncker Streett & Co Inc0$00.00%−23−100.0%Sold out
Hanson & Doremus Investment Management0$00.00%−16−100.0%Sold out
Oakworth Capital, Inc.0$00.00%−20−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−3−100.0%Sold out
City Holding Co0$00.00%−5−100.0%Sold out
Manchester Financial Inc0$00.00%−2−100.0%Sold out
Lee Financial Co0$00.00%−1−100.0%Sold out
MPS Loria Financial Planners, LLC0$00.00%−11−100.0%Sold out
Amundi Asset Management US, Inc.––––Not filed
Lighthouse Financial Advisors, Inc.––––Not filed
Fairpointe Capital LLC––––Not filed
OneAscent Wealth Management LLC––––Not filed
OneAscent Financial Services LLC––––Not filed
CSat Investment Advisory, L.P.––––Not filed