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Livermore
Livermore
ZHEN

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, Q3 2021

Institutional positions in PENTAIR plc as of Sep 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
559
+41 vs. Q2 2021
Shares held
149.3M
+3.73M (+2.6%) vs. Q2 2021
Total value
$10.9B
+$1.03B (+10.5%) vs. Q2 2021
New holders
83
174 more added
Sold out
42
185 more reduced

7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 559 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 heldQ3 2021: $10.9B
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, Q3 2021

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q2 2021.

Institutions holding PNR in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
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
Simon Quick Advisors, LLC8$00.00%00.0%Unchanged
Fieldpoint Private Securities, LLC5$00.00%00.0%Unchanged
Lake Point Wealth Management6$00.00%00.0%Unchanged
Leelyn Smith, LLC6$00.00%00.0%Unchanged
Howe & Rusling Inc3$00.00%+3New
Lenox Wealth Advisors, LLC6$00.00%+6New
MV Capital Management, Inc.3$00.00%+3New
Selective Wealth Management, Inc.5$00.00%+5New
WestEnd Advisors, LLC–$720.00%––
Kelly Financial Services LLC1$730.00%−66−98.5%Reduced
USA Financial Portformulas Corp7$1.00K0.00%−18,162−100.0%Reduced
Capital Analysts, LLC9$1.00K0.00%−18−66.7%Reduced
Thompson Siegel & Walmsley LLC12$1.00K0.00%00.0%Unchanged
Albion Financial Group15$1.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.11$1.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC12$1.00K0.00%+1+9.1%Added
BDO Wealth Advisors, LLC15$1.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC19$1.00K0.00%00.0%Unchanged
Concord Wealth Partners15$1.00K0.00%00.0%Unchanged
TFC Financial Management13$1.00K0.00%00.0%Unchanged
FourThought Financial, LLC13$1.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC7$1.00K0.00%00.0%Unchanged
Ci Investments Inc.9$1.00K0.00%+9New
Hanson & Doremus Investment Management16$1.00K0.00%+16New
MCF Advisors LLC14$1.00K0.00%+14New
D'Orazio & Associates, Inc.15$1.00K0.00%+15New
West Paces Advisors Inc.23$1.67K0.00%00.0%Unchanged
Creative Financial Designs Inc26$2.00K0.00%00.0%Unchanged
Dividend Assets Capital, LLC31$2.00K0.00%00.0%Unchanged
Gradient Investments LLC31$2.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC29$2.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.29$2.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC29$2.00K0.00%00.0%Unchanged
Syverson Strege & Co30$2.00K0.00%+29+2,900.0%Added
Sutton Wealth Advisors Inc.28$2.03K0.00%00.0%Unchanged
Financial Perspectives, Inc36$2.62K0.00%00.0%Unchanged
Raffa Wealth Management, LLC37$2.71K0.00%00.0%Unchanged
Heritage Wealth Advisors40$2.90K0.00%00.0%Unchanged
Ninety One UK Ltd46$3.00K0.00%−2,801,186−100.0%Reduced
Whittier Trust Co39$3.00K0.00%−204−84.0%Reduced
Allworth Financial LP38$3.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.40$3.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA47$3.00K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC43$3.00K0.00%−2−4.4%Reduced
McClarren Financial Advisors, Inc.48$3.00K0.00%00.0%Unchanged
Sonora Investment Management, LLC35$3.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC36$3.00K0.00%00.0%Unchanged
Freedman Financial Associates, Inc.38$3.00K0.00%+21+123.5%Added
Toth Financial Advisory Corp42$3.00K0.00%+42New
Bell Investment Advisors, Inc38$3.00K0.00%+38New
Glen Eagle Advisors, LLC42$3.05K0.00%00.0%Unchanged
AllSquare Wealth Management LLC56$4.00K0.00%00.0%Unchanged
Pacitti Group Inc.58$4.00K0.00%+1+1.8%Added
Wealth Quarterback LLC46$4.00K0.00%+9+24.3%Added
Eagle Bay Advisors LLC61$5.00K0.00%−168−73.4%Reduced
Glassman Wealth Services71$5.00K0.00%00.0%Unchanged
Versant Capital Management, Inc71$5.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC67$5.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC67$5.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC89$6.00K0.00%−23−20.5%Reduced
Evoke Wealth, LLC94$6.00K0.00%00.0%Unchanged
Earnest Partners LLC77$6.00K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.90$6.00K0.00%+7+8.4%Added
Lowe Wealth Advisors, LLC77$6.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB89$6.00K0.00%+29+48.3%Added
SOA Wealth Advisors, LLC.93$6.00K0.00%+45+93.8%Added
Corbenic Partners LLC89$6.00K0.00%+89New
Meridian Wealth Partners, LLC86$6.00K0.00%+86New
Reilly Financial Advisors, LLC100$7.00K0.00%−181−64.4%Reduced
Logan Capital Management Inc103$7.00K0.00%00.0%Unchanged
Boit C F David94$7.00K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC91$7.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC92$7.00K0.00%00.0%Unchanged
Assetmark, Inc98$7.00K0.00%+25+34.2%Added
Jacobi Capital Management LLC116$8.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC116$8.00K0.00%00.0%Unchanged
Washington Trust Co107$8.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc111$8.00K0.00%00.0%Unchanged
Private Capital Group, LLC109$8.00K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.129$9.00K0.00%00.0%Unchanged
Resolute Partners Group130$9.00K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.123$9.00K0.00%00.0%Unchanged
Systematic Alpha Investments, LLC122$9.00K0.00%+122New
Spire Wealth Management157$11.0K0.00%00.0%Unchanged
Brewin Dolphin Ltd168$12.2K0.00%00.0%Unchanged
Parkside Financial Bank & Trust188$13.0K0.00%−16−7.8%Reduced
Sittner & Nelson, LLC196$14.0K0.01%00.0%Unchanged
Proffitt & Goodson Inc205$15.0K0.00%−12−5.5%Reduced
JNBA Financial Advisors225$16.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.219$16.0K0.00%+144+192.0%Added
Atwood & Palmer Inc250$18.0K0.00%00.0%Unchanged
Covington Capital Management250$18.0K0.00%00.0%Unchanged
American Portfolios Advisors250$18.2K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.279$20.0K0.00%+3+1.1%Added
IFP Advisors, Inc243$20.0K0.00%+33+15.7%Added
Tarbox Family Office, Inc.285$21.0K0.00%00.0%Unchanged
Halpern Financial, Inc.291$21.1K0.01%+291New