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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $22.0K | 0.00% | −77−20.4% | Reduced |
| Itau Unibanco Holding S.A. | 303 | $22.0K | 0.00% | +303 | New |
| AdvisorNet Financial, Inc | 317 | $23.0K | 0.00% | +100+46.1% | Added |
| Barrett Asset Management, LLC | 336 | $24.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 328 | $24.0K | 0.00% | +48+17.1% | Added |
| Zions Bancorporation, N.A. | 361 | $26.0K | 0.00% | +282+357.0% | Added |
| Advisors Asset Management, Inc. | 372 | $27.0K | 0.00% | −2,124−85.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 391 | $28.0K | 0.00% | −34−8.0% | Reduced |
| Gemmer Asset Management LLC | 427 | $31.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 433 | $31.0K | 0.01% | +2+0.5% | Added |
| Key Financial Inc | 452 | $33.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 475 | $35.0K | 0.01% | +1+0.2% | Added |
| Optimum Investment Advisors | 500 | $36.0K | 0.02% | −540−51.9% | Reduced |
| South State Corp. | 496 | $36.0K | 0.00% | +496 | New |
| Cascade Investment Advisors, Inc. | 500 | $36.3K | 0.02% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 527 | $38.0K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 526 | $38.2K | 0.00% | +526 | New |
| TD Private Client Wealth LLC | 590 | $42.9K | 0.00% | +13+2.3% | Added |
| Wolff Wiese Magana LLC | 598 | $43.0K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 649 | $47.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 672 | $49.0K | 0.00% | −1,142−63.0% | Reduced |
| HM Payson & Co | 687 | $50.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 708 | $51.0K | 0.01% | +126+21.6% | Added |
| Signaturefd, LLC | 759 | $55.0K | 0.00% | +81+11.9% | Added |
| Capstone Investment Advisors, LLC | 789 | $57.0K | 0.00% | +789 | New |
| Bollard Group LLC | 810 | $59.0K | 0.00% | +2+0.2% | Added |
| Kowal Investment Group, LLC | 833 | $61.0K | 0.02% | +833 | New |
| State of Wyoming | 867 | $63.0K | 0.04% | +867 | New |
| Quadrant Capital Group LLC | 895 | $65.0K | 0.01% | +34+3.9% | Added |
| Parallel Advisors, LLC | 918 | $67.0K | 0.00% | +237+34.8% | Added |
| Lazard Asset Management LLC | 954 | $69.0K | 0.00% | −40−4.0% | Reduced |
| DuPont Capital Management Corp | 1,007 | $73.0K | 0.00% | −8,767−89.7% | Reduced |
| Investors Research Corp | 1,000 | $73.0K | 0.02% | −2,746−73.3% | Reduced |
| IndexIQ Advisors LLC | 1,055 | $77.0K | 0.00% | −986−48.3% | Reduced |
| Huntington National Bank | 1,109 | $80.0K | 0.00% | −11−1.0% | Reduced |
| AlphaCentric Advisors LLC | 1,175 | $85.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,206 | $87.0K | 0.01% | +51+4.4% | Added |
| BBVA USA | 1,215 | $89.0K | 0.01% | −66−5.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,250 | $91.0K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,361 | $99.0K | 0.00% | +498+57.7% | Added |
| Federation des caisses Desjardins du Quebec | 1,375 | $99.8K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,469 | $107.0K | 0.03% | −214−12.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,566 | $114.0K | 0.00% | +66+4.4% | Added |
| Smithfield Trust Co | 1,563 | $114.0K | 0.01% | +1,399+853.0% | Added |
| Anchor Investment Management, LLC | 1,769 | $128.5K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,807 | $131.0K | 0.02% | +1,807 | New |
| Van Eck Associates Corp | 1,892 | $137.0K | 0.00% | +914+93.5% | Added |
| C M Bidwell & Associates Ltd | 1,887 | $137.0K | 0.09% | +1,887 | New |
| Credit Agricole S A | 1,891 | $138.0K | 0.00% | +1,451+329.8% | Added |
| Fifth Third Bancorp | 2,106 | $153.0K | 0.00% | +331+18.6% | Added |
| Ellevest, Inc. | 2,212 | $161.0K | 0.02% | +787+55.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,282 | $166.0K | 0.01% | 00.0% | Unchanged |
| Agf Investments Inc. | 2,400 | $174.0K | 0.00% | +2,400 | New |
| Vestcor Inc | 2,458 | $179.0K | 0.01% | −328−11.8% | Reduced |
| Bessemer Group Inc | 2,724 | $198.0K | 0.00% | +125+4.8% | Added |
| Raymond James Trust N.A. | 2,766 | $201.0K | 0.01% | +2,766 | New |
| Csenge Advisory Group | 2,775 | $202.0K | 0.02% | −1,044−27.3% | Reduced |
| Veritable, L.P. | 2,776 | $202.0K | 0.00% | +2,776 | New |
| Los Angeles Capital Management LLC | 2,795 | $203.0K | 0.00% | +2,795 | New |
| Walleye Trading LLC | 2,869 | $208.0K | 0.00% | +2,869 | New |
| Citizens Financial Group Inc | 2,910 | $211.0K | 0.01% | +2,910 | New |
| Ritholtz Wealth Management | 2,922 | $212.0K | 0.01% | +2,922 | New |
| Leavell Investment Management, Inc. | 2,935 | $213.0K | 0.02% | +2,935 | New |
| Advisor Partners LLC | 2,960 | $215.0K | 0.01% | +2,960 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,988 | $217.0K | 0.02% | +2,988 | New |
| Washington Trust Bank | 3,006 | $218.0K | 0.03% | +3,006 | New |
| Equitable Holdings, Inc. | 3,034 | $220.0K | 0.00% | −135−4.3% | Reduced |
| ERTS Wealth Advisors, LLC | 3,052 | $222.0K | 0.06% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 3,084 | $224.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 3,098 | $225.0K | 0.23% | −4,876−61.1% | Reduced |
| Corient Capital Partners, LLC | 3,097 | $225.0K | 0.02% | −69−2.2% | Reduced |
| Carlson Capital Management | 3,128 | $227.0K | 0.02% | +13+0.4% | Added |
| Simplex Trading, LLC | 3,372 | $229.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 3,186 | $231.0K | 0.00% | +3,186 | New |
| Squarepoint Ops LLC | 3,235 | $235.0K | 0.00% | +3,235 | New |
| NorthRock Partners, LLC | 3,251 | $236.0K | 0.02% | +185+6.0% | Added |
| Bank of Hawaii | 3,307 | $240.0K | 0.01% | −175−5.0% | Reduced |
| Cetera Investment Advisers | 3,324 | $241.0K | 0.00% | −1,143−25.6% | Reduced |
| Cubic Asset Management, LLC | 3,335 | $242.0K | 0.06% | −22,275−87.0% | Reduced |
| Chiron Investment Management, LLC | 3,361 | $244.0K | 0.04% | +3,361 | New |
| D. E. Shaw & Co., Inc. | 3,397 | $247.0K | 0.00% | +3,397 | New |
| OneAscent Financial Services LLC | 3,397 | $247.0K | 0.33% | +3,397 | New |
| HighPoint Advisor Group LLC | 3,438 | $250.0K | 0.02% | +3,438 | New |
| Mackenzie Financial Corp | 3,460 | $251.0K | 0.00% | +3,460 | New |
| Stratos Wealth Partners, LTD. | 3,500 | $254.0K | 0.01% | +18+0.5% | Added |
| M&G Investment Management Ltd | 3,547 | $259.0K | 0.00% | +3,547 | New |
| Avidian Wealth Solutions, LLC | 3,584 | $260.0K | 0.02% | −363−9.2% | Reduced |
| Redpoint Investment Management Pty Ltd | 3,596 | $261.0K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,730 | $272.0K | 0.00% | +137+3.8% | Added |
| OneAscent Wealth Management LLC | 3,763 | $273.0K | 0.31% | +3,763 | New |
| Mitchell & Pahl Private Wealth, LLC | 3,771 | $274.0K | 0.20% | −37−1.0% | Reduced |
| Change Path, LLC | 3,793 | $275.0K | 0.02% | +3,793 | New |
| Berkshire Asset Management LLC | 3,829 | $278.0K | 0.02% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 3,825 | $278.0K | 0.06% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 3,715 | $278.0K | 0.00% | +662+21.7% | Added |
| Intrust Bank NA | 3,848 | $280.0K | 0.04% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 3,900 | $283.0K | 0.01% | −205−5.0% | Reduced |
| Financial Partners Capital Management LLC | 4,000 | $290.5K | 0.05% | 00.0% | Unchanged |
| Exane Derivatives | 4,033 | $292.9K | 0.07% | −771−16.0% | Reduced |
| Cornerstone Wealth Management, LLC | 4,033 | $293.0K | 0.03% | −322−7.4% | Reduced |