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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, 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
Toroso Investments, LLC4,037$294.0K0.01%+4,037New
Neuberger Berman Group LLC4,683$295.0K0.00%+4,683New
Meiji Yasuda Life Insurance Co4,160$302.0K0.01%+4,160New
Freestone Capital Holdings, LLC4,173$303.0K0.02%−400−8.7%Reduced
First Affirmative Financial Network4,187$304.0K0.31%+4,187New
Bradley Foster & Sargent Inc4,244$308.0K0.01%+4+0.1%Added
Kentucky Retirement Systems Insurance Trust Fund4,273$310.0K0.03%−53−1.2%Reduced
Twin Tree Management, LP4,347$316.0K0.01%+4,347New
Mid Atlantic Financial Management Inc4,368$317.0K0.02%−1,635−27.2%Reduced
Bank of Nova Scotia4,369$317.0K0.00%00.0%Unchanged
Regentatlantic Capital LLC4,378$318.0K0.01%+28+0.6%Added
Whitcomb & Hess, Inc.4,403$320.0K0.14%00.0%Unchanged
National Asset Management, Inc.4,400$321.0K0.01%+17+0.4%Added
Bluestein R H & Co4,500$327.0K0.01%00.0%Unchanged
Johnson Financial Group, Inc.4,606$334.0K0.02%+33+0.7%Added
Occudo Quantitative Strategies LP4,616$335.0K0.04%−2,902−38.6%Reduced
Quantinno Capital Management LP4,615$335.0K0.37%+118+2.6%Added
Oak Family Advisors, LLC4,632$336.0K0.18%+4,632New
Park Avenue Securities LLC4,672$339.0K0.01%−883−15.9%Reduced
Main Street Financial Solutions, LLC4,724$343.0K0.05%−251−5.0%Reduced
IBM Retirement Fund4,723$343.0K0.03%00.0%Unchanged
Wealthfront Advisers LLC4,741$345.0K0.00%+749+18.8%Added
Gitterman Wealth Management, LLC4,776$347.0K0.28%+1,531+47.2%Added
Northwestern Mutual Wealth Management Co4,810$350.0K0.00%+130+2.8%Added
Maven Securities LTD4,818$350.0K0.04%+1,488+44.7%Added
Verition Fund Management LLC4,826$351.0K0.01%−732−13.2%Reduced
Banque Cantonale Vaudoise4,838$352.0K0.02%−362−7.0%Reduced
Financial & Tax Architects, LLC4,851$352.3K0.16%−312−6.0%Reduced
Pflug Koory, LLC4,865$353.0K0.19%00.0%Unchanged
FDx Advisors, Inc.4,886$355.0K0.01%−1,392−22.2%Reduced
Shakespeare Wealth Management, Inc.4,976$363.0K0.14%00.0%Unchanged
Cooper Financial Group5,024$365.0K0.08%+308+6.5%Added
Cigna Investments Inc5,034$366.0K0.03%−100−1.9%Reduced
Smith Shellnut Wilson LLC5,062$368.0K0.21%+59+1.2%Added
Qtron Investments LLC5,150$374.0K0.10%−9,256−64.3%Reduced
New England Research & Management, Inc.5,166$375.0K0.20%00.0%Unchanged
Commerce Bank5,324$387.0K0.00%+465+9.6%Added
Gsa Capital Partners LLP5,395$392.0K0.04%−1,833−25.4%Reduced
RFG Advisory, LLC5,424$394.0K0.03%−32−0.6%Reduced
Jackson Square Capital, LLC5,521$401.0K0.13%−201−3.5%Reduced
Northeast Financial Consultants Inc5,595$406.0K0.03%00.0%Unchanged
World Asset Management Inc5,618$408.0K0.04%−425−7.0%Reduced
Meeder Asset Management Inc5,667$412.0K0.02%−3,618−39.0%Reduced
Pendal Group Limited5,779$420.0K0.00%+5,779New
Horizon Investments, LLC5,799$421.0K0.01%−945−14.0%Reduced
Creative Planning5,885$427.0K0.00%+54+0.9%Added
Pallas Capital Advisors LLC5,903$434.0K0.05%−753−11.3%Reduced
Kirr Marbach & Co LLC5,972$434.0K0.13%−1,475−19.8%Reduced
RBF Capital, LLC6,000$436.0K0.02%00.0%Unchanged
Fukoku Mutual Life Insurance Co6,241$453.0K0.04%+710+12.8%Added
Van Hulzen Asset Management, LLC6,252$454.0K0.07%+22+0.4%Added
Man Group plc6,344$461.0K0.00%−39,737−86.2%Reduced
Cetera Advisor Networks LLC6,488$471.0K0.01%+636+10.9%Added
Navellier & Associates Inc6,599$479.0K0.07%+6,599New
Brinker Capital Investments, LLC7,247$489.0K0.01%00.0%Unchanged
First Manhattan Co6,799$493.0K0.00%−12−0.2%Reduced
Brown Brothers Harriman & Co6,887$500.0K0.00%+6,576+2,114.5%Added
Thrivent Financial for Lutherans7,115$517.0K0.00%−23−0.3%Reduced
Focus Financial Network, Inc.7,175$521.1K0.07%00.0%Unchanged
Arden Trust Co7,417$539.0K0.09%−76−1.0%Reduced
Ethic Inc.7,507$545.0K0.06%−567−7.0%Reduced
Advisory Services Network, LLC7,603$553.0K0.02%+6,634+684.6%Added
Illinois Municipal Retirement Fund7,625$554.0K0.02%00.0%Unchanged
Strategic Blueprint, LLC7,870$572.0K0.09%+105+1.4%Added
BBR Partners, LLC7,872$572.0K0.05%+7,872New
Vestmark Advisory Solutions, Inc.7,928$576.0K0.04%+2,131+36.8%Added
Harbour Investments, Inc.7,940$577.0K0.02%−40−0.5%Reduced
AGF Investments LLC7,968$579.0K0.06%+7,968New
Ameritas Investment Partners, Inc.8,066$585.0K0.02%−18,600−69.8%Reduced
Phoenix Holdings Ltd.7,885$588.0K0.01%+7,885New
CIBC Asset Management Inc8,175$594.0K0.00%−39−0.5%Reduced
Xponance, Inc.8,399$610.0K0.01%−725−7.9%Reduced
Pathstone Family Office, LLC8,493$617.0K0.02%+87+1.0%Added
Marco Investment Management LLC8,500$617.0K0.07%+8,500New
Sigma Planning Corp8,495$617.0K0.02%+8,495New
Marshall Wace, LLP8,606$625.0K0.00%+8,606New
JustInvest LLC8,661$629.0K0.06%+1,515+21.2%Added
MML Investors Services, LLC8,746$635.0K0.01%+441+5.3%Added
Mercer Capital Advisers, Inc.8,815$640.0K0.34%−450−4.9%Reduced
Tower Research Capital LLC (TRC)8,802$640.0K0.02%+6,883+358.7%Added
Sound Financial Strategies Group, LLC8,988$653.0K0.33%−205−2.2%Reduced
ELCO Management Co., LLC9,015$655.0K0.50%−948−9.5%Reduced
Eudaimonia Partners, LLC9,144$664.0K0.12%−125−1.3%Reduced
Rowland & Co Investment Counsel17,640$670.1K0.23%−610−3.3%Reduced
Westpac Banking Corp9,287$674.5K0.01%00.0%Unchanged
CIBC World Markets Corp9,350$679.0K0.00%−2,190−19.0%Reduced
Kentucky Retirement Systems9,560$694.0K0.03%−118−1.2%Reduced
Pacer Advisors, Inc.9,567$695.0K0.01%−94−1.0%Reduced
Sciencast Management LP10,213$710.0K0.20%+10,213New
Crossmark Global Holdings, Inc.9,811$713.0K0.02%+55+0.6%Added
Sumitomo Mitsui DS Asset Management Company, Ltd9,906$719.0K0.02%−67−0.7%Reduced
Somerset Trust Co9,955$723.0K0.30%−445−4.3%Reduced
Argyle Capital Management Inc.10,000$726.0K0.24%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd10,162$738.0K0.13%+10,162New
Trexquant Investment LP10,200$741.0K0.06%+10,200New
Louisiana State Employees Retirement System10,300$748.0K0.02%−100−1.0%Reduced
Arkadios Wealth Advisors10,374$753.0K0.11%+10,202+5,931.4%Added
Siemens Fonds Invest GmbH10,372$753.0K0.05%+10,372New
Cresset Asset Management, LLC10,521$764.0K0.01%+3,244+44.6%Added
Symmetry Partners, LLC10,607$769.0K0.05%+500+4.9%Added