Skip to main content
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
Focus Financial Network, Inc.7,175$521.1K0.07%00.0%Unchanged
Thrivent Financial for Lutherans7,115$517.0K0.00%−23−0.3%Reduced
Brown Brothers Harriman & Co6,887$500.0K0.00%+6,576+2,114.5%Added
First Manhattan Co6,799$493.0K0.00%−12−0.2%Reduced
Brinker Capital Investments, LLC7,247$489.0K0.01%00.0%Unchanged
Navellier & Associates Inc6,599$479.0K0.07%+6,599New
Cetera Advisor Networks LLC6,488$471.0K0.01%+636+10.9%Added
Man Group plc6,344$461.0K0.00%−39,737−86.2%Reduced
Van Hulzen Asset Management, LLC6,252$454.0K0.07%+22+0.4%Added
Fukoku Mutual Life Insurance Co6,241$453.0K0.04%+710+12.8%Added
RBF Capital, LLC6,000$436.0K0.02%00.0%Unchanged
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
Creative Planning5,885$427.0K0.00%+54+0.9%Added
Horizon Investments, LLC5,799$421.0K0.01%−945−14.0%Reduced
Pendal Group Limited5,779$420.0K0.00%+5,779New
Meeder Asset Management Inc5,667$412.0K0.02%−3,618−39.0%Reduced
World Asset Management Inc5,618$408.0K0.04%−425−7.0%Reduced
Northeast Financial Consultants Inc5,595$406.0K0.03%00.0%Unchanged
Jackson Square Capital, LLC5,521$401.0K0.13%−201−3.5%Reduced
RFG Advisory, LLC5,424$394.0K0.03%−32−0.6%Reduced
Gsa Capital Partners LLP5,395$392.0K0.04%−1,833−25.4%Reduced
Commerce Bank5,324$387.0K0.00%+465+9.6%Added
New England Research & Management, Inc.5,166$375.0K0.20%00.0%Unchanged
Qtron Investments LLC5,150$374.0K0.10%−9,256−64.3%Reduced
Smith Shellnut Wilson LLC5,062$368.0K0.21%+59+1.2%Added
Cigna Investments Inc5,034$366.0K0.03%−100−1.9%Reduced
Cooper Financial Group5,024$365.0K0.08%+308+6.5%Added
Shakespeare Wealth Management, Inc.4,976$363.0K0.14%00.0%Unchanged
FDx Advisors, Inc.4,886$355.0K0.01%−1,392−22.2%Reduced
Pflug Koory, LLC4,865$353.0K0.19%00.0%Unchanged
Financial & Tax Architects, LLC4,851$352.3K0.16%−312−6.0%Reduced
Banque Cantonale Vaudoise4,838$352.0K0.02%−362−7.0%Reduced
Verition Fund Management LLC4,826$351.0K0.01%−732−13.2%Reduced
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
Gitterman Wealth Management, LLC4,776$347.0K0.28%+1,531+47.2%Added
Wealthfront Advisers LLC4,741$345.0K0.00%+749+18.8%Added
Main Street Financial Solutions, LLC4,724$343.0K0.05%−251−5.0%Reduced
IBM Retirement Fund4,723$343.0K0.03%00.0%Unchanged
Park Avenue Securities LLC4,672$339.0K0.01%−883−15.9%Reduced
Oak Family Advisors, LLC4,632$336.0K0.18%+4,632New
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
Johnson Financial Group, Inc.4,606$334.0K0.02%+33+0.7%Added
Bluestein R H & Co4,500$327.0K0.01%00.0%Unchanged
National Asset Management, Inc.4,400$321.0K0.01%+17+0.4%Added
Whitcomb & Hess, Inc.4,403$320.0K0.14%00.0%Unchanged
Regentatlantic Capital LLC4,378$318.0K0.01%+28+0.6%Added
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
Twin Tree Management, LP4,347$316.0K0.01%+4,347New
Kentucky Retirement Systems Insurance Trust Fund4,273$310.0K0.03%−53−1.2%Reduced
Bradley Foster & Sargent Inc4,244$308.0K0.01%+4+0.1%Added
First Affirmative Financial Network4,187$304.0K0.31%+4,187New
Freestone Capital Holdings, LLC4,173$303.0K0.02%−400−8.7%Reduced
Meiji Yasuda Life Insurance Co4,160$302.0K0.01%+4,160New
Neuberger Berman Group LLC4,683$295.0K0.00%+4,683New
Toroso Investments, LLC4,037$294.0K0.01%+4,037New
Cornerstone Wealth Management, LLC4,033$293.0K0.03%−322−7.4%Reduced
Exane Derivatives4,033$292.9K0.07%−771−16.0%Reduced
Financial Partners Capital Management LLC4,000$290.5K0.05%00.0%Unchanged
Gofen & Glossberg LLC3,900$283.0K0.01%−205−5.0%Reduced
Intrust Bank NA3,848$280.0K0.04%00.0%Unchanged
Berkshire Asset Management LLC3,829$278.0K0.02%00.0%Unchanged
Dixon Hubard Feinour & Brown Inc3,825$278.0K0.06%00.0%Unchanged
Morningstar Investment Services LLC3,715$278.0K0.00%+662+21.7%Added
Change Path, LLC3,793$275.0K0.02%+3,793New
Mitchell & Pahl Private Wealth, LLC3,771$274.0K0.20%−37−1.0%Reduced
OneAscent Wealth Management LLC3,763$273.0K0.31%+3,763New
Federated Hermes, Inc.3,730$272.0K0.00%+137+3.8%Added
Redpoint Investment Management Pty Ltd3,596$261.0K0.02%00.0%Unchanged
Avidian Wealth Solutions, LLC3,584$260.0K0.02%−363−9.2%Reduced
M&G Investment Management Ltd3,547$259.0K0.00%+3,547New
Stratos Wealth Partners, LTD.3,500$254.0K0.01%+18+0.5%Added
Mackenzie Financial Corp3,460$251.0K0.00%+3,460New
HighPoint Advisor Group LLC3,438$250.0K0.02%+3,438New
D. E. Shaw & Co., Inc.3,397$247.0K0.00%+3,397New
OneAscent Financial Services LLC3,397$247.0K0.33%+3,397New
Chiron Investment Management, LLC3,361$244.0K0.04%+3,361New
Cubic Asset Management, LLC3,335$242.0K0.06%−22,275−87.0%Reduced
Cetera Investment Advisers3,324$241.0K0.00%−1,143−25.6%Reduced
Bank of Hawaii3,307$240.0K0.01%−175−5.0%Reduced
NorthRock Partners, LLC3,251$236.0K0.02%+185+6.0%Added
Squarepoint Ops LLC3,235$235.0K0.00%+3,235New
Greenleaf Trust3,186$231.0K0.00%+3,186New
Simplex Trading, LLC3,372$229.0K0.01%00.0%Unchanged
Carlson Capital Management3,128$227.0K0.02%+13+0.4%Added
Bridgefront Capital, LLC3,098$225.0K0.23%−4,876−61.1%Reduced
Corient Capital Partners, LLC3,097$225.0K0.02%−69−2.2%Reduced
King Luther Capital Management Corp3,084$224.0K0.00%00.0%Unchanged
ERTS Wealth Advisors, LLC3,052$222.0K0.06%00.0%Unchanged
Equitable Holdings, Inc.3,034$220.0K0.00%−135−4.3%Reduced
Washington Trust Bank3,006$218.0K0.03%+3,006New
Meiji Yasuda Asset Management Co Ltd.2,988$217.0K0.02%+2,988New
Advisor Partners LLC2,960$215.0K0.01%+2,960New
Leavell Investment Management, Inc.2,935$213.0K0.02%+2,935New
Ritholtz Wealth Management2,922$212.0K0.01%+2,922New
Citizens Financial Group Inc2,910$211.0K0.01%+2,910New
Walleye Trading LLC2,869$208.0K0.00%+2,869New