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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 2,795 | $203.0K | 0.00% | +2,795 | 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 |
| Raymond James Trust N.A. | 2,766 | $201.0K | 0.01% | +2,766 | New |
| Bessemer Group Inc | 2,724 | $198.0K | 0.00% | +125+4.8% | Added |
| Vestcor Inc | 2,458 | $179.0K | 0.01% | −328−11.8% | Reduced |
| Agf Investments Inc. | 2,400 | $174.0K | 0.00% | +2,400 | New |
| Benjamin F. Edwards & Company, Inc. | 2,282 | $166.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,212 | $161.0K | 0.02% | +787+55.2% | Added |
| Fifth Third Bancorp | 2,106 | $153.0K | 0.00% | +331+18.6% | Added |
| Credit Agricole S A | 1,891 | $138.0K | 0.00% | +1,451+329.8% | Added |
| 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 |
| Focused Wealth Management, Inc | 1,807 | $131.0K | 0.02% | +1,807 | New |
| Anchor Investment Management, LLC | 1,769 | $128.5K | 0.02% | 00.0% | Unchanged |
| 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 |
| Sentry Investment Management LLC | 1,469 | $107.0K | 0.03% | −214−12.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,375 | $99.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,361 | $99.0K | 0.00% | +498+57.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,250 | $91.0K | 0.03% | 00.0% | Unchanged |
| BBVA USA | 1,215 | $89.0K | 0.01% | −66−5.2% | Reduced |
| NEXT Financial Group, Inc | 1,206 | $87.0K | 0.01% | +51+4.4% | Added |
| AlphaCentric Advisors LLC | 1,175 | $85.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,109 | $80.0K | 0.00% | −11−1.0% | Reduced |
| IndexIQ Advisors LLC | 1,055 | $77.0K | 0.00% | −986−48.3% | 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 |
| Lazard Asset Management LLC | 954 | $69.0K | 0.00% | −40−4.0% | Reduced |
| Parallel Advisors, LLC | 918 | $67.0K | 0.00% | +237+34.8% | Added |
| Quadrant Capital Group LLC | 895 | $65.0K | 0.01% | +34+3.9% | Added |
| State of Wyoming | 867 | $63.0K | 0.04% | +867 | New |
| Kowal Investment Group, LLC | 833 | $61.0K | 0.02% | +833 | New |
| Bollard Group LLC | 810 | $59.0K | 0.00% | +2+0.2% | Added |
| Capstone Investment Advisors, LLC | 789 | $57.0K | 0.00% | +789 | New |
| Signaturefd, LLC | 759 | $55.0K | 0.00% | +81+11.9% | Added |
| Berman Capital Advisors, LLC | 708 | $51.0K | 0.01% | +126+21.6% | Added |
| HM Payson & Co | 687 | $50.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 672 | $49.0K | 0.00% | −1,142−63.0% | Reduced |
| Institutional & Family Asset Management, LLC | 649 | $47.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 598 | $43.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 590 | $42.9K | 0.00% | +13+2.3% | Added |
| Koshinski Asset Management, Inc. | 526 | $38.2K | 0.00% | +526 | New |
| Red Cedar Capital, LLC | 527 | $38.0K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 500 | $36.3K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $36.0K | 0.02% | −540−51.9% | Reduced |
| South State Corp. | 496 | $36.0K | 0.00% | +496 | New |
| Larson Financial Group LLC | 475 | $35.0K | 0.01% | +1+0.2% | Added |
| Key Financial Inc | 452 | $33.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Steward Partners Investment Advisory, LLC | 391 | $28.0K | 0.00% | −34−8.0% | Reduced |
| Advisors Asset Management, Inc. | 372 | $27.0K | 0.00% | −2,124−85.1% | Reduced |
| Zions Bancorporation, N.A. | 361 | $26.0K | 0.00% | +282+357.0% | Added |
| Barrett Asset Management, LLC | 336 | $24.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 328 | $24.0K | 0.00% | +48+17.1% | Added |
| AdvisorNet Financial, Inc | 317 | $23.0K | 0.00% | +100+46.1% | Added |
| 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 |
| Halpern Financial, Inc. | 291 | $21.1K | 0.01% | +291 | New |
| Tarbox Family Office, Inc. | 285 | $21.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 279 | $20.0K | 0.00% | +3+1.1% | Added |
| IFP Advisors, Inc | 243 | $20.0K | 0.00% | +33+15.7% | Added |
| American Portfolios Advisors | 250 | $18.2K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 225 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 219 | $16.0K | 0.00% | +144+192.0% | Added |
| Proffitt & Goodson Inc | 205 | $15.0K | 0.00% | −12−5.5% | Reduced |
| Sittner & Nelson, LLC | 196 | $14.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 188 | $13.0K | 0.00% | −16−7.8% | Reduced |
| Brewin Dolphin Ltd | 168 | $12.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 157 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 129 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 130 | $9.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 123 | $9.00K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 122 | $9.00K | 0.00% | +122 | New |
| Jacobi Capital Management LLC | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 107 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 111 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 109 | $8.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 100 | $7.00K | 0.00% | −181−64.4% | Reduced |
| Logan Capital Management Inc | 103 | $7.00K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 94 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 91 | $7.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 98 | $7.00K | 0.00% | +25+34.2% | Added |
| Global Retirement Partners, LLC | 89 | $6.00K | 0.00% | −23−20.5% | Reduced |
| Evoke Wealth, LLC | 94 | $6.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 77 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 90 | $6.00K | 0.00% | +7+8.4% | Added |
| Lowe Wealth Advisors, LLC | 77 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 89 | $6.00K | 0.00% | +29+48.3% | Added |
| SOA Wealth Advisors, LLC. | 93 | $6.00K | 0.00% | +45+93.8% | Added |
| Corbenic Partners LLC | 89 | $6.00K | 0.00% | +89 | New |
| Meridian Wealth Partners, LLC | 86 | $6.00K | 0.00% | +86 | New |
| Eagle Bay Advisors LLC | 61 | $5.00K | 0.00% | −168−73.4% | Reduced |
| Glassman Wealth Services | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 71 | $5.00K | 0.00% | 00.0% | Unchanged |