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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, Q4 2021

Institutional positions in PENTAIR plc as of Dec 31, 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
604
+55 vs. Q3 2021
Shares held
146.4M
−2.42M (−1.6%) vs. Q3 2021
Total value
$10.7B
−$159.2M (−1.5%) vs. Q3 2021
New holders
104
202 more added
Sold out
49
177 more reduced

10 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 604 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 heldQ4 2021: $10.7B
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, Q4 2021

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q3 2021.

Institutions holding PNR in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Howe & Rusling Inc3$00.00%00.0%Unchanged
Valley National Advisers Inc5$00.00%+4+400.0%Added
North Star Investment Management Corp.5$00.00%00.0%Unchanged
Hudock, Inc.8$00.00%00.0%Unchanged
MV Capital Management, Inc.3$00.00%00.0%Unchanged
Fieldpoint Private Securities, LLC5$00.00%00.0%Unchanged
Selective Wealth Management, Inc.5$00.00%00.0%Unchanged
Lake Point Wealth Management6$00.00%00.0%Unchanged
Leelyn Smith, LLC6$00.00%00.0%Unchanged
Cambridge Trust Co2$00.00%+2New
Castle Financial & Retirement Planning Associates, Inc.7$00.00%+7New
First Bank & Trust3$00.00%+3New
HHM Wealth Advisors, LLC4$00.00%+4New
Retirement Planning Co of New England, Inc.5$00.00%+5New
Curi Capital3$00.00%+3New
Widmann Financial Services, Inc.4$00.00%+4New
Covestor Ltd1$00.00%+1New
Fortitude Advisory Group L.L.C.1$00.00%+1New
Kelly Financial Services LLC1$730.00%00.0%Unchanged
WestEnd Advisors, LLC1$730.00%––
Eagle Bay Advisors LLC13$1.00K0.00%−48−78.7%Reduced
Freedman Financial Associates, Inc.17$1.00K0.00%−21−55.3%Reduced
Stonebridge Capital Advisors LLC18$1.00K0.00%−11−37.9%Reduced
Thompson Siegel & Walmsley LLC12$1.00K0.00%00.0%Unchanged
Albion Financial Group15$1.00K0.00%00.0%Unchanged
Ci Investments Inc.9$1.00K0.00%00.0%Unchanged
Hanson & Doremus Investment Management16$1.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.11$1.00K0.00%00.0%Unchanged
MCF Advisors LLC14$1.00K0.02%00.0%Unchanged
USA Financial Portformulas Corp7$1.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC12$1.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC15$1.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC19$1.00K0.00%00.0%Unchanged
Concord Wealth Partners17$1.00K0.00%+2+13.3%Added
TFC Financial Management13$1.00K0.00%00.0%Unchanged
FourThought Financial, LLC13$1.00K0.00%00.0%Unchanged
Simon Quick Advisors, LLC8$1.00K0.00%00.0%Unchanged
Column Capital Advisors, LLC15$1.00K0.00%+15New
Capital Advisors, Ltd. LLC7$1.00K0.00%+7New
Center for Financial Planning, Inc.14$1.00K0.00%+14New
CoreCap Advisors, LLC17$1.00K0.00%+17New
Morton Brown Family Wealth, LLC17$1.00K0.00%+17New
West Paces Advisors Inc.23$1.68K0.00%00.0%Unchanged
Ninety One UK Ltd24$2.00K0.00%−22−47.8%Reduced
Gradient Investments LLC31$2.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.30$2.00K0.00%+1+3.4%Added
Hexagon Capital Partners LLC29$2.00K0.00%00.0%Unchanged
Capital Analysts, LLC27$2.00K0.00%+18+200.0%Added
Lenox Wealth Advisors, LLC32$2.00K0.00%+26+433.3%Added
West Bancorporation Inc24$2.00K0.00%+24New
Sandy Spring Bank22$2.00K0.00%+22New
EverSource Wealth Advisors, LLC29$2.00K0.00%+29New
Sierra Capital LLC23$2.00K0.00%+23New
Schubert & Co27$2.00K0.00%+27New
Sutton Wealth Advisors Inc.28$2.04K0.00%00.0%Unchanged
PFS Partners, LLC33$2.42K0.00%+33New
Financial Perspectives, Inc36$2.63K0.00%00.0%Unchanged
Raffa Wealth Management, LLC37$2.73K0.00%00.0%Unchanged
Estabrook Capital Management40$2.92K0.00%+40New
Toth Financial Advisory Corp42$3.00K0.00%00.0%Unchanged
Whittier Trust Co39$3.00K0.00%00.0%Unchanged
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
Lindbrook Capital, LLC47$3.00K0.00%+11+30.6%Added
Charter Oak Capital Management, LLC43$3.00K0.00%00.0%Unchanged
Heritage Wealth Advisors40$3.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC41$3.00K0.00%+41New
KB Financial Partners, LLC41$3.00K0.00%+41New
Glen Eagle Advisors, LLC42$3.07K0.00%00.0%Unchanged
Stephens Consulting, LLC42$3.07K0.00%+42New
Logan Capital Management Inc60$4.00K0.00%−43−41.7%Reduced
AllSquare Wealth Management LLC56$4.00K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.50$4.00K0.00%+2+4.2%Added
Sound Income Strategies, LLC57$4.00K0.00%+57New
Amplius Wealth Advisors, LLC57$4.00K0.00%+57New
Group One Trading, L.P.72$5.00K0.00%−600−89.3%Reduced
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
Bell Investment Advisors, Inc73$5.00K0.00%+35+92.1%Added
Earnest Partners LLC77$6.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB89$6.00K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC77$6.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.93$6.00K0.00%00.0%Unchanged
Seldon Capital LP76$6.00K0.00%+76New
Boit C F David94$7.00K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC100$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
Evoke Wealth, LLC94$7.00K0.00%00.0%Unchanged
Arlington Partners LLC97$7.00K0.00%+97New
Farmers & Merchants Investments Inc111$8.00K0.00%00.0%Unchanged
Private Capital Group, LLC109$8.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC116$8.00K0.00%00.0%Unchanged
Assetmark, Inc113$8.00K0.00%+15+15.3%Added
Carroll Financial Associates, Inc.113$8.00K0.00%+23+25.6%Added
CVA Family Office, LLC111$8.00K0.00%+111New
Brewin Dolphin Ltd128$9.00K0.00%−40−23.8%Reduced
Pinnacle Bancorp, Inc.129$9.00K0.00%00.0%Unchanged