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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Graves-Light Private Wealth Management, Inc. | 123 | $9.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 124 | $9.00K | 0.00% | +124 | New |
| Sittner & Nelson, LLC | 196 | $14.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 210 | $15.0K | 0.00% | −151−41.8% | Reduced |
| Proffitt & Goodson Inc | 205 | $15.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $15.0K | 0.00% | +200 | New |
| Signet Financial Management, LLC | 206 | $15.0K | 0.00% | +206 | New |
| High Net Worth Advisory Group LLC | 201 | $15.0K | 0.01% | +201 | New |
| JNBA Financial Advisors | 225 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 219 | $16.0K | 0.00% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 238 | $16.0K | 0.01% | +238 | New |
| Itau Unibanco Holding S.A. | 230 | $17.0K | 0.00% | −73−24.1% | Reduced |
| Atwood & Palmer Inc | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 250 | $18.3K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 279 | $20.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 250 | $20.0K | 0.00% | +7+2.9% | Added |
| Tarbox Family Office, Inc. | 285 | $21.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 291 | $21.0K | 0.00% | +291 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 317 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 326 | $24.0K | 0.00% | −1,886−85.3% | Reduced |
| Spire Wealth Management | 323 | $24.0K | 0.00% | +166+105.7% | Added |
| Advisors Asset Management, Inc. | 372 | $27.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 392 | $29.0K | 0.00% | +1+0.3% | Added |
| Washington Trust Co | 407 | $30.0K | 0.00% | +300+280.4% | Added |
| Gemmer Asset Management LLC | 427 | $31.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 463 | $34.0K | 0.02% | +11+2.4% | Added |
| Zullo Investment Group, Inc. | 479 | $35.0K | 0.02% | +479 | New |
| South State Corp. | 496 | $36.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 497 | $36.0K | 0.01% | +497 | New |
| Cascade Investment Advisors, Inc. | 500 | $36.5K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $37.0K | 0.01% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 527 | $38.0K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 557 | $40.7K | 0.00% | +31+5.9% | Added |
| TD Private Client Wealth LLC | 575 | $42.0K | 0.00% | −15−2.5% | Reduced |
| Wolff Wiese Magana LLC | 598 | $44.0K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 631 | $46.0K | 0.00% | −56−8.2% | Reduced |
| Institutional & Family Asset Management, LLC | 649 | $47.0K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 691 | $50.0K | 0.00% | −98−12.4% | Reduced |
| Quadrant Capital Group LLC | 700 | $51.0K | 0.01% | −195−21.8% | Reduced |
| Signaturefd, LLC | 740 | $54.0K | 0.00% | −19−2.5% | Reduced |
| CenterStar Asset Management, LLC | – | $55.0K | 0.04% | – | New |
| DuPont Capital Management Corp | 812 | $59.0K | 0.00% | −195−19.4% | Reduced |
| Bollard Group LLC | 812 | $59.0K | 0.00% | +2+0.2% | Added |
| Larson Financial Group LLC | 814 | $59.0K | 0.01% | +339+71.4% | Added |
| CWM, LLC | 926 | $68.0K | 0.00% | +926 | New |
| Parallel Advisors, LLC | 942 | $69.0K | 0.00% | +24+2.6% | Added |
| Washington Trust Advisors, Inc. | 942 | $69.0K | 0.00% | +942 | New |
| AlphaCentric Advisors LLC | 955 | $70.0K | 0.02% | −220−18.7% | Reduced |
| Investors Research Corp | 1,000 | $73.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 1,024 | $75.0K | 0.00% | +1,024 | New |
| Lazard Asset Management LLC | 1,075 | $78.0K | 0.00% | +121+12.7% | Added |
| Huntington National Bank | 1,110 | $81.0K | 0.00% | +1+0.1% | Added |
| IndexIQ Advisors LLC | 1,242 | $91.0K | 0.00% | +187+17.7% | Added |
| Federation des caisses Desjardins du Quebec | 1,375 | $100.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,403 | $102.0K | 0.00% | +42+3.1% | Added |
| Sentry Investment Management LLC | 1,469 | $107.0K | 0.03% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,500 | $108.5K | 0.00% | +1,500 | New |
| Smithfield Trust Co | 1,482 | $109.0K | 0.01% | −81−5.2% | Reduced |
| Point72 Hong Kong Ltd | 1,592 | $116.0K | 0.01% | −14,372−90.0% | Reduced |
| Anchor Investment Management, LLC | 1,700 | $124.2K | 0.02% | −69−3.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,720 | $126.0K | 0.00% | +154+9.8% | Added |
| Focused Wealth Management, Inc | 1,807 | $132.0K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,822 | $133.0K | 0.08% | −65−3.4% | Reduced |
| NEXT Financial Group, Inc | 1,892 | $139.0K | 0.01% | +686+56.9% | Added |
| Wahed Invest LLC | 1,966 | $144.0K | 0.08% | +1,966 | New |
| Van Eck Associates Corp | 2,016 | $147.0K | 0.00% | +124+6.6% | Added |
| Fifth Third Bancorp | 2,104 | $154.0K | 0.00% | −2−0.1% | Reduced |
| Dark Forest Capital Management LP | 2,233 | $163.0K | 0.06% | +1,800+415.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,282 | $167.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 2,425 | $177.0K | 0.01% | +534+28.2% | Added |
| Parkside Financial Bank & Trust | 2,438 | $178.0K | 0.04% | +2,250+1,196.8% | Added |
| Bessemer Group Inc | 2,661 | $194.0K | 0.00% | −63−2.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,744 | $200.0K | 0.05% | −7,418−73.0% | Reduced |
| Vantage Consulting Group Inc | 2,752 | $201.0K | 0.05% | +2,752 | New |
| Syntax Advisors, LLC | 2,752 | $201.0K | 0.15% | +2,752 | New |
| Values First Advisors, Inc. | 2,751 | $201.0K | 0.12% | +2,751 | New |
| IBM Retirement Fund | 2,762 | $202.0K | 0.03% | −1,961−41.5% | Reduced |
| Veritable, L.P. | 2,761 | $202.0K | 0.00% | −15−0.5% | Reduced |
| Cullen Capital Management LLC | 2,798 | $204.0K | 0.00% | +2,798 | New |
| Forum Financial Management, LP | 2,794 | $204.0K | 0.01% | +2,794 | New |
| Gitterman Wealth Management, LLC | 2,823 | $206.0K | 0.15% | −1,953−40.9% | Reduced |
| Alterna Wealth Management, Inc | 2,825 | $206.0K | 0.17% | +2,825 | New |
| Raymond James Trust N.A. | 2,850 | $208.0K | 0.01% | +84+3.0% | Added |
| Leavell Investment Management, Inc. | 2,935 | $214.0K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,967 | $217.0K | 0.01% | +2,967 | New |
| Bank of Hawaii | 3,011 | $220.0K | 0.01% | −296−9.0% | Reduced |
| Washington Trust Bank | 3,006 | $220.0K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,035 | $222.0K | 0.00% | +10.0% | Added |
| ERTS Wealth Advisors, LLC | 3,052 | $223.0K | 0.05% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 3,084 | $225.0K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 3,119 | $227.8K | 0.06% | −914−22.7% | Reduced |
| Carlson Capital Management | 3,128 | $228.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,125 | $228.0K | 0.01% | +3,125 | New |
| Greenleaf Trust | 3,129 | $229.0K | 0.00% | −57−1.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 3,149 | $230.0K | 0.15% | −622−16.5% | Reduced |
| Advisor Partners LLC | 3,150 | $231.0K | 0.01% | +190+6.4% | Added |
| Coldstream Capital Management Inc | 3,189 | $233.0K | 0.01% | +3,189 | New |
| NorthRock Partners, LLC | 3,211 | $234.0K | 0.02% | −40−1.2% | Reduced |