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 |
|---|---|---|---|---|---|
| Corient Capital Partners, LLC | 3,214 | $235.0K | 0.02% | +117+3.8% | Added |
| M&G Investment Management Ltd | 3,234 | $236.0K | 0.00% | −313−8.8% | Reduced |
| Change Path, LLC | 3,285 | $240.0K | 0.01% | −508−13.4% | Reduced |
| Cubic Asset Management, LLC | 3,335 | $244.0K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,339 | $244.0K | 0.00% | +15+0.5% | Added |
| Mackenzie Financial Corp | 3,360 | $245.0K | 0.00% | −100−2.9% | Reduced |
| Ethic Inc. | 3,456 | $252.0K | 0.02% | −4,051−54.0% | Reduced |
| Ballentine Partners, LLC | 3,462 | $253.0K | 0.01% | +3,462 | New |
| OneAscent Financial Services LLC | 3,472 | $254.0K | 0.48% | +75+2.2% | Added |
| Stratos Wealth Partners, LTD. | 3,509 | $256.0K | 0.01% | +9+0.3% | Added |
| Graham Capital Management, L.P. | 3,516 | $256.0K | 0.01% | +3,516 | New |
| Csenge Advisory Group | 3,819 | $260.0K | 0.02% | +1,044+37.6% | Added |
| Avidian Wealth Solutions, LLC | 3,584 | $262.0K | 0.02% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 3,596 | $263.0K | 0.02% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 4,403 | $265.0K | 0.10% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,661 | $268.0K | 0.00% | −69−1.8% | Reduced |
| Fractal Investments LLC | 3,727 | $272.0K | 0.09% | +3,727 | New |
| Arkadios Wealth Advisors | 3,753 | $274.0K | 0.04% | −6,621−63.8% | Reduced |
| Berkshire Asset Management LLC | 3,787 | $277.0K | 0.02% | −42−1.1% | Reduced |
| Focus Financial Network, Inc. | 3,804 | $277.8K | 0.04% | −3,371−47.0% | Reduced |
| Intrust Bank NA | 3,848 | $281.0K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,884 | $283.0K | 0.02% | −1,150−22.8% | Reduced |
| Man Group plc | 3,900 | $285.0K | 0.00% | −2,444−38.5% | Reduced |
| Gofen & Glossberg LLC | 3,900 | $285.0K | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 3,972 | $290.0K | 0.00% | −769−16.2% | Reduced |
| Morningstar Investment Services LLC | 3,983 | $291.0K | 0.00% | +268+7.2% | Added |
| Financial Partners Capital Management LLC | 4,000 | $292.1K | 0.05% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,057 | $296.0K | 0.02% | −1,367−25.2% | Reduced |
| Cornerstone Wealth Management, LLC | 4,053 | $296.0K | 0.03% | +20+0.5% | Added |
| Neo Ivy Capital Management | 4,054 | $296.0K | 0.42% | +4,054 | New |
| Dixon Hubard Feinour & Brown Inc | 4,066 | $297.0K | 0.03% | +241+6.3% | Added |
| Pinnacle Associates Ltd | 4,067 | $297.0K | 0.01% | +4,067 | New |
| First Affirmative Financial Network | 4,121 | $301.0K | 0.27% | −66−1.6% | Reduced |
| Bank of Nova Scotia | 4,156 | $303.0K | 0.00% | −213−4.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,204 | $307.0K | 0.02% | +1,216+40.7% | Added |
| Annex Advisory Services, LLC | 4,217 | $308.0K | 0.02% | +4,217 | New |
| National Asset Management, Inc. | 4,233 | $310.0K | 0.01% | −167−3.8% | Reduced |
| Regentatlantic Capital LLC | 4,404 | $322.0K | 0.01% | +26+0.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,414 | $322.0K | 0.03% | +141+3.3% | Added |
| Bradley Foster & Sargent Inc | 4,405 | $322.0K | 0.01% | +161+3.8% | Added |
| Agf Investments Inc. | 4,488 | $328.0K | 0.00% | +2,088+87.0% | Added |
| Bluestein R H & Co | 4,500 | $329.0K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,619 | $337.0K | 0.06% | +4+0.1% | Added |
| National Bank of Canada | 4,627 | $337.0K | 0.00% | +4,627 | New |
| Oak Family Advisors, LLC | 4,689 | $342.0K | 0.16% | +57+1.2% | Added |
| Prime Capital Investment Advisors, LLC | 4,733 | $346.0K | 0.02% | +4,733 | New |
| Main Street Financial Solutions, LLC | 4,751 | $347.0K | 0.05% | +27+0.6% | Added |
| Freestone Capital Holdings, LLC | 4,782 | $349.0K | 0.01% | +609+14.6% | Added |
| Banque Cantonale Vaudoise | 4,826 | $352.0K | 0.01% | −12−0.2% | Reduced |
| FDx Advisors, Inc. | 4,830 | $353.0K | 0.01% | −56−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,831 | $353.0K | 0.00% | +21+0.4% | Added |
| Pflug Koory, LLC | 4,865 | $355.0K | 0.18% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 4,935 | $360.4K | 0.15% | +84+1.7% | Added |
| Johnson Financial Group, Inc. | 4,940 | $361.0K | 0.02% | +334+7.3% | Added |
| Alan B. Lancz & Associates, Inc. | 4,942 | $361.0K | 0.32% | +4,942 | New |
| Pallas Capital Advisors LLC | 5,633 | $362.0K | 0.04% | −270−4.6% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,976 | $363.0K | 0.13% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 5,015 | $366.0K | 0.22% | +5,015 | New |
| Cooper Financial Group | 5,090 | $372.0K | 0.14% | +66+1.3% | Added |
| Qtron Investments LLC | 5,150 | $376.0K | 0.08% | 00.0% | Unchanged |
| Commerce Bank | 5,188 | $379.0K | 0.00% | −136−2.6% | Reduced |
| Smith Shellnut Wilson LLC | 5,194 | $379.0K | 0.19% | +132+2.6% | Added |
| Davis R M Inc | 5,242 | $383.0K | 0.01% | +5,242 | New |
| Marble Harbor Investment Counsel, LLC | 5,430 | $397.0K | 0.05% | +5,430 | New |
| Jackson Square Capital, LLC | 5,521 | $403.0K | 0.12% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 5,595 | $409.0K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,601 | $409.0K | 0.01% | +1,564+38.7% | Added |
| Prelude Capital Management, LLC | 5,678 | $415.0K | 0.02% | +5,678 | New |
| Harbour Investments, Inc. | 5,761 | $421.0K | 0.03% | −2,179−27.4% | Reduced |
| Echo Street Capital Management LLC | 5,765 | $421.0K | 0.00% | +5,765 | New |
| Independent Advisor Alliance | 5,764 | $421.0K | 0.02% | +5,764 | New |
| Brinker Capital Investments, LLC | 5,791 | $423.0K | 0.01% | −1,456−20.1% | Reduced |
| CIBC World Markets Corp | 5,899 | $431.0K | 0.00% | −3,451−36.9% | Reduced |
| Pearl River Capital, LLC | 5,962 | $435.0K | 0.12% | +5,962 | New |
| Kirr Marbach & Co LLC | 5,972 | $436.0K | 0.12% | 00.0% | Unchanged |
| RBF Capital, LLC | 6,000 | $438.0K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,110 | $446.0K | 0.01% | +6,110 | New |
| Horizon Investments, LLC | 6,337 | $463.0K | 0.01% | +538+9.3% | Added |
| Fukoku Mutual Life Insurance Co | 6,491 | $474.0K | 0.04% | +250+4.0% | Added |
| Cetera Advisor Networks LLC | 6,752 | $493.0K | 0.01% | +264+4.1% | Added |
| First Manhattan Co | 6,799 | $496.0K | 0.00% | 00.0% | Unchanged |
| Navellier & Associates Inc | 7,095 | $518.0K | 0.08% | +496+7.5% | Added |
| Meiji Yasuda Life Insurance Co | 7,100 | $519.0K | 0.01% | +2,940+70.7% | Added |
| Brown Brothers Harriman & Co | 7,220 | $527.0K | 0.00% | +333+4.8% | Added |
| Thrivent Financial for Lutherans | 7,254 | $530.0K | 0.00% | +139+2.0% | Added |
| Phoenix Holdings Ltd. | 7,365 | $531.0K | 0.01% | −520−6.6% | Reduced |
| Van Hulzen Asset Management, LLC | 7,319 | $535.0K | 0.06% | +1,067+17.1% | Added |
| Walleye Trading LLC | 7,359 | $537.0K | 0.01% | +4,490+156.5% | Added |
| Vestcor Inc | 7,350 | $537.0K | 0.02% | +4,892+199.0% | Added |
| Contravisory Investment Management, Inc. | 7,361 | $538.0K | 0.15% | +7,361 | New |
| Arden Trust Co | 7,379 | $539.0K | 0.09% | −38−0.5% | Reduced |
| Strategic Blueprint, LLC | 7,648 | $559.0K | 0.07% | −222−2.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,744 | $566.0K | 0.01% | +7,744 | New |
| Echo Wealth Management, LLC | 8,188 | $569.0K | 0.65% | +8,188 | New |
| Ameritas Investment Partners, Inc. | 7,920 | $577.0K | 0.02% | −146−1.8% | Reduced |
| Neuberger Berman Group LLC | 8,921 | $581.0K | 0.00% | +4,238+90.5% | Added |
| Armstrong Shaw Associates Inc | 8,066 | $589.0K | 0.48% | −3,966−33.0% | Reduced |
| Park Avenue Securities LLC | 8,112 | $592.0K | 0.01% | +3,440+73.6% | Added |
| Vestmark Advisory Solutions, Inc. | 8,290 | $605.0K | 0.03% | +362+4.6% | Added |
| Polar Asset Management Partners Inc. | 8,390 | $613.0K | 0.01% | +8,390 | New |