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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
Marco Investment Management LLC8,500$621.0K0.06%00.0%Unchanged
CIBC Asset Management Inc8,643$631.0K0.00%+468+5.7%Added
Pathstone Family Office, LLC8,692$635.0K0.02%+199+2.3%Added
Sound Financial Strategies Group, LLC8,749$639.0K0.32%−239−2.7%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC8,891$649.0K0.05%−7,706−46.4%Reduced
MML Investors Services, LLC8,884$649.0K0.00%+138+1.6%Added
Siemens Fonds Invest GmbH9,317$674.0K0.04%−1,055−10.2%Reduced
Westpac Banking Corp9,287$678.2K0.01%00.0%Unchanged
Laurel Wealth Advisors, Inc.9,386$686.0K0.05%+9,386New
Crossmark Global Holdings, Inc.9,600$701.0K0.02%−211−2.2%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd9,776$713.0K0.01%−130−1.3%Reduced
Somerset Trust Co9,958$727.0K0.27%+30.0%Added
Argyle Capital Management Inc.10,000$730.0K0.23%00.0%Unchanged
Kentucky Retirement Systems10,080$736.0K0.03%+520+5.4%Added
New Mexico Educational Retirement Board10,114$739.0K0.02%−800−7.3%Reduced
Louisiana State Employees Retirement System10,400$760.0K0.02%+100+1.0%Added
JustInvest LLC10,406$760.0K0.04%+1,745+20.1%Added
Xponance, Inc.10,435$762.0K0.01%+2,036+24.2%Added
HighTower Advisors, LLC10,496$765.0K0.00%−21,842−67.5%Reduced
AGF Investments LLC10,538$770.0K0.06%+2,570+32.3%Added
Illinois Municipal Retirement Fund10,577$772.0K0.02%+2,952+38.7%Added
Symmetry Partners, LLC10,607$775.0K0.05%00.0%Unchanged
Keybank National Association10,992$803.0K0.00%−21−0.2%Reduced
Prescott Group Capital Management, L.L.C.11,000$803.0K0.18%00.0%Unchanged
Moors & Cabot, Inc.11,194$818.0K0.05%−100−0.9%Reduced
Teza Capital Management LLC11,252$822.0K0.22%+11,252New
Stevens Capital Management LP11,480$838.0K0.19%+11,480New
Cambridge Investment Research Advisors, Inc.11,721$856.0K0.00%+130+1.1%Added
Twin Tree Management, LP11,799$862.0K0.02%+7,452+171.4%Added
Glenmede Trust Co NA11,833$863.0K0.00%+433+3.8%Added
Healthcare of Ontario Pension Plan Trust Fund11,893$869.0K0.00%−39,896−77.0%Reduced
Dai-Ichi Life Insurance Company, Ltd12,100$884.0K0.01%+12,100New
Allianz Asset Management GmbH12,114$885.0K0.00%00.0%Unchanged
Creative Planning12,170$889.0K0.00%+6,285+106.8%Added
Teachers Retirement System of the State of Kentucky12,237$894.0K0.01%−1,337−9.8%Reduced
Elo Mutual Pension Insurance Co12,360$903.0K0.02%+551+4.7%Added
ELCO Management Co., LLC12,560$917.0K0.66%+3,545+39.3%Added
Maryland State Retirement & Pension System12,628$922.0K0.02%00.0%Unchanged
Quantamental Technologies LLC12,837$937.0K0.47%+12,837New
Pacer Advisors, Inc.12,885$941.0K0.01%+3,318+34.7%Added
Jacobs & Co13,200$963.0K0.10%00.0%Unchanged
Oregon Public Employees Retirement Fund13,468$984.0K0.01%−400−2.9%Reduced
Aigen Investment Management, LP13,690$997.0K0.06%+13,690New
Securian Asset Management, Inc13,849$1.01M0.02%+185+1.4%Added
Great Lakes Advisors, LLC14,062$1.03M0.02%+363+2.6%Added
Verition Fund Management LLC14,093$1.03M0.01%+9,267+192.0%Added
Norinchukin Bank, The14,121$1.03M0.01%−154−1.1%Reduced
HWG Holdings LP14,117$1.03M0.48%+14,117New
Palisade Asset Management, LLC14,327$1.05M0.12%00.0%Unchanged
O'Shaughnessy Asset Management, LLC14,344$1.05M0.02%−1,084−7.0%Reduced
Cresset Asset Management, LLC14,423$1.05M0.01%+3,902+37.1%Added
Kestra Advisory Services, LLC14,681$1.07M0.01%−134−0.9%Reduced
Greenwich Wealth Management LLC14,727$1.08M0.09%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.14,775$1.08M0.00%−9,784−39.8%Reduced
Dorsey & Whitney Trust CO LLC14,939$1.09M0.09%−89−0.6%Reduced
M&T Bank Corp15,141$1.11M0.00%−116−0.8%Reduced
Cookson Peirce & Co Inc15,155$1.11M0.06%+486+3.3%Added
Piscataqua Savings Bank15,445$1.13M0.89%+9+0.1%Added
Manchester Capital Management LLC16,269$1.19M0.16%00.0%Unchanged
Tortoise Capital Advisors, L.L.C.16,331$1.19M0.02%−3,882−19.2%Reduced
DCM Advisors, LLC16,500$1.21M0.36%+3,113+23.3%Added
Trexquant Investment LP16,574$1.21M0.07%+6,374+62.5%Added
D.A. Davidson & Co.16,577$1.21M0.01%+1,180+7.7%Added
Tower Research Capital LLC (TRC)16,868$1.23M0.02%+8,066+91.6%Added
Hartford Investment Management Co17,024$1.24M0.03%+1,247+7.9%Added
PFS Investments Inc.17,043$1.25M0.02%−219−1.3%Reduced
Argent Trust Co17,041$1.25M0.07%00.0%Unchanged
CenterBook Partners LP17,115$1.25M0.73%+17,115New
Stephens Inc17,461$1.27M0.02%−6,814−28.1%Reduced
Acadian Asset Management LLC17,952$1.31M0.00%−20,519−53.3%Reduced
SRB Corp18,045$1.32M0.07%+18,045New
Geneos Wealth Management Inc.18,330$1.34M0.05%+50+0.3%Added
Nomura Holdings Inc18,357$1.34M0.01%−6,015−24.7%Reduced
Rowland & Co Investment Counsel18,370$1.34M0.30%+730+4.1%Added
Metropolitan Life Insurance Co18,708$1.37M0.02%−787−4.0%Reduced
Mercer Global Advisors Inc19,109$1.40M0.01%+998+5.5%Added
Dean Investment Associates, LLC20,120$1.47M0.26%−1,309−6.1%Reduced
Weiss Multi-Strategy Advisers LLC20,268$1.48M0.03%+20,268New
Dynamic Technology Lab Private Ltd20,267$1.48M0.16%+20,267New
Pendal Group Limited20,352$1.49M0.01%+14,573+252.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys20,770$1.52M0.02%−15−0.1%Reduced
Schroder Investment Management Group20,817$1.52M0.00%−4,519−17.8%Reduced
Veracity Capital LLC20,969$1.53M0.62%+97+0.5%Added
Guggenheim Capital LLC21,222$1.55M0.01%+718+3.5%Added
Connor, Clark & Lunn Investment Management Ltd.21,440$1.57M0.01%+21,440New
Altshuler Shaham Ltd21,497$1.57M0.03%00.0%Unchanged
ING Groep NV21,598$1.58M0.01%+6,216+40.4%Added
Fort, L.P.21,800$1.59M0.52%−2,856−11.6%Reduced
MD Financial Management Inc.21,878$1.60M0.04%+842+4.0%Added
Mutual of America Capital Management LLC21,961$1.60M0.02%+80.0%Added
Outfitter Financial LLC22,165$1.62M1.19%−310−1.4%Reduced
Meyer Handelman Co22,282$1.63M0.06%+1,200+5.7%Added
Texas Permanent School Fund22,825$1.67M0.02%−2,799−10.9%Reduced
Public Employees Retirement Association of Colorado23,270$1.70M0.01%00.0%Unchanged
Tredje AP-fonden23,333$1.70M0.03%−11,667−33.3%Reduced
State of Alaska, Department of Revenue23,955$1.75M0.02%−1,500−5.9%Reduced
HRT Financial LP24,488$1.79M0.01%+24,488New
Swiss Life Asset Management Ltd24,936$1.82M0.02%−507−2.0%Reduced
Brookfield Asset Management Inc.25,000$1.83M0.01%+25,000New
Commonwealth Equity Services, LLC25,587$1.87M0.00%−3,898−13.2%Reduced