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 |
|---|---|---|---|---|---|
| Sound Financial Strategies Group, LLC | 8,749 | $639.0K | 0.32% | −239−2.7% | Reduced |
| Pathstone Family Office, LLC | 8,692 | $635.0K | 0.02% | +199+2.3% | Added |
| CIBC Asset Management Inc | 8,643 | $631.0K | 0.00% | +468+5.7% | Added |
| Marco Investment Management LLC | 8,500 | $621.0K | 0.06% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 8,390 | $613.0K | 0.01% | +8,390 | New |
| Vestmark Advisory Solutions, Inc. | 8,290 | $605.0K | 0.03% | +362+4.6% | Added |
| Park Avenue Securities LLC | 8,112 | $592.0K | 0.01% | +3,440+73.6% | Added |
| Armstrong Shaw Associates Inc | 8,066 | $589.0K | 0.48% | −3,966−33.0% | Reduced |
| Neuberger Berman Group LLC | 8,921 | $581.0K | 0.00% | +4,238+90.5% | Added |
| Ameritas Investment Partners, Inc. | 7,920 | $577.0K | 0.02% | −146−1.8% | Reduced |
| Echo Wealth Management, LLC | 8,188 | $569.0K | 0.65% | +8,188 | New |
| Schonfeld Strategic Advisors LLC | 7,744 | $566.0K | 0.01% | +7,744 | New |
| Strategic Blueprint, LLC | 7,648 | $559.0K | 0.07% | −222−2.8% | Reduced |
| Arden Trust Co | 7,379 | $539.0K | 0.09% | −38−0.5% | Reduced |
| Contravisory Investment Management, Inc. | 7,361 | $538.0K | 0.15% | +7,361 | New |
| 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 |
| Van Hulzen Asset Management, LLC | 7,319 | $535.0K | 0.06% | +1,067+17.1% | Added |
| Phoenix Holdings Ltd. | 7,365 | $531.0K | 0.01% | −520−6.6% | Reduced |
| Thrivent Financial for Lutherans | 7,254 | $530.0K | 0.00% | +139+2.0% | Added |
| Brown Brothers Harriman & Co | 7,220 | $527.0K | 0.00% | +333+4.8% | Added |
| Meiji Yasuda Life Insurance Co | 7,100 | $519.0K | 0.01% | +2,940+70.7% | Added |
| Navellier & Associates Inc | 7,095 | $518.0K | 0.08% | +496+7.5% | Added |
| First Manhattan Co | 6,799 | $496.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 6,752 | $493.0K | 0.01% | +264+4.1% | Added |
| Fukoku Mutual Life Insurance Co | 6,491 | $474.0K | 0.04% | +250+4.0% | Added |
| Horizon Investments, LLC | 6,337 | $463.0K | 0.01% | +538+9.3% | Added |
| GWM Advisors LLC | 6,110 | $446.0K | 0.01% | +6,110 | New |
| RBF Capital, LLC | 6,000 | $438.0K | 0.03% | 00.0% | Unchanged |
| Kirr Marbach & Co LLC | 5,972 | $436.0K | 0.12% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 5,962 | $435.0K | 0.12% | +5,962 | New |
| CIBC World Markets Corp | 5,899 | $431.0K | 0.00% | −3,451−36.9% | Reduced |
| Brinker Capital Investments, LLC | 5,791 | $423.0K | 0.01% | −1,456−20.1% | Reduced |
| 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 |
| Prelude Capital Management, LLC | 5,678 | $415.0K | 0.02% | +5,678 | New |
| 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 |
| Jackson Square Capital, LLC | 5,521 | $403.0K | 0.12% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 5,430 | $397.0K | 0.05% | +5,430 | New |
| Davis R M Inc | 5,242 | $383.0K | 0.01% | +5,242 | New |
| 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 |
| Qtron Investments LLC | 5,150 | $376.0K | 0.08% | 00.0% | Unchanged |
| Cooper Financial Group | 5,090 | $372.0K | 0.14% | +66+1.3% | Added |
| Fox Run Management, L.L.C. | 5,015 | $366.0K | 0.22% | +5,015 | New |
| Shakespeare Wealth Management, Inc. | 4,976 | $363.0K | 0.13% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 5,633 | $362.0K | 0.04% | −270−4.6% | Reduced |
| 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 |
| Financial & Tax Architects, LLC | 4,935 | $360.4K | 0.15% | +84+1.7% | Added |
| Pflug Koory, LLC | 4,865 | $355.0K | 0.18% | 00.0% | Unchanged |
| 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 |
| Banque Cantonale Vaudoise | 4,826 | $352.0K | 0.01% | −12−0.2% | Reduced |
| Freestone Capital Holdings, LLC | 4,782 | $349.0K | 0.01% | +609+14.6% | Added |
| Main Street Financial Solutions, LLC | 4,751 | $347.0K | 0.05% | +27+0.6% | Added |
| Prime Capital Investment Advisors, LLC | 4,733 | $346.0K | 0.02% | +4,733 | New |
| Oak Family Advisors, LLC | 4,689 | $342.0K | 0.16% | +57+1.2% | Added |
| 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 |
| Bluestein R H & Co | 4,500 | $329.0K | 0.01% | 00.0% | Unchanged |
| Agf Investments Inc. | 4,488 | $328.0K | 0.00% | +2,088+87.0% | Added |
| 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 |
| National Asset Management, Inc. | 4,233 | $310.0K | 0.01% | −167−3.8% | Reduced |
| Annex Advisory Services, LLC | 4,217 | $308.0K | 0.02% | +4,217 | New |
| Meiji Yasuda Asset Management Co Ltd. | 4,204 | $307.0K | 0.02% | +1,216+40.7% | Added |
| Bank of Nova Scotia | 4,156 | $303.0K | 0.00% | −213−4.9% | Reduced |
| First Affirmative Financial Network | 4,121 | $301.0K | 0.27% | −66−1.6% | Reduced |
| 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 |
| 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 |
| Financial Partners Capital Management LLC | 4,000 | $292.1K | 0.05% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 3,983 | $291.0K | 0.00% | +268+7.2% | Added |
| Wealthfront Advisers LLC | 3,972 | $290.0K | 0.00% | −769−16.2% | 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 |
| Cigna Investments Inc | 3,884 | $283.0K | 0.02% | −1,150−22.8% | Reduced |
| Intrust Bank NA | 3,848 | $281.0K | 0.03% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 3,804 | $277.8K | 0.04% | −3,371−47.0% | Reduced |
| Berkshire Asset Management LLC | 3,787 | $277.0K | 0.02% | −42−1.1% | Reduced |
| Arkadios Wealth Advisors | 3,753 | $274.0K | 0.04% | −6,621−63.8% | Reduced |
| Fractal Investments LLC | 3,727 | $272.0K | 0.09% | +3,727 | New |
| Federated Hermes, Inc. | 3,661 | $268.0K | 0.00% | −69−1.8% | Reduced |
| Whitcomb & Hess, Inc. | 4,403 | $265.0K | 0.10% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 3,596 | $263.0K | 0.02% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,584 | $262.0K | 0.02% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,819 | $260.0K | 0.02% | +1,044+37.6% | 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 |
| OneAscent Financial Services LLC | 3,472 | $254.0K | 0.48% | +75+2.2% | Added |
| Ballentine Partners, LLC | 3,462 | $253.0K | 0.01% | +3,462 | New |
| Ethic Inc. | 3,456 | $252.0K | 0.02% | −4,051−54.0% | Reduced |
| Mackenzie Financial Corp | 3,360 | $245.0K | 0.00% | −100−2.9% | Reduced |
| Cubic Asset Management, LLC | 3,335 | $244.0K | 0.06% | 00.0% | Unchanged |