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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 3,339 | $244.0K | 0.00% | +15+0.5% | Added |
| Change Path, LLC | 3,285 | $240.0K | 0.01% | −508−13.4% | Reduced |
| M&G Investment Management Ltd | 3,234 | $236.0K | 0.00% | −313−8.8% | Reduced |
| Corient Capital Partners, LLC | 3,214 | $235.0K | 0.02% | +117+3.8% | Added |
| NorthRock Partners, LLC | 3,211 | $234.0K | 0.02% | −40−1.2% | Reduced |
| Coldstream Capital Management Inc | 3,189 | $233.0K | 0.01% | +3,189 | New |
| Advisor Partners LLC | 3,150 | $231.0K | 0.01% | +190+6.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 3,149 | $230.0K | 0.15% | −622−16.5% | Reduced |
| Greenleaf Trust | 3,129 | $229.0K | 0.00% | −57−1.8% | 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 |
| Exane Derivatives | 3,119 | $227.8K | 0.06% | −914−22.7% | Reduced |
| King Luther Capital Management Corp | 3,084 | $225.0K | 0.00% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 3,052 | $223.0K | 0.05% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,035 | $222.0K | 0.00% | +10.0% | Added |
| 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 |
| Engineers Gate Manager LP | 2,967 | $217.0K | 0.01% | +2,967 | New |
| Leavell Investment Management, Inc. | 2,935 | $214.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 2,850 | $208.0K | 0.01% | +84+3.0% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Y-Intercept (Hong Kong) Ltd | 2,744 | $200.0K | 0.05% | −7,418−73.0% | Reduced |
| Bessemer Group Inc | 2,661 | $194.0K | 0.00% | −63−2.3% | Reduced |
| Parkside Financial Bank & Trust | 2,438 | $178.0K | 0.04% | +2,250+1,196.8% | Added |
| Credit Agricole S A | 2,425 | $177.0K | 0.01% | +534+28.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,282 | $167.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,233 | $163.0K | 0.06% | +1,800+415.7% | Added |
| Fifth Third Bancorp | 2,104 | $154.0K | 0.00% | −2−0.1% | Reduced |
| Van Eck Associates Corp | 2,016 | $147.0K | 0.00% | +124+6.6% | Added |
| Wahed Invest LLC | 1,966 | $144.0K | 0.08% | +1,966 | New |
| NEXT Financial Group, Inc | 1,892 | $139.0K | 0.01% | +686+56.9% | Added |
| C M Bidwell & Associates Ltd | 1,822 | $133.0K | 0.08% | −65−3.4% | Reduced |
| Focused Wealth Management, Inc | 1,807 | $132.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,720 | $126.0K | 0.00% | +154+9.8% | Added |
| Anchor Investment Management, LLC | 1,700 | $124.2K | 0.02% | −69−3.9% | Reduced |
| Point72 Hong Kong Ltd | 1,592 | $116.0K | 0.01% | −14,372−90.0% | Reduced |
| Smithfield Trust Co | 1,482 | $109.0K | 0.01% | −81−5.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,500 | $108.5K | 0.00% | +1,500 | New |
| Sentry Investment Management LLC | 1,469 | $107.0K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,403 | $102.0K | 0.00% | +42+3.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,375 | $100.4K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 1,242 | $91.0K | 0.00% | +187+17.7% | Added |
| Huntington National Bank | 1,110 | $81.0K | 0.00% | +1+0.1% | Added |
| Lazard Asset Management LLC | 1,075 | $78.0K | 0.00% | +121+12.7% | Added |
| Umb Bank N A | 1,024 | $75.0K | 0.00% | +1,024 | New |
| Investors Research Corp | 1,000 | $73.0K | 0.02% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 955 | $70.0K | 0.02% | −220−18.7% | Reduced |
| Parallel Advisors, LLC | 942 | $69.0K | 0.00% | +24+2.6% | Added |
| Washington Trust Advisors, Inc. | 942 | $69.0K | 0.00% | +942 | New |
| CWM, LLC | 926 | $68.0K | 0.00% | +926 | 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 |
| CenterStar Asset Management, LLC | – | $55.0K | 0.04% | – | New |
| Signaturefd, LLC | 740 | $54.0K | 0.00% | −19−2.5% | Reduced |
| Quadrant Capital Group LLC | 700 | $51.0K | 0.01% | −195−21.8% | Reduced |
| Capstone Investment Advisors, LLC | 691 | $50.0K | 0.00% | −98−12.4% | Reduced |
| Institutional & Family Asset Management, LLC | 649 | $47.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 631 | $46.0K | 0.00% | −56−8.2% | Reduced |
| Wolff Wiese Magana LLC | 598 | $44.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 575 | $42.0K | 0.00% | −15−2.5% | Reduced |
| Koshinski Asset Management, Inc. | 557 | $40.7K | 0.00% | +31+5.9% | Added |
| Red Cedar Capital, LLC | 527 | $38.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $37.0K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 500 | $36.5K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 496 | $36.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 497 | $36.0K | 0.01% | +497 | New |
| Zullo Investment Group, Inc. | 479 | $35.0K | 0.02% | +479 | New |
| Key Financial Inc | 463 | $34.0K | 0.02% | +11+2.4% | Added |
| Gemmer Asset Management LLC | 427 | $31.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 407 | $30.0K | 0.00% | +300+280.4% | Added |
| Steward Partners Investment Advisory, LLC | 392 | $29.0K | 0.00% | +1+0.3% | Added |
| Advisors Asset Management, Inc. | 372 | $27.2K | 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 |
| AdvisorNet Financial, Inc | 317 | $23.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 285 | $21.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 291 | $21.0K | 0.00% | +291 | New |
| TCI Wealth Advisors, Inc. | 279 | $20.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 250 | $20.0K | 0.00% | +7+2.9% | Added |
| American Portfolios Advisors | 250 | $18.3K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 230 | $17.0K | 0.00% | −73−24.1% | Reduced |
| 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 |
| 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 |