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, Q1 2022
Institutional positions in PENTAIR plc as of Mar 31, 2022. 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
- 558
- −36 vs. Q4 2021
- Shares held
- 150.0M
- +3.89M (+2.7%) vs. Q4 2021
- Total value
- $8.04B
- −$2.60B (−24.4%) vs. Q4 2021
- New holders
- 61
- 200 more added
- Sold out
- 97
- 179 more reduced
10 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Focused Wealth Management, Inc | 7 | $0 | 0.00% | −1,800−99.6% | Reduced |
| Ci Investments Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 2 | $0 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 6 | $0 | 0.00% | +6 | New |
| GoalVest Advisory LLC | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| TCWP LLC | 4 | $0 | 0.00% | +4 | New |
| Kelly Financial Services LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 18 | $1.00K | 0.00% | −110−85.9% | Reduced |
| Massmutual Trust Co FSB | 13 | $1.00K | 0.00% | −76−85.4% | Reduced |
| West Bancorporation Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ninety One UK Ltd | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 18 | $1.00K | 0.00% | −9−33.3% | Reduced |
| Sierra Capital LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 17 | $1.00K | 0.00% | −10−37.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 27 | $1.46K | 0.00% | +4+17.4% | Added |
| PFS Partners, LLC | 33 | $1.80K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 36 | $1.95K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 46 | $2.00K | 0.00% | −164−78.1% | Reduced |
| Assetmark, Inc | 37 | $2.00K | 0.00% | −76−67.3% | Reduced |
| McClarren Financial Advisors, Inc. | 49 | $2.00K | 0.00% | −1−2.0% | Reduced |
| Whittier Trust Co | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 44 | $2.00K | 0.00% | +6+15.8% | Added |
| Heritage Wealth Advisors | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Disciplined Investments, LLC | 29 | $2.00K | 0.00% | +29 | New |
| Cordant, Inc. | 42 | $2.00K | 0.00% | +42 | New |
| Raffa Wealth Management, LLC | 37 | $2.03K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $2.17K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 42 | $2.28K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 48 | $2.60K | 0.00% | +20+71.4% | Added |
| Logan Capital Management Inc | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 61 | $3.00K | 0.00% | +20+48.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 53 | $3.00K | 0.00% | +53 | New |
| Earnest Partners LLC | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 76 | $4.00K | 0.00% | +5+7.0% | Added |
| Annapolis Financial Services, LLC | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 67 | $4.00K | 0.00% | +20+42.6% | Added |
| Clear Street Markets LLC | 68 | $4.00K | 0.00% | +68 | New |
| Tarbox Family Office, Inc. | 88 | $5.00K | 0.00% | −197−69.1% | Reduced |
| Harbor Investment Advisory, LLC | 91 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 92 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 94 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 93 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 101 | $5.00K | 0.00% | +34+50.7% | Added |
| Lenox Wealth Advisors, LLC | 85 | $5.00K | 0.00% | +53+165.6% | Added |
| EverSource Wealth Advisors, LLC | 79 | $5.00K | 0.00% | +50+172.4% | Added |
| Reitz Capital Advisors LLC | 100 | $5.00K | 0.00% | +100 | New |
| Farmers & Merchants Investments Inc | 111 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 109 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 116 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 111 | $6.00K | 0.00% | +111 | New |
| Global Retirement Partners, LLC | 116 | $6.00K | 0.00% | +116 | New |
| Blue Bell Private Wealth Management, LLC | 122 | $7.00K | 0.00% | −2−1.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 123 | $7.00K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 94 | $7.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 164 | $8.00K | 0.00% | −1,318−88.9% | Reduced |
| Spire Wealth Management | 139 | $8.00K | 0.00% | −184−57.0% | Reduced |
| High Net Worth Advisory Group LLC | 150 | $8.00K | 0.00% | −51−25.4% | Reduced |
| Ellevest, Inc. | 191 | $10.0K | 0.00% | −135−41.4% | Reduced |
| GHP Investment Advisors, Inc. | 187 | $10.0K | 0.00% | +187 | New |
| Quent Capital, LLC | 210 | $11.0K | 0.00% | −287−57.7% | Reduced |
| Proffitt & Goodson Inc | 205 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 196 | $11.0K | 0.01% | 00.0% | Unchanged |