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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 230 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 236 | $13.0K | 0.00% | +17+7.8% | Added |
| CVA Family Office, LLC | 236 | $13.0K | 0.00% | +125+112.6% | Added |
| HM Payson & Co | 267 | $14.0K | 0.00% | −364−57.7% | Reduced |
| Atwood & Palmer Inc | 250 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 250 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 276 | $15.0K | 0.00% | −3−1.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 317 | $17.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 311 | $17.0K | 0.00% | +311 | New |
| American Portfolios Advisors | 317 | $17.2K | 0.00% | +67+26.8% | Added |
| Washington Trust Co | 407 | $22.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 427 | $23.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 440 | $24.0K | 0.01% | −39−8.1% | Reduced |
| Key Financial Inc | 463 | $25.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $27.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 496 | $27.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 500 | $27.1K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 531 | $29.0K | 0.00% | −4,096−88.5% | Reduced |
| Red Cedar Capital, LLC | 527 | $29.0K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 549 | $29.8K | 0.00% | −8−1.4% | Reduced |
| TD Private Client Wealth LLC | 577 | $31.3K | 0.00% | +2+0.3% | Added |
| Wolff Wiese Magana LLC | 598 | $32.0K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 600 | $33.0K | 0.02% | +600 | New |
| CFS Investment Advisory Services, LLC | 1,829,316 | $34.0K | 0.15% | +1,795,202+5,262.4% | Added |
| Steward Partners Investment Advisory, LLC | 623 | $34.0K | 0.00% | +231+58.9% | Added |
| Institutional & Family Asset Management, LLC | 649 | $35.0K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 662 | $36.0K | 0.00% | −150−18.5% | Reduced |
| Larson Financial Group LLC | 728 | $39.0K | 0.01% | −86−10.6% | Reduced |
| Quadrant Capital Group LLC | 719 | $39.0K | 0.00% | +19+2.7% | Added |
| Bollard Group LLC | 815 | $44.0K | 0.00% | +3+0.4% | Added |
| Central Trust Co | 838 | $45.0K | 0.00% | −565−40.3% | Reduced |
| Signaturefd, LLC | 825 | $45.0K | 0.00% | +85+11.5% | Added |
| Washington Trust Advisors, Inc. | 848 | $46.0K | 0.00% | −94−10.0% | Reduced |
| Parallel Advisors, LLC | 940 | $53.0K | 0.00% | −2−0.2% | Reduced |
| Huntington National Bank | 1,010 | $54.0K | 0.00% | −100−9.0% | Reduced |
| Investors Research Corp | 1,000 | $54.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,024 | $55.0K | 0.00% | −51−4.7% | Reduced |
| Umb Bank N A | 1,024 | $56.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,257 | $68.0K | 0.02% | −212−14.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,250 | $68.0K | 0.03% | +1,250 | New |
| IndexIQ Advisors LLC | 1,304 | $71.0K | 0.00% | +62+5.0% | Added |
| IFP Advisors, Inc | 1,467 | $72.0K | 0.00% | +1,217+486.8% | Added |
| Whittier Trust Co of Nevada Inc | 1,390 | $75.0K | 0.00% | −330−19.2% | Reduced |
| CWM, LLC | 1,490 | $81.0K | 0.00% | +564+60.9% | Added |
| Anchor Investment Management, LLC | 1,700 | $92.2K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,800 | $98.0K | 0.00% | −10,093−84.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,969 | $106.7K | 0.00% | +594+43.2% | Added |
| Brown Brothers Harriman & Co | 2,037 | $110.0K | 0.00% | −5,183−71.8% | Reduced |
| Van Eck Associates Corp | 2,412 | $131.0K | 0.00% | +396+19.6% | Added |
| Fifth Third Bancorp | 2,451 | $133.0K | 0.00% | +347+16.5% | Added |
| Parkside Financial Bank & Trust | 2,550 | $138.0K | 0.04% | +112+4.6% | Added |
| Bank of New Hampshire | 2,539 | $138.0K | 0.03% | +2,539 | New |
| Benjamin F. Edwards & Company, Inc. | 2,682 | $145.0K | 0.01% | +400+17.5% | Added |
| Exane Derivatives | 2,717 | $147.3K | 0.04% | −402−12.9% | Reduced |
| Capstone Investment Advisors, LLC | 3,662 | $199.0K | 0.00% | +2,971+430.0% | Added |
| Fractal Investments LLC | 3,727 | $202.0K | 0.06% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 3,751 | $203.0K | 0.00% | +3,751 | New |
| Wolverine Trading, LLC | 3,611 | $204.0K | 0.01% | +3,611 | New |
| OneAscent Financial Services LLC | 3,804 | $206.0K | 0.15% | +332+9.6% | Added |
| Cornerstone Wealth Management, LLC | 3,852 | $209.0K | 0.02% | −201−5.0% | Reduced |
| Intrust Bank NA | 3,848 | $209.0K | 0.03% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 3,900 | $211.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 3,925 | $213.0K | 0.09% | +3,925 | New |
| Symmetry Partners, LLC | 3,951 | $214.0K | 0.01% | −6,656−62.8% | Reduced |
| Focus Financial Network, Inc. | 3,974 | $215.5K | 0.02% | +170+4.5% | Added |
| Fukoku Mutual Life Insurance Co | 3,981 | $216.0K | 0.02% | −2,510−38.7% | Reduced |
| Financial Partners Capital Management LLC | 4,000 | $216.8K | 0.04% | 00.0% | Unchanged |
| Bank of Nova Scotia | 4,124 | $224.0K | 0.00% | −32−0.8% | Reduced |
| Stratos Wealth Partners, LTD. | 4,174 | $226.0K | 0.01% | +665+19.0% | Added |
| First Affirmative Financial Network | 4,199 | $228.0K | 0.22% | +78+1.9% | Added |
| Bessemer Group Inc | 4,209 | $228.0K | 0.00% | +1,548+58.2% | Added |
| OneAscent Wealth Management LLC | 4,199 | $228.0K | 0.11% | +4,199 | New |
| Mackenzie Financial Corp | 4,223 | $229.0K | 0.00% | +863+25.7% | Added |
| National Asset Management, Inc. | 4,318 | $235.0K | 0.01% | +85+2.0% | Added |
| Regentatlantic Capital LLC | 4,369 | $237.0K | 0.01% | −35−0.8% | Reduced |
| Bradley Foster & Sargent Inc | 4,405 | $239.0K | 0.01% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 4,403 | $239.0K | 0.09% | 00.0% | Unchanged |
| Commerce Bank | 4,415 | $240.0K | 0.00% | −773−14.9% | Reduced |
| Neo Ivy Capital Management | 4,424 | $240.0K | 0.22% | +370+9.1% | Added |
| Morningstar Investment Services LLC | 4,261 | $241.0K | 0.00% | +278+7.0% | Added |
| Bluestein R H & Co | 4,500 | $244.0K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 4,599 | $249.0K | 0.01% | −231−4.8% | Reduced |
| Federated Hermes, Inc. | 4,577 | $249.0K | 0.00% | +916+25.0% | Added |
| Quantinno Capital Management LP | 4,628 | $251.0K | 0.04% | +9+0.2% | Added |
| Main Street Financial Solutions, LLC | 4,653 | $252.0K | 0.04% | −98−2.1% | Reduced |
| Oak Family Advisors, LLC | 4,689 | $254.0K | 0.13% | 00.0% | Unchanged |
| Pflug Koory, LLC | 4,765 | $258.0K | 0.13% | −100−2.1% | Reduced |
| Banque Cantonale Vaudoise | 4,826 | $261.0K | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 4,884 | $265.0K | 0.02% | +470+10.6% | Added |
| Van Hulzen Asset Management, LLC | 4,940 | $268.0K | 0.03% | −2,379−32.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,942 | $268.0K | 0.24% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,947 | $268.0K | 0.01% | +4,947 | New |
| Northwestern Mutual Wealth Management Co | 4,969 | $269.0K | 0.00% | +138+2.9% | Added |
| Davis R M Inc | 5,015 | $272.0K | 0.01% | −227−4.3% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,976 | $273.0K | 0.10% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 5,041 | $273.0K | 0.01% | +5,041 | New |
| Johnson Financial Group, Inc. | 5,091 | $276.0K | 0.02% | +151+3.1% | Added |
| Machina Capital S.A.S. | 5,100 | $276.0K | 0.61% | +5,100 | New |
| Qtron Investments LLC | 5,150 | $279.0K | 0.06% | 00.0% | Unchanged |