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 |
|---|---|---|---|---|---|
| First Republic Investment Management, Inc. | 3,751 | $203.0K | 0.00% | +3,751 | New |
| Fractal Investments LLC | 3,727 | $202.0K | 0.06% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,662 | $199.0K | 0.00% | +2,971+430.0% | Added |
| Exane Derivatives | 2,717 | $147.3K | 0.04% | −402−12.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,682 | $145.0K | 0.01% | +400+17.5% | 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 |
| Fifth Third Bancorp | 2,451 | $133.0K | 0.00% | +347+16.5% | Added |
| Van Eck Associates Corp | 2,412 | $131.0K | 0.00% | +396+19.6% | Added |
| Brown Brothers Harriman & Co | 2,037 | $110.0K | 0.00% | −5,183−71.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,969 | $106.7K | 0.00% | +594+43.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,800 | $98.0K | 0.00% | −10,093−84.9% | Reduced |
| Anchor Investment Management, LLC | 1,700 | $92.2K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,490 | $81.0K | 0.00% | +564+60.9% | Added |
| Whittier Trust Co of Nevada Inc | 1,390 | $75.0K | 0.00% | −330−19.2% | Reduced |
| IFP Advisors, Inc | 1,467 | $72.0K | 0.00% | +1,217+486.8% | Added |
| IndexIQ Advisors LLC | 1,304 | $71.0K | 0.00% | +62+5.0% | Added |
| 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 |
| Umb Bank N A | 1,024 | $56.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,024 | $55.0K | 0.00% | −51−4.7% | 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 |
| Parallel Advisors, LLC | 940 | $53.0K | 0.00% | −2−0.2% | Reduced |
| Washington Trust Advisors, Inc. | 848 | $46.0K | 0.00% | −94−10.0% | Reduced |
| Central Trust Co | 838 | $45.0K | 0.00% | −565−40.3% | Reduced |
| Signaturefd, LLC | 825 | $45.0K | 0.00% | +85+11.5% | Added |
| Bollard Group LLC | 815 | $44.0K | 0.00% | +3+0.4% | Added |
| 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 |
| DuPont Capital Management Corp | 662 | $36.0K | 0.00% | −150−18.5% | Reduced |
| Institutional & Family Asset Management, LLC | 649 | $35.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Field & Main Bank | 600 | $33.0K | 0.02% | +600 | New |
| Wolff Wiese Magana LLC | 598 | $32.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 577 | $31.3K | 0.00% | +2+0.3% | Added |
| Koshinski Asset Management, Inc. | 549 | $29.8K | 0.00% | −8−1.4% | Reduced |
| 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 |
| Cascade Investment Advisors, Inc. | 500 | $27.1K | 0.02% | 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 |
| Key Financial Inc | 463 | $25.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 440 | $24.0K | 0.01% | −39−8.1% | Reduced |
| Gemmer Asset Management LLC | 427 | $23.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 407 | $22.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 317 | $17.2K | 0.00% | +67+26.8% | Added |
| AdvisorNet Financial, Inc | 317 | $17.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 311 | $17.0K | 0.00% | +311 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 276 | $15.0K | 0.00% | −3−1.1% | Reduced |
| 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 |
| 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 |
| Itau Unibanco Holding S.A. | 230 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ellevest, Inc. | 191 | $10.0K | 0.00% | −135−41.4% | Reduced |
| GHP Investment Advisors, Inc. | 187 | $10.0K | 0.00% | +187 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 48 | $2.60K | 0.00% | +20+71.4% | Added |
| Glen Eagle Advisors, LLC | 42 | $2.28K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $2.17K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $2.03K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 46 | $2.00K | 0.00% | −164−78.1% | Reduced |