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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2022: 558 institutions
Q1 2021: 522 institutionsQ2 2021: 525 institutionsQ3 2021: 559 institutionsQ4 2021: 604 institutionsQ1 2022: 558 institutionsQ2 2022: 515 institutionsQ3 2022: 494 institutionsQ4 2022: 507 institutionsQ1 2023: 531 institutionsQ2 2023: 554 institutionsQ3 2023: 585 institutionsQ4 2023: 613 institutionsQ1 2024: 637 institutionsQ2 2024: 640 institutionsQ3 2024: 674 institutionsQ4 2024: 718 institutionsQ1 2025: 728 institutionsQ2 2025: 742 institutionsQ3 2025: 767 institutionsQ4 2025: 787 institutionsQ1 2026: 742 institutionsQ2 2026: 730 institutions
Value heldQ1 2022: $8.04B
Q1 2021: $9.27BQ2 2021: $10.1BQ3 2021: $10.9BQ4 2021: $10.7BQ1 2022: $8.04BQ2 2022: $6.57BQ3 2022: $6.13BQ4 2022: $6.80BQ1 2023: $8.27BQ2 2023: $9.51BQ3 2023: $9.55BQ4 2023: $11.1BQ1 2024: $13.0BQ2 2024: $11.8BQ3 2024: $14.6BQ4 2024: $15.1BQ1 2025: $13.1BQ2 2025: $15.3BQ3 2025: $16.9BQ4 2025: $16.0BQ1 2026: $13.3BQ2 2026: $11.7B
Institutions holding PNR and their total value by quarter
QuarterHoldersValue
Q2 2026730$11.7B
Q1 2026742$13.3B
Q4 2025787$16.0B
Q3 2025767$16.9B
Q2 2025742$15.3B
Q1 2025728$13.1B
Q4 2024718$15.1B
Q3 2024674$14.6B
Q2 2024640$11.8B
Q1 2024637$13.0B
Q4 2023613$11.1B
Q3 2023585$9.55B
Q2 2023554$9.51B
Q1 2023531$8.27B
Q4 2022507$6.80B
Q3 2022494$6.13B
Q2 2022515$6.57B
Q1 2022558$8.04B
Q4 2021604$10.7B
Q3 2021559$10.9B
Q2 2021525$10.1B
Q1 2021522$9.27B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q4 2021.

Institutions holding PNR in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Assetmark, Inc37$2.00K0.00%−76−67.3%Reduced
McClarren Financial Advisors, Inc.49$2.00K0.00%−1−2.0%Reduced
Whittier Trust Co39$2.00K0.00%00.0%Unchanged
Allworth Financial LP44$2.00K0.00%+6+15.8%Added
Heritage Wealth Advisors40$2.00K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC43$2.00K0.00%00.0%Unchanged
KB Financial Partners, LLC41$2.00K0.00%00.0%Unchanged
Gradient Investments LLC31$2.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.30$2.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC29$2.00K0.00%00.0%Unchanged
Vectors Research Management, LLC30$2.00K0.00%+30New
Disciplined Investments, LLC29$2.00K0.00%+29New
Cordant, Inc.42$2.00K0.00%+42New
Financial Perspectives, Inc36$1.95K0.00%00.0%Unchanged
PFS Partners, LLC33$1.80K0.00%00.0%Unchanged
West Paces Advisors Inc.27$1.46K0.00%+4+17.4%Added
Brewin Dolphin Ltd18$1.00K0.00%−110−85.9%Reduced
Massmutual Trust Co FSB13$1.00K0.00%−76−85.4%Reduced
West Bancorporation Inc24$1.00K0.00%00.0%Unchanged
Ninety One UK Ltd24$1.00K0.00%00.0%Unchanged
Capital Analysts, LLC18$1.00K0.00%−9−33.3%Reduced
Sierra Capital LLC23$1.00K0.00%00.0%Unchanged
Schubert & Co17$1.00K0.00%−10−37.0%Reduced
Thompson Siegel & Walmsley LLC12$1.00K0.00%00.0%Unchanged
Albion Financial Group15$1.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.11$1.00K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC18$1.00K0.00%00.0%Unchanged
MCF Advisors LLC14$1.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC12$1.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC15$1.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC19$1.00K0.00%00.0%Unchanged
Center for Financial Planning, Inc.14$1.00K0.00%00.0%Unchanged
Concord Wealth Partners17$1.00K0.00%00.0%Unchanged
TFC Financial Management13$1.00K0.00%00.0%Unchanged
Freedman Financial Associates, Inc.17$1.00K0.00%00.0%Unchanged
FourThought Financial, LLC13$1.00K0.00%00.0%Unchanged
Kelly Financial Services LLC1$540.00%00.0%Unchanged
Focused Wealth Management, Inc7$00.00%−1,800−99.6%Reduced
Ci Investments Inc.9$00.00%00.0%Unchanged
USA Financial Portformulas Corp7$00.00%00.0%Unchanged
Howe & Rusling Inc3$00.00%00.0%Unchanged
Valley National Advisers Inc5$00.00%00.0%Unchanged
Cambridge Trust Co2$00.00%00.0%Unchanged
North Star Investment Management Corp.5$00.00%00.0%Unchanged
Hudock, Inc.8$00.00%00.0%Unchanged
First Bank & Trust3$00.00%00.0%Unchanged
Fieldpoint Private Securities, LLC5$00.00%00.0%Unchanged
Selective Wealth Management, Inc.5$00.00%00.0%Unchanged
Lake Point Wealth Management6$00.00%00.0%Unchanged
Leelyn Smith, LLC6$00.00%00.0%Unchanged
Curi Capital3$00.00%00.0%Unchanged
Covestor Ltd1$00.00%00.0%Unchanged
Fortitude Advisory Group L.L.C.1$00.00%00.0%Unchanged
GW&K Investment Management, LLC6$00.00%+6New
GoalVest Advisory LLC2$00.00%+2New
SJS Investment Consulting Inc.5$00.00%+5New
Dixon Hughes Goodman Wealth Advisors LLC1$00.00%+1New
TCWP LLC4$00.00%+4New
Scout Investments, Inc.0$00.00%−484,692−100.0%Sold out
Premier Fund Managers Ltd0$00.00%−145,000−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−114,399−100.0%Sold out
Castleview Partners, LLC0$00.00%−426,446−100.0%Sold out
ETF Managers Group, LLC0$00.00%−67,567−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−38,216−100.0%Sold out
CIBC World Markets Inc.0$00.00%−30,291−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−25,000−100.0%Sold out
Veracity Capital LLC0$00.00%−20,969−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−18,330−100.0%Sold out
Trexquant Investment LP0$00.00%−16,574−100.0%Sold out
Cookson Peirce & Co Inc0$00.00%−15,155−100.0%Sold out
Quantamental Technologies LLC0$00.00%−12,837−100.0%Sold out
Twin Tree Management, LP0$00.00%−11,799−100.0%Sold out
Keybank National Association0$00.00%−10,992−100.0%Sold out
Prescott Group Capital Management, L.L.C.0$00.00%−11,000−100.0%Sold out
AGF Investments LLC0$00.00%−10,538−100.0%Sold out
Sound Financial Strategies Group, LLC0$00.00%−8,749−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−8,390−100.0%Sold out
Contravisory Investment Management, Inc.0$00.00%−7,361−100.0%Sold out
Meiji Yasuda Life Insurance Co0$00.00%−7,100−100.0%Sold out
GWM Advisors LLC0$00.00%−6,110−100.0%Sold out
Kirr Marbach & Co LLC0$00.00%−5,972−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−5,678−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−5,015−100.0%Sold out
Financial & Tax Architects, LLC0$00.00%−4,935−100.0%Sold out
Agf Investments Inc.0$00.00%−4,488−100.0%Sold out
Dixon Hubard Feinour & Brown Inc0$00.00%−4,066−100.0%Sold out
RFG Advisory, LLC0$00.00%−4,057−100.0%Sold out
Wealthfront Advisers LLC0$00.00%−3,972−100.0%Sold out
Man Group plc0$00.00%−3,900−100.0%Sold out
Cigna Investments Inc0$00.00%−3,884−100.0%Sold out
Berkshire Asset Management LLC0$00.00%−3,787−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−3,753−100.0%Sold out
Redpoint Investment Management Pty Ltd0$00.00%−3,596−100.0%Sold out
Avidian Wealth Solutions, LLC0$00.00%−3,584−100.0%Sold out
Csenge Advisory Group0$00.00%−3,819−100.0%Sold out
Ballentine Partners, LLC0$00.00%−3,462−100.0%Sold out
Cubic Asset Management, LLC0$00.00%−3,335−100.0%Sold out
Cetera Investment Advisers0$00.00%−3,339−100.0%Sold out
Change Path, LLC0$00.00%−3,285−100.0%Sold out
M&G Investment Management Ltd0$00.00%−3,234−100.0%Sold out