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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, Q2 2022

Institutional positions in PENTAIR plc as of Jun 30, 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
515
−34 vs. Q1 2022
Shares held
143.6M
−5.44M (−3.7%) vs. Q1 2022
Total value
$6.57B
−$1.41B (−17.7%) vs. Q1 2022
New holders
49
194 more added
Sold out
83
176 more reduced

9 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 515 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 heldQ2 2022: $6.57B
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, Q2 2022

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q1 2022.

Institutions holding PNR in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
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
Ci Investments Inc.9$00.00%00.0%Unchanged
North Star Investment Management Corp.5$00.00%00.0%Unchanged
Hudock, Inc.8$00.00%00.0%Unchanged
Focused Wealth Management, Inc7$00.00%00.0%Unchanged
USA Financial Portformulas Corp7$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
Kelly Lawrence W & Associates Inc5$00.00%+5New
ACG Wealth2$00.00%+2New
MV Capital Management, Inc.9$00.00%+9New
Steward Financial Group LLC21$00.00%+21New
Oliver Lagore Vanvalin Investment Group10$00.00%+10New
Coston, McIsaac & Partners2$00.00%+2New
Kelly Financial Services LLC1$460.00%00.0%Unchanged
Eagle Bay Advisors LLC16$7320.00%+16New
CVA Family Office, LLC11$1.00K0.00%−225−95.3%Reduced
Ellevest, Inc.17$1.00K0.00%−174−91.1%Reduced
Carolinas Wealth Consulting LLC28$1.00K0.00%−88−75.9%Reduced
SOA Wealth Advisors, LLC.42$1.00K0.00%−51−54.8%Reduced
Gradient Investments LLC31$1.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.30$1.00K0.00%00.0%Unchanged
Hexagon Capital Partners LLC29$1.00K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC12$1.00K0.00%00.0%Unchanged
Albion Financial Group15$1.00K0.00%00.0%Unchanged
West Bancorporation Inc24$1.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.11$1.00K0.00%00.0%Unchanged
MCF Advisors LLC14$1.00K0.00%00.0%Unchanged
Capital Analysts, LLC18$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
Clearstead Advisors, LLC26$1.00K0.00%+26New
Ronald Blue Trust, Inc.16$1.00K0.00%+16New
West Paces Advisors Inc.27$1.24K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.28$1.28K0.00%−20−41.7%Reduced
PFS Partners, LLC33$1.53K0.00%00.0%Unchanged
Financial Perspectives, Inc36$1.65K0.00%00.0%Unchanged
Raffa Wealth Management, LLC37$1.72K0.00%00.0%Unchanged
Estabrook Capital Management40$1.83K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA47$2.00K0.00%00.0%Unchanged
Whittier Trust Co43$2.00K0.00%+4+10.3%Added
Assetmark, Inc37$2.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.46$2.00K0.00%00.0%Unchanged
Vectors Research Management, LLC35$2.00K0.00%+5+16.7%Added
Charter Oak Capital Management, LLC43$2.00K0.00%00.0%Unchanged
Disciplined Investments, LLC35$2.00K0.00%+6+20.7%Added
KB Financial Partners, LLC41$2.00K0.00%00.0%Unchanged
Schubert & Co46$2.00K0.00%+29+170.6%Added
GW&K Investment Management, LLC54$2.00K0.00%+48+800.0%Added
Vigilant Capital Management, LLC51$2.00K0.00%+51New
Capital Advisors, Ltd. LLC34$2.00K0.00%+34New
JJJ Advisors Inc.34$2.00K0.00%+34New
Glen Eagle Advisors, LLC48$2.20K0.00%+6+14.3%Added
Exane Derivatives51$2.33K0.00%−2,666−98.1%Reduced
Prestige Wealth Management Group LLC71$3.00K0.00%−30−29.7%Reduced
Versant Capital Management, Inc71$3.00K0.00%−5−6.6%Reduced
Annapolis Financial Services, LLC67$3.00K0.00%00.0%Unchanged
Seldon Capital LP76$3.00K0.00%00.0%Unchanged
AllSquare Wealth Management LLC56$3.00K0.00%00.0%Unchanged
Allworth Financial LP60$3.00K0.00%+16+36.4%Added
Massmutual Trust Co FSB66$3.00K0.00%+53+407.7%Added
Proequities, Inc.69$3.00K0.00%+69New
Crewe Advisors LLC60$3.00K0.00%+60New
Bell Investment Advisors, Inc55$3.00K0.00%+55New
Glassman Wealth Services95$4.00K0.00%−16−14.4%Reduced
Harbor Investment Advisory, LLC91$4.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC92$4.00K0.00%00.0%Unchanged
Earnest Partners LLC77$4.00K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC77$4.00K0.00%00.0%Unchanged
Prospera Financial Services Inc101$5.00K0.00%−210−67.5%Reduced
Blue Bell Private Wealth Management, LLC105$5.00K0.00%−17−13.9%Reduced
Farmers & Merchants Investments Inc111$5.00K0.00%00.0%Unchanged
Private Capital Group, LLC109$5.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC111$5.00K0.00%+44+65.7%Added
Loomis Sayles & Co L P107$5.00K0.00%+107New
Graves-Light Private Wealth Management, Inc.123$6.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC120$6.00K0.00%+4+3.4%Added
Evoke Wealth, LLC140$6.00K0.00%+46+48.9%Added
Brown Brothers Harriman & Co157$7.00K0.00%−1,880−92.3%Reduced
GHP Investment Advisors, Inc.158$7.00K0.00%−29−15.5%Reduced
High Net Worth Advisory Group LLC150$7.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC160$7.00K0.00%+99+162.3%Added
Smithfield Trust Co164$8.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC174$8.00K0.00%+95+120.3%Added
Proffitt & Goodson Inc205$9.00K0.00%00.0%Unchanged
Sittner & Nelson, LLC196$9.00K0.01%00.0%Unchanged
Trust Co of Vermont200$9.00K0.00%+200New
Itau Unibanco Holding S.A.224$10.0K0.00%−6−2.6%Reduced
Quent Capital, LLC211$10.0K0.00%+1+0.5%Added
Private Trust Co NA225$10.0K0.00%+225New