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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 472 | $21.6K | 0.00% | −105−18.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 428 | $20.0K | 0.00% | −195−31.3% | Reduced |
| Washington Trust Co | 407 | $19.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 404 | $18.0K | 0.01% | −36−8.2% | Reduced |
| AdvisorNet Financial, Inc | 355 | $16.0K | 0.00% | +38+12.0% | Added |
| First Horizon Advisors, Inc. | 342 | $16.0K | 0.00% | +106+44.9% | Added |
| Clear Street Markets LLC | 346 | $16.0K | 0.01% | +278+408.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 287 | $13.0K | 0.00% | +11+4.0% | Added |
| Urban Wealth Management, LLC | 282 | $13.0K | 0.04% | +282 | New |
| Pacer Advisors, Inc. | 263 | $12.0K | 0.00% | −13,691−98.1% | Reduced |
| HM Payson & Co | 260 | $12.0K | 0.00% | −7−2.6% | Reduced |
| American Portfolios Advisors | 250 | $11.4K | 0.00% | −67−21.1% | Reduced |
| Covington Capital Management | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 224 | $10.0K | 0.00% | −6−2.6% | Reduced |
| Quent Capital, LLC | 211 | $10.0K | 0.00% | +1+0.5% | Added |
| Private Trust Co NA | 225 | $10.0K | 0.00% | +225 | New |
| Proffitt & Goodson Inc | 205 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 196 | $9.00K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $9.00K | 0.00% | +200 | New |
| Smithfield Trust Co | 164 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 174 | $8.00K | 0.00% | +95+120.3% | Added |
| Brown Brothers Harriman & Co | 157 | $7.00K | 0.00% | −1,880−92.3% | Reduced |
| GHP Investment Advisors, Inc. | 158 | $7.00K | 0.00% | −29−15.5% | Reduced |
| High Net Worth Advisory Group LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 160 | $7.00K | 0.00% | +99+162.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 123 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 120 | $6.00K | 0.00% | +4+3.4% | Added |
| Evoke Wealth, LLC | 140 | $6.00K | 0.00% | +46+48.9% | Added |
| Prospera Financial Services Inc | 101 | $5.00K | 0.00% | −210−67.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 105 | $5.00K | 0.00% | −17−13.9% | Reduced |
| Farmers & Merchants Investments Inc | 111 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 109 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 111 | $5.00K | 0.00% | +44+65.7% | Added |
| Loomis Sayles & Co L P | 107 | $5.00K | 0.00% | +107 | New |
| Glassman Wealth Services | 95 | $4.00K | 0.00% | −16−14.4% | Reduced |
| Harbor Investment Advisory, LLC | 91 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 92 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 71 | $3.00K | 0.00% | −30−29.7% | Reduced |
| Versant Capital Management, Inc | 71 | $3.00K | 0.00% | −5−6.6% | Reduced |
| Annapolis Financial Services, LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 76 | $3.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 60 | $3.00K | 0.00% | +16+36.4% | Added |
| Massmutual Trust Co FSB | 66 | $3.00K | 0.00% | +53+407.7% | Added |
| Proequities, Inc. | 69 | $3.00K | 0.00% | +69 | New |
| Crewe Advisors LLC | 60 | $3.00K | 0.00% | +60 | New |
| Bell Investment Advisors, Inc | 55 | $3.00K | 0.00% | +55 | New |
| Exane Derivatives | 51 | $2.33K | 0.00% | −2,666−98.1% | Reduced |
| Glen Eagle Advisors, LLC | 48 | $2.20K | 0.00% | +6+14.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 43 | $2.00K | 0.00% | +4+10.3% | Added |
| Assetmark, Inc | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 35 | $2.00K | 0.00% | +5+16.7% | Added |
| Charter Oak Capital Management, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 35 | $2.00K | 0.00% | +6+20.7% | Added |
| KB Financial Partners, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 46 | $2.00K | 0.00% | +29+170.6% | Added |
| GW&K Investment Management, LLC | 54 | $2.00K | 0.00% | +48+800.0% | Added |
| Vigilant Capital Management, LLC | 51 | $2.00K | 0.00% | +51 | New |
| Capital Advisors, Ltd. LLC | 34 | $2.00K | 0.00% | +34 | New |
| JJJ Advisors Inc. | 34 | $2.00K | 0.00% | +34 | New |
| Estabrook Capital Management | 40 | $1.83K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $1.72K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 36 | $1.65K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 33 | $1.53K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 28 | $1.28K | 0.00% | −20−41.7% | Reduced |
| West Paces Advisors Inc. | 27 | $1.24K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 11 | $1.00K | 0.00% | −225−95.3% | Reduced |
| Ellevest, Inc. | 17 | $1.00K | 0.00% | −174−91.1% | Reduced |
| Carolinas Wealth Consulting LLC | 28 | $1.00K | 0.00% | −88−75.9% | Reduced |
| SOA Wealth Advisors, LLC. | 42 | $1.00K | 0.00% | −51−54.8% | Reduced |
| Gradient Investments LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 18 | $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 |
| Clearstead Advisors, LLC | 26 | $1.00K | 0.00% | +26 | New |
| Ronald Blue Trust, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Eagle Bay Advisors LLC | 16 | $732 | 0.00% | +16 | New |
| Kelly Financial Services LLC | 1 | $46 | 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 |
| Ci Investments Inc. | 9 | $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 |