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, Q3 2022
Institutional positions in PENTAIR plc as of Sep 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
- 494
- −15 vs. Q2 2022
- Shares held
- 150.8M
- +7.25M (+5.0%) vs. Q2 2022
- Total value
- $6.13B
- −$435.1M (−6.6%) vs. Q2 2022
- New holders
- 49
- 195 more added
- Sold out
- 64
- 156 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1 | $0 | 0.00% | −4−80.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 5 | $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 |
| Focused Wealth Management, Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7 | $0 | 0.00% | +7 | New |
| Delos Wealth Advisors, LLC | 9 | $0 | 0.00% | +9 | New |
| Kelly Financial Services LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 18 | $773 | 0.00% | +18 | New |
| Disciplined Investments, LLC | 28 | $1.00K | 0.00% | −7−20.0% | Reduced |
| Clearstead Advisors, LLC | 26 | $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 |
| Gradient Investments LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 14 | $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 |
| Coastal Capital Group, Inc. | 29 | $1.00K | 0.00% | −1−3.3% | Reduced |
| Carolinas Wealth Consulting LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 34 | $1.00K | 0.00% | +32+1,600.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 42 | $1.00K | 0.00% | +42 | New |
| SJS Investment Consulting Inc. | 16 | $1.00K | 0.00% | +16 | New |
| EdgeRock Capital LLC | 15 | $1.00K | 0.00% | +15 | New |
| West Paces Advisors Inc. | 27 | $1.10K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 28 | $1.14K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 34 | $1.36K | 0.00% | +1+3.0% | Added |
| Financial Perspectives, Inc | 36 | $1.46K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $1.52K | 0.00% | +1+2.7% | Added |
| Estabrook Capital Management | 40 | $1.63K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 42 | $1.71K | 0.00% | −6−12.5% | Reduced |
| Lindbrook Capital, LLC | 60 | $2.00K | 0.00% | −51−45.9% | Reduced |
| Massmutual Trust Co FSB | 38 | $2.00K | 0.00% | −28−42.4% | Reduced |
| AllSquare Wealth Management LLC | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 45 | $2.00K | 0.00% | +11+32.4% | Added |
| Zions Bancorporation, N.A. | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 48 | $2.00K | 0.00% | +2+4.3% | Added |
| Capital Analysts, LLC | 50 | $2.00K | 0.00% | +32+177.8% | Added |
| Ellevest, Inc. | 56 | $2.00K | 0.00% | +39+229.4% | Added |
| Ronald Blue Trust, Inc. | 31 | $2.00K | 0.00% | +15+93.8% | Added |
| DT Investment Partners, LLC | 44 | $2.00K | 0.00% | +44 | New |
| Heritage Wealth Management, LLC | 53 | $2.00K | 0.00% | +53 | New |
| McClarren Financial Advisors, Inc. | 49 | $2.00K | 0.00% | +49 | New |
| Evoke Wealth, LLC | 72 | $3.00K | 0.00% | −68−48.6% | Reduced |
| Earnest Partners LLC | 77 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 77 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 77 | $3.00K | 0.00% | +6+8.5% | Added |
| Prestige Wealth Management Group LLC | 61 | $3.00K | 0.00% | −10−14.1% | Reduced |
| Seldon Capital LP | 76 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 81 | $3.00K | 0.00% | +72+800.0% | Added |
| EverSource Wealth Advisors, LLC | 93 | $4.00K | 0.00% | −81−46.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 105 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 91 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 92 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 106 | $4.00K | 0.00% | +51+92.7% | Added |
| Boit C F David | 94 | $4.00K | 0.00% | +94 | New |
| Ten Capital Wealth Advisors, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 112 | $5.00K | 0.00% | −45−28.7% | Reduced |
| Farmers & Merchants Investments Inc | 131 | $5.00K | 0.00% | +20+18.0% | Added |
| Crewe Advisors LLC | 130 | $5.00K | 0.00% | +70+116.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 155 | $6.00K | 0.00% | −1,229−88.8% | Reduced |
| Smithfield Trust Co | 164 | $6.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 158 | $6.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 131 | $6.00K | 0.00% | +11+9.2% | Added |
| Sandy Spring Bank | 150 | $6.00K | 0.00% | +150 | New |
| JFS Wealth Advisors, LLC | 160 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 196 | $8.00K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 211 | $9.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 225 | $9.00K | 0.00% | +165+275.0% | Added |
| Private Trust Co NA | 245 | $10.0K | 0.00% | +20+8.9% | Added |
| American Portfolios Advisors | 250 | $10.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 260 | $11.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 275 | $11.0K | 0.01% | +275 | New |
| First Horizon Advisors, Inc. | 320 | $12.0K | 0.00% | −22−6.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 334 | $13.0K | 0.00% | −505−60.2% | Reduced |
| AdvisorNet Financial, Inc | 350 | $14.0K | 0.00% | −5−1.4% | Reduced |
| Pacer Advisors, Inc. | 336 | $14.0K | 0.00% | +73+27.8% | Added |
| Zullo Investment Group, Inc. | 404 | $16.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 421 | $17.0K | 0.00% | −7−1.6% | Reduced |
| Washington Trust Co | 407 | $17.0K | 0.00% | 00.0% | Unchanged |