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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, Q4 2022

Institutional positions in PENTAIR plc as of Dec 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
507
+20 vs. Q3 2022
Shares held
151.0M
+494.6K (+0.3%) vs. Q3 2022
Total value
$6.80B
+$681.8M (+11.1%) vs. Q3 2022
New holders
81
160 more added
Sold out
61
175 more reduced

7 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 507 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 heldQ4 2022: $6.80B
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, Q4 2022

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q3 2022.

Institutions holding PNR in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Cambridge Trust Co2$00.00%−32−94.1%Reduced
Valley National Advisers Inc1$00.00%00.0%Unchanged
Coston, McIsaac & Partners2$00.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.2$00.00%+2New
Retirement Group, LLC5$00.00%+5New
PFG Private Wealth Management, LLC10$00.00%+10New
Kelly Financial Services LLC1$450.00%00.0%Unchanged
Money Concepts Capital Corp1$450.00%+1New
Sugarloaf Wealth Management, LLC1$450.00%00.0%Unchanged
Hollencrest Capital Management2$900.00%+2New
Addison Advisors LLC2$900.00%+2New
SOA Wealth Advisors, LLC.2$920.00%−40−95.2%Reduced
Tfo-TDC, LLC1$1840.00%+1New
Kelly Lawrence W & Associates Inc5$2250.00%00.0%Unchanged
Group One Trading, L.P.6$2700.00%−8,900−99.9%Reduced
Leelyn Smith, LLC12$2700.00%+6+100.0%Added
True Wealth Design, LLC6$2700.00%+6New
Baker Avenue Asset Management, LP7$3150.00%+7New
Focused Wealth Management, Inc7$3210.00%00.0%Unchanged
Delos Wealth Advisors, LLC9$4050.00%00.0%Unchanged
CVA Family Office, LLC11$4950.00%00.0%Unchanged
Comerica Securities,inc.11$4950.00%+11New
SRS Capital Advisors, Inc.11$4950.00%+11New
North Star Investment Management Corp.12$5400.00%+7+140.0%Added
TFC Financial Management13$5880.00%00.0%Unchanged
MCF Advisors LLC14$6300.00%00.0%Unchanged
Center for Financial Planning, Inc.14$6300.00%00.0%Unchanged
Albion Financial Group15$6750.00%00.0%Unchanged
BDO Wealth Advisors, LLC15$6750.00%00.0%Unchanged
Eagle Bay Advisors LLC16$7200.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC16$7200.00%+16New
Trifecta Capital Advisors, LLC16$7200.00%+16New
Tucker Asset Management LLC18$8150.00%00.0%Unchanged
Laurel Wealth Advisors LLC19$8550.00%00.0%Unchanged
MV Capital Management, Inc.22$9900.00%−59−72.8%Reduced
Householder Group Estate & Retirement Specialist, LLC42$1.00K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC12$1.00K0.00%00.0%Unchanged
American National Bank23$1.00K0.00%+23New
Steward Financial Group LLC35$1.00K0.00%+35New
West Paces Advisors Inc.27$1.21K0.00%00.0%Unchanged
Coastal Capital Group, Inc.30$1.22K0.00%+1+3.4%Added
Sutton Wealth Advisors Inc.28$1.26K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC28$1.26K0.00%00.0%Unchanged
Gradient Investments LLC31$1.41K0.00%00.0%Unchanged
Ellevest, Inc.32$1.44K0.00%−24−42.9%Reduced
Disciplined Investments, LLC32$1.44K0.00%+4+14.3%Added
PFS Partners, LLC34$1.51K0.00%00.0%Unchanged
SJS Investment Consulting Inc.34$1.53K0.00%+18+112.5%Added
Zions Bancorporation, N.A.35$1.57K0.00%−11−23.9%Reduced
Financial Perspectives, Inc36$1.62K0.00%00.0%Unchanged
Assetmark, Inc37$1.66K0.00%00.0%Unchanged
Raffa Wealth Management, LLC38$1.69K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC39$1.75K0.00%+39New
Estabrook Capital Management40$1.80K0.00%00.0%Unchanged
Whittier Trust Co43$1.93K0.00%00.0%Unchanged
DT Investment Partners, LLC44$1.98K0.00%00.0%Unchanged
Vigilant Capital Management, LLC51$2.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA47$2.00K0.00%00.0%Unchanged
KB Financial Partners, LLC41$2.00K0.00%00.0%Unchanged
Dividend Assets Capital, LLC50$2.00K0.00%+50New
Beacon Capital Management, LLC45$2.02K0.00%+45New
Trustcore Financial Services, LLC48$2.16K0.00%+48New
Concord Wealth Partners53$2.40K0.00%+53New
AllSquare Wealth Management LLC56$2.52K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC56$2.52K0.00%+56New
Proequities, Inc.57$2.56K0.00%+57New
Crewe Advisors LLC60$2.70K0.00%−70−53.8%Reduced
Prestige Wealth Management Group LLC61$2.72K0.00%00.0%Unchanged
Schubert & Co62$2.79K0.00%+14+29.2%Added
Glen Eagle Advisors, LLC63$2.83K0.00%+21+50.0%Added
Seldon Capital LP76$3.42K0.00%00.0%Unchanged
Earnest Partners LLC77$3.46K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC77$3.46K0.00%00.0%Unchanged
Versant Capital Management, Inc77$3.46K0.00%00.0%Unchanged
Brown Brothers Harriman & Co83$3.73K0.00%−29−25.9%Reduced
Private Trust Co NA97$4.00K0.00%−148−60.4%Reduced
Smithfield Trust Co84$4.00K0.00%−80−48.8%Reduced
Massmutual Trust Co FSB79$4.00K0.00%+41+107.9%Added
Harbor Investment Advisory, LLC91$4.09K0.00%00.0%Unchanged
McIlrath & Eck, LLC92$4.14K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC100$4.50K0.00%00.0%Unchanged
Freedom Wealth Alliance, LLC100$4.50K0.01%+100New
Blue Bell Private Wealth Management, LLC105$4.72K0.00%00.0%Unchanged
Heritage Wealth Management, LLC106$4.77K0.00%+53+100.0%Added
EverSource Wealth Advisors, LLC111$5.00K0.00%+18+19.4%Added
Ronald Blue Trust, Inc.124$5.00K0.00%+93+300.0%Added
JFS Wealth Advisors, LLC112$5.04K0.00%−48−30.0%Reduced
Armstrong Advisory Group, Inc113$5.08K0.00%+113New
First Horizon Advisors, Inc.116$5.22K0.00%−204−63.7%Reduced
Bell Investment Advisors, Inc118$5.31K0.00%+12+11.3%Added
Global Retirement Partners, LLC119$5.37K0.00%−12−9.2%Reduced
South State Corp.125$5.62K0.00%−371−74.8%Reduced
My Personal CFO, LLC126$5.67K0.01%+126New
Farmers & Merchants Investments Inc131$5.89K0.00%00.0%Unchanged
Hexagon Capital Partners LLC131$5.89K0.00%+102+351.7%Added
Sandy Spring Bank150$6.75K0.00%00.0%Unchanged
High Net Worth Advisory Group LLC150$6.75K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.158$7.11K0.00%00.0%Unchanged
Lindbrook Capital, LLC158$7.11K0.00%+98+163.3%Added
Creative Financial Designs Inc170$7.65K0.00%+170New