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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 168 | $8.00K | 0.01% | −1,140−87.2% | Reduced |
| Clear Street Markets LLC | 167 | $8.00K | 0.00% | +167 | New |
| CoreCap Advisors, LLC | 193 | $8.71K | 0.00% | +193 | New |
| Sittner & Nelson, LLC | 196 | $8.82K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 206 | $9.27K | 0.00% | −284−58.0% | Reduced |
| Farther Finance Advisors, LLC | 210 | $9.45K | 0.00% | +210 | New |
| Quent Capital, LLC | 211 | $9.50K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 217 | $9.76K | 0.00% | −2,004−90.2% | Reduced |
| TCI Wealth Advisors, Inc. | 233 | $10.5K | 0.00% | −519−69.0% | Reduced |
| Park Place Capital Corp | 240 | $11.0K | 0.00% | +240 | New |
| Allworth Financial LP | 249 | $11.2K | 0.00% | +24+10.7% | Added |
| HM Payson & Co | 260 | $11.7K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $13.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 334 | $15.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 324 | $15.9K | 0.01% | +324 | New |
| Zullo Investment Group, Inc. | 404 | $18.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 407 | $18.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 413 | $18.6K | 0.00% | −8−1.9% | Reduced |
| Stonebridge Capital Advisors LLC | 417 | $18.8K | 0.00% | +417 | New |
| Key Financial Inc | 463 | $18.8K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 443 | $19.9K | 0.00% | −28−5.9% | Reduced |
| Red Cedar Capital, LLC | 527 | $24.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 540 | $24.3K | 0.00% | +540 | New |
| AdvisorNet Financial, Inc | 590 | $26.5K | 0.00% | +240+68.6% | Added |
| Central Trust Co | 630 | $28.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 671 | $30.0K | 0.00% | +8+1.2% | Added |
| Huntington National Bank | 701 | $31.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 887 | $39.9K | 0.00% | −378−29.9% | Reduced |
| Investors Research Corp | 1,000 | $45.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,052 | $47.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,074 | $48.3K | 0.00% | −87−7.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,170 | $52.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,130 | $53.0K | 0.00% | −97−7.9% | Reduced |
| Anchor Investment Management, LLC | 1,380 | $62.1K | 0.01% | −100−6.8% | Reduced |
| DuPont Capital Management Corp | 1,431 | $64.4K | 0.00% | −138−8.8% | Reduced |
| Quadrant Capital Group LLC | 1,435 | $64.5K | 0.01% | +38+2.7% | Added |
| Lazard Asset Management LLC | 1,978 | $88.0K | 0.00% | −899−31.2% | Reduced |
| CWM, LLC | 2,042 | $92.0K | 0.00% | +420+25.9% | Added |
| Mendota Financial Group, LLC | 2,210 | $99.4K | 0.13% | +2,210 | New |
| Affiance Financial, LLC | 2,351 | $105.7K | 0.04% | +2,351 | New |
| Ci Investments Inc. | 2,506 | $113.0K | 0.00% | +708+39.4% | Added |
| Bank of New Hampshire | 2,540 | $114.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,719 | $122.3K | 0.00% | −874−24.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,180 | $143.0K | 0.01% | +388+13.9% | Added |
| Picton Mahoney Asset Management | 3,296 | $149.0K | 0.01% | +3,296 | New |
| Tower Research Capital LLC (TRC) | 3,503 | $157.0K | 0.01% | −5,394−60.6% | Reduced |
| Sit Investment Associates Inc | 3,575 | $161.0K | 0.00% | +3,575 | New |
| Advisory Services Network, LLC | 4,415 | $198.6K | 0.01% | +4,415 | New |
| Meeder Asset Management Inc | 4,462 | $200.7K | 0.02% | −224−4.8% | Reduced |
| Bradley Foster & Sargent Inc | 4,495 | $202.2K | 0.01% | +4,495 | New |
| Pflug Koory, LLC | 4,519 | $203.0K | 0.11% | −50−1.1% | Reduced |
| Cerity Partners LLC | 4,531 | $203.0K | 0.00% | +4,531 | New |
| Gsa Capital Partners LLP | 4,627 | $208.0K | 0.03% | +4,627 | New |
| Stanley-Laman Group, Ltd. | 4,694 | $211.1K | 0.04% | +4,694 | New |
| Marshall Wace, LLP | 4,700 | $211.4K | 0.00% | +4,700 | New |
| Lumature Wealth Partners, LLC | 4,701 | $211.5K | 0.12% | −310−6.2% | Reduced |
| National Bank of Canada | 4,797 | $215.8K | 0.00% | −36,520−88.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 4,831 | $217.3K | 0.00% | −20,223−80.7% | Reduced |
| Bridgefront Capital, LLC | 4,837 | $217.6K | 0.15% | +4,837 | New |
| Capula Management Ltd | 4,840 | $217.7K | 0.02% | +4,840 | New |
| Alan B. Lancz & Associates, Inc. | 4,342 | $219.4K | 0.22% | 00.0% | Unchanged |
| High Note Wealth, LLC | 4,899 | $220.4K | 0.09% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,948 | $222.6K | 0.01% | +4,948 | New |
| Shakespeare Wealth Management, Inc. | 4,976 | $223.8K | 0.08% | 00.0% | Unchanged |
| Davis R M Inc | 5,001 | $225.0K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 5,009 | $225.3K | 0.00% | +5,009 | New |
| Stephens Inc | 5,066 | $227.9K | 0.00% | −6,748−57.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,090 | $228.9K | 0.02% | +5,090 | New |
| Morningstar Investment Services LLC | 5,119 | $236.0K | 0.00% | −268−5.0% | Reduced |
| Pacer Advisors, Inc. | 5,314 | $239.0K | 0.00% | +4,978+1,481.5% | Added |
| Northwestern Mutual Wealth Management Co | 5,496 | $247.2K | 0.00% | +311+6.0% | Added |
| American Century Companies Inc | 5,558 | $250.0K | 0.00% | +5,558 | New |
| GWM Advisors LLC | 7,489 | $252.4K | 0.01% | +7,489 | New |
| Tokio Marine Asset Management Co Ltd | 5,629 | $253.2K | 0.02% | +5,629 | New |
| Annex Advisory Services, LLC | 5,678 | $255.4K | 0.01% | +19+0.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,894 | $265.0K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 5,905 | $266.0K | 0.01% | +1,037+21.3% | Added |
| RBF Capital, LLC | 6,000 | $270.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,164 | $277.3K | 0.02% | −283−4.4% | Reduced |
| Vestcor Inc | 6,220 | $280.0K | 0.01% | −2,980−32.4% | Reduced |
| Brinker Capital Investments, LLC | 6,243 | $280.8K | 0.01% | +219+3.6% | Added |
| SeaCrest Wealth Management, LLC | 6,252 | $281.2K | 0.04% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 6,265 | $281.8K | 0.07% | +144+2.4% | Added |
| Main Street Financial Solutions, LLC | 6,314 | $284.0K | 0.04% | +811+14.7% | Added |
| Diametric Capital, LP | 6,361 | $286.1K | 0.14% | +6,361 | New |
| Cetera Investment Advisers | 6,363 | $286.2K | 0.00% | +6,363 | New |
| Seven Eight Capital, LP | 6,416 | $288.6K | 0.08% | +6,416 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 6,612 | $297.4K | 0.00% | +6,612 | New |
| Armstrong Shaw Associates Inc | 6,767 | $304.4K | 0.30% | −229−3.3% | Reduced |
| Financial & Tax Architects, LLC | 6,272 | $308.3K | 0.11% | +6,272 | New |
| Cullinan Associates Inc | 6,874 | $309.0K | 0.02% | +6,874 | New |
| Bank of Hawaii | 7,046 | $316.9K | 0.02% | −252−3.5% | Reduced |
| Toroso Investments, LLC | 7,429 | $334.0K | 0.01% | −17−0.2% | Reduced |
| Stevens Capital Management LP | 7,482 | $337.0K | 0.21% | +7,482 | New |
| Walleye Trading LLC | 7,601 | $341.9K | 0.01% | +7,601 | New |
| New Mexico Educational Retirement Board | 7,814 | $351.0K | 0.02% | −600−7.1% | Reduced |
| Marco Investment Management LLC | 7,950 | $357.6K | 0.04% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 7,996 | $359.7K | 0.02% | −895−10.1% | Reduced |
| HighTower Advisors, LLC | 8,106 | $361.0K | 0.00% | −12,712−61.1% | Reduced |