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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, Q1 2023

Institutional positions in PENTAIR plc as of Mar 31, 2023. 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
531
+32 vs. Q4 2022
Shares held
149.9M
−1.01M (−0.7%) vs. Q4 2022
Total value
$8.27B
+$1.47B (+21.7%) vs. Q4 2022
New holders
89
173 more added
Sold out
57
160 more reduced

8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 531 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 heldQ1 2023: $8.27B
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, Q1 2023

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q4 2022.

Institutions holding PNR in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Valley National Advisers Inc1$00.00%00.0%Unchanged
Retirement Group, LLC5$00.00%00.0%Unchanged
Coston, McIsaac & Partners2$00.00%00.0%Unchanged
SkyView Investment Advisors, LLC6$00.00%+6New
Sugarloaf Wealth Management, LLC1$550.00%00.0%Unchanged
Kelly Financial Services LLC1$550.00%00.0%Unchanged
Proequities, Inc.2$1100.00%−55−96.5%Reduced
Tfo-TDC, LLC2$1110.00%+1+100.0%Added
Hollencrest Capital Management2$1110.00%00.0%Unchanged
Cambridge Trust Co2$1110.00%00.0%Unchanged
Abound Wealth Management2$1110.00%+2New
SOA Wealth Advisors, LLC.2$1130.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc5$2760.00%00.0%Unchanged
True Wealth Design, LLC6$3320.00%00.0%Unchanged
Baker Avenue Asset Management, LP7$3870.00%00.0%Unchanged
USA Financial Portformulas Corp7$3870.00%+7New
Focused Wealth Management, Inc7$3960.00%00.0%Unchanged
Robbins Farley LLC8$4430.00%+8New
Delos Wealth Advisors, LLC9$4980.00%00.0%Unchanged
SRS Capital Advisors, Inc.11$6080.00%00.0%Unchanged
North Star Investment Management Corp.12$6630.00%00.0%Unchanged
Clearstead Advisors, LLC12$6640.00%+12New
Private Trust Co NA14$7740.00%−83−85.6%Reduced
MCF Advisors LLC14$7740.00%00.0%Unchanged
Center for Financial Planning, Inc.14$7740.00%00.0%Unchanged
Albion Financial Group15$8300.00%00.0%Unchanged
BDO Wealth Advisors, LLC15$8300.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC16$8840.00%00.0%Unchanged
Eagle Bay Advisors LLC16$8840.00%00.0%Unchanged
CVA Family Office, LLC16$8840.00%+5+45.5%Added
Trifecta Capital Advisors, LLC16$8850.00%00.0%Unchanged
TFC Financial Management17$9440.00%+4+30.8%Added
Tucker Asset Management LLC18$9950.00%00.0%Unchanged
Centerpoint Advisors, LLC13$1.00K0.00%+13New
Laurel Wealth Advisors LLC19$1.05K0.00%00.0%Unchanged
MV Capital Management, Inc.24$1.33K0.00%+2+9.1%Added
Carolinas Wealth Consulting LLC28$1.55K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.28$1.55K0.00%00.0%Unchanged
Coastal Capital Group, Inc.30$1.67K0.00%00.0%Unchanged
Gradient Investments LLC31$1.74K0.00%00.0%Unchanged
PFS Partners, LLC34$1.87K0.00%00.0%Unchanged
Disciplined Investments, LLC34$1.88K0.00%+2+6.3%Added
Zions Bancorporation, N.A.35$1.93K0.00%00.0%Unchanged
Core Alternative Capital35$1.93K0.00%+35New
Financial Perspectives, Inc36$1.99K0.00%00.0%Unchanged
Dividend Assets Capital, LLC50$2.00K0.00%00.0%Unchanged
KB Financial Partners, LLC41$2.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC42$2.00K0.00%00.0%Unchanged
Assetmark, Inc37$2.04K0.00%00.0%Unchanged
SJS Investment Consulting Inc.37$2.04K0.00%+3+8.8%Added
Cape Investment Advisory, Inc.37$2.04K0.00%+37New
Raffa Wealth Management, LLC38$2.08K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC39$2.16K0.00%00.0%Unchanged
Estabrook Capital Management40$2.21K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC42$2.32K0.00%−21−33.3%Reduced
Grove Bank & Trust42$2.32K0.00%+42New
Whittier Trust Co43$2.38K0.00%00.0%Unchanged
Beacon Capital Management, LLC45$2.49K0.00%00.0%Unchanged
DT Investment Partners, LLC44$2.54K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA47$3.00K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC56$3.10K0.00%00.0%Unchanged
AllSquare Wealth Management LLC56$3.10K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC68$3.69K0.00%+68New
Versant Capital Management, Inc70$3.86K0.00%−7−9.1%Reduced
Smithfield Trust Co84$4.00K0.00%00.0%Unchanged
Earnest Partners LLC77$4.26K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC77$4.26K0.00%00.0%Unchanged
Ellevest, Inc.78$4.31K0.00%+46+143.8%Added
Prestige Wealth Management Group LLC80$4.40K0.00%+19+31.1%Added
Schubert & Co80$4.42K0.00%+18+29.0%Added
First Horizon Advisors, Inc.82$4.54K0.00%−34−29.3%Reduced
Brown Brothers Harriman & Co83$4.59K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC91$5.03K0.00%00.0%Unchanged
McIlrath & Eck, LLC92$5.08K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.100$5.53K0.00%+100New
Blue Bell Private Wealth Management, LLC105$5.80K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.124$6.00K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc111$6.13K0.00%−2−1.8%Reduced
South State Corp.125$6.91K0.00%00.0%Unchanged
Steward Financial Group LLC130$7.00K0.00%+95+271.4%Added
Bell Investment Advisors, Inc127$7.02K0.00%+9+7.6%Added
Farmers & Merchants Investments Inc131$7.24K0.00%00.0%Unchanged
Hexagon Capital Partners LLC131$7.24K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.140$7.74K0.00%+140New
JFS Wealth Advisors, LLC144$7.96K0.00%+32+28.6%Added
IFP Advisors, Inc188$8.24K0.00%−942−83.4%Reduced
Sandy Spring Bank150$8.29K0.00%00.0%Unchanged
West Paces Advisors Inc.150$8.29K0.00%+123+455.6%Added
Farther Finance Advisors, LLC151$8.35K0.00%−59−28.1%Reduced
GHP Investment Advisors, Inc.158$8.73K0.00%00.0%Unchanged
Lindbrook Capital, LLC158$8.73K0.00%00.0%Unchanged
Covestor Ltd167$9.00K0.01%−1−0.6%Reduced
Sittner & Nelson, LLC196$10.8K0.01%00.0%Unchanged
Trust Co of Vermont200$11.1K0.00%00.0%Unchanged
Quent Capital, LLC211$11.7K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.217$12.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.233$12.9K0.00%00.0%Unchanged
Parkside Financial Bank & Trust237$13.1K0.00%+31+15.0%Added
Park Place Capital Corp240$13.3K0.00%00.0%Unchanged
Massmutual Trust Co FSB241$13.3K0.00%+162+205.1%Added