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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HM Payson & Co | 260 | $14.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 287 | $15.9K | 0.00% | +38+15.3% | Added |
| EverSource Wealth Advisors, LLC | 295 | $16.3K | 0.00% | +184+165.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $16.6K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 309 | $17.0K | 0.00% | +309 | New |
| New England Capital Financial Advisors LLC | 324 | $17.9K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 323 | $18.0K | 0.00% | +156+93.4% | Added |
| Umb Bank N A | 326 | $18.0K | 0.00% | −8−2.4% | Reduced |
| Stonebridge Capital Advisors LLC | 400 | $22.1K | 0.00% | −17−4.1% | Reduced |
| Washington Trust Co | 407 | $22.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 431 | $23.8K | 0.00% | +261+153.5% | Added |
| TD Private Client Wealth LLC | 442 | $24.4K | 0.00% | −1−0.2% | Reduced |
| Key Financial Inc | 463 | $25.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 468 | $25.9K | 0.00% | +55+13.3% | Added |
| Cascade Investment Advisors, Inc. | 500 | $27.6K | 0.02% | +500 | New |
| AdvisorNet Financial, Inc | 590 | $32.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 618 | $34.2K | 0.01% | +618 | New |
| Central Trust Co | 630 | $34.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 653 | $36.0K | 0.00% | −18−2.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 677 | $37.4K | 0.00% | +677 | New |
| Huntington National Bank | 717 | $39.6K | 0.00% | +16+2.3% | Added |
| Caisse de Depot Et Placement du Quebec | 887 | $49.0K | 0.00% | +887 | New |
| Signaturefd, LLC | 919 | $50.8K | 0.00% | +32+3.6% | Added |
| Investors Research Corp | 1,000 | $55.3K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,052 | $58.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,120 | $62.0K | 0.01% | +1,120 | New |
| Whittier Trust Co of Nevada Inc | 1,170 | $64.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,187 | $65.6K | 0.00% | +113+10.5% | Added |
| Anchor Investment Management, LLC | 1,345 | $74.3K | 0.01% | −35−2.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,393 | $77.0K | 0.00% | +1,393 | New |
| Quadrant Capital Group LLC | 1,602 | $88.5K | 0.01% | +167+11.6% | Added |
| Lazard Asset Management LLC | 1,824 | $100.0K | 0.00% | −154−7.8% | Reduced |
| Belpointe Asset Management LLC | 1,882 | $104.0K | 0.01% | +1,342+248.5% | Added |
| Desjardins Global Asset Management Inc. | 1,940 | $107.0K | 0.01% | +1,940 | New |
| Tower Research Capital LLC (TRC) | 2,050 | $113.0K | 0.00% | −1,453−41.5% | Reduced |
| ING Groep NV | 2,253 | $124.5K | 0.00% | +2,253 | New |
| Natixis Investment Managers International | 2,325 | $128.5K | 0.01% | +2,325 | New |
| CWM, LLC | 2,382 | $132.0K | 0.00% | +340+16.7% | Added |
| Bank of New Hampshire | 2,540 | $140.4K | 0.04% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,679 | $148.1K | 0.00% | +2,679 | New |
| Ci Investments Inc. | 2,914 | $161.0K | 0.00% | +408+16.3% | Added |
| Fifth Third Bancorp | 3,012 | $166.5K | 0.00% | +293+10.8% | Added |
| Sit Investment Associates Inc | 3,125 | $173.0K | 0.00% | −450−12.6% | Reduced |
| Horizon Investments, LLC | 3,173 | $175.4K | 0.01% | +3,173 | New |
| Global Retirement Partners, LLC | 3,219 | $185.6K | 0.01% | +3,100+2,605.0% | Added |
| Acadian Asset Management LLC | 3,464 | $190.0K | 0.00% | +3,464 | New |
| Vantage Consulting Group Inc | 3,630 | $200.6K | 0.11% | +3,630 | New |
| Syntax Advisors, LLC | 3,630 | $200.6K | 0.15% | +3,630 | New |
| BSW Wealth Partners | 3,640 | $201.2K | 0.04% | +3,640 | New |
| OneAscent Wealth Management LLC | 3,649 | $202.0K | 0.08% | +3,649 | New |
| Bank of Nova Scotia | 3,721 | $205.7K | 0.00% | +3,721 | New |
| Ieq Capital, LLC | 3,765 | $208.1K | 0.00% | +3,765 | New |
| Commerce Bank | 3,917 | $216.5K | 0.00% | +3,917 | New |
| First Affirmative Financial Network | 3,953 | $218.5K | 0.25% | +3,953 | New |
| Advisor Partners II, LLC | 3,954 | $218.5K | 0.01% | +3,954 | New |
| Bridgewater Associates, LP | 3,994 | $220.7K | 0.00% | +3,994 | New |
| National Asset Management, Inc. | 3,996 | $220.8K | 0.01% | +3,996 | New |
| Smith Shellnut Wilson LLC | 4,005 | $221.4K | 0.13% | +4,005 | New |
| Values First Advisors, Inc. | 4,066 | $224.7K | 0.14% | +4,066 | New |
| Cetera Advisors LLC | 4,113 | $227.3K | 0.00% | +4,113 | New |
| Whitcomb & Hess, Inc. | 4,193 | $231.7K | 0.09% | +4,193 | New |
| Meridian Investment Counsel Inc. | 4,218 | $233.1K | 0.09% | +4,218 | New |
| Axxcess Wealth Management, LLC | 4,230 | $233.8K | 0.02% | +4,230 | New |
| Meeder Asset Management Inc | 4,290 | $237.1K | 0.02% | −172−3.9% | Reduced |
| Burney Co | 4,301 | $237.7K | 0.01% | −46,096−91.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,317 | $238.6K | 0.02% | −1,312−23.3% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,342 | $240.0K | 0.25% | 00.0% | Unchanged |
| CPR Investments Inc. | 4,357 | $240.8K | 0.23% | +4,357 | New |
| Marble Harbor Investment Counsel, LLC | 4,430 | $244.8K | 0.03% | +4,430 | New |
| Bradley Foster & Sargent Inc | 4,495 | $248.4K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 4,504 | $248.9K | 0.14% | −15−0.3% | Reduced |
| Heron Bay Capital Management | 4,617 | $255.2K | 0.10% | +4,617 | New |
| Copperwynd Financial, LLC | 4,648 | $256.9K | 0.13% | +4,648 | New |
| Prelude Capital Management, LLC | 4,763 | $263.3K | 0.02% | +4,763 | New |
| Toroso Investments, LLC | 4,839 | $267.0K | 0.01% | −2,590−34.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,869 | $269.1K | 0.01% | −79−1.6% | Reduced |
| High Note Wealth, LLC | 4,899 | $270.8K | 0.11% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,927 | $272.0K | 0.01% | −978−16.6% | Reduced |
| Stephens Inc | 4,923 | $272.1K | 0.01% | −143−2.8% | Reduced |
| Lumature Wealth Partners, LLC | 4,935 | $272.8K | 0.15% | +234+5.0% | Added |
| Shakespeare Wealth Management, Inc. | 4,976 | $275.0K | 0.10% | 00.0% | Unchanged |
| Davis R M Inc | 5,001 | $276.0K | 0.01% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 5,090 | $281.3K | 0.03% | 00.0% | Unchanged |
| First Manhattan Co | 5,350 | $295.7K | 0.00% | −9,165−63.1% | Reduced |
| Morningstar Investment Services LLC | 5,551 | $299.0K | 0.00% | +432+8.4% | Added |
| Phoenix Holdings Ltd. | 5,623 | $299.7K | 0.01% | +5,623 | New |
| Financial & Tax Architects, LLC | 5,481 | $302.9K | 0.10% | −791−12.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,581 | $308.5K | 0.00% | +85+1.5% | Added |
| Mackenzie Financial Corp | 5,599 | $309.5K | 0.00% | +5,599 | New |
| Benjamin F. Edwards & Company, Inc. | 5,644 | $312.0K | 0.01% | +2,464+77.5% | Added |
| Annex Advisory Services, LLC | 5,678 | $313.8K | 0.02% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 5,738 | $317.1K | 0.29% | +5,738 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 5,808 | $321.0K | 0.00% | +5,808 | New |
| Advisory Services Network, LLC | 5,821 | $321.7K | 0.01% | +1,406+31.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,853 | $323.0K | 0.03% | −41−0.7% | Reduced |
| RBF Capital, LLC | 6,000 | $331.6K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,064 | $335.2K | 0.02% | −100−1.6% | Reduced |
| Vestcor Inc | 6,220 | $344.0K | 0.01% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 6,256 | $345.8K | 0.05% | −58−0.9% | Reduced |
| GWM Advisors LLC | 6,181 | $349.6K | 0.00% | −1,308−17.5% | Reduced |