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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
Larson Financial Group LLC9,131$504.7K0.05%−102−1.1%Reduced
Allspring Global Investments Holdings, LLC9,122$504.2K0.00%−309−3.3%Reduced
Brasada Capital Management, LP9,000$497.4K0.11%+9,000New
Csenge Advisory Group8,951$494.7K0.04%+8,951New
Mercer Global Advisors Inc8,947$494.0K0.00%−1,501−14.4%Reduced
Great Lakes Advisors, LLC8,804$486.6K0.00%+808+10.1%Added
Siemens Fonds Invest GmbH8,776$485.1K0.05%−17−0.2%Reduced
Cetera Investment Advisers8,751$483.6K0.00%+2,388+37.5%Added
Crossmark Global Holdings, Inc.8,692$480.0K0.01%−121−1.4%Reduced
Quantinno Capital Management LP8,596$475.0K0.03%−15−0.2%Reduced
Mirova8,591$474.8K0.07%+8,591New
Truist Financial Corp8,387$463.6K0.00%−12,550−59.9%Reduced
Somerset Trust Co8,373$462.8K0.20%−742−8.1%Reduced
CIBC World Markets Corp8,318$459.7K0.01%−11,021−57.0%Reduced
HighTower Advisors, LLC8,049$443.0K0.00%−57−0.7%Reduced
Marco Investment Management LLC7,950$439.4K0.05%00.0%Unchanged
Vident Investment Advisory, LLC7,941$438.9K0.01%−412−4.9%Reduced
Dorsey & Whitney Trust CO LLC7,914$437.4K0.04%−1,015−11.4%Reduced
New Mexico Educational Retirement Board7,614$421.0K0.02%−200−2.6%Reduced
Azimuth Capital Investment Management LLC7,440$411.2K0.02%−1,000−11.8%Reduced
Metropolitan Life Insurance Co7,357$406.6K0.02%−2,155−22.7%Reduced
SeaCrest Wealth Management, LLC6,962$384.8K0.05%+710+11.4%Added
Campbell & CO Investment Adviser LLC6,879$380.2K0.07%+6,879New
Armstrong Shaw Associates Inc6,767$374.0K0.37%00.0%Unchanged
Inspire Advisors, LLC6,681$369.3K0.08%+416+6.6%Added
Cornerstone Wealth Management, LLC6,645$367.3K0.04%+6,645New
Magnetar Financial LLC6,459$357.0K0.01%−50,085−88.6%Reduced
Brinker Capital Investments, LLC6,457$356.9K0.00%+214+3.4%Added
Orion Portfolio Solutions, LLC6,457$356.9K0.00%+6,457New
American Century Companies Inc6,550$351.6K0.00%+992+17.8%Added
GWM Advisors LLC6,181$349.6K0.00%−1,308−17.5%Reduced
Main Street Financial Solutions, LLC6,256$345.8K0.05%−58−0.9%Reduced
Vestcor Inc6,220$344.0K0.01%00.0%Unchanged
Harbour Investments, Inc.6,064$335.2K0.02%−100−1.6%Reduced
RBF Capital, LLC6,000$331.6K0.02%00.0%Unchanged
Kentucky Retirement Systems Insurance Trust Fund5,853$323.0K0.03%−41−0.7%Reduced
Advisory Services Network, LLC5,821$321.7K0.01%+1,406+31.8%Added
Bank Julius Baer & Co. Ltd, Zurich5,808$321.0K0.00%+5,808New
Revisor Wealth Management LLC5,738$317.1K0.29%+5,738New
Annex Advisory Services, LLC5,678$313.8K0.02%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.5,644$312.0K0.01%+2,464+77.5%Added
Mackenzie Financial Corp5,599$309.5K0.00%+5,599New
Northwestern Mutual Wealth Management Co5,581$308.5K0.00%+85+1.5%Added
Financial & Tax Architects, LLC5,481$302.9K0.10%−791−12.6%Reduced
Phoenix Holdings Ltd.5,623$299.7K0.01%+5,623New
Morningstar Investment Services LLC5,551$299.0K0.00%+432+8.4%Added
First Manhattan Co5,350$295.7K0.00%−9,165−63.1%Reduced
Fukoku Mutual Life Insurance Co5,090$281.3K0.03%00.0%Unchanged
Davis R M Inc5,001$276.0K0.01%00.0%Unchanged
Shakespeare Wealth Management, Inc.4,976$275.0K0.10%00.0%Unchanged
Lumature Wealth Partners, LLC4,935$272.8K0.15%+234+5.0%Added
Stephens Inc4,923$272.1K0.01%−143−2.8%Reduced
Banque Cantonale Vaudoise4,927$272.0K0.01%−978−16.6%Reduced
High Note Wealth, LLC4,899$270.8K0.11%00.0%Unchanged
Prime Capital Investment Advisors, LLC4,869$269.1K0.01%−79−1.6%Reduced
Toroso Investments, LLC4,839$267.0K0.01%−2,590−34.9%Reduced
Prelude Capital Management, LLC4,763$263.3K0.02%+4,763New
Copperwynd Financial, LLC4,648$256.9K0.13%+4,648New
Heron Bay Capital Management4,617$255.2K0.10%+4,617New
Pflug Koory, LLC4,504$248.9K0.14%−15−0.3%Reduced
Bradley Foster & Sargent Inc4,495$248.4K0.01%00.0%Unchanged
Marble Harbor Investment Counsel, LLC4,430$244.8K0.03%+4,430New
CPR Investments Inc.4,357$240.8K0.23%+4,357New
Alan B. Lancz & Associates, Inc.4,342$240.0K0.25%00.0%Unchanged
Tokio Marine Asset Management Co Ltd4,317$238.6K0.02%−1,312−23.3%Reduced
Burney Co4,301$237.7K0.01%−46,096−91.5%Reduced
Meeder Asset Management Inc4,290$237.1K0.02%−172−3.9%Reduced
Axxcess Wealth Management, LLC4,230$233.8K0.02%+4,230New
Meridian Investment Counsel Inc.4,218$233.1K0.09%+4,218New
Whitcomb & Hess, Inc.4,193$231.7K0.09%+4,193New
Cetera Advisors LLC4,113$227.3K0.00%+4,113New
Values First Advisors, Inc.4,066$224.7K0.14%+4,066New
Smith Shellnut Wilson LLC4,005$221.4K0.13%+4,005New
National Asset Management, Inc.3,996$220.8K0.01%+3,996New
Bridgewater Associates, LP3,994$220.7K0.00%+3,994New
Advisor Partners II, LLC3,954$218.5K0.01%+3,954New
First Affirmative Financial Network3,953$218.5K0.25%+3,953New
Commerce Bank3,917$216.5K0.00%+3,917New
Ieq Capital, LLC3,765$208.1K0.00%+3,765New
Bank of Nova Scotia3,721$205.7K0.00%+3,721New
OneAscent Wealth Management LLC3,649$202.0K0.08%+3,649New
BSW Wealth Partners3,640$201.2K0.04%+3,640New
Vantage Consulting Group Inc3,630$200.6K0.11%+3,630New
Syntax Advisors, LLC3,630$200.6K0.15%+3,630New
Acadian Asset Management LLC3,464$190.0K0.00%+3,464New
Global Retirement Partners, LLC3,219$185.6K0.01%+3,100+2,605.0%Added
Horizon Investments, LLC3,173$175.4K0.01%+3,173New
Sit Investment Associates Inc3,125$173.0K0.00%−450−12.6%Reduced
Fifth Third Bancorp3,012$166.5K0.00%+293+10.8%Added
Ci Investments Inc.2,914$161.0K0.00%+408+16.3%Added
Capstone Investment Advisors, LLC2,679$148.1K0.00%+2,679New
Bank of New Hampshire2,540$140.4K0.04%00.0%Unchanged
CWM, LLC2,382$132.0K0.00%+340+16.7%Added
Natixis Investment Managers International2,325$128.5K0.01%+2,325New
ING Groep NV2,253$124.5K0.00%+2,253New
Tower Research Capital LLC (TRC)2,050$113.0K0.00%−1,453−41.5%Reduced
Desjardins Global Asset Management Inc.1,940$107.0K0.01%+1,940New
Belpointe Asset Management LLC1,882$104.0K0.01%+1,342+248.5%Added
Lazard Asset Management LLC1,824$100.0K0.00%−154−7.8%Reduced
Quadrant Capital Group LLC1,602$88.5K0.01%+167+11.6%Added