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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 1,393 | $77.0K | 0.00% | +1,393 | New |
| Anchor Investment Management, LLC | 1,345 | $74.3K | 0.01% | −35−2.5% | Reduced |
| Parallel Advisors, LLC | 1,187 | $65.6K | 0.00% | +113+10.5% | Added |
| Whittier Trust Co of Nevada Inc | 1,170 | $64.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,120 | $62.0K | 0.01% | +1,120 | New |
| Sentry Investment Management LLC | 1,052 | $58.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 1,000 | $55.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 919 | $50.8K | 0.00% | +32+3.6% | Added |
| Caisse de Depot Et Placement du Quebec | 887 | $49.0K | 0.00% | +887 | New |
| Huntington National Bank | 717 | $39.6K | 0.00% | +16+2.3% | Added |
| Federation des caisses Desjardins du Quebec | 677 | $37.4K | 0.00% | +677 | New |
| Bessemer Group Inc | 653 | $36.0K | 0.00% | −18−2.7% | Reduced |
| Central Trust Co | 630 | $34.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 618 | $34.2K | 0.01% | +618 | New |
| AdvisorNet Financial, Inc | 590 | $32.6K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 500 | $27.6K | 0.02% | +500 | New |
| Steward Partners Investment Advisory, LLC | 468 | $25.9K | 0.00% | +55+13.3% | Added |
| Key Financial Inc | 463 | $25.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 442 | $24.4K | 0.00% | −1−0.2% | Reduced |
| Creative Financial Designs Inc | 431 | $23.8K | 0.00% | +261+153.5% | Added |
| Washington Trust Co | 407 | $22.5K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 400 | $22.1K | 0.00% | −17−4.1% | Reduced |
| Umb Bank N A | 326 | $18.0K | 0.00% | −8−2.4% | Reduced |
| Clear Street Markets LLC | 323 | $18.0K | 0.00% | +156+93.4% | Added |
| New England Capital Financial Advisors LLC | 324 | $17.9K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 309 | $17.0K | 0.00% | +309 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $16.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 295 | $16.3K | 0.00% | +184+165.8% | Added |
| Allworth Financial LP | 287 | $15.9K | 0.00% | +38+15.3% | Added |
| HM Payson & Co | 260 | $14.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 241 | $13.3K | 0.00% | +162+205.1% | Added |
| Park Place Capital Corp | 240 | $13.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 237 | $13.1K | 0.00% | +31+15.0% | Added |
| TCI Wealth Advisors, Inc. | 233 | $12.9K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 217 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 211 | $11.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $11.1K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 196 | $10.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 167 | $9.00K | 0.01% | −1−0.6% | Reduced |
| GHP Investment Advisors, Inc. | 158 | $8.73K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 158 | $8.73K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 151 | $8.35K | 0.00% | −59−28.1% | Reduced |
| Sandy Spring Bank | 150 | $8.29K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 150 | $8.29K | 0.00% | +123+455.6% | Added |
| IFP Advisors, Inc | 188 | $8.24K | 0.00% | −942−83.4% | Reduced |
| JFS Wealth Advisors, LLC | 144 | $7.96K | 0.00% | +32+28.6% | Added |
| Newbridge Financial Services Group, Inc. | 140 | $7.74K | 0.00% | +140 | New |
| Farmers & Merchants Investments Inc | 131 | $7.24K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 131 | $7.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 127 | $7.02K | 0.00% | +9+7.6% | Added |
| Steward Financial Group LLC | 130 | $7.00K | 0.00% | +95+271.4% | Added |
| South State Corp. | 125 | $6.91K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 111 | $6.13K | 0.00% | −2−1.8% | Reduced |
| Ronald Blue Trust, Inc. | 124 | $6.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 105 | $5.80K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 100 | $5.53K | 0.00% | +100 | New |
| McIlrath & Eck, LLC | 92 | $5.08K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 91 | $5.03K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 83 | $4.59K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 82 | $4.54K | 0.00% | −34−29.3% | Reduced |
| Schubert & Co | 80 | $4.42K | 0.00% | +18+29.0% | Added |
| Prestige Wealth Management Group LLC | 80 | $4.40K | 0.00% | +19+31.1% | Added |
| Ellevest, Inc. | 78 | $4.31K | 0.00% | +46+143.8% | Added |
| Earnest Partners LLC | 77 | $4.26K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 77 | $4.26K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 84 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 70 | $3.86K | 0.00% | −7−9.1% | Reduced |
| Ameritas Advisory Services, LLC | 68 | $3.69K | 0.00% | +68 | New |
| Boyd Watterson Asset Management LLC | 56 | $3.10K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 56 | $3.10K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 44 | $2.54K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 45 | $2.49K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 43 | $2.38K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 42 | $2.32K | 0.00% | −21−33.3% | Reduced |
| Grove Bank & Trust | 42 | $2.32K | 0.00% | +42 | New |
| Estabrook Capital Management | 40 | $2.21K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 39 | $2.16K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $2.08K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 37 | $2.04K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $2.04K | 0.00% | +3+8.8% | Added |
| Cape Investment Advisory, Inc. | 37 | $2.04K | 0.00% | +37 | New |
| Dividend Assets Capital, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 36 | $1.99K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 35 | $1.93K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 35 | $1.93K | 0.00% | +35 | New |
| Disciplined Investments, LLC | 34 | $1.88K | 0.00% | +2+6.3% | Added |
| PFS Partners, LLC | 34 | $1.87K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 31 | $1.74K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 30 | $1.67K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 28 | $1.55K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 28 | $1.55K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24 | $1.33K | 0.00% | +2+9.1% | Added |
| Laurel Wealth Advisors LLC | 19 | $1.05K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Tucker Asset Management LLC | 18 | $995 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $944 | 0.00% | +4+30.8% | Added |
| Trifecta Capital Advisors, LLC | 16 | $885 | 0.00% | 00.0% | Unchanged |