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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, Q2 2023

Institutional positions in PENTAIR plc as of Jun 30, 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
554
+24 vs. Q1 2023
Shares held
147.5M
−2.35M (−1.6%) vs. Q1 2023
Total value
$9.51B
+$1.24B (+15.0%) vs. Q1 2023
New holders
66
180 more added
Sold out
42
201 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 554 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 heldQ2 2023: $9.51B
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, Q2 2023

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q1 2023.

Institutions holding PNR in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sugarloaf Wealth Management, LLC1$650.00%00.0%Unchanged
Kelly Financial Services LLC1$650.00%00.0%Unchanged
Motco1$650.00%+1New
Tfo-TDC, LLC2$1290.00%00.0%Unchanged
Proequities, Inc.2$1290.00%00.0%Unchanged
SOA Wealth Advisors, LLC.2$1330.00%00.0%Unchanged
Venturi Wealth Management, LLC3$1940.00%+3New
Kelly Lawrence W & Associates Inc5$3040.00%00.0%Unchanged
Retirement Group, LLC5$3230.00%00.0%Unchanged
True Wealth Design, LLC6$3880.00%00.0%Unchanged
Baker Avenue Asset Management, LP7$4520.00%00.0%Unchanged
USA Financial Portformulas Corp7$4520.00%00.0%Unchanged
Focused Wealth Management, Inc7$4650.00%00.0%Unchanged
Delos Wealth Advisors, LLC9$5820.00%00.0%Unchanged
Private Trust Co NA11$7110.00%−3−21.4%Reduced
SRS Capital Advisors, Inc.11$7110.00%00.0%Unchanged
North Star Investment Management Corp.12$7750.00%00.0%Unchanged
TFC Financial Management13$8440.00%−4−23.5%Reduced
MCF Advisors LLC14$9050.00%00.0%Unchanged
Center for Financial Planning, Inc.14$9050.00%00.0%Unchanged
Albion Financial Group15$9690.00%00.0%Unchanged
BDO Wealth Advisors, LLC15$9690.00%00.0%Unchanged
Centerpoint Advisors, LLC13$1.00K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC12$1.00K0.00%+6+100.0%Added
Bollard Group LLC10$1.00K0.00%+10New
Trifecta Capital Advisors, LLC16$1.03K0.00%00.0%Unchanged
CVA Family Office, LLC16$1.03K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC16$1.03K0.00%+16New
Hollencrest Capital Management17$1.10K0.00%+15+750.0%Added
Tucker Asset Management LLC18$1.16K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC19$1.23K0.00%00.0%Unchanged
Independence Bank of Kentucky20$1.29K0.00%+20New
CGC Financial Services, LLC23$1.49K0.00%+23New
MV Capital Management, Inc.24$1.55K0.00%00.0%Unchanged
Tortoise Investment Management, LLC25$1.61K0.00%+25New
Carolinas Wealth Consulting LLC28$1.81K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.28$1.81K0.00%00.0%Unchanged
Coastal Capital Group, Inc.30$1.96K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.32$2.00K0.00%−92−74.2%Reduced
PFS Partners, LLC34$2.19K0.00%00.0%Unchanged
Zions Bancorporation, N.A.35$2.26K0.00%00.0%Unchanged
Disciplined Investments, LLC35$2.26K0.00%+1+2.9%Added
Financial Perspectives, Inc36$2.33K0.00%00.0%Unchanged
Assetmark, Inc37$2.39K0.00%00.0%Unchanged
Raffa Wealth Management, LLC38$2.43K0.00%00.0%Unchanged
SJS Investment Consulting Inc.38$2.46K0.00%+1+2.7%Added
Moisand Fitzgerald Tamayo, LLC39$2.52K0.00%00.0%Unchanged
Estabrook Capital Management40$2.58K0.00%00.0%Unchanged
Optiver Holding B.V.40$2.58K0.00%+40New
Whittier Trust Co43$2.78K0.00%00.0%Unchanged
Beacon Capital Management, LLC45$2.91K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA47$3.00K0.00%00.0%Unchanged
Dividend Assets Capital, LLC50$3.00K0.00%00.0%Unchanged
KB Financial Partners, LLC41$3.00K0.00%00.0%Unchanged
DT Investment Partners, LLC44$3.08K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC48$3.10K0.00%+6+14.3%Added
Halpern Financial, Inc.49$3.17K0.00%+49New
AllSquare Wealth Management LLC56$3.20K0.00%00.0%Unchanged
West Tower Group, LLC50$3.23K0.00%+50New
Cape Investment Advisory, Inc.52$3.36K0.00%+15+40.5%Added
First Capital Advisors Group, LLC.52$3.36K0.00%+52New
Boyd Watterson Asset Management LLC56$3.62K0.00%00.0%Unchanged
Gradient Investments LLC64$4.11K0.00%+33+106.5%Added
Versant Capital Management, Inc70$4.52K0.00%00.0%Unchanged
Brown Brothers Harriman & Co74$4.78K0.00%−9−10.8%Reduced
Earnest Partners LLC77$4.97K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC77$4.97K0.00%00.0%Unchanged
Smithfield Trust Co84$5.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC80$5.14K0.00%00.0%Unchanged
Bell Investment Advisors, Inc91$5.88K0.00%−36−28.3%Reduced
Harbor Investment Advisory, LLC91$5.88K0.00%00.0%Unchanged
McIlrath & Eck, LLC92$5.94K0.00%00.0%Unchanged
Loomis Sayles & Co L P91$6.00K0.00%−218−70.6%Reduced
Colonial Trust Co100$6.46K0.00%+100New
Blue Bell Private Wealth Management, LLC105$6.78K0.00%00.0%Unchanged
First Horizon Advisors, Inc.107$6.93K0.00%+25+30.5%Added
Armstrong Advisory Group, Inc121$7.82K0.00%+10+9.0%Added
Farmers & Merchants Investments Inc131$8.46K0.00%00.0%Unchanged
Hexagon Capital Partners LLC131$8.46K0.00%00.0%Unchanged
IFP Advisors, Inc207$9.08K0.00%+19+10.1%Added
JFS Wealth Advisors, LLC144$9.30K0.00%00.0%Unchanged
Sandy Spring Bank150$9.69K0.00%00.0%Unchanged
West Paces Advisors Inc.150$9.69K0.00%00.0%Unchanged
Lindbrook Capital, LLC158$10.2K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.167$10.8K0.00%−50−23.0%Reduced
GHP Investment Advisors, Inc.158$11.0K0.00%00.0%Unchanged
Farther Finance Advisors, LLC177$11.4K0.00%+26+17.2%Added
Quent Capital, LLC189$12.2K0.00%−22−10.4%Reduced
Sittner & Nelson, LLC196$12.7K0.01%00.0%Unchanged
Trust Co of Vermont200$12.9K0.00%00.0%Unchanged
Parkside Financial Bank & Trust209$13.5K0.00%−28−11.8%Reduced
Clear Street Markets LLC215$14.0K0.01%−108−33.4%Reduced
Park Place Capital Corp240$15.5K0.00%00.0%Unchanged
HM Payson & Co260$16.8K0.00%00.0%Unchanged
Huntington National Bank265$17.1K0.00%−452−63.0%Reduced
Capstone Investment Advisors, LLC273$17.6K0.00%−2,406−89.8%Reduced
Desjardins Global Asset Management Inc.280$18.1K0.00%−1,660−85.6%Reduced
Steward Partners Investment Advisory, LLC295$19.0K0.00%−173−37.0%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP300$19.4K0.00%00.0%Unchanged
Allworth Financial LP310$20.0K0.00%+23+8.0%Added