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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 315 | $20.3K | 0.00% | +74+30.7% | Added |
| New England Capital Financial Advisors LLC | 324 | $20.9K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 326 | $21.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 374 | $24.2K | 0.00% | −68−15.4% | Reduced |
| Stonebridge Capital Advisors LLC | 400 | $25.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 407 | $26.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 432 | $27.9K | 0.00% | +137+46.4% | Added |
| Key Financial Inc | 463 | $29.9K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 468 | $30.2K | 0.00% | +37+8.6% | Added |
| AdvisorNet Financial, Inc | 597 | $38.6K | 0.00% | +7+1.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 600 | $38.8K | 0.01% | +600 | New |
| State of Wyoming | 613 | $39.6K | 0.01% | −5−0.8% | Reduced |
| Central Trust Co | 630 | $40.7K | 0.00% | 00.0% | Unchanged |
| CoreCommodity Management, LLC | 638 | $41.2K | 0.01% | −19,703−96.9% | Reduced |
| Investors Research Corp | 1,000 | $64.6K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,004 | $64.9K | 0.00% | +85+9.2% | Added |
| Covestor Ltd | 1,003 | $65.0K | 0.05% | +836+500.6% | Added |
| Sentry Investment Management LLC | 1,052 | $68.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,059 | $68.0K | 0.00% | +1,059 | New |
| Anchor Investment Management, LLC | 1,110 | $71.7K | 0.01% | −235−17.5% | Reduced |
| Bessemer Group Inc | 1,121 | $72.0K | 0.00% | +468+71.7% | Added |
| Whittier Trust Co of Nevada Inc | 1,170 | $75.6K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,251 | $80.8K | 0.06% | +1,251 | New |
| Edmond de Rothschild Holding S.A. | 1,258 | $81.3K | 0.00% | −135−9.7% | Reduced |
| Parallel Advisors, LLC | 1,320 | $85.3K | 0.00% | +133+11.2% | Added |
| Quadrant Capital Group LLC | 1,592 | $102.8K | 0.01% | −10−0.6% | Reduced |
| Lazard Asset Management LLC | 1,815 | $117.0K | 0.00% | −9−0.5% | Reduced |
| Harvest Fund Management Co., Ltd | 2,164 | $140.0K | 0.03% | +1,044+93.2% | Added |
| Natixis Investment Managers International | 2,190 | $141.5K | 0.01% | −135−5.8% | Reduced |
| Mendota Financial Group, LLC | 2,210 | $142.8K | 0.16% | +2,210 | New |
| CWM, LLC | 2,342 | $151.0K | 0.00% | −40−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,507 | $162.0K | 0.01% | −13,983−84.8% | Reduced |
| Bank of New Hampshire | 2,540 | $164.1K | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,733 | $176.6K | 0.01% | +2,717+16,981.3% | Added |
| Ci Investments Inc. | 2,940 | $190.0K | 0.00% | +26+0.9% | Added |
| Horizon Investments, LLC | 2,966 | $191.0K | 0.01% | −207−6.5% | Reduced |
| Vantage Consulting Group Inc | 3,100 | $200.3K | 0.12% | −530−14.6% | Reduced |
| Syntax Advisors, LLC | 3,100 | $200.3K | 0.16% | −530−14.6% | Reduced |
| Kestra Private Wealth Services, LLC | 3,106 | $200.6K | 0.01% | +3,106 | New |
| Sit Investment Associates Inc | 3,125 | $202.0K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,090 | $203.5K | 0.02% | +3,090 | New |
| Cubic Asset Management, LLC | 3,160 | $204.1K | 0.05% | +3,160 | New |
| First Affirmative Financial Network | 3,188 | $205.9K | 0.21% | −765−19.4% | Reduced |
| Leavell Investment Management, Inc. | 3,200 | $207.0K | 0.01% | +3,200 | New |
| Fifth Third Bancorp | 3,215 | $207.7K | 0.00% | +203+6.7% | Added |
| OneAscent Financial Services LLC | 3,299 | $213.0K | 0.09% | +3,299 | New |
| Ballentine Partners, LLC | 3,300 | $213.2K | 0.00% | +3,300 | New |
| Freestone Capital Holdings, LLC | 3,340 | $215.8K | 0.01% | +3,340 | New |
| Clarius Group, LLC | 3,347 | $216.2K | 0.02% | +3,347 | New |
| Bailard, Inc. | 3,360 | $217.1K | 0.01% | +3,360 | New |
| Greenleaf Trust | 3,386 | $218.7K | 0.00% | +3,386 | New |
| Guardian Wealth Advisors, LLC | 3,411 | $220.4K | 0.16% | +3,411 | New |
| Pflug Koory, LLC | 3,429 | $221.5K | 0.11% | −1,075−23.9% | Reduced |
| World Equity Group, Inc. | 3,474 | $224.4K | 0.07% | +3,474 | New |
| Gsa Capital Partners LLP | 3,517 | $227.0K | 0.02% | +3,517 | New |
| Y-Intercept (Hong Kong) Ltd | 3,532 | $228.2K | 0.02% | +3,532 | New |
| Veriti Management LLC | 3,541 | $228.7K | 0.03% | +3,541 | New |
| Global Retirement Partners, LLC | 3,560 | $230.0K | 0.01% | +341+10.6% | Added |
| Axxcess Wealth Management, LLC | 3,586 | $231.7K | 0.02% | −644−15.2% | Reduced |
| OneAscent Wealth Management LLC | 3,599 | $232.0K | 0.11% | −50−1.4% | Reduced |
| BSW Wealth Partners | 3,614 | $233.5K | 0.05% | −26−0.7% | Reduced |
| Bank of Nova Scotia | 3,721 | $240.4K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,730 | $241.0K | 0.01% | −1,914−33.9% | Reduced |
| Commerce Bank | 3,747 | $242.1K | 0.00% | −170−4.3% | Reduced |
| Values First Advisors, Inc. | 3,748 | $242.1K | 0.15% | −318−7.8% | Reduced |
| Gitterman Wealth Management, LLC | 3,797 | $245.3K | 0.11% | +3,797 | New |
| Intech Investment Management LLC | 3,823 | $247.0K | 0.00% | −115,961−96.8% | Reduced |
| Brinker Capital Investments, LLC | 3,831 | $247.5K | 0.00% | −2,626−40.7% | Reduced |
| Orion Portfolio Solutions, LLC | 3,831 | $247.5K | 0.00% | −2,626−40.7% | Reduced |
| Vestcor Inc | 3,846 | $248.0K | 0.01% | −2,374−38.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,869 | $249.9K | 0.02% | −1,221−24.0% | Reduced |
| Prelude Capital Management, LLC | 3,894 | $251.6K | 0.02% | −869−18.2% | Reduced |
| AE Wealth Management LLC | 3,959 | $255.7K | 0.00% | +3,959 | New |
| Smith Shellnut Wilson LLC | 3,969 | $256.4K | 0.14% | −36−0.9% | Reduced |
| Ieq Capital, LLC | 4,011 | $259.1K | 0.01% | +246+6.5% | Added |
| Boothbay Fund Management, LLC | 4,070 | $262.9K | 0.01% | +4,070 | New |
| Burney Co | 4,145 | $267.8K | 0.01% | −156−3.6% | Reduced |
| Advisor Partners II, LLC | 4,190 | $270.7K | 0.01% | +236+6.0% | Added |
| Whitcomb & Hess, Inc. | 4,193 | $270.9K | 0.10% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,204 | $271.6K | 0.01% | +208+5.2% | Added |
| Copperwynd Financial, LLC | 4,214 | $272.2K | 0.13% | −434−9.3% | Reduced |
| Heron Bay Capital Management | 4,227 | $273.1K | 0.08% | −390−8.4% | Reduced |
| Meeder Asset Management Inc | 4,290 | $277.1K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 4,332 | $279.8K | 0.15% | +4,332 | New |
| Alan B. Lancz & Associates, Inc. | 4,342 | $280.5K | 0.30% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4,423 | $285.7K | 0.10% | +205+4.9% | Added |
| Marble Harbor Investment Counsel, LLC | 4,430 | $286.2K | 0.04% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,643 | $299.9K | 0.02% | +326+7.6% | Added |
| Stratos Wealth Partners, LTD. | 4,691 | $303.1K | 0.01% | +4,691 | New |
| Paradigm Asset Management Co LLC | 4,700 | $303.6K | 0.08% | +4,700 | New |
| Armstrong Shaw Associates Inc | 4,749 | $306.8K | 0.31% | −2,018−29.8% | Reduced |
| Lumature Wealth Partners, LLC | 4,866 | $314.3K | 0.19% | −69−1.4% | Reduced |
| High Note Wealth, LLC | 4,899 | $316.5K | 0.13% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 4,900 | $316.5K | 0.18% | +4,900 | New |
| Banque Cantonale Vaudoise | 4,927 | $318.0K | 0.01% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 4,976 | $321.4K | 0.11% | 00.0% | Unchanged |
| Davis R M Inc | 5,001 | $323.0K | 0.01% | 00.0% | Unchanged |
| APG Asset Management N.V. | 5,498 | $325.5K | 0.00% | −40,400−88.0% | Reduced |
| Stephens Inc | 5,138 | $331.9K | 0.01% | +215+4.4% | Added |
| Cetera Advisors LLC | 5,190 | $335.3K | 0.01% | +1,077+26.2% | Added |