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 |
|---|---|---|---|---|---|
| HRT Financial LP | 5,234 | $338.0K | 0.00% | +5,234 | New |
| Financial & Tax Architects, LLC | 5,257 | $339.6K | 0.10% | −224−4.1% | Reduced |
| Revisor Wealth Management LLC | 5,287 | $341.5K | 0.31% | −451−7.9% | Reduced |
| First Manhattan Co | 5,350 | $345.6K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,440 | $351.4K | 0.01% | +571+11.7% | Added |
| Phoenix Holdings Ltd. | 5,537 | $351.9K | 0.01% | −86−1.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,479 | $353.9K | 0.00% | −102−1.8% | Reduced |
| Mackenzie Financial Corp | 5,537 | $354.2K | 0.00% | −62−1.1% | Reduced |
| FDx Advisors, Inc. | 5,819 | $376.0K | 0.02% | +5,819 | New |
| Morningstar Investment Services LLC | 5,957 | $378.0K | 0.00% | +406+7.3% | Added |
| Annex Advisory Services, LLC | 5,894 | $380.8K | 0.02% | +216+3.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,921 | $382.0K | 0.03% | +68+1.2% | Added |
| RBF Capital, LLC | 6,000 | $387.6K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,033 | $389.7K | 0.02% | −31−0.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,072 | $392.3K | 0.03% | −1,842−23.3% | Reduced |
| MML Investors Services, LLC | 6,099 | $394.0K | 0.00% | +6,099 | New |
| GWM Advisors LLC | 6,102 | $394.2K | 0.00% | −79−1.3% | Reduced |
| Advisory Services Network, LLC | 6,223 | $402.0K | 0.01% | +402+6.9% | Added |
| Squarepoint Ops LLC | 6,321 | $408.3K | 0.00% | +6,321 | New |
| Campbell & CO Investment Adviser LLC | 6,385 | $412.5K | 0.07% | −494−7.2% | Reduced |
| Main Street Financial Solutions, LLC | 6,426 | $415.1K | 0.06% | +170+2.7% | Added |
| Sonen Capital LLC | 6,541 | $422.5K | 0.70% | +6,541 | New |
| Van Eck Associates Corp | 6,615 | $427.0K | 0.00% | −15,194−69.7% | Reduced |
| Globeflex Capital L P | 6,932 | $447.8K | 0.05% | +6,932 | New |
| Vident Investment Advisory, LLC | 6,985 | $451.2K | 0.02% | −956−12.0% | Reduced |
| Kestra Advisory Services, LLC | 7,163 | $462.7K | 0.00% | −14,274−66.6% | Reduced |
| Metropolitan Life Insurance Co | 7,188 | $464.3K | 0.02% | −169−2.3% | Reduced |
| Azimuth Capital Investment Management LLC | 7,250 | $468.4K | 0.02% | −190−2.6% | Reduced |
| American Century Companies Inc | 7,292 | $471.1K | 0.00% | +742+11.3% | Added |
| SeaCrest Wealth Management, LLC | 7,306 | $472.0K | 0.06% | +344+4.9% | Added |
| Inspire Advisors, LLC | 7,684 | $496.4K | 0.10% | +1,003+15.0% | Added |
| Toroso Investments, LLC | 7,926 | $512.0K | 0.02% | +3,087+63.8% | Added |
| Stevens Capital Management LP | 7,929 | $512.0K | 0.11% | +7,929 | New |
| Oak Thistle LLC | 7,951 | $513.6K | 0.27% | +7,951 | New |
| New Mexico Educational Retirement Board | 8,014 | $518.0K | 0.02% | +400+5.3% | Added |
| Tower Research Capital LLC (TRC) | 8,155 | $526.8K | 0.02% | +6,105+297.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 8,152 | $527.0K | 0.00% | +2,344+40.4% | Added |
| Somerset Trust Co | 8,214 | $530.6K | 0.23% | −159−1.9% | Reduced |
| Symmetry Partners, LLC | 8,370 | $541.0K | 0.03% | +8,370 | New |
| Acadian Asset Management LLC | 8,464 | $545.0K | 0.00% | +5,000+144.3% | Added |
| Q3 Asset Management | 8,458 | $547.0K | 0.27% | −9,569−53.1% | Reduced |
| Marco Investment Management LLC | 8,550 | $552.3K | 0.06% | +600+7.5% | Added |
| Siemens Fonds Invest GmbH | 8,776 | $564.1K | 0.05% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 8,742 | $564.7K | 0.01% | −62−0.7% | Reduced |
| Cornerstone Wealth Management, LLC | 8,774 | $566.8K | 0.05% | +2,129+32.0% | Added |
| Mercer Global Advisors Inc | 8,962 | $579.0K | 0.00% | +15+0.2% | Added |
| Mirova | 9,033 | $583.5K | 0.10% | +442+5.1% | Added |
| Larson Financial Group LLC | 9,066 | $585.7K | 0.06% | −65−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,095 | $587.5K | 0.00% | −27−0.3% | Reduced |
| Bridgefront Capital, LLC | 9,247 | $597.4K | 0.32% | +9,247 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,264 | $598.5K | 0.04% | +11+0.1% | Added |
| Lido Advisors, LLC | 9,349 | $604.0K | 0.01% | +9,349 | New |
| Strategic Blueprint, LLC | 9,363 | $604.9K | 0.06% | −758−7.5% | Reduced |
| Crossmark Global Holdings, Inc. | 8,737 | $609.0K | 0.01% | +45+0.5% | Added |
| Truist Financial Corp | 9,604 | $620.4K | 0.00% | +1,217+14.5% | Added |
| Sigma Planning Corp | 9,630 | $622.1K | 0.02% | −1,681−14.9% | Reduced |
| Fox Run Management, L.L.C. | 9,648 | $623.3K | 0.18% | +9,648 | New |
| Argyle Capital Management Inc. | 10,000 | $646.0K | 0.23% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 10,200 | $658.9K | 0.01% | −500−4.7% | Reduced |
| GTS Securities LLC | 10,201 | $659.0K | 0.02% | +10,201 | New |
| Magnetar Financial LLC | 10,378 | $670.4K | 0.01% | +3,919+60.7% | Added |
| Everence Capital Management Inc | 12,120 | $672.0K | 0.05% | 00.0% | Unchanged |
| ORG Partners LLC | 10,454 | $673.5K | 0.11% | +10,454 | New |
| Pacer Advisors, Inc. | 10,465 | $676.0K | 0.00% | −5,070−32.6% | Reduced |
| Blackhawk Capital Partners LLC. | 10,475 | $676.7K | 0.47% | −7,122−40.5% | Reduced |
| Csenge Advisory Group | 10,481 | $677.1K | 0.05% | +1,530+17.1% | Added |
| Pinnacle Associates Ltd | 10,508 | $678.8K | 0.01% | −884−7.8% | Reduced |
| Guggenheim Capital LLC | 10,675 | $689.6K | 0.01% | −2,793−20.7% | Reduced |
| Moors & Cabot, Inc. | 10,733 | $693.3K | 0.05% | +50+0.5% | Added |
| Oak Family Advisors, LLC | 10,844 | $700.5K | 0.33% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,851 | $701.0K | 0.04% | +7+0.1% | Added |
| Quantinno Capital Management LP | 11,016 | $712.0K | 0.04% | +2,420+28.2% | Added |
| Point72 Asset Management, L.P. | 11,202 | $723.6K | 0.00% | −125,698−91.8% | Reduced |
| American National Bank | 11,273 | $728.2K | 0.12% | −445−3.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,351 | $733.0K | 0.00% | +367+3.3% | Added |
| United Asset Strategies, Inc. | 11,363 | $734.0K | 0.09% | +440+4.0% | Added |
| Edentree Asset Management Ltd | 11,494 | $742.2K | 0.25% | +11,494 | New |
| Tortoise Capital Advisors, L.L.C. | 11,507 | $743.4K | 0.01% | +1,125+10.8% | Added |
| Hartford Investment Management Co | 11,547 | $745.9K | 0.03% | −2,323−16.7% | Reduced |
| Nomura Holdings Inc | 11,551 | $746.2K | 0.01% | +1,410+13.9% | Added |
| Rafferty Asset Management, LLC | 11,936 | $771.1K | 0.00% | +1,202+11.2% | Added |
| Jacobs & Co | 11,982 | $774.0K | 0.09% | −412−3.3% | Reduced |
| Diametric Capital, LP | 12,129 | $783.5K | 0.35% | −2,392−16.5% | Reduced |
| Integrated Wealth Concepts LLC | 12,249 | $791.3K | 0.01% | +12,249 | New |
| Panagora Asset Management Inc | 12,333 | $796.7K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,455 | $804.6K | 0.01% | +3,704+42.3% | Added |
| TownSquare Capital, LLC | 12,530 | $809.5K | 0.01% | +828+7.1% | Added |
| Maryland State Retirement & Pension System | 12,628 | $815.8K | 0.02% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 12,750 | $823.6K | 0.03% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 12,898 | $833.2K | 0.01% | −8,599−40.0% | Reduced |
| Daiwa Securities Group Inc. | 13,062 | $844.0K | 0.01% | +347+2.7% | Added |
| Kentucky Retirement Systems | 13,262 | $857.0K | 0.03% | +256+2.0% | Added |
| Elo Mutual Pension Insurance Co | 13,264 | $857.0K | 0.03% | +13,264 | New |
| Palisade Asset Management, LLC | 13,323 | $860.7K | 0.10% | +70+0.5% | Added |
| Echo Street Capital Management LLC | 13,377 | $864.2K | 0.01% | +2,988+28.8% | Added |
| Securian Asset Management, Inc | 13,392 | $865.1K | 0.02% | −200−1.5% | Reduced |
| Independent Advisor Alliance | 13,531 | $874.1K | 0.04% | −1,624−10.7% | Reduced |
| Teacher Retirement System of Texas | 13,586 | $878.0K | 0.01% | −4,710−25.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 13,826 | $893.2K | 0.01% | +150+1.1% | Added |
| Creative Planning | 13,853 | $894.9K | 0.00% | +629+4.8% | Added |