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 |
|---|---|---|---|---|---|
| Strategic Blueprint, LLC | 9,363 | $604.9K | 0.06% | −758−7.5% | Reduced |
| Lido Advisors, LLC | 9,349 | $604.0K | 0.01% | +9,349 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,264 | $598.5K | 0.04% | +11+0.1% | Added |
| Bridgefront Capital, LLC | 9,247 | $597.4K | 0.32% | +9,247 | New |
| Allspring Global Investments Holdings, LLC | 9,095 | $587.5K | 0.00% | −27−0.3% | Reduced |
| Larson Financial Group LLC | 9,066 | $585.7K | 0.06% | −65−0.7% | Reduced |
| Mirova | 9,033 | $583.5K | 0.10% | +442+5.1% | Added |
| Mercer Global Advisors Inc | 8,962 | $579.0K | 0.00% | +15+0.2% | Added |
| Cornerstone Wealth Management, LLC | 8,774 | $566.8K | 0.05% | +2,129+32.0% | Added |
| Great Lakes Advisors, LLC | 8,742 | $564.7K | 0.01% | −62−0.7% | Reduced |
| Siemens Fonds Invest GmbH | 8,776 | $564.1K | 0.05% | 00.0% | Unchanged |
| Marco Investment Management LLC | 8,550 | $552.3K | 0.06% | +600+7.5% | Added |
| Q3 Asset Management | 8,458 | $547.0K | 0.27% | −9,569−53.1% | Reduced |
| Acadian Asset Management LLC | 8,464 | $545.0K | 0.00% | +5,000+144.3% | Added |
| Symmetry Partners, LLC | 8,370 | $541.0K | 0.03% | +8,370 | New |
| Somerset Trust Co | 8,214 | $530.6K | 0.23% | −159−1.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 8,152 | $527.0K | 0.00% | +2,344+40.4% | Added |
| Tower Research Capital LLC (TRC) | 8,155 | $526.8K | 0.02% | +6,105+297.8% | Added |
| New Mexico Educational Retirement Board | 8,014 | $518.0K | 0.02% | +400+5.3% | Added |
| Oak Thistle LLC | 7,951 | $513.6K | 0.27% | +7,951 | New |
| 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 |
| Inspire Advisors, LLC | 7,684 | $496.4K | 0.10% | +1,003+15.0% | Added |
| SeaCrest Wealth Management, LLC | 7,306 | $472.0K | 0.06% | +344+4.9% | Added |
| American Century Companies Inc | 7,292 | $471.1K | 0.00% | +742+11.3% | Added |
| Azimuth Capital Investment Management LLC | 7,250 | $468.4K | 0.02% | −190−2.6% | Reduced |
| Metropolitan Life Insurance Co | 7,188 | $464.3K | 0.02% | −169−2.3% | Reduced |
| Kestra Advisory Services, LLC | 7,163 | $462.7K | 0.00% | −14,274−66.6% | Reduced |
| Vident Investment Advisory, LLC | 6,985 | $451.2K | 0.02% | −956−12.0% | Reduced |
| Globeflex Capital L P | 6,932 | $447.8K | 0.05% | +6,932 | New |
| Van Eck Associates Corp | 6,615 | $427.0K | 0.00% | −15,194−69.7% | Reduced |
| Sonen Capital LLC | 6,541 | $422.5K | 0.70% | +6,541 | New |
| Main Street Financial Solutions, LLC | 6,426 | $415.1K | 0.06% | +170+2.7% | Added |
| Campbell & CO Investment Adviser LLC | 6,385 | $412.5K | 0.07% | −494−7.2% | Reduced |
| Squarepoint Ops LLC | 6,321 | $408.3K | 0.00% | +6,321 | New |
| Advisory Services Network, LLC | 6,223 | $402.0K | 0.01% | +402+6.9% | Added |
| GWM Advisors LLC | 6,102 | $394.2K | 0.00% | −79−1.3% | Reduced |
| MML Investors Services, LLC | 6,099 | $394.0K | 0.00% | +6,099 | New |
| Dorsey & Whitney Trust CO LLC | 6,072 | $392.3K | 0.03% | −1,842−23.3% | Reduced |
| Harbour Investments, Inc. | 6,033 | $389.7K | 0.02% | −31−0.5% | Reduced |
| RBF Capital, LLC | 6,000 | $387.6K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 5,921 | $382.0K | 0.03% | +68+1.2% | Added |
| Annex Advisory Services, LLC | 5,894 | $380.8K | 0.02% | +216+3.8% | Added |
| Morningstar Investment Services LLC | 5,957 | $378.0K | 0.00% | +406+7.3% | Added |
| FDx Advisors, Inc. | 5,819 | $376.0K | 0.02% | +5,819 | New |
| Mackenzie Financial Corp | 5,537 | $354.2K | 0.00% | −62−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,479 | $353.9K | 0.00% | −102−1.8% | Reduced |
| Phoenix Holdings Ltd. | 5,537 | $351.9K | 0.01% | −86−1.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,440 | $351.4K | 0.01% | +571+11.7% | Added |
| First Manhattan Co | 5,350 | $345.6K | 0.00% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 5,287 | $341.5K | 0.31% | −451−7.9% | Reduced |
| Financial & Tax Architects, LLC | 5,257 | $339.6K | 0.10% | −224−4.1% | Reduced |
| HRT Financial LP | 5,234 | $338.0K | 0.00% | +5,234 | New |
| Cetera Advisors LLC | 5,190 | $335.3K | 0.01% | +1,077+26.2% | Added |
| Stephens Inc | 5,138 | $331.9K | 0.01% | +215+4.4% | Added |
| APG Asset Management N.V. | 5,498 | $325.5K | 0.00% | −40,400−88.0% | Reduced |
| Davis R M Inc | 5,001 | $323.0K | 0.01% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 4,976 | $321.4K | 0.11% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,927 | $318.0K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 4,900 | $316.5K | 0.18% | +4,900 | New |
| High Note Wealth, LLC | 4,899 | $316.5K | 0.13% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 4,866 | $314.3K | 0.19% | −69−1.4% | Reduced |
| Armstrong Shaw Associates Inc | 4,749 | $306.8K | 0.31% | −2,018−29.8% | Reduced |
| Paradigm Asset Management Co LLC | 4,700 | $303.6K | 0.08% | +4,700 | New |
| Stratos Wealth Partners, LTD. | 4,691 | $303.1K | 0.01% | +4,691 | New |
| Tokio Marine Asset Management Co Ltd | 4,643 | $299.9K | 0.02% | +326+7.6% | Added |
| Marble Harbor Investment Counsel, LLC | 4,430 | $286.2K | 0.04% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4,423 | $285.7K | 0.10% | +205+4.9% | Added |
| Alan B. Lancz & Associates, Inc. | 4,342 | $280.5K | 0.30% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 4,332 | $279.8K | 0.15% | +4,332 | New |
| Meeder Asset Management Inc | 4,290 | $277.1K | 0.02% | 00.0% | Unchanged |
| Heron Bay Capital Management | 4,227 | $273.1K | 0.08% | −390−8.4% | Reduced |
| Copperwynd Financial, LLC | 4,214 | $272.2K | 0.13% | −434−9.3% | Reduced |
| National Asset Management, Inc. | 4,204 | $271.6K | 0.01% | +208+5.2% | Added |
| Whitcomb & Hess, Inc. | 4,193 | $270.9K | 0.10% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 4,190 | $270.7K | 0.01% | +236+6.0% | Added |
| Burney Co | 4,145 | $267.8K | 0.01% | −156−3.6% | Reduced |
| Boothbay Fund Management, LLC | 4,070 | $262.9K | 0.01% | +4,070 | New |
| Ieq Capital, LLC | 4,011 | $259.1K | 0.01% | +246+6.5% | Added |
| Smith Shellnut Wilson LLC | 3,969 | $256.4K | 0.14% | −36−0.9% | Reduced |
| AE Wealth Management LLC | 3,959 | $255.7K | 0.00% | +3,959 | New |
| Prelude Capital Management, LLC | 3,894 | $251.6K | 0.02% | −869−18.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,869 | $249.9K | 0.02% | −1,221−24.0% | Reduced |
| Vestcor Inc | 3,846 | $248.0K | 0.01% | −2,374−38.2% | 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 |
| Intech Investment Management LLC | 3,823 | $247.0K | 0.00% | −115,961−96.8% | Reduced |
| Gitterman Wealth Management, LLC | 3,797 | $245.3K | 0.11% | +3,797 | New |
| Values First Advisors, Inc. | 3,748 | $242.1K | 0.15% | −318−7.8% | Reduced |
| Commerce Bank | 3,747 | $242.1K | 0.00% | −170−4.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,730 | $241.0K | 0.01% | −1,914−33.9% | Reduced |
| Bank of Nova Scotia | 3,721 | $240.4K | 0.00% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,614 | $233.5K | 0.05% | −26−0.7% | Reduced |
| OneAscent Wealth Management LLC | 3,599 | $232.0K | 0.11% | −50−1.4% | Reduced |
| Axxcess Wealth Management, LLC | 3,586 | $231.7K | 0.02% | −644−15.2% | Reduced |
| Global Retirement Partners, LLC | 3,560 | $230.0K | 0.01% | +341+10.6% | Added |
| Veriti Management LLC | 3,541 | $228.7K | 0.03% | +3,541 | New |
| Y-Intercept (Hong Kong) Ltd | 3,532 | $228.2K | 0.02% | +3,532 | New |
| Gsa Capital Partners LLP | 3,517 | $227.0K | 0.02% | +3,517 | New |
| World Equity Group, Inc. | 3,474 | $224.4K | 0.07% | +3,474 | New |