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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 3,429 | $221.5K | 0.11% | −1,075−23.9% | Reduced |
| Guardian Wealth Advisors, LLC | 3,411 | $220.4K | 0.16% | +3,411 | New |
| Greenleaf Trust | 3,386 | $218.7K | 0.00% | +3,386 | New |
| Bailard, Inc. | 3,360 | $217.1K | 0.01% | +3,360 | New |
| Clarius Group, LLC | 3,347 | $216.2K | 0.02% | +3,347 | New |
| Freestone Capital Holdings, LLC | 3,340 | $215.8K | 0.01% | +3,340 | New |
| Ballentine Partners, LLC | 3,300 | $213.2K | 0.00% | +3,300 | New |
| OneAscent Financial Services LLC | 3,299 | $213.0K | 0.09% | +3,299 | New |
| Fifth Third Bancorp | 3,215 | $207.7K | 0.00% | +203+6.7% | Added |
| Leavell Investment Management, Inc. | 3,200 | $207.0K | 0.01% | +3,200 | New |
| First Affirmative Financial Network | 3,188 | $205.9K | 0.21% | −765−19.4% | Reduced |
| Cubic Asset Management, LLC | 3,160 | $204.1K | 0.05% | +3,160 | New |
| Wedmont Private Capital | 3,090 | $203.5K | 0.02% | +3,090 | New |
| Sit Investment Associates Inc | 3,125 | $202.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,106 | $200.6K | 0.01% | +3,106 | New |
| 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 |
| Horizon Investments, LLC | 2,966 | $191.0K | 0.01% | −207−6.5% | Reduced |
| Ci Investments Inc. | 2,940 | $190.0K | 0.00% | +26+0.9% | Added |
| Cary Street Partner Investment Advisory LLC | 2,733 | $176.6K | 0.01% | +2,717+16,981.3% | Added |
| Bank of New Hampshire | 2,540 | $164.1K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,507 | $162.0K | 0.01% | −13,983−84.8% | Reduced |
| CWM, LLC | 2,342 | $151.0K | 0.00% | −40−1.7% | Reduced |
| Mendota Financial Group, LLC | 2,210 | $142.8K | 0.16% | +2,210 | New |
| Natixis Investment Managers International | 2,190 | $141.5K | 0.01% | −135−5.8% | Reduced |
| Harvest Fund Management Co., Ltd | 2,164 | $140.0K | 0.03% | +1,044+93.2% | Added |
| Lazard Asset Management LLC | 1,815 | $117.0K | 0.00% | −9−0.5% | Reduced |
| Quadrant Capital Group LLC | 1,592 | $102.8K | 0.01% | −10−0.6% | Reduced |
| Parallel Advisors, LLC | 1,320 | $85.3K | 0.00% | +133+11.2% | Added |
| Edmond de Rothschild Holding S.A. | 1,258 | $81.3K | 0.00% | −135−9.7% | Reduced |
| V-Square Quantitative Management LLC | 1,251 | $80.8K | 0.06% | +1,251 | New |
| Whittier Trust Co of Nevada Inc | 1,170 | $75.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,121 | $72.0K | 0.00% | +468+71.7% | Added |
| Anchor Investment Management, LLC | 1,110 | $71.7K | 0.01% | −235−17.5% | Reduced |
| 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 |
| Covestor Ltd | 1,003 | $65.0K | 0.05% | +836+500.6% | Added |
| Signaturefd, LLC | 1,004 | $64.9K | 0.00% | +85+9.2% | Added |
| Investors Research Corp | 1,000 | $64.6K | 0.02% | 00.0% | Unchanged |
| CoreCommodity Management, LLC | 638 | $41.2K | 0.01% | −19,703−96.9% | Reduced |
| Central Trust Co | 630 | $40.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 613 | $39.6K | 0.01% | −5−0.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 600 | $38.8K | 0.01% | +600 | New |
| AdvisorNet Financial, Inc | 597 | $38.6K | 0.00% | +7+1.2% | Added |
| Creative Financial Designs Inc | 468 | $30.2K | 0.00% | +37+8.6% | Added |
| Key Financial Inc | 463 | $29.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 432 | $27.9K | 0.00% | +137+46.4% | Added |
| Washington Trust Co | 407 | $26.3K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 400 | $25.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 374 | $24.2K | 0.00% | −68−15.4% | Reduced |
| Umb Bank N A | 326 | $21.1K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 324 | $20.9K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 315 | $20.3K | 0.00% | +74+30.7% | Added |
| Allworth Financial LP | 310 | $20.0K | 0.00% | +23+8.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $19.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 295 | $19.0K | 0.00% | −173−37.0% | Reduced |
| Desjardins Global Asset Management Inc. | 280 | $18.1K | 0.00% | −1,660−85.6% | Reduced |
| Capstone Investment Advisors, LLC | 273 | $17.6K | 0.00% | −2,406−89.8% | Reduced |
| Huntington National Bank | 265 | $17.1K | 0.00% | −452−63.0% | Reduced |
| HM Payson & Co | 260 | $16.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 240 | $15.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 215 | $14.0K | 0.01% | −108−33.4% | Reduced |
| Parkside Financial Bank & Trust | 209 | $13.5K | 0.00% | −28−11.8% | Reduced |
| Trust Co of Vermont | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 196 | $12.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 189 | $12.2K | 0.00% | −22−10.4% | Reduced |
| Farther Finance Advisors, LLC | 177 | $11.4K | 0.00% | +26+17.2% | Added |
| GHP Investment Advisors, Inc. | 158 | $11.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 167 | $10.8K | 0.00% | −50−23.0% | Reduced |
| Lindbrook Capital, LLC | 158 | $10.2K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 150 | $9.69K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 150 | $9.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 144 | $9.30K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 207 | $9.08K | 0.00% | +19+10.1% | Added |
| Farmers & Merchants Investments Inc | 131 | $8.46K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 131 | $8.46K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 121 | $7.82K | 0.00% | +10+9.0% | Added |
| First Horizon Advisors, Inc. | 107 | $6.93K | 0.00% | +25+30.5% | Added |
| Blue Bell Private Wealth Management, LLC | 105 | $6.78K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $6.46K | 0.00% | +100 | New |
| Loomis Sayles & Co L P | 91 | $6.00K | 0.00% | −218−70.6% | Reduced |
| McIlrath & Eck, LLC | 92 | $5.94K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 91 | $5.88K | 0.00% | −36−28.3% | Reduced |
| Harbor Investment Advisory, LLC | 91 | $5.88K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 80 | $5.14K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 84 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 77 | $4.97K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 77 | $4.97K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 74 | $4.78K | 0.00% | −9−10.8% | Reduced |
| Versant Capital Management, Inc | 70 | $4.52K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 64 | $4.11K | 0.00% | +33+106.5% | Added |
| Boyd Watterson Asset Management LLC | 56 | $3.62K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 52 | $3.36K | 0.00% | +15+40.5% | Added |
| First Capital Advisors Group, LLC. | 52 | $3.36K | 0.00% | +52 | New |
| West Tower Group, LLC | 50 | $3.23K | 0.00% | +50 | New |
| AllSquare Wealth Management LLC | 56 | $3.20K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 49 | $3.17K | 0.00% | +49 | New |
| Glen Eagle Advisors, LLC | 48 | $3.10K | 0.00% | +6+14.3% | Added |
| DT Investment Partners, LLC | 44 | $3.08K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 47 | $3.00K | 0.00% | 00.0% | Unchanged |