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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
Dividend Assets Capital, LLC50$3.00K0.00%00.0%Unchanged
KB Financial Partners, LLC41$3.00K0.00%00.0%Unchanged
Beacon Capital Management, LLC45$2.91K0.00%00.0%Unchanged
Whittier Trust Co43$2.78K0.00%00.0%Unchanged
Estabrook Capital Management40$2.58K0.00%00.0%Unchanged
Optiver Holding B.V.40$2.58K0.00%+40New
Moisand Fitzgerald Tamayo, LLC39$2.52K0.00%00.0%Unchanged
SJS Investment Consulting Inc.38$2.46K0.00%+1+2.7%Added
Raffa Wealth Management, LLC38$2.43K0.00%00.0%Unchanged
Assetmark, Inc37$2.39K0.00%00.0%Unchanged
Financial Perspectives, Inc36$2.33K0.00%00.0%Unchanged
Zions Bancorporation, N.A.35$2.26K0.00%00.0%Unchanged
Disciplined Investments, LLC35$2.26K0.00%+1+2.9%Added
PFS Partners, LLC34$2.19K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.32$2.00K0.00%−92−74.2%Reduced
Coastal Capital Group, Inc.30$1.96K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC28$1.81K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.28$1.81K0.00%00.0%Unchanged
Tortoise Investment Management, LLC25$1.61K0.00%+25New
MV Capital Management, Inc.24$1.55K0.00%00.0%Unchanged
CGC Financial Services, LLC23$1.49K0.00%+23New
Independence Bank of Kentucky20$1.29K0.00%+20New
Laurel Wealth Advisors LLC19$1.23K0.00%00.0%Unchanged
Tucker Asset Management LLC18$1.16K0.00%00.0%Unchanged
Hollencrest Capital Management17$1.10K0.00%+15+750.0%Added
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
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
Albion Financial Group15$9690.00%00.0%Unchanged
BDO Wealth Advisors, LLC15$9690.00%00.0%Unchanged
MCF Advisors LLC14$9050.00%00.0%Unchanged
Center for Financial Planning, Inc.14$9050.00%00.0%Unchanged
TFC Financial Management13$8440.00%−4−23.5%Reduced
North Star Investment Management Corp.12$7750.00%00.0%Unchanged
Private Trust Co NA11$7110.00%−3−21.4%Reduced
SRS Capital Advisors, Inc.11$7110.00%00.0%Unchanged
Delos Wealth Advisors, LLC9$5820.00%00.0%Unchanged
Focused Wealth Management, Inc7$4650.00%00.0%Unchanged
Baker Avenue Asset Management, LP7$4520.00%00.0%Unchanged
USA Financial Portformulas Corp7$4520.00%00.0%Unchanged
True Wealth Design, LLC6$3880.00%00.0%Unchanged
Retirement Group, LLC5$3230.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc5$3040.00%00.0%Unchanged
Venturi Wealth Management, LLC3$1940.00%+3New
SOA Wealth Advisors, LLC.2$1330.00%00.0%Unchanged
Tfo-TDC, LLC2$1290.00%00.0%Unchanged
Proequities, Inc.2$1290.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC1$650.00%00.0%Unchanged
Kelly Financial Services LLC1$650.00%00.0%Unchanged
Motco1$650.00%+1New
Valley National Advisers Inc1––00.0%Unchanged
Citadel Advisors LLC0$00.00%−1,269,492−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−466,436−100.0%Sold out
Arnhold LLC0$00.00%−105,727−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−74,702−100.0%Sold out
Soviero Asset Management, LP0$00.00%−45,000−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−39,341−100.0%Sold out
Prospera Financial Services Inc0$00.00%−38,847−100.0%Sold out
Cordatus Wealth Management LLC0$00.00%−38,591−100.0%Sold out
PEAK6 Investments LLC0$00.00%−29,988−100.0%Sold out
BlueCrest Capital Management Ltd0$00.00%−14,587−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−14,577−100.0%Sold out
Holocene Advisors, LP0$00.00%−13,388−100.0%Sold out
Dai-Ichi Life Insurance Company, Ltd0$00.00%−13,104−100.0%Sold out
Seven Eight Capital, LP0$00.00%−12,765−100.0%Sold out
Teza Capital Management LLC0$00.00%−11,260−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−10,725−100.0%Sold out
Walleye Trading LLC0$00.00%−10,147−100.0%Sold out
Westpac Banking Corp0$00.00%−9,838−100.0%Sold out
Brasada Capital Management, LP0$00.00%−9,000−100.0%Sold out
Bradley Foster & Sargent Inc0$00.00%−4,495−100.0%Sold out
CPR Investments Inc.0$00.00%−4,357−100.0%Sold out
Bridgewater Associates, LP0$00.00%−3,994−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−1,882−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−887−100.0%Sold out
Cascade Investment Advisors, Inc.0$00.00%−500−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−233−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−140−100.0%Sold out
Steward Financial Group LLC0$00.00%−130−100.0%Sold out
South State Corp.0$00.00%−125−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−100−100.0%Sold out
Schubert & Co0$00.00%−80−100.0%Sold out
Ellevest, Inc.0$00.00%−78−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−68−100.0%Sold out
Grove Bank & Trust0$00.00%−42−100.0%Sold out
Core Alternative Capital0$00.00%−35−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−16−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−12−100.0%Sold out
Robbins Farley LLC0$00.00%−8−100.0%Sold out
Cambridge Trust Co0$00.00%−2−100.0%Sold out
Abound Wealth Management0$00.00%−2−100.0%Sold out
Coston, McIsaac & Partners0$00.00%−2−100.0%Sold out
Cerity Partners LLC0$00.00%−4,405−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC––––Not filed