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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, Q3 2023

Institutional positions in PENTAIR plc as of Sep 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
585
+36 vs. Q2 2023
Shares held
147.5M
+3.72M (+2.6%) vs. Q2 2023
Total value
$9.55B
+$284.9M (+3.1%) vs. Q2 2023
New holders
67
196 more added
Sold out
31
201 more reduced

5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 585 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 heldQ3 2023: $9.55B
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, Q3 2023

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q2 2023.

Institutions holding PNR in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth8$00.00%+8New
Sugarloaf Wealth Management, LLC1$650.00%00.0%Unchanged
Kelly Financial Services LLC1$650.00%00.0%Unchanged
Proequities, Inc.2$1290.00%00.0%Unchanged
SOA Wealth Advisors, LLC.2$1330.00%00.0%Unchanged
Tfo-TDC, LLC4$2580.00%+2+100.0%Added
Retirement Group, LLC5$3240.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc5$3240.00%00.0%Unchanged
True Wealth Design, LLC6$3890.00%00.0%Unchanged
Focused Wealth Management, Inc7$4670.00%00.0%Unchanged
Robbins Farley LLC8$5180.00%+8New
Fortis Group Advisors, LLC9$5830.00%+9New
Delos Wealth Advisors, LLC9$6330.00%00.0%Unchanged
Private Trust Co NA11$7120.00%00.0%Unchanged
SRS Capital Advisors, Inc.11$7130.00%00.0%Unchanged
North Star Investment Management Corp.12$7770.00%00.0%Unchanged
Raleigh Capital Management Inc.13$8420.00%+13New
TFC Financial Management13$8460.00%00.0%Unchanged
MCF Advisors LLC14$9070.00%00.0%Unchanged
Center for Financial Planning, Inc.14$9070.00%00.0%Unchanged
Albion Financial Group15$9720.00%00.0%Unchanged
Bollard Group LLC10$1.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC13$1.00K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC12$1.00K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC16$1.04K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC16$1.04K0.00%00.0%Unchanged
Hollencrest Capital Management17$1.10K0.00%00.0%Unchanged
Tucker Asset Management LLC18$1.17K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC19$1.23K0.00%00.0%Unchanged
Independence Bank of Kentucky20$1.29K0.00%00.0%Unchanged
Venturi Wealth Management, LLC20$1.29K0.00%+17+566.7%Added
CGC Financial Services, LLC23$1.49K0.00%00.0%Unchanged
MV Capital Management, Inc.24$1.55K0.00%00.0%Unchanged
Macroview Investment Management LLC25$1.62K0.00%+25New
Tortoise Investment Management, LLC25$1.62K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC28$1.63K0.00%00.0%Unchanged
ING Groep NV29$1.88K0.00%−23,534−99.9%Reduced
PFS Partners, LLC34$2.20K0.00%00.0%Unchanged
Zions Bancorporation, N.A.35$2.27K0.00%00.0%Unchanged
Sunbelt Securities, Inc.35$2.27K0.00%+35New
Financial Perspectives, Inc36$2.33K0.00%00.0%Unchanged
Raffa Wealth Management, LLC38$2.44K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC39$2.53K0.00%00.0%Unchanged
SJS Investment Consulting Inc.39$2.53K0.00%+1+2.6%Added
Estabrook Capital Management40$2.59K0.00%00.0%Unchanged
Optiver Holding B.V.40$2.59K0.00%00.0%Unchanged
Motco40$2.59K0.00%+39+3,900.0%Added
Providence Capital Advisors, LLC40$2.59K0.00%+40New
Householder Group Estate & Retirement Specialist, LLC42$2.72K0.00%+42New
DT Investment Partners, LLC44$2.85K0.00%00.0%Unchanged
Beacon Capital Management, LLC45$2.91K0.00%00.0%Unchanged
Dividend Assets Capital, LLC50$3.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA47$3.00K0.00%00.0%Unchanged
KB Financial Partners, LLC41$3.00K0.00%00.0%Unchanged
Capital Analysts, LLC40$3.00K0.00%+40New
Glen Eagle Advisors, LLC48$3.11K0.00%00.0%Unchanged
Gradient Investments LLC50$3.22K0.00%−14−21.9%Reduced
Whittier Trust Co53$3.43K0.00%+10+23.3%Added
Boyd Watterson Asset Management LLC56$3.63K0.00%00.0%Unchanged
AllSquare Wealth Management LLC56$3.63K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.56$3.63K0.00%+28+100.0%Added
Annis Gardner Whiting Capital Advisors, LLC60$3.88K0.00%+60New
Versant Capital Management, Inc70$4.53K0.00%00.0%Unchanged
Brown Brothers Harriman & Co74$4.79K0.00%00.0%Unchanged
Bell Investment Advisors, Inc76$4.92K0.00%−15−16.5%Reduced
Earnest Partners LLC77$4.99K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC77$4.99K0.00%00.0%Unchanged
Smithfield Trust Co84$5.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.77$5.00K0.00%+45+140.6%Added
Prestige Wealth Management Group LLC80$5.15K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group85$5.50K0.00%+85New
Harbor Investment Advisory, LLC91$5.89K0.00%00.0%Unchanged
McIlrath & Eck, LLC92$5.96K0.00%00.0%Unchanged
Quarry LP96$6.22K0.00%+96New
Colonial Trust Co100$6.47K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC105$6.80K0.00%00.0%Unchanged
First Horizon Advisors, Inc.107$6.95K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc121$7.83K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc131$8.48K0.00%00.0%Unchanged
Hexagon Capital Partners LLC131$8.48K0.00%00.0%Unchanged
Steward Financial Group LLC139$9.00K0.00%+139New
JFS Wealth Advisors, LLC144$9.32K0.00%00.0%Unchanged
Sandy Spring Bank150$9.71K0.00%00.0%Unchanged
West Paces Advisors Inc.150$9.71K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.152$9.84K0.01%+100+192.3%Added
Global Wealth Strategies & Associates152$9.84K0.00%+152New
Desjardins Global Asset Management Inc.158$10.2K0.00%−122−43.6%Reduced
Itau Unibanco Holding S.A.167$10.8K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.180$11.2K0.00%+22+13.9%Added
Lindbrook Capital, LLC187$12.1K0.00%+29+18.4%Added
Quent Capital, LLC189$12.2K0.00%00.0%Unchanged
Sittner & Nelson, LLC196$12.7K0.01%00.0%Unchanged
Trust Co of Vermont200$12.9K0.00%00.0%Unchanged
Farther Finance Advisors, LLC212$13.8K0.00%+35+19.8%Added
Catalyst Capital Advisors LLC225$14.6K0.00%+225New
Millburn Ridgefield Corp225$14.6K0.00%+225New
Park Place Capital Corp240$15.5K0.00%00.0%Unchanged
Loomis Sayles & Co L P240$16.0K0.00%+149+163.7%Added
Huntington National Bank281$18.2K0.00%+16+6.0%Added
Parkside Financial Bank & Trust286$18.5K0.00%+77+36.8%Added