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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Reitz Capital Advisors LLC | 300 | $18.7K | 0.04% | +300 | New |
| Steward Partners Investment Advisory, LLC | 293 | $19.0K | 0.00% | −2−0.7% | Reduced |
| Adirondack Trust Co | 300 | $19.4K | 0.01% | +300 | New |
| New England Capital Financial Advisors LLC | 324 | $21.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 331 | $21.4K | 0.00% | +16+5.1% | Added |
| Allworth Financial LP | 337 | $21.8K | 0.00% | +27+8.7% | Added |
| Annapolis Financial Services, LLC | 350 | $22.7K | 0.01% | +350 | New |
| TD Private Client Wealth LLC | 370 | $24.0K | 0.00% | −4−1.1% | Reduced |
| Assetmark, Inc | 383 | $24.8K | 0.00% | +346+935.1% | Added |
| Washington Trust Co | 407 | $26.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 409 | $26.5K | 0.00% | +202+97.6% | Added |
| Key Financial Inc | 463 | $30.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 469 | $30.4K | 0.00% | +469 | New |
| Stonebridge Capital Advisors LLC | 473 | $30.6K | 0.00% | +73+18.3% | Added |
| Operose Advisors LLC | 520 | $33.7K | 0.01% | +520 | New |
| Creative Financial Designs Inc | 538 | $34.8K | 0.00% | +70+15.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 600 | $38.9K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 611 | $39.6K | 0.00% | +14+2.3% | Added |
| Central Trust Co | 630 | $40.8K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 633 | $41.0K | 0.00% | +633 | New |
| Covestor Ltd | 653 | $42.0K | 0.03% | −350−34.9% | Reduced |
| EverSource Wealth Advisors, LLC | 703 | $45.5K | 0.00% | +271+62.7% | Added |
| NBC Securities, Inc. | 722 | $46.0K | 0.01% | +722 | New |
| HM Payson & Co | 760 | $49.2K | 0.00% | +500+192.3% | Added |
| Penserra Capital Management LLC | 913 | $59.0K | 0.00% | −146−13.8% | Reduced |
| Sentry Investment Management LLC | 950 | $62.0K | 0.03% | −102−9.7% | Reduced |
| Investors Research Corp | 1,000 | $64.8K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,000 | $64.8K | 0.02% | +1,000 | New |
| Field & Main Bank | 1,055 | $68.3K | 0.03% | +1,055 | New |
| Bessemer Group Inc | 1,069 | $69.0K | 0.00% | −52−4.6% | Reduced |
| Anchor Investment Management, LLC | 1,110 | $71.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,111 | $71.9K | 0.00% | +107+10.7% | Added |
| Whittier Trust Co of Nevada Inc | 1,170 | $75.8K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,258 | $81.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,320 | $85.5K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 1,553 | $100.6K | 0.00% | +1,553 | New |
| Quadrant Capital Group LLC | 1,640 | $106.2K | 0.01% | +48+3.0% | Added |
| Mendota Financial Group, LLC | 1,707 | $110.5K | 0.12% | −503−22.8% | Reduced |
| ORG Partners LLC | 1,773 | $114.8K | 0.03% | −8,681−83.0% | Reduced |
| GWM Advisors LLC | 1,902 | $123.2K | 0.00% | −4,200−68.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,906 | $123.4K | 0.00% | −601−24.0% | Reduced |
| Capstone Investment Advisors, LLC | 1,953 | $126.5K | 0.00% | +1,680+615.4% | Added |
| Natixis Investment Managers International | 2,056 | $133.1K | 0.01% | −134−6.1% | Reduced |
| Harvest Fund Management Co., Ltd | 2,164 | $140.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,272 | $147.0K | 0.00% | +457+25.2% | Added |
| Ci Investments Inc. | 2,352 | $152.0K | 0.00% | −588−20.0% | Reduced |
| CWM, LLC | 2,349 | $152.0K | 0.00% | +7+0.3% | Added |
| Bank of New Hampshire | 2,540 | $164.5K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 2,581 | $167.1K | 0.04% | +1,968+321.0% | Added |
| Larson Financial Group LLC | 2,585 | $167.4K | 0.02% | −6,481−71.5% | Reduced |
| Wahed Invest LLC | 2,588 | $167.6K | 0.05% | +2,588 | New |
| Sit Investment Associates Inc | 2,775 | $180.0K | 0.00% | −350−11.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,799 | $181.2K | 0.01% | +66+2.4% | Added |
| Horizon Investments, LLC | 2,921 | $188.5K | 0.01% | −45−1.5% | Reduced |
| First Affirmative Financial Network | 3,106 | $201.1K | 0.20% | −82−2.6% | Reduced |
| Tudor Investment Corp Et Al | 3,107 | $201.2K | 0.00% | −19,462−86.2% | Reduced |
| Kestra Advisory Services, LLC | 3,108 | $201.2K | 0.00% | −4,055−56.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,139 | $203.3K | 0.00% | +3,139 | New |
| Wedmont Private Capital | 3,195 | $203.5K | 0.02% | +105+3.4% | Added |
| Leavell Investment Management, Inc. | 3,200 | $207.0K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,200 | $207.2K | 0.02% | +3,200 | New |
| Freestone Capital Holdings, LLC | 3,270 | $211.7K | 0.01% | −70−2.1% | Reduced |
| Stevens Capital Management LP | 3,293 | $213.0K | 0.06% | −4,636−58.5% | Reduced |
| Fifth Third Bancorp | 3,293 | $213.2K | 0.00% | +78+2.4% | Added |
| Veriti Management LLC | 3,320 | $215.0K | 0.02% | −221−6.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,326 | $215.0K | 0.01% | −404−10.8% | Reduced |
| Clarius Group, LLC | 3,342 | $216.4K | 0.02% | −5−0.1% | Reduced |
| Ballentine Partners, LLC | 3,348 | $216.8K | 0.01% | +48+1.5% | Added |
| Guardian Wealth Advisors, LLC | 3,399 | $220.1K | 0.17% | −12−0.4% | Reduced |
| Pflug Koory, LLC | 3,409 | $220.7K | 0.13% | −20−0.6% | Reduced |
| BSW Wealth Partners | 3,432 | $222.2K | 0.05% | −182−5.0% | Reduced |
| Greenleaf Trust | 3,442 | $222.9K | 0.00% | +56+1.7% | Added |
| Gitterman Wealth Management, LLC | 3,443 | $223.0K | 0.11% | −354−9.3% | Reduced |
| World Equity Group, Inc. | 3,474 | $224.9K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,483 | $225.4K | 0.00% | −1,996−36.4% | Reduced |
| Burney Co | 3,540 | $229.2K | 0.01% | −605−14.6% | Reduced |
| Commerce Bank | 3,546 | $229.6K | 0.00% | −201−5.4% | Reduced |
| Bank of Nova Scotia | 3,561 | $230.6K | 0.00% | −160−4.3% | Reduced |
| Global Retirement Partners, LLC | 3,626 | $232.3K | 0.01% | +66+1.9% | Added |
| Mutual Advisors, LLC | 3,604 | $233.4K | 0.01% | +3,604 | New |
| OneAscent Wealth Management LLC | 3,683 | $238.0K | 0.10% | +84+2.3% | Added |
| Brinker Capital Investments, LLC | 3,783 | $245.0K | 0.00% | −48−1.3% | Reduced |
| Orion Portfolio Solutions, LLC | 3,783 | $245.0K | 0.00% | −48−1.3% | Reduced |
| Cipher Capital LP | 3,785 | $245.1K | 0.17% | −35,630−90.4% | Reduced |
| Cullen Capital Management LLC | 3,806 | $246.4K | 0.00% | +3,806 | New |
| Vestcor Inc | 3,846 | $249.0K | 0.01% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 3,863 | $250.0K | 0.00% | +3,863 | New |
| Fukoku Mutual Life Insurance Co | 3,869 | $250.5K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 3,928 | $254.3K | 0.00% | +3,928 | New |
| OneAscent Financial Services LLC | 3,933 | $255.0K | 0.07% | +634+19.2% | Added |
| Campbell & CO Investment Adviser LLC | 3,939 | $255.1K | 0.03% | −2,446−38.3% | Reduced |
| Smith Shellnut Wilson LLC | 3,969 | $257.0K | 0.16% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,974 | $257.3K | 0.00% | +3,974 | New |
| USA Financial Portformulas Corp | 4,003 | $259.2K | 0.39% | +3,996+57,085.7% | Added |
| Copperwynd Financial, LLC | 4,046 | $262.0K | 0.12% | −168−4.0% | Reduced |
| Stephens Inc | 4,064 | $263.1K | 0.01% | −1,074−20.9% | Reduced |
| V-Square Quantitative Management LLC | 4,131 | $267.5K | 0.12% | +2,880+230.2% | Added |
| Whitcomb & Hess, Inc. | 4,193 | $271.5K | 0.10% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,217 | $273.0K | 0.01% | +206+5.1% | Added |
| Meeder Asset Management Inc | 4,290 | $277.8K | 0.02% | 00.0% | Unchanged |