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 |
|---|---|---|---|---|---|
| Advisor Partners II, LLC | 4,317 | $279.5K | 0.01% | +127+3.0% | Added |
| Stephenson National Bank & Trust | 4,332 | $280.5K | 0.16% | 00.0% | Unchanged |
| AE Wealth Management LLC | 4,337 | $280.8K | 0.00% | +378+9.5% | Added |
| Alan B. Lancz & Associates, Inc. | 4,342 | $281.1K | 0.32% | 00.0% | Unchanged |
| Nomura Holdings Inc | 4,352 | $281.8K | 0.00% | −7,199−62.3% | Reduced |
| Vident Advisory, LLC | 4,360 | $282.3K | 0.01% | +4,360 | New |
| Bailard, Inc. | 4,387 | $284.1K | 0.01% | +1,027+30.6% | Added |
| Meridian Investment Counsel Inc. | 4,423 | $286.4K | 0.11% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 4,430 | $286.8K | 0.04% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 4,529 | $293.3K | 0.09% | −728−13.8% | Reduced |
| Heron Bay Capital Management | 4,656 | $301.5K | 0.08% | +429+10.1% | Added |
| Paradigm Asset Management Co LLC | 4,700 | $304.3K | 0.09% | 00.0% | Unchanged |
| Armstrong Shaw Associates Inc | 4,749 | $307.5K | 0.32% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,750 | $307.6K | 0.03% | +856+22.0% | Added |
| Contravisory Investment Management, Inc. | 4,836 | $313.1K | 0.09% | +4,836 | New |
| Pathstone Family Office, LLC | 4,886 | $316.4K | 0.00% | +4,886 | New |
| Axq Capital, LP | 4,890 | $316.6K | 0.11% | +4,890 | New |
| High Note Wealth, LLC | 4,899 | $317.2K | 0.13% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,924 | $318.8K | 0.06% | +4,924 | New |
| Banque Cantonale Vaudoise | 4,927 | $319.0K | 0.02% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 4,900 | $321.2K | 0.01% | −637−11.5% | Reduced |
| Values First Advisors, Inc. | 4,973 | $322.0K | 0.21% | +1,225+32.7% | Added |
| Shakespeare Wealth Management, Inc. | 4,976 | $322.2K | 0.11% | 00.0% | Unchanged |
| Davis R M Inc | 5,001 | $324.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 5,021 | $325.1K | 0.01% | +330+7.0% | Added |
| Prime Capital Investment Advisors, LLC | 5,061 | $327.7K | 0.01% | −379−7.0% | Reduced |
| Guggenheim Capital LLC | 5,120 | $331.5K | 0.00% | −5,555−52.0% | Reduced |
| Blueshift Asset Management, LLC | 5,192 | $336.2K | 0.20% | +5,192 | New |
| First Manhattan Co | 5,350 | $346.4K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 5,380 | $348.0K | 0.03% | −439−7.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,387 | $348.8K | 0.02% | +744+16.0% | Added |
| Cetera Advisors LLC | 5,556 | $359.8K | 0.01% | +366+7.1% | Added |
| Bridgefront Capital, LLC | 5,675 | $367.5K | 0.26% | −3,572−38.6% | Reduced |
| Siemens Fonds Invest GmbH | 5,808 | $376.1K | 0.04% | −2,968−33.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,809 | $376.1K | 0.03% | −263−4.3% | Reduced |
| Voloridge Investment Management, LLC | 5,829 | $377.4K | 0.00% | +5,829 | New |
| Annex Advisory Services, LLC | 5,894 | $381.7K | 0.02% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 5,947 | $385.1K | 0.33% | +660+12.5% | Added |
| Mackenzie Financial Corp | 6,121 | $386.9K | 0.00% | +584+10.5% | Added |
| RBF Capital, LLC | 6,000 | $388.5K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,019 | $389.7K | 0.02% | −14−0.2% | Reduced |
| Main Street Financial Solutions, LLC | 6,119 | $396.2K | 0.06% | −307−4.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,166 | $399.2K | 0.03% | +245+4.1% | Added |
| MML Investors Services, LLC | 6,175 | $400.0K | 0.00% | +76+1.2% | Added |
| Advisory Services Network, LLC | 6,246 | $404.4K | 0.01% | +23+0.4% | Added |
| Morningstar Investment Services LLC | 6,287 | $410.0K | 0.01% | +330+5.5% | Added |
| Granahan Investment Management Inc | 6,460 | $418.3K | 0.01% | +6,460 | New |
| Norinchukin Bank, The | 6,471 | $419.0K | 0.01% | −7,874−54.9% | Reduced |
| National Asset Management, Inc. | 6,478 | $419.4K | 0.01% | +2,274+54.1% | Added |
| APG Asset Management N.V. | 6,498 | $420.7K | 0.00% | +1,000+18.2% | Added |
| SeaCrest Wealth Management, LLC | 6,603 | $427.5K | 0.06% | −703−9.6% | Reduced |
| Tower Research Capital LLC (TRC) | 6,815 | $441.3K | 0.01% | −1,340−16.4% | Reduced |
| Metropolitan Life Insurance Co | 6,831 | $442.3K | 0.02% | −357−5.0% | Reduced |
| Azimuth Capital Investment Management LLC | 6,850 | $443.5K | 0.02% | −400−5.5% | Reduced |
| Sciencast Management LP | 6,893 | $446.3K | 0.20% | +6,893 | New |
| Edgestream Partners, L.P. | 6,931 | $448.8K | 0.04% | −15,206−68.7% | Reduced |
| Globeflex Capital L P | 6,932 | $448.8K | 0.05% | 00.0% | Unchanged |
| Van Eck Associates Corp | 7,015 | $454.0K | 0.00% | +400+6.0% | Added |
| GTS Securities LLC | 7,033 | $455.4K | 0.01% | −3,168−31.1% | Reduced |
| Inspire Advisors, LLC | 7,193 | $465.8K | 0.08% | −491−6.4% | Reduced |
| Boothbay Fund Management, LLC | 7,408 | $479.7K | 0.02% | +3,338+82.0% | Added |
| Walleye Trading LLC | 7,751 | $501.9K | 0.01% | +7,751 | New |
| Somerset Trust Co | 7,850 | $508.3K | 0.23% | −364−4.4% | Reduced |
| Qube Research & Technologies Ltd | 8,236 | $533.3K | 0.00% | +8,236 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 8,275 | $536.0K | 0.00% | +123+1.5% | Added |
| Sigma Planning Corp | 8,425 | $545.6K | 0.02% | −1,205−12.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,461 | $547.8K | 0.00% | −634−7.0% | Reduced |
| Marco Investment Management LLC | 8,550 | $553.6K | 0.06% | 00.0% | Unchanged |
| Mirova | 8,600 | $556.9K | 0.11% | −433−4.8% | Reduced |
| New Mexico Educational Retirement Board | 8,614 | $558.0K | 0.02% | +600+7.5% | Added |
| QRG Capital Management, Inc. | 8,697 | $563.1K | 0.01% | +8,697 | New |
| Ostrum Asset Management | 8,737 | $565.7K | 0.05% | −9,094−51.0% | Reduced |
| Prudential PLC | 8,741 | $566.0K | 0.01% | +8,741 | New |
| Cornerstone Wealth Management, LLC | 8,813 | $570.7K | 0.05% | +39+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,854 | $573.3K | 0.04% | −410−4.4% | Reduced |
| American Century Companies Inc | 8,918 | $577.4K | 0.00% | +1,626+22.3% | Added |
| Symmetry Partners, LLC | 9,074 | $588.0K | 0.03% | +704+8.4% | Added |
| CIBC World Markets Corp | 9,113 | $590.1K | 0.01% | −10,210−52.8% | Reduced |
| Blackhawk Capital Partners LLC. | 9,147 | $592.3K | 0.43% | −1,328−12.7% | Reduced |
| Machina Capital S.A.S. | 9,166 | $593.5K | 0.33% | +4,266+87.1% | Added |
| Strategic Blueprint, LLC | 9,215 | $596.7K | 0.05% | −148−1.6% | Reduced |
| Mercer Global Advisors Inc | 9,438 | $611.0K | 0.00% | +476+5.3% | Added |
| Truist Financial Corp | 9,623 | $623.1K | 0.00% | +19+0.2% | Added |
| Great Lakes Advisors, LLC | 9,679 | $626.7K | 0.01% | +937+10.7% | Added |
| Argyle Capital Management Inc. | 10,000 | $647.5K | 0.24% | 00.0% | Unchanged |
| Centiva Capital, LP | 10,060 | $651.4K | 0.03% | +10,060 | New |
| Graham Capital Management, L.P. | 10,157 | $657.7K | 0.02% | −4,311−29.8% | Reduced |
| Louisiana State Employees Retirement System | 10,200 | $660.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 10,397 | $673.2K | 0.01% | −111−1.1% | Reduced |
| Wetherby Asset Management Inc | 10,821 | $700.7K | 0.04% | −30−0.3% | Reduced |
| Moors & Cabot, Inc. | 10,833 | $701.4K | 0.05% | +100+0.9% | Added |
| Oak Family Advisors, LLC | 10,844 | $702.1K | 0.33% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 10,959 | $710.0K | 0.03% | −57−0.5% | Reduced |
| Csenge Advisory Group | 11,033 | $714.4K | 0.05% | +552+5.3% | Added |
| Teza Capital Management LLC | 11,266 | $729.5K | 0.12% | +11,266 | New |
| Hartford Investment Management Co | 11,279 | $730.3K | 0.03% | −268−2.3% | Reduced |
| CWM Advisors, LLC | 11,302 | $731.8K | 0.09% | +11,302 | New |
| American National Bank | 11,423 | $739.6K | 0.13% | +150+1.3% | Added |
| Edentree Asset Management Ltd | 11,494 | $744.6K | 0.29% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 11,507 | $745.1K | 0.01% | 00.0% | Unchanged |