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 |
|---|---|---|---|---|---|
| Argyle Capital Management Inc. | 10,000 | $647.5K | 0.24% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 9,679 | $626.7K | 0.01% | +937+10.7% | Added |
| Truist Financial Corp | 9,623 | $623.1K | 0.00% | +19+0.2% | Added |
| Mercer Global Advisors Inc | 9,438 | $611.0K | 0.00% | +476+5.3% | Added |
| Strategic Blueprint, LLC | 9,215 | $596.7K | 0.05% | −148−1.6% | Reduced |
| Machina Capital S.A.S. | 9,166 | $593.5K | 0.33% | +4,266+87.1% | Added |
| Blackhawk Capital Partners LLC. | 9,147 | $592.3K | 0.43% | −1,328−12.7% | Reduced |
| CIBC World Markets Corp | 9,113 | $590.1K | 0.01% | −10,210−52.8% | Reduced |
| Symmetry Partners, LLC | 9,074 | $588.0K | 0.03% | +704+8.4% | Added |
| American Century Companies Inc | 8,918 | $577.4K | 0.00% | +1,626+22.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,854 | $573.3K | 0.04% | −410−4.4% | Reduced |
| Cornerstone Wealth Management, LLC | 8,813 | $570.7K | 0.05% | +39+0.4% | Added |
| Prudential PLC | 8,741 | $566.0K | 0.01% | +8,741 | New |
| Ostrum Asset Management | 8,737 | $565.7K | 0.05% | −9,094−51.0% | Reduced |
| QRG Capital Management, Inc. | 8,697 | $563.1K | 0.01% | +8,697 | New |
| New Mexico Educational Retirement Board | 8,614 | $558.0K | 0.02% | +600+7.5% | Added |
| Mirova | 8,600 | $556.9K | 0.11% | −433−4.8% | Reduced |
| Marco Investment Management LLC | 8,550 | $553.6K | 0.06% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 8,461 | $547.8K | 0.00% | −634−7.0% | Reduced |
| Sigma Planning Corp | 8,425 | $545.6K | 0.02% | −1,205−12.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 8,275 | $536.0K | 0.00% | +123+1.5% | Added |
| Qube Research & Technologies Ltd | 8,236 | $533.3K | 0.00% | +8,236 | New |
| Somerset Trust Co | 7,850 | $508.3K | 0.23% | −364−4.4% | Reduced |
| Walleye Trading LLC | 7,751 | $501.9K | 0.01% | +7,751 | New |
| Boothbay Fund Management, LLC | 7,408 | $479.7K | 0.02% | +3,338+82.0% | Added |
| Inspire Advisors, LLC | 7,193 | $465.8K | 0.08% | −491−6.4% | Reduced |
| GTS Securities LLC | 7,033 | $455.4K | 0.01% | −3,168−31.1% | Reduced |
| Van Eck Associates Corp | 7,015 | $454.0K | 0.00% | +400+6.0% | Added |
| Globeflex Capital L P | 6,932 | $448.8K | 0.05% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 6,931 | $448.8K | 0.04% | −15,206−68.7% | Reduced |
| Sciencast Management LP | 6,893 | $446.3K | 0.20% | +6,893 | New |
| Azimuth Capital Investment Management LLC | 6,850 | $443.5K | 0.02% | −400−5.5% | Reduced |
| Metropolitan Life Insurance Co | 6,831 | $442.3K | 0.02% | −357−5.0% | Reduced |
| Tower Research Capital LLC (TRC) | 6,815 | $441.3K | 0.01% | −1,340−16.4% | Reduced |
| SeaCrest Wealth Management, LLC | 6,603 | $427.5K | 0.06% | −703−9.6% | Reduced |
| APG Asset Management N.V. | 6,498 | $420.7K | 0.00% | +1,000+18.2% | Added |
| National Asset Management, Inc. | 6,478 | $419.4K | 0.01% | +2,274+54.1% | Added |
| Norinchukin Bank, The | 6,471 | $419.0K | 0.01% | −7,874−54.9% | Reduced |
| Granahan Investment Management Inc | 6,460 | $418.3K | 0.01% | +6,460 | New |
| Morningstar Investment Services LLC | 6,287 | $410.0K | 0.01% | +330+5.5% | Added |
| Advisory Services Network, LLC | 6,246 | $404.4K | 0.01% | +23+0.4% | Added |
| MML Investors Services, LLC | 6,175 | $400.0K | 0.00% | +76+1.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,166 | $399.2K | 0.03% | +245+4.1% | Added |
| Main Street Financial Solutions, LLC | 6,119 | $396.2K | 0.06% | −307−4.8% | Reduced |
| Harbour Investments, Inc. | 6,019 | $389.7K | 0.02% | −14−0.2% | Reduced |
| RBF Capital, LLC | 6,000 | $388.5K | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 6,121 | $386.9K | 0.00% | +584+10.5% | Added |
| Revisor Wealth Management LLC | 5,947 | $385.1K | 0.33% | +660+12.5% | Added |
| Annex Advisory Services, LLC | 5,894 | $381.7K | 0.02% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 5,829 | $377.4K | 0.00% | +5,829 | New |
| Dorsey & Whitney Trust CO LLC | 5,809 | $376.1K | 0.03% | −263−4.3% | Reduced |
| Siemens Fonds Invest GmbH | 5,808 | $376.1K | 0.04% | −2,968−33.8% | Reduced |
| Bridgefront Capital, LLC | 5,675 | $367.5K | 0.26% | −3,572−38.6% | Reduced |
| Cetera Advisors LLC | 5,556 | $359.8K | 0.01% | +366+7.1% | Added |
| Tokio Marine Asset Management Co Ltd | 5,387 | $348.8K | 0.02% | +744+16.0% | Added |
| FDx Advisors, Inc. | 5,380 | $348.0K | 0.03% | −439−7.5% | Reduced |
| First Manhattan Co | 5,350 | $346.4K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 5,192 | $336.2K | 0.20% | +5,192 | New |
| Guggenheim Capital LLC | 5,120 | $331.5K | 0.00% | −5,555−52.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,061 | $327.7K | 0.01% | −379−7.0% | Reduced |
| Stratos Wealth Partners, LTD. | 5,021 | $325.1K | 0.01% | +330+7.0% | Added |
| Davis R M Inc | 5,001 | $324.0K | 0.01% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 4,976 | $322.2K | 0.11% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 4,973 | $322.0K | 0.21% | +1,225+32.7% | Added |
| Phoenix Holdings Ltd. | 4,900 | $321.2K | 0.01% | −637−11.5% | Reduced |
| Banque Cantonale Vaudoise | 4,927 | $319.0K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,924 | $318.8K | 0.06% | +4,924 | New |
| High Note Wealth, LLC | 4,899 | $317.2K | 0.13% | 00.0% | Unchanged |
| Axq Capital, LP | 4,890 | $316.6K | 0.11% | +4,890 | New |
| Pathstone Family Office, LLC | 4,886 | $316.4K | 0.00% | +4,886 | New |
| Contravisory Investment Management, Inc. | 4,836 | $313.1K | 0.09% | +4,836 | New |
| Prelude Capital Management, LLC | 4,750 | $307.6K | 0.03% | +856+22.0% | Added |
| Armstrong Shaw Associates Inc | 4,749 | $307.5K | 0.32% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 4,700 | $304.3K | 0.09% | 00.0% | Unchanged |
| Heron Bay Capital Management | 4,656 | $301.5K | 0.08% | +429+10.1% | Added |
| Financial & Tax Architects, LLC | 4,529 | $293.3K | 0.09% | −728−13.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,430 | $286.8K | 0.04% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 4,423 | $286.4K | 0.11% | 00.0% | Unchanged |
| Bailard, Inc. | 4,387 | $284.1K | 0.01% | +1,027+30.6% | Added |
| Vident Advisory, LLC | 4,360 | $282.3K | 0.01% | +4,360 | New |
| Nomura Holdings Inc | 4,352 | $281.8K | 0.00% | −7,199−62.3% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,342 | $281.1K | 0.32% | 00.0% | Unchanged |
| AE Wealth Management LLC | 4,337 | $280.8K | 0.00% | +378+9.5% | Added |
| Stephenson National Bank & Trust | 4,332 | $280.5K | 0.16% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 4,317 | $279.5K | 0.01% | +127+3.0% | Added |
| Meeder Asset Management Inc | 4,290 | $277.8K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,217 | $273.0K | 0.01% | +206+5.1% | Added |
| Whitcomb & Hess, Inc. | 4,193 | $271.5K | 0.10% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,131 | $267.5K | 0.12% | +2,880+230.2% | Added |
| Stephens Inc | 4,064 | $263.1K | 0.01% | −1,074−20.9% | Reduced |
| Copperwynd Financial, LLC | 4,046 | $262.0K | 0.12% | −168−4.0% | Reduced |
| USA Financial Portformulas Corp | 4,003 | $259.2K | 0.39% | +3,996+57,085.7% | Added |
| O'Shaughnessy Asset Management, LLC | 3,974 | $257.3K | 0.00% | +3,974 | New |
| Smith Shellnut Wilson LLC | 3,969 | $257.0K | 0.16% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 3,939 | $255.1K | 0.03% | −2,446−38.3% | Reduced |
| OneAscent Financial Services LLC | 3,933 | $255.0K | 0.07% | +634+19.2% | Added |
| Private Advisor Group, LLC | 3,928 | $254.3K | 0.00% | +3,928 | New |
| Fukoku Mutual Life Insurance Co | 3,869 | $250.5K | 0.02% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 3,863 | $250.0K | 0.00% | +3,863 | New |
| Vestcor Inc | 3,846 | $249.0K | 0.01% | 00.0% | Unchanged |