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 |
|---|---|---|---|---|---|
| Cullen Capital Management LLC | 3,806 | $246.4K | 0.00% | +3,806 | New |
| Cipher Capital LP | 3,785 | $245.1K | 0.17% | −35,630−90.4% | Reduced |
| 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 |
| OneAscent Wealth Management LLC | 3,683 | $238.0K | 0.10% | +84+2.3% | Added |
| Mutual Advisors, LLC | 3,604 | $233.4K | 0.01% | +3,604 | New |
| Global Retirement Partners, LLC | 3,626 | $232.3K | 0.01% | +66+1.9% | Added |
| Bank of Nova Scotia | 3,561 | $230.6K | 0.00% | −160−4.3% | Reduced |
| Commerce Bank | 3,546 | $229.6K | 0.00% | −201−5.4% | Reduced |
| Burney Co | 3,540 | $229.2K | 0.01% | −605−14.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,483 | $225.4K | 0.00% | −1,996−36.4% | Reduced |
| World Equity Group, Inc. | 3,474 | $224.9K | 0.05% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,443 | $223.0K | 0.11% | −354−9.3% | Reduced |
| Greenleaf Trust | 3,442 | $222.9K | 0.00% | +56+1.7% | Added |
| BSW Wealth Partners | 3,432 | $222.2K | 0.05% | −182−5.0% | Reduced |
| Pflug Koory, LLC | 3,409 | $220.7K | 0.13% | −20−0.6% | Reduced |
| Guardian Wealth Advisors, LLC | 3,399 | $220.1K | 0.17% | −12−0.4% | Reduced |
| Ballentine Partners, LLC | 3,348 | $216.8K | 0.01% | +48+1.5% | Added |
| Clarius Group, LLC | 3,342 | $216.4K | 0.02% | −5−0.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,326 | $215.0K | 0.01% | −404−10.8% | Reduced |
| Veriti Management LLC | 3,320 | $215.0K | 0.02% | −221−6.2% | Reduced |
| Fifth Third Bancorp | 3,293 | $213.2K | 0.00% | +78+2.4% | Added |
| Stevens Capital Management LP | 3,293 | $213.0K | 0.06% | −4,636−58.5% | Reduced |
| Freestone Capital Holdings, LLC | 3,270 | $211.7K | 0.01% | −70−2.1% | Reduced |
| Flagship Harbor Advisors, LLC | 3,200 | $207.2K | 0.02% | +3,200 | New |
| Leavell Investment Management, Inc. | 3,200 | $207.0K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,195 | $203.5K | 0.02% | +105+3.4% | Added |
| Buckingham Strategic Wealth, LLC | 3,139 | $203.3K | 0.00% | +3,139 | New |
| Kestra Advisory Services, LLC | 3,108 | $201.2K | 0.00% | −4,055−56.6% | Reduced |
| Tudor Investment Corp Et Al | 3,107 | $201.2K | 0.00% | −19,462−86.2% | Reduced |
| First Affirmative Financial Network | 3,106 | $201.1K | 0.20% | −82−2.6% | Reduced |
| Horizon Investments, LLC | 2,921 | $188.5K | 0.01% | −45−1.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,799 | $181.2K | 0.01% | +66+2.4% | Added |
| Sit Investment Associates Inc | 2,775 | $180.0K | 0.00% | −350−11.2% | Reduced |
| Wahed Invest LLC | 2,588 | $167.6K | 0.05% | +2,588 | New |
| Larson Financial Group LLC | 2,585 | $167.4K | 0.02% | −6,481−71.5% | Reduced |
| State of Wyoming | 2,581 | $167.1K | 0.04% | +1,968+321.0% | Added |
| Bank of New Hampshire | 2,540 | $164.5K | 0.05% | 00.0% | Unchanged |
| 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 |
| Lazard Asset Management LLC | 2,272 | $147.0K | 0.00% | +457+25.2% | Added |
| Harvest Fund Management Co., Ltd | 2,164 | $140.0K | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 2,056 | $133.1K | 0.01% | −134−6.1% | Reduced |
| Capstone Investment Advisors, LLC | 1,953 | $126.5K | 0.00% | +1,680+615.4% | Added |
| Ameritas Investment Partners, Inc. | 1,906 | $123.4K | 0.00% | −601−24.0% | Reduced |
| GWM Advisors LLC | 1,902 | $123.2K | 0.00% | −4,200−68.8% | Reduced |
| ORG Partners LLC | 1,773 | $114.8K | 0.03% | −8,681−83.0% | Reduced |
| Mendota Financial Group, LLC | 1,707 | $110.5K | 0.12% | −503−22.8% | Reduced |
| Quadrant Capital Group LLC | 1,640 | $106.2K | 0.01% | +48+3.0% | Added |
| Credit Agricole S A | 1,553 | $100.6K | 0.00% | +1,553 | New |
| Parallel Advisors, LLC | 1,320 | $85.5K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,258 | $81.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,170 | $75.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,111 | $71.9K | 0.00% | +107+10.7% | Added |
| Anchor Investment Management, LLC | 1,110 | $71.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,069 | $69.0K | 0.00% | −52−4.6% | Reduced |
| Field & Main Bank | 1,055 | $68.3K | 0.03% | +1,055 | New |
| Investors Research Corp | 1,000 | $64.8K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,000 | $64.8K | 0.02% | +1,000 | New |
| Sentry Investment Management LLC | 950 | $62.0K | 0.03% | −102−9.7% | Reduced |
| Penserra Capital Management LLC | 913 | $59.0K | 0.00% | −146−13.8% | Reduced |
| HM Payson & Co | 760 | $49.2K | 0.00% | +500+192.3% | Added |
| NBC Securities, Inc. | 722 | $46.0K | 0.01% | +722 | New |
| EverSource Wealth Advisors, LLC | 703 | $45.5K | 0.00% | +271+62.7% | Added |
| Covestor Ltd | 653 | $42.0K | 0.03% | −350−34.9% | Reduced |
| Rational Advisors LLC | 633 | $41.0K | 0.00% | +633 | New |
| Central Trust Co | 630 | $40.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 611 | $39.6K | 0.00% | +14+2.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 600 | $38.9K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 538 | $34.8K | 0.00% | +70+15.0% | Added |
| Operose Advisors LLC | 520 | $33.7K | 0.01% | +520 | New |
| Stonebridge Capital Advisors LLC | 473 | $30.6K | 0.00% | +73+18.3% | Added |
| Baystate Wealth Management LLC | 469 | $30.4K | 0.00% | +469 | New |
| Key Financial Inc | 463 | $30.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 409 | $26.5K | 0.00% | +202+97.6% | Added |
| Washington Trust Co | 407 | $26.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 383 | $24.8K | 0.00% | +346+935.1% | Added |
| TD Private Client Wealth LLC | 370 | $24.0K | 0.00% | −4−1.1% | Reduced |
| Annapolis Financial Services, LLC | 350 | $22.7K | 0.01% | +350 | New |
| Allworth Financial LP | 337 | $21.8K | 0.00% | +27+8.7% | Added |
| Massmutual Trust Co FSB | 331 | $21.4K | 0.00% | +16+5.1% | Added |
| New England Capital Financial Advisors LLC | 324 | $21.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 300 | $19.4K | 0.01% | +300 | New |
| Steward Partners Investment Advisory, LLC | 293 | $19.0K | 0.00% | −2−0.7% | Reduced |
| Reitz Capital Advisors LLC | 300 | $18.7K | 0.04% | +300 | New |
| Parkside Financial Bank & Trust | 286 | $18.5K | 0.00% | +77+36.8% | Added |
| Huntington National Bank | 281 | $18.2K | 0.00% | +16+6.0% | Added |
| Loomis Sayles & Co L P | 240 | $16.0K | 0.00% | +149+163.7% | Added |
| Park Place Capital Corp | 240 | $15.5K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 225 | $14.6K | 0.00% | +225 | New |
| Catalyst Capital Advisors LLC | 225 | $14.6K | 0.00% | +225 | New |
| Farther Finance Advisors, LLC | 212 | $13.8K | 0.00% | +35+19.8% | Added |
| Trust Co of Vermont | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 196 | $12.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 189 | $12.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 187 | $12.1K | 0.00% | +29+18.4% | Added |
| GHP Investment Advisors, Inc. | 180 | $11.2K | 0.00% | +22+13.9% | Added |
| Itau Unibanco Holding S.A. | 167 | $10.8K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 158 | $10.2K | 0.00% | −122−43.6% | Reduced |
| Cape Investment Advisory, Inc. | 152 | $9.84K | 0.01% | +100+192.3% | Added |