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 |
|---|---|---|---|---|---|
| Global Wealth Strategies & Associates | 152 | $9.84K | 0.00% | +152 | New |
| Sandy Spring Bank | 150 | $9.71K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 150 | $9.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 144 | $9.32K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 139 | $9.00K | 0.00% | +139 | New |
| Farmers & Merchants Investments Inc | 131 | $8.48K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 131 | $8.48K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 121 | $7.83K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 107 | $6.95K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 105 | $6.80K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $6.47K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 96 | $6.22K | 0.00% | +96 | New |
| McIlrath & Eck, LLC | 92 | $5.96K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 91 | $5.89K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 85 | $5.50K | 0.00% | +85 | New |
| Prestige Wealth Management Group LLC | 80 | $5.15K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 84 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 77 | $5.00K | 0.00% | +45+140.6% | Added |
| Earnest Partners LLC | 77 | $4.99K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 77 | $4.99K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 76 | $4.92K | 0.00% | −15−16.5% | Reduced |
| Brown Brothers Harriman & Co | 74 | $4.79K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 70 | $4.53K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 60 | $3.88K | 0.00% | +60 | New |
| Boyd Watterson Asset Management LLC | 56 | $3.63K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 56 | $3.63K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 56 | $3.63K | 0.00% | +28+100.0% | Added |
| Whittier Trust Co | 53 | $3.43K | 0.00% | +10+23.3% | Added |
| Gradient Investments LLC | 50 | $3.22K | 0.00% | −14−21.9% | Reduced |
| Glen Eagle Advisors, LLC | 48 | $3.11K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Beacon Capital Management, LLC | 45 | $2.91K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 44 | $2.85K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 42 | $2.72K | 0.00% | +42 | New |
| Estabrook Capital Management | 40 | $2.59K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 40 | $2.59K | 0.00% | 00.0% | Unchanged |
| Motco | 40 | $2.59K | 0.00% | +39+3,900.0% | Added |
| Providence Capital Advisors, LLC | 40 | $2.59K | 0.00% | +40 | New |
| Moisand Fitzgerald Tamayo, LLC | 39 | $2.53K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $2.53K | 0.00% | +1+2.6% | Added |
| Raffa Wealth Management, LLC | 38 | $2.44K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 36 | $2.33K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 35 | $2.27K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 35 | $2.27K | 0.00% | +35 | New |
| PFS Partners, LLC | 34 | $2.20K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 29 | $1.88K | 0.00% | −23,534−99.9% | Reduced |
| Carolinas Wealth Consulting LLC | 28 | $1.63K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 25 | $1.62K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 25 | $1.62K | 0.00% | +25 | New |
| MV Capital Management, Inc. | 24 | $1.55K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 23 | $1.49K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 20 | $1.29K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 20 | $1.29K | 0.00% | +17+566.7% | Added |
| Laurel Wealth Advisors LLC | 19 | $1.23K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 17 | $1.10K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 16 | $1.04K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 16 | $1.04K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 15 | $972 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 14 | $907 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 14 | $907 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $846 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13 | $842 | 0.00% | +13 | New |
| North Star Investment Management Corp. | 12 | $777 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 11 | $713 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 11 | $712 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 9 | $633 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 9 | $583 | 0.00% | +9 | New |
| Robbins Farley LLC | 8 | $518 | 0.00% | +8 | New |
| Focused Wealth Management, Inc | 7 | $467 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $389 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 5 | $324 | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 5 | $324 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $258 | 0.00% | +2+100.0% | Added |
| SOA Wealth Advisors, LLC. | 2 | $133 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2 | $129 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −298,928−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −140,328−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −100,058−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −63,447−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −57,792−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −36,716−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −20,280−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −16,684−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −10,378−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,648−100.0% | Sold out |
| Q3 Asset Management | 0 | $0 | 0.00% | −8,458−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,464−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −6,985−100.0% | Sold out |
| Sonen Capital LLC | 0 | $0 | 0.00% | −6,541−100.0% | Sold out |