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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.

Q4 2023 vs. Q3 2023

How the institutions holding PENTAIR plc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of PNR: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders5857613+35
Shares147.5M61.5K153.4M+5.90M (+4.0%)
Value$9.55B$3.98M$11.1B+$1.58B (+16.6%)

7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (86)

Institutions that held PENTAIR plc at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to PNR in Q4 2023
InstitutionSharesValue% of portfolio
Kodai Capital Management LP2,383,160$173.3M3.53%
Southpoint Capital Advisors LP500,000$36.4M0.78%
Adage Capital Partners GP, L.L.C.409,291$29.8M0.06%
J. Goldman & Co LP277,975$20.2M1.13%
UBS Oconnor LLC111,600$8.11M0.26%
Focus Financial Network Inc61,016$4.44M0.17%
BDL Capital Management63,554$4.11M3.43%
Magnetar Financial LLC55,263$4.02M0.10%
Empowered Funds, LLC47,273$3.44M0.09%
Healthcare of Ontario Pension Plan Trust Fund40,000$2.91M0.01%
Advanced Portfolio Management, LLC21,034$1.53M1.61%
Marshall Wace, LLP16,181$1.18M0.00%
Principal Securities, Inc.15,423$1.12M0.04%
Taika Capital, LP14,000$1.02M0.59%
Davy Global Fund Management Ltd13,314$968.1K0.11%
Point72 Europe (London) LLP12,663$920.7K0.12%
Alyeska Investment Group, L.P.12,635$918.7K0.01%
Quadrature Capital Ltd11,464$833.5K0.02%
Exencial Wealth Advisors, LLC11,271$819.5K0.03%
Intech Investment Management LLC11,270$819.4K0.01%
Numerai GP LLC10,872$790.5K0.28%
Pathstone Holdings, LLC9,318$677.5K0.00%
Handelsinvest Investeringsforvaltning7,567$550.0K0.22%
Seven Eight Capital, LP6,930$503.9K0.06%
Petrus Trust Company, LTA6,442$468.4K0.04%
Twin Tree Management, LP6,191$450.1K0.01%
Duality Advisers, LP5,705$414.8K0.04%
Global X Japan Co., Ltd.5,639$410.0K0.23%
Addison Capital Co5,101$370.9K0.23%
Shay Capital LLC4,700$341.7K0.13%
Sequoia Financial Advisors, LLC4,683$340.5K0.00%
Cerity Partners LLC4,592$333.2K0.00%
New England Research & Management, Inc.4,400$320.0K0.17%
Round Rock Advisors, LLC4,300$312.7K0.08%
iA Global Asset Management Inc.4,057$295.0K0.01%
Concurrent Investment Advisors, LLC3,903$283.7K0.01%
Investment Management Corp of Ontario3,853$280.2K0.01%
CWA Asset Management Group, LLC3,686$268.0K0.02%
Inceptionr LLC3,524$256.2K0.18%
Two Sigma Securities, LLC3,397$247.0K0.01%
HighPoint Advisor Group LLC2,820$233.0K0.02%
FJ Investments, LLC3,106$225.8K0.01%
ERTS Wealth Advisors, LLC3,052$221.9K0.05%
Merit Financial Group, LLC3,046$221.5K0.01%
Equitable Holdings, Inc.3,008$218.7K0.00%
Glenmede Trust Co NA2,966$215.7K0.00%
Coldstream Capital Management Inc2,958$215.1K0.01%
LVW Advisors, LLC2,925$212.7K0.04%
Seed Wealth Management, Inc.2,929$207.7K0.21%
Forum Financial Management, LP2,805$204.0K0.00%
McGlone Suttner Wealth Management, Inc.1,455$105.8K0.02%
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,090$79.3K0.04%
Richardson Financial Services Inc.1,028$74.7K0.07%
GAMMA Investing LLC946$69.2K0.02%
Turtle Creek Wealth Advisors, LLC277$20.1K0.01%
Fortitude Family Office, LLC264$19.2K0.01%
Cullen/Frost Bankers, Inc.200$14.5K0.00%
Aspect Partners, LLC182$13.2K0.01%
First United Bank Trust133$9.67K0.00%
Salem Investment Counselors Inc125$9.09K0.00%
Scarborough Advisors, LLC103$7.47K0.00%
Sachetta, LLC86$6.25K0.00%
West Tower Group, LLC80$5.82K0.01%
Bruce G. Allen Investments, LLC73$5.31K0.00%
FSA Wealth Management LLC67$5.00K0.00%
Frazier Financial Advisors, LLC64$4.65K0.00%
Private Wealth Management Group, LLC64$4.65K0.00%
Rothschild Investment LLC64$4.65K0.00%
Provenance Wealth Advisors, LLC40$2.91K0.00%
Smartleaf Asset Management LLC36$2.63K0.00%
Cordant, Inc.36$2.62K0.00%
Wetzel Investment Advisors, Inc.27$2.00K0.00%
BKM Wealth Management, LLC22$1.60K0.00%
Clearstead Advisors, LLC18$1.31K0.00%
Able Wealth Management LLC18$1.31K0.00%
Rockbridge Investment Management, LCC17$1.24K0.00%
CVA Family Office, LLC16$1.16K0.00%
EdgeRock Capital LLC15$1.11K0.00%
Valley National Advisers Inc19$1.00K0.00%
Dunhill Financial, LLC10$7590.00%
Delta Asset Management LLC8$5820.00%
Northwest Financial Advisors5$3640.00%
Main Street Group, LTD2$1450.00%
Abound Wealth Management1$370.00%
Clear Street Markets LLC1$00.00%
Financial Management Professionals, Inc.6$00.00%

Sold out (51)

Institutions that held PENTAIR plc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of PNR in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Lord, Abbett & Co. LLC325,000$21.0M
Point72 Asset Management, L.P.254,489$16.5M
Canada Pension Plan Investment Board228,000$14.8M
Citadel Advisors LLC196,881$12.7M
Lighthouse Investment Partners, LLC110,359$7.15M
Massachusetts Financial Services Co67,933$4.40M
Y-Intercept (Hong Kong) Ltd25,926$1.68M
Sandbar Asset Management LLP20,803$1.35M
Cookson Peirce & Co Inc19,102$1.24M
Oak Thistle LLC17,760$1.15M
Everence Capital Management Inc17,330$1.12M
Concentric Capital Strategies, LP16,603$1.08M
Echo Street Capital Management LLC16,202$1.05M
Qsemble Capital Management, LP13,800$893.5K
Agf Management Ltd13,500$874.1K
Jefferies Financial Group Inc.12,300$796.4K
CWM Advisors, LLC11,302$731.8K
Teza Capital Management LLC11,266$729.5K
Centiva Capital, LP10,060$651.4K
Symmetry Partners, LLC9,074$588.0K
Boothbay Fund Management, LLC7,408$479.7K
Sciencast Management LP6,893$446.3K
Voloridge Investment Management, LLC5,829$377.4K
Blueshift Asset Management, LLC5,192$336.2K
Values First Advisors, Inc.4,973$322.0K
Aigen Investment Management, LP4,924$318.8K
Campbell & CO Investment Adviser LLC3,939$255.1K
Cullen Capital Management LLC3,806$246.4K
Mutual Advisors, LLC3,604$233.4K
Flagship Harbor Advisors, LLC3,200$207.2K
Tudor Investment Corp Et Al3,107$201.2K
Lazard Asset Management LLC2,272$147.0K
Capstone Investment Advisors, LLC1,953$126.5K
ORG Partners LLC1,773$114.8K
Stonebridge Capital Advisors LLC473$30.6K
Reitz Capital Advisors LLC300$18.7K
Desjardins Global Asset Management Inc.158$10.2K
Quarry LP96$6.22K
Earnest Partners LLC77$4.99K
Capital Analysts, LLC40$3.00K
Motco40$2.59K
Providence Capital Advisors, LLC40$2.59K
Optiver Holding B.V.40$2.59K
Macroview Investment Management LLC25$1.62K
Bollard Group LLC10$1.00K
Centerpoint Advisors, LLC13$1.00K
SkyView Investment Advisors, LLC12$1.00K
North Star Investment Management Corp.12$777
Robbins Farley LLC8$518
Proequities, Inc.2$129
Avion Wealth8$0

Not filed for Q4 2023 yet (7)

Institutions that held PENTAIR plc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PNR in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Focus Financial Network, Inc.47,264$3.06M
Pathstone Family Office, LLC4,886$316.4K
Armstrong Shaw Associates Inc4,749$307.5K
Advisor Partners II, LLC4,317$279.5K
Steward Financial Group LLC139$9.00K
Sutton Wealth Advisors Inc.56$3.63K
KB Financial Partners, LLC41$3.00K