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Livermore
Livermore
ZHEN

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, Q4 2023

Institutional positions in PENTAIR plc as of Dec 31, 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
613
+35 vs. Q3 2023
Shares held
153.4M
+5.90M (+4.0%) vs. Q3 2023
Total value
$11.1B
+$1.58B (+16.6%) vs. Q3 2023
New holders
86
214 more added
Sold out
51
206 more reduced

7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 613 institutions
Q1 2021: 522 institutionsQ2 2021: 525 institutionsQ3 2021: 559 institutionsQ4 2021: 604 institutionsQ1 2022: 558 institutionsQ2 2022: 515 institutionsQ3 2022: 494 institutionsQ4 2022: 507 institutionsQ1 2023: 531 institutionsQ2 2023: 554 institutionsQ3 2023: 585 institutionsQ4 2023: 613 institutionsQ1 2024: 637 institutionsQ2 2024: 640 institutionsQ3 2024: 674 institutionsQ4 2024: 718 institutionsQ1 2025: 728 institutionsQ2 2025: 742 institutionsQ3 2025: 767 institutionsQ4 2025: 787 institutionsQ1 2026: 742 institutionsQ2 2026: 730 institutions
Value heldQ4 2023: $11.1B
Q1 2021: $9.27BQ2 2021: $10.1BQ3 2021: $10.9BQ4 2021: $10.7BQ1 2022: $8.04BQ2 2022: $6.57BQ3 2022: $6.13BQ4 2022: $6.80BQ1 2023: $8.27BQ2 2023: $9.51BQ3 2023: $9.55BQ4 2023: $11.1BQ1 2024: $13.0BQ2 2024: $11.8BQ3 2024: $14.6BQ4 2024: $15.1BQ1 2025: $13.1BQ2 2025: $15.3BQ3 2025: $16.9BQ4 2025: $16.0BQ1 2026: $13.3BQ2 2026: $11.7B
Institutions holding PNR and their total value by quarter
QuarterHoldersValue
Q2 2026730$11.7B
Q1 2026742$13.3B
Q4 2025787$16.0B
Q3 2025767$16.9B
Q2 2025742$15.3B
Q1 2025728$13.1B
Q4 2024718$15.1B
Q3 2024674$14.6B
Q2 2024640$11.8B
Q1 2024637$13.0B
Q4 2023613$11.1B
Q3 2023585$9.55B
Q2 2023554$9.51B
Q1 2023531$8.27B
Q4 2022507$6.80B
Q3 2022494$6.13B
Q2 2022515$6.57B
Q1 2022558$8.04B
Q4 2021604$10.7B
Q3 2021559$10.9B
Q2 2021525$10.1B
Q1 2021522$9.27B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q3 2023.

Institutions holding PNR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Markets LLC1$00.00%+1New
Financial Management Professionals, Inc.6$00.00%+6New
Abound Wealth Management1$370.00%+1New
Sugarloaf Wealth Management, LLC1$730.00%00.0%Unchanged
Kelly Financial Services LLC1$730.00%00.0%Unchanged
Main Street Group, LTD2$1450.00%+2New
SOA Wealth Advisors, LLC.2$1500.00%00.0%Unchanged
Tfo-TDC, LLC4$2900.00%00.0%Unchanged
West Paces Advisors Inc.4$2910.00%−146−97.3%Reduced
Kelly Lawrence W & Associates Inc5$3640.00%00.0%Unchanged
Retirement Group, LLC5$3640.00%00.0%Unchanged
Northwest Financial Advisors5$3640.00%+5New
True Wealth Design, LLC6$4370.00%00.0%Unchanged
Focused Wealth Management, Inc7$5270.00%00.0%Unchanged
Delta Asset Management LLC8$5820.00%+8New
Delos Wealth Advisors, LLC9$6550.00%00.0%Unchanged
Dunhill Financial, LLC10$7590.00%+10New
SRS Capital Advisors, Inc.11$8000.00%00.0%Unchanged
TFC Financial Management13$9500.00%00.0%Unchanged
Valley National Advisers Inc19$1.00K0.00%+19New
MCF Advisors LLC14$1.02K0.00%00.0%Unchanged
Center for Financial Planning, Inc.14$1.02K0.00%00.0%Unchanged
Private Trust Co NA14$1.02K0.00%+3+27.3%Added
Albion Financial Group15$1.09K0.00%00.0%Unchanged
EdgeRock Capital LLC15$1.11K0.00%+15New
VisionPoint Advisory Group, LLC16$1.16K0.00%00.0%Unchanged
CVA Family Office, LLC16$1.16K0.00%+16New
Armstrong Advisory Group, Inc16$1.16K0.00%−105−86.8%Reduced
Trifecta Capital Advisors, LLC16$1.16K0.00%00.0%Unchanged
Hollencrest Capital Management17$1.24K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC17$1.24K0.00%+17New
Tucker Asset Management LLC18$1.31K0.00%00.0%Unchanged
Raleigh Capital Management Inc.18$1.31K0.00%+5+38.5%Added
Clearstead Advisors, LLC18$1.31K0.00%+18New
Able Wealth Management LLC18$1.31K0.00%+18New
Fortis Group Advisors, LLC18$1.31K0.00%+9+100.0%Added
Laurel Wealth Advisors LLC19$1.38K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC20$1.45K0.00%−28−58.3%Reduced
Independence Bank of Kentucky20$1.45K0.00%00.0%Unchanged
Venturi Wealth Management, LLC20$1.46K0.00%00.0%Unchanged
BKM Wealth Management, LLC22$1.60K0.00%+22New
CGC Financial Services, LLC23$1.67K0.00%00.0%Unchanged
Tortoise Investment Management, LLC25$1.83K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.39$2.00K0.00%−38−49.4%Reduced
Wetzel Investment Advisors, Inc.27$2.00K0.00%+27New
Carolinas Wealth Consulting LLC28$2.04K0.00%00.0%Unchanged
MV Capital Management, Inc.29$2.11K0.00%+5+20.8%Added
PFS Partners, LLC34$2.48K0.00%00.0%Unchanged
Sunbelt Securities, Inc.35$2.54K0.00%00.0%Unchanged
Zions Bancorporation, N.A.35$2.54K0.00%00.0%Unchanged
Financial Perspectives, Inc36$2.62K0.00%00.0%Unchanged
Cordant, Inc.36$2.62K0.00%+36New
Smartleaf Asset Management LLC36$2.63K0.00%+36New
Raffa Wealth Management, LLC38$2.74K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC39$2.84K0.00%00.0%Unchanged
SJS Investment Consulting Inc.39$2.84K0.00%00.0%Unchanged
Estabrook Capital Management40$2.91K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC40$2.91K0.00%+40New
Beacon Capital Management, LLC45$2.91K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA44$3.00K0.00%−3−6.4%Reduced
Householder Group Estate & Retirement Specialist, LLC42$3.00K0.00%00.0%Unchanged
Whittier Trust Co42$3.05K0.00%−11−20.8%Reduced
DT Investment Partners, LLC44$3.21K0.00%00.0%Unchanged
Gradient Investments LLC50$3.61K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group51$3.71K0.00%−34−40.0%Reduced
Dividend Assets Capital, LLC50$4.00K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC56$4.07K0.00%00.0%Unchanged
AllSquare Wealth Management LLC56$4.07K0.00%00.0%Unchanged
Rothschild Investment LLC64$4.65K0.00%+64New
Frazier Financial Advisors, LLC64$4.65K0.00%+64New
Private Wealth Management Group, LLC64$4.65K0.00%+64New
FSA Wealth Management LLC67$5.00K0.00%+67New
Bruce G. Allen Investments, LLC73$5.31K0.00%+73New
Itau Unibanco Holding S.A.77$5.60K0.00%−90−53.9%Reduced
Lowe Wealth Advisors, LLC77$5.60K0.00%00.0%Unchanged
Versant Capital Management, Inc79$5.74K0.00%+9+12.9%Added
Prestige Wealth Management Group LLC80$5.78K0.00%00.0%Unchanged
West Tower Group, LLC80$5.82K0.01%+80New
Smithfield Trust Co84$6.00K0.00%00.0%Unchanged
Brown Brothers Harriman & Co83$6.04K0.00%+9+12.2%Added
Sachetta, LLC86$6.25K0.00%+86New
Annis Gardner Whiting Capital Advisors, LLC90$6.54K0.00%+30+50.0%Added
Harbor Investment Advisory, LLC91$6.62K0.00%00.0%Unchanged
McIlrath & Eck, LLC97$7.05K0.00%+5+5.4%Added
Colonial Trust Co100$7.27K0.00%00.0%Unchanged
Scarborough Advisors, LLC103$7.47K0.00%+103New
Blue Bell Private Wealth Management, LLC105$7.63K0.00%00.0%Unchanged
Washington Trust Co107$7.78K0.00%−300−73.7%Reduced
Bell Investment Advisors, Inc107$7.78K0.00%+31+40.8%Added
Loomis Sayles & Co L P116$8.00K0.00%−124−51.7%Reduced
Salem Investment Counselors Inc125$9.09K0.00%+125New
Farmers & Merchants Investments Inc131$9.53K0.00%00.0%Unchanged
Hexagon Capital Partners LLC131$9.53K0.00%00.0%Unchanged
First United Bank Trust133$9.67K0.00%+133New
Sandy Spring Bank150$10.9K0.00%00.0%Unchanged
Global Wealth Strategies & Associates152$11.1K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.152$11.1K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC157$11.4K0.00%+13+9.0%Added
GHP Investment Advisors, Inc.180$13.1K0.00%00.0%Unchanged
Aspect Partners, LLC182$13.2K0.01%+182New