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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 189 | $13.7K | 0.00% | −220−53.8% | Reduced |
| Sittner & Nelson, LLC | 196 | $14.3K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $14.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $14.5K | 0.00% | +200 | New |
| Millburn Ridgefield Corp | 211 | $15.3K | 0.00% | −14−6.2% | Reduced |
| Catalyst Capital Advisors LLC | 211 | $15.3K | 0.00% | −14−6.2% | Reduced |
| Farther Finance Advisors, LLC | 224 | $16.3K | 0.00% | +12+5.7% | Added |
| Park Place Capital Corp | 240 | $17.4K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 260 | $18.9K | 0.00% | −500−65.8% | Reduced |
| Fortitude Family Office, LLC | 264 | $19.2K | 0.01% | +264 | New |
| Parkside Financial Bank & Trust | 269 | $19.6K | 0.00% | −17−5.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 277 | $20.1K | 0.01% | +277 | New |
| First Horizon Advisors, Inc. | 285 | $20.7K | 0.00% | +178+166.4% | Added |
| Huntington National Bank | 286 | $20.8K | 0.00% | +5+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 294 | $21.4K | 0.00% | +1+0.3% | Added |
| Adirondack Trust Co | 300 | $23.3K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 323 | $23.5K | 0.00% | −47−12.7% | Reduced |
| New England Capital Financial Advisors LLC | 324 | $23.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 328 | $23.8K | 0.00% | −9−2.7% | Reduced |
| Lindbrook Capital, LLC | 341 | $24.8K | 0.00% | +154+82.4% | Added |
| Annapolis Financial Services, LLC | 350 | $25.4K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 392 | $28.0K | 0.00% | −1,772−81.9% | Reduced |
| Massmutual Trust Co FSB | 388 | $28.2K | 0.00% | +57+17.2% | Added |
| Quent Capital, LLC | 402 | $29.2K | 0.00% | +213+112.7% | Added |
| Key Financial Inc | 463 | $33.7K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 464 | $33.8K | 0.00% | −5−1.1% | Reduced |
| Operose Advisors LLC | 520 | $37.8K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 599 | $43.6K | 0.00% | −12−2.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 600 | $43.6K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 630 | $45.8K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 633 | $46.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 642 | $47.0K | 0.03% | −11−1.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 677 | $49.2K | 0.00% | −12,141−94.7% | Reduced |
| NBC Securities, Inc. | 723 | $52.0K | 0.01% | +1+0.1% | Added |
| Penserra Capital Management LLC | 753 | $54.0K | 0.00% | −160−17.5% | Reduced |
| Sentry Investment Management LLC | 858 | $62.0K | 0.03% | −92−9.7% | Reduced |
| Parallel Advisors, LLC | 865 | $62.9K | 0.00% | −455−34.5% | Reduced |
| EverSource Wealth Advisors, LLC | 876 | $63.6K | 0.01% | +173+24.6% | Added |
| Signaturefd, LLC | 924 | $67.2K | 0.00% | −187−16.8% | Reduced |
| GAMMA Investing LLC | 946 | $69.2K | 0.02% | +946 | New |
| Field & Main Bank | 990 | $72.0K | 0.03% | −65−6.2% | Reduced |
| JJJ Advisors Inc. | 1,000 | $72.7K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 1,000 | $72.7K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,015 | $73.8K | 0.01% | +477+88.7% | Added |
| Richardson Financial Services Inc. | 1,028 | $74.7K | 0.07% | +1,028 | New |
| Bessemer Group Inc | 1,091 | $79.0K | 0.00% | +22+2.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,090 | $79.3K | 0.04% | +1,090 | New |
| Anchor Investment Management, LLC | 1,110 | $80.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,170 | $85.1K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,215 | $88.0K | 0.00% | −3,712−75.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,258 | $91.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,360 | $98.9K | 0.02% | −1,221−47.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,455 | $105.8K | 0.02% | +1,455 | New |
| Quadrant Capital Group LLC | 1,641 | $119.3K | 0.01% | +1+0.1% | Added |
| Mendota Financial Group, LLC | 1,707 | $124.1K | 0.10% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,903 | $138.4K | 0.00% | +1+0.1% | Added |
| Ameritas Investment Partners, Inc. | 1,906 | $138.6K | 0.01% | 00.0% | Unchanged |
| Natixis Investment Managers International | 2,056 | $149.5K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 2,358 | $171.4K | 0.00% | +1,975+515.7% | Added |
| Ci Investments Inc. | 2,414 | $176.0K | 0.00% | +62+2.6% | Added |
| Larson Financial Group LLC | 2,468 | $179.4K | 0.02% | −117−4.5% | Reduced |
| Bank of New Hampshire | 2,540 | $184.7K | 0.05% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,601 | $188.5K | 0.01% | −320−11.0% | Reduced |
| Van Eck Associates Corp | 2,640 | $192.0K | 0.00% | −4,375−62.4% | Reduced |
| Sit Investment Associates Inc | 2,775 | $202.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,785 | $202.5K | 0.01% | −14−0.5% | Reduced |
| Wahed Invest LLC | 2,799 | $203.5K | 0.06% | +211+8.2% | Added |
| Forum Financial Management, LP | 2,805 | $204.0K | 0.00% | +2,805 | New |
| Seed Wealth Management, Inc. | 2,929 | $207.7K | 0.21% | +2,929 | New |
| Sigma Planning Corp | 2,886 | $209.8K | 0.02% | −5,539−65.7% | Reduced |
| LVW Advisors, LLC | 2,925 | $212.7K | 0.04% | +2,925 | New |
| Coldstream Capital Management Inc | 2,958 | $215.1K | 0.01% | +2,958 | New |
| Glenmede Trust Co NA | 2,966 | $215.7K | 0.00% | +2,966 | New |
| CWM, LLC | 2,969 | $216.0K | 0.00% | +620+26.4% | Added |
| Equitable Holdings, Inc. | 3,008 | $218.7K | 0.00% | +3,008 | New |
| Freestone Capital Holdings, LLC | 3,010 | $218.9K | 0.01% | −260−8.0% | Reduced |
| Merit Financial Group, LLC | 3,046 | $221.5K | 0.01% | +3,046 | New |
| ERTS Wealth Advisors, LLC | 3,052 | $221.9K | 0.05% | +3,052 | New |
| Clarius Group, LLC | 3,072 | $223.4K | 0.02% | −270−8.1% | Reduced |
| Global Retirement Partners, LLC | 3,164 | $223.7K | 0.01% | −462−12.7% | Reduced |
| Fifth Third Bancorp | 3,085 | $224.3K | 0.00% | −208−6.3% | Reduced |
| FJ Investments, LLC | 3,106 | $225.8K | 0.01% | +3,106 | New |
| Wedmont Private Capital | 3,248 | $226.8K | 0.02% | +53+1.7% | Added |
| Stevens Capital Management LP | 3,143 | $229.0K | 0.06% | −150−4.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,179 | $231.1K | 0.00% | +40+1.3% | Added |
| FDx Advisors, Inc. | 3,209 | $233.0K | 0.02% | −2,171−40.4% | Reduced |
| Leavell Investment Management, Inc. | 3,200 | $233.0K | 0.01% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 2,820 | $233.0K | 0.02% | +2,820 | New |
| Advisory Services Network, LLC | 3,273 | $238.0K | 0.01% | −2,973−47.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,280 | $238.4K | 0.00% | −203−5.8% | Reduced |
| BSW Wealth Partners | 3,280 | $238.5K | 0.05% | −152−4.4% | Reduced |
| Pflug Koory, LLC | 3,319 | $241.3K | 0.13% | −90−2.6% | Reduced |
| Ballentine Partners, LLC | 3,351 | $243.7K | 0.00% | +3+0.1% | Added |
| Two Sigma Securities, LLC | 3,397 | $247.0K | 0.01% | +3,397 | New |
| Benjamin F. Edwards & Company, Inc. | 3,414 | $248.0K | 0.00% | +88+2.6% | Added |
| Veriti Management LLC | 3,418 | $248.5K | 0.02% | +98+3.0% | Added |
| Guardian Wealth Advisors, LLC | 3,438 | $250.0K | 0.17% | +39+1.1% | Added |
| Bank of Nova Scotia | 3,465 | $251.9K | 0.00% | −96−2.7% | Reduced |
| World Equity Group, Inc. | 3,474 | $252.6K | 0.05% | 00.0% | Unchanged |
| Greenleaf Trust | 3,481 | $253.1K | 0.00% | +39+1.1% | Added |