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 |
|---|---|---|---|---|---|
| Azimuth Capital Investment Management LLC | 3,493 | $254.0K | 0.01% | −3,357−49.0% | Reduced |
| Inceptionr LLC | 3,524 | $256.2K | 0.18% | +3,524 | New |
| OneAscent Wealth Management LLC | 3,533 | $257.0K | 0.10% | −150−4.1% | Reduced |
| Kestra Advisory Services, LLC | 3,649 | $265.3K | 0.00% | +541+17.4% | Added |
| CWA Asset Management Group, LLC | 3,686 | $268.0K | 0.02% | +3,686 | New |
| Ostrum Asset Management | 3,717 | $270.3K | 0.02% | −5,020−57.5% | Reduced |
| Burney Co | 3,741 | $272.0K | 0.01% | +201+5.7% | Added |
| First Affirmative Financial Network | 3,745 | $272.3K | 0.22% | +639+20.6% | Added |
| Brinker Capital Investments, LLC | 3,928 | $274.3K | 0.00% | +145+3.8% | Added |
| Orion Portfolio Solutions, LLC | 3,928 | $274.3K | 0.00% | +145+3.8% | Added |
| Public Sector Pension Investment Board | 3,777 | $274.6K | 0.00% | −13,876−78.6% | Reduced |
| Vestcor Inc | 3,846 | $280.0K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 3,853 | $280.2K | 0.01% | +3,853 | New |
| Fukoku Mutual Life Insurance Co | 3,869 | $281.3K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 3,903 | $283.7K | 0.01% | +3,903 | New |
| Smith Shellnut Wilson LLC | 3,907 | $284.1K | 0.16% | −62−1.6% | Reduced |
| Private Advisor Group, LLC | 4,019 | $292.2K | 0.00% | +91+2.3% | Added |
| iA Global Asset Management Inc. | 4,057 | $295.0K | 0.01% | +4,057 | New |
| Copperwynd Financial, LLC | 4,093 | $297.6K | 0.12% | +47+1.2% | Added |
| Cipher Capital LP | 4,096 | $297.8K | 0.10% | +311+8.2% | Added |
| Heron Bay Capital Management | 4,104 | $298.4K | 0.07% | −552−11.9% | Reduced |
| AE Wealth Management LLC | 4,145 | $300.3K | 0.00% | −192−4.4% | Reduced |
| SeaCrest Wealth Management, LLC | 4,411 | $303.0K | 0.04% | −2,192−33.2% | Reduced |
| Whitcomb & Hess, Inc. | 4,193 | $304.9K | 0.10% | 00.0% | Unchanged |
| Cetera Advisors LLC | 4,225 | $307.2K | 0.00% | −1,331−24.0% | Reduced |
| Financial & Tax Architects, LLC | 4,267 | $310.3K | 0.09% | −262−5.8% | Reduced |
| Meeder Asset Management Inc | 4,290 | $311.9K | 0.02% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 4,300 | $312.7K | 0.08% | +4,300 | New |
| Bridgefront Capital, LLC | 4,317 | $313.9K | 0.24% | −1,358−23.9% | Reduced |
| Stephenson National Bank & Trust | 4,332 | $315.0K | 0.15% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,342 | $315.7K | 0.33% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 4,400 | $320.0K | 0.17% | +4,400 | New |
| Stratos Wealth Partners, LTD. | 4,401 | $320.1K | 0.01% | −620−12.3% | Reduced |
| Meridian Investment Counsel Inc. | 4,423 | $321.6K | 0.11% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,426 | $321.8K | 0.01% | +209+5.0% | Added |
| O'Shaughnessy Asset Management, LLC | 4,429 | $322.0K | 0.00% | +455+11.4% | Added |
| Marble Harbor Investment Counsel, LLC | 4,430 | $322.1K | 0.04% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 4,500 | $327.2K | 0.14% | −5,500−55.0% | Reduced |
| Cerity Partners LLC | 4,592 | $333.2K | 0.00% | +4,592 | New |
| Credit Agricole S A | 4,677 | $340.1K | 0.01% | +3,124+201.2% | Added |
| Sequoia Financial Advisors, LLC | 4,683 | $340.5K | 0.00% | +4,683 | New |
| Paradigm Asset Management Co LLC | 4,700 | $341.7K | 0.09% | 00.0% | Unchanged |
| Shay Capital LLC | 4,700 | $341.7K | 0.13% | +4,700 | New |
| OneAscent Financial Services LLC | 4,823 | $351.0K | 0.04% | +890+22.6% | Added |
| V-Square Quantitative Management LLC | 4,894 | $355.8K | 0.08% | +763+18.5% | Added |
| High Note Wealth, LLC | 4,899 | $356.2K | 0.13% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 4,976 | $361.8K | 0.11% | 00.0% | Unchanged |
| Davis R M Inc | 5,001 | $363.6K | 0.01% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 5,044 | $366.7K | 0.42% | −903−15.2% | Reduced |
| Mackenzie Financial Corp | 5,055 | $367.5K | 0.00% | −1,066−17.4% | Reduced |
| Addison Capital Co | 5,101 | $370.9K | 0.23% | +5,101 | New |
| Phoenix Holdings Ltd. | 5,072 | $373.0K | 0.01% | +172+3.5% | Added |
| Machina Capital S.A.S. | 5,132 | $373.1K | 0.24% | −4,034−44.0% | Reduced |
| First Manhattan Co | 5,357 | $389.5K | 0.00% | +7+0.1% | Added |
| USA Financial Portformulas Corp | 5,390 | $391.9K | 0.07% | +1,387+34.6% | Added |
| Prime Capital Investment Advisors, LLC | 5,539 | $402.7K | 0.01% | +478+9.4% | Added |
| Global X Japan Co., Ltd. | 5,639 | $410.0K | 0.23% | +5,639 | New |
| Stephens Inc | 5,675 | $412.6K | 0.01% | +1,611+39.6% | Added |
| Guggenheim Capital LLC | 5,701 | $414.5K | 0.00% | +581+11.3% | Added |
| Duality Advisers, LP | 5,705 | $414.8K | 0.04% | +5,705 | New |
| Diametric Capital, LP | 5,783 | $420.5K | 0.26% | −6,396−52.5% | Reduced |
| Annex Advisory Services, LLC | 5,821 | $423.3K | 0.02% | −73−1.2% | Reduced |
| Norinchukin Bank, The | 5,841 | $424.7K | 0.01% | −630−9.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,871 | $426.9K | 0.02% | +484+9.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,889 | $428.2K | 0.03% | −277−4.5% | Reduced |
| RBF Capital, LLC | 6,000 | $436.3K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,033 | $438.7K | 0.01% | −54,084−90.0% | Reduced |
| Main Street Financial Solutions, LLC | 6,134 | $446.0K | 0.06% | +15+0.2% | Added |
| Harbour Investments, Inc. | 6,160 | $447.9K | 0.02% | +141+2.3% | Added |
| Twin Tree Management, LP | 6,191 | $450.1K | 0.01% | +6,191 | New |
| Siemens Fonds Invest GmbH | 6,229 | $452.9K | 0.04% | +421+7.2% | Added |
| Petrus Trust Company, LTA | 6,442 | $468.4K | 0.04% | +6,442 | New |
| APG Asset Management N.V. | 7,312 | $481.3K | 0.00% | +814+12.5% | Added |
| Metropolitan Life Insurance Co | 6,727 | $489.1K | 0.02% | −104−1.5% | Reduced |
| Marco Investment Management LLC | 6,900 | $501.7K | 0.05% | −1,650−19.3% | Reduced |
| Seven Eight Capital, LP | 6,930 | $503.9K | 0.06% | +6,930 | New |
| Globeflex Capital L P | 6,932 | $504.0K | 0.05% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 7,213 | $524.5K | 0.13% | +2,377+49.2% | Added |
| Strategic Blueprint, LLC | 7,303 | $531.0K | 0.04% | −1,912−20.7% | Reduced |
| Greenwich Wealth Management LLC | 7,333 | $533.0K | 0.05% | −7,678−51.1% | Reduced |
| Gitterman Wealth Management, LLC | 7,464 | $542.8K | 0.24% | +4,021+116.8% | Added |
| Handelsinvest Investeringsforvaltning | 7,567 | $550.0K | 0.22% | +7,567 | New |
| Somerset Trust Co | 7,710 | $560.6K | 0.25% | −140−1.8% | Reduced |
| Independent Advisor Alliance | 8,016 | $582.8K | 0.02% | −5,529−40.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,145 | $592.2K | 0.00% | −316−3.7% | Reduced |
| Bailard, Inc. | 8,163 | $593.5K | 0.02% | +3,776+86.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,304 | $603.8K | 0.04% | −550−6.2% | Reduced |
| MML Investors Services, LLC | 8,584 | $624.0K | 0.00% | +2,409+39.0% | Added |
| Mirova | 8,600 | $625.3K | 0.13% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 8,614 | $626.0K | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 8,705 | $632.9K | 0.01% | −36−0.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,794 | $639.4K | 0.05% | +2,985+51.4% | Added |
| Cornerstone Wealth Management, LLC | 8,839 | $642.7K | 0.06% | +26+0.3% | Added |
| Csenge Advisory Group | 8,879 | $645.6K | 0.04% | −2,154−19.5% | Reduced |
| Inspire Advisors, LLC | 8,931 | $649.3K | 0.10% | +1,738+24.2% | Added |
| QRG Capital Management, Inc. | 8,931 | $649.4K | 0.01% | +234+2.7% | Added |
| Quantinno Capital Management LP | 8,994 | $654.0K | 0.02% | −1,965−17.9% | Reduced |
| Pathstone Holdings, LLC | 9,318 | $677.5K | 0.00% | +9,318 | New |
| Blackhawk Capital Partners LLC. | 9,498 | $690.6K | 0.47% | +351+3.8% | Added |
| Commerce Bank | 9,671 | $703.2K | 0.01% | +6,125+172.7% | Added |