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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 10,717 | $779.2K | 0.04% | −104−1.0% | Reduced |
| Edgestream Partners, L.P. | 10,499 | $763.4K | 0.05% | +3,568+51.5% | Added |
| Moors & Cabot, Inc. | 10,483 | $762.2K | 0.05% | −350−3.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,466 | $761.0K | 0.00% | −1,598−13.2% | Reduced |
| Truist Financial Corp | 10,457 | $760.3K | 0.00% | +834+8.7% | Added |
| Securian Asset Management, Inc | 10,385 | $755.1K | 0.02% | −1,377−11.7% | Reduced |
| Prelude Capital Management, LLC | 10,133 | $736.8K | 0.06% | +5,383+113.3% | Added |
| Pinnacle Associates Ltd | 10,131 | $736.6K | 0.01% | −266−2.6% | Reduced |
| Louisiana State Employees Retirement System | 10,000 | $727.1K | 0.02% | −200−2.0% | Reduced |
| Mercer Global Advisors Inc | 9,896 | $720.0K | 0.00% | +458+4.9% | Added |
| Tortoise Capital Advisors, L.L.C. | 9,821 | $714.1K | 0.01% | −1,686−14.7% | Reduced |
| American Century Companies Inc | 9,753 | $709.1K | 0.00% | +835+9.4% | Added |
| Sound Financial Strategies Group, LLC | 9,671 | $703.2K | 0.59% | −5,948−38.1% | Reduced |
| Commerce Bank | 9,671 | $703.2K | 0.01% | +6,125+172.7% | Added |
| Blackhawk Capital Partners LLC. | 9,498 | $690.6K | 0.47% | +351+3.8% | Added |
| Pathstone Holdings, LLC | 9,318 | $677.5K | 0.00% | +9,318 | New |
| Quantinno Capital Management LP | 8,994 | $654.0K | 0.02% | −1,965−17.9% | Reduced |
| QRG Capital Management, Inc. | 8,931 | $649.4K | 0.01% | +234+2.7% | Added |
| Inspire Advisors, LLC | 8,931 | $649.3K | 0.10% | +1,738+24.2% | Added |
| Csenge Advisory Group | 8,879 | $645.6K | 0.04% | −2,154−19.5% | Reduced |
| Cornerstone Wealth Management, LLC | 8,839 | $642.7K | 0.06% | +26+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 8,794 | $639.4K | 0.05% | +2,985+51.4% | Added |
| Prudential PLC | 8,705 | $632.9K | 0.01% | −36−0.4% | Reduced |
| New Mexico Educational Retirement Board | 8,614 | $626.0K | 0.02% | 00.0% | Unchanged |
| Mirova | 8,600 | $625.3K | 0.13% | 00.0% | Unchanged |
| MML Investors Services, LLC | 8,584 | $624.0K | 0.00% | +2,409+39.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,304 | $603.8K | 0.04% | −550−6.2% | Reduced |
| Bailard, Inc. | 8,163 | $593.5K | 0.02% | +3,776+86.1% | Added |
| Allspring Global Investments Holdings, LLC | 8,145 | $592.2K | 0.00% | −316−3.7% | Reduced |
| Independent Advisor Alliance | 8,016 | $582.8K | 0.02% | −5,529−40.8% | Reduced |
| Somerset Trust Co | 7,710 | $560.6K | 0.25% | −140−1.8% | Reduced |
| Handelsinvest Investeringsforvaltning | 7,567 | $550.0K | 0.22% | +7,567 | New |
| Gitterman Wealth Management, LLC | 7,464 | $542.8K | 0.24% | +4,021+116.8% | Added |
| Greenwich Wealth Management LLC | 7,333 | $533.0K | 0.05% | −7,678−51.1% | Reduced |
| Strategic Blueprint, LLC | 7,303 | $531.0K | 0.04% | −1,912−20.7% | Reduced |
| Contravisory Investment Management, Inc. | 7,213 | $524.5K | 0.13% | +2,377+49.2% | Added |
| Globeflex Capital L P | 6,932 | $504.0K | 0.05% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 6,930 | $503.9K | 0.06% | +6,930 | New |
| Marco Investment Management LLC | 6,900 | $501.7K | 0.05% | −1,650−19.3% | Reduced |
| Metropolitan Life Insurance Co | 6,727 | $489.1K | 0.02% | −104−1.5% | Reduced |
| APG Asset Management N.V. | 7,312 | $481.3K | 0.00% | +814+12.5% | Added |
| Petrus Trust Company, LTA | 6,442 | $468.4K | 0.04% | +6,442 | New |
| Siemens Fonds Invest GmbH | 6,229 | $452.9K | 0.04% | +421+7.2% | Added |
| Twin Tree Management, LP | 6,191 | $450.1K | 0.01% | +6,191 | New |
| Harbour Investments, Inc. | 6,160 | $447.9K | 0.02% | +141+2.3% | Added |
| Main Street Financial Solutions, LLC | 6,134 | $446.0K | 0.06% | +15+0.2% | Added |
| Jump Financial, LLC | 6,033 | $438.7K | 0.01% | −54,084−90.0% | Reduced |
| RBF Capital, LLC | 6,000 | $436.3K | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 5,889 | $428.2K | 0.03% | −277−4.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,871 | $426.9K | 0.02% | +484+9.0% | Added |
| Norinchukin Bank, The | 5,841 | $424.7K | 0.01% | −630−9.7% | Reduced |
| Annex Advisory Services, LLC | 5,821 | $423.3K | 0.02% | −73−1.2% | Reduced |
| Diametric Capital, LP | 5,783 | $420.5K | 0.26% | −6,396−52.5% | Reduced |
| Duality Advisers, LP | 5,705 | $414.8K | 0.04% | +5,705 | New |
| Guggenheim Capital LLC | 5,701 | $414.5K | 0.00% | +581+11.3% | Added |
| Stephens Inc | 5,675 | $412.6K | 0.01% | +1,611+39.6% | Added |
| Global X Japan Co., Ltd. | 5,639 | $410.0K | 0.23% | +5,639 | New |
| Prime Capital Investment Advisors, LLC | 5,539 | $402.7K | 0.01% | +478+9.4% | Added |
| USA Financial Portformulas Corp | 5,390 | $391.9K | 0.07% | +1,387+34.6% | Added |
| First Manhattan Co | 5,357 | $389.5K | 0.00% | +7+0.1% | Added |
| Machina Capital S.A.S. | 5,132 | $373.1K | 0.24% | −4,034−44.0% | Reduced |
| Phoenix Holdings Ltd. | 5,072 | $373.0K | 0.01% | +172+3.5% | Added |
| Addison Capital Co | 5,101 | $370.9K | 0.23% | +5,101 | New |
| Mackenzie Financial Corp | 5,055 | $367.5K | 0.00% | −1,066−17.4% | Reduced |
| Revisor Wealth Management LLC | 5,044 | $366.7K | 0.42% | −903−15.2% | Reduced |
| Davis R M Inc | 5,001 | $363.6K | 0.01% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 4,976 | $361.8K | 0.11% | 00.0% | Unchanged |
| High Note Wealth, LLC | 4,899 | $356.2K | 0.13% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,894 | $355.8K | 0.08% | +763+18.5% | Added |
| OneAscent Financial Services LLC | 4,823 | $351.0K | 0.04% | +890+22.6% | Added |
| 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 |
| Sequoia Financial Advisors, LLC | 4,683 | $340.5K | 0.00% | +4,683 | New |
| Credit Agricole S A | 4,677 | $340.1K | 0.01% | +3,124+201.2% | Added |
| Cerity Partners LLC | 4,592 | $333.2K | 0.00% | +4,592 | New |
| Argyle Capital Management Inc. | 4,500 | $327.2K | 0.14% | −5,500−55.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,430 | $322.1K | 0.04% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,429 | $322.0K | 0.00% | +455+11.4% | Added |
| Ieq Capital, LLC | 4,426 | $321.8K | 0.01% | +209+5.0% | Added |
| Meridian Investment Counsel Inc. | 4,423 | $321.6K | 0.11% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,401 | $320.1K | 0.01% | −620−12.3% | Reduced |
| New England Research & Management, Inc. | 4,400 | $320.0K | 0.17% | +4,400 | New |
| Alan B. Lancz & Associates, Inc. | 4,342 | $315.7K | 0.33% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 4,332 | $315.0K | 0.15% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,317 | $313.9K | 0.24% | −1,358−23.9% | Reduced |
| Round Rock Advisors, LLC | 4,300 | $312.7K | 0.08% | +4,300 | New |
| Meeder Asset Management Inc | 4,290 | $311.9K | 0.02% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 4,267 | $310.3K | 0.09% | −262−5.8% | Reduced |
| Cetera Advisors LLC | 4,225 | $307.2K | 0.00% | −1,331−24.0% | Reduced |
| Whitcomb & Hess, Inc. | 4,193 | $304.9K | 0.10% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 4,411 | $303.0K | 0.04% | −2,192−33.2% | Reduced |
| AE Wealth Management LLC | 4,145 | $300.3K | 0.00% | −192−4.4% | Reduced |
| Heron Bay Capital Management | 4,104 | $298.4K | 0.07% | −552−11.9% | Reduced |
| Cipher Capital LP | 4,096 | $297.8K | 0.10% | +311+8.2% | Added |
| Copperwynd Financial, LLC | 4,093 | $297.6K | 0.12% | +47+1.2% | Added |
| iA Global Asset Management Inc. | 4,057 | $295.0K | 0.01% | +4,057 | New |
| Private Advisor Group, LLC | 4,019 | $292.2K | 0.00% | +91+2.3% | Added |
| Smith Shellnut Wilson LLC | 3,907 | $284.1K | 0.16% | −62−1.6% | Reduced |
| Concurrent Investment Advisors, LLC | 3,903 | $283.7K | 0.01% | +3,903 | New |
| Fukoku Mutual Life Insurance Co | 3,869 | $281.3K | 0.02% | 00.0% | Unchanged |