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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
Investment Management Corp of Ontario3,853$280.2K0.01%+3,853New
Vestcor Inc3,846$280.0K0.01%00.0%Unchanged
Public Sector Pension Investment Board3,777$274.6K0.00%−13,876−78.6%Reduced
Brinker Capital Investments, LLC3,928$274.3K0.00%+145+3.8%Added
Orion Portfolio Solutions, LLC3,928$274.3K0.00%+145+3.8%Added
First Affirmative Financial Network3,745$272.3K0.22%+639+20.6%Added
Burney Co3,741$272.0K0.01%+201+5.7%Added
Ostrum Asset Management3,717$270.3K0.02%−5,020−57.5%Reduced
CWA Asset Management Group, LLC3,686$268.0K0.02%+3,686New
Kestra Advisory Services, LLC3,649$265.3K0.00%+541+17.4%Added
OneAscent Wealth Management LLC3,533$257.0K0.10%−150−4.1%Reduced
Inceptionr LLC3,524$256.2K0.18%+3,524New
Azimuth Capital Investment Management LLC3,493$254.0K0.01%−3,357−49.0%Reduced
Greenleaf Trust3,481$253.1K0.00%+39+1.1%Added
World Equity Group, Inc.3,474$252.6K0.05%00.0%Unchanged
Bank of Nova Scotia3,465$251.9K0.00%−96−2.7%Reduced
Guardian Wealth Advisors, LLC3,438$250.0K0.17%+39+1.1%Added
Veriti Management LLC3,418$248.5K0.02%+98+3.0%Added
Benjamin F. Edwards & Company, Inc.3,414$248.0K0.00%+88+2.6%Added
Two Sigma Securities, LLC3,397$247.0K0.01%+3,397New
Ballentine Partners, LLC3,351$243.7K0.00%+3+0.1%Added
Pflug Koory, LLC3,319$241.3K0.13%−90−2.6%Reduced
BSW Wealth Partners3,280$238.5K0.05%−152−4.4%Reduced
Northwestern Mutual Wealth Management Co3,280$238.4K0.00%−203−5.8%Reduced
Advisory Services Network, LLC3,273$238.0K0.01%−2,973−47.6%Reduced
FDx Advisors, Inc.3,209$233.0K0.02%−2,171−40.4%Reduced
Leavell Investment Management, Inc.3,200$233.0K0.01%00.0%Unchanged
HighPoint Advisor Group LLC2,820$233.0K0.02%+2,820New
Buckingham Strategic Wealth, LLC3,179$231.1K0.00%+40+1.3%Added
Stevens Capital Management LP3,143$229.0K0.06%−150−4.6%Reduced
Wedmont Private Capital3,248$226.8K0.02%+53+1.7%Added
FJ Investments, LLC3,106$225.8K0.01%+3,106New
Fifth Third Bancorp3,085$224.3K0.00%−208−6.3%Reduced
Global Retirement Partners, LLC3,164$223.7K0.01%−462−12.7%Reduced
Clarius Group, LLC3,072$223.4K0.02%−270−8.1%Reduced
ERTS Wealth Advisors, LLC3,052$221.9K0.05%+3,052New
Merit Financial Group, LLC3,046$221.5K0.01%+3,046New
Freestone Capital Holdings, LLC3,010$218.9K0.01%−260−8.0%Reduced
Equitable Holdings, Inc.3,008$218.7K0.00%+3,008New
CWM, LLC2,969$216.0K0.00%+620+26.4%Added
Glenmede Trust Co NA2,966$215.7K0.00%+2,966New
Coldstream Capital Management Inc2,958$215.1K0.01%+2,958New
LVW Advisors, LLC2,925$212.7K0.04%+2,925New
Sigma Planning Corp2,886$209.8K0.02%−5,539−65.7%Reduced
Seed Wealth Management, Inc.2,929$207.7K0.21%+2,929New
Forum Financial Management, LP2,805$204.0K0.00%+2,805New
Wahed Invest LLC2,799$203.5K0.06%+211+8.2%Added
Cary Street Partner Investment Advisory LLC2,785$202.5K0.01%−14−0.5%Reduced
Sit Investment Associates Inc2,775$202.0K0.00%00.0%Unchanged
Van Eck Associates Corp2,640$192.0K0.00%−4,375−62.4%Reduced
Horizon Investments, LLC2,601$188.5K0.01%−320−11.0%Reduced
Bank of New Hampshire2,540$184.7K0.05%00.0%Unchanged
Larson Financial Group LLC2,468$179.4K0.02%−117−4.5%Reduced
Ci Investments Inc.2,414$176.0K0.00%+62+2.6%Added
Assetmark, Inc2,358$171.4K0.00%+1,975+515.7%Added
Natixis Investment Managers International2,056$149.5K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.1,906$138.6K0.01%00.0%Unchanged
GWM Advisors LLC1,903$138.4K0.00%+1+0.1%Added
Mendota Financial Group, LLC1,707$124.1K0.10%00.0%Unchanged
Quadrant Capital Group LLC1,641$119.3K0.01%+1+0.1%Added
McGlone Suttner Wealth Management, Inc.1,455$105.8K0.02%+1,455New
State of Wyoming1,360$98.9K0.02%−1,221−47.3%Reduced
Edmond de Rothschild Holding S.A.1,258$91.5K0.00%00.0%Unchanged
Banque Cantonale Vaudoise1,215$88.0K0.00%−3,712−75.3%Reduced
Whittier Trust Co of Nevada Inc1,170$85.1K0.00%00.0%Unchanged
Anchor Investment Management, LLC1,110$80.7K0.01%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,090$79.3K0.04%+1,090New
Bessemer Group Inc1,091$79.0K0.00%+22+2.1%Added
Richardson Financial Services Inc.1,028$74.7K0.07%+1,028New
Creative Financial Designs Inc1,015$73.8K0.01%+477+88.7%Added
JJJ Advisors Inc.1,000$72.7K0.02%00.0%Unchanged
Investors Research Corp1,000$72.7K0.02%00.0%Unchanged
Field & Main Bank990$72.0K0.03%−65−6.2%Reduced
GAMMA Investing LLC946$69.2K0.02%+946New
Signaturefd, LLC924$67.2K0.00%−187−16.8%Reduced
EverSource Wealth Advisors, LLC876$63.6K0.01%+173+24.6%Added
Parallel Advisors, LLC865$62.9K0.00%−455−34.5%Reduced
Sentry Investment Management LLC858$62.0K0.03%−92−9.7%Reduced
Penserra Capital Management LLC753$54.0K0.00%−160−17.5%Reduced
NBC Securities, Inc.723$52.0K0.01%+1+0.1%Added
Federation des caisses Desjardins du Quebec677$49.2K0.00%−12,141−94.7%Reduced
Covestor Ltd642$47.0K0.03%−11−1.7%Reduced
Rational Advisors LLC633$46.0K0.00%00.0%Unchanged
Central Trust Co630$45.8K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.600$43.6K0.01%00.0%Unchanged
AdvisorNet Financial, Inc599$43.6K0.00%−12−2.0%Reduced
Operose Advisors LLC520$37.8K0.02%00.0%Unchanged
Baystate Wealth Management LLC464$33.8K0.00%−5−1.1%Reduced
Key Financial Inc463$33.7K0.01%00.0%Unchanged
Quent Capital, LLC402$29.2K0.00%+213+112.7%Added
Massmutual Trust Co FSB388$28.2K0.00%+57+17.2%Added
Harvest Fund Management Co., Ltd392$28.0K0.00%−1,772−81.9%Reduced
Annapolis Financial Services, LLC350$25.4K0.01%00.0%Unchanged
Lindbrook Capital, LLC341$24.8K0.00%+154+82.4%Added
Allworth Financial LP328$23.8K0.00%−9−2.7%Reduced
New England Capital Financial Advisors LLC324$23.6K0.01%00.0%Unchanged
TD Private Client Wealth LLC323$23.5K0.00%−47−12.7%Reduced
Adirondack Trust Co300$23.3K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC294$21.4K0.00%+1+0.3%Added
Huntington National Bank286$20.8K0.00%+5+1.8%Added