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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, Q1 2024

Institutional positions in PENTAIR plc as of Mar 31, 2024. 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
637
+29 vs. Q4 2023
Shares held
153.0M
−75.8K (0.0%) vs. Q4 2023
Total value
$13.0B
+$1.90B (+17.1%) vs. Q4 2023
New holders
78
196 more added
Sold out
49
240 more reduced

5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 637 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 heldQ1 2024: $13.0B
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, Q1 2024

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q4 2023.

Institutions holding PNR in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Sugarloaf Wealth Management, LLC1$850.00%00.0%Unchanged
Kelly Financial Services LLC1$850.00%00.0%Unchanged
National Pension Service1$850.00%+1New
Tfo-TDC, LLC2$1710.00%−2−50.0%Reduced
SOA Wealth Advisors, LLC.2$1770.00%00.0%Unchanged
Proequities, Inc.3$2560.00%+3New
West Paces Advisors Inc.4$3420.00%00.0%Unchanged
Raleigh Capital Management Inc.5$4270.00%−13−72.2%Reduced
Kelly Lawrence W & Associates Inc5$4270.00%00.0%Unchanged
Retirement Group, LLC5$4270.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.5$4280.00%+5New
Cassady Schiller Wealth Management, LLC6$5130.00%+6New
ZRC Wealth Management, LLC7$5990.00%+7New
Private Trust Co NA8$6840.00%−6−42.9%Reduced
Delta Asset Management LLC8$6840.00%00.0%Unchanged
Fortis Group Advisors, LLC9$7690.00%−9−50.0%Reduced
True Wealth Design, LLC11$9400.00%+5+83.3%Added
Mine & Arao Wealth Creation & Management, LLC.11$9400.00%+11New
TD Waterhouse Canada Inc.12$9990.00%+12New
Valley National Advisers Inc20$1.00K0.00%+1+5.3%Added
Capital Advisors, Ltd. LLC9$1.00K0.00%+9New
Hilltop National Bank12$1.02K0.00%+12New
WR Wealth Planners, LLC12$1.02K0.00%+12New
Dunhill Financial, LLC12$1.06K0.00%+2+20.0%Added
TFC Financial Management13$1.12K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc16$1.16K0.00%00.0%Unchanged
Main Street Group, LTD14$1.19K0.00%+12+600.0%Added
MCF Advisors LLC14$1.20K0.00%00.0%Unchanged
Center for Financial Planning, Inc.14$1.20K0.00%00.0%Unchanged
Albion Financial Group15$1.28K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC16$1.37K0.00%00.0%Unchanged
CVA Family Office, LLC16$1.37K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC16$1.37K0.00%00.0%Unchanged
Hollencrest Capital Management17$1.45K0.00%00.0%Unchanged
Gradient Investments LLC18$1.54K0.00%−32−64.0%Reduced
Laurel Wealth Advisors LLC19$1.62K0.00%00.0%Unchanged
Venturi Wealth Management, LLC20$1.71K0.00%00.0%Unchanged
Independence Bank of Kentucky20$1.71K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC20$1.71K0.00%00.0%Unchanged
St Germain D J Co Inc22$1.88K0.00%+22New
CGC Financial Services, LLC23$1.97K0.00%00.0%Unchanged
Financial Management Professionals, Inc.26$2.00K0.00%+20+333.3%Added
Ronald Blue Trust, Inc.24$2.05K0.00%−15−38.5%Reduced
Wetzel Investment Advisors, Inc.27$2.12K0.00%00.0%Unchanged
Tortoise Investment Management, LLC25$2.16K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC28$2.39K0.00%00.0%Unchanged
MV Capital Management, Inc.29$2.48K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.30$2.56K0.00%+19+172.7%Added
Continuum Advisory, LLC31$2.60K0.00%+31New
PFS Partners, LLC34$2.93K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group35$2.99K0.00%−16−31.4%Reduced
Sunbelt Securities, Inc.35$2.99K0.00%00.0%Unchanged
Zions Bancorporation, N.A.35$2.99K0.00%00.0%Unchanged
Financial Perspectives, Inc36$3.08K0.00%00.0%Unchanged
Raffa Wealth Management, LLC38$3.22K0.00%00.0%Unchanged
Whittier Trust Co39$3.33K0.00%−3−7.1%Reduced
Moisand Fitzgerald Tamayo, LLC39$3.33K0.00%00.0%Unchanged
SJS Investment Consulting Inc.39$3.33K0.00%00.0%Unchanged
Estabrook Capital Management40$3.42K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC42$3.59K0.00%00.0%Unchanged
South State Corp.43$3.67K0.00%+43New
DT Investment Partners, LLC44$3.76K0.00%00.0%Unchanged
Beacon Capital Management, LLC45$3.85K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA44$4.00K0.00%00.0%Unchanged
Tucker Asset Management LLC47$4.02K0.00%+29+161.1%Added
Boyd Watterson Asset Management LLC56$4.79K0.00%00.0%Unchanged
AllSquare Wealth Management LLC56$4.79K0.00%00.0%Unchanged
Rothschild Investment LLC64$5.47K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC64$5.47K0.00%00.0%Unchanged
Private Wealth Management Group, LLC64$5.47K0.00%00.0%Unchanged
FSA Wealth Management LLC67$5.72K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.59$6.00K0.00%+59New
Crewe Advisors LLC71$6.07K0.00%+71New
Bruce G. Allen Investments, LLC73$6.24K0.01%00.0%Unchanged
Sachetta, LLC86$6.25K0.00%00.0%Unchanged
Brown Brothers Harriman & Co74$6.32K0.00%−9−10.8%Reduced
Lowe Wealth Advisors, LLC77$6.58K0.00%00.0%Unchanged
Versant Capital Management, Inc79$6.75K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC80$6.80K0.00%00.0%Unchanged
Smithfield Trust Co84$7.00K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC91$7.78K0.00%00.0%Unchanged
Bell Investment Advisors, Inc100$8.54K0.00%−7−6.5%Reduced
Colonial Trust Co100$8.54K0.00%00.0%Unchanged
Scarborough Advisors, LLC103$8.81K0.00%00.0%Unchanged
Washington Trust Co107$9.14K0.00%00.0%Unchanged
McIlrath & Eck, LLC108$9.23K0.00%+11+11.3%Added
Blue Bell Private Wealth Management, LLC113$9.65K0.00%+8+7.6%Added
Salem Investment Counselors Inc125$10.7K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.126$10.7K0.01%−26−17.1%Reduced
New Covenant Trust Company, N.A.127$10.9K0.01%+127New
Cohen & Steers, Inc.132$11.0K0.00%+132New
Hexagon Capital Partners LLC131$11.2K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc131$11.2K0.00%00.0%Unchanged
First United Bank Trust133$11.4K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.146$12.5K0.00%−54−27.0%Reduced
Global Wealth Strategies & Associates152$13.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC154$13.2K0.00%−3−1.9%Reduced
Sandy Spring Bank166$14.2K0.00%+16+10.7%Added
GHP Investment Advisors, Inc.180$15.4K0.00%00.0%Unchanged
Millburn Ridgefield Corp182$15.6K0.00%−29−13.7%Reduced