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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Catalyst Capital Advisors LLC | 182 | $15.6K | 0.00% | −29−13.7% | Reduced |
| Sittner & Nelson, LLC | 196 | $16.7K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $17.1K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $17.1K | 0.00% | +200 | New |
| Aspect Partners, LLC | 201 | $17.2K | 0.01% | +19+10.4% | Added |
| IFP Advisors, Inc | 216 | $18.5K | 0.00% | +27+14.3% | Added |
| First Horizon Advisors, Inc. | 224 | $19.2K | 0.00% | −61−21.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 235 | $20.1K | 0.01% | +145+161.1% | Added |
| Park Place Capital Corp | 240 | $20.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 245 | $20.7K | 0.00% | +21+9.4% | Added |
| HM Payson & Co | 260 | $22.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 264 | $22.6K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 269 | $23.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 300 | $25.6K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 304 | $25.8K | 0.00% | +268+744.4% | Added |
| TD Private Client Wealth LLC | 323 | $27.6K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 324 | $27.7K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 328 | $28.0K | 0.00% | −2,030−86.1% | Reduced |
| CoreCap Advisors, LLC | 338 | $28.9K | 0.00% | +338 | New |
| Allworth Financial LP | 339 | $29.0K | 0.00% | +11+3.4% | Added |
| Lindbrook Capital, LLC | 342 | $29.2K | 0.00% | +1+0.3% | Added |
| Annapolis Financial Services, LLC | 350 | $29.9K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 392 | $33.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 402 | $34.3K | 0.00% | +14+3.6% | Added |
| Quent Capital, LLC | 402 | $34.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 413 | $35.3K | 0.00% | +119+40.5% | Added |
| Huntington National Bank | 431 | $36.8K | 0.00% | +145+50.7% | Added |
| AdvisorNet Financial, Inc | 450 | $38.4K | 0.00% | −149−24.9% | Reduced |
| Allianz SE | 450 | $38.4K | 0.00% | +450 | New |
| Key Financial Inc | 463 | $39.6K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 520 | $44.4K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 677 | $49.2K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 633 | $54.1K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 659 | $56.3K | 0.00% | +29+4.6% | Added |
| LRI Investments, LLC | 681 | $58.2K | 0.01% | +681 | New |
| Banque Cantonale Vaudoise | 701 | $60.0K | 0.00% | −514−42.3% | Reduced |
| NBC Securities, Inc. | 724 | $61.0K | 0.01% | +1+0.1% | Added |
| Covestor Ltd | 745 | $64.0K | 0.04% | +103+16.0% | Added |
| Field & Main Bank | 840 | $71.8K | 0.03% | −150−15.2% | Reduced |
| Sentry Investment Management LLC | 858 | $73.0K | 0.03% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 907 | $77.5K | 0.05% | −121−11.8% | Reduced |
| Parallel Advisors, LLC | 960 | $82.0K | 0.00% | +95+11.0% | Added |
| GAMMA Investing LLC | 961 | $82.1K | 0.02% | +15+1.6% | Added |
| EverSource Wealth Advisors, LLC | 1,046 | $82.8K | 0.01% | +170+19.4% | Added |
| Van Eck Associates Corp | 990 | $85.0K | 0.00% | −1,650−62.5% | Reduced |
| Signaturefd, LLC | 996 | $85.1K | 0.00% | +72+7.8% | Added |
| JJJ Advisors Inc. | 1,000 | $85.4K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 1,000 | $85.4K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,035 | $88.4K | 0.01% | −75−6.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,090 | $93.1K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,170 | $100.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,258 | $107.5K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1,577 | $134.7K | 0.08% | −130−7.6% | Reduced |
| State of Wyoming | 1,600 | $136.7K | 0.02% | +240+17.6% | Added |
| Quadrant Capital Group LLC | 1,614 | $137.9K | 0.01% | −27−1.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,906 | $162.8K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,319 | $168.6K | 0.00% | +2,319 | New |
| Natixis Investment Managers International | 2,056 | $175.7K | 0.01% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 2,350 | $200.7K | 0.12% | +2,350 | New |
| Affiance Financial, LLC | 2,351 | $200.9K | 0.05% | +2,351 | New |
| Hunter Associates Investment Management LLC | 2,361 | $201.0K | 0.03% | +2,361 | New |
| Avantax Advisory Services, Inc. | 2,372 | $202.7K | 0.00% | +2,372 | New |
| Bradley Foster & Sargent Inc | 2,375 | $202.9K | 0.00% | +2,375 | New |
| Larson Financial Group LLC | 2,389 | $204.2K | 0.02% | −79−3.2% | Reduced |
| Sit Investment Associates Inc | 2,410 | $206.0K | 0.00% | −365−13.2% | Reduced |
| Duality Advisers, LP | 2,469 | $211.0K | 0.02% | −3,236−56.7% | Reduced |
| Horizon Investments, LLC | 2,501 | $213.1K | 0.01% | −100−3.8% | Reduced |
| Portside Wealth Group, LLC | 2,501 | $213.7K | 0.04% | +2,501 | New |
| Bank of New Hampshire | 2,540 | $217.0K | 0.06% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,551 | $217.9K | 0.00% | −2,132−45.5% | Reduced |
| Jump Financial, LLC | 2,605 | $222.6K | 0.01% | −3,428−56.8% | Reduced |
| Investment Management Corp of Ontario | 2,653 | $226.7K | 0.01% | −1,200−31.1% | Reduced |
| SeaCrest Wealth Management, LLC | 2,701 | $230.8K | 0.03% | −1,710−38.8% | Reduced |
| Ci Investments Inc. | 2,703 | $231.0K | 0.00% | +289+12.0% | Added |
| Gibbs Wealth Management | 2,707 | $231.3K | 0.13% | +2,707 | New |
| MQS Management LLC | 2,713 | $231.8K | 0.13% | +2,713 | New |
| Profund Advisors LLC | 2,744 | $234.4K | 0.01% | +2,744 | New |
| HighPoint Advisor Group LLC | 2,842 | $235.0K | 0.02% | +22+0.8% | Added |
| HB Wealth Management, LLC | 2,781 | $237.6K | 0.00% | +2,781 | New |
| Cary Street Partner Investment Advisory LLC | 2,796 | $238.9K | 0.01% | +11+0.4% | Added |
| Old Mission Capital LLC | 2,827 | $241.5K | 0.01% | +2,827 | New |
| Trajan Wealth LLC | 2,833 | $242.1K | 0.02% | +2,833 | New |
| Forum Financial Management, LP | 2,840 | $242.7K | 0.00% | +35+1.2% | Added |
| Creative Financial Designs Inc | 2,862 | $244.5K | 0.02% | +1,847+182.0% | Added |
| BSW Wealth Partners | 2,865 | $244.8K | 0.04% | −415−12.7% | Reduced |
| Glenmede Trust Co NA | 2,870 | $245.2K | 0.00% | −96−3.2% | Reduced |
| CWM, LLC | 2,876 | $246.0K | 0.00% | −93−3.1% | Reduced |
| Seed Wealth Management, Inc. | 2,929 | $247.2K | 0.24% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,925 | $249.9K | 0.04% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,927 | $250.1K | 0.00% | +2,927 | New |
| Coldstream Capital Management Inc | 2,933 | $250.6K | 0.01% | −25−0.8% | Reduced |
| Global Retirement Partners, LLC | 2,975 | $254.2K | 0.01% | −189−6.0% | Reduced |
| Clarius Group, LLC | 3,002 | $256.5K | 0.02% | −70−2.3% | Reduced |
| Freestone Capital Holdings, LLC | 3,010 | $257.2K | 0.01% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 3,028 | $258.7K | 0.02% | +3,028 | New |
| First Affirmative Financial Network | 3,033 | $259.1K | 0.19% | −712−19.0% | Reduced |
| Nebula Research & Development LLC | 3,049 | $260.5K | 0.06% | +3,049 | New |
| ERTS Wealth Advisors, LLC | 3,052 | $260.8K | 0.05% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,277 | $260.9K | 0.01% | +231+7.6% | Added |
| Equitable Holdings, Inc. | 3,062 | $261.6K | 0.00% | +54+1.8% | Added |