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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 3,110 | $265.7K | 0.01% | +3,110 | New |
| OneAscent Wealth Management LLC | 3,114 | $266.0K | 0.10% | −419−11.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,154 | $269.4K | 0.00% | −126−3.8% | Reduced |
| Vinva Investment Management Ltd | 3,179 | $271.6K | 0.02% | +3,179 | New |
| Leavell Investment Management, Inc. | 3,200 | $273.0K | 0.02% | 00.0% | Unchanged |
| Wahed Invest LLC | 3,201 | $273.5K | 0.06% | +402+14.4% | Added |
| Buckingham Strategic Wealth, LLC | 3,203 | $273.7K | 0.00% | +24+0.8% | Added |
| Wedmont Private Capital | 3,275 | $274.2K | 0.02% | +27+0.8% | Added |
| Walleye Trading LLC | 3,247 | $277.4K | 0.00% | −11,286−77.7% | Reduced |
| Copperwynd Financial, LLC | 3,275 | $279.8K | 0.10% | −818−20.0% | Reduced |
| Teza Capital Management LLC | 3,297 | $281.7K | 0.04% | +3,297 | New |
| Pflug Koory, LLC | 3,319 | $283.6K | 0.14% | 00.0% | Unchanged |
| Bank of Nova Scotia | 3,350 | $286.2K | 0.00% | −115−3.3% | Reduced |
| Fifth Third Bancorp | 3,356 | $286.7K | 0.00% | +271+8.8% | Added |
| Bill Few Associates, Inc. | 3,358 | $286.9K | 0.12% | +3,358 | New |
| PFG Investments, LLC | 3,401 | $290.6K | 0.02% | +3,401 | New |
| Petrus Trust Company, LTA | 3,403 | $290.8K | 0.03% | −3,039−47.2% | Reduced |
| Guardian Wealth Advisors, LLC | 3,411 | $291.4K | 0.19% | −27−0.8% | Reduced |
| Capstone Investment Advisors, LLC | 3,436 | $293.6K | 0.01% | +3,436 | New |
| Gitterman Wealth Management, LLC | 3,437 | $293.7K | 0.11% | −4,027−54.0% | Reduced |
| Azimuth Capital Investment Management LLC | 3,443 | $294.2K | 0.01% | −50−1.4% | Reduced |
| World Equity Group, Inc. | 3,474 | $296.8K | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 3,499 | $299.0K | 0.00% | +18+0.5% | Added |
| Paradigm Asset Management Co LLC | 3,500 | $299.0K | 0.08% | −1,200−25.5% | Reduced |
| Veriti Management LLC | 3,558 | $304.0K | 0.02% | +140+4.1% | Added |
| Ballentine Partners, LLC | 3,646 | $311.5K | 0.01% | +295+8.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,668 | $313.0K | 0.01% | +254+7.4% | Added |
| Brinker Capital Investments, LLC | 3,738 | $319.4K | 0.00% | −190−4.8% | Reduced |
| Orion Portfolio Solutions, LLC | 3,738 | $319.4K | 0.00% | −190−4.8% | Reduced |
| Burney Co | 3,741 | $319.6K | 0.01% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 3,777 | $322.7K | 0.00% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,790 | $323.8K | 0.11% | −633−14.3% | Reduced |
| Vestcor Inc | 3,794 | $324.0K | 0.01% | −52−1.4% | Reduced |
| Cullen Capital Management LLC | 3,832 | $327.4K | 0.00% | +3,832 | New |
| Fukoku Mutual Life Insurance Co | 3,869 | $330.6K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,887 | $332.1K | 0.02% | +3,887 | New |
| Kestra Advisory Services, LLC | 3,903 | $333.5K | 0.00% | +254+7.0% | Added |
| Smith Shellnut Wilson LLC | 3,907 | $333.8K | 0.18% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,026 | $344.0K | 0.01% | −375−8.5% | Reduced |
| Heron Bay Capital Management | 4,102 | $350.5K | 0.07% | −20.0% | Reduced |
| Two Sigma Securities, LLC | 4,114 | $351.5K | 0.02% | +717+21.1% | Added |
| Oxford Financial Group Ltd | 4,142 | $353.9K | 0.02% | +4,142 | New |
| Private Advisor Group, LLC | 4,142 | $353.9K | 0.00% | +123+3.1% | Added |
| Whitcomb & Hess, Inc. | 4,193 | $358.2K | 0.12% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 4,250 | $363.0K | 0.18% | −150−3.4% | Reduced |
| Round Rock Advisors, LLC | 4,300 | $367.4K | 0.09% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 4,312 | $368.4K | 0.02% | +626+17.0% | Added |
| USA Financial Portformulas Corp | 4,323 | $369.4K | 0.06% | −1,067−19.8% | Reduced |
| Stephenson National Bank & Trust | 4,332 | $370.1K | 0.13% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 4,430 | $378.5K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,447 | $380.0K | 0.01% | +21+0.5% | Added |
| Squarepoint Ops LLC | 4,483 | $383.0K | 0.00% | −42,078−90.4% | Reduced |
| Argyle Capital Management Inc. | 4,500 | $384.5K | 0.15% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,598 | $392.9K | 0.00% | +2,695+141.6% | Added |
| XTX Topco Ltd | 4,605 | $393.5K | 0.05% | +4,605 | New |
| Ostrum Asset Management | 4,626 | $395.2K | 0.03% | +909+24.5% | Added |
| OneAscent Financial Services LLC | 4,642 | $397.0K | 0.04% | −181−3.8% | Reduced |
| Symmetry Partners, LLC | 4,662 | $398.0K | 0.03% | +4,662 | New |
| Phoenix Holdings Ltd. | 4,895 | $417.1K | 0.01% | −177−3.5% | Reduced |
| V-Square Quantitative Management LLC | 4,894 | $418.1K | 0.07% | 00.0% | Unchanged |
| High Note Wealth, LLC | 4,899 | $418.6K | 0.14% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,478 | $419.4K | 0.01% | −5,366−45.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,938 | $421.9K | 0.03% | +4,938 | New |
| Financial & Tax Architects, LLC | 4,964 | $424.2K | 0.12% | +697+16.3% | Added |
| Shakespeare Wealth Management, Inc. | 4,976 | $425.1K | 0.12% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 4,981 | $426.0K | 0.20% | −2,586−34.2% | Reduced |
| Davis R M Inc | 5,001 | $427.3K | 0.01% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 5,136 | $438.8K | 0.05% | −998−16.3% | Reduced |
| First Manhattan Co | 5,357 | $457.7K | 0.00% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 5,455 | $466.1K | 0.03% | −434−7.4% | Reduced |
| Guggenheim Capital LLC | 5,496 | $469.6K | 0.00% | −205−3.6% | Reduced |
| Seven Eight Capital, LP | 5,657 | $483.3K | 0.05% | −1,273−18.4% | Reduced |
| Advisors Asset Management, Inc. | 5,721 | $488.8K | 0.01% | +5,721 | New |
| Stephens Inc | 5,722 | $488.9K | 0.01% | +47+0.8% | Added |
| Norinchukin Bank, The | 5,765 | $492.6K | 0.01% | −76−1.3% | Reduced |
| Global X Japan Co., Ltd. | 5,848 | $499.7K | 0.11% | +209+3.7% | Added |
| Annex Advisory Services, LLC | 5,894 | $503.6K | 0.02% | +73+1.3% | Added |
| Harbour Investments, Inc. | 5,915 | $505.4K | 0.02% | −245−4.0% | Reduced |
| Blackhawk Capital Partners LLC. | 5,963 | $509.5K | 0.32% | −3,535−37.2% | Reduced |
| RBF Capital, LLC | 6,000 | $512.6K | 0.03% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 6,049 | $516.8K | 0.03% | +178+3.0% | Added |
| Vident Advisory, LLC | 6,158 | $526.1K | 0.01% | −25,592−80.6% | Reduced |
| Gen-Wealth Partners Inc | 6,169 | $527.1K | 0.26% | +6,169 | New |
| Addison Capital Co | 6,181 | $528.1K | 0.26% | +1,080+21.2% | Added |
| Catalyst Funds Management Pty Ltd | 6,200 | $529.7K | 0.15% | +6,200 | New |
| Siemens Fonds Invest GmbH | 6,229 | $532.2K | 0.04% | 00.0% | Unchanged |
| Mirova | 6,348 | $542.4K | 0.10% | −2,252−26.2% | Reduced |
| Morningstar Investment Services LLC | 6,520 | $554.0K | 0.01% | −6,381−49.5% | Reduced |
| Metropolitan Life Insurance Co | 6,666 | $569.5K | 0.02% | −61−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 6,868 | $586.8K | 0.01% | −14,074−67.2% | Reduced |
| Marco Investment Management LLC | 6,900 | $589.5K | 0.06% | 00.0% | Unchanged |
| Globeflex Capital L P | 6,932 | $592.3K | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,262 | $620.5K | 0.01% | +2,833+64.0% | Added |
| Contravisory Investment Management, Inc. | 7,325 | $625.8K | 0.14% | +112+1.6% | Added |
| Strategic Blueprint, LLC | 7,326 | $625.9K | 0.04% | +23+0.3% | Added |
| Greenwich Wealth Management LLC | 7,381 | $631.0K | 0.05% | +48+0.7% | Added |
| Altshuler Shaham Ltd | 7,398 | $632.1K | 0.02% | −5,500−42.6% | Reduced |
| Somerset Trust Co | 7,564 | $646.3K | 0.26% | −146−1.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,575 | $647.2K | 0.01% | +2,036+36.8% | Added |
| Sigma Planning Corp | 7,752 | $662.4K | 0.02% | +4,866+168.6% | Added |