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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 7,787 | $665.3K | 0.04% | −1,092−12.3% | Reduced |
| APG Asset Management N.V. | 8,412 | $665.5K | 0.00% | +1,100+15.0% | Added |
| Bailard, Inc. | 7,794 | $665.9K | 0.02% | −369−4.5% | Reduced |
| Independent Advisor Alliance | 7,811 | $667.3K | 0.02% | −205−2.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,835 | $669.4K | 0.00% | −310−3.8% | Reduced |
| Winton Group Ltd | 7,930 | $677.5K | 0.05% | +7,930 | New |
| MML Investors Services, LLC | 7,978 | $682.0K | 0.00% | −606−7.1% | Reduced |
| Qube Research & Technologies Ltd | 8,236 | $703.7K | 0.00% | −5,713−41.0% | Reduced |
| New Mexico Educational Retirement Board | 8,314 | $710.0K | 0.03% | −300−3.5% | Reduced |
| Cornerstone Wealth Management, LLC | 8,521 | $728.0K | 0.06% | −318−3.6% | Reduced |
| QRG Capital Management, Inc. | 8,654 | $739.4K | 0.01% | −277−3.1% | Reduced |
| Crossmark Global Holdings, Inc. | 8,688 | $742.0K | 0.01% | −11,246−56.4% | Reduced |
| Toroso Investments, LLC | 8,689 | $742.4K | 0.01% | −2,273−20.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,795 | $751.4K | 0.05% | +10.0% | Added |
| Revisor Wealth Management LLC | 9,722 | $768.0K | 0.35% | +4,678+92.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,031 | $771.7K | 0.04% | +727+8.8% | Added |
| Commerce Bank | 9,201 | $786.1K | 0.01% | −470−4.9% | Reduced |
| Inspire Advisors, LLC | 9,337 | $797.7K | 0.11% | +406+4.5% | Added |
| Sound Financial Strategies Group, LLC | 9,358 | $799.5K | 0.66% | −313−3.2% | Reduced |
| Pinnacle Associates Ltd | 9,468 | $808.9K | 0.01% | −663−6.5% | Reduced |
| Louisiana State Employees Retirement System | 9,600 | $820.2K | 0.02% | −400−4.0% | Reduced |
| Credit Agricole S A | 10,563 | $829.0K | 0.01% | +5,886+125.8% | Added |
| Securian Asset Management, Inc | 9,723 | $830.7K | 0.02% | −662−6.4% | Reduced |
| Agf Management Ltd | 9,825 | $839.4K | 0.00% | +9,825 | New |
| Cambridge Investment Research Advisors, Inc. | 9,926 | $848.0K | 0.00% | −540−5.2% | Reduced |
| SlateStone Wealth, LLC | 10,111 | $864.0K | 0.09% | +10,111 | New |
| Tudor Investment Corp Et Al | 10,506 | $897.6K | 0.01% | +10,506 | New |
| Twin Tree Management, LP | 10,520 | $898.8K | 0.02% | +4,329+69.9% | Added |
| Quantinno Capital Management LP | 10,546 | $901.0K | 0.02% | +1,552+17.3% | Added |
| Moors & Cabot, Inc. | 10,583 | $904.2K | 0.05% | +100+1.0% | Added |
| Integrated Wealth Concepts LLC | 10,608 | $906.4K | 0.01% | −497−4.5% | Reduced |
| Wetherby Asset Management Inc | 10,717 | $915.7K | 0.04% | 00.0% | Unchanged |
| Hartford Investment Management Co | 10,760 | $919.3K | 0.03% | −403−3.6% | Reduced |
| Kempen Capital Management N.V. | 10,872 | $928.9K | 0.01% | +10,872 | New |
| Pathstone Holdings, LLC | 10,925 | $933.4K | 0.00% | +1,607+17.2% | Added |
| Oak Family Advisors, LLC | 11,013 | $941.0K | 0.36% | +169+1.6% | Added |
| American National Bank | 11,154 | $953.0K | 0.13% | −3,290−22.8% | Reduced |
| Principal Securities, Inc. | 11,180 | $955.2K | 0.03% | −4,243−27.5% | Reduced |
| Mercer Global Advisors Inc | 11,372 | $972.0K | 0.00% | +1,476+14.9% | Added |
| Davy Global Fund Management Ltd | 11,453 | $978.5K | 0.11% | −1,861−14.0% | Reduced |
| Jacobs & Co | 11,534 | $985.0K | 0.10% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 12,628 | $996.1K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 12,060 | $1.03M | 0.01% | −7,717−39.0% | Reduced |
| Cerity Partners LLC | 12,240 | $1.05M | 0.00% | +7,648+166.6% | Added |
| United Asset Strategies, Inc. | 12,330 | $1.05M | 0.11% | −154−1.2% | Reduced |
| Panagora Asset Management Inc | 12,334 | $1.05M | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 12,366 | $1.06M | 0.01% | +12,366 | New |
| Kentucky Retirement Systems | 12,553 | $1.07M | 0.03% | −673−5.1% | Reduced |
| Quadrature Capital Ltd | 12,584 | $1.07M | 0.02% | +1,120+9.8% | Added |
| Miracle Mile Advisors, LLC | 12,750 | $1.09M | 0.03% | 00.0% | Unchanged |
| Entropy Technologies, LP | 12,877 | $1.10M | 0.12% | +12,877 | New |
| American Century Companies Inc | 13,556 | $1.16M | 0.00% | +3,803+39.0% | Added |
| Gulf International Bank (UK) Ltd | 13,615 | $1.16M | 0.03% | 00.0% | Unchanged |
| Meyer Handelman Co | 13,620 | $1.16M | 0.04% | −747−5.2% | Reduced |
| Van Hulzen Asset Management, LLC | 13,905 | $1.19M | 0.08% | −7,917−36.3% | Reduced |
| Pacer Advisors, Inc. | 14,069 | $1.20M | 0.00% | −1,524−9.8% | Reduced |
| Oregon Public Employees Retirement Fund | 14,100 | $1.20M | 0.02% | −5,025−26.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,189 | $1.21M | 0.02% | +257+1.8% | Added |
| Manchester Capital Management LLC | 14,377 | $1.23M | 0.15% | +12+0.1% | Added |
| Piscataqua Savings Bank | 14,560 | $1.24M | 1.10% | −90−0.6% | Reduced |
| Creative Planning | 15,083 | $1.29M | 0.00% | +993+7.0% | Added |
| Elo Mutual Pension Insurance Co | 15,104 | $1.29M | 0.03% | +688+4.8% | Added |
| JustInvest LLC | 15,210 | $1.30M | 0.03% | +747+5.2% | Added |
| Rowland & Co Investment Counsel | 15,250 | $1.30M | 0.28% | −2,335−13.3% | Reduced |
| Edentree Asset Management Ltd | 15,457 | $1.32M | 0.42% | +401+2.7% | Added |
| Park Avenue Securities LLC | 15,975 | $1.36M | 0.02% | −2,003−11.1% | Reduced |
| Jane Street Group, LLC | 16,012 | $1.37M | 0.00% | −72,225−81.9% | Reduced |
| Macquarie Group Ltd | 16,105 | $1.38M | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 16,263 | $1.39M | 0.00% | +11,208+221.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 16,285 | $1.39M | 0.09% | −4,212−20.5% | Reduced |
| CIBC World Markets Corp | 16,568 | $1.42M | 0.01% | −4,703−22.1% | Reduced |
| Lido Advisors, LLC | 16,982 | $1.45M | 0.01% | −2,538−13.0% | Reduced |
| Atria Investments LLC | 17,371 | $1.48M | 0.02% | −459−2.6% | Reduced |
| Zurich Insurance Group Ltd | 17,400 | $1.49M | 0.01% | +17,400 | New |
| Savant Capital, LLC | 17,550 | $1.50M | 0.02% | +17,550 | New |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 17,893 | $1.53M | 0.60% | −1,550−8.0% | Reduced |
| State of Alaska, Department of Revenue | 17,935 | $1.53M | 0.02% | +75+0.4% | Added |
| Ossiam | 17,967 | $1.54M | 0.03% | −15,121−45.7% | Reduced |
| Illinois Municipal Retirement Fund | 18,246 | $1.56M | 0.02% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 18,348 | $1.57M | 0.00% | −193−1.0% | Reduced |
| Intech Investment Management LLC | 18,427 | $1.57M | 0.02% | +7,157+63.5% | Added |
| Aurora Investment Counsel | 18,536 | $1.58M | 0.91% | +84+0.5% | Added |
| Rafferty Asset Management, LLC | 18,576 | $1.59M | 0.01% | −1,256−6.3% | Reduced |
| Public Employees Retirement Association of Colorado | 18,617 | $1.59M | 0.01% | −1,698−8.4% | Reduced |
| CIBC Asset Management Inc | 18,786 | $1.61M | 0.01% | +702+3.9% | Added |
| Truist Financial Corp | 18,822 | $1.61M | 0.00% | +8,365+80.0% | Added |
| Granahan Investment Management Inc | 19,154 | $1.64M | 0.06% | −8,774−31.4% | Reduced |
| Engineers Gate Manager LP | 19,423 | $1.66M | 0.04% | +19,423 | New |
| CenterBook Partners LP | 19,447 | $1.66M | 0.11% | +19,447 | New |
| British Columbia Investment Management Corp | 19,735 | $1.69M | 0.01% | +735+3.9% | Added |
| CI Private Wealth, LLC | 20,249 | $1.71M | 0.00% | +868+4.5% | Added |
| Easterly Investment Partners LLC | 20,691 | $1.77M | 0.14% | −10,894−34.5% | Reduced |
| D.A. Davidson & Co. | 20,740 | $1.77M | 0.02% | −787−3.7% | Reduced |
| Ethic Inc. | 21,342 | $1.82M | 0.05% | −1,695−7.4% | Reduced |
| Mutual of America Capital Management LLC | 21,679 | $1.85M | 0.02% | −643−2.9% | Reduced |
| Xponance, Inc. | 21,964 | $1.88M | 0.02% | +1,274+6.2% | Added |
| STRS Ohio | 23,409 | $2.00M | 0.01% | −6,081−20.6% | Reduced |
| Outfitter Financial LLC | 23,955 | $2.05M | 1.68% | −380−1.6% | Reduced |
| La Banque Postale Asset Management SA | 24,039 | $2.05M | 0.08% | +24,039 | New |
| TownSquare Capital, LLC | 25,397 | $2.17M | 0.03% | +6,731+36.1% | Added |