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 |
|---|---|---|---|---|---|
| American National Bank | 11,154 | $953.0K | 0.13% | −3,290−22.8% | Reduced |
| Oak Family Advisors, LLC | 11,013 | $941.0K | 0.36% | +169+1.6% | Added |
| Pathstone Holdings, LLC | 10,925 | $933.4K | 0.00% | +1,607+17.2% | Added |
| Kempen Capital Management N.V. | 10,872 | $928.9K | 0.01% | +10,872 | New |
| Hartford Investment Management Co | 10,760 | $919.3K | 0.03% | −403−3.6% | Reduced |
| Wetherby Asset Management Inc | 10,717 | $915.7K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 10,608 | $906.4K | 0.01% | −497−4.5% | Reduced |
| Moors & Cabot, Inc. | 10,583 | $904.2K | 0.05% | +100+1.0% | Added |
| Quantinno Capital Management LP | 10,546 | $901.0K | 0.02% | +1,552+17.3% | Added |
| Twin Tree Management, LP | 10,520 | $898.8K | 0.02% | +4,329+69.9% | Added |
| Tudor Investment Corp Et Al | 10,506 | $897.6K | 0.01% | +10,506 | New |
| SlateStone Wealth, LLC | 10,111 | $864.0K | 0.09% | +10,111 | New |
| Cambridge Investment Research Advisors, Inc. | 9,926 | $848.0K | 0.00% | −540−5.2% | Reduced |
| Agf Management Ltd | 9,825 | $839.4K | 0.00% | +9,825 | New |
| Securian Asset Management, Inc | 9,723 | $830.7K | 0.02% | −662−6.4% | Reduced |
| Credit Agricole S A | 10,563 | $829.0K | 0.01% | +5,886+125.8% | Added |
| Louisiana State Employees Retirement System | 9,600 | $820.2K | 0.02% | −400−4.0% | Reduced |
| Pinnacle Associates Ltd | 9,468 | $808.9K | 0.01% | −663−6.5% | Reduced |
| Sound Financial Strategies Group, LLC | 9,358 | $799.5K | 0.66% | −313−3.2% | Reduced |
| Inspire Advisors, LLC | 9,337 | $797.7K | 0.11% | +406+4.5% | Added |
| Commerce Bank | 9,201 | $786.1K | 0.01% | −470−4.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,031 | $771.7K | 0.04% | +727+8.8% | Added |
| Revisor Wealth Management LLC | 9,722 | $768.0K | 0.35% | +4,678+92.7% | Added |
| Dorsey & Whitney Trust CO LLC | 8,795 | $751.4K | 0.05% | +10.0% | Added |
| Toroso Investments, LLC | 8,689 | $742.4K | 0.01% | −2,273−20.7% | Reduced |
| Crossmark Global Holdings, Inc. | 8,688 | $742.0K | 0.01% | −11,246−56.4% | Reduced |
| QRG Capital Management, Inc. | 8,654 | $739.4K | 0.01% | −277−3.1% | Reduced |
| Cornerstone Wealth Management, LLC | 8,521 | $728.0K | 0.06% | −318−3.6% | Reduced |
| New Mexico Educational Retirement Board | 8,314 | $710.0K | 0.03% | −300−3.5% | Reduced |
| Qube Research & Technologies Ltd | 8,236 | $703.7K | 0.00% | −5,713−41.0% | Reduced |
| MML Investors Services, LLC | 7,978 | $682.0K | 0.00% | −606−7.1% | Reduced |
| Winton Group Ltd | 7,930 | $677.5K | 0.05% | +7,930 | New |
| Allspring Global Investments Holdings, LLC | 7,835 | $669.4K | 0.00% | −310−3.8% | Reduced |
| Independent Advisor Alliance | 7,811 | $667.3K | 0.02% | −205−2.6% | Reduced |
| Bailard, Inc. | 7,794 | $665.9K | 0.02% | −369−4.5% | Reduced |
| APG Asset Management N.V. | 8,412 | $665.5K | 0.00% | +1,100+15.0% | Added |
| Csenge Advisory Group | 7,787 | $665.3K | 0.04% | −1,092−12.3% | Reduced |
| Sigma Planning Corp | 7,752 | $662.4K | 0.02% | +4,866+168.6% | Added |
| Prime Capital Investment Advisors, LLC | 7,575 | $647.2K | 0.01% | +2,036+36.8% | Added |
| Somerset Trust Co | 7,564 | $646.3K | 0.26% | −146−1.9% | Reduced |
| Altshuler Shaham Ltd | 7,398 | $632.1K | 0.02% | −5,500−42.6% | Reduced |
| Greenwich Wealth Management LLC | 7,381 | $631.0K | 0.05% | +48+0.7% | Added |
| Strategic Blueprint, LLC | 7,326 | $625.9K | 0.04% | +23+0.3% | Added |
| Contravisory Investment Management, Inc. | 7,325 | $625.8K | 0.14% | +112+1.6% | Added |
| O'Shaughnessy Asset Management, LLC | 7,262 | $620.5K | 0.01% | +2,833+64.0% | Added |
| Globeflex Capital L P | 6,932 | $592.3K | 0.06% | 00.0% | Unchanged |
| Marco Investment Management LLC | 6,900 | $589.5K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,868 | $586.8K | 0.01% | −14,074−67.2% | Reduced |
| Metropolitan Life Insurance Co | 6,666 | $569.5K | 0.02% | −61−0.9% | Reduced |
| Morningstar Investment Services LLC | 6,520 | $554.0K | 0.01% | −6,381−49.5% | Reduced |
| Mirova | 6,348 | $542.4K | 0.10% | −2,252−26.2% | Reduced |
| Siemens Fonds Invest GmbH | 6,229 | $532.2K | 0.04% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 6,200 | $529.7K | 0.15% | +6,200 | New |
| Addison Capital Co | 6,181 | $528.1K | 0.26% | +1,080+21.2% | Added |
| Gen-Wealth Partners Inc | 6,169 | $527.1K | 0.26% | +6,169 | New |
| Vident Advisory, LLC | 6,158 | $526.1K | 0.01% | −25,592−80.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,049 | $516.8K | 0.03% | +178+3.0% | Added |
| RBF Capital, LLC | 6,000 | $512.6K | 0.03% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 5,963 | $509.5K | 0.32% | −3,535−37.2% | Reduced |
| Harbour Investments, Inc. | 5,915 | $505.4K | 0.02% | −245−4.0% | Reduced |
| Annex Advisory Services, LLC | 5,894 | $503.6K | 0.02% | +73+1.3% | Added |
| Global X Japan Co., Ltd. | 5,848 | $499.7K | 0.11% | +209+3.7% | Added |
| Norinchukin Bank, The | 5,765 | $492.6K | 0.01% | −76−1.3% | Reduced |
| Stephens Inc | 5,722 | $488.9K | 0.01% | +47+0.8% | Added |
| Advisors Asset Management, Inc. | 5,721 | $488.8K | 0.01% | +5,721 | New |
| Seven Eight Capital, LP | 5,657 | $483.3K | 0.05% | −1,273−18.4% | Reduced |
| Guggenheim Capital LLC | 5,496 | $469.6K | 0.00% | −205−3.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,455 | $466.1K | 0.03% | −434−7.4% | Reduced |
| First Manhattan Co | 5,357 | $457.7K | 0.00% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 5,136 | $438.8K | 0.05% | −998−16.3% | Reduced |
| Davis R M Inc | 5,001 | $427.3K | 0.01% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 4,981 | $426.0K | 0.20% | −2,586−34.2% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,976 | $425.1K | 0.12% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 4,964 | $424.2K | 0.12% | +697+16.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,938 | $421.9K | 0.03% | +4,938 | New |
| National Asset Management, Inc. | 6,478 | $419.4K | 0.01% | −5,366−45.3% | Reduced |
| High Note Wealth, LLC | 4,899 | $418.6K | 0.14% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,894 | $418.1K | 0.07% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 4,895 | $417.1K | 0.01% | −177−3.5% | Reduced |
| Symmetry Partners, LLC | 4,662 | $398.0K | 0.03% | +4,662 | New |
| OneAscent Financial Services LLC | 4,642 | $397.0K | 0.04% | −181−3.8% | Reduced |
| Ostrum Asset Management | 4,626 | $395.2K | 0.03% | +909+24.5% | Added |
| XTX Topco Ltd | 4,605 | $393.5K | 0.05% | +4,605 | New |
| GWM Advisors LLC | 4,598 | $392.9K | 0.00% | +2,695+141.6% | Added |
| Argyle Capital Management Inc. | 4,500 | $384.5K | 0.15% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,483 | $383.0K | 0.00% | −42,078−90.4% | Reduced |
| Ieq Capital, LLC | 4,447 | $380.0K | 0.01% | +21+0.5% | Added |
| Marble Harbor Investment Counsel, LLC | 4,430 | $378.5K | 0.04% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 4,332 | $370.1K | 0.13% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4,323 | $369.4K | 0.06% | −1,067−19.8% | Reduced |
| CWA Asset Management Group, LLC | 4,312 | $368.4K | 0.02% | +626+17.0% | Added |
| Round Rock Advisors, LLC | 4,300 | $367.4K | 0.09% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 4,250 | $363.0K | 0.18% | −150−3.4% | Reduced |
| Whitcomb & Hess, Inc. | 4,193 | $358.2K | 0.12% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 4,142 | $353.9K | 0.00% | +123+3.1% | Added |
| Oxford Financial Group Ltd | 4,142 | $353.9K | 0.02% | +4,142 | New |
| Two Sigma Securities, LLC | 4,114 | $351.5K | 0.02% | +717+21.1% | Added |
| Heron Bay Capital Management | 4,102 | $350.5K | 0.07% | −20.0% | Reduced |
| Stratos Wealth Partners, LTD. | 4,026 | $344.0K | 0.01% | −375−8.5% | Reduced |
| Smith Shellnut Wilson LLC | 3,907 | $333.8K | 0.18% | 00.0% | Unchanged |