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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
Kestra Advisory Services, LLC3,903$333.5K0.00%+254+7.0%Added
We Are One Seven, LLC3,887$332.1K0.02%+3,887New
Fukoku Mutual Life Insurance Co3,869$330.6K0.03%00.0%Unchanged
Cullen Capital Management LLC3,832$327.4K0.00%+3,832New
Vestcor Inc3,794$324.0K0.01%−52−1.4%Reduced
Meridian Investment Counsel Inc.3,790$323.8K0.11%−633−14.3%Reduced
Public Sector Pension Investment Board3,777$322.7K0.00%00.0%Unchanged
Burney Co3,741$319.6K0.01%00.0%Unchanged
Brinker Capital Investments, LLC3,738$319.4K0.00%−190−4.8%Reduced
Orion Portfolio Solutions, LLC3,738$319.4K0.00%−190−4.8%Reduced
Benjamin F. Edwards & Company, Inc.3,668$313.0K0.01%+254+7.4%Added
Ballentine Partners, LLC3,646$311.5K0.01%+295+8.8%Added
Veriti Management LLC3,558$304.0K0.02%+140+4.1%Added
Paradigm Asset Management Co LLC3,500$299.0K0.08%−1,200−25.5%Reduced
Greenleaf Trust3,499$299.0K0.00%+18+0.5%Added
World Equity Group, Inc.3,474$296.8K0.06%00.0%Unchanged
Azimuth Capital Investment Management LLC3,443$294.2K0.01%−50−1.4%Reduced
Gitterman Wealth Management, LLC3,437$293.7K0.11%−4,027−54.0%Reduced
Capstone Investment Advisors, LLC3,436$293.6K0.01%+3,436New
Guardian Wealth Advisors, LLC3,411$291.4K0.19%−27−0.8%Reduced
Petrus Trust Company, LTA3,403$290.8K0.03%−3,039−47.2%Reduced
PFG Investments, LLC3,401$290.6K0.02%+3,401New
Bill Few Associates, Inc.3,358$286.9K0.12%+3,358New
Fifth Third Bancorp3,356$286.7K0.00%+271+8.8%Added
Bank of Nova Scotia3,350$286.2K0.00%−115−3.3%Reduced
Pflug Koory, LLC3,319$283.6K0.14%00.0%Unchanged
Teza Capital Management LLC3,297$281.7K0.04%+3,297New
Copperwynd Financial, LLC3,275$279.8K0.10%−818−20.0%Reduced
Walleye Trading LLC3,247$277.4K0.00%−11,286−77.7%Reduced
Wedmont Private Capital3,275$274.2K0.02%+27+0.8%Added
Buckingham Strategic Wealth, LLC3,203$273.7K0.00%+24+0.8%Added
Wahed Invest LLC3,201$273.5K0.06%+402+14.4%Added
Leavell Investment Management, Inc.3,200$273.0K0.02%00.0%Unchanged
Vinva Investment Management Ltd3,179$271.6K0.02%+3,179New
Northwestern Mutual Wealth Management Co3,154$269.4K0.00%−126−3.8%Reduced
OneAscent Wealth Management LLC3,114$266.0K0.10%−419−11.9%Reduced
Aptus Capital Advisors, LLC3,110$265.7K0.01%+3,110New
Equitable Holdings, Inc.3,062$261.6K0.00%+54+1.8%Added
Merit Financial Group, LLC3,277$260.9K0.01%+231+7.6%Added
ERTS Wealth Advisors, LLC3,052$260.8K0.05%00.0%Unchanged
Nebula Research & Development LLC3,049$260.5K0.06%+3,049New
First Affirmative Financial Network3,033$259.1K0.19%−712−19.0%Reduced
NEOS Investment Management LLC3,028$258.7K0.02%+3,028New
Freestone Capital Holdings, LLC3,010$257.2K0.01%00.0%Unchanged
Clarius Group, LLC3,002$256.5K0.02%−70−2.3%Reduced
Global Retirement Partners, LLC2,975$254.2K0.01%−189−6.0%Reduced
Coldstream Capital Management Inc2,933$250.6K0.01%−25−0.8%Reduced
Davenport & Co LLC2,927$250.1K0.00%+2,927New
LVW Advisors, LLC2,925$249.9K0.04%00.0%Unchanged
Seed Wealth Management, Inc.2,929$247.2K0.24%00.0%Unchanged
CWM, LLC2,876$246.0K0.00%−93−3.1%Reduced
Glenmede Trust Co NA2,870$245.2K0.00%−96−3.2%Reduced
BSW Wealth Partners2,865$244.8K0.04%−415−12.7%Reduced
Creative Financial Designs Inc2,862$244.5K0.02%+1,847+182.0%Added
Forum Financial Management, LP2,840$242.7K0.00%+35+1.2%Added
Trajan Wealth LLC2,833$242.1K0.02%+2,833New
Old Mission Capital LLC2,827$241.5K0.01%+2,827New
Cary Street Partner Investment Advisory LLC2,796$238.9K0.01%+11+0.4%Added
HB Wealth Management, LLC2,781$237.6K0.00%+2,781New
HighPoint Advisor Group LLC2,842$235.0K0.02%+22+0.8%Added
Profund Advisors LLC2,744$234.4K0.01%+2,744New
MQS Management LLC2,713$231.8K0.13%+2,713New
Gibbs Wealth Management2,707$231.3K0.13%+2,707New
Ci Investments Inc.2,703$231.0K0.00%+289+12.0%Added
SeaCrest Wealth Management, LLC2,701$230.8K0.03%−1,710−38.8%Reduced
Investment Management Corp of Ontario2,653$226.7K0.01%−1,200−31.1%Reduced
Jump Financial, LLC2,605$222.6K0.01%−3,428−56.8%Reduced
Sequoia Financial Advisors, LLC2,551$217.9K0.00%−2,132−45.5%Reduced
Bank of New Hampshire2,540$217.0K0.06%00.0%Unchanged
Portside Wealth Group, LLC2,501$213.7K0.04%+2,501New
Horizon Investments, LLC2,501$213.1K0.01%−100−3.8%Reduced
Duality Advisers, LP2,469$211.0K0.02%−3,236−56.7%Reduced
Sit Investment Associates Inc2,410$206.0K0.00%−365−13.2%Reduced
Larson Financial Group LLC2,389$204.2K0.02%−79−3.2%Reduced
Bradley Foster & Sargent Inc2,375$202.9K0.00%+2,375New
Avantax Advisory Services, Inc.2,372$202.7K0.00%+2,372New
Hunter Associates Investment Management LLC2,361$201.0K0.03%+2,361New
Affiance Financial, LLC2,351$200.9K0.05%+2,351New
Values First Advisors, Inc.2,350$200.7K0.12%+2,350New
Natixis Investment Managers International2,056$175.7K0.01%00.0%Unchanged
Mather Group, LLC.2,319$168.6K0.00%+2,319New
Ameritas Investment Partners, Inc.1,906$162.8K0.01%00.0%Unchanged
Quadrant Capital Group LLC1,614$137.9K0.01%−27−1.6%Reduced
State of Wyoming1,600$136.7K0.02%+240+17.6%Added
Mendota Financial Group, LLC1,577$134.7K0.08%−130−7.6%Reduced
Edmond de Rothschild Holding S.A.1,258$107.5K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc1,170$100.0K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,090$93.1K0.04%00.0%Unchanged
Anchor Investment Management, LLC1,035$88.4K0.01%−75−6.8%Reduced
JJJ Advisors Inc.1,000$85.4K0.02%00.0%Unchanged
Investors Research Corp1,000$85.4K0.02%00.0%Unchanged
Signaturefd, LLC996$85.1K0.00%+72+7.8%Added
Van Eck Associates Corp990$85.0K0.00%−1,650−62.5%Reduced
EverSource Wealth Advisors, LLC1,046$82.8K0.01%+170+19.4%Added
GAMMA Investing LLC961$82.1K0.02%+15+1.6%Added
Parallel Advisors, LLC960$82.0K0.00%+95+11.0%Added
Richardson Financial Services Inc.907$77.5K0.05%−121−11.8%Reduced
Sentry Investment Management LLC858$73.0K0.03%00.0%Unchanged
Field & Main Bank840$71.8K0.03%−150−15.2%Reduced
Covestor Ltd745$64.0K0.04%+103+16.0%Added