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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 724 | $61.0K | 0.01% | +1+0.1% | Added |
| Banque Cantonale Vaudoise | 701 | $60.0K | 0.00% | −514−42.3% | Reduced |
| LRI Investments, LLC | 681 | $58.2K | 0.01% | +681 | New |
| Central Trust Co | 659 | $56.3K | 0.00% | +29+4.6% | Added |
| Rational Advisors LLC | 633 | $54.1K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 677 | $49.2K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 520 | $44.4K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 463 | $39.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 450 | $38.4K | 0.00% | −149−24.9% | Reduced |
| Allianz SE | 450 | $38.4K | 0.00% | +450 | New |
| Huntington National Bank | 431 | $36.8K | 0.00% | +145+50.7% | Added |
| Steward Partners Investment Advisory, LLC | 413 | $35.3K | 0.00% | +119+40.5% | Added |
| Quent Capital, LLC | 402 | $34.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 402 | $34.3K | 0.00% | +14+3.6% | Added |
| Harvest Fund Management Co., Ltd | 392 | $33.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 350 | $29.9K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 342 | $29.2K | 0.00% | +1+0.3% | Added |
| Allworth Financial LP | 339 | $29.0K | 0.00% | +11+3.4% | Added |
| CoreCap Advisors, LLC | 338 | $28.9K | 0.00% | +338 | New |
| Assetmark, Inc | 328 | $28.0K | 0.00% | −2,030−86.1% | Reduced |
| New England Capital Financial Advisors LLC | 324 | $27.7K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 323 | $27.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 304 | $25.8K | 0.00% | +268+744.4% | Added |
| Adirondack Trust Co | 300 | $25.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 269 | $23.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 264 | $22.6K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 260 | $22.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 245 | $20.7K | 0.00% | +21+9.4% | Added |
| Park Place Capital Corp | 240 | $20.5K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 235 | $20.1K | 0.01% | +145+161.1% | Added |
| First Horizon Advisors, Inc. | 224 | $19.2K | 0.00% | −61−21.4% | Reduced |
| IFP Advisors, Inc | 216 | $18.5K | 0.00% | +27+14.3% | Added |
| Aspect Partners, LLC | 201 | $17.2K | 0.01% | +19+10.4% | Added |
| Trust Co of Vermont | 200 | $17.1K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $17.1K | 0.00% | +200 | New |
| Sittner & Nelson, LLC | 196 | $16.7K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 182 | $15.6K | 0.00% | −29−13.7% | Reduced |
| Catalyst Capital Advisors LLC | 182 | $15.6K | 0.00% | −29−13.7% | Reduced |
| GHP Investment Advisors, Inc. | 180 | $15.4K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 166 | $14.2K | 0.00% | +16+10.7% | Added |
| JFS Wealth Advisors, LLC | 154 | $13.2K | 0.00% | −3−1.9% | Reduced |
| Global Wealth Strategies & Associates | 152 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 146 | $12.5K | 0.00% | −54−27.0% | Reduced |
| First United Bank Trust | 133 | $11.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 131 | $11.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 131 | $11.2K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 132 | $11.0K | 0.00% | +132 | New |
| New Covenant Trust Company, N.A. | 127 | $10.9K | 0.01% | +127 | New |
| Cape Investment Advisory, Inc. | 126 | $10.7K | 0.01% | −26−17.1% | Reduced |
| Salem Investment Counselors Inc | 125 | $10.7K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 113 | $9.65K | 0.00% | +8+7.6% | Added |
| McIlrath & Eck, LLC | 108 | $9.23K | 0.00% | +11+11.3% | Added |
| Washington Trust Co | 107 | $9.14K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 103 | $8.81K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 100 | $8.54K | 0.00% | −7−6.5% | Reduced |
| Colonial Trust Co | 100 | $8.54K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 91 | $7.78K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 80 | $6.80K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 79 | $6.75K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 77 | $6.58K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 74 | $6.32K | 0.00% | −9−10.8% | Reduced |
| Sachetta, LLC | 86 | $6.25K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 73 | $6.24K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 71 | $6.07K | 0.00% | +71 | New |
| Transamerica Financial Advisors, Inc. | 59 | $6.00K | 0.00% | +59 | New |
| FSA Wealth Management LLC | 67 | $5.72K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 64 | $5.47K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 64 | $5.47K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 64 | $5.47K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 56 | $4.79K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 56 | $4.79K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 47 | $4.02K | 0.00% | +29+161.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 45 | $3.85K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 44 | $3.76K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 43 | $3.67K | 0.00% | +43 | New |
| Householder Group Estate & Retirement Specialist, LLC | 42 | $3.59K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $3.42K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 39 | $3.33K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $3.33K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 39 | $3.33K | 0.00% | −3−7.1% | Reduced |
| Raffa Wealth Management, LLC | 38 | $3.22K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 36 | $3.08K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 35 | $2.99K | 0.00% | −16−31.4% | Reduced |
| Sunbelt Securities, Inc. | 35 | $2.99K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 35 | $2.99K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 34 | $2.93K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 31 | $2.60K | 0.00% | +31 | New |
| SRS Capital Advisors, Inc. | 30 | $2.56K | 0.00% | +19+172.7% | Added |
| MV Capital Management, Inc. | 29 | $2.48K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 28 | $2.39K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 25 | $2.16K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 27 | $2.12K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 24 | $2.05K | 0.00% | −15−38.5% | Reduced |
| Financial Management Professionals, Inc. | 26 | $2.00K | 0.00% | +20+333.3% | Added |
| CGC Financial Services, LLC | 23 | $1.97K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 22 | $1.88K | 0.00% | +22 | New |
| Venturi Wealth Management, LLC | 20 | $1.71K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 20 | $1.71K | 0.00% | 00.0% | Unchanged |