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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
Glen Eagle Advisors, LLC20$1.71K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC19$1.62K0.00%00.0%Unchanged
Gradient Investments LLC18$1.54K0.00%−32−64.0%Reduced
Hollencrest Capital Management17$1.45K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC16$1.37K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC16$1.37K0.00%00.0%Unchanged
CVA Family Office, LLC16$1.37K0.00%00.0%Unchanged
Albion Financial Group15$1.28K0.00%00.0%Unchanged
MCF Advisors LLC14$1.20K0.00%00.0%Unchanged
Center for Financial Planning, Inc.14$1.20K0.00%00.0%Unchanged
Main Street Group, LTD14$1.19K0.00%+12+600.0%Added
Armstrong Advisory Group, Inc16$1.16K0.00%00.0%Unchanged
TFC Financial Management13$1.12K0.00%00.0%Unchanged
Dunhill Financial, LLC12$1.06K0.00%+2+20.0%Added
Hilltop National Bank12$1.02K0.00%+12New
WR Wealth Planners, LLC12$1.02K0.00%+12New
Valley National Advisers Inc20$1.00K0.00%+1+5.3%Added
Capital Advisors, Ltd. LLC9$1.00K0.00%+9New
TD Waterhouse Canada Inc.12$9990.00%+12New
True Wealth Design, LLC11$9400.00%+5+83.3%Added
Mine & Arao Wealth Creation & Management, LLC.11$9400.00%+11New
Fortis Group Advisors, LLC9$7690.00%−9−50.0%Reduced
Private Trust Co NA8$6840.00%−6−42.9%Reduced
Delta Asset Management LLC8$6840.00%00.0%Unchanged
ZRC Wealth Management, LLC7$5990.00%+7New
Cassady Schiller Wealth Management, LLC6$5130.00%+6New
Jamison Private Wealth Management, Inc.5$4280.00%+5New
Raleigh Capital Management Inc.5$4270.00%−13−72.2%Reduced
Kelly Lawrence W & Associates Inc5$4270.00%00.0%Unchanged
Retirement Group, LLC5$4270.00%00.0%Unchanged
West Paces Advisors Inc.4$3420.00%00.0%Unchanged
Proequities, Inc.3$2560.00%+3New
SOA Wealth Advisors, LLC.2$1770.00%00.0%Unchanged
Tfo-TDC, LLC2$1710.00%−2−50.0%Reduced
Sugarloaf Wealth Management, LLC1$850.00%00.0%Unchanged
Kelly Financial Services LLC1$850.00%00.0%Unchanged
National Pension Service1$850.00%+1New
Sasco Capital Inc0$00.00%−255,760−100.0%Sold out
Andra AP-fonden0$00.00%−142,200−100.0%Sold out
Power Corp of Canada0$00.00%−83,955−100.0%Sold out
Magnetar Financial LLC0$00.00%−55,263−100.0%Sold out
Empowered Funds, LLC0$00.00%−47,273−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−24,693−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−22,483−100.0%Sold out
Advanced Portfolio Management, LLC0$00.00%−21,034−100.0%Sold out
Point72 Europe (London) LLP0$00.00%−12,663−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−12,635−100.0%Sold out
GTS Securities LLC0$00.00%−11,873−100.0%Sold out
Exencial Wealth Advisors, LLC0$00.00%−11,271−100.0%Sold out
Numerai GP LLC0$00.00%−10,872−100.0%Sold out
Tortoise Capital Advisors, L.L.C.0$00.00%−9,821−100.0%Sold out
Diametric Capital, LP0$00.00%−5,783−100.0%Sold out
Machina Capital S.A.S.0$00.00%−5,132−100.0%Sold out
Shay Capital LLC0$00.00%−4,700−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−4,317−100.0%Sold out
Meeder Asset Management Inc0$00.00%−4,290−100.0%Sold out
Cetera Advisors LLC0$00.00%−4,225−100.0%Sold out
AE Wealth Management LLC0$00.00%−4,145−100.0%Sold out
Cipher Capital LP0$00.00%−4,096−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−4,057−100.0%Sold out
Concurrent Investment Advisors, LLC0$00.00%−3,903−100.0%Sold out
Inceptionr LLC0$00.00%−3,524−100.0%Sold out
Advisory Services Network, LLC0$00.00%−3,273−100.0%Sold out
FDx Advisors, Inc.0$00.00%−3,209−100.0%Sold out
Stevens Capital Management LP0$00.00%−3,143−100.0%Sold out
FJ Investments, LLC0$00.00%−3,106−100.0%Sold out
McGlone Suttner Wealth Management, Inc.0$00.00%−1,455−100.0%Sold out
Penserra Capital Management LLC0$00.00%−753−100.0%Sold out
Global Wealth Management Investment Advisory, Inc.0$00.00%−600−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−277−100.0%Sold out
Loomis Sayles & Co L P0$00.00%−116−100.0%Sold out
West Tower Group, LLC0$00.00%−80−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−77−100.0%Sold out
Dividend Assets Capital, LLC0$00.00%−50−100.0%Sold out
Provenance Wealth Advisors, LLC0$00.00%−40−100.0%Sold out
Cordant, Inc.0$00.00%−36−100.0%Sold out
BKM Wealth Management, LLC0$00.00%−22−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−18−100.0%Sold out
Able Wealth Management LLC0$00.00%−18−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−17−100.0%Sold out
EdgeRock Capital LLC0$00.00%−15−100.0%Sold out
Delos Wealth Advisors, LLC0$00.00%−9−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−7−100.0%Sold out
Northwest Financial Advisors0$00.00%−5−100.0%Sold out
Abound Wealth Management0$00.00%−1−100.0%Sold out
Clear Street Markets LLC0$00.00%−1−100.0%Sold out
StrategIQ Financial Group, LLC––––Not filed
Focus Financial Network Inc––––Not filed
BDL Capital Management––––Not filed
Alan B. Lancz & Associates, Inc.––––Not filed
Baystate Wealth Management LLC––––Not filed