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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, Q2 2024

Institutional positions in PENTAIR plc as of Jun 30, 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
640
+11 vs. Q1 2024
Shares held
153.9M
+1.69M (+1.1%) vs. Q1 2024
Total value
$11.8B
−$1.16B (−8.9%) vs. Q1 2024
New holders
68
235 more added
Sold out
57
222 more reduced

8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 640 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 heldQ2 2024: $11.8B
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, Q2 2024

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q1 2024.

Institutions holding PNR in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Harvest Fund Management Co., Ltd4$00.00%−388−99.0%Reduced
Capital Advisors, Ltd. LLC5$00.00%−4−44.4%Reduced
Beaird Harris Wealth Management, LLC0$330.00%0New
National Pension Service1$770.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC1$770.00%00.0%Unchanged
Kelly Financial Services LLC1$770.00%00.0%Unchanged
Triad Wealth Partners, LLC1$770.00%+1New
Hollencrest Capital Management2$1530.00%−15−88.2%Reduced
SOA Wealth Advisors, LLC.2$1600.00%00.0%Unchanged
West Paces Advisors Inc.4$3070.00%00.0%Unchanged
Private Trust Co NA5$3830.00%−3−37.5%Reduced
Kelly Lawrence W & Associates Inc5$3830.00%00.0%Unchanged
Raleigh Capital Management Inc.5$3830.00%00.0%Unchanged
Unique Wealth Strategies, LLC5$4270.00%+5New
Cassady Schiller Wealth Management, LLC6$4600.00%00.0%Unchanged
Ruedi Wealth Management, Inc.6$4600.00%+6New
ZRC Wealth Management, LLC7$5370.00%00.0%Unchanged
Fortis Group Advisors, LLC9$6900.00%00.0%Unchanged
Zions Bancorporation, N.A.10$7670.00%−25−71.4%Reduced
Hilltop National Bank12$9200.00%00.0%Unchanged
WR Wealth Planners, LLC12$9200.00%00.0%Unchanged
Financial Management Professionals, Inc.15$1.00K0.00%−11−42.3%Reduced
Valley National Advisers Inc20$1.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC14$1.00K0.00%+14New
Main Street Group, LTD14$1.07K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC14$1.07K0.00%−6−30.0%Reduced
Center for Financial Planning, Inc.14$1.07K0.00%00.0%Unchanged
True Wealth Design, LLC14$1.07K0.00%+3+27.3%Added
Albion Financial Group15$1.15K0.00%00.0%Unchanged
Dunhill Financial, LLC16$1.20K0.00%+4+33.3%Added
Trifecta Capital Advisors, LLC16$1.23K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC16$1.23K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc16$1.23K0.00%00.0%Unchanged
CVA Family Office, LLC17$1.30K0.00%+1+6.3%Added
Gradient Investments LLC18$1.38K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC19$1.46K0.00%00.0%Unchanged
Independence Bank of Kentucky20$1.53K0.00%00.0%Unchanged
Venturi Wealth Management, LLC20$1.53K0.00%00.0%Unchanged
Ashton Thomas Private Wealth, LLC21$1.61K0.00%+21New
TFC Financial Management21$1.62K0.00%+8+61.5%Added
CGC Financial Services, LLC23$1.76K0.00%00.0%Unchanged
Tortoise Investment Management, LLC25$1.94K0.00%00.0%Unchanged
Capital Analysts, LLC26$2.00K0.00%+26New
Carolinas Wealth Consulting LLC28$2.15K0.00%00.0%Unchanged
Whittier Trust Co30$2.30K0.00%−9−23.1%Reduced
MV Capital Management, Inc.30$2.30K0.00%+1+3.4%Added
Wetzel Investment Advisors, Inc.27$2.31K0.00%00.0%Unchanged
Continuum Advisory, LLC34$2.61K0.00%+3+9.7%Added
PFS Partners, LLC34$2.63K0.00%00.0%Unchanged
Sunbelt Securities, Inc.35$2.68K0.00%00.0%Unchanged
Financial Perspectives, Inc36$2.76K0.00%00.0%Unchanged
Raffa Wealth Management, LLC38$2.90K0.00%00.0%Unchanged
Tucker Asset Management LLC38$2.91K0.00%−9−19.1%Reduced
Moisand Fitzgerald Tamayo, LLC39$2.99K0.00%00.0%Unchanged
SJS Investment Consulting Inc.39$2.99K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA44$3.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC42$3.00K0.00%00.0%Unchanged
Estabrook Capital Management40$3.07K0.00%00.0%Unchanged
DT Investment Partners, LLC44$3.37K0.00%00.0%Unchanged
Beacon Capital Management, LLC45$3.45K0.00%00.0%Unchanged
Redwood Wealth Management Group, LLC53$4.06K0.00%+53New
Boyd Watterson Asset Management LLC56$4.29K0.00%00.0%Unchanged
AllSquare Wealth Management LLC56$4.29K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC63$4.83K0.00%+63New
Frazier Financial Advisors, LLC64$4.91K0.00%00.0%Unchanged
Private Wealth Management Group, LLC64$4.91K0.00%00.0%Unchanged
Cohen & Steers, Inc.69$5.00K0.00%−63−47.7%Reduced
Transamerica Financial Advisors, Inc.59$5.00K0.00%00.0%Unchanged
Itau Unibanco Holding S.A.66$5.06K0.00%+66New
Olistico Wealth, LLC72$5.52K0.00%+72New
Versant Capital Management, Inc73$5.60K0.00%−6−7.6%Reduced
Bruce G. Allen Investments, LLC73$5.60K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.75$5.75K0.00%−51−40.5%Reduced
Lowe Wealth Advisors, LLC77$5.90K0.00%00.0%Unchanged
Rothschild Investment LLC79$6.06K0.00%+15+23.4%Added
Prestige Wealth Management Group LLC80$6.10K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC85$6.52K0.00%+85New
MCF Advisors LLC86$6.59K0.00%+72+514.3%Added
Jones Financial Companies LLLP88$6.75K0.00%+88New
Smithfield Trust Co84$7.00K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC93$7.13K0.00%+2+2.2%Added
Colonial Trust Co100$7.67K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.100$7.67K0.00%+100New
Scarborough Advisors, LLC103$7.93K0.00%00.0%Unchanged
Washington Trust Co107$8.20K0.00%00.0%Unchanged
McIlrath & Eck, LLC108$8.28K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC113$8.66K0.00%00.0%Unchanged
Quarry LP127$9.74K0.00%+127New
Sachetta, LLC113$9.98K0.00%+27+31.4%Added
Farmers & Merchants Investments Inc131$10.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC131$10.0K0.00%00.0%Unchanged
Citadel Advisors LLC140$10.7K0.00%+140New
Cullen/Frost Bankers, Inc.146$11.2K0.00%00.0%Unchanged
Bell Investment Advisors, Inc146$11.2K0.00%+46+46.0%Added
HHM Wealth Advisors, LLC150$11.5K0.00%+150New
JFS Wealth Advisors, LLC152$11.7K0.00%−2−1.3%Reduced
Global Wealth Strategies & Associates152$11.7K0.00%00.0%Unchanged
Millburn Ridgefield Corp160$12.3K0.00%−22−12.1%Reduced
Catalyst Capital Advisors LLC160$12.3K0.00%−22−12.1%Reduced
Sandy Spring Bank165$12.7K0.00%−1−0.6%Reduced