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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 180 | $13.8K | 0.00% | +180 | New |
| Sittner & Nelson, LLC | 196 | $15.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $15.3K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $15.3K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 202 | $15.5K | 0.01% | +1+0.5% | Added |
| GHP Investment Advisors, Inc. | 213 | $16.3K | 0.00% | +33+18.3% | Added |
| Ronald Blue Trust, Inc. | 198 | $16.9K | 0.00% | +174+725.0% | Added |
| IFP Advisors, Inc | 222 | $17.0K | 0.00% | +6+2.8% | Added |
| Park Place Capital Corp | 240 | $18.4K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 260 | $19.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 264 | $20.2K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 285 | $21.9K | 0.01% | +50+21.3% | Added |
| Steward Partners Investment Advisory, LLC | 295 | $22.6K | 0.00% | −118−28.6% | Reduced |
| Adirondack Trust Co | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 300 | $23.0K | 0.00% | +76+33.9% | Added |
| Assetmark, Inc | 305 | $23.4K | 0.00% | −23−7.0% | Reduced |
| Opal Wealth Advisors, LLC | 320 | $24.5K | 0.01% | +320 | New |
| TD Private Client Wealth LLC | 323 | $24.8K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 324 | $24.9K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 338 | $25.9K | 0.00% | +267+376.1% | Added |
| Smartleaf Asset Management LLC | 344 | $26.2K | 0.00% | +40+13.2% | Added |
| Annapolis Financial Services, LLC | 350 | $26.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 355 | $27.2K | 0.00% | +13+3.8% | Added |
| Quent Capital, LLC | 377 | $28.9K | 0.00% | −25−6.2% | Reduced |
| NBC Securities, Inc. | 396 | $30.0K | 0.00% | −328−45.3% | Reduced |
| Cromwell Holdings LLC | 392 | $30.1K | 0.02% | +392 | New |
| Allworth Financial LP | 382 | $30.1K | 0.00% | +43+12.7% | Added |
| Huntington National Bank | 421 | $32.3K | 0.00% | −10−2.3% | Reduced |
| Parkside Financial Bank & Trust | 440 | $33.7K | 0.01% | +171+63.6% | Added |
| Massmutual Trust Co FSB | 443 | $34.0K | 0.00% | +41+10.2% | Added |
| Key Financial Inc | 463 | $35.5K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 520 | $39.9K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 550 | $42.2K | 0.00% | +100+22.2% | Added |
| Rational Advisors LLC | 602 | $46.2K | 0.00% | −31−4.9% | Reduced |
| Family Firm, Inc. | 626 | $48.0K | 0.01% | +626 | New |
| Central Trust Co | 659 | $50.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 681 | $52.2K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 693 | $53.1K | 0.00% | +693 | New |
| Sentry Investment Management LLC | 712 | $55.0K | 0.02% | −146−17.0% | Reduced |
| Field & Main Bank | 730 | $56.0K | 0.02% | −110−13.1% | Reduced |
| Covestor Ltd | 748 | $57.0K | 0.04% | +3+0.4% | Added |
| Richardson Financial Services Inc. | 789 | $60.5K | 0.04% | −118−13.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 877 | $67.3K | 0.01% | +877 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $74.4K | 0.03% | −120−11.0% | Reduced |
| Parallel Advisors, LLC | 972 | $74.5K | 0.00% | +12+1.3% | Added |
| Brown Brothers Harriman & Co | 975 | $74.8K | 0.00% | +901+1,217.6% | Added |
| Signaturefd, LLC | 997 | $76.4K | 0.00% | +1+0.1% | Added |
| JJJ Advisors Inc. | 1,000 | $76.7K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 1,000 | $76.7K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,083 | $80.6K | 0.00% | +838+342.0% | Added |
| Whittier Trust Co of Nevada Inc | 1,170 | $89.7K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,258 | $96.5K | 0.00% | 00.0% | Unchanged |
| Hood River Capital Management LLC | 1,271 | $97.4K | 0.00% | +1,271 | New |
| Mendota Financial Group, LLC | 1,457 | $111.7K | 0.06% | −120−7.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,336 | $117.4K | 0.01% | +290+27.7% | Added |
| Quadrant Capital Group LLC | 1,620 | $124.2K | 0.01% | +6+0.4% | Added |
| State of Wyoming | 1,722 | $132.0K | 0.02% | +122+7.6% | Added |
| Ameritas Investment Partners, Inc. | 1,747 | $133.9K | 0.00% | −159−8.3% | Reduced |
| Natixis Investment Managers International | 1,776 | $136.2K | 0.01% | −280−13.6% | Reduced |
| Anchor Investment Management, LLC | 1,809 | $138.7K | 0.01% | +774+74.8% | Added |
| Sit Investment Associates Inc | 2,080 | $159.0K | 0.00% | −330−13.7% | Reduced |
| Larson Financial Group LLC | 2,359 | $180.8K | 0.01% | −30−1.3% | Reduced |
| Bank of New Hampshire | 2,540 | $194.7K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,329 | $199.0K | 0.00% | +10+0.4% | Added |
| Trajan Wealth LLC | 2,625 | $201.3K | 0.01% | −208−7.3% | Reduced |
| SeaCrest Wealth Management, LLC | 2,654 | $203.5K | 0.02% | −47−1.7% | Reduced |
| Portside Wealth Group, LLC | 2,677 | $205.2K | 0.04% | +176+7.0% | Added |
| Bayesian Capital Management, LP | 2,688 | $206.1K | 0.02% | +2,688 | New |
| Profund Advisors LLC | 2,716 | $208.2K | 0.01% | −28−1.0% | Reduced |
| Sequoia Financial Advisors, LLC | 2,755 | $211.2K | 0.00% | +204+8.0% | Added |
| GAMMA Investing LLC | 2,765 | $212.0K | 0.03% | +1,804+187.7% | Added |
| Guggenheim Capital LLC | 2,810 | $215.4K | 0.00% | −2,686−48.9% | Reduced |
| Forum Financial Management, LP | 2,844 | $218.1K | 0.00% | +4+0.1% | Added |
| Clarius Group, LLC | 2,865 | $219.7K | 0.02% | −137−4.6% | Reduced |
| Horizon Investments, LLC | 2,895 | $221.3K | 0.01% | +394+15.8% | Added |
| LVW Advisors, LLC | 2,925 | $224.3K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,925 | $224.3K | 0.01% | +129+4.6% | Added |
| Seed Wealth Management, Inc. | 2,929 | $224.6K | 0.20% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,943 | $225.6K | 0.01% | −32−1.1% | Reduced |
| Ci Investments Inc. | 2,943 | $226.0K | 0.00% | +240+8.9% | Added |
| Davenport & Co LLC | 2,950 | $226.2K | 0.00% | +23+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 2,956 | $226.5K | 0.00% | −198−6.3% | Reduced |
| BSW Wealth Partners | 2,987 | $229.0K | 0.04% | +122+4.3% | Added |
| ERTS Wealth Advisors, LLC | 3,052 | $234.0K | 0.05% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,071 | $235.5K | 0.00% | +9+0.3% | Added |
| First Affirmative Financial Network | 3,072 | $235.5K | 0.16% | +39+1.3% | Added |
| Bill Few Associates, Inc. | 3,078 | $236.0K | 0.09% | −280−8.3% | Reduced |
| HB Wealth Management, LLC | 3,079 | $236.1K | 0.00% | +298+10.7% | Added |
| Atomi Financial Group, Inc. | 3,131 | $240.1K | 0.02% | +3,131 | New |
| MQS Management LLC | 3,150 | $241.5K | 0.15% | +437+16.1% | Added |
| Systematic Portfolios LLC | 3,178 | $243.7K | 1.69% | +3,178 | New |
| iA Global Asset Management Inc. | 3,188 | $244.0K | 0.00% | +3,188 | New |
| Leavell Investment Management, Inc. | 3,200 | $245.0K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,204 | $245.7K | 0.01% | −232−6.8% | Reduced |
| Coldstream Capital Management Inc | 3,219 | $246.8K | 0.01% | +286+9.8% | Added |
| Guardian Wealth Advisors, LLC | 3,294 | $252.5K | 0.16% | −117−3.4% | Reduced |
| HighPoint Advisor Group LLC | 2,895 | $255.0K | 0.02% | +53+1.9% | Added |
| Azimuth Capital Investment Management LLC | 3,434 | $263.3K | 0.01% | −9−0.3% | Reduced |
| World Equity Group, Inc. | 3,474 | $266.4K | 0.08% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,485 | $267.2K | 0.00% | +129+3.8% | Added |