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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 3,510 | $269.1K | 0.00% | −228−6.1% | Reduced |
| Orion Portfolio Solutions, LLC | 3,510 | $269.1K | 0.00% | −228−6.1% | Reduced |
| Wedmont Private Capital | 3,403 | $269.6K | 0.02% | +128+3.9% | Added |
| Mirabella Financial Services LLP | 3,518 | $269.7K | 0.02% | +3,518 | New |
| Greenleaf Trust | 3,555 | $272.6K | 0.00% | +56+1.6% | Added |
| PFG Investments, LLC | 3,595 | $275.6K | 0.02% | +194+5.7% | Added |
| Wahed Invest LLC | 3,615 | $277.2K | 0.06% | +414+12.9% | Added |
| Two Sigma Securities, LLC | 3,635 | $278.7K | 0.01% | −479−11.6% | Reduced |
| Copperwynd Financial, LLC | 3,250 | $285.6K | 0.09% | −25−0.8% | Reduced |
| Burney Co | 3,741 | $286.8K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 3,753 | $287.7K | 0.01% | +1,100+41.5% | Added |
| USA Financial Portformulas Corp | 3,760 | $288.3K | 0.05% | −563−13.0% | Reduced |
| Meridian Investment Counsel Inc. | 3,790 | $290.6K | 0.09% | 00.0% | Unchanged |
| Vestcor Inc | 3,794 | $291.0K | 0.01% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 3,804 | $292.0K | 0.15% | +690+22.2% | Added |
| Stratos Wealth Partners, LTD. | 3,817 | $292.7K | 0.00% | −209−5.2% | Reduced |
| New England Research & Management, Inc. | 3,850 | $295.0K | 0.14% | −400−9.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,842 | $295.0K | 0.01% | +174+4.7% | Added |
| Ballentine Partners, LLC | 3,859 | $295.9K | 0.01% | +213+5.8% | Added |
| Fukoku Mutual Life Insurance Co | 3,869 | $296.6K | 0.02% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 3,907 | $299.6K | 0.15% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,929 | $301.2K | 0.00% | +726+22.7% | Added |
| NEOS Investment Management LLC | 4,024 | $308.5K | 0.01% | +996+32.9% | Added |
| Gibbs Wealth Management | 4,062 | $311.4K | 0.13% | +1,355+50.1% | Added |
| Heron Bay Capital Management | 4,102 | $314.5K | 0.07% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 4,127 | $316.4K | 0.02% | −15−0.4% | Reduced |
| Veriti Management LLC | 4,127 | $316.4K | 0.02% | +569+16.0% | Added |
| Whitcomb & Hess, Inc. | 4,193 | $321.5K | 0.10% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 4,203 | $322.2K | 0.12% | +766+22.3% | Added |
| Avantax Advisory Services, Inc. | 4,213 | $323.0K | 0.00% | +1,841+77.6% | Added |
| ELCO Management Co., LLC | 4,220 | $323.5K | 0.19% | +4,220 | New |
| Round Rock Advisors, LLC | 4,300 | $329.7K | 0.08% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,300 | $329.7K | 0.01% | +1,023+31.2% | Added |
| Stephenson National Bank & Trust | 4,332 | $332.1K | 0.11% | 00.0% | Unchanged |
| Paloma Partners Management Co | 4,336 | $332.4K | 0.03% | +4,336 | New |
| Alan B. Lancz & Associates, Inc. | 4,342 | $332.9K | 0.33% | +4,342 | New |
| Banque Cantonale Vaudoise | 4,349 | $334.0K | 0.01% | +3,648+520.4% | Added |
| Ieq Capital, LLC | 4,395 | $337.0K | 0.00% | −52−1.2% | Reduced |
| Kestra Advisory Services, LLC | 4,404 | $337.7K | 0.00% | +501+12.8% | Added |
| Marble Harbor Investment Counsel, LLC | 4,430 | $339.6K | 0.04% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,499 | $344.9K | 0.00% | +16+0.4% | Added |
| Argyle Capital Management Inc. | 4,500 | $345.0K | 0.14% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 4,504 | $345.3K | 0.02% | +4,504 | New |
| Campbell & CO Investment Adviser LLC | 4,577 | $350.9K | 0.03% | +4,577 | New |
| Private Advisor Group, LLC | 4,661 | $357.3K | 0.00% | +519+12.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,742 | $363.5K | 0.11% | +4,742 | New |
| Shakespeare Wealth Management, Inc. | 4,814 | $369.1K | 0.11% | −162−3.3% | Reduced |
| GWM Advisors LLC | 4,826 | $370.0K | 0.00% | +228+5.0% | Added |
| Creative Financial Designs Inc | 4,837 | $370.8K | 0.03% | +1,975+69.0% | Added |
| V-Square Quantitative Management LLC | 4,889 | $374.8K | 0.06% | −5−0.1% | Reduced |
| High Note Wealth, LLC | 4,899 | $375.6K | 0.11% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 4,988 | $379.2K | 0.01% | +93+1.9% | Added |
| Ostrum Asset Management | 4,991 | $382.7K | 0.03% | +365+7.9% | Added |
| Davis R M Inc | 5,036 | $386.1K | 0.01% | +35+0.7% | Added |
| Vident Advisory, LLC | 5,092 | $390.4K | 0.01% | −1,066−17.3% | Reduced |
| Main Street Financial Solutions, LLC | 5,147 | $394.7K | 0.04% | +11+0.2% | Added |
| Blackhawk Capital Partners LLC. | 5,195 | $398.3K | 0.24% | −768−12.9% | Reduced |
| Annex Advisory Services, LLC | 5,237 | $401.6K | 0.01% | −657−11.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,355 | $410.6K | 0.03% | −100−1.8% | Reduced |
| Stephens Inc | 5,373 | $411.9K | 0.01% | −349−6.1% | Reduced |
| Global X Japan Co., Ltd. | 5,407 | $414.6K | 0.06% | −441−7.5% | Reduced |
| CWM, LLC | 5,414 | $415.0K | 0.00% | +2,538+88.2% | Added |
| Mackenzie Financial Corp | 5,550 | $425.5K | 0.00% | −10,713−65.9% | Reduced |
| Vinva Investment Management Ltd | 5,612 | $426.8K | 0.02% | +2,433+76.5% | Added |
| Revisor Wealth Management LLC | 5,602 | $429.5K | 0.30% | −4,120−42.4% | Reduced |
| First Manhattan Co | 5,638 | $432.3K | 0.00% | +281+5.2% | Added |
| OneAscent Financial Services LLC | 5,699 | $437.0K | 0.06% | +1,057+22.8% | Added |
| Omers Administration Corp | 5,708 | $437.6K | 0.00% | +5,708 | New |
| Acadian Asset Management LLC | 5,846 | $447.0K | 0.00% | +5,846 | New |
| Norinchukin Bank, The | 5,901 | $452.4K | 0.01% | +136+2.4% | Added |
| Harbour Investments, Inc. | 5,949 | $456.1K | 0.02% | +34+0.6% | Added |
| Blueshift Asset Management, LLC | 5,961 | $457.0K | 0.15% | +5,961 | New |
| RBF Capital, LLC | 6,000 | $460.0K | 0.03% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 6,049 | $463.8K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,061 | $464.7K | 0.05% | +5,723+1,693.2% | Added |
| Sanctuary Advisors, LLC | 5,909 | $472.5K | 0.00% | +5,909 | New |
| Financial & Tax Architects, LLC | 6,210 | $476.2K | 0.13% | +1,246+25.1% | Added |
| Siemens Fonds Invest GmbH | 6,229 | $477.6K | 0.04% | 00.0% | Unchanged |
| Marshall Wace, LLP | 6,292 | $482.4K | 0.00% | −62,672−90.9% | Reduced |
| Cullen Capital Management LLC | 6,385 | $489.5K | 0.01% | +2,553+66.6% | Added |
| Public Sector Pension Investment Board | 6,447 | $494.3K | 0.00% | +2,670+70.7% | Added |
| Strategic Blueprint, LLC | 6,486 | $497.3K | 0.03% | −840−11.5% | Reduced |
| Gen-Wealth Partners Inc | 6,679 | $512.1K | 0.25% | +510+8.3% | Added |
| Frank, Rimerman Advisors LLC | 6,849 | $525.1K | 0.04% | +6,849 | New |
| Morningstar Investment Services LLC | 6,937 | $528.0K | 0.01% | +417+6.4% | Added |
| Globeflex Capital L P | 6,932 | $531.5K | 0.06% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,973 | $534.6K | 0.03% | −814−10.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,029 | $538.9K | 0.01% | −546−7.2% | Reduced |
| MML Investors Services, LLC | 7,068 | $542.0K | 0.00% | −910−11.4% | Reduced |
| Occudo Quantitative Strategies LP | 7,100 | $544.4K | 0.10% | +7,100 | New |
| Independent Advisor Alliance | 7,355 | $563.9K | 0.02% | −456−5.8% | Reduced |
| Greenwich Wealth Management LLC | 7,382 | $566.0K | 0.04% | +10.0% | Added |
| Altshuler Shaham Ltd | 7,398 | $567.2K | 0.02% | 00.0% | Unchanged |
| Chicago Trust Co NA | 7,458 | $571.8K | 0.12% | +7,458 | New |
| LMR Partners LLP | 7,487 | $574.0K | 0.01% | +7,487 | New |
| Somerset Trust Co | 7,490 | $574.3K | 0.24% | −74−1.0% | Reduced |
| Quantitative Investment Management, LLC | 7,519 | $576.0K | 0.06% | +7,519 | New |
| Contravisory Investment Management, Inc. | 7,622 | $584.4K | 0.13% | +297+4.1% | Added |
| Bailard, Inc. | 7,627 | $584.8K | 0.02% | −167−2.1% | Reduced |
| Golden State Equity Partners | 7,679 | $588.7K | 0.12% | +7,679 | New |