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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 7,720 | $591.9K | 0.02% | −32−0.4% | Reduced |
| XTX Topco Ltd | 7,935 | $608.4K | 0.05% | +3,330+72.3% | Added |
| Allspring Global Investments Holdings, LLC | 7,956 | $610.0K | 0.00% | +121+1.5% | Added |
| Inspire Advisors, LLC | 7,991 | $612.7K | 0.08% | −1,346−14.4% | Reduced |
| Gsa Capital Partners LLP | 8,204 | $629.0K | 0.04% | +8,204 | New |
| Mirova | 8,204 | $629.0K | 0.11% | +1,856+29.2% | Added |
| ORG Partners LLC | 8,475 | $631.2K | 0.08% | +8,475 | New |
| New Mexico Educational Retirement Board | 8,314 | $637.0K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 8,539 | $654.0K | 0.01% | −149−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,583 | $658.1K | 0.01% | +1,321+18.2% | Added |
| Atom Investors LP | 8,666 | $664.4K | 0.07% | +8,666 | New |
| Cornerstone Wealth Management, LLC | 8,674 | $665.0K | 0.05% | +153+1.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,831 | $677.1K | 0.03% | −200−2.2% | Reduced |
| Sound Financial Strategies Group, LLC | 8,952 | $686.4K | 0.60% | −406−4.3% | Reduced |
| Pinnacle Associates Ltd | 8,960 | $686.9K | 0.01% | −508−5.4% | Reduced |
| Addison Capital Co | 8,979 | $688.4K | 0.30% | +2,798+45.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,122 | $699.0K | 0.00% | −804−8.1% | Reduced |
| QRG Capital Management, Inc. | 9,131 | $700.1K | 0.01% | +477+5.5% | Added |
| Easterly Investment Partners LLC | 9,350 | $716.9K | 0.06% | −11,341−54.8% | Reduced |
| Louisiana State Employees Retirement System | 9,400 | $720.7K | 0.01% | −200−2.1% | Reduced |
| Securian Asset Management, Inc | 9,405 | $721.1K | 0.02% | −318−3.3% | Reduced |
| Integrated Wealth Concepts LLC | 9,627 | $738.1K | 0.01% | −981−9.2% | Reduced |
| Agf Management Ltd | 9,651 | $739.9K | 0.00% | −174−1.8% | Reduced |
| SlateStone Wealth, LLC | 10,010 | $767.0K | 0.08% | −101−1.0% | Reduced |
| Moors & Cabot, Inc. | 10,583 | $811.4K | 0.04% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 10,677 | $818.6K | 0.08% | −1,653−13.4% | Reduced |
| Toroso Investments, LLC | 10,678 | $818.7K | 0.01% | +1,989+22.9% | Added |
| Wetherby Asset Management Inc | 10,719 | $821.8K | 0.04% | +20.0% | Added |
| Hartford Investment Management Co | 10,743 | $823.7K | 0.03% | −17−0.2% | Reduced |
| Mercer Global Advisors Inc | 10,845 | $832.2K | 0.00% | −527−4.6% | Reduced |
| Oak Family Advisors, LLC | 10,964 | $840.6K | 0.32% | −49−0.4% | Reduced |
| American National Bank | 11,118 | $852.4K | 0.11% | −36−0.3% | Reduced |
| MBB Public Markets I LLC | 11,200 | $858.7K | 0.02% | +11,200 | New |
| Jacobs & Co | 11,534 | $884.0K | 0.09% | 00.0% | Unchanged |
| Principal Securities, Inc. | 11,706 | $897.5K | 0.02% | +526+4.7% | Added |
| Quantinno Capital Management LP | 11,751 | $901.0K | 0.02% | +1,205+11.4% | Added |
| Lido Advisors, LLC | 11,838 | $907.7K | 0.01% | −5,144−30.3% | Reduced |
| Davy Global Fund Management Ltd | 11,909 | $913.1K | 0.10% | +456+4.0% | Added |
| Kovitz Investment Group Partners, LLC | 11,976 | $918.2K | 0.01% | −390−3.2% | Reduced |
| Machina Capital S.A.S. | 12,097 | $927.5K | 0.42% | +12,097 | New |
| National Asset Management, Inc. | 12,319 | $944.5K | 0.02% | +5,841+90.2% | Added |
| Meyer Handelman Co | 12,420 | $952.2K | 0.03% | −1,200−8.8% | Reduced |
| Kentucky Retirement Systems | 12,511 | $959.2K | 0.03% | −42−0.3% | Reduced |
| Maryland State Retirement & Pension System | 12,628 | $968.2K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 12,635 | $968.7K | 0.18% | +12,635 | New |
| Umb Bank N A | 12,697 | $973.5K | 0.02% | −58,366−82.1% | Reduced |
| Miracle Mile Advisors, LLC | 12,750 | $977.5K | 0.02% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 12,796 | $981.1K | 0.02% | +12,796 | New |
| Rowland & Co Investment Counsel | 13,070 | $1.00M | 0.22% | −2,180−14.3% | Reduced |
| Pacer Advisors, Inc. | 13,110 | $1.01M | 0.00% | −959−6.8% | Reduced |
| Cornercap Investment Counsel Inc | 13,151 | $1.01M | 0.16% | +13,151 | New |
| Manchester Capital Management LLC | 13,190 | $1.01M | 0.12% | −1,187−8.3% | Reduced |
| Pathstone Holdings, LLC | 13,490 | $1.03M | 0.00% | +2,565+23.5% | Added |
| Gulf International Bank (UK) Ltd | 13,615 | $1.04M | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13,890 | $1.06M | 0.02% | +7,022+102.2% | Added |
| Cerity Partners LLC | 13,964 | $1.07M | 0.00% | +1,724+14.1% | Added |
| Elo Mutual Pension Insurance Co | 14,114 | $1.08M | 0.03% | −990−6.6% | Reduced |
| Oregon Public Employees Retirement Fund | 14,278 | $1.09M | 0.02% | +178+1.3% | Added |
| Rafferty Asset Management, LLC | 14,315 | $1.10M | 0.00% | −4,261−22.9% | Reduced |
| Piscataqua Savings Bank | 14,538 | $1.11M | 0.99% | −22−0.2% | Reduced |
| Advisors Asset Management, Inc. | 14,718 | $1.13M | 0.02% | +8,997+157.3% | Added |
| Edentree Asset Management Ltd | 15,457 | $1.18M | 0.38% | 00.0% | Unchanged |
| Macquarie Group Ltd | 15,558 | $1.19M | 0.00% | −547−3.4% | Reduced |
| Creative Planning | 15,661 | $1.20M | 0.00% | +578+3.8% | Added |
| American Century Companies Inc | 15,720 | $1.21M | 0.00% | +2,164+16.0% | Added |
| Park Avenue Securities LLC | 15,737 | $1.21M | 0.01% | −238−1.5% | Reduced |
| Aurora Investment Counsel | 15,761 | $1.21M | 0.71% | −2,775−15.0% | Reduced |
| Axq Capital, LP | 16,662 | $1.28M | 0.30% | −12,053−42.0% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 16,717 | $1.28M | 0.50% | −1,176−6.6% | Reduced |
| Centiva Capital, LP | 16,723 | $1.28M | 0.06% | +16,723 | New |
| Canada Pension Plan Investment Board | 17,324 | $1.33M | 0.00% | +17,324 | New |
| JustInvest LLC | 17,385 | $1.33M | 0.03% | +2,175+14.3% | Added |
| Zurich Insurance Group Ltd | 17,400 | $1.33M | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 17,689 | $1.36M | 0.00% | −1,097−5.8% | Reduced |
| State of Alaska, Department of Revenue | 17,935 | $1.38M | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 17,978 | $1.38M | 0.01% | −639−3.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,368 | $1.40M | 0.01% | −769,659−97.7% | Reduced |
| Illinois Municipal Retirement Fund | 18,246 | $1.40M | 0.02% | 00.0% | Unchanged |
| TradeLink Capital LLC | 11,417 | $1.45M | 4.19% | +11,417 | New |
| APG Asset Management N.V. | 20,312 | $1.45M | 0.00% | +11,900+141.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,985 | $1.46M | 0.02% | +4,796+33.8% | Added |
| Savant Capital, LLC | 19,225 | $1.47M | 0.01% | +1,675+9.5% | Added |
| Truist Financial Corp | 19,288 | $1.48M | 0.00% | +466+2.5% | Added |
| D.A. Davidson & Co. | 19,332 | $1.48M | 0.01% | −1,408−6.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 19,541 | $1.50M | 0.01% | +18,864+2,786.4% | Added |
| Neuberger Berman Group LLC | 19,773 | $1.52M | 0.00% | +1,425+7.8% | Added |
| Graham Capital Management, L.P. | 20,113 | $1.54M | 0.05% | +20,113 | New |
| Cinctive Capital Management LP | 20,168 | $1.55M | 0.08% | +20,168 | New |
| Y-Intercept (Hong Kong) Ltd | 20,208 | $1.55M | 0.08% | +15,270+309.2% | Added |
| Loudon Investment Management, LLC | 20,382 | $1.56M | 0.92% | −6,005−22.8% | Reduced |
| Lifeworks Advisors, LLC | 20,487 | $1.57M | 0.44% | +20,487 | New |
| CI Private Wealth, LLC | 20,881 | $1.60M | 0.00% | +632+3.1% | Added |
| Mutual of America Capital Management LLC | 20,945 | $1.61M | 0.02% | −734−3.4% | Reduced |
| CIBC World Markets Corp | 21,314 | $1.63M | 0.01% | +4,746+28.6% | Added |
| Ethic Inc. | 21,580 | $1.65M | 0.04% | +238+1.1% | Added |
| Xponance, Inc. | 21,855 | $1.68M | 0.02% | −109−0.5% | Reduced |
| ING Groep NV | 22,341 | $1.71M | 0.01% | −125,310−84.9% | Reduced |
| Outfitter Financial LLC | 22,945 | $1.76M | 1.46% | −1,010−4.2% | Reduced |
| STRS Ohio | 23,931 | $1.83M | 0.01% | +522+2.2% | Added |
| Atria Investments LLC | 23,972 | $1.84M | 0.02% | +6,601+38.0% | Added |