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 |
|---|---|---|---|---|---|
| Machina Capital S.A.S. | 12,097 | $927.5K | 0.42% | +12,097 | New |
| Kovitz Investment Group Partners, LLC | 11,976 | $918.2K | 0.01% | −390−3.2% | Reduced |
| Davy Global Fund Management Ltd | 11,909 | $913.1K | 0.10% | +456+4.0% | Added |
| Lido Advisors, LLC | 11,838 | $907.7K | 0.01% | −5,144−30.3% | Reduced |
| Quantinno Capital Management LP | 11,751 | $901.0K | 0.02% | +1,205+11.4% | Added |
| Principal Securities, Inc. | 11,706 | $897.5K | 0.02% | +526+4.7% | Added |
| Jacobs & Co | 11,534 | $884.0K | 0.09% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 11,200 | $858.7K | 0.02% | +11,200 | New |
| American National Bank | 11,118 | $852.4K | 0.11% | −36−0.3% | Reduced |
| Oak Family Advisors, LLC | 10,964 | $840.6K | 0.32% | −49−0.4% | Reduced |
| Mercer Global Advisors Inc | 10,845 | $832.2K | 0.00% | −527−4.6% | Reduced |
| Hartford Investment Management Co | 10,743 | $823.7K | 0.03% | −17−0.2% | Reduced |
| Wetherby Asset Management Inc | 10,719 | $821.8K | 0.04% | +20.0% | Added |
| Toroso Investments, LLC | 10,678 | $818.7K | 0.01% | +1,989+22.9% | Added |
| United Asset Strategies, Inc. | 10,677 | $818.6K | 0.08% | −1,653−13.4% | Reduced |
| Moors & Cabot, Inc. | 10,583 | $811.4K | 0.04% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 10,010 | $767.0K | 0.08% | −101−1.0% | Reduced |
| Agf Management Ltd | 9,651 | $739.9K | 0.00% | −174−1.8% | Reduced |
| Integrated Wealth Concepts LLC | 9,627 | $738.1K | 0.01% | −981−9.2% | Reduced |
| Securian Asset Management, Inc | 9,405 | $721.1K | 0.02% | −318−3.3% | Reduced |
| Louisiana State Employees Retirement System | 9,400 | $720.7K | 0.01% | −200−2.1% | Reduced |
| Easterly Investment Partners LLC | 9,350 | $716.9K | 0.06% | −11,341−54.8% | Reduced |
| QRG Capital Management, Inc. | 9,131 | $700.1K | 0.01% | +477+5.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,122 | $699.0K | 0.00% | −804−8.1% | Reduced |
| Addison Capital Co | 8,979 | $688.4K | 0.30% | +2,798+45.3% | Added |
| Pinnacle Associates Ltd | 8,960 | $686.9K | 0.01% | −508−5.4% | Reduced |
| Sound Financial Strategies Group, LLC | 8,952 | $686.4K | 0.60% | −406−4.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,831 | $677.1K | 0.03% | −200−2.2% | Reduced |
| Cornerstone Wealth Management, LLC | 8,674 | $665.0K | 0.05% | +153+1.8% | Added |
| Atom Investors LP | 8,666 | $664.4K | 0.07% | +8,666 | New |
| O'Shaughnessy Asset Management, LLC | 8,583 | $658.1K | 0.01% | +1,321+18.2% | Added |
| Crossmark Global Holdings, Inc. | 8,539 | $654.0K | 0.01% | −149−1.7% | Reduced |
| New Mexico Educational Retirement Board | 8,314 | $637.0K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 8,475 | $631.2K | 0.08% | +8,475 | New |
| Mirova | 8,204 | $629.0K | 0.11% | +1,856+29.2% | Added |
| Gsa Capital Partners LLP | 8,204 | $629.0K | 0.04% | +8,204 | New |
| Inspire Advisors, LLC | 7,991 | $612.7K | 0.08% | −1,346−14.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,956 | $610.0K | 0.00% | +121+1.5% | Added |
| XTX Topco Ltd | 7,935 | $608.4K | 0.05% | +3,330+72.3% | Added |
| Sigma Planning Corp | 7,720 | $591.9K | 0.02% | −32−0.4% | Reduced |
| Golden State Equity Partners | 7,679 | $588.7K | 0.12% | +7,679 | New |
| Bailard, Inc. | 7,627 | $584.8K | 0.02% | −167−2.1% | Reduced |
| Contravisory Investment Management, Inc. | 7,622 | $584.4K | 0.13% | +297+4.1% | Added |
| Quantitative Investment Management, LLC | 7,519 | $576.0K | 0.06% | +7,519 | New |
| Somerset Trust Co | 7,490 | $574.3K | 0.24% | −74−1.0% | Reduced |
| LMR Partners LLP | 7,487 | $574.0K | 0.01% | +7,487 | New |
| Chicago Trust Co NA | 7,458 | $571.8K | 0.12% | +7,458 | New |
| Altshuler Shaham Ltd | 7,398 | $567.2K | 0.02% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 7,382 | $566.0K | 0.04% | +10.0% | Added |
| Independent Advisor Alliance | 7,355 | $563.9K | 0.02% | −456−5.8% | Reduced |
| Occudo Quantitative Strategies LP | 7,100 | $544.4K | 0.10% | +7,100 | New |
| MML Investors Services, LLC | 7,068 | $542.0K | 0.00% | −910−11.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,029 | $538.9K | 0.01% | −546−7.2% | Reduced |
| Csenge Advisory Group | 6,973 | $534.6K | 0.03% | −814−10.5% | Reduced |
| Globeflex Capital L P | 6,932 | $531.5K | 0.06% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 6,937 | $528.0K | 0.01% | +417+6.4% | Added |
| Frank, Rimerman Advisors LLC | 6,849 | $525.1K | 0.04% | +6,849 | New |
| Gen-Wealth Partners Inc | 6,679 | $512.1K | 0.25% | +510+8.3% | Added |
| Strategic Blueprint, LLC | 6,486 | $497.3K | 0.03% | −840−11.5% | Reduced |
| Public Sector Pension Investment Board | 6,447 | $494.3K | 0.00% | +2,670+70.7% | Added |
| Cullen Capital Management LLC | 6,385 | $489.5K | 0.01% | +2,553+66.6% | Added |
| Marshall Wace, LLP | 6,292 | $482.4K | 0.00% | −62,672−90.9% | Reduced |
| Siemens Fonds Invest GmbH | 6,229 | $477.6K | 0.04% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 6,210 | $476.2K | 0.13% | +1,246+25.1% | Added |
| Sanctuary Advisors, LLC | 5,909 | $472.5K | 0.00% | +5,909 | New |
| CoreCap Advisors, LLC | 6,061 | $464.7K | 0.05% | +5,723+1,693.2% | Added |
| Tokio Marine Asset Management Co Ltd | 6,049 | $463.8K | 0.02% | 00.0% | Unchanged |
| RBF Capital, LLC | 6,000 | $460.0K | 0.03% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 5,961 | $457.0K | 0.15% | +5,961 | New |
| Harbour Investments, Inc. | 5,949 | $456.1K | 0.02% | +34+0.6% | Added |
| Norinchukin Bank, The | 5,901 | $452.4K | 0.01% | +136+2.4% | Added |
| Acadian Asset Management LLC | 5,846 | $447.0K | 0.00% | +5,846 | New |
| Omers Administration Corp | 5,708 | $437.6K | 0.00% | +5,708 | New |
| OneAscent Financial Services LLC | 5,699 | $437.0K | 0.06% | +1,057+22.8% | Added |
| First Manhattan Co | 5,638 | $432.3K | 0.00% | +281+5.2% | Added |
| Revisor Wealth Management LLC | 5,602 | $429.5K | 0.30% | −4,120−42.4% | Reduced |
| Vinva Investment Management Ltd | 5,612 | $426.8K | 0.02% | +2,433+76.5% | Added |
| Mackenzie Financial Corp | 5,550 | $425.5K | 0.00% | −10,713−65.9% | Reduced |
| CWM, LLC | 5,414 | $415.0K | 0.00% | +2,538+88.2% | Added |
| Global X Japan Co., Ltd. | 5,407 | $414.6K | 0.06% | −441−7.5% | Reduced |
| Stephens Inc | 5,373 | $411.9K | 0.01% | −349−6.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,355 | $410.6K | 0.03% | −100−1.8% | Reduced |
| Annex Advisory Services, LLC | 5,237 | $401.6K | 0.01% | −657−11.1% | Reduced |
| Blackhawk Capital Partners LLC. | 5,195 | $398.3K | 0.24% | −768−12.9% | Reduced |
| Main Street Financial Solutions, LLC | 5,147 | $394.7K | 0.04% | +11+0.2% | Added |
| Vident Advisory, LLC | 5,092 | $390.4K | 0.01% | −1,066−17.3% | Reduced |
| Davis R M Inc | 5,036 | $386.1K | 0.01% | +35+0.7% | Added |
| Ostrum Asset Management | 4,991 | $382.7K | 0.03% | +365+7.9% | Added |
| Phoenix Holdings Ltd. | 4,988 | $379.2K | 0.01% | +93+1.9% | Added |
| High Note Wealth, LLC | 4,899 | $375.6K | 0.11% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,889 | $374.8K | 0.06% | −5−0.1% | Reduced |
| Creative Financial Designs Inc | 4,837 | $370.8K | 0.03% | +1,975+69.0% | Added |
| GWM Advisors LLC | 4,826 | $370.0K | 0.00% | +228+5.0% | Added |
| Shakespeare Wealth Management, Inc. | 4,814 | $369.1K | 0.11% | −162−3.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,742 | $363.5K | 0.11% | +4,742 | New |
| Private Advisor Group, LLC | 4,661 | $357.3K | 0.00% | +519+12.5% | Added |
| Campbell & CO Investment Adviser LLC | 4,577 | $350.9K | 0.03% | +4,577 | New |
| Applied Finance Capital Management, LLC | 4,504 | $345.3K | 0.02% | +4,504 | New |
| Argyle Capital Management Inc. | 4,500 | $345.0K | 0.14% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,499 | $344.9K | 0.00% | +16+0.4% | Added |