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 |
|---|---|---|---|---|---|
| Marble Harbor Investment Counsel, LLC | 4,430 | $339.6K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,404 | $337.7K | 0.00% | +501+12.8% | Added |
| Ieq Capital, LLC | 4,395 | $337.0K | 0.00% | −52−1.2% | Reduced |
| Banque Cantonale Vaudoise | 4,349 | $334.0K | 0.01% | +3,648+520.4% | Added |
| Alan B. Lancz & Associates, Inc. | 4,342 | $332.9K | 0.33% | +4,342 | New |
| Paloma Partners Management Co | 4,336 | $332.4K | 0.03% | +4,336 | New |
| Stephenson National Bank & Trust | 4,332 | $332.1K | 0.11% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,300 | $329.7K | 0.01% | +1,023+31.2% | Added |
| Round Rock Advisors, LLC | 4,300 | $329.7K | 0.08% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 4,220 | $323.5K | 0.19% | +4,220 | New |
| Avantax Advisory Services, Inc. | 4,213 | $323.0K | 0.00% | +1,841+77.6% | Added |
| Gitterman Wealth Management, LLC | 4,203 | $322.2K | 0.12% | +766+22.3% | Added |
| Whitcomb & Hess, Inc. | 4,193 | $321.5K | 0.10% | 00.0% | Unchanged |
| Veriti Management LLC | 4,127 | $316.4K | 0.02% | +569+16.0% | Added |
| Oxford Financial Group Ltd | 4,127 | $316.4K | 0.02% | −15−0.4% | Reduced |
| Heron Bay Capital Management | 4,102 | $314.5K | 0.07% | 00.0% | Unchanged |
| Gibbs Wealth Management | 4,062 | $311.4K | 0.13% | +1,355+50.1% | Added |
| NEOS Investment Management LLC | 4,024 | $308.5K | 0.01% | +996+32.9% | Added |
| Buckingham Strategic Wealth, LLC | 3,929 | $301.2K | 0.00% | +726+22.7% | Added |
| Smith Shellnut Wilson LLC | 3,907 | $299.6K | 0.15% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,869 | $296.6K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,859 | $295.9K | 0.01% | +213+5.8% | Added |
| 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 |
| Stratos Wealth Partners, LTD. | 3,817 | $292.7K | 0.00% | −209−5.2% | Reduced |
| OneAscent Wealth Management LLC | 3,804 | $292.0K | 0.15% | +690+22.2% | Added |
| Vestcor Inc | 3,794 | $291.0K | 0.01% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,790 | $290.6K | 0.09% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3,760 | $288.3K | 0.05% | −563−13.0% | Reduced |
| Investment Management Corp of Ontario | 3,753 | $287.7K | 0.01% | +1,100+41.5% | Added |
| Burney Co | 3,741 | $286.8K | 0.01% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 3,250 | $285.6K | 0.09% | −25−0.8% | Reduced |
| Two Sigma Securities, LLC | 3,635 | $278.7K | 0.01% | −479−11.6% | Reduced |
| Wahed Invest LLC | 3,615 | $277.2K | 0.06% | +414+12.9% | Added |
| PFG Investments, LLC | 3,595 | $275.6K | 0.02% | +194+5.7% | Added |
| Greenleaf Trust | 3,555 | $272.6K | 0.00% | +56+1.6% | Added |
| Mirabella Financial Services LLP | 3,518 | $269.7K | 0.02% | +3,518 | New |
| Wedmont Private Capital | 3,403 | $269.6K | 0.02% | +128+3.9% | Added |
| 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 |
| Fifth Third Bancorp | 3,485 | $267.2K | 0.00% | +129+3.8% | Added |
| World Equity Group, Inc. | 3,474 | $266.4K | 0.08% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 3,434 | $263.3K | 0.01% | −9−0.3% | Reduced |
| HighPoint Advisor Group LLC | 2,895 | $255.0K | 0.02% | +53+1.9% | Added |
| Guardian Wealth Advisors, LLC | 3,294 | $252.5K | 0.16% | −117−3.4% | Reduced |
| Coldstream Capital Management Inc | 3,219 | $246.8K | 0.01% | +286+9.8% | Added |
| Capstone Investment Advisors, LLC | 3,204 | $245.7K | 0.01% | −232−6.8% | Reduced |
| Leavell Investment Management, Inc. | 3,200 | $245.0K | 0.01% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 3,188 | $244.0K | 0.00% | +3,188 | New |
| Systematic Portfolios LLC | 3,178 | $243.7K | 1.69% | +3,178 | New |
| MQS Management LLC | 3,150 | $241.5K | 0.15% | +437+16.1% | Added |
| Atomi Financial Group, Inc. | 3,131 | $240.1K | 0.02% | +3,131 | New |
| HB Wealth Management, LLC | 3,079 | $236.1K | 0.00% | +298+10.7% | Added |
| Bill Few Associates, Inc. | 3,078 | $236.0K | 0.09% | −280−8.3% | Reduced |
| First Affirmative Financial Network | 3,072 | $235.5K | 0.16% | +39+1.3% | Added |
| Equitable Holdings, Inc. | 3,071 | $235.5K | 0.00% | +9+0.3% | Added |
| ERTS Wealth Advisors, LLC | 3,052 | $234.0K | 0.05% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,987 | $229.0K | 0.04% | +122+4.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,956 | $226.5K | 0.00% | −198−6.3% | Reduced |
| Davenport & Co LLC | 2,950 | $226.2K | 0.00% | +23+0.8% | Added |
| Ci Investments Inc. | 2,943 | $226.0K | 0.00% | +240+8.9% | Added |
| Global Retirement Partners, LLC | 2,943 | $225.6K | 0.01% | −32−1.1% | Reduced |
| Seed Wealth Management, Inc. | 2,929 | $224.6K | 0.20% | 00.0% | Unchanged |
| 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 |
| Horizon Investments, LLC | 2,895 | $221.3K | 0.01% | +394+15.8% | Added |
| Clarius Group, LLC | 2,865 | $219.7K | 0.02% | −137−4.6% | Reduced |
| Forum Financial Management, LP | 2,844 | $218.1K | 0.00% | +4+0.1% | Added |
| Guggenheim Capital LLC | 2,810 | $215.4K | 0.00% | −2,686−48.9% | Reduced |
| GAMMA Investing LLC | 2,765 | $212.0K | 0.03% | +1,804+187.7% | Added |
| Sequoia Financial Advisors, LLC | 2,755 | $211.2K | 0.00% | +204+8.0% | Added |
| Profund Advisors LLC | 2,716 | $208.2K | 0.01% | −28−1.0% | Reduced |
| Bayesian Capital Management, LP | 2,688 | $206.1K | 0.02% | +2,688 | New |
| Portside Wealth Group, LLC | 2,677 | $205.2K | 0.04% | +176+7.0% | Added |
| SeaCrest Wealth Management, LLC | 2,654 | $203.5K | 0.02% | −47−1.7% | Reduced |
| Trajan Wealth LLC | 2,625 | $201.3K | 0.01% | −208−7.3% | Reduced |
| Mather Group, LLC. | 2,329 | $199.0K | 0.00% | +10+0.4% | Added |
| Bank of New Hampshire | 2,540 | $194.7K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,359 | $180.8K | 0.01% | −30−1.3% | Reduced |
| Sit Investment Associates Inc | 2,080 | $159.0K | 0.00% | −330−13.7% | Reduced |
| Anchor Investment Management, LLC | 1,809 | $138.7K | 0.01% | +774+74.8% | Added |
| Natixis Investment Managers International | 1,776 | $136.2K | 0.01% | −280−13.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,747 | $133.9K | 0.00% | −159−8.3% | Reduced |
| State of Wyoming | 1,722 | $132.0K | 0.02% | +122+7.6% | Added |
| Quadrant Capital Group LLC | 1,620 | $124.2K | 0.01% | +6+0.4% | Added |
| EverSource Wealth Advisors, LLC | 1,336 | $117.4K | 0.01% | +290+27.7% | Added |
| Mendota Financial Group, LLC | 1,457 | $111.7K | 0.06% | −120−7.6% | Reduced |
| Hood River Capital Management LLC | 1,271 | $97.4K | 0.00% | +1,271 | New |
| Edmond de Rothschild Holding S.A. | 1,258 | $96.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,170 | $89.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,083 | $80.6K | 0.00% | +838+342.0% | 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 |
| Signaturefd, LLC | 997 | $76.4K | 0.00% | +1+0.1% | Added |
| Brown Brothers Harriman & Co | 975 | $74.8K | 0.00% | +901+1,217.6% | Added |
| Parallel Advisors, LLC | 972 | $74.5K | 0.00% | +12+1.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $74.4K | 0.03% | −120−11.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 877 | $67.3K | 0.01% | +877 | New |
| Richardson Financial Services Inc. | 789 | $60.5K | 0.04% | −118−13.0% | Reduced |
| Covestor Ltd | 748 | $57.0K | 0.04% | +3+0.4% | Added |