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 |
|---|---|---|---|---|---|
| Field & Main Bank | 730 | $56.0K | 0.02% | −110−13.1% | Reduced |
| Sentry Investment Management LLC | 712 | $55.0K | 0.02% | −146−17.0% | Reduced |
| PEAK6 Investments LLC | 693 | $53.1K | 0.00% | +693 | New |
| LRI Investments, LLC | 681 | $52.2K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 659 | $50.5K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 626 | $48.0K | 0.01% | +626 | New |
| Rational Advisors LLC | 602 | $46.2K | 0.00% | −31−4.9% | Reduced |
| AdvisorNet Financial, Inc | 550 | $42.2K | 0.00% | +100+22.2% | Added |
| Operose Advisors LLC | 520 | $39.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 463 | $35.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 443 | $34.0K | 0.00% | +41+10.2% | Added |
| Parkside Financial Bank & Trust | 440 | $33.7K | 0.01% | +171+63.6% | Added |
| Huntington National Bank | 421 | $32.3K | 0.00% | −10−2.3% | Reduced |
| Allworth Financial LP | 382 | $30.1K | 0.00% | +43+12.7% | Added |
| Cromwell Holdings LLC | 392 | $30.1K | 0.02% | +392 | New |
| NBC Securities, Inc. | 396 | $30.0K | 0.00% | −328−45.3% | Reduced |
| Quent Capital, LLC | 377 | $28.9K | 0.00% | −25−6.2% | Reduced |
| Lindbrook Capital, LLC | 355 | $27.2K | 0.00% | +13+3.8% | Added |
| Annapolis Financial Services, LLC | 350 | $26.8K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 344 | $26.2K | 0.00% | +40+13.2% | Added |
| Crewe Advisors LLC | 338 | $25.9K | 0.00% | +267+376.1% | Added |
| New England Capital Financial Advisors LLC | 324 | $24.9K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 323 | $24.8K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 320 | $24.5K | 0.01% | +320 | New |
| Assetmark, Inc | 305 | $23.4K | 0.00% | −23−7.0% | Reduced |
| First Horizon Advisors, Inc. | 300 | $23.0K | 0.00% | +76+33.9% | Added |
| Adirondack Trust Co | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 295 | $22.6K | 0.00% | −118−28.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 285 | $21.9K | 0.01% | +50+21.3% | Added |
| Fortitude Family Office, LLC | 264 | $20.2K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 260 | $19.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 240 | $18.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 222 | $17.0K | 0.00% | +6+2.8% | Added |
| Ronald Blue Trust, Inc. | 198 | $16.9K | 0.00% | +174+725.0% | Added |
| GHP Investment Advisors, Inc. | 213 | $16.3K | 0.00% | +33+18.3% | Added |
| Aspect Partners, LLC | 202 | $15.5K | 0.01% | +1+0.5% | Added |
| Trust Co of Vermont | 200 | $15.3K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $15.3K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 196 | $15.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 180 | $13.8K | 0.00% | +180 | New |
| Sandy Spring Bank | 165 | $12.7K | 0.00% | −1−0.6% | Reduced |
| Millburn Ridgefield Corp | 160 | $12.3K | 0.00% | −22−12.1% | Reduced |
| Catalyst Capital Advisors LLC | 160 | $12.3K | 0.00% | −22−12.1% | Reduced |
| JFS Wealth Advisors, LLC | 152 | $11.7K | 0.00% | −2−1.3% | Reduced |
| Global Wealth Strategies & Associates | 152 | $11.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 150 | $11.5K | 0.00% | +150 | New |
| Cullen/Frost Bankers, Inc. | 146 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 146 | $11.2K | 0.00% | +46+46.0% | Added |
| Citadel Advisors LLC | 140 | $10.7K | 0.00% | +140 | New |
| Farmers & Merchants Investments Inc | 131 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 131 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 113 | $9.98K | 0.00% | +27+31.4% | Added |
| Quarry LP | 127 | $9.74K | 0.00% | +127 | New |
| Blue Bell Private Wealth Management, LLC | 113 | $8.66K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 108 | $8.28K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 107 | $8.20K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 103 | $7.93K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $7.67K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $7.67K | 0.00% | +100 | New |
| Harbor Investment Advisory, LLC | 93 | $7.13K | 0.00% | +2+2.2% | Added |
| Smithfield Trust Co | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 88 | $6.75K | 0.00% | +88 | New |
| MCF Advisors LLC | 86 | $6.59K | 0.00% | +72+514.3% | Added |
| Financial Network Wealth Advisors LLC | 85 | $6.52K | 0.00% | +85 | New |
| Prestige Wealth Management Group LLC | 80 | $6.10K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 79 | $6.06K | 0.00% | +15+23.4% | Added |
| Lowe Wealth Advisors, LLC | 77 | $5.90K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 75 | $5.75K | 0.00% | −51−40.5% | Reduced |
| Versant Capital Management, Inc | 73 | $5.60K | 0.00% | −6−7.6% | Reduced |
| Bruce G. Allen Investments, LLC | 73 | $5.60K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 72 | $5.52K | 0.00% | +72 | New |
| Itau Unibanco Holding S.A. | 66 | $5.06K | 0.00% | +66 | New |
| Cohen & Steers, Inc. | 69 | $5.00K | 0.00% | −63−47.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 64 | $4.91K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 64 | $4.91K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 63 | $4.83K | 0.00% | +63 | New |
| Boyd Watterson Asset Management LLC | 56 | $4.29K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 56 | $4.29K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 53 | $4.06K | 0.00% | +53 | New |
| Beacon Capital Management, LLC | 45 | $3.45K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 44 | $3.37K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $3.07K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 39 | $2.99K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $2.99K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 38 | $2.91K | 0.00% | −9−19.1% | Reduced |
| Raffa Wealth Management, LLC | 38 | $2.90K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 36 | $2.76K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 35 | $2.68K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 34 | $2.63K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 34 | $2.61K | 0.00% | +3+9.7% | Added |
| Wetzel Investment Advisors, Inc. | 27 | $2.31K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $2.30K | 0.00% | +1+3.4% | Added |
| Whittier Trust Co | 30 | $2.30K | 0.00% | −9−23.1% | Reduced |
| Carolinas Wealth Consulting LLC | 28 | $2.15K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Tortoise Investment Management, LLC | 25 | $1.94K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 23 | $1.76K | 0.00% | 00.0% | Unchanged |