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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2024: 640 institutions
Q1 2021: 522 institutionsQ2 2021: 525 institutionsQ3 2021: 559 institutionsQ4 2021: 604 institutionsQ1 2022: 558 institutionsQ2 2022: 515 institutionsQ3 2022: 494 institutionsQ4 2022: 507 institutionsQ1 2023: 531 institutionsQ2 2023: 554 institutionsQ3 2023: 585 institutionsQ4 2023: 613 institutionsQ1 2024: 637 institutionsQ2 2024: 640 institutionsQ3 2024: 674 institutionsQ4 2024: 718 institutionsQ1 2025: 728 institutionsQ2 2025: 742 institutionsQ3 2025: 767 institutionsQ4 2025: 787 institutionsQ1 2026: 742 institutionsQ2 2026: 730 institutions
Value heldQ2 2024: $11.8B
Q1 2021: $9.27BQ2 2021: $10.1BQ3 2021: $10.9BQ4 2021: $10.7BQ1 2022: $8.04BQ2 2022: $6.57BQ3 2022: $6.13BQ4 2022: $6.80BQ1 2023: $8.27BQ2 2023: $9.51BQ3 2023: $9.55BQ4 2023: $11.1BQ1 2024: $13.0BQ2 2024: $11.8BQ3 2024: $14.6BQ4 2024: $15.1BQ1 2025: $13.1BQ2 2025: $15.3BQ3 2025: $16.9BQ4 2025: $16.0BQ1 2026: $13.3BQ2 2026: $11.7B
Institutions holding PNR and their total value by quarter
QuarterHoldersValue
Q2 2026730$11.7B
Q1 2026742$13.3B
Q4 2025787$16.0B
Q3 2025767$16.9B
Q2 2025742$15.3B
Q1 2025728$13.1B
Q4 2024718$15.1B
Q3 2024674$14.6B
Q2 2024640$11.8B
Q1 2024637$13.0B
Q4 2023613$11.1B
Q3 2023585$9.55B
Q2 2023554$9.51B
Q1 2023531$8.27B
Q4 2022507$6.80B
Q3 2022494$6.13B
Q2 2022515$6.57B
Q1 2022558$8.04B
Q4 2021604$10.7B
Q3 2021559$10.9B
Q2 2021525$10.1B
Q1 2021522$9.27B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q1 2024.

Institutions holding PNR in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
TFC Financial Management21$1.62K0.00%+8+61.5%Added
Ashton Thomas Private Wealth, LLC21$1.61K0.00%+21New
Venturi Wealth Management, LLC20$1.53K0.00%00.0%Unchanged
Independence Bank of Kentucky20$1.53K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC19$1.46K0.00%00.0%Unchanged
Gradient Investments LLC18$1.38K0.00%00.0%Unchanged
CVA Family Office, LLC17$1.30K0.00%+1+6.3%Added
Trifecta Capital Advisors, LLC16$1.23K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC16$1.23K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc16$1.23K0.00%00.0%Unchanged
Dunhill Financial, LLC16$1.20K0.00%+4+33.3%Added
Albion Financial Group15$1.15K0.00%00.0%Unchanged
Center for Financial Planning, Inc.14$1.07K0.00%00.0%Unchanged
True Wealth Design, LLC14$1.07K0.00%+3+27.3%Added
Glen Eagle Advisors, LLC14$1.07K0.00%−6−30.0%Reduced
Main Street Group, LTD14$1.07K0.00%00.0%Unchanged
Financial Management Professionals, Inc.15$1.00K0.00%−11−42.3%Reduced
Valley National Advisers Inc20$1.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC14$1.00K0.00%+14New
Hilltop National Bank12$9200.00%00.0%Unchanged
WR Wealth Planners, LLC12$9200.00%00.0%Unchanged
Zions Bancorporation, N.A.10$7670.00%−25−71.4%Reduced
Fortis Group Advisors, LLC9$6900.00%00.0%Unchanged
ZRC Wealth Management, LLC7$5370.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC6$4600.00%00.0%Unchanged
Ruedi Wealth Management, Inc.6$4600.00%+6New
Unique Wealth Strategies, LLC5$4270.00%+5New
Private Trust Co NA5$3830.00%−3−37.5%Reduced
Kelly Lawrence W & Associates Inc5$3830.00%00.0%Unchanged
Raleigh Capital Management Inc.5$3830.00%00.0%Unchanged
West Paces Advisors Inc.4$3070.00%00.0%Unchanged
SOA Wealth Advisors, LLC.2$1600.00%00.0%Unchanged
Hollencrest Capital Management2$1530.00%−15−88.2%Reduced
National Pension Service1$770.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC1$770.00%00.0%Unchanged
Kelly Financial Services LLC1$770.00%00.0%Unchanged
Triad Wealth Partners, LLC1$770.00%+1New
Beaird Harris Wealth Management, LLC0$330.00%0New
Harvest Fund Management Co., Ltd4$00.00%−388−99.0%Reduced
Capital Advisors, Ltd. LLC5$00.00%−4−44.4%Reduced
Proequities, Inc.0$00.00%−3−100.0%Sold out
Southpoint Capital Advisors LP0$00.00%−1,000,000−100.0%Sold out
AMF Pensionsforsakring AB0$00.00%−527,808−100.0%Sold out
Select Equity Group, L.P.0$00.00%−526,069−100.0%Sold out
Verition Fund Management LLC0$00.00%−276,917−100.0%Sold out
Waratah Capital Advisors Ltd.0$00.00%−126,326−100.0%Sold out
Pinnbrook Capital Management LP0$00.00%−113,720−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−69,138−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−68,192−100.0%Sold out
American International Group, Inc.0$00.00%−44,341−100.0%Sold out
HRT Financial LP0$00.00%−36,966−100.0%Sold out
Texas Permanent School Fund0$00.00%−34,171−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−29,897−100.0%Sold out
La Banque Postale Asset Management SA0$00.00%−24,039−100.0%Sold out
Granahan Investment Management Inc0$00.00%−19,154−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−13,905−100.0%Sold out
Entropy Technologies, LP0$00.00%−12,877−100.0%Sold out
Quadrature Capital Ltd0$00.00%−12,584−100.0%Sold out
Panagora Asset Management Inc0$00.00%−12,334−100.0%Sold out
Twin Tree Management, LP0$00.00%−10,520−100.0%Sold out
Dorsey & Whitney Trust CO LLC0$00.00%−8,795−100.0%Sold out
Winton Group Ltd0$00.00%−7,930−100.0%Sold out
Marco Investment Management LLC0$00.00%−6,900−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−6,666−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−6,200−100.0%Sold out
Seven Eight Capital, LP0$00.00%−5,657−100.0%Sold out
Symmetry Partners, LLC0$00.00%−4,662−100.0%Sold out
We Are One Seven, LLC0$00.00%−3,887−100.0%Sold out
Paradigm Asset Management Co LLC0$00.00%−3,500−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−3,403−100.0%Sold out
Bank of Nova Scotia0$00.00%−3,350−100.0%Sold out
Teza Capital Management LLC0$00.00%−3,297−100.0%Sold out
Walleye Trading LLC0$00.00%−3,247−100.0%Sold out
Aptus Capital Advisors, LLC0$00.00%−3,110−100.0%Sold out
Nebula Research & Development LLC0$00.00%−3,049−100.0%Sold out
Freestone Capital Holdings, LLC0$00.00%−3,010−100.0%Sold out
Glenmede Trust Co NA0$00.00%−2,870−100.0%Sold out
Old Mission Capital LLC0$00.00%−2,827−100.0%Sold out
Jump Financial, LLC0$00.00%−2,605−100.0%Sold out
Duality Advisers, LP0$00.00%−2,469−100.0%Sold out
Bradley Foster & Sargent Inc0$00.00%−2,375−100.0%Sold out
Hunter Associates Investment Management LLC0$00.00%−2,361−100.0%Sold out
Affiance Financial, LLC0$00.00%−2,351−100.0%Sold out
Values First Advisors, Inc.0$00.00%−2,350−100.0%Sold out
Allianz SE0$00.00%−450−100.0%Sold out
First United Bank Trust0$00.00%−133−100.0%Sold out
New Covenant Trust Company, N.A.0$00.00%−127−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−125−100.0%Sold out
South State Corp.0$00.00%−43−100.0%Sold out
Oliver Lagore Vanvalin Investment Group0$00.00%−35−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−30−100.0%Sold out
St Germain D J Co Inc0$00.00%−22−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−12−100.0%Sold out
Mine & Arao Wealth Creation & Management, LLC.0$00.00%−11−100.0%Sold out
Delta Asset Management LLC0$00.00%−8−100.0%Sold out
Jamison Private Wealth Management, Inc.0$00.00%−5−100.0%Sold out
Tfo-TDC, LLC0$00.00%−2−100.0%Sold out
Credit Suisse AG––––Not filed
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund––––Not filed
Tortoise Index Solutions, LLC––––Not filed