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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, Q3 2024

Institutional positions in PENTAIR plc as of Sep 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
674
+40 vs. Q2 2024
Shares held
149.8M
+11.6M (+8.4%) vs. Q2 2024
Total value
$14.6B
+$4.05B (+38.2%) vs. Q2 2024
New holders
97
214 more added
Sold out
57
251 more reduced

6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2024: 674 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 heldQ3 2024: $14.6B
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, Q3 2024

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q2 2024.

Institutions holding PNR in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
GW&K Investment Management, LLC2$00.00%−12−85.7%Reduced
Capital Advisors, Ltd. LLC5$00.00%00.0%Unchanged
Hollencrest Capital Management2$1960.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.2$1960.00%+2New
SOA Wealth Advisors, LLC.2$2040.00%00.0%Unchanged
Reston Wealth Management LLC3$3030.00%+3New
West Paces Advisors Inc.4$3910.00%00.0%Unchanged
Kelly Lawrence W & Associates Inc5$4890.00%00.0%Unchanged
Raleigh Capital Management Inc.5$4890.00%00.0%Unchanged
Heritage Wealth Advisors5$4890.00%+5New
Planned Solutions, Inc.5$4890.00%+5New
Cassady Schiller Wealth Management, LLC6$5870.00%00.0%Unchanged
ZRC Wealth Management, LLC7$6850.00%00.0%Unchanged
St Germain D J Co Inc7$6850.00%+7New
Fortis Group Advisors, LLC9$8800.00%00.0%Unchanged
Zions Bancorporation, N.A.10$9780.00%00.0%Unchanged
Claris Advisors, LLC10$9780.00%+10New
Rakuten Securities, Inc.10$9780.00%+10New
Financial Management Professionals, Inc.15$1.00K0.00%00.0%Unchanged
WR Wealth Planners, LLC12$1.17K0.00%00.0%Unchanged
Riverview Trust Co12$1.17K0.00%+12New
Oakworth Capital, Inc.13$1.27K0.00%+13New
TFC Financial Management13$1.28K0.00%−8−38.1%Reduced
Glen Eagle Advisors, LLC14$1.37K0.00%00.0%Unchanged
Main Street Group, LTD14$1.37K0.00%00.0%Unchanged
Group One Trading, L.P.14$1.37K0.00%+14New
Center for Financial Planning, Inc.14$1.37K0.00%00.0%Unchanged
Albion Financial Group15$1.47K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC14$1.49K0.00%+14New
Legacy Wealth Managment, LLC14$1.49K0.00%+14New
Armstrong Advisory Group, Inc16$1.56K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC16$1.56K0.00%00.0%Unchanged
Private Trust Co NA16$1.56K0.00%+11+220.0%Added
CVA Family Office, LLC17$1.66K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC19$1.86K0.00%00.0%Unchanged
Continuum Advisory, LLC18$1.91K0.00%−16−47.1%Reduced
Venturi Wealth Management, LLC20$1.96K0.00%00.0%Unchanged
Salem Investment Counselors Inc22$2.15K0.00%+22New
CGC Financial Services, LLC23$2.25K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC28$2.74K0.00%00.0%Unchanged
Hexagon Capital Partners LLC29$2.84K0.00%−102−77.9%Reduced
MV Capital Management, Inc.29$2.84K0.00%−1−3.3%Reduced
Whittier Trust Co30$2.93K0.00%00.0%Unchanged
M&R Capital Management Inc30$2.93K0.00%+30New
Capital Analysts, LLC26$3.00K0.00%00.0%Unchanged
Dunhill Financial, LLC33$3.26K0.00%+17+106.3%Added
PFS Partners, LLC34$3.37K0.00%00.0%Unchanged
Sunbelt Securities, Inc.35$3.42K0.00%00.0%Unchanged
Financial Perspectives, Inc36$3.52K0.00%00.0%Unchanged
Raffa Wealth Management, LLC38$3.69K0.00%00.0%Unchanged
Tucker Asset Management LLC38$3.72K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC39$3.81K0.00%00.0%Unchanged
SJS Investment Consulting Inc.39$3.81K0.00%00.0%Unchanged
Estabrook Capital Management40$3.91K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA44$4.00K0.00%00.0%Unchanged
DT Investment Partners, LLC44$4.30K0.00%00.0%Unchanged
Beacon Capital Management, LLC45$4.40K0.00%00.0%Unchanged
Meeder Asset Management Inc47$4.60K0.00%−133−73.9%Reduced
Boyd Watterson Asset Management LLC56$5.48K0.00%00.0%Unchanged
AllSquare Wealth Management LLC56$5.48K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC71$6.00K0.00%+29+69.0%Added
Frazier Financial Advisors, LLC64$6.26K0.00%00.0%Unchanged
Private Wealth Management Group, LLC65$6.36K0.00%+1+1.6%Added
Itau Unibanco Holding S.A.66$6.45K0.00%00.0%Unchanged
FSA Wealth Management LLC67$6.55K0.00%+67New
Olistico Wealth, LLC72$7.04K0.00%00.0%Unchanged
Versant Capital Management, Inc73$7.14K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC73$7.14K0.01%00.0%Unchanged
Cape Investment Advisory, Inc.75$7.33K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC77$7.53K0.00%00.0%Unchanged
Rothschild Investment LLC79$7.72K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC80$7.78K0.00%00.0%Unchanged
Smithfield Trust Co84$8.00K0.00%00.0%Unchanged
Addison Advisors LLC84$8.21K0.00%+84New
MCF Advisors LLC86$8.41K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC91$8.90K0.00%−2−2.2%Reduced
TD Waterhouse Canada Inc.100$9.68K0.00%+100New
Newbridge Financial Services Group, Inc.100$9.78K0.00%00.0%Unchanged
Colonial Trust Co104$10.2K0.00%+4+4.0%Added
Sachetta, LLC107$10.5K0.00%−6−5.3%Reduced
McIlrath & Eck, LLC108$10.6K0.00%00.0%Unchanged
Jaffetilchin Investment Partners, LLC112$11.0K0.00%+112New
Blue Bell Private Wealth Management, LLC124$12.1K0.00%+11+9.7%Added
Millburn Ridgefield Corp130$12.7K0.00%−30−18.8%Reduced
Catalyst Capital Advisors LLC130$12.7K0.00%−30−18.8%Reduced
Farmers & Merchants Investments Inc131$12.8K0.00%00.0%Unchanged
Ashton Thomas Securities, LLC135$13.2K0.00%+135New
Washington Trust Co140$13.7K0.00%+33+30.8%Added
Bell Investment Advisors, Inc146$14.3K0.00%00.0%Unchanged
Sandy Spring Bank150$14.7K0.00%−15−9.1%Reduced
HHM Wealth Advisors, LLC150$14.7K0.00%00.0%Unchanged
Global Wealth Strategies & Associates152$14.9K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC156$15.3K0.00%+4+2.6%Added
Jones Financial Companies LLLP169$16.4K0.00%+81+92.0%Added
Park Place Capital Corp168$16.4K0.00%−72−30.0%Reduced
Aspect Partners, LLC168$16.4K0.01%−34−16.8%Reduced
Global Financial Private Client, LLC180$17.6K0.01%+180New
Sittner & Nelson, LLC196$19.2K0.01%00.0%Unchanged
Trust Co of Vermont200$19.6K0.00%00.0%Unchanged
Concord Wealth Partners200$19.6K0.00%00.0%Unchanged