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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eastern Bank | 207 | $20.2K | 0.00% | +207 | New |
| GHP Investment Advisors, Inc. | 213 | $20.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 221 | $21.6K | 0.01% | −64−22.5% | Reduced |
| First Horizon Advisors, Inc. | 230 | $22.5K | 0.00% | −70−23.3% | Reduced |
| Quarry LP | 261 | $25.5K | 0.01% | +134+105.5% | Added |
| IFP Advisors, Inc | 264 | $25.8K | 0.00% | +42+18.9% | Added |
| Fortitude Family Office, LLC | 264 | $25.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 267 | $26.1K | 0.00% | −173−39.3% | Reduced |
| HM Payson & Co | 269 | $26.3K | 0.00% | +9+3.5% | Added |
| Hemington Wealth Management | 279 | $27.0K | 0.01% | +279 | New |
| Adirondack Trust Co | 300 | $29.3K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 312 | $30.5K | 0.00% | −43−12.1% | Reduced |
| New England Capital Financial Advisors LLC | 324 | $31.7K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 325 | $31.8K | 0.00% | +30+10.2% | Added |
| TD Private Client Wealth LLC | 327 | $32.0K | 0.00% | +4+1.2% | Added |
| CoreCap Advisors, LLC | 340 | $33.2K | 0.00% | −5,721−94.4% | Reduced |
| Annapolis Financial Services, LLC | 350 | $34.2K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 350 | $34.2K | 0.00% | −71−16.9% | Reduced |
| Field & Main Bank | 355 | $34.7K | 0.01% | −375−51.4% | Reduced |
| Quent Capital, LLC | 378 | $36.8K | 0.00% | +1+0.3% | Added |
| NBC Securities, Inc. | 383 | $37.0K | 0.00% | −13−3.3% | Reduced |
| Cromwell Holdings LLC | 392 | $38.3K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 525 | $40.3K | 0.00% | +327+165.2% | Added |
| Allworth Financial LP | 430 | $42.1K | 0.00% | +48+12.6% | Added |
| Key Financial Inc | 463 | $45.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 522 | $50.6K | 0.01% | +178+51.7% | Added |
| Operose Advisors LLC | 520 | $50.9K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 528 | $51.6K | 0.00% | −74−12.3% | Reduced |
| AdvisorNet Financial, Inc | 550 | $53.8K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 553 | $54.1K | 0.00% | +553 | New |
| Richardson Financial Services Inc. | 789 | $60.5K | 0.04% | 00.0% | Unchanged |
| True Wealth Design, LLC | 637 | $62.3K | 0.02% | +623+4,450.0% | Added |
| Central Trust Co | 659 | $64.4K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 673 | $65.8K | 0.01% | +673 | New |
| Covestor Ltd | 673 | $66.0K | 0.04% | −75−10.0% | Reduced |
| Massmutual Trust Co FSB | 705 | $68.9K | 0.00% | +262+59.1% | Added |
| Sentry Investment Management LLC | 712 | $70.0K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 725 | $70.9K | 0.02% | +725 | New |
| LRI Investments, LLC | 681 | $72.1K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 800 | $78.2K | 0.01% | +800 | New |
| Capital Performance Advisors LLP | 947 | $92.6K | 0.03% | +947 | New |
| Parallel Advisors, LLC | 949 | $92.9K | 0.00% | −23−2.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $94.9K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 978 | $95.6K | 0.00% | +3+0.3% | Added |
| Investors Research Corp | 1,000 | $97.8K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,040 | $102.0K | 0.00% | −1,040−50.0% | Reduced |
| Farther Finance Advisors, LLC | 1,076 | $105.2K | 0.00% | −7−0.6% | Reduced |
| Signaturefd, LLC | 1,098 | $107.4K | 0.00% | +101+10.1% | Added |
| Bryn Mawr Trust Co | 1,200 | $117.3K | 0.00% | +1,200 | New |
| Catalyst Funds Management Pty Ltd | 1,200 | $117.3K | 0.03% | +1,200 | New |
| Edmond de Rothschild Holding S.A. | 1,258 | $123.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,319 | $129.0K | 0.00% | +1,014+332.5% | Added |
| Whittier Trust Co of Nevada Inc | 1,337 | $130.7K | 0.00% | +167+14.3% | Added |
| Hood River Capital Management LLC | 1,381 | $135.0K | 0.00% | +110+8.7% | Added |
| Mendota Financial Group, LLC | 1,457 | $142.5K | 0.07% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,473 | $144.0K | 0.01% | −303−17.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,484 | $146.0K | 0.01% | +1,425+2,415.3% | Added |
| Quadrant Capital Group LLC | 1,612 | $157.6K | 0.01% | −8−0.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,630 | $159.4K | 0.01% | +294+22.0% | Added |
| Ameritas Investment Partners, Inc. | 1,747 | $170.8K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,774 | $173.5K | 0.02% | −35−1.9% | Reduced |
| Values First Advisors, Inc. | 1,820 | $177.9K | 0.10% | +1,820 | New |
| Aptus Capital Advisors, LLC | 2,050 | $200.5K | 0.00% | +2,050 | New |
| Marco Investment Management LLC | 2,100 | $205.4K | 0.02% | +2,100 | New |
| Ingalls & Snyder LLC | 2,150 | $210.0K | 0.01% | +2,150 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,152 | $210.4K | 0.02% | +2,152 | New |
| Checchi Capital Advisers, LLC | 2,155 | $210.7K | 0.02% | +2,155 | New |
| Atria Wealth Solutions, Inc. | 2,164 | $211.6K | 0.00% | +2,164 | New |
| Horizon Investments, LLC | 2,245 | $219.0K | 0.01% | −650−22.5% | Reduced |
| Wealthfront Advisers LLC | 2,242 | $219.2K | 0.00% | +2,242 | New |
| Hollow Brook Wealth Management LLC | 2,246 | $219.6K | 0.07% | +2,246 | New |
| IMPACTfolio, LLC | 2,255 | $220.5K | 0.11% | +2,255 | New |
| Mather Group, LLC. | 2,275 | $222.5K | 0.00% | −54−2.3% | Reduced |
| ORG Partners LLC | 2,275 | $222.5K | 0.04% | −6,200−73.2% | Reduced |
| Larson Financial Group LLC | 2,283 | $223.2K | 0.01% | −76−3.2% | Reduced |
| Norden Group LLC | 2,314 | $226.3K | 0.03% | +2,314 | New |
| Affiance Financial, LLC | 2,351 | $229.9K | 0.06% | +2,351 | New |
| Hunter Associates Investment Management LLC | 2,363 | $231.0K | 0.04% | +2,363 | New |
| Guggenheim Capital LLC | 2,374 | $232.2K | 0.00% | −436−15.5% | Reduced |
| Bradley Foster & Sargent Inc | 2,375 | $232.3K | 0.00% | +2,375 | New |
| Philadelphia Trust Co | 2,399 | $235.0K | 0.02% | +2,399 | New |
| Freestone Capital Holdings, LLC | 2,426 | $237.2K | 0.01% | +2,426 | New |
| CX Institutional | 2,435 | $238.1K | 0.01% | +2,435 | New |
| ISAM Funds (UK) Ltd | 2,467 | $241.2K | 0.14% | +2,467 | New |
| Claret Asset Management Corp | 2,490 | $243.0K | 0.04% | +2,490 | New |
| Trajan Wealth LLC | 2,490 | $243.5K | 0.01% | −135−5.1% | Reduced |
| Flagship Harbor Advisors, LLC | 2,510 | $245.5K | 0.01% | +2,510 | New |
| Kingsview Wealth Management, LLC | 2,528 | $247.2K | 0.01% | +2,528 | New |
| Bank of New Hampshire | 2,540 | $248.4K | 0.06% | 00.0% | Unchanged |
| Claro Advisors LLC | 2,546 | $249.0K | 0.03% | +2,546 | New |
| CWA Asset Management Group, LLC | 2,592 | $253.5K | 0.01% | +2,592 | New |
| Apollon Wealth Management, LLC | 2,621 | $256.3K | 0.01% | +2,621 | New |
| Merit Financial Group, LLC | 2,650 | $259.1K | 0.01% | −1,650−38.4% | Reduced |
| United Capital Financial Advisers, LLC | 2,652 | $259.3K | 0.00% | +2,652 | New |
| SeaCrest Wealth Management, LLC | 2,654 | $259.6K | 0.03% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 2,701 | $264.1K | 0.00% | −24,651−90.1% | Reduced |
| Ci Investments Inc. | 2,725 | $266.0K | 0.00% | −218−7.4% | Reduced |
| Forum Financial Management, LP | 2,811 | $274.9K | 0.00% | −33−1.2% | Reduced |
| Clarius Group, LLC | 2,866 | $280.2K | 0.02% | +10.0% | Added |
| Davenport & Co LLC | 2,897 | $283.3K | 0.00% | −53−1.8% | Reduced |