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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 2,923 | $285.8K | 0.03% | +158+5.7% | Added |
| LVW Advisors, LLC | 2,925 | $286.0K | 0.04% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 2,929 | $286.4K | 0.23% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,956 | $289.1K | 0.01% | +31+1.1% | Added |
| Portside Wealth Group, LLC | 2,989 | $292.3K | 0.05% | +312+11.7% | Added |
| BSW Wealth Partners | 2,995 | $292.9K | 0.04% | +8+0.3% | Added |
| ERTS Wealth Advisors, LLC | 3,052 | $298.5K | 0.06% | 00.0% | Unchanged |
| First Affirmative Financial Network | 3,083 | $301.5K | 0.17% | +11+0.4% | Added |
| Pensionmark Financial Group, LLC | 3,089 | $302.1K | 0.01% | +3,089 | New |
| Equitable Holdings, Inc. | 3,099 | $303.1K | 0.00% | +28+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 3,117 | $304.7K | 0.00% | +161+5.4% | Added |
| Guardian Wealth Advisors, LLC | 3,131 | $306.2K | 0.19% | −163−4.9% | Reduced |
| Bill Few Associates, Inc. | 3,137 | $306.8K | 0.11% | +59+1.9% | Added |
| Capstone Investment Advisors, LLC | 3,169 | $309.9K | 0.01% | −35−1.1% | Reduced |
| GTS Securities LLC | 3,187 | $311.7K | 0.01% | +3,187 | New |
| HighPoint Advisor Group LLC | 3,183 | $313.4K | 0.02% | +288+9.9% | Added |
| Pflug Koory, LLC | 3,215 | $314.4K | 0.15% | +3,215 | New |
| Harvest Fund Management Co., Ltd | 3,283 | $321.0K | 0.02% | +3,279+81,975.0% | Added |
| Copperwynd Financial, LLC | 3,316 | $324.3K | 0.10% | +66+2.0% | Added |
| Meridian Investment Counsel Inc. | 3,349 | $327.5K | 0.10% | −441−11.6% | Reduced |
| Wedmont Private Capital | 3,454 | $331.0K | 0.02% | +51+1.5% | Added |
| Argyle Capital Management Inc. | 3,400 | $332.5K | 0.13% | −1,100−24.4% | Reduced |
| Azimuth Capital Investment Management LLC | 3,409 | $333.4K | 0.01% | −25−0.7% | Reduced |
| HB Wealth Management, LLC | 3,452 | $337.6K | 0.00% | +373+12.1% | Added |
| World Equity Group, Inc. | 3,474 | $339.7K | 0.12% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,530 | $345.2K | 0.00% | −874−19.8% | Reduced |
| PFG Investments, LLC | 3,569 | $349.0K | 0.02% | −26−0.7% | Reduced |
| USA Financial Portformulas Corp | 3,573 | $349.4K | 0.05% | −187−5.0% | Reduced |
| Net Worth Advisory Group | 3,574 | $349.5K | 0.10% | +3,574 | New |
| Atomi Financial Group, Inc. | 3,588 | $350.9K | 0.02% | +457+14.6% | Added |
| Ostrum Asset Management | 3,592 | $351.3K | 0.03% | −1,399−28.0% | Reduced |
| OneAscent Wealth Management LLC | 3,602 | $352.0K | 0.13% | −202−5.3% | Reduced |
| iA Global Asset Management Inc. | 3,609 | $353.0K | 0.01% | +421+13.2% | Added |
| ELCO Management Co., LLC | 3,623 | $354.3K | 0.19% | −597−14.1% | Reduced |
| Teza Capital Management LLC | 3,628 | $354.8K | 0.04% | +3,628 | New |
| Coldstream Capital Management Inc | 3,652 | $360.6K | 0.01% | +433+13.5% | Added |
| Burney Co | 3,741 | $365.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,765 | $368.2K | 0.00% | +280+8.0% | Added |
| MBB Public Markets I LLC | 3,780 | $369.6K | 0.03% | −7,420−66.3% | Reduced |
| Vestcor Inc | 3,794 | $371.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,843 | $375.8K | 0.01% | +900+30.6% | Added |
| Fukoku Mutual Life Insurance Co | 3,869 | $378.4K | 0.03% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,902 | $382.0K | 0.27% | −1,797−31.5% | Reduced |
| Smith Shellnut Wilson LLC | 3,907 | $382.1K | 0.17% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,910 | $382.4K | 0.01% | +51+1.3% | Added |
| Greenleaf Trust | 3,919 | $383.2K | 0.00% | +364+10.2% | Added |
| Leavell Investment Management, Inc. | 3,976 | $388.8K | 0.02% | +776+24.3% | Added |
| Baader Bank INC | 4,000 | $391.2K | 0.03% | +4,000 | New |
| Wahed Invest LLC | 4,007 | $391.8K | 0.07% | +392+10.8% | Added |
| Tower Research Capital LLC (TRC) | 4,013 | $392.4K | 0.01% | −9,877−71.1% | Reduced |
| Applied Finance Capital Management, LLC | 4,083 | $399.3K | 0.02% | −421−9.3% | Reduced |
| Oxford Financial Group Ltd | 4,127 | $403.6K | 0.03% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 4,193 | $410.0K | 0.12% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 4,225 | $413.2K | 0.08% | +3,348+381.8% | Added |
| Round Rock Advisors, LLC | 4,300 | $420.5K | 0.10% | 00.0% | Unchanged |
| Veriti Management LLC | 4,332 | $423.6K | 0.02% | +205+5.0% | Added |
| Alan B. Lancz & Associates, Inc. | 4,342 | $424.6K | 0.39% | 00.0% | Unchanged |
| LMR Partners LLP | 4,366 | $427.0K | 0.01% | −3,121−41.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,430 | $433.2K | 0.05% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 4,431 | $433.3K | 0.18% | +228+5.4% | Added |
| Stephenson National Bank & Trust | 4,434 | $433.6K | 0.14% | +102+2.4% | Added |
| Sciencast Management LP | 4,441 | $434.3K | 0.13% | +4,441 | New |
| Squarepoint Ops LLC | 4,456 | $435.8K | 0.00% | −43−1.0% | Reduced |
| Benjamin Edwards Inc | 4,464 | $436.5K | 0.01% | +4,464 | New |
| EP Wealth Advisors, LLC | 4,498 | $439.8K | 0.00% | +4,498 | New |
| Avantax Advisory Services, Inc. | 4,510 | $441.1K | 0.00% | +297+7.0% | Added |
| Graham Capital Management, L.P. | 4,524 | $442.4K | 0.01% | −15,589−77.5% | Reduced |
| Two Sigma Securities, LLC | 4,567 | $446.6K | 0.04% | +932+25.6% | Added |
| Gibbs Wealth Management | 4,589 | $448.8K | 0.15% | +527+13.0% | Added |
| Diametric Capital, LP | 4,783 | $467.7K | 0.23% | +4,783 | New |
| Phoenix Holdings Ltd. | 4,785 | $468.9K | 0.01% | −203−4.1% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,822 | $471.5K | 0.12% | +8+0.2% | Added |
| NEOS Investment Management LLC | 4,836 | $472.9K | 0.01% | +812+20.2% | Added |
| V-Square Quantitative Management LLC | 4,851 | $474.4K | 0.07% | −38−0.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,900 | $479.2K | 0.03% | −455−8.5% | Reduced |
| High Note Wealth, LLC | 4,900 | $479.2K | 0.14% | +10.0% | Added |
| Algert Global LLC | 4,900 | $479.2K | 0.01% | +4,900 | New |
| State of Wyoming | 4,998 | $488.8K | 0.07% | +3,276+190.2% | Added |
| Sequoia Financial Advisors, LLC | 5,034 | $492.2K | 0.01% | +2,279+82.7% | Added |
| Global X Japan Co., Ltd. | 5,035 | $492.4K | 0.06% | −372−6.9% | Reduced |
| Davis R M Inc | 5,040 | $492.8K | 0.01% | +4+0.1% | Added |
| Dark Forest Capital Management LP | 5,058 | $494.6K | 0.06% | +5,058 | New |
| Wolverine Trading, LLC | 5,183 | $502.7K | 0.01% | +5,183 | New |
| Annex Advisory Services, LLC | 5,218 | $510.3K | 0.02% | −19−0.4% | Reduced |
| Main Street Financial Solutions, LLC | 5,229 | $511.4K | 0.05% | +82+1.6% | Added |
| Sherbrooke Park Advisers LLC | 5,255 | $513.9K | 0.12% | +5,255 | New |
| Brevan Howard Capital Management LP | 5,278 | $516.1K | 0.02% | +5,278 | New |
| Stephens Inc | 5,316 | $519.9K | 0.01% | −57−1.1% | Reduced |
| Creative Financial Designs Inc | 5,321 | $520.3K | 0.04% | +484+10.0% | Added |
| Blackhawk Capital Partners LLC. | 5,382 | $526.3K | 0.28% | +187+3.6% | Added |
| Private Advisor Group, LLC | 5,395 | $527.6K | 0.00% | +734+15.7% | Added |
| Mackenzie Financial Corp | 5,539 | $541.7K | 0.00% | −11−0.2% | Reduced |
| Illinois Municipal Retirement Fund | 5,540 | $541.8K | 0.01% | −12,706−69.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,544 | $542.2K | 0.01% | +5,544 | New |
| Investment Management Corp of Ontario | 5,553 | $543.0K | 0.01% | +1,800+48.0% | Added |
| First Manhattan Co | 5,638 | $551.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,650 | $552.5K | 0.00% | +824+17.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,669 | $554.3K | 0.15% | +927+19.5% | Added |
| Omers Administration Corp | 5,708 | $558.2K | 0.01% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 5,752 | $562.0K | 0.06% | −1,767−23.5% | Reduced |