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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
Greenland Capital Management LP5,901$577.1K0.10%+5,901New
RBF Capital, LLC6,000$586.7K0.03%00.0%Unchanged
Revisor Wealth Management LLC6,022$588.9K0.37%+420+7.5%Added
Siemens Fonds Invest GmbH6,156$602.0K0.05%−73−1.2%Reduced
Sterling Capital Management LLC6,294$615.5K0.01%+6,294New
Pallas Capital Advisors LLC6,222$618.4K0.03%+6,222New
Fox Run Management, L.L.C.6,327$618.7K0.14%−6,308−49.9%Reduced
Brinker Capital Investments, LLC6,347$620.7K0.01%+2,837+80.8%Added
Orion Portfolio Solutions, LLC6,347$620.7K0.01%+2,837+80.8%Added
Strategic Blueprint, LLC6,410$626.8K0.04%−76−1.2%Reduced
Gen-Wealth Partners Inc6,345$630.5K0.28%−334−5.0%Reduced
Cullen Capital Management LLC6,451$630.8K0.01%+66+1.0%Added
Financial & Tax Architects, LLC6,513$636.9K0.16%+303+4.9%Added
Tokio Marine Asset Management Co Ltd6,530$638.6K0.03%+481+8.0%Added
Harbour Investments, Inc.6,585$643.9K0.02%+636+10.7%Added
Frank, Rimerman Advisors LLC6,733$658.4K0.05%−116−1.7%Reduced
Glenmede Trust Co NA6,809$665.9K0.00%+6,809New
Norinchukin Bank, The6,910$675.7K0.02%+1,009+17.1%Added
Globeflex Capital L P6,932$677.9K0.06%00.0%Unchanged
Mirova7,017$686.2K0.12%−1,187−14.5%Reduced
Colony Group, LLC7,027$687.2K0.00%+7,027New
Prime Capital Investment Advisors, LLC7,033$687.7K0.01%+4+0.1%Added
ORG Wealth Partners, LLC7,117$696.0K0.23%+7,117New
Public Sector Pension Investment Board7,147$698.9K0.00%+700+10.9%Added
Citadel Advisors LLC7,148$699.0K0.00%+7,008+5,005.7%Added
Morningstar Investment Services LLC7,220$700.0K0.01%+283+4.1%Added
Sigma Planning Corp7,206$704.7K0.02%−514−6.7%Reduced
MML Investors Services, LLC7,281$712.0K0.00%+213+3.0%Added
Greenwich Wealth Management LLC7,355$719.0K0.05%−27−0.4%Reduced
Altshuler Shaham Ltd7,398$723.5K0.04%00.0%Unchanged
Somerset Trust Co7,479$731.4K0.27%−11−0.1%Reduced
Contravisory Investment Management, Inc.7,514$734.8K0.16%−108−1.4%Reduced
Independent Advisor Alliance7,525$735.9K0.03%+170+2.3%Added
Pinnacle Associates Ltd10,131$736.6K0.01%+1,171+13.1%Added
Csenge Advisory Group7,573$739.4K0.04%+600+8.6%Added
Allspring Global Investments Holdings, LLC7,713$754.3K0.00%−243−3.1%Reduced
Crossmark Global Holdings, Inc.8,029$785.0K0.01%−510−6.0%Reduced
New Mexico Educational Retirement Board8,114$793.0K0.03%−200−2.4%Reduced
Inspire Advisors, LLC8,121$794.2K0.10%+130+1.6%Added
Bailard, Inc.8,185$800.4K0.02%+558+7.3%Added
Cinctive Capital Management LP8,712$851.9K0.05%−11,456−56.8%Reduced
Cornerstone Wealth Management, LLC8,760$856.6K0.06%+86+1.0%Added
Cornercap Investment Counsel Inc8,838$864.3K0.26%−4,313−32.8%Reduced
Addison Capital Co8,976$877.7K0.35%−30.0%Reduced
Sound Financial Strategies Group, LLC9,061$886.1K0.71%+109+1.2%Added
Securian Asset Management, Inc9,094$889.3K0.03%−311−3.3%Reduced
Agf Management Ltd9,156$895.4K0.00%−495−5.1%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC9,163$896.1K0.04%+332+3.8%Added
CenterBook Partners LP9,223$901.9K0.06%−40,950−81.6%Reduced
Louisiana State Employees Retirement System9,300$909.4K0.02%−100−1.1%Reduced
QRG Capital Management, Inc.9,321$911.5K0.01%+190+2.1%Added
New England Research & Management, Inc.9,350$914.0K0.43%+5,500+142.9%Added
Easterly Investment Partners LLC9,350$914.3K0.07%00.0%Unchanged
Maryland State Retirement & Pension System9,431$922.3K0.02%−3,197−25.3%Reduced
Cambridge Investment Research Advisors, Inc.9,584$937.0K0.00%+462+5.1%Added
Integrated Wealth Concepts LLC9,814$959.7K0.01%+187+1.9%Added
SlateStone Wealth, LLC10,010$979.0K0.09%00.0%Unchanged
United Asset Strategies, Inc.10,276$1.00M0.09%−401−3.8%Reduced
Commerce Bank10,465$1.02M0.01%−41,790−80.0%Reduced
Headlands Technologies LLC10,499$1.03M0.12%+10,499New
Hartford Investment Management Co10,519$1.03M0.03%−224−2.1%Reduced
Exchange Traded Concepts, LLC10,547$1.03M0.02%−16,386−60.8%Reduced
Point72 (DIFC) Ltd10,587$1.04M0.08%+10,587New
Jacobs & Co10,659$1.04M0.10%−875−7.6%Reduced
Mizuho Securities USA LLC10,732$1.05M0.02%−2,064−16.1%Reduced
Wetherby Asset Management Inc10,747$1.05M0.05%+28+0.3%Added
Mercer Global Advisors Inc10,858$1.05M0.00%+13+0.1%Added
American National Bank10,766$1.05M0.12%−352−3.2%Reduced
Moors & Cabot, Inc.10,875$1.06M0.05%+292+2.8%Added
Oak Family Advisors, LLC10,952$1.07M0.39%−12−0.1%Reduced
Umb Bank N A11,460$1.12M0.02%−1,237−9.7%Reduced
Kentucky Retirement Systems11,529$1.13M0.03%−982−7.8%Reduced
Davy Global Fund Management Ltd11,538$1.13M0.12%−371−3.1%Reduced
Ieq Capital, LLC11,715$1.15M0.01%+7,320+166.6%Added
Prescott Group Capital Management, L.L.C.11,743$1.15M0.17%+11,743New
National Asset Management, Inc.12,008$1.17M0.03%−311−2.5%Reduced
XTX Topco Ltd12,313$1.20M0.09%+4,378+55.2%Added
Pacer Advisors, Inc.12,367$1.21M0.00%−743−5.7%Reduced
Meyer Handelman Co12,420$1.21M0.04%00.0%Unchanged
O'Shaughnessy Asset Management, LLC12,434$1.23M0.01%+3,851+44.9%Added
Miracle Mile Advisors, LLC12,765$1.25M0.03%+15+0.1%Added
Rowland & Co Investment Counsel12,920$1.26M0.26%−150−1.1%Reduced
Lecap Asset Management Ltd12,990$1.27M0.27%+12,990New
Sanctuary Advisors, LLC11,933$1.28M0.01%+6,024+101.9%Added
Manchester Capital Management LLC13,190$1.29M0.15%00.0%Unchanged
Gulf International Bank (UK) Ltd13,216$1.29M0.03%−399−2.9%Reduced
Golden State Equity Partners13,509$1.32M0.21%+5,830+75.9%Added
Palisade Asset Management, LLC13,717$1.34M0.13%−99,376−87.9%Reduced
Rafferty Asset Management, LLC13,877$1.36M0.00%−438−3.1%Reduced
Oregon Public Employees Retirement Fund14,188$1.39M0.03%−90−0.6%Reduced
Aurora Investment Counsel14,385$1.41M0.76%−1,376−8.7%Reduced
Toroso Investments, LLC14,430$1.41M0.02%+3,752+35.1%Added
Piscataqua Savings Bank14,538$1.42M1.21%00.0%Unchanged
SG Americas Securities, LLC14,650$1.43M0.01%−38,202−72.3%Reduced
Elo Mutual Pension Insurance Co14,747$1.44M0.03%+633+4.5%Added
CWM, LLC14,919$1.46M0.01%+9,505+175.6%Added
Lido Advisors, LLC14,926$1.46M0.01%+3,088+26.1%Added
Qsemble Capital Management, LP15,025$1.47M0.27%+15,025New
Nomura Holdings Inc15,230$1.49M0.01%−94,736−86.2%Reduced
Edentree Asset Management Ltd15,457$1.51M0.44%00.0%Unchanged