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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 11,715 | $1.15M | 0.01% | +7,320+166.6% | Added |
| Davy Global Fund Management Ltd | 11,538 | $1.13M | 0.12% | −371−3.1% | Reduced |
| Kentucky Retirement Systems | 11,529 | $1.13M | 0.03% | −982−7.8% | Reduced |
| Umb Bank N A | 11,460 | $1.12M | 0.02% | −1,237−9.7% | Reduced |
| Oak Family Advisors, LLC | 10,952 | $1.07M | 0.39% | −12−0.1% | Reduced |
| Moors & Cabot, Inc. | 10,875 | $1.06M | 0.05% | +292+2.8% | Added |
| American National Bank | 10,766 | $1.05M | 0.12% | −352−3.2% | Reduced |
| Mercer Global Advisors Inc | 10,858 | $1.05M | 0.00% | +13+0.1% | Added |
| Wetherby Asset Management Inc | 10,747 | $1.05M | 0.05% | +28+0.3% | Added |
| Mizuho Securities USA LLC | 10,732 | $1.05M | 0.02% | −2,064−16.1% | Reduced |
| Jacobs & Co | 10,659 | $1.04M | 0.10% | −875−7.6% | Reduced |
| Point72 (DIFC) Ltd | 10,587 | $1.04M | 0.08% | +10,587 | New |
| Exchange Traded Concepts, LLC | 10,547 | $1.03M | 0.02% | −16,386−60.8% | Reduced |
| Hartford Investment Management Co | 10,519 | $1.03M | 0.03% | −224−2.1% | Reduced |
| Headlands Technologies LLC | 10,499 | $1.03M | 0.12% | +10,499 | New |
| Commerce Bank | 10,465 | $1.02M | 0.01% | −41,790−80.0% | Reduced |
| United Asset Strategies, Inc. | 10,276 | $1.00M | 0.09% | −401−3.8% | Reduced |
| SlateStone Wealth, LLC | 10,010 | $979.0K | 0.09% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 9,814 | $959.7K | 0.01% | +187+1.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,584 | $937.0K | 0.00% | +462+5.1% | Added |
| Maryland State Retirement & Pension System | 9,431 | $922.3K | 0.02% | −3,197−25.3% | Reduced |
| Easterly Investment Partners LLC | 9,350 | $914.3K | 0.07% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 9,350 | $914.0K | 0.43% | +5,500+142.9% | Added |
| QRG Capital Management, Inc. | 9,321 | $911.5K | 0.01% | +190+2.1% | Added |
| Louisiana State Employees Retirement System | 9,300 | $909.4K | 0.02% | −100−1.1% | Reduced |
| CenterBook Partners LP | 9,223 | $901.9K | 0.06% | −40,950−81.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,163 | $896.1K | 0.04% | +332+3.8% | Added |
| Agf Management Ltd | 9,156 | $895.4K | 0.00% | −495−5.1% | Reduced |
| Securian Asset Management, Inc | 9,094 | $889.3K | 0.03% | −311−3.3% | Reduced |
| Sound Financial Strategies Group, LLC | 9,061 | $886.1K | 0.71% | +109+1.2% | Added |
| Addison Capital Co | 8,976 | $877.7K | 0.35% | −30.0% | Reduced |
| Cornercap Investment Counsel Inc | 8,838 | $864.3K | 0.26% | −4,313−32.8% | Reduced |
| Cornerstone Wealth Management, LLC | 8,760 | $856.6K | 0.06% | +86+1.0% | Added |
| Cinctive Capital Management LP | 8,712 | $851.9K | 0.05% | −11,456−56.8% | Reduced |
| Bailard, Inc. | 8,185 | $800.4K | 0.02% | +558+7.3% | Added |
| Inspire Advisors, LLC | 8,121 | $794.2K | 0.10% | +130+1.6% | Added |
| New Mexico Educational Retirement Board | 8,114 | $793.0K | 0.03% | −200−2.4% | Reduced |
| Crossmark Global Holdings, Inc. | 8,029 | $785.0K | 0.01% | −510−6.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,713 | $754.3K | 0.00% | −243−3.1% | Reduced |
| Csenge Advisory Group | 7,573 | $739.4K | 0.04% | +600+8.6% | Added |
| Pinnacle Associates Ltd | 10,131 | $736.6K | 0.01% | +1,171+13.1% | Added |
| Independent Advisor Alliance | 7,525 | $735.9K | 0.03% | +170+2.3% | Added |
| Contravisory Investment Management, Inc. | 7,514 | $734.8K | 0.16% | −108−1.4% | Reduced |
| Somerset Trust Co | 7,479 | $731.4K | 0.27% | −11−0.1% | Reduced |
| Altshuler Shaham Ltd | 7,398 | $723.5K | 0.04% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 7,355 | $719.0K | 0.05% | −27−0.4% | Reduced |
| MML Investors Services, LLC | 7,281 | $712.0K | 0.00% | +213+3.0% | Added |
| Sigma Planning Corp | 7,206 | $704.7K | 0.02% | −514−6.7% | Reduced |
| Morningstar Investment Services LLC | 7,220 | $700.0K | 0.01% | +283+4.1% | Added |
| Citadel Advisors LLC | 7,148 | $699.0K | 0.00% | +7,008+5,005.7% | Added |
| Public Sector Pension Investment Board | 7,147 | $698.9K | 0.00% | +700+10.9% | Added |
| ORG Wealth Partners, LLC | 7,117 | $696.0K | 0.23% | +7,117 | New |
| Prime Capital Investment Advisors, LLC | 7,033 | $687.7K | 0.01% | +4+0.1% | Added |
| Colony Group, LLC | 7,027 | $687.2K | 0.00% | +7,027 | New |
| Mirova | 7,017 | $686.2K | 0.12% | −1,187−14.5% | Reduced |
| Globeflex Capital L P | 6,932 | $677.9K | 0.06% | 00.0% | Unchanged |
| Norinchukin Bank, The | 6,910 | $675.7K | 0.02% | +1,009+17.1% | Added |
| Glenmede Trust Co NA | 6,809 | $665.9K | 0.00% | +6,809 | New |
| Frank, Rimerman Advisors LLC | 6,733 | $658.4K | 0.05% | −116−1.7% | Reduced |
| Harbour Investments, Inc. | 6,585 | $643.9K | 0.02% | +636+10.7% | Added |
| Tokio Marine Asset Management Co Ltd | 6,530 | $638.6K | 0.03% | +481+8.0% | Added |
| Financial & Tax Architects, LLC | 6,513 | $636.9K | 0.16% | +303+4.9% | Added |
| Cullen Capital Management LLC | 6,451 | $630.8K | 0.01% | +66+1.0% | Added |
| Gen-Wealth Partners Inc | 6,345 | $630.5K | 0.28% | −334−5.0% | Reduced |
| Strategic Blueprint, LLC | 6,410 | $626.8K | 0.04% | −76−1.2% | Reduced |
| Brinker Capital Investments, LLC | 6,347 | $620.7K | 0.01% | +2,837+80.8% | Added |
| Orion Portfolio Solutions, LLC | 6,347 | $620.7K | 0.01% | +2,837+80.8% | Added |
| Fox Run Management, L.L.C. | 6,327 | $618.7K | 0.14% | −6,308−49.9% | Reduced |
| Pallas Capital Advisors LLC | 6,222 | $618.4K | 0.03% | +6,222 | New |
| Sterling Capital Management LLC | 6,294 | $615.5K | 0.01% | +6,294 | New |
| Siemens Fonds Invest GmbH | 6,156 | $602.0K | 0.05% | −73−1.2% | Reduced |
| Revisor Wealth Management LLC | 6,022 | $588.9K | 0.37% | +420+7.5% | Added |
| RBF Capital, LLC | 6,000 | $586.7K | 0.03% | 00.0% | Unchanged |
| Greenland Capital Management LP | 5,901 | $577.1K | 0.10% | +5,901 | New |
| Quantitative Investment Management, LLC | 5,752 | $562.0K | 0.06% | −1,767−23.5% | Reduced |
| Omers Administration Corp | 5,708 | $558.2K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,669 | $554.3K | 0.15% | +927+19.5% | Added |
| GWM Advisors LLC | 5,650 | $552.5K | 0.00% | +824+17.1% | Added |
| First Manhattan Co | 5,638 | $551.3K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 5,553 | $543.0K | 0.01% | +1,800+48.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,544 | $542.2K | 0.01% | +5,544 | New |
| Illinois Municipal Retirement Fund | 5,540 | $541.8K | 0.01% | −12,706−69.6% | Reduced |
| Mackenzie Financial Corp | 5,539 | $541.7K | 0.00% | −11−0.2% | Reduced |
| Private Advisor Group, LLC | 5,395 | $527.6K | 0.00% | +734+15.7% | Added |
| Blackhawk Capital Partners LLC. | 5,382 | $526.3K | 0.28% | +187+3.6% | Added |
| Creative Financial Designs Inc | 5,321 | $520.3K | 0.04% | +484+10.0% | Added |
| Stephens Inc | 5,316 | $519.9K | 0.01% | −57−1.1% | Reduced |
| Brevan Howard Capital Management LP | 5,278 | $516.1K | 0.02% | +5,278 | New |
| Sherbrooke Park Advisers LLC | 5,255 | $513.9K | 0.12% | +5,255 | New |
| Main Street Financial Solutions, LLC | 5,229 | $511.4K | 0.05% | +82+1.6% | Added |
| Annex Advisory Services, LLC | 5,218 | $510.3K | 0.02% | −19−0.4% | Reduced |
| Wolverine Trading, LLC | 5,183 | $502.7K | 0.01% | +5,183 | New |
| Dark Forest Capital Management LP | 5,058 | $494.6K | 0.06% | +5,058 | New |
| Davis R M Inc | 5,040 | $492.8K | 0.01% | +4+0.1% | Added |
| Global X Japan Co., Ltd. | 5,035 | $492.4K | 0.06% | −372−6.9% | Reduced |
| Sequoia Financial Advisors, LLC | 5,034 | $492.2K | 0.01% | +2,279+82.7% | Added |
| State of Wyoming | 4,998 | $488.8K | 0.07% | +3,276+190.2% | Added |
| 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 |