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 |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 4,851 | $474.4K | 0.07% | −38−0.8% | Reduced |
| NEOS Investment Management LLC | 4,836 | $472.9K | 0.01% | +812+20.2% | Added |
| Shakespeare Wealth Management, Inc. | 4,822 | $471.5K | 0.12% | +8+0.2% | Added |
| Phoenix Holdings Ltd. | 4,785 | $468.9K | 0.01% | −203−4.1% | Reduced |
| Diametric Capital, LP | 4,783 | $467.7K | 0.23% | +4,783 | New |
| Gibbs Wealth Management | 4,589 | $448.8K | 0.15% | +527+13.0% | Added |
| Two Sigma Securities, LLC | 4,567 | $446.6K | 0.04% | +932+25.6% | Added |
| Graham Capital Management, L.P. | 4,524 | $442.4K | 0.01% | −15,589−77.5% | Reduced |
| Avantax Advisory Services, Inc. | 4,510 | $441.1K | 0.00% | +297+7.0% | Added |
| EP Wealth Advisors, LLC | 4,498 | $439.8K | 0.00% | +4,498 | New |
| Benjamin Edwards Inc | 4,464 | $436.5K | 0.01% | +4,464 | New |
| Squarepoint Ops LLC | 4,456 | $435.8K | 0.00% | −43−1.0% | Reduced |
| Sciencast Management LP | 4,441 | $434.3K | 0.13% | +4,441 | New |
| Stephenson National Bank & Trust | 4,434 | $433.6K | 0.14% | +102+2.4% | Added |
| Gitterman Wealth Management, LLC | 4,431 | $433.3K | 0.18% | +228+5.4% | Added |
| Marble Harbor Investment Counsel, LLC | 4,430 | $433.2K | 0.05% | 00.0% | Unchanged |
| LMR Partners LLP | 4,366 | $427.0K | 0.01% | −3,121−41.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,342 | $424.6K | 0.39% | 00.0% | Unchanged |
| Veriti Management LLC | 4,332 | $423.6K | 0.02% | +205+5.0% | Added |
| Round Rock Advisors, LLC | 4,300 | $420.5K | 0.10% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 4,225 | $413.2K | 0.08% | +3,348+381.8% | Added |
| Whitcomb & Hess, Inc. | 4,193 | $410.0K | 0.12% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 4,127 | $403.6K | 0.03% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 4,083 | $399.3K | 0.02% | −421−9.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,013 | $392.4K | 0.01% | −9,877−71.1% | Reduced |
| Wahed Invest LLC | 4,007 | $391.8K | 0.07% | +392+10.8% | Added |
| Baader Bank INC | 4,000 | $391.2K | 0.03% | +4,000 | New |
| Leavell Investment Management, Inc. | 3,976 | $388.8K | 0.02% | +776+24.3% | Added |
| Greenleaf Trust | 3,919 | $383.2K | 0.00% | +364+10.2% | Added |
| Ballentine Partners, LLC | 3,910 | $382.4K | 0.01% | +51+1.3% | Added |
| Smith Shellnut Wilson LLC | 3,907 | $382.1K | 0.17% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,902 | $382.0K | 0.27% | −1,797−31.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,869 | $378.4K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,843 | $375.8K | 0.01% | +900+30.6% | Added |
| Vestcor Inc | 3,794 | $371.0K | 0.01% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 3,780 | $369.6K | 0.03% | −7,420−66.3% | Reduced |
| Fifth Third Bancorp | 3,765 | $368.2K | 0.00% | +280+8.0% | Added |
| Burney Co | 3,741 | $365.8K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,652 | $360.6K | 0.01% | +433+13.5% | Added |
| Teza Capital Management LLC | 3,628 | $354.8K | 0.04% | +3,628 | New |
| ELCO Management Co., LLC | 3,623 | $354.3K | 0.19% | −597−14.1% | Reduced |
| iA Global Asset Management Inc. | 3,609 | $353.0K | 0.01% | +421+13.2% | Added |
| OneAscent Wealth Management LLC | 3,602 | $352.0K | 0.13% | −202−5.3% | Reduced |
| Ostrum Asset Management | 3,592 | $351.3K | 0.03% | −1,399−28.0% | Reduced |
| Atomi Financial Group, Inc. | 3,588 | $350.9K | 0.02% | +457+14.6% | Added |
| Net Worth Advisory Group | 3,574 | $349.5K | 0.10% | +3,574 | New |
| USA Financial Portformulas Corp | 3,573 | $349.4K | 0.05% | −187−5.0% | Reduced |
| PFG Investments, LLC | 3,569 | $349.0K | 0.02% | −26−0.7% | Reduced |
| Kestra Advisory Services, LLC | 3,530 | $345.2K | 0.00% | −874−19.8% | Reduced |
| World Equity Group, Inc. | 3,474 | $339.7K | 0.12% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,452 | $337.6K | 0.00% | +373+12.1% | Added |
| Azimuth Capital Investment Management LLC | 3,409 | $333.4K | 0.01% | −25−0.7% | Reduced |
| Argyle Capital Management Inc. | 3,400 | $332.5K | 0.13% | −1,100−24.4% | Reduced |
| Wedmont Private Capital | 3,454 | $331.0K | 0.02% | +51+1.5% | Added |
| Meridian Investment Counsel Inc. | 3,349 | $327.5K | 0.10% | −441−11.6% | Reduced |
| Copperwynd Financial, LLC | 3,316 | $324.3K | 0.10% | +66+2.0% | Added |
| Harvest Fund Management Co., Ltd | 3,283 | $321.0K | 0.02% | +3,279+81,975.0% | Added |
| Pflug Koory, LLC | 3,215 | $314.4K | 0.15% | +3,215 | New |
| HighPoint Advisor Group LLC | 3,183 | $313.4K | 0.02% | +288+9.9% | Added |
| GTS Securities LLC | 3,187 | $311.7K | 0.01% | +3,187 | New |
| Capstone Investment Advisors, LLC | 3,169 | $309.9K | 0.01% | −35−1.1% | Reduced |
| Bill Few Associates, Inc. | 3,137 | $306.8K | 0.11% | +59+1.9% | Added |
| Guardian Wealth Advisors, LLC | 3,131 | $306.2K | 0.19% | −163−4.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,117 | $304.7K | 0.00% | +161+5.4% | Added |
| Equitable Holdings, Inc. | 3,099 | $303.1K | 0.00% | +28+0.9% | Added |
| Pensionmark Financial Group, LLC | 3,089 | $302.1K | 0.01% | +3,089 | New |
| First Affirmative Financial Network | 3,083 | $301.5K | 0.17% | +11+0.4% | Added |
| ERTS Wealth Advisors, LLC | 3,052 | $298.5K | 0.06% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,995 | $292.9K | 0.04% | +8+0.3% | Added |
| Portside Wealth Group, LLC | 2,989 | $292.3K | 0.05% | +312+11.7% | Added |
| Cary Street Partner Investment Advisory LLC | 2,956 | $289.1K | 0.01% | +31+1.1% | Added |
| Seed Wealth Management, Inc. | 2,929 | $286.4K | 0.23% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,925 | $286.0K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,923 | $285.8K | 0.03% | +158+5.7% | Added |
| Davenport & Co LLC | 2,897 | $283.3K | 0.00% | −53−1.8% | Reduced |
| Clarius Group, LLC | 2,866 | $280.2K | 0.02% | +10.0% | Added |
| Forum Financial Management, LP | 2,811 | $274.9K | 0.00% | −33−1.2% | Reduced |
| Ci Investments Inc. | 2,725 | $266.0K | 0.00% | −218−7.4% | Reduced |
| Tudor Investment Corp Et Al | 2,701 | $264.1K | 0.00% | −24,651−90.1% | Reduced |
| SeaCrest Wealth Management, LLC | 2,654 | $259.6K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 2,652 | $259.3K | 0.00% | +2,652 | New |
| Merit Financial Group, LLC | 2,650 | $259.1K | 0.01% | −1,650−38.4% | Reduced |
| Apollon Wealth Management, LLC | 2,621 | $256.3K | 0.01% | +2,621 | New |
| CWA Asset Management Group, LLC | 2,592 | $253.5K | 0.01% | +2,592 | New |
| Claro Advisors LLC | 2,546 | $249.0K | 0.03% | +2,546 | New |
| Bank of New Hampshire | 2,540 | $248.4K | 0.06% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 2,528 | $247.2K | 0.01% | +2,528 | New |
| Flagship Harbor Advisors, LLC | 2,510 | $245.5K | 0.01% | +2,510 | New |
| Trajan Wealth LLC | 2,490 | $243.5K | 0.01% | −135−5.1% | Reduced |
| Claret Asset Management Corp | 2,490 | $243.0K | 0.04% | +2,490 | New |
| ISAM Funds (UK) Ltd | 2,467 | $241.2K | 0.14% | +2,467 | New |
| CX Institutional | 2,435 | $238.1K | 0.01% | +2,435 | New |
| Freestone Capital Holdings, LLC | 2,426 | $237.2K | 0.01% | +2,426 | New |
| Philadelphia Trust Co | 2,399 | $235.0K | 0.02% | +2,399 | New |
| Bradley Foster & Sargent Inc | 2,375 | $232.3K | 0.00% | +2,375 | New |
| Guggenheim Capital LLC | 2,374 | $232.2K | 0.00% | −436−15.5% | Reduced |
| Hunter Associates Investment Management LLC | 2,363 | $231.0K | 0.04% | +2,363 | New |
| Affiance Financial, LLC | 2,351 | $229.9K | 0.06% | +2,351 | New |
| Norden Group LLC | 2,314 | $226.3K | 0.03% | +2,314 | New |
| Larson Financial Group LLC | 2,283 | $223.2K | 0.01% | −76−3.2% | Reduced |