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 |
|---|---|---|---|---|---|
| ORG Partners LLC | 2,275 | $222.5K | 0.04% | −6,200−73.2% | Reduced |
| Mather Group, LLC. | 2,275 | $222.5K | 0.00% | −54−2.3% | Reduced |
| IMPACTfolio, LLC | 2,255 | $220.5K | 0.11% | +2,255 | New |
| Hollow Brook Wealth Management LLC | 2,246 | $219.6K | 0.07% | +2,246 | New |
| Wealthfront Advisers LLC | 2,242 | $219.2K | 0.00% | +2,242 | New |
| Horizon Investments, LLC | 2,245 | $219.0K | 0.01% | −650−22.5% | Reduced |
| Atria Wealth Solutions, Inc. | 2,164 | $211.6K | 0.00% | +2,164 | New |
| Checchi Capital Advisers, LLC | 2,155 | $210.7K | 0.02% | +2,155 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,152 | $210.4K | 0.02% | +2,152 | New |
| Ingalls & Snyder LLC | 2,150 | $210.0K | 0.01% | +2,150 | New |
| Marco Investment Management LLC | 2,100 | $205.4K | 0.02% | +2,100 | New |
| Aptus Capital Advisors, LLC | 2,050 | $200.5K | 0.00% | +2,050 | New |
| Values First Advisors, Inc. | 1,820 | $177.9K | 0.10% | +1,820 | New |
| Anchor Investment Management, LLC | 1,774 | $173.5K | 0.02% | −35−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,747 | $170.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,630 | $159.4K | 0.01% | +294+22.0% | Added |
| Quadrant Capital Group LLC | 1,612 | $157.6K | 0.01% | −8−0.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,484 | $146.0K | 0.01% | +1,425+2,415.3% | Added |
| Natixis Investment Managers International | 1,473 | $144.0K | 0.01% | −303−17.1% | Reduced |
| Mendota Financial Group, LLC | 1,457 | $142.5K | 0.07% | 00.0% | Unchanged |
| Hood River Capital Management LLC | 1,381 | $135.0K | 0.00% | +110+8.7% | Added |
| Whittier Trust Co of Nevada Inc | 1,337 | $130.7K | 0.00% | +167+14.3% | Added |
| Assetmark, Inc | 1,319 | $129.0K | 0.00% | +1,014+332.5% | Added |
| Edmond de Rothschild Holding S.A. | 1,258 | $123.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Signaturefd, LLC | 1,098 | $107.4K | 0.00% | +101+10.1% | Added |
| Farther Finance Advisors, LLC | 1,076 | $105.2K | 0.00% | −7−0.6% | Reduced |
| Sit Investment Associates Inc | 1,040 | $102.0K | 0.00% | −1,040−50.0% | Reduced |
| Investors Research Corp | 1,000 | $97.8K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 978 | $95.6K | 0.00% | +3+0.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 970 | $94.9K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 949 | $92.9K | 0.00% | −23−2.4% | Reduced |
| Capital Performance Advisors LLP | 947 | $92.6K | 0.03% | +947 | New |
| Baldwin Brothers Inc | 800 | $78.2K | 0.01% | +800 | New |
| LRI Investments, LLC | 681 | $72.1K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 725 | $70.9K | 0.02% | +725 | New |
| Sentry Investment Management LLC | 712 | $70.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 705 | $68.9K | 0.00% | +262+59.1% | Added |
| Covestor Ltd | 673 | $66.0K | 0.04% | −75−10.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 673 | $65.8K | 0.01% | +673 | New |
| Central Trust Co | 659 | $64.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 637 | $62.3K | 0.02% | +623+4,450.0% | Added |
| Richardson Financial Services Inc. | 789 | $60.5K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 553 | $54.1K | 0.00% | +553 | New |
| AdvisorNet Financial, Inc | 550 | $53.8K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 528 | $51.6K | 0.00% | −74−12.3% | Reduced |
| Operose Advisors LLC | 520 | $50.9K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 522 | $50.6K | 0.01% | +178+51.7% | Added |
| Key Financial Inc | 463 | $45.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 430 | $42.1K | 0.00% | +48+12.6% | Added |
| Ronald Blue Trust, Inc. | 525 | $40.3K | 0.00% | +327+165.2% | Added |
| Cromwell Holdings LLC | 392 | $38.3K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 383 | $37.0K | 0.00% | −13−3.3% | Reduced |
| Quent Capital, LLC | 378 | $36.8K | 0.00% | +1+0.3% | Added |
| Field & Main Bank | 355 | $34.7K | 0.01% | −375−51.4% | Reduced |
| Huntington National Bank | 350 | $34.2K | 0.00% | −71−16.9% | Reduced |
| Annapolis Financial Services, LLC | 350 | $34.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 340 | $33.2K | 0.00% | −5,721−94.4% | Reduced |
| TD Private Client Wealth LLC | 327 | $32.0K | 0.00% | +4+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 325 | $31.8K | 0.00% | +30+10.2% | Added |
| New England Capital Financial Advisors LLC | 324 | $31.7K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 312 | $30.5K | 0.00% | −43−12.1% | Reduced |
| Adirondack Trust Co | 300 | $29.3K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 279 | $27.0K | 0.01% | +279 | New |
| HM Payson & Co | 269 | $26.3K | 0.00% | +9+3.5% | Added |
| Parkside Financial Bank & Trust | 267 | $26.1K | 0.00% | −173−39.3% | Reduced |
| Fortitude Family Office, LLC | 264 | $25.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 264 | $25.8K | 0.00% | +42+18.9% | Added |
| Quarry LP | 261 | $25.5K | 0.01% | +134+105.5% | Added |
| First Horizon Advisors, Inc. | 230 | $22.5K | 0.00% | −70−23.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 221 | $21.6K | 0.01% | −64−22.5% | Reduced |
| GHP Investment Advisors, Inc. | 213 | $20.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 207 | $20.2K | 0.00% | +207 | New |
| Trust Co of Vermont | 200 | $19.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $19.6K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 196 | $19.2K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 180 | $17.6K | 0.01% | +180 | New |
| Park Place Capital Corp | 168 | $16.4K | 0.00% | −72−30.0% | Reduced |
| Aspect Partners, LLC | 168 | $16.4K | 0.01% | −34−16.8% | Reduced |
| Jones Financial Companies LLLP | 169 | $16.4K | 0.00% | +81+92.0% | Added |
| JFS Wealth Advisors, LLC | 156 | $15.3K | 0.00% | +4+2.6% | Added |
| Global Wealth Strategies & Associates | 152 | $14.9K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 150 | $14.7K | 0.00% | −15−9.1% | Reduced |
| HHM Wealth Advisors, LLC | 150 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 146 | $14.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 140 | $13.7K | 0.00% | +33+30.8% | Added |
| Ashton Thomas Securities, LLC | 135 | $13.2K | 0.00% | +135 | New |
| Farmers & Merchants Investments Inc | 131 | $12.8K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 130 | $12.7K | 0.00% | −30−18.8% | Reduced |
| Catalyst Capital Advisors LLC | 130 | $12.7K | 0.00% | −30−18.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 124 | $12.1K | 0.00% | +11+9.7% | Added |
| Jaffetilchin Investment Partners, LLC | 112 | $11.0K | 0.00% | +112 | New |
| McIlrath & Eck, LLC | 108 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 107 | $10.5K | 0.00% | −6−5.3% | Reduced |
| Colonial Trust Co | 104 | $10.2K | 0.00% | +4+4.0% | Added |
| Newbridge Financial Services Group, Inc. | 100 | $9.78K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $9.68K | 0.00% | +100 | New |
| Harbor Investment Advisory, LLC | 91 | $8.90K | 0.00% | −2−2.2% | Reduced |
| MCF Advisors LLC | 86 | $8.41K | 0.00% | 00.0% | Unchanged |