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Livermore
Livermore
ZHEN

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, Q4 2024

Institutional positions in PENTAIR plc as of Dec 31, 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
718
+51 vs. Q3 2024
Shares held
149.7M
+79.3K (+0.1%) vs. Q3 2024
Total value
$15.1B
+$440.3M (+3.0%) vs. Q3 2024
New holders
109
256 more added
Sold out
58
238 more reduced

7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 718 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 heldQ4 2024: $15.1B
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, Q4 2024

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q3 2024.

Institutions holding PNR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
GW&K Investment Management, LLC2$00.00%00.0%Unchanged
Kozak & Associates, Inc.0$210.00%0New
Activest Wealth Management1$1010.00%+1New
Caldwell Sutter Capital, Inc.2$2010.00%00.0%Unchanged
Hollencrest Capital Management2$2010.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.2$2010.00%+2New
Main Street Group, LTD2$2020.00%−12−85.7%Reduced
Accredited Wealth Management, LLC2$2020.00%+2New
SOA Wealth Advisors, LLC.2$2110.00%00.0%Unchanged
NewSquare Capital LLC3$3020.00%+3New
West Paces Advisors Inc.4$4030.00%00.0%Unchanged
Principia Wealth Advisory, LLC4$4030.00%+4New
Kelly Lawrence W & Associates Inc5$5030.00%00.0%Unchanged
Heritage Wealth Advisors6$6040.00%+1+20.0%Added
Logan Capital Management Inc6$6040.00%+6New
Parkworth Wealth Management, Inc.6$6040.00%+6New
St Germain D J Co Inc7$7040.00%00.0%Unchanged
ZRC Wealth Management, LLC7$7050.00%00.0%Unchanged
Sierra Ocean, LLC7$7070.00%+7New
Flagship Wealth Advisors, LLC8$8050.00%+8New
Fortis Group Advisors, LLC9$9060.00%00.0%Unchanged
Transce3nd, LLC9$9170.00%+9New
Capital Advisors, Ltd. LLC5$1.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.10$1.01K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp11$1.11K0.00%+11New
Riverview Trust Co12$1.21K0.00%00.0%Unchanged
Oakworth Capital, Inc.13$1.31K0.00%00.0%Unchanged
TFC Financial Management13$1.31K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC14$1.37K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC14$1.37K0.00%00.0%Unchanged
Center for Financial Planning, Inc.14$1.41K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC14$1.41K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC15$1.51K0.00%+15New
Albion Financial Group15$1.51K0.00%00.0%Unchanged
Financial Management Professionals, Inc.15$1.51K0.00%00.0%Unchanged
Grove Bank & Trust15$1.51K0.00%+15New
WPG Advisers, LLC16$1.61K0.00%+16New
Trifecta Capital Advisors, LLC16$1.61K0.00%00.0%Unchanged
CVA Family Office, LLC17$1.71K0.00%00.0%Unchanged
Continuum Advisory, LLC18$1.81K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC18$1.81K0.00%+18New
Laurel Wealth Advisors LLC19$1.91K0.00%00.0%Unchanged
Capital Analysts, LLC15$2.00K0.00%−11−42.3%Reduced
Carolinas Wealth Consulting LLC21$2.11K0.00%−7−25.0%Reduced
Armstrong Advisory Group, Inc22$2.19K0.00%+6+37.5%Added
Venturi Wealth Management, LLC22$2.21K0.00%+2+10.0%Added
CGC Financial Services, LLC23$2.31K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.24$2.34K0.00%+24New
Cassady Schiller Wealth Management, LLC26$2.62K0.00%+20+333.3%Added
MV Capital Management, Inc.29$2.92K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.29$2.92K0.00%+29New
Whittier Trust Co30$3.02K0.00%00.0%Unchanged
Whipplewood Advisors, LLC33$3.32K0.00%+33New
Mowery & Schoenfeld Wealth Management, LLC33$3.32K0.01%+33New
Caitong International Asset Management Co., Ltd34$3.42K0.00%+34New
PFS Partners, LLC35$3.48K0.00%+1+2.9%Added
Sunbelt Securities, Inc.35$3.51K0.00%00.0%Unchanged
Financial Perspectives, Inc36$3.62K0.00%00.0%Unchanged
Raffa Wealth Management, LLC38$3.81K0.00%00.0%Unchanged
Tucker Asset Management LLC38$3.82K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC39$3.92K0.00%00.0%Unchanged
Hexagon Capital Partners LLC39$3.92K0.00%+10+34.5%Added
Asset Planning,Inc39$3.92K0.00%+39New
Farmers & Merchants Trust Co of Chambersburg PA44$4.00K0.00%00.0%Unchanged
Estabrook Capital Management40$4.03K0.00%00.0%Unchanged
DT Investment Partners, LLC44$4.43K0.00%00.0%Unchanged
Beacon Capital Management, LLC45$4.53K0.00%00.0%Unchanged
Valued Wealth Advisors LLC50$5.03K0.00%+50New
ROSS\JOHNSON & Associates LLC52$5.23K0.12%+52New
Boyd Watterson Asset Management LLC56$5.64K0.00%00.0%Unchanged
AllSquare Wealth Management LLC56$5.64K0.00%00.0%Unchanged
Sachetta, LLC59$5.94K0.00%−48−44.9%Reduced
Golden State Wealth Management, LLC61$6.19K0.00%+61New
Frazier Financial Advisors, LLC64$6.42K0.01%00.0%Unchanged
Private Wealth Management Group, LLC65$6.54K0.00%00.0%Unchanged
FSA Wealth Management LLC67$6.74K0.00%00.0%Unchanged
Valley National Advisers Inc73$7.00K0.00%+73New
Fairway Wealth LLC70$7.04K0.00%+70New
Olistico Wealth, LLC72$7.25K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC73$7.35K0.01%00.0%Unchanged
Cape Investment Advisory, Inc.76$7.65K0.00%+1+1.3%Added
Lowe Wealth Advisors, LLC77$7.75K0.00%00.0%Unchanged
Rothschild Investment LLC79$7.95K0.00%00.0%Unchanged
Smithfield Trust Co84$8.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC80$8.01K0.00%00.0%Unchanged
Addison Advisors LLC84$8.45K0.00%00.0%Unchanged
Richards, Merrill & Peterson, Inc.84$8.45K0.00%+84New
MCF Advisors LLC86$8.66K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC91$9.16K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC93$9.36K0.01%−2,863−96.9%Reduced
First Horizon Advisors, Inc.105$10.6K0.00%−125−54.3%Reduced
McIlrath & Eck, LLC108$10.9K0.00%00.0%Unchanged
Catalyst Capital Advisors LLC109$11.0K0.00%−21−16.2%Reduced
Blue Bell Private Wealth Management, LLC113$11.4K0.00%−11−8.9%Reduced
Bell Investment Advisors, Inc119$12.0K0.00%−27−18.5%Reduced
Farmers & Merchants Investments Inc131$13.2K0.00%00.0%Unchanged
Washington Trust Co140$14.1K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.147$14.8K0.00%−378−72.0%Reduced
JFS Wealth Advisors, LLC148$14.9K0.00%−8−5.1%Reduced
Sandy Spring Bank150$15.1K0.00%00.0%Unchanged