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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Wealth Strategies & Associates | 152 | $15.3K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 152 | $15.3K | 0.01% | −16−9.5% | Reduced |
| HHM Wealth Advisors, LLC | 152 | $15.3K | 0.00% | +2+1.3% | Added |
| Stonebridge Financial Group, LLC | 155 | $15.6K | 0.00% | +155 | New |
| WR Wealth Planners, LLC | 162 | $16.3K | 0.01% | +150+1,250.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 165 | $16.6K | 0.00% | −56−25.3% | Reduced |
| Park Place Capital Corp | 168 | $16.9K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 175 | $17.0K | 0.00% | +175 | New |
| Global Financial Private Client, LLC | 189 | $19.0K | 0.01% | +9+5.0% | Added |
| Sittner & Nelson, LLC | 196 | $19.7K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 200 | $20.1K | 0.01% | −1,257−86.3% | Reduced |
| Trust Co of Vermont | 200 | $20.1K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $20.1K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 210 | $21.1K | 0.02% | +210 | New |
| Capital A Wealth Management, LLC | 210 | $21.1K | 0.04% | +210 | New |
| Geneos Wealth Management Inc. | 213 | $21.4K | 0.00% | +213 | New |
| GHP Investment Advisors, Inc. | 213 | $21.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 215 | $21.6K | 0.00% | +199+1,243.8% | Added |
| Versant Capital Management, Inc | 222 | $22.3K | 0.00% | +149+204.1% | Added |
| Covestor Ltd | 244 | $25.0K | 0.02% | −429−63.7% | Reduced |
| Parvin Asset Management, LLC | 250 | $25.2K | 0.03% | +250 | New |
| Fortitude Family Office, LLC | 264 | $26.6K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 269 | $27.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 278 | $28.0K | 0.00% | +11+4.1% | Added |
| Adirondack Trust Co | 300 | $30.2K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 316 | $31.8K | 0.00% | +316 | New |
| New England Capital Financial Advisors LLC | 323 | $32.5K | 0.02% | −1−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 325 | $32.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 327 | $32.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 327 | $32.9K | 0.00% | +15+4.8% | Added |
| Hemington Wealth Management | 328 | $33.0K | 0.01% | +49+17.6% | Added |
| Field & Main Bank | 330 | $33.2K | 0.01% | −25−7.0% | Reduced |
| SJS Investment Consulting Inc. | 333 | $33.5K | 0.01% | +294+753.8% | Added |
| CoreCap Advisors, LLC | 340 | $34.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 340 | $34.2K | 0.00% | +76+28.8% | Added |
| Colonial Trust Co | 344 | $34.6K | 0.01% | +240+230.8% | Added |
| Allworth Financial LP | 367 | $38.4K | 0.00% | −63−14.7% | Reduced |
| Cromwell Holdings LLC | 392 | $39.5K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 398 | $40.1K | 0.00% | +48+13.7% | Added |
| AdvisorNet Financial, Inc | 405 | $40.8K | 0.00% | −145−26.4% | Reduced |
| Quent Capital, LLC | 412 | $41.5K | 0.00% | +34+9.0% | Added |
| Penserra Capital Management LLC | 419 | $42.0K | 0.00% | +419 | New |
| Medallion Wealth Advisors, LLC | 524 | $45.8K | 0.02% | +524 | New |
| Key Financial Inc | 463 | $46.6K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 500 | $50.3K | 0.01% | −500−50.0% | Reduced |
| Eastern Bank | 507 | $51.0K | 0.00% | +300+144.9% | Added |
| Friedenthal Financial | 557 | $56.1K | 0.03% | +557 | New |
| Park Square Financial Group, LLC | 565 | $56.9K | 0.04% | +565 | New |
| Intact Investment Management Inc. | 600 | $60.4K | 0.00% | +600 | New |
| Sentry Investment Management LLC | 612 | $62.0K | 0.03% | −100−14.0% | Reduced |
| Spire Wealth Management | 635 | $63.9K | 0.00% | +635 | New |
| New Age Alpha Advisors, LLC | 641 | $64.5K | 0.00% | +641 | New |
| LRI Investments, LLC | 681 | $68.5K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 700 | $70.4K | 0.00% | +41+6.2% | Added |
| True Wealth Design, LLC | 702 | $70.7K | 0.03% | +65+10.2% | Added |
| Massmutual Trust Co FSB | 716 | $72.1K | 0.00% | +11+1.6% | Added |
| Sit Investment Associates Inc | 740 | $74.0K | 0.00% | −300−28.8% | Reduced |
| Skopos Labs, Inc. | 738 | $74.3K | 0.02% | +13+1.8% | Added |
| National Bank of Canada | 753 | $75.9K | 0.00% | −441,134−99.8% | Reduced |
| Smartleaf Asset Management LLC | 809 | $81.2K | 0.01% | +287+55.0% | Added |
| Richardson Financial Services Inc. | 916 | $91.9K | 0.06% | +127+16.1% | Added |
| Raleigh Capital Management Inc. | 948 | $95.4K | 0.04% | +943+18,860.0% | Added |
| Parallel Advisors, LLC | 981 | $98.8K | 0.00% | +32+3.4% | Added |
| Jones Financial Companies LLLP | 1,085 | $109.2K | 0.00% | +916+542.0% | Added |
| Signaturefd, LLC | 1,156 | $116.4K | 0.00% | +58+5.3% | Added |
| Farther Finance Advisors, LLC | 1,194 | $120.1K | 0.00% | +118+11.0% | Added |
| MAI Capital Management | 1,199 | $120.6K | 0.00% | +1,199 | New |
| Bryn Mawr Trust Co | 1,200 | $120.8K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,222 | $123.0K | 0.01% | −251−17.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,258 | $126.6K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,310 | $131.8K | 0.00% | +757+136.9% | Added |
| Whittier Trust Co of Nevada Inc | 1,337 | $134.6K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,375 | $139.0K | 0.01% | −109−7.3% | Reduced |
| Brown Brothers Harriman & Co | 1,410 | $141.9K | 0.00% | +432+44.2% | Added |
| Ameritas Investment Partners, Inc. | 1,610 | $162.0K | 0.01% | −137−7.8% | Reduced |
| Quadrant Capital Group LLC | 1,612 | $162.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,620 | $163.0K | 0.05% | +650+67.0% | Added |
| Bayforest Capital Ltd | 1,646 | $165.7K | 0.21% | +1,646 | New |
| Anchor Investment Management, LLC | 1,774 | $178.5K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,809 | $182.1K | 0.01% | −474−20.8% | Reduced |
| Fedenia Advisers LLC | 1,935 | $194.7K | 0.11% | +1,935 | New |
| Clarus Wealth Advisors | 2,031 | $200.3K | 0.10% | +2,031 | New |
| Chicago Partners Investment Group LLC | 2,061 | $205.0K | 0.01% | +2,061 | New |
| Buckingham Strategic Partners | 2,046 | $206.0K | 0.00% | +2,046 | New |
| Longboard Asset Management, LP | 2,077 | $209.0K | 0.55% | +2,077 | New |
| Ritholtz Wealth Management | 2,094 | $210.7K | 0.01% | +2,094 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,144 | $215.8K | 0.03% | +2,144 | New |
| Ingalls & Snyder LLC | 2,150 | $216.0K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,155 | $216.9K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,156 | $217.0K | 0.02% | +4+0.2% | Added |
| Group One Trading, L.P. | 2,182 | $219.6K | 0.01% | +2,168+15,485.7% | Added |
| Claro Advisors LLC | 2,211 | $222.5K | 0.03% | −335−13.2% | Reduced |
| IMPACTfolio, LLC | 2,222 | $223.6K | 0.12% | −33−1.5% | Reduced |
| Assetmark, Inc | 2,237 | $225.1K | 0.00% | +918+69.6% | Added |
| Hollow Brook Wealth Management LLC | 2,246 | $226.0K | 0.07% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 2,254 | $226.8K | 0.03% | +2,254 | New |
| Horizon Investments, LLC | 2,263 | $227.2K | 0.01% | +18+0.8% | Added |
| Trajan Wealth LLC | 2,259 | $227.3K | 0.01% | −231−9.3% | Reduced |
| Mather Group, LLC. | 2,261 | $227.6K | 0.00% | −14−0.6% | Reduced |
| Vestcor Inc | 2,285 | $230.0K | 0.01% | −1,509−39.8% | Reduced |