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 |
|---|---|---|---|---|---|
| Baader Bank INC | 2,288 | $230.3K | 0.02% | −1,712−42.8% | Reduced |
| OneAscent Wealth Management LLC | 2,320 | $233.0K | 0.10% | −1,282−35.6% | Reduced |
| Affiance Financial, LLC | 2,351 | $236.6K | 0.06% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,353 | $236.8K | 0.00% | +303+14.8% | Added |
| Hunter Associates Investment Management LLC | 2,363 | $238.0K | 0.04% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 2,375 | $239.0K | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 2,377 | $239.2K | 0.00% | +2,377 | New |
| Philadelphia Trust Co | 2,399 | $241.0K | 0.02% | 00.0% | Unchanged |
| Optimize Financial Inc | 2,416 | $243.1K | 0.18% | +2,416 | New |
| Freestone Capital Holdings, LLC | 2,426 | $244.2K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 2,438 | $245.4K | 0.01% | +3+0.1% | Added |
| MUFG Securities Americas Inc. | 2,439 | $245.5K | 0.03% | +2,439 | New |
| EverSource Wealth Advisors, LLC | 2,456 | $247.1K | 0.01% | +826+50.7% | Added |
| Claret Asset Management Corp | 2,507 | $252.0K | 0.04% | +17+0.7% | Added |
| Bank of New Hampshire | 2,540 | $255.6K | 0.07% | 00.0% | Unchanged |
| Anb Bank | 2,540 | $255.6K | 0.11% | +2,540 | New |
| Clarius Group, LLC | 2,551 | $256.7K | 0.02% | −315−11.0% | Reduced |
| Norden Group LLC | 2,565 | $258.1K | 0.03% | +251+10.8% | Added |
| Wealthfront Advisers LLC | 2,580 | $259.7K | 0.00% | +338+15.1% | Added |
| United Capital Financial Advisers, LLC | 2,588 | $260.4K | 0.00% | −64−2.4% | Reduced |
| Oak Family Advisors, LLC | 2,621 | $263.8K | 0.10% | −8,331−76.1% | Reduced |
| CWA Asset Management Group, LLC | 2,632 | $264.9K | 0.01% | +40+1.5% | Added |
| PharVision Advisers, LLC | 2,663 | $268.0K | 0.23% | +2,663 | New |
| SeaCrest Wealth Management, LLC | 2,709 | $272.6K | 0.03% | +55+2.1% | Added |
| Guggenheim Capital LLC | 2,734 | $275.1K | 0.00% | +360+15.2% | Added |
| Cary Street Partners Financial LLC | 2,761 | $277.9K | 0.01% | +2,761 | New |
| Petrus Trust Company, LTA | 2,812 | $283.0K | 0.03% | +2,812 | New |
| Blair William & Co | 2,830 | $284.8K | 0.00% | +2,830 | New |
| Forum Financial Management, LP | 2,856 | $287.4K | 0.00% | +45+1.6% | Added |
| Guardian Wealth Advisors, LLC | 2,859 | $287.7K | 0.18% | −272−8.7% | Reduced |
| Stratos Wealth Partners, LTD. | 2,867 | $288.6K | 0.00% | +2,867 | New |
| LVW Advisors, LLC | 2,900 | $291.9K | 0.04% | −25−0.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,909 | $292.8K | 0.02% | −960−24.8% | Reduced |
| Seed Wealth Management, Inc. | 2,929 | $294.8K | 0.24% | 00.0% | Unchanged |
| TSFG, LLC | 2,933 | $295.0K | 0.06% | +2,933 | New |
| Jefferies Financial Group Inc. | 2,932 | $295.1K | 0.00% | +2,932 | New |
| Davenport & Co LLC | 2,937 | $295.6K | 0.00% | +40+1.4% | Added |
| First Affirmative Financial Network | 2,949 | $296.8K | 0.17% | −134−4.3% | Reduced |
| Meeder Advisory Services, Inc. | 2,950 | $296.9K | 0.02% | +2,950 | New |
| Equitable Holdings, Inc. | 2,951 | $297.0K | 0.00% | −148−4.8% | Reduced |
| Blueshift Asset Management, LLC | 2,980 | $299.9K | 0.11% | +2,980 | New |
| Bill Few Associates, Inc. | 3,032 | $305.1K | 0.11% | −105−3.3% | Reduced |
| HighPoint Advisor Group LLC | 3,081 | $305.6K | 0.02% | −102−3.2% | Reduced |
| BSW Wealth Partners | 3,053 | $307.3K | 0.05% | +58+1.9% | Added |
| ERTS Wealth Advisors, LLC | 3,059 | $307.9K | 0.06% | +7+0.2% | Added |
| Hood River Capital Management LLC | 3,134 | $315.4K | 0.00% | +1,753+126.9% | Added |
| OneAscent Financial Services LLC | 3,147 | $317.0K | 0.03% | −755−19.3% | Reduced |
| Ci Investments Inc. | 3,146 | $317.0K | 0.00% | +421+15.4% | Added |
| USA Financial Portformulas Corp | 3,161 | $318.1K | 0.05% | −412−11.5% | Reduced |
| ELCO Management Co., LLC | 3,165 | $318.5K | 0.17% | −458−12.6% | Reduced |
| Q3 Asset Management | 3,188 | $320.0K | 0.20% | +3,188 | New |
| Pflug Koory, LLC | 3,203 | $322.4K | 0.16% | −12−0.4% | Reduced |
| Portside Wealth Group, LLC | 3,273 | $329.4K | 0.05% | +284+9.5% | Added |
| GF Fund Management Co. Ltd. | 3,333 | $335.4K | 0.01% | +3,333 | New |
| Copperwynd Financial, LLC | 3,335 | $335.7K | 0.09% | +19+0.6% | Added |
| ORG Partners LLC | 3,343 | $336.5K | 0.05% | +1,068+46.9% | Added |
| Meridian Investment Counsel Inc. | 3,349 | $337.0K | 0.10% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 3,382 | $340.4K | 0.01% | +293+9.5% | Added |
| Sequoia Financial Advisors, LLC | 3,386 | $340.8K | 0.00% | −1,648−32.7% | Reduced |
| Azimuth Capital Investment Management LLC | 3,409 | $343.1K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,412 | $343.4K | 0.00% | −40−1.2% | Reduced |
| Wedmont Private Capital | 3,550 | $344.2K | 0.02% | +96+2.8% | Added |
| GAMMA Investing LLC | 3,477 | $349.9K | 0.03% | +554+19.0% | Added |
| Twinbeech Capital LP | 3,514 | $353.6K | 0.01% | +3,514 | New |
| Coldstream Capital Management Inc | 3,562 | $358.5K | 0.01% | −90−2.5% | Reduced |
| Net Worth Advisory Group | 3,588 | $361.1K | 0.11% | +14+0.4% | Added |
| Kovitz Investment Group Partners, LLC | 3,629 | $365.3K | 0.00% | +3,629 | New |
| Prelude Capital Management, LLC | 3,640 | $366.3K | 0.03% | +3,640 | New |
| Revisor Wealth Management LLC | 3,758 | $377.3K | 0.35% | −2,264−37.6% | Reduced |
| Argyle Capital Management Inc. | 3,766 | $379.0K | 0.15% | +366+10.8% | Added |
| Quantessence Capital LLC | 3,774 | $379.8K | 0.16% | +3,774 | New |
| PFG Investments, LLC | 3,813 | $383.8K | 0.02% | +244+6.8% | Added |
| Fifth Third Bancorp | 3,822 | $384.6K | 0.00% | +57+1.5% | Added |
| Atomi Financial Group, Inc. | 3,837 | $386.2K | 0.02% | +249+6.9% | Added |
| Wahed Invest LLC | 3,840 | $386.5K | 0.06% | −167−4.2% | Reduced |
| Greenleaf Trust | 3,873 | $389.8K | 0.00% | −46−1.2% | Reduced |
| Benjamin Edwards Inc | 3,934 | $395.9K | 0.01% | −530−11.9% | Reduced |
| Leavell Investment Management, Inc. | 3,976 | $400.1K | 0.02% | 00.0% | Unchanged |
| Burney Co | 3,999 | $402.4K | 0.01% | +258+6.9% | Added |
| Alan B. Lancz & Associates, Inc. | 4,042 | $406.8K | 0.41% | −300−6.9% | Reduced |
| Bridgefront Capital, LLC | 4,067 | $409.3K | 0.14% | +4,067 | New |
| Applied Finance Capital Management, LLC | 4,083 | $410.9K | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 4,139 | $416.5K | 0.03% | +12+0.3% | Added |
| Atria Wealth Solutions, Inc. | 4,150 | $417.7K | 0.00% | +1,986+91.8% | Added |
| Whitcomb & Hess, Inc. | 4,193 | $422.0K | 0.13% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 4,201 | $422.8K | 0.19% | +294+7.5% | Added |
| V-Square Quantitative Management LLC | 4,247 | $427.4K | 0.06% | −604−12.5% | Reduced |
| Everence Capital Management Inc | 4,250 | $428.0K | 0.03% | +4,250 | New |
| Ostrum Asset Management | 4,267 | $429.4K | 0.04% | +675+18.8% | Added |
| Round Rock Advisors, LLC | 4,300 | $432.8K | 0.09% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 4,332 | $436.0K | 0.15% | −102−2.3% | Reduced |
| GEN Financial Management, INC. | 4,427 | $445.5K | 0.29% | +4,427 | New |
| Marble Harbor Investment Counsel, LLC | 4,430 | $445.8K | 0.05% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,441 | $447.0K | 0.00% | −57−1.3% | Reduced |
| Ballentine Partners, LLC | 4,581 | $461.0K | 0.01% | +671+17.2% | Added |
| Investment Management Corp of Ontario | 4,653 | $468.3K | 0.02% | −900−16.2% | Reduced |
| Phoenix Holdings Ltd. | 4,660 | $469.1K | 0.01% | −125−2.6% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,708 | $473.8K | 0.13% | −114−2.4% | Reduced |
| Gitterman Wealth Management, LLC | 4,724 | $475.5K | 0.20% | +293+6.6% | Added |
| State of Wyoming | 4,825 | $485.6K | 0.06% | −173−3.5% | Reduced |