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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
Allstate Corp4,876$490.7K0.01%+4,876New
Kestra Advisory Services, LLC4,883$491.4K0.00%+1,353+38.3%Added
High Note Wealth, LLC4,900$493.1K0.13%00.0%Unchanged
Avantax Advisory Services, Inc.4,950$498.1K0.00%+440+9.8%Added
Davis R M Inc5,040$507.2K0.01%00.0%Unchanged
Kingsview Wealth Management, LLC5,072$510.5K0.01%+2,544+100.6%Added
Altshuler Shaham Ltd5,108$514.1K0.02%−2,290−31.0%Reduced
Trexquant Investment LP5,110$514.3K0.01%+5,110New
Global Retirement Partners, LLC5,112$514.5K0.01%+1,269+33.0%Added
Main Street Financial Solutions, LLC5,148$518.1K0.05%−81−1.5%Reduced
Quarry LP5,149$518.2K0.10%+4,888+1,872.8%Added
Global X Japan Co., Ltd.5,234$526.8K0.07%+199+4.0%Added
Stephens Inc5,361$539.5K0.01%+45+0.8%Added
Annex Advisory Services, LLC5,369$540.4K0.02%+151+2.9%Added
Strategic Blueprint, LLC5,398$543.3K0.03%−1,012−15.8%Reduced
Gibbs Wealth Management5,413$544.8K0.15%+824+18.0%Added
Capstone Investment Advisors, LLC5,436$547.1K0.01%+2,267+71.5%Added
Kentucky Retirement Systems Insurance Trust Fund7,059$548.0K0.10%+2,159+44.1%Added
Marshall Wace, LLP5,500$553.5K0.00%−17,531−76.1%Reduced
Illinois Municipal Retirement Fund5,540$557.5K0.01%00.0%Unchanged
Gen-Wealth Partners Inc5,608$564.4K0.24%−737−11.6%Reduced
First Manhattan Co5,638$567.4K0.00%00.0%Unchanged
GWM Advisors LLC5,649$568.5K0.00%−10.0%Reduced
Creative Financial Designs Inc5,746$578.3K0.05%+425+8.0%Added
Gsa Capital Partners LLP5,895$593.0K0.04%+5,895New
RBF Capital, LLC6,000$603.8K0.03%00.0%Unchanged
Wiley Bros.-Aintree Capital, LLC6,014$607.0K0.01%+470+8.5%Added
NEOS Investment Management LLC6,074$611.3K0.01%+1,238+25.6%Added
Financial & Tax Architects, LLC6,089$612.8K0.16%−424−6.5%Reduced
Brinker Capital Investments, LLC6,137$617.6K0.01%−210−3.3%Reduced
Orion Portfolio Solutions, LLC6,137$617.6K0.01%−210−3.3%Reduced
111 Capital6,144$618.3K0.13%+6,144New
Pallas Capital Advisors LLC6,224$626.4K0.03%+20.0%Added
Golden State Equity Partners6,401$644.2K0.12%−7,108−52.6%Reduced
Sherbrooke Park Advisers LLC6,430$647.1K0.21%+1,175+22.4%Added
Headlands Technologies LLC6,433$647.4K0.07%−4,066−38.7%Reduced
Cullen Capital Management LLC6,451$649.2K0.01%00.0%Unchanged
Harbour Investments, Inc.6,485$652.6K0.02%−100−1.5%Reduced
Tokio Marine Asset Management Co Ltd6,577$661.9K0.02%+47+0.7%Added
Omers Administration Corp6,886$693.0K0.01%+1,178+20.6%Added
Globeflex Capital L P6,932$697.6K0.06%00.0%Unchanged
Private Advisor Group, LLC6,934$697.8K0.00%+1,539+28.5%Added
World Equity Group, Inc.6,950$699.5K0.15%+3,476+100.1%Added
MML Investors Services, LLC6,965$701.0K0.00%−316−4.3%Reduced
Frank, Rimerman Advisors LLC7,007$705.2K0.05%+274+4.1%Added
Sigma Planning Corp7,052$709.7K0.02%−154−2.1%Reduced
Prime Capital Investment Advisors, LLC7,094$713.9K0.01%+61+0.9%Added
Greenwich Wealth Management LLC7,160$721.0K0.05%−195−2.7%Reduced
Davy Global Fund Management Ltd7,202$724.8K0.09%−4,336−37.6%Reduced
Dynamic Technology Lab Private Ltd7,273$732.0K0.12%+7,273New
Commerce Bank7,275$732.2K0.00%−3,190−30.5%Reduced
Stevens Capital Management LP7,359$741.0K0.30%+7,359New
Merit Financial Group, LLC7,393$744.0K0.01%+4,743+179.0%Added
ORG Wealth Partners, LLC7,405$745.4K0.23%+288+4.0%Added
Csenge Advisory Group7,425$747.3K0.04%−148−2.0%Reduced
Allspring Global Investments Holdings, LLC7,459$748.9K0.00%−254−3.3%Reduced
Somerset Trust Co7,473$752.1K0.28%−6−0.1%Reduced
Inspire Advisors, LLC7,505$755.3K0.09%−616−7.6%Reduced
Wolverine Trading, LLC7,541$757.0K0.02%+2,358+45.5%Added
Contravisory Investment Management, Inc.7,580$762.9K0.16%+66+0.9%Added
Norinchukin Bank, The7,600$764.9K0.02%+690+10.0%Added
Independent Advisor Alliance7,628$767.6K0.01%+103+1.4%Added
Glenmede Trust Co NA7,818$786.8K0.00%+1,009+14.8%Added
SRN Advisors, LLC7,876$792.6K0.70%+7,876New
New Mexico Educational Retirement Board7,914$796.0K0.03%−200−2.5%Reduced
American Century Companies Inc8,134$818.6K0.00%−9,977−55.1%Reduced
Bailard, Inc.8,392$844.6K0.02%+207+2.5%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC8,511$856.6K0.03%−652−7.1%Reduced
Cornercap Investment Counsel Inc8,548$860.3K0.28%−290−3.3%Reduced
Cornerstone Wealth Management, LLC8,751$880.7K0.06%−9−0.1%Reduced
Maryland State Retirement & Pension System8,814$887.0K0.02%−617−6.5%Reduced
Securian Asset Management, Inc8,880$893.7K0.03%−214−2.4%Reduced
Louisiana State Employees Retirement System8,900$895.7K0.02%−400−4.3%Reduced
Pinnacle Associates Ltd8,914$897.1K0.01%−1,217−12.0%Reduced
Addison Capital Co8,976$903.3K0.36%00.0%Unchanged
Agf Management Ltd9,114$917.2K0.00%−42−0.5%Reduced
National Asset Management, Inc.9,210$926.9K0.03%−2,798−23.3%Reduced
New England Research & Management, Inc.9,250$931.0K0.47%−100−1.1%Reduced
Colony Group, LLC9,359$941.9K0.00%+2,332+33.2%Added
QRG Capital Management, Inc.9,550$961.1K0.01%+229+2.5%Added
Sound Financial Strategies Group, LLC9,722$978.4K0.82%+661+7.3%Added
Thurston, Springer, Miller, Herd & Titak, Inc.9,754$981.6K0.20%+4,085+72.1%Added
Sterling Capital Management LLC9,785$984.8K0.01%+3,491+55.5%Added
Integrated Wealth Concepts LLC9,785$984.8K0.01%−29−0.3%Reduced
Moody National Bank Trust Division9,825$988.8K0.10%+9,825New
Harvest Fund Management Co., Ltd9,891$995.0K0.05%+6,608+201.3%Added
United Asset Strategies, Inc.9,964$1.00M0.09%−312−3.0%Reduced
Hartford Investment Management Co10,319$1.04M0.03%−200−1.9%Reduced
SlateStone Wealth, LLC10,410$1.05M0.10%+400+4.0%Added
American National Bank10,476$1.05M0.12%−290−2.7%Reduced
Umb Bank N A10,582$1.06M0.02%−878−7.7%Reduced
Jacobs & Co10,659$1.07M0.11%00.0%Unchanged
Wetherby Asset Management Inc10,743$1.08M0.05%−40.0%Reduced
Voleon Capital Management LP10,808$1.09M0.08%+10,808New
Impact Investors, Inc10,815$1.09M0.84%+10,815New
Moors & Cabot, Inc.10,875$1.09M0.05%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.10,938$1.10M0.00%+1,354+14.1%Added
Machina Capital S.A.S.10,994$1.11M0.47%+10,994New
Mercer Global Advisors Inc11,352$1.14M0.00%+494+4.5%Added
Kentucky Retirement Systems11,373$1.14M0.03%−156−1.4%Reduced