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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems Insurance Trust Fund | 7,059 | $548.0K | 0.10% | +2,159+44.1% | Added |
| Capstone Investment Advisors, LLC | 5,436 | $547.1K | 0.01% | +2,267+71.5% | Added |
| Gibbs Wealth Management | 5,413 | $544.8K | 0.15% | +824+18.0% | Added |
| Strategic Blueprint, LLC | 5,398 | $543.3K | 0.03% | −1,012−15.8% | Reduced |
| Annex Advisory Services, LLC | 5,369 | $540.4K | 0.02% | +151+2.9% | Added |
| Stephens Inc | 5,361 | $539.5K | 0.01% | +45+0.8% | Added |
| Global X Japan Co., Ltd. | 5,234 | $526.8K | 0.07% | +199+4.0% | Added |
| Quarry LP | 5,149 | $518.2K | 0.10% | +4,888+1,872.8% | Added |
| Main Street Financial Solutions, LLC | 5,148 | $518.1K | 0.05% | −81−1.5% | Reduced |
| Global Retirement Partners, LLC | 5,112 | $514.5K | 0.01% | +1,269+33.0% | Added |
| Trexquant Investment LP | 5,110 | $514.3K | 0.01% | +5,110 | New |
| Altshuler Shaham Ltd | 5,108 | $514.1K | 0.02% | −2,290−31.0% | Reduced |
| Kingsview Wealth Management, LLC | 5,072 | $510.5K | 0.01% | +2,544+100.6% | Added |
| Davis R M Inc | 5,040 | $507.2K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 4,950 | $498.1K | 0.00% | +440+9.8% | Added |
| High Note Wealth, LLC | 4,900 | $493.1K | 0.13% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,883 | $491.4K | 0.00% | +1,353+38.3% | Added |
| Allstate Corp | 4,876 | $490.7K | 0.01% | +4,876 | New |
| State of Wyoming | 4,825 | $485.6K | 0.06% | −173−3.5% | Reduced |
| Gitterman Wealth Management, LLC | 4,724 | $475.5K | 0.20% | +293+6.6% | Added |
| Shakespeare Wealth Management, Inc. | 4,708 | $473.8K | 0.13% | −114−2.4% | Reduced |
| Phoenix Holdings Ltd. | 4,660 | $469.1K | 0.01% | −125−2.6% | Reduced |
| Investment Management Corp of Ontario | 4,653 | $468.3K | 0.02% | −900−16.2% | Reduced |
| Ballentine Partners, LLC | 4,581 | $461.0K | 0.01% | +671+17.2% | Added |
| EP Wealth Advisors, LLC | 4,441 | $447.0K | 0.00% | −57−1.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,430 | $445.8K | 0.05% | 00.0% | Unchanged |
| GEN Financial Management, INC. | 4,427 | $445.5K | 0.29% | +4,427 | New |
| Stephenson National Bank & Trust | 4,332 | $436.0K | 0.15% | −102−2.3% | Reduced |
| Round Rock Advisors, LLC | 4,300 | $432.8K | 0.09% | 00.0% | Unchanged |
| Ostrum Asset Management | 4,267 | $429.4K | 0.04% | +675+18.8% | Added |
| Everence Capital Management Inc | 4,250 | $428.0K | 0.03% | +4,250 | New |
| V-Square Quantitative Management LLC | 4,247 | $427.4K | 0.06% | −604−12.5% | Reduced |
| Smith Shellnut Wilson LLC | 4,201 | $422.8K | 0.19% | +294+7.5% | Added |
| Whitcomb & Hess, Inc. | 4,193 | $422.0K | 0.13% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,150 | $417.7K | 0.00% | +1,986+91.8% | Added |
| Oxford Financial Group Ltd | 4,139 | $416.5K | 0.03% | +12+0.3% | Added |
| Applied Finance Capital Management, LLC | 4,083 | $410.9K | 0.02% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,067 | $409.3K | 0.14% | +4,067 | New |
| Alan B. Lancz & Associates, Inc. | 4,042 | $406.8K | 0.41% | −300−6.9% | Reduced |
| Burney Co | 3,999 | $402.4K | 0.01% | +258+6.9% | Added |
| Leavell Investment Management, Inc. | 3,976 | $400.1K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 3,934 | $395.9K | 0.01% | −530−11.9% | Reduced |
| Greenleaf Trust | 3,873 | $389.8K | 0.00% | −46−1.2% | Reduced |
| Wahed Invest LLC | 3,840 | $386.5K | 0.06% | −167−4.2% | Reduced |
| Atomi Financial Group, Inc. | 3,837 | $386.2K | 0.02% | +249+6.9% | Added |
| Fifth Third Bancorp | 3,822 | $384.6K | 0.00% | +57+1.5% | Added |
| PFG Investments, LLC | 3,813 | $383.8K | 0.02% | +244+6.8% | Added |
| Quantessence Capital LLC | 3,774 | $379.8K | 0.16% | +3,774 | New |
| Argyle Capital Management Inc. | 3,766 | $379.0K | 0.15% | +366+10.8% | Added |
| Revisor Wealth Management LLC | 3,758 | $377.3K | 0.35% | −2,264−37.6% | Reduced |
| Prelude Capital Management, LLC | 3,640 | $366.3K | 0.03% | +3,640 | New |
| Kovitz Investment Group Partners, LLC | 3,629 | $365.3K | 0.00% | +3,629 | New |
| Net Worth Advisory Group | 3,588 | $361.1K | 0.11% | +14+0.4% | Added |
| Coldstream Capital Management Inc | 3,562 | $358.5K | 0.01% | −90−2.5% | Reduced |
| Twinbeech Capital LP | 3,514 | $353.6K | 0.01% | +3,514 | New |
| GAMMA Investing LLC | 3,477 | $349.9K | 0.03% | +554+19.0% | Added |
| Wedmont Private Capital | 3,550 | $344.2K | 0.02% | +96+2.8% | Added |
| HB Wealth Management, LLC | 3,412 | $343.4K | 0.00% | −40−1.2% | Reduced |
| Azimuth Capital Investment Management LLC | 3,409 | $343.1K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,386 | $340.8K | 0.00% | −1,648−32.7% | Reduced |
| Pensionmark Financial Group, LLC | 3,382 | $340.4K | 0.01% | +293+9.5% | Added |
| Meridian Investment Counsel Inc. | 3,349 | $337.0K | 0.10% | 00.0% | Unchanged |
| ORG Partners LLC | 3,343 | $336.5K | 0.05% | +1,068+46.9% | Added |
| Copperwynd Financial, LLC | 3,335 | $335.7K | 0.09% | +19+0.6% | Added |
| GF Fund Management Co. Ltd. | 3,333 | $335.4K | 0.01% | +3,333 | New |
| Portside Wealth Group, LLC | 3,273 | $329.4K | 0.05% | +284+9.5% | Added |
| Pflug Koory, LLC | 3,203 | $322.4K | 0.16% | −12−0.4% | Reduced |
| Q3 Asset Management | 3,188 | $320.0K | 0.20% | +3,188 | New |
| ELCO Management Co., LLC | 3,165 | $318.5K | 0.17% | −458−12.6% | Reduced |
| USA Financial Portformulas Corp | 3,161 | $318.1K | 0.05% | −412−11.5% | Reduced |
| 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 |
| Hood River Capital Management LLC | 3,134 | $315.4K | 0.00% | +1,753+126.9% | Added |
| ERTS Wealth Advisors, LLC | 3,059 | $307.9K | 0.06% | +7+0.2% | Added |
| BSW Wealth Partners | 3,053 | $307.3K | 0.05% | +58+1.9% | Added |
| HighPoint Advisor Group LLC | 3,081 | $305.6K | 0.02% | −102−3.2% | Reduced |
| Bill Few Associates, Inc. | 3,032 | $305.1K | 0.11% | −105−3.3% | Reduced |
| Blueshift Asset Management, LLC | 2,980 | $299.9K | 0.11% | +2,980 | New |
| Equitable Holdings, Inc. | 2,951 | $297.0K | 0.00% | −148−4.8% | Reduced |
| Meeder Advisory Services, Inc. | 2,950 | $296.9K | 0.02% | +2,950 | New |
| First Affirmative Financial Network | 2,949 | $296.8K | 0.17% | −134−4.3% | Reduced |
| Davenport & Co LLC | 2,937 | $295.6K | 0.00% | +40+1.4% | Added |
| Jefferies Financial Group Inc. | 2,932 | $295.1K | 0.00% | +2,932 | New |
| TSFG, LLC | 2,933 | $295.0K | 0.06% | +2,933 | New |
| Seed Wealth Management, Inc. | 2,929 | $294.8K | 0.24% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,909 | $292.8K | 0.02% | −960−24.8% | Reduced |
| LVW Advisors, LLC | 2,900 | $291.9K | 0.04% | −25−0.9% | Reduced |
| Stratos Wealth Partners, LTD. | 2,867 | $288.6K | 0.00% | +2,867 | New |
| Guardian Wealth Advisors, LLC | 2,859 | $287.7K | 0.18% | −272−8.7% | Reduced |
| Forum Financial Management, LP | 2,856 | $287.4K | 0.00% | +45+1.6% | Added |
| Blair William & Co | 2,830 | $284.8K | 0.00% | +2,830 | New |
| Petrus Trust Company, LTA | 2,812 | $283.0K | 0.03% | +2,812 | New |
| Cary Street Partners Financial LLC | 2,761 | $277.9K | 0.01% | +2,761 | New |
| Guggenheim Capital LLC | 2,734 | $275.1K | 0.00% | +360+15.2% | Added |
| SeaCrest Wealth Management, LLC | 2,709 | $272.6K | 0.03% | +55+2.1% | Added |
| PharVision Advisers, LLC | 2,663 | $268.0K | 0.23% | +2,663 | New |
| CWA Asset Management Group, LLC | 2,632 | $264.9K | 0.01% | +40+1.5% | Added |
| Oak Family Advisors, LLC | 2,621 | $263.8K | 0.10% | −8,331−76.1% | Reduced |
| United Capital Financial Advisers, LLC | 2,588 | $260.4K | 0.00% | −64−2.4% | Reduced |
| Wealthfront Advisers LLC | 2,580 | $259.7K | 0.00% | +338+15.1% | Added |