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 |
|---|---|---|---|---|---|
| Norden Group LLC | 2,565 | $258.1K | 0.03% | +251+10.8% | Added |
| Clarius Group, LLC | 2,551 | $256.7K | 0.02% | −315−11.0% | Reduced |
| Bank of New Hampshire | 2,540 | $255.6K | 0.07% | 00.0% | Unchanged |
| Anb Bank | 2,540 | $255.6K | 0.11% | +2,540 | New |
| Claret Asset Management Corp | 2,507 | $252.0K | 0.04% | +17+0.7% | Added |
| EverSource Wealth Advisors, LLC | 2,456 | $247.1K | 0.01% | +826+50.7% | Added |
| MUFG Securities Americas Inc. | 2,439 | $245.5K | 0.03% | +2,439 | New |
| CX Institutional | 2,438 | $245.4K | 0.01% | +3+0.1% | Added |
| Freestone Capital Holdings, LLC | 2,426 | $244.2K | 0.01% | 00.0% | Unchanged |
| Optimize Financial Inc | 2,416 | $243.1K | 0.18% | +2,416 | New |
| Philadelphia Trust Co | 2,399 | $241.0K | 0.02% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 2,377 | $239.2K | 0.00% | +2,377 | New |
| Bradley Foster & Sargent Inc | 2,375 | $239.0K | 0.00% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,363 | $238.0K | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,353 | $236.8K | 0.00% | +303+14.8% | Added |
| Affiance Financial, LLC | 2,351 | $236.6K | 0.06% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 2,320 | $233.0K | 0.10% | −1,282−35.6% | Reduced |
| Baader Bank INC | 2,288 | $230.3K | 0.02% | −1,712−42.8% | Reduced |
| Vestcor Inc | 2,285 | $230.0K | 0.01% | −1,509−39.8% | Reduced |
| Mather Group, LLC. | 2,261 | $227.6K | 0.00% | −14−0.6% | Reduced |
| Trajan Wealth LLC | 2,259 | $227.3K | 0.01% | −231−9.3% | Reduced |
| Horizon Investments, LLC | 2,263 | $227.2K | 0.01% | +18+0.8% | Added |
| Nebula Research & Development LLC | 2,254 | $226.8K | 0.03% | +2,254 | New |
| Hollow Brook Wealth Management LLC | 2,246 | $226.0K | 0.07% | 00.0% | Unchanged |
| Assetmark, Inc | 2,237 | $225.1K | 0.00% | +918+69.6% | Added |
| IMPACTfolio, LLC | 2,222 | $223.6K | 0.12% | −33−1.5% | Reduced |
| Claro Advisors LLC | 2,211 | $222.5K | 0.03% | −335−13.2% | Reduced |
| Group One Trading, L.P. | 2,182 | $219.6K | 0.01% | +2,168+15,485.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,156 | $217.0K | 0.02% | +4+0.2% | Added |
| Checchi Capital Advisers, LLC | 2,155 | $216.9K | 0.02% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 2,150 | $216.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,144 | $215.8K | 0.03% | +2,144 | New |
| Ritholtz Wealth Management | 2,094 | $210.7K | 0.01% | +2,094 | New |
| Longboard Asset Management, LP | 2,077 | $209.0K | 0.55% | +2,077 | New |
| Buckingham Strategic Partners | 2,046 | $206.0K | 0.00% | +2,046 | New |
| Chicago Partners Investment Group LLC | 2,061 | $205.0K | 0.01% | +2,061 | New |
| Clarus Wealth Advisors | 2,031 | $200.3K | 0.10% | +2,031 | New |
| Fedenia Advisers LLC | 1,935 | $194.7K | 0.11% | +1,935 | New |
| Larson Financial Group LLC | 1,809 | $182.1K | 0.01% | −474−20.8% | Reduced |
| Anchor Investment Management, LLC | 1,774 | $178.5K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,646 | $165.7K | 0.21% | +1,646 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,620 | $163.0K | 0.05% | +650+67.0% | Added |
| Quadrant Capital Group LLC | 1,612 | $162.2K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,610 | $162.0K | 0.01% | −137−7.8% | Reduced |
| Brown Brothers Harriman & Co | 1,410 | $141.9K | 0.00% | +432+44.2% | Added |
| Transamerica Financial Advisors, Inc. | 1,375 | $139.0K | 0.01% | −109−7.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,337 | $134.6K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,310 | $131.8K | 0.00% | +757+136.9% | Added |
| Edmond de Rothschild Holding S.A. | 1,258 | $126.6K | 0.00% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,222 | $123.0K | 0.01% | −251−17.0% | Reduced |
| Bryn Mawr Trust Co | 1,200 | $120.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,199 | $120.6K | 0.00% | +1,199 | New |
| Farther Finance Advisors, LLC | 1,194 | $120.1K | 0.00% | +118+11.0% | Added |
| Signaturefd, LLC | 1,156 | $116.4K | 0.00% | +58+5.3% | Added |
| Jones Financial Companies LLLP | 1,085 | $109.2K | 0.00% | +916+542.0% | Added |
| Parallel Advisors, LLC | 981 | $98.8K | 0.00% | +32+3.4% | Added |
| Raleigh Capital Management Inc. | 948 | $95.4K | 0.04% | +943+18,860.0% | Added |
| Richardson Financial Services Inc. | 916 | $91.9K | 0.06% | +127+16.1% | Added |
| Smartleaf Asset Management LLC | 809 | $81.2K | 0.01% | +287+55.0% | Added |
| National Bank of Canada | 753 | $75.9K | 0.00% | −441,134−99.8% | Reduced |
| Skopos Labs, Inc. | 738 | $74.3K | 0.02% | +13+1.8% | Added |
| Sit Investment Associates Inc | 740 | $74.0K | 0.00% | −300−28.8% | Reduced |
| Massmutual Trust Co FSB | 716 | $72.1K | 0.00% | +11+1.6% | Added |
| True Wealth Design, LLC | 702 | $70.7K | 0.03% | +65+10.2% | Added |
| Central Trust Co | 700 | $70.4K | 0.00% | +41+6.2% | Added |
| LRI Investments, LLC | 681 | $68.5K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 641 | $64.5K | 0.00% | +641 | New |
| Spire Wealth Management | 635 | $63.9K | 0.00% | +635 | New |
| Sentry Investment Management LLC | 612 | $62.0K | 0.03% | −100−14.0% | Reduced |
| Intact Investment Management Inc. | 600 | $60.4K | 0.00% | +600 | New |
| Park Square Financial Group, LLC | 565 | $56.9K | 0.04% | +565 | New |
| Friedenthal Financial | 557 | $56.1K | 0.03% | +557 | New |
| Eastern Bank | 507 | $51.0K | 0.00% | +300+144.9% | Added |
| Investors Research Corp | 500 | $50.3K | 0.01% | −500−50.0% | Reduced |
| Key Financial Inc | 463 | $46.6K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 524 | $45.8K | 0.02% | +524 | New |
| Penserra Capital Management LLC | 419 | $42.0K | 0.00% | +419 | New |
| Quent Capital, LLC | 412 | $41.5K | 0.00% | +34+9.0% | Added |
| AdvisorNet Financial, Inc | 405 | $40.8K | 0.00% | −145−26.4% | Reduced |
| Huntington National Bank | 398 | $40.1K | 0.00% | +48+13.7% | Added |
| Cromwell Holdings LLC | 392 | $39.5K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 367 | $38.4K | 0.00% | −63−14.7% | Reduced |
| Colonial Trust Co | 344 | $34.6K | 0.01% | +240+230.8% | Added |
| IFP Advisors, Inc | 340 | $34.2K | 0.00% | +76+28.8% | Added |
| CoreCap Advisors, LLC | 340 | $34.2K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 333 | $33.5K | 0.01% | +294+753.8% | Added |
| Field & Main Bank | 330 | $33.2K | 0.01% | −25−7.0% | Reduced |
| Hemington Wealth Management | 328 | $33.0K | 0.01% | +49+17.6% | Added |
| 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 |
| Steward Partners Investment Advisory, LLC | 325 | $32.8K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 323 | $32.5K | 0.02% | −1−0.3% | Reduced |
| Van Hulzen Asset Management, LLC | 316 | $31.8K | 0.00% | +316 | New |
| Adirondack Trust Co | 300 | $30.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 278 | $28.0K | 0.00% | +11+4.1% | Added |
| HM Payson & Co | 269 | $27.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 264 | $26.6K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 250 | $25.2K | 0.03% | +250 | New |
| Covestor Ltd | 244 | $25.0K | 0.02% | −429−63.7% | Reduced |
| Versant Capital Management, Inc | 222 | $22.3K | 0.00% | +149+204.1% | Added |