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Livermore
Livermore
ZHEN

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
Private Trust Co NA215$21.6K0.00%+199+1,243.8%Added
GHP Investment Advisors, Inc.213$21.5K0.00%00.0%Unchanged
Geneos Wealth Management Inc.213$21.4K0.00%+213New
R Squared Ltd210$21.1K0.02%+210New
Capital A Wealth Management, LLC210$21.1K0.04%+210New
Mendota Financial Group, LLC200$20.1K0.01%−1,257−86.3%Reduced
Trust Co of Vermont200$20.1K0.00%00.0%Unchanged
Concord Wealth Partners200$20.1K0.00%00.0%Unchanged
Sittner & Nelson, LLC196$19.7K0.01%00.0%Unchanged
Global Financial Private Client, LLC189$19.0K0.01%+9+5.0%Added
Cyrus J. Lawrence, LLC175$17.0K0.00%+175New
Park Place Capital Corp168$16.9K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC165$16.6K0.00%−56−25.3%Reduced
WR Wealth Planners, LLC162$16.3K0.01%+150+1,250.0%Added
Stonebridge Financial Group, LLC155$15.6K0.00%+155New
Aspect Partners, LLC152$15.3K0.01%−16−9.5%Reduced
HHM Wealth Advisors, LLC152$15.3K0.00%+2+1.3%Added
Global Wealth Strategies & Associates152$15.3K0.00%00.0%Unchanged
Sandy Spring Bank150$15.1K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC148$14.9K0.00%−8−5.1%Reduced
Ronald Blue Trust, Inc.147$14.8K0.00%−378−72.0%Reduced
Washington Trust Co140$14.1K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc131$13.2K0.00%00.0%Unchanged
Bell Investment Advisors, Inc119$12.0K0.00%−27−18.5%Reduced
Blue Bell Private Wealth Management, LLC113$11.4K0.00%−11−8.9%Reduced
Catalyst Capital Advisors LLC109$11.0K0.00%−21−16.2%Reduced
McIlrath & Eck, LLC108$10.9K0.00%00.0%Unchanged
First Horizon Advisors, Inc.105$10.6K0.00%−125−54.3%Reduced
Cary Street Partner Investment Advisory LLC93$9.36K0.01%−2,863−96.9%Reduced
Harbor Investment Advisory, LLC91$9.16K0.00%00.0%Unchanged
MCF Advisors LLC86$8.66K0.00%00.0%Unchanged
Addison Advisors LLC84$8.45K0.00%00.0%Unchanged
Richards, Merrill & Peterson, Inc.84$8.45K0.00%+84New
Prestige Wealth Management Group LLC80$8.01K0.00%00.0%Unchanged
Smithfield Trust Co84$8.00K0.00%00.0%Unchanged
Rothschild Investment LLC79$7.95K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC77$7.75K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.76$7.65K0.00%+1+1.3%Added
Bruce G. Allen Investments, LLC73$7.35K0.01%00.0%Unchanged
Olistico Wealth, LLC72$7.25K0.00%00.0%Unchanged
Fairway Wealth LLC70$7.04K0.00%+70New
Valley National Advisers Inc73$7.00K0.00%+73New
FSA Wealth Management LLC67$6.74K0.00%00.0%Unchanged
Private Wealth Management Group, LLC65$6.54K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC64$6.42K0.01%00.0%Unchanged
Golden State Wealth Management, LLC61$6.19K0.00%+61New
Sachetta, LLC59$5.94K0.00%−48−44.9%Reduced
Boyd Watterson Asset Management LLC56$5.64K0.00%00.0%Unchanged
AllSquare Wealth Management LLC56$5.64K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC52$5.23K0.12%+52New
Valued Wealth Advisors LLC50$5.03K0.00%+50New
Beacon Capital Management, LLC45$4.53K0.00%00.0%Unchanged
DT Investment Partners, LLC44$4.43K0.00%00.0%Unchanged
Estabrook Capital Management40$4.03K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA44$4.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC39$3.92K0.00%00.0%Unchanged
Hexagon Capital Partners LLC39$3.92K0.00%+10+34.5%Added
Asset Planning,Inc39$3.92K0.00%+39New
Tucker Asset Management LLC38$3.82K0.00%00.0%Unchanged
Raffa Wealth Management, LLC38$3.81K0.00%00.0%Unchanged
Financial Perspectives, Inc36$3.62K0.00%00.0%Unchanged
Sunbelt Securities, Inc.35$3.51K0.00%00.0%Unchanged
PFS Partners, LLC35$3.48K0.00%+1+2.9%Added
Caitong International Asset Management Co., Ltd34$3.42K0.00%+34New
Mowery & Schoenfeld Wealth Management, LLC33$3.32K0.01%+33New
Whipplewood Advisors, LLC33$3.32K0.00%+33New
Whittier Trust Co30$3.02K0.00%00.0%Unchanged
MV Capital Management, Inc.29$2.92K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.29$2.92K0.00%+29New
Cassady Schiller Wealth Management, LLC26$2.62K0.00%+20+333.3%Added
Marshall & Sterling Wealth Advisors Inc.24$2.34K0.00%+24New
CGC Financial Services, LLC23$2.31K0.00%00.0%Unchanged
Venturi Wealth Management, LLC22$2.21K0.00%+2+10.0%Added
Armstrong Advisory Group, Inc22$2.19K0.00%+6+37.5%Added
Carolinas Wealth Consulting LLC21$2.11K0.00%−7−25.0%Reduced
Capital Analysts, LLC15$2.00K0.00%−11−42.3%Reduced
Laurel Wealth Advisors LLC19$1.91K0.00%00.0%Unchanged
Continuum Advisory, LLC18$1.81K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC18$1.81K0.00%+18New
CVA Family Office, LLC17$1.71K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC16$1.61K0.00%00.0%Unchanged
WPG Advisers, LLC16$1.61K0.00%+16New
Albion Financial Group15$1.51K0.00%00.0%Unchanged
Financial Management Professionals, Inc.15$1.51K0.00%00.0%Unchanged
Grove Bank & Trust15$1.51K0.00%+15New
Coppell Advisory Solutions LLC15$1.51K0.00%+15New
Center for Financial Planning, Inc.14$1.41K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC14$1.41K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC14$1.37K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC14$1.37K0.00%00.0%Unchanged
TFC Financial Management13$1.31K0.00%00.0%Unchanged
Oakworth Capital, Inc.13$1.31K0.00%00.0%Unchanged
Riverview Trust Co12$1.21K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp11$1.11K0.00%+11New
Zions Bancorporation, N.A.10$1.01K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC5$1.00K0.00%00.0%Unchanged
Transce3nd, LLC9$9170.00%+9New
Fortis Group Advisors, LLC9$9060.00%00.0%Unchanged
Flagship Wealth Advisors, LLC8$8050.00%+8New
Sierra Ocean, LLC7$7070.00%+7New