Filing Research | PNR - PENTAIR PLC Institutional Holdings

Snapshot holdings

50 / 173 loaded

#		Instrument	quantity
1	Vest Financial, LLC	Shares	539.6KSH	$41.4M
2	Perpetual Ltd	Shares	238.4KSH	$18.3M
3	Swedbank AB	Shares	220.0KSH	$16.9M
4	GATEWAY INVESTMENT ADVISERS LLC	Shares	122.5KSH	$9.4M
5	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	97.6KSH	$7.5M
6	LBP AM SA	Shares	87.2KSH	$6.7M
7	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	86.6KSH	$6.6M
8	Police & Firemen's Retirement System of New Jersey	Shares	72.8KSH	$5.6M
9	Focus Financial Network, Inc.	Shares	69.4KSH	$5.3M
10	BFSG, LLC	Shares	69.3KSH	$5.3M
11	Robeco Institutional Asset Management B.V.	Shares	64.0KSH	$4.9M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	60.8KSH	$4.6M
13	Assenagon Asset Management S.A.	Shares	57.8KSH	$4.4M
14	IFM Investors Pty Ltd	Shares	55.9KSH	$4.3M
15	Mirae Asset Global Investments Co., Ltd.	Shares	55.9KSH	$4.3M
16	D.A. DAVIDSON & CO.	Shares	50.4KSH	$3.9M
17	Czech National Bank	Shares	46.0KSH	$3.5M
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	35.7KSH	$2.7M
19	Uncommon Cents Investing LLC	Shares	31.4KSH	$2.4M
20	HENNESSY ADVISORS INC	Shares	30.0KSH	$2.3M
21	Abundance Wealth Counselors	Shares	26.1KSH	$2.0M
22	FIRST CITIZENS BANK & TRUST CO	Shares	24.7KSH	$1.9M
23	Envestnet Portfolio Solutions, Inc.	Shares	23.7KSH	$1.8M
24	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	21.5KSH	$1.6M
25	CFS Investment Advisory Services, LLC	Shares	21.1KSH	$1.6M
26	EXCHANGE TRADED CONCEPTS, LLC	Shares	18.4KSH	$1.4M
27	Kepler Cheuvreux (Suisse) SA	Shares	17.3KSH	$1.3M
28	ABN AMRO INVESTMENT SOLUTIONS	Shares	15.9KSH	$1.2M
29	New England Research & Management, Inc.	Shares	15.2KSH	$1.2M
30	Sivia Capital Partners, LLC	Shares	15.1KSH	$1.2M
31	Y-Intercept (Hong Kong) Ltd	Shares	15.0KSH	$1.2M
32	Piscataqua Savings Bank	Shares	14.2KSH	$1.1M
33	Composition Wealth, LLC	Shares	13.7KSH	$1.1M
34	Palisade Asset Management, LLC	Shares	13.2KSH	$1.0M
35	NOVEM GROUP	Shares	12.1KSH	$930.3K
36	MIZUHO SECURITIES USA LLC	Shares	9.9KSH	$861.8K
37	Barnes Dennig Private Wealth Management LLC	Shares	10.7KSH	$819.6K
38	ROWLANDMILLER & PARTNERS.ADV	Shares	10.6KSH	$812.4K
39	United Asset Strategies, Inc.	Shares	10.0KSH	$767.4K
40	Marshall Financial Group, LLC	Shares	9.3KSH	$713.5K
41	Cornerstone Wealth Management, LLC	Shares	8.9KSH	$685.4K
42	Louisiana State Employees Retirement System	Shares	8.3KSH	$636.3K
43	Blackhawk Capital Partners, LLC	Shares	8.2KSH	$630.8K
44	AMERICAN NATIONAL BANK & TRUST	Shares	8.0KSH	$614.6K
45	Merit Financial Group, LLC	Shares	7.8KSH	$601.4K
46	Crossmark Global Holdings, Inc.	Shares	7.4KSH	$565.1K
47	ASR Vermogensbeheer N.V.	Shares	7.3KSH	$556.9K
48	Somerset Trust Co	Shares	7.1KSH	$543.5K
49	MOODY NATIONAL BANK TRUST DIVISION	Shares	7.1KSH	$542.1K
50	Sequoia Financial Advisors, LLC	Shares	6.9KSH	$527.0K

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Manager changes2026-06-30 vs 2026-03-31

50 / 206 loaded

#		Instrument
1	Perpetual Ltd added	Shares	+89.2K	+$5.3M	$18.3M
2	HENNESSY ADVISORS INC new	Shares	+30.0K	+$2.3M	$2.3M
3	D.A. DAVIDSON & CO. added	Shares	+30.2K	+$2.1M	$3.9M
4	New England Research & Management, Inc. new	Shares	+15.2K	+$1.2M	$1.2M
5	Sivia Capital Partners, LLC new	Shares	+15.1K	+$1.2M	$1.2M
6	Abundance Wealth Counselors added	Shares	+14.6K	+$1.0M	$2.0M
7	NOVEM GROUP new	Shares	+12.1K	+$930.3K	$930.3K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+16.6K	+$835.1K	$4.6M
9	Marshall Financial Group, LLC new	Shares	+9.3K	+$713.5K	$713.5K
10	Blackhawk Capital Partners, LLC new	Shares	+8.2K	+$630.8K	$630.8K
11	Fideuram Asset Management (Ireland) dac new	Shares	+5.9K	+$430.8K	$430.8K
12	Curated Wealth Partners LLC new	Shares	+95.1K	+$234.3K	$234.3K
13	Plan A Wealth LLC new	Shares	+3.1K	+$234.0K	$234.0K
14	Vermillion Wealth Management, Inc. added	Shares	+1.9K	+$147.5K	$151.1K
15	LBP AM SA added	Shares	+12.0K	+$137.6K	$6.7M
16	Harbour Capital Advisors, LLC added	Shares	+2.1K	+$131.1K	$336.8K
17	Merit Financial Group, LLC added	Shares	+2.1K	+$105.0K	$601.4K
18	LRI Investments, LLC added	Shares	+809	+$53.9K	$121.4K
19	Mirae Asset Global Investments Co., Ltd. added	Shares	+7.3K	+$52.3K	$4.3M
20	Hilltop National Bank new	Shares	+607	+$46.5K	$46.5K
21	Turning Point Benefit Group, Inc. added	Shares	+1.2K	+$46.3K	$473.6K
22	Shakespeare Wealth Management, LLC added	Shares	+1.1K	+$36.8K	$433.3K
23	SJS Investment Consulting Inc. added	Shares	+323	+$24.3K	$28.0K
24	True Wealth Design, LLC added	Shares	+305	+$23.0K	$26.1K
25	Global X Japan Co., Ltd. added	Shares	+948	+$14.0K	$502.7K
26	Crewe Advisors LLC new	Shares	+149	+$11.4K	$11.4K
27	Aspect Partners, LLC added	Shares	+101	+$7.7K	$8.0K
28	Central Pacific Bank - Trust Division new	Shares	+83	+$6.4K	$6.4K
29	Wealth Enhancement Trust Services, Inc. new	Shares	+76	+$5.8K	$5.8K
30	CoreCap Advisors, LLC added	Shares	+90	+$4.2K	$26.4K
31	WEBSTER BANK, N. A. new	Shares	+36	+$2.8K	$2.8K
32	IFP Advisors, Inc added	Shares	+121	+$1.8K	$64.2K
33	Creative Capital Management Investments LLC new	Shares	+15	+$1.1K	$1.1K
34	Cape Investment Advisory, Inc. new	Shares	+13	+$997	$997
35	Mosley Wealth Management new	Shares	+10	+$767	$767
36	WEST PACES ADVISORS INC. new	Shares	+10	+$767	$767
37	LifeSteps Financial, Inc. new	Shares	+7	+$537	$537
38	Hughes Financial Services, LLC added	Shares	+3	+$220	$307
39	TFC Financial Management, Inc. added	Shares	+4	+$170	$1.3K
40	CX Institutional added	Shares	+1.9K	+$108	$396
41	Activest Wealth Management new	Shares	+1	+$77	$77
42	Darwin Wealth Management, LLC new	Shares	0	+$68	$68
43	Capital Advisors, Ltd. LLC exited	Shares	-5	$0	$0
44	INTACT INVESTMENT MANAGEMENT INC. new	Shares	0	$0	$0
45	MIZUHO SECURITIES USA LLC unchanged	Shares	0	$0	$861.8K
46	Farmers & Merchants Trust Co of Chambersburg PA unchanged	Shares	0	-$1	$3
47	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$10	$77
48	TSFG, LLC unchanged	Shares	0	-$31	$226
49	Fortis Group Advisors, LLC unchanged	Shares	0	-$53	$383
50	Physician Wealth Advisors, Inc. added	Shares	+1	-$70	$1.1K

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