Skip to main content
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, Q1 2025

Institutional positions in PENTAIR plc as of Mar 31, 2025. 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
728
+20 vs. Q4 2024
Shares held
150.1M
+1.97M (+1.3%) vs. Q4 2024
Total value
$13.1B
−$1.80B (−12.1%) vs. Q4 2024
New holders
96
239 more added
Sold out
76
265 more reduced

10 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 728 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 heldQ1 2025: $13.1B
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, Q1 2025

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q4 2024.

Institutions holding PNR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC5$00.00%00.0%Unchanged
Avion Wealth5$00.00%+5New
Kozak & Associates, Inc.0$170.00%0Unchanged
GPS Wealth Strategies Group, LLC1$870.00%+1New
Highline Wealth Partners LLC1$870.00%+1New
Marquette Asset Management, LLC1$880.00%+1New
Comprehensive Financial Planning, Inc.2$1740.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.2$1750.00%00.0%Unchanged
Hollencrest Capital Management2$1750.00%00.0%Unchanged
SOA Wealth Advisors, LLC.2$1830.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$2520.00%−1−25.0%Reduced
Private Wealth Asset Management, LLC3$2620.00%+3New
Bay Harbor Wealth Management, LLC4$3490.00%+4New
West Paces Advisors Inc.4$3500.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC4$3500.00%+4New
HFM Investment Advisors, LLC4$3500.00%+4New
Continuum Advisory, LLC5$4370.00%−13−72.2%Reduced
Fortis Group Advisors, LLC5$4370.00%−4−44.4%Reduced
Horizon Financial Services, LLC5$4370.00%+5New
Bare Financial Services, Inc5$4370.00%+5New
Logan Capital Management Inc6$5250.00%00.0%Unchanged
Parkworth Wealth Management, Inc.6$5250.00%00.0%Unchanged
Greenline Partners, LLC6$5250.00%+6New
Bogart Wealth, LLC6$5250.00%+6New
Rise Advisors, LLC6$5250.00%+6New
ZRC Wealth Management, LLC7$6130.00%00.0%Unchanged
Cornerstone Planning Group LLC7$6140.00%+7New
Sierra Ocean, LLC7$6150.00%00.0%Unchanged
Flagship Wealth Advisors, LLC8$7000.00%00.0%Unchanged
Clark Wealth Partners8$7000.00%+8New
South State Corp.10$8750.00%+10New
Murphy & Mullick Capital Management Corp11$9620.00%00.0%Unchanged
Capital Analysts, LLC15$1.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC10$1.00K0.00%+8+400.0%Added
Oakworth Capital, Inc.13$1.14K0.00%00.0%Unchanged
Rakuten Securities, Inc.13$1.14K0.00%+13New
TFC Financial Management13$1.14K0.00%00.0%Unchanged
Center for Financial Planning, Inc.14$1.23K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC14$1.23K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC14$1.23K0.00%00.0%Unchanged
Main Street Group, LTD14$1.23K0.00%+12+600.0%Added
Financial Management Professionals, Inc.15$1.31K0.00%00.0%Unchanged
Grove Bank & Trust15$1.31K0.00%00.0%Unchanged
Albion Financial Group15$1.31K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC16$1.40K0.00%00.0%Unchanged
Eq Wealth Advisors, LLC16$1.40K0.00%+16New
CVA Family Office, LLC17$1.49K0.00%00.0%Unchanged
First Command Advisory Services, Inc.17$1.49K0.00%+17New
Laurel Wealth Advisors LLC19$1.66K0.00%00.0%Unchanged
NewSquare Capital LLC20$1.75K0.00%+17+566.7%Added
Carolinas Wealth Consulting LLC21$1.84K0.00%00.0%Unchanged
WPG Advisers, LLC22$1.93K0.00%+6+37.5%Added
CGC Financial Services, LLC23$2.01K0.00%00.0%Unchanged
Activest Wealth Management23$2.01K0.00%+22+2,200.0%Added
Rialto Wealth Management, LLC23$2.01K0.00%+23New
Armstrong Advisory Group, Inc22$2.19K0.00%00.0%Unchanged
Addison Advisors LLC27$2.36K0.00%−57−67.9%Reduced
Hexagon Capital Partners LLC29$2.54K0.00%−10−25.6%Reduced
MV Capital Management, Inc.29$2.54K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.29$2.54K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC29$2.54K0.00%−4−12.1%Reduced
Whittier Trust Co30$2.62K0.00%00.0%Unchanged
Rossby Financial, LCC31$2.79K0.00%+31New
Whipplewood Advisors, LLC40$2.89K0.00%+7+21.2%Added
Valley National Advisers Inc40$3.00K0.00%−33−45.2%Reduced
Ogorek Anthony Joseph38$3.00K0.00%+38New
PFS Partners, LLC35$3.03K0.00%00.0%Unchanged
SJS Investment Consulting Inc.35$3.06K0.00%−298−89.5%Reduced
Sunbelt Securities, Inc.35$3.06K0.00%00.0%Unchanged
Financial Perspectives, Inc36$3.15K0.00%00.0%Unchanged
Raffa Wealth Management, LLC38$3.31K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.38$3.32K0.00%+38New
True Wealth Design, LLC38$3.33K0.00%−664−94.6%Reduced
TD Waterhouse Canada Inc.38$3.33K0.00%+38New
Moisand Fitzgerald Tamayo, LLC39$3.41K0.00%00.0%Unchanged
Asset Planning,Inc39$3.41K0.00%00.0%Unchanged
Estabrook Capital Management40$3.50K0.00%00.0%Unchanged
DT Investment Partners, LLC44$3.85K0.00%00.0%Unchanged
Beacon Capital Management, LLC45$3.94K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA44$4.00K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC46$4.02K0.01%+28+155.6%Added
ROSS\JOHNSON & Associates LLC52$4.55K0.08%00.0%Unchanged
Boyd Watterson Asset Management LLC56$4.90K0.00%00.0%Unchanged
AllSquare Wealth Management LLC56$4.90K0.00%00.0%Unchanged
Kiker Wealth Management, LLC59$5.16K0.00%+59New
Sachetta, LLC59$5.16K0.00%00.0%Unchanged
Golden State Wealth Management, LLC61$5.40K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC64$5.60K0.00%00.0%Unchanged
Saudi Central Bank65$5.69K0.03%+65New
Private Wealth Management Group, LLC65$5.69K0.00%00.0%Unchanged
FSA Wealth Management LLC67$5.86K0.00%00.0%Unchanged
MCF Advisors LLC72$6.30K0.00%−14−16.3%Reduced
Olistico Wealth, LLC72$6.30K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC73$6.39K0.01%00.0%Unchanged
Lowe Wealth Advisors, LLC77$6.74K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC80$6.96K0.00%00.0%Unchanged
Smithfield Trust Co84$7.00K0.00%00.0%Unchanged
Richards, Merrill & Peterson, Inc.84$7.35K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd85$7.44K0.01%+51+150.0%Added
Harbor Investment Advisory, LLC91$7.96K0.00%00.0%Unchanged