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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 93 | $8.14K | 0.00% | +93 | New |
| Rothschild Investment LLC | 96 | $8.40K | 0.00% | +17+21.5% | Added |
| Meeder Asset Management Inc | 101 | $8.84K | 0.00% | +101 | New |
| Farmers & Merchants Investments Inc | 103 | $9.01K | 0.00% | −28−21.4% | Reduced |
| Colonial Trust Co | 104 | $9.10K | 0.00% | −240−69.8% | Reduced |
| McIlrath & Eck, LLC | 108 | $9.45K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 113 | $9.88K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 119 | $10.4K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 122 | $10.7K | 0.01% | −443−78.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 137 | $12.0K | 0.00% | +137 | New |
| Washington Trust Co | 140 | $12.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 145 | $12.7K | 0.00% | +145 | New |
| JFS Wealth Advisors, LLC | 149 | $13.0K | 0.00% | +1+0.7% | Added |
| Richardson Financial Services Inc. | 150 | $13.1K | 0.01% | −766−83.6% | Reduced |
| HHM Wealth Advisors, LLC | 150 | $13.1K | 0.00% | −2−1.3% | Reduced |
| Sandy Spring Bank | 150 | $13.1K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 152 | $13.3K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 152 | $13.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 154 | $13.5K | 0.00% | +7+4.8% | Added |
| Stonebridge Financial Group, LLC | 155 | $13.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 162 | $14.0K | 0.01% | −82−33.6% | Reduced |
| Park Place Capital Corp | 168 | $14.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 168 | $14.7K | 0.00% | +63+60.0% | Added |
| Capital A Wealth Management, LLC | 193 | $16.9K | 0.02% | −17−8.1% | Reduced |
| Sittner & Nelson, LLC | 196 | $17.1K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 198 | $17.3K | 0.01% | +9+4.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 198 | $17.3K | 0.01% | +33+20.0% | Added |
| Cary Street Partner Investment Advisory LLC | 199 | $17.4K | 0.01% | +106+114.0% | Added |
| Trust Co of Vermont | 200 | $17.5K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $17.5K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 211 | $18.5K | 0.00% | +211 | New |
| GHP Investment Advisors, Inc. | 213 | $18.6K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 239 | $20.9K | 0.01% | +215+895.8% | Added |
| Geneos Wealth Management Inc. | 240 | $21.0K | 0.00% | +27+12.7% | Added |
| Parvin Asset Management, LLC | 250 | $21.9K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 255 | $22.3K | 0.00% | +255 | New |
| Fortitude Family Office, LLC | 264 | $23.1K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 269 | $23.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 273 | $23.9K | 0.00% | +58+27.0% | Added |
| Parkside Financial Bank & Trust | 285 | $24.9K | 0.00% | +7+2.5% | Added |
| Adirondack Trust Co | 300 | $26.2K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 300 | $26.2K | 0.00% | −207−40.8% | Reduced |
| TD Private Client Wealth LLC | 302 | $26.4K | 0.00% | −25−7.6% | Reduced |
| Field & Main Bank | 320 | $28.0K | 0.01% | −10−3.0% | Reduced |
| Opal Wealth Advisors, LLC | 320 | $28.0K | 0.01% | +320 | New |
| Aster Capital Management (DIFC) Ltd | 299 | $28.2K | 0.01% | +299 | New |
| New England Capital Financial Advisors LLC | 323 | $28.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 326 | $28.5K | 0.00% | +1+0.3% | Added |
| Hemington Wealth Management | 365 | $31.0K | 0.00% | +37+11.3% | Added |
| NBC Securities, Inc. | 383 | $33.0K | 0.00% | +383 | New |
| Allworth Financial LP | 367 | $33.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 382 | $33.4K | 0.00% | +42+12.4% | Added |
| Cromwell Holdings LLC | 402 | $35.2K | 0.02% | +10+2.6% | Added |
| AdvisorNet Financial, Inc | 407 | $35.6K | 0.00% | +2+0.5% | Added |
| Sentry Investment Management LLC | 471 | $37.0K | 0.03% | −141−23.0% | Reduced |
| North Capital, Inc. | 435 | $38.1K | 0.04% | +435 | New |
| Quent Capital, LLC | 441 | $38.6K | 0.00% | +29+7.0% | Added |
| Key Financial Inc | 463 | $40.5K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 500 | $43.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 507 | $44.4K | 0.01% | +285+128.4% | Added |
| Harvest Fund Management Co., Ltd | 516 | $45.0K | 0.00% | −9,375−94.8% | Reduced |
| Medallion Wealth Advisors, LLC | 524 | $45.8K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 616 | $53.9K | 0.00% | +218+54.8% | Added |
| Transamerica Financial Advisors, Inc. | 658 | $58.0K | 0.01% | −717−52.1% | Reduced |
| Farther Finance Advisors, LLC | 666 | $58.6K | 0.00% | −528−44.2% | Reduced |
| LRI Investments, LLC | 681 | $59.6K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 700 | $61.2K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 740 | $65.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 744 | $65.1K | 0.00% | −9−1.2% | Reduced |
| Massmutual Trust Co FSB | 766 | $67.0K | 0.00% | +50+7.0% | Added |
| Skopos Labs, Inc. | 847 | $74.1K | 0.02% | +109+14.8% | Added |
| Smartleaf Asset Management LLC | 901 | $78.2K | 0.01% | +92+11.4% | Added |
| Lindbrook Capital, LLC | 903 | $79.0K | 0.01% | +576+176.1% | Added |
| New Age Alpha Advisors, LLC | 941 | $82.3K | 0.00% | +300+46.8% | Added |
| Parallel Advisors, LLC | 978 | $85.6K | 0.00% | −3−0.3% | Reduced |
| Boston Private Wealth LLC | 1,014 | $88.7K | 0.00% | +1,014 | New |
| Signaturefd, LLC | 1,117 | $97.7K | 0.00% | −39−3.4% | Reduced |
| MAI Capital Management | 1,120 | $98.0K | 0.00% | −79−6.6% | Reduced |
| Bryn Mawr Trust Co | 1,186 | $103.8K | 0.00% | −14−1.2% | Reduced |
| Brown Brothers Harriman & Co | 1,225 | $107.2K | 0.00% | −185−13.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,337 | $116.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,473 | $129.0K | 0.00% | +1,133+333.2% | Added |
| Assetmark, Inc | 1,488 | $130.2K | 0.00% | −749−33.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,610 | $140.8K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,620 | $141.7K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,709 | $148.5K | 0.00% | +624+57.5% | Added |
| Anchor Investment Management, LLC | 1,774 | $155.2K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,911 | $167.2K | 0.01% | +1,911 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,970 | $172.3K | 0.00% | +1,970 | New |
| Larson Financial Group LLC | 2,016 | $176.4K | 0.01% | +207+11.4% | Added |
| Headlands Technologies LLC | 2,017 | $176.4K | 0.02% | −4,416−68.6% | Reduced |
| USA Financial Portformulas Corp | 2,053 | $179.6K | 0.03% | −1,108−35.1% | Reduced |
| Ci Investments Inc. | 2,129 | $186.0K | 0.00% | −1,017−32.3% | Reduced |
| Groupe la Francaise | 2,185 | $195.1K | 0.00% | +2,185 | New |
| Aptus Capital Advisors, LLC | 2,313 | $202.3K | 0.00% | −40−1.7% | Reduced |
| OneAscent Wealth Management LLC | 2,333 | $204.0K | 0.09% | +13+0.6% | Added |
| Cary Street Partners Financial LLC | 2,339 | $204.6K | 0.01% | −422−15.3% | Reduced |
| Affiance Financial, LLC | 2,351 | $205.7K | 0.05% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,364 | $206.0K | 0.03% | +10.0% | Added |
| Horizon Investments, LLC | 2,372 | $206.9K | 0.01% | +109+4.8% | Added |