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 |
|---|---|---|---|---|---|
| Bradley Foster & Sargent Inc | 2,375 | $207.8K | 0.00% | 00.0% | Unchanged |
| Philadelphia Trust Co | 2,399 | $210.0K | 0.02% | 00.0% | Unchanged |
| Claret Asset Management Corp | 2,509 | $219.0K | 0.03% | +2+0.1% | Added |
| Bank of New Hampshire | 2,540 | $222.2K | 0.06% | 00.0% | Unchanged |
| Blair William & Co | 2,540 | $222.2K | 0.00% | −290−10.2% | Reduced |
| Mather Group, LLC. | 2,546 | $222.8K | 0.00% | +285+12.6% | Added |
| Capstone Investment Advisors, LLC | 2,564 | $224.3K | 0.00% | −2,872−52.8% | Reduced |
| EverSource Wealth Advisors, LLC | 2,577 | $225.4K | 0.01% | +121+4.9% | Added |
| Clarius Group, LLC | 2,578 | $225.5K | 0.01% | +27+1.1% | Added |
| Anb Bank | 2,585 | $226.1K | 0.10% | +45+1.8% | Added |
| United Capital Financial Advisers, LLC | 2,602 | $227.6K | 0.00% | +14+0.5% | Added |
| Copperwynd Financial, LLC | 2,625 | $229.7K | 0.06% | −710−21.3% | Reduced |
| Ballentine Partners, LLC | 2,634 | $230.4K | 0.00% | −1,947−42.5% | Reduced |
| Oppenheimer Asset Management Inc. | 2,645 | $231.4K | 0.00% | +2,645 | New |
| Meeder Advisory Services, Inc. | 2,656 | $232.3K | 0.01% | −294−10.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,705 | $236.6K | 0.00% | −924−25.5% | Reduced |
| Bridgewater Associates, LP | 2,707 | $236.8K | 0.00% | +330+13.9% | Added |
| OneAscent Financial Services LLC | 2,734 | $240.0K | 0.02% | −413−13.1% | Reduced |
| Harbour Capital Advisors, LLC | 2,946 | $240.2K | 0.06% | +2,946 | New |
| CX Institutional | 2,751 | $241.0K | 0.01% | +313+12.8% | Added |
| First Affirmative Financial Network | 2,795 | $244.5K | 0.15% | −154−5.2% | Reduced |
| Guardian Wealth Advisors, LLC | 2,811 | $245.9K | 0.16% | −48−1.7% | Reduced |
| Keebeck Alpha, LP | 2,817 | $246.4K | 0.29% | +2,817 | New |
| Altshuler Shaham Ltd | 2,828 | $247.4K | 0.01% | −2,280−44.6% | Reduced |
| PEAK6 LLC | 2,857 | $249.9K | 0.01% | +2,857 | New |
| CWA Asset Management Group, LLC | 2,868 | $250.9K | 0.01% | +236+9.0% | Added |
| Forum Financial Management, LP | 2,874 | $251.4K | 0.00% | +18+0.6% | Added |
| LVW Advisors, LLC | 2,900 | $253.7K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,909 | $254.5K | 0.02% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 2,925 | $255.9K | 0.03% | +486+19.9% | Added |
| Seed Wealth Management, Inc. | 2,929 | $256.2K | 0.21% | 00.0% | Unchanged |
| TSFG, LLC | 2,941 | $257.0K | 0.05% | +8+0.3% | Added |
| HighPoint Advisor Group LLC | 2,854 | $257.7K | 0.01% | −227−7.4% | Reduced |
| Bill Few Associates, Inc. | 2,962 | $259.1K | 0.09% | −70−2.3% | Reduced |
| Davenport & Co LLC | 2,992 | $261.7K | 0.00% | +55+1.9% | Added |
| BSW Wealth Partners | 3,019 | $264.1K | 0.04% | −34−1.1% | Reduced |
| Ritholtz Wealth Management | 3,031 | $265.2K | 0.01% | +937+44.7% | Added |
| Berry Wealth Group, LP | 3,049 | $266.7K | 0.21% | +3,049 | New |
| ERTS Wealth Advisors, LLC | 3,052 | $267.0K | 0.05% | −7−0.2% | Reduced |
| Net Worth Advisory Group | 3,101 | $271.2K | 0.09% | −487−13.6% | Reduced |
| Ostrum Asset Management | 3,115 | $272.5K | 0.01% | −1,152−27.0% | Reduced |
| Two Sigma Securities, LLC | 3,118 | $272.8K | 0.04% | +3,118 | New |
| ELCO Management Co., LLC | 3,165 | $276.9K | 0.15% | 00.0% | Unchanged |
| Pflug Koory, LLC | 3,178 | $278.0K | 0.15% | −25−0.8% | Reduced |
| Baader Bank INC | 3,181 | $278.3K | 0.03% | +893+39.0% | Added |
| GEN Financial Management, INC. | 3,227 | $282.3K | 0.19% | −1,200−27.1% | Reduced |
| Brinker Capital Investments, LLC | 3,267 | $285.8K | 0.00% | −2,870−46.8% | Reduced |
| Orion Portfolio Solutions, LLC | 3,267 | $285.8K | 0.00% | −2,870−46.8% | Reduced |
| Coldstream Capital Management Inc | 3,284 | $287.3K | 0.01% | −278−7.8% | Reduced |
| Meridian Investment Counsel Inc. | 3,349 | $293.0K | 0.09% | 00.0% | Unchanged |
| Norden Group LLC | 3,377 | $295.4K | 0.03% | +812+31.7% | Added |
| United Services Automobile Association | 3,415 | $296.6K | 0.01% | +3,415 | New |
| Azimuth Capital Investment Management LLC | 3,409 | $298.2K | 0.01% | 00.0% | Unchanged |
| World Equity Group, Inc. | 3,474 | $304.2K | 0.09% | −3,476−50.0% | Reduced |
| ORG Partners LLC | 2,436 | $305.6K | 0.08% | −907−27.1% | Reduced |
| Prelude Capital Management, LLC | 3,493 | $305.6K | 0.03% | −147−4.0% | Reduced |
| Wedmont Private Capital | 3,759 | $309.0K | 0.02% | +209+5.9% | Added |
| Portside Wealth Group, LLC | 3,542 | $309.9K | 0.05% | +269+8.2% | Added |
| MBB Public Markets I LLC | 3,575 | $312.7K | 0.04% | +3,575 | New |
| PFG Investments, LLC | 3,582 | $313.4K | 0.02% | −231−6.1% | Reduced |
| HB Wealth Management, LLC | 3,604 | $315.3K | 0.00% | +192+5.6% | Added |
| Vestcor Inc | 3,618 | $317.0K | 0.01% | +1,333+58.3% | Added |
| Wealthfront Advisers LLC | 3,724 | $325.8K | 0.00% | +1,144+44.3% | Added |
| Argyle Capital Management Inc. | 3,766 | $329.4K | 0.12% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,798 | $332.2K | 0.01% | −1,274−25.1% | Reduced |
| Vinva Investment Management Ltd | 3,830 | $332.6K | 0.01% | +3,830 | New |
| Greenleaf Trust | 3,840 | $335.9K | 0.00% | −33−0.9% | Reduced |
| GAMMA Investing LLC | 3,964 | $346.8K | 0.03% | +487+14.0% | Added |
| Leavell Investment Management, Inc. | 3,976 | $347.8K | 0.02% | 00.0% | Unchanged |
| Allianz SE | 3,985 | $348.6K | 0.01% | +3,985 | New |
| Burney Co | 3,999 | $349.8K | 0.01% | 00.0% | Unchanged |
| Corient IA LLC | 4,000 | $349.9K | 0.25% | +4,000 | New |
| Gsa Capital Partners LLP | 3,996 | $350.0K | 0.03% | −1,899−32.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,042 | $353.6K | 0.38% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 4,042 | $355.1K | 0.01% | −618−13.3% | Reduced |
| R Squared Ltd | 4,060 | $355.2K | 0.38% | +3,850+1,833.3% | Added |
| Fifth Third Bancorp | 4,075 | $356.5K | 0.00% | +253+6.6% | Added |
| Savant Capital, LLC | 4,108 | $359.4K | 0.00% | −15,665−79.2% | Reduced |
| Oxford Financial Group Ltd | 4,139 | $362.1K | 0.03% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 4,144 | $362.5K | 0.03% | +61+1.5% | Added |
| Axq Capital, LP | 4,174 | $365.1K | 0.15% | +4,174 | New |
| ORG Wealth Partners, LLC | 4,162 | $366.3K | 0.11% | −3,243−43.8% | Reduced |
| Whitcomb & Hess, Inc. | 4,193 | $366.8K | 0.11% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 4,201 | $367.5K | 0.17% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,250 | $372.0K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4,293 | $375.6K | 0.01% | +359+9.1% | Added |
| Round Rock Advisors, LLC | 4,300 | $376.2K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,322 | $378.1K | 0.01% | −7,293−62.8% | Reduced |
| EP Wealth Advisors, LLC | 4,323 | $378.2K | 0.00% | −118−2.7% | Reduced |
| Wahed Invest LLC | 4,330 | $378.8K | 0.07% | +490+12.8% | Added |
| Stephenson National Bank & Trust | 4,332 | $379.0K | 0.14% | 00.0% | Unchanged |
| LMR Partners LLP | 4,348 | $380.4K | 0.01% | +4,348 | New |
| Marble Harbor Investment Counsel, LLC | 4,430 | $387.5K | 0.04% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,453 | $389.5K | 0.00% | +1,067+31.5% | Added |
| Petrus Trust Company, LTA | 4,469 | $390.9K | 0.04% | +1,657+58.9% | Added |
| XTX Topco Ltd | 4,508 | $394.4K | 0.02% | +4,508 | New |
| Atomi Financial Group, Inc. | 4,559 | $398.8K | 0.02% | +722+18.8% | Added |
| Investment Management Corp of Ontario | 4,653 | $407.0K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 4,654 | $407.1K | 0.01% | +4,654 | New |
| Gitterman Wealth Management, LLC | 4,673 | $408.8K | 0.11% | −51−1.1% | Reduced |