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 |
|---|---|---|---|---|---|
| Shakespeare Wealth Management, Inc. | 4,708 | $411.9K | 0.11% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,724 | $413.3K | 0.00% | −925−16.4% | Reduced |
| Counterpoint Mutual Funds LLC | 4,726 | $413.4K | 0.06% | +4,726 | New |
| V-Square Quantitative Management LLC | 4,791 | $419.1K | 0.06% | +544+12.8% | Added |
| Versor Investments LP | 4,862 | $425.3K | 0.07% | +4,862 | New |
| High Note Wealth, LLC | 4,900 | $428.7K | 0.11% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 4,960 | $433.9K | 0.02% | −1,264−20.3% | Reduced |
| Globeflex Capital L P | 5,000 | $437.4K | 0.04% | −1,932−27.9% | Reduced |
| Davis R M Inc | 5,005 | $437.8K | 0.01% | −35−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 5,005 | $437.8K | 0.00% | +55+1.1% | Added |
| OneAscent Investment Solutions LLC | 5,101 | $446.0K | 0.53% | +5,101 | New |
| Main Street Financial Solutions, LLC | 5,109 | $447.0K | 0.04% | −39−0.8% | Reduced |
| Twin Tree Management, LP | 5,161 | $451.5K | 0.01% | +5,161 | New |
| Stephens Inc | 5,244 | $458.7K | 0.01% | −117−2.2% | Reduced |
| Cullen Capital Management LLC | 5,285 | $462.3K | 0.01% | −1,166−18.1% | Reduced |
| Annex Advisory Services, LLC | 5,340 | $467.2K | 0.01% | −29−0.5% | Reduced |
| Golden State Equity Partners | 5,382 | $470.8K | 0.09% | −1,019−15.9% | Reduced |
| MQS Management LLC | 5,395 | $472.0K | 0.27% | +5,395 | New |
| Quadrature Capital Ltd | 5,493 | $480.6K | 0.01% | +5,493 | New |
| Gen-Wealth Partners Inc | 5,497 | $480.9K | 0.20% | −111−2.0% | Reduced |
| Strategic Blueprint, LLC | 5,521 | $483.0K | 0.03% | +123+2.3% | Added |
| Illinois Municipal Retirement Fund | 5,540 | $484.6K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 5,638 | $493.2K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,857 | $512.4K | 0.00% | +974+19.9% | Added |
| Global X Japan Co., Ltd. | 5,878 | $514.2K | 0.06% | +644+12.3% | Added |
| Omers Administration Corp | 5,910 | $517.0K | 0.00% | −976−14.2% | Reduced |
| State of Wyoming | 5,927 | $518.5K | 0.07% | +1,102+22.8% | Added |
| RBF Capital, LLC | 6,000 | $524.9K | 0.03% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 6,100 | $533.6K | 0.61% | +6,100 | New |
| Davy Global Fund Management Ltd | 6,158 | $538.7K | 0.06% | −1,044−14.5% | Reduced |
| Quarry LP | 6,178 | $540.5K | 0.14% | +1,029+20.0% | Added |
| Harbour Investments, Inc. | 6,431 | $562.6K | 0.02% | −54−0.8% | Reduced |
| Quadrant Capital Group LLC | 6,547 | $572.7K | 0.02% | +4,935+306.1% | Added |
| Tokio Marine Asset Management Co Ltd | 6,577 | $575.4K | 0.02% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 6,640 | $580.9K | 0.07% | −865−11.5% | Reduced |
| Independent Advisor Alliance | 6,644 | $581.2K | 0.02% | −984−12.9% | Reduced |
| Commerce Bank | 6,673 | $583.8K | 0.00% | −602−8.3% | Reduced |
| Sherbrooke Park Advisers LLC | 6,705 | $586.6K | 0.27% | +275+4.3% | Added |
| Creative Financial Designs Inc | 6,733 | $589.0K | 0.05% | +987+17.2% | Added |
| Financial & Tax Architects, LLC | 6,742 | $589.8K | 0.15% | +653+10.7% | Added |
| Gibbs Wealth Management | 6,859 | $600.0K | 0.14% | +1,446+26.7% | Added |
| Private Advisor Group, LLC | 6,894 | $603.0K | 0.00% | −40−0.6% | Reduced |
| Greenwich Wealth Management LLC | 7,121 | $623.0K | 0.05% | −39−0.5% | Reduced |
| Abundance Wealth Counselors | 7,149 | $625.0K | 0.13% | +7,149 | New |
| MML Investors Services, LLC | 7,172 | $627.0K | 0.00% | +207+3.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,297 | $633.7K | 0.01% | +1,283+21.3% | Added |
| NEOS Investment Management LLC | 7,327 | $641.0K | 0.01% | +1,253+20.6% | Added |
| Frank, Rimerman Advisors LLC | 7,337 | $641.8K | 0.05% | +330+4.7% | Added |
| Colony Group, LLC | 7,377 | $645.4K | 0.00% | −1,982−21.2% | Reduced |
| Revisor Wealth Management LLC | 7,416 | $648.7K | 0.29% | +3,658+97.3% | Added |
| Teza Capital Management LLC | 7,547 | $660.2K | 0.30% | −85,551−91.9% | Reduced |
| Umb Bank N A | 7,549 | $660.4K | 0.01% | −3,033−28.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 7,508 | $661.0K | 0.00% | +49+0.7% | Added |
| Prime Capital Investment Advisors, LLC | 7,656 | $669.7K | 0.01% | +562+7.9% | Added |
| SRN Advisors, LLC | 7,670 | $671.0K | 0.75% | −206−2.6% | Reduced |
| Maryland State Retirement & Pension System | 7,716 | $675.0K | 0.02% | −1,098−12.5% | Reduced |
| New Mexico Educational Retirement Board | 7,714 | $675.0K | 0.02% | −200−2.5% | Reduced |
| Somerset Trust Co | 7,718 | $675.2K | 0.24% | +245+3.3% | Added |
| Sigma Planning Corp | 7,774 | $680.1K | 0.02% | +722+10.2% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 7,900 | $691.1K | 0.06% | +7,900 | New |
| Sound Financial Strategies Group, LLC | 8,096 | $708.2K | 0.63% | −1,626−16.7% | Reduced |
| Merit Financial Group, LLC | 8,145 | $712.5K | 0.01% | +752+10.2% | Added |
| Contravisory Investment Management, Inc. | 8,173 | $715.0K | 0.15% | +593+7.8% | Added |
| Sanctuary Advisors, LLC | 8,332 | $728.9K | 0.01% | −3,762−31.1% | Reduced |
| Perbak Capital Partners LLP | 8,389 | $733.9K | 0.54% | +8,389 | New |
| National Asset Management, Inc. | 8,413 | $736.0K | 0.02% | −797−8.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,441 | $738.4K | 0.03% | −70−0.8% | Reduced |
| Cornercap Investment Counsel Inc | 8,452 | $739.4K | 0.39% | −96−1.1% | Reduced |
| Cornerstone Wealth Management, LLC | 8,517 | $745.1K | 0.05% | −234−2.7% | Reduced |
| Securian Asset Management, Inc | 8,580 | $750.6K | 0.02% | −300−3.4% | Reduced |
| Integrated Wealth Concepts LLC | 8,616 | $753.7K | 0.01% | −1,169−11.9% | Reduced |
| New England Research & Management, Inc. | 8,750 | $765.0K | 0.39% | −500−5.4% | Reduced |
| Norinchukin Bank, The | 8,780 | $768.1K | 0.01% | +1,180+15.5% | Added |
| American Century Companies Inc | 8,837 | $773.1K | 0.00% | +703+8.6% | Added |
| Pinnacle Associates Ltd | 8,867 | $775.7K | 0.01% | −47−0.5% | Reduced |
| Louisiana State Employees Retirement System | 8,900 | $778.6K | 0.02% | 00.0% | Unchanged |
| Addison Capital Co | 8,914 | $779.8K | 0.31% | −62−0.7% | Reduced |
| Bailard, Inc. | 9,065 | $793.0K | 0.02% | +673+8.0% | Added |
| Sterling Capital Management LLC | 9,178 | $802.9K | 0.01% | −607−6.2% | Reduced |
| QRG Capital Management, Inc. | 9,221 | $806.7K | 0.01% | −329−3.4% | Reduced |
| American National Bank | 9,316 | $815.0K | 0.09% | −1,160−11.1% | Reduced |
| RIA Advisory Group LLC | 9,464 | $827.9K | 0.27% | +9,464 | New |
| Gulf International Bank (UK) Ltd | 9,470 | $828.0K | 0.03% | −3,435−26.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,462 | $828.0K | 0.00% | −1,476−13.5% | Reduced |
| United Asset Strategies, Inc. | 9,840 | $860.8K | 0.08% | −124−1.2% | Reduced |
| Hartford Investment Management Co | 10,050 | $879.2K | 0.03% | −269−2.6% | Reduced |
| Moody National Bank Trust Division | 10,151 | $888.0K | 0.09% | +326+3.3% | Added |
| SlateStone Wealth, LLC | 10,285 | $900.0K | 0.09% | −125−1.2% | Reduced |
| Jacobs & Co | 10,500 | $918.0K | 0.10% | −159−1.5% | Reduced |
| Impact Investors, Inc | 10,533 | $921.4K | 0.72% | −282−2.6% | Reduced |
| Concentric Capital Strategies, LP | 10,575 | $925.1K | 0.09% | −73,570−87.4% | Reduced |
| Mercer Global Advisors Inc | 10,596 | $927.0K | 0.00% | −756−6.7% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 10,692 | $935.3K | 0.51% | −1,309−10.9% | Reduced |
| Fox Run Management, L.L.C. | 10,871 | $951.0K | 0.15% | +10,871 | New |
| Moors & Cabot, Inc. | 10,895 | $953.1K | 0.05% | +20+0.2% | Added |
| Holocene Advisors, LP | 10,953 | $958.2K | 0.00% | −72,197−86.8% | Reduced |
| Intech Investment Management LLC | 11,109 | $971.8K | 0.01% | −20,173−64.5% | Reduced |
| Manchester Capital Management LLC | 11,130 | $973.7K | 0.12% | −2,060−15.6% | Reduced |
| Cinctive Capital Management LP | 11,154 | $975.8K | 0.08% | +11,154 | New |
| Meyer Handelman Co | 11,220 | $981.5K | 0.03% | −1,200−9.7% | Reduced |