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 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 2,900 | $253.7K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,874 | $251.4K | 0.00% | +18+0.6% | Added |
| CWA Asset Management Group, LLC | 2,868 | $250.9K | 0.01% | +236+9.0% | Added |
| PEAK6 LLC | 2,857 | $249.9K | 0.01% | +2,857 | New |
| Altshuler Shaham Ltd | 2,828 | $247.4K | 0.01% | −2,280−44.6% | Reduced |
| Keebeck Alpha, LP | 2,817 | $246.4K | 0.29% | +2,817 | New |
| Guardian Wealth Advisors, LLC | 2,811 | $245.9K | 0.16% | −48−1.7% | Reduced |
| First Affirmative Financial Network | 2,795 | $244.5K | 0.15% | −154−5.2% | Reduced |
| CX Institutional | 2,751 | $241.0K | 0.01% | +313+12.8% | Added |
| Harbour Capital Advisors, LLC | 2,946 | $240.2K | 0.06% | +2,946 | New |
| OneAscent Financial Services LLC | 2,734 | $240.0K | 0.02% | −413−13.1% | Reduced |
| Bridgewater Associates, LP | 2,707 | $236.8K | 0.00% | +330+13.9% | Added |
| Kovitz Investment Group Partners, LLC | 2,705 | $236.6K | 0.00% | −924−25.5% | Reduced |
| Meeder Advisory Services, Inc. | 2,656 | $232.3K | 0.01% | −294−10.0% | Reduced |
| Oppenheimer Asset Management Inc. | 2,645 | $231.4K | 0.00% | +2,645 | New |
| Ballentine Partners, LLC | 2,634 | $230.4K | 0.00% | −1,947−42.5% | Reduced |
| Copperwynd Financial, LLC | 2,625 | $229.7K | 0.06% | −710−21.3% | Reduced |
| United Capital Financial Advisers, LLC | 2,602 | $227.6K | 0.00% | +14+0.5% | Added |
| Anb Bank | 2,585 | $226.1K | 0.10% | +45+1.8% | Added |
| Clarius Group, LLC | 2,578 | $225.5K | 0.01% | +27+1.1% | Added |
| EverSource Wealth Advisors, LLC | 2,577 | $225.4K | 0.01% | +121+4.9% | Added |
| Capstone Investment Advisors, LLC | 2,564 | $224.3K | 0.00% | −2,872−52.8% | Reduced |
| Mather Group, LLC. | 2,546 | $222.8K | 0.00% | +285+12.6% | Added |
| Blair William & Co | 2,540 | $222.2K | 0.00% | −290−10.2% | Reduced |
| Bank of New Hampshire | 2,540 | $222.2K | 0.06% | 00.0% | Unchanged |
| Claret Asset Management Corp | 2,509 | $219.0K | 0.03% | +2+0.1% | Added |
| Philadelphia Trust Co | 2,399 | $210.0K | 0.02% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 2,375 | $207.8K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,372 | $206.9K | 0.01% | +109+4.8% | Added |
| Hunter Associates Investment Management LLC | 2,364 | $206.0K | 0.03% | +10.0% | Added |
| Affiance Financial, LLC | 2,351 | $205.7K | 0.05% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 2,339 | $204.6K | 0.01% | −422−15.3% | Reduced |
| OneAscent Wealth Management LLC | 2,333 | $204.0K | 0.09% | +13+0.6% | Added |
| Aptus Capital Advisors, LLC | 2,313 | $202.3K | 0.00% | −40−1.7% | Reduced |
| Groupe la Francaise | 2,185 | $195.1K | 0.00% | +2,185 | New |
| Ci Investments Inc. | 2,129 | $186.0K | 0.00% | −1,017−32.3% | Reduced |
| USA Financial Portformulas Corp | 2,053 | $179.6K | 0.03% | −1,108−35.1% | Reduced |
| Headlands Technologies LLC | 2,017 | $176.4K | 0.02% | −4,416−68.6% | Reduced |
| Larson Financial Group LLC | 2,016 | $176.4K | 0.01% | +207+11.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,970 | $172.3K | 0.00% | +1,970 | New |
| Siemens Fonds Invest GmbH | 1,911 | $167.2K | 0.01% | +1,911 | New |
| Anchor Investment Management, LLC | 1,774 | $155.2K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,709 | $148.5K | 0.00% | +624+57.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,620 | $141.7K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,610 | $140.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,488 | $130.2K | 0.00% | −749−33.5% | Reduced |
| IFP Advisors, Inc | 1,473 | $129.0K | 0.00% | +1,133+333.2% | Added |
| Whittier Trust Co of Nevada Inc | 1,337 | $116.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,225 | $107.2K | 0.00% | −185−13.1% | Reduced |
| Bryn Mawr Trust Co | 1,186 | $103.8K | 0.00% | −14−1.2% | Reduced |
| MAI Capital Management | 1,120 | $98.0K | 0.00% | −79−6.6% | Reduced |
| Signaturefd, LLC | 1,117 | $97.7K | 0.00% | −39−3.4% | Reduced |
| Boston Private Wealth LLC | 1,014 | $88.7K | 0.00% | +1,014 | New |
| Parallel Advisors, LLC | 978 | $85.6K | 0.00% | −3−0.3% | Reduced |
| New Age Alpha Advisors, LLC | 941 | $82.3K | 0.00% | +300+46.8% | Added |
| Lindbrook Capital, LLC | 903 | $79.0K | 0.01% | +576+176.1% | Added |
| Smartleaf Asset Management LLC | 901 | $78.2K | 0.01% | +92+11.4% | Added |
| Skopos Labs, Inc. | 847 | $74.1K | 0.02% | +109+14.8% | Added |
| Massmutual Trust Co FSB | 766 | $67.0K | 0.00% | +50+7.0% | Added |
| National Bank of Canada | 744 | $65.1K | 0.00% | −9−1.2% | Reduced |
| Sit Investment Associates Inc | 740 | $65.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 700 | $61.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 681 | $59.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 666 | $58.6K | 0.00% | −528−44.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 658 | $58.0K | 0.01% | −717−52.1% | Reduced |
| Huntington National Bank | 616 | $53.9K | 0.00% | +218+54.8% | Added |
| Medallion Wealth Advisors, LLC | 524 | $45.8K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 516 | $45.0K | 0.00% | −9,375−94.8% | Reduced |
| Versant Capital Management, Inc | 507 | $44.4K | 0.01% | +285+128.4% | Added |
| Investors Research Corp | 500 | $43.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 463 | $40.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 441 | $38.6K | 0.00% | +29+7.0% | Added |
| North Capital, Inc. | 435 | $38.1K | 0.04% | +435 | New |
| Sentry Investment Management LLC | 471 | $37.0K | 0.03% | −141−23.0% | Reduced |
| AdvisorNet Financial, Inc | 407 | $35.6K | 0.00% | +2+0.5% | Added |
| Cromwell Holdings LLC | 402 | $35.2K | 0.02% | +10+2.6% | Added |
| CoreCap Advisors, LLC | 382 | $33.4K | 0.00% | +42+12.4% | Added |
| Allworth Financial LP | 367 | $33.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 383 | $33.0K | 0.00% | +383 | New |
| Hemington Wealth Management | 365 | $31.0K | 0.00% | +37+11.3% | Added |
| Steward Partners Investment Advisory, LLC | 326 | $28.5K | 0.00% | +1+0.3% | Added |
| New England Capital Financial Advisors LLC | 323 | $28.3K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 299 | $28.2K | 0.01% | +299 | New |
| Opal Wealth Advisors, LLC | 320 | $28.0K | 0.01% | +320 | New |
| Field & Main Bank | 320 | $28.0K | 0.01% | −10−3.0% | Reduced |
| TD Private Client Wealth LLC | 302 | $26.4K | 0.00% | −25−7.6% | Reduced |
| Eastern Bank | 300 | $26.2K | 0.00% | −207−40.8% | Reduced |
| Adirondack Trust Co | 300 | $26.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 285 | $24.9K | 0.00% | +7+2.5% | Added |
| Private Trust Co NA | 273 | $23.9K | 0.00% | +58+27.0% | Added |
| HM Payson & Co | 269 | $23.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 264 | $23.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 255 | $22.3K | 0.00% | +255 | New |
| Parvin Asset Management, LLC | 250 | $21.9K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 240 | $21.0K | 0.00% | +27+12.7% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 239 | $20.9K | 0.01% | +215+895.8% | Added |
| GHP Investment Advisors, Inc. | 213 | $18.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 211 | $18.5K | 0.00% | +211 | New |
| Trust Co of Vermont | 200 | $17.5K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $17.5K | 0.00% | 00.0% | Unchanged |