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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
Cary Street Partner Investment Advisory LLC199$17.4K0.01%+106+114.0%Added
Annis Gardner Whiting Capital Advisors, LLC198$17.3K0.01%+33+20.0%Added
Global Financial Private Client, LLC198$17.3K0.01%+9+4.8%Added
Sittner & Nelson, LLC196$17.1K0.01%00.0%Unchanged
Capital A Wealth Management, LLC193$16.9K0.02%−17−8.1%Reduced
First Horizon Advisors, Inc.168$14.7K0.00%+63+60.0%Added
Park Place Capital Corp168$14.7K0.00%00.0%Unchanged
Covestor Ltd162$14.0K0.01%−82−33.6%Reduced
Stonebridge Financial Group, LLC155$13.6K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.154$13.5K0.00%+7+4.8%Added
Aspect Partners, LLC152$13.3K0.01%00.0%Unchanged
Global Wealth Strategies & Associates152$13.3K0.00%00.0%Unchanged
Richardson Financial Services Inc.150$13.1K0.01%−766−83.6%Reduced
HHM Wealth Advisors, LLC150$13.1K0.00%−2−1.3%Reduced
Sandy Spring Bank150$13.1K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC149$13.0K0.00%+1+0.7%Added
Clearstead Advisors, LLC145$12.7K0.00%+145New
Washington Trust Co140$12.2K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC137$12.0K0.00%+137New
Park Square Financial Group, LLC122$10.7K0.01%−443−78.4%Reduced
Bell Investment Advisors, Inc119$10.4K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC113$9.88K0.00%00.0%Unchanged
McIlrath & Eck, LLC108$9.45K0.00%00.0%Unchanged
Colonial Trust Co104$9.10K0.00%−240−69.8%Reduced
Farmers & Merchants Investments Inc103$9.01K0.00%−28−21.4%Reduced
Meeder Asset Management Inc101$8.84K0.00%+101New
Rothschild Investment LLC96$8.40K0.00%+17+21.5%Added
Newbridge Financial Services Group, Inc.93$8.14K0.00%+93New
Harbor Investment Advisory, LLC91$7.96K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd85$7.44K0.01%+51+150.0%Added
Richards, Merrill & Peterson, Inc.84$7.35K0.00%00.0%Unchanged
Smithfield Trust Co84$7.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC80$6.96K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC77$6.74K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC73$6.39K0.01%00.0%Unchanged
MCF Advisors LLC72$6.30K0.00%−14−16.3%Reduced
Olistico Wealth, LLC72$6.30K0.00%00.0%Unchanged
FSA Wealth Management LLC67$5.86K0.00%00.0%Unchanged
Private Wealth Management Group, LLC65$5.69K0.00%00.0%Unchanged
Saudi Central Bank65$5.69K0.03%+65New
Frazier Financial Advisors, LLC64$5.60K0.00%00.0%Unchanged
Golden State Wealth Management, LLC61$5.40K0.00%00.0%Unchanged
Sachetta, LLC59$5.16K0.00%00.0%Unchanged
Kiker Wealth Management, LLC59$5.16K0.00%+59New
Boyd Watterson Asset Management LLC56$4.90K0.00%00.0%Unchanged
AllSquare Wealth Management LLC56$4.90K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC52$4.55K0.08%00.0%Unchanged
Financial Network Wealth Advisors LLC46$4.02K0.01%+28+155.6%Added
Farmers & Merchants Trust Co of Chambersburg PA44$4.00K0.00%00.0%Unchanged
Beacon Capital Management, LLC45$3.94K0.00%00.0%Unchanged
DT Investment Partners, LLC44$3.85K0.00%00.0%Unchanged
Estabrook Capital Management40$3.50K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC39$3.41K0.00%00.0%Unchanged
Asset Planning,Inc39$3.41K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.38$3.33K0.00%+38New
True Wealth Design, LLC38$3.33K0.00%−664−94.6%Reduced
Brown, Lisle/Cummings, Inc.38$3.32K0.00%+38New
Raffa Wealth Management, LLC38$3.31K0.00%00.0%Unchanged
Financial Perspectives, Inc36$3.15K0.00%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
PFS Partners, LLC35$3.03K0.00%00.0%Unchanged
Valley National Advisers Inc40$3.00K0.00%−33−45.2%Reduced
Ogorek Anthony Joseph38$3.00K0.00%+38New
Whipplewood Advisors, LLC40$2.89K0.00%+7+21.2%Added
Rossby Financial, LCC31$2.79K0.00%+31New
Whittier Trust Co30$2.62K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC29$2.54K0.00%−4−12.1%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
Addison Advisors LLC27$2.36K0.00%−57−67.9%Reduced
Armstrong Advisory Group, Inc22$2.19K0.00%00.0%Unchanged
Rialto Wealth Management, LLC23$2.01K0.00%+23New
CGC Financial Services, LLC23$2.01K0.00%00.0%Unchanged
Activest Wealth Management23$2.01K0.00%+22+2,200.0%Added
WPG Advisers, LLC22$1.93K0.00%+6+37.5%Added
Carolinas Wealth Consulting LLC21$1.84K0.00%00.0%Unchanged
NewSquare Capital LLC20$1.75K0.00%+17+566.7%Added
Laurel Wealth Advisors LLC19$1.66K0.00%00.0%Unchanged
CVA Family Office, LLC17$1.49K0.00%00.0%Unchanged
First Command Advisory Services, Inc.17$1.49K0.00%+17New
Trifecta Capital Advisors, LLC16$1.40K0.00%00.0%Unchanged
Eq Wealth Advisors, LLC16$1.40K0.00%+16New
Albion Financial Group15$1.31K0.00%00.0%Unchanged
Financial Management Professionals, Inc.15$1.31K0.00%00.0%Unchanged
Grove Bank & Trust15$1.31K0.00%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
TFC Financial Management13$1.14K0.00%00.0%Unchanged
Oakworth Capital, Inc.13$1.14K0.00%00.0%Unchanged
Rakuten Securities, Inc.13$1.14K0.00%+13New
Capital Analysts, LLC15$1.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC10$1.00K0.00%+8+400.0%Added
Murphy & Mullick Capital Management Corp11$9620.00%00.0%Unchanged
South State Corp.10$8750.00%+10New
Flagship Wealth Advisors, LLC8$7000.00%00.0%Unchanged
Clark Wealth Partners8$7000.00%+8New