Skip to main content
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, Q2 2025

Institutional positions in PENTAIR plc as of Jun 30, 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
742
+21 vs. Q1 2025
Shares held
148.7M
−1.32M (−0.9%) vs. Q1 2025
Total value
$15.3B
+$2.17B (+16.6%) vs. Q1 2025
New holders
93
260 more added
Sold out
72
258 more reduced

7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 742 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 heldQ2 2025: $15.3B
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, Q2 2025

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q1 2025.

Institutions holding PNR in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Kozak & Associates, Inc.0$220.00%0Unchanged
Highline Wealth Partners LLC1$1030.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.2$2050.00%00.0%Unchanged
Hollencrest Capital Management2$2050.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.2$2050.00%00.0%Unchanged
LGT Financial Advisors LLC2$2050.00%+2New
Bartlett & Co. Wealth Management LLC2$2050.00%+2New
GPS Wealth Strategies Group, LLC2$2060.00%+1+100.0%Added
SOA Wealth Advisors, LLC.2$2160.00%00.0%Unchanged
Private Wealth Asset Management, LLC3$3080.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.3$3080.00%+3New
Aspect Partners, LLC4$4110.00%−148−97.4%Reduced
Horizon Financial Services, LLC5$5130.00%00.0%Unchanged
Fortis Group Advisors, LLC5$5130.00%00.0%Unchanged
Tortoise Investment Management, LLC5$5130.00%+5New
Stephens Consulting, LLC5$5140.00%+5New
Kilter Group LLC5$5140.00%+5New
Logan Capital Management Inc6$6160.00%00.0%Unchanged
Rise Advisors, LLC6$6160.00%00.0%Unchanged
Principia Wealth Advisory, LLC6$6160.00%+3+100.0%Added
Bay Harbor Wealth Management, LLC7$7180.00%+3+75.0%Added
ZRC Wealth Management, LLC7$7190.00%00.0%Unchanged
St Germain D J Co Inc7$7190.00%+7New
American Capital Advisory, LLC7$7190.00%+7New
Sierra Ocean, LLC7$7210.00%00.0%Unchanged
HM Payson & Co9$9240.00%−260−96.7%Reduced
Parkworth Wealth Management, Inc.9$9240.00%+3+50.0%Added
Capital Advisors, Ltd. LLC5$1.00K0.00%00.0%Unchanged
Avion Wealth12$1.00K0.00%+7+140.0%Added
Rakuten Securities, Inc.10$1.03K0.00%−3−23.1%Reduced
South State Corp.10$1.03K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp11$1.12K0.00%00.0%Unchanged
HFM Investment Advisors, LLC11$1.13K0.00%+7+175.0%Added
Riggs Asset Managment Co. Inc.11$1.13K0.00%+11New
TD Waterhouse Canada Inc.11$1.15K0.00%−27−71.1%Reduced
Dunhill Financial, LLC12$1.30K0.00%+12New
Main Street Group, LTD13$1.33K0.00%−1−7.1%Reduced
Oakworth Capital, Inc.13$1.33K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC13$1.33K0.00%+13New
Glen Eagle Advisors, LLC14$1.44K0.00%00.0%Unchanged
Clark Wealth Partners14$1.44K0.00%+6+75.0%Added
Center for Financial Planning, Inc.14$1.44K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC14$1.44K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC14$1.44K0.00%+14New
TFC Financial Management14$1.44K0.00%+1+7.7%Added
Albion Financial Group15$1.54K0.00%00.0%Unchanged
Financial Management Professionals, Inc.15$1.54K0.00%00.0%Unchanged
Cornerstone Planning Group LLC15$1.56K0.00%+8+114.3%Added
Trifecta Capital Advisors, LLC16$1.64K0.00%00.0%Unchanged
Eq Wealth Advisors, LLC16$1.64K0.00%00.0%Unchanged
First Command Advisory Services, Inc.17$1.75K0.00%00.0%Unchanged
CVA Family Office, LLC17$1.75K0.00%00.0%Unchanged
Smithfield Trust Co23$2.00K0.00%−61−72.6%Reduced
Capital Analysts, LLC15$2.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.20$2.05K0.00%−15−42.9%Reduced
MTM Investment Management, LLC21$2.16K0.00%+21New
WPG Advisers, LLC22$2.26K0.00%00.0%Unchanged
CGC Financial Services, LLC23$2.36K0.00%00.0%Unchanged
NewSquare Capital LLC23$2.36K0.00%+3+15.0%Added
Grove Bank & Trust23$2.36K0.00%+8+53.3%Added
Mount Yale Investment Advisors, LLC25$2.57K0.00%+25New
Koesten, Hirschmann & Crabtree, INC.26$2.65K0.00%+26New
MV Capital Management, Inc.26$2.67K0.00%−3−10.3%Reduced
Atlantic Trust, LLC26$2.67K0.00%+26New
Mowery & Schoenfeld Wealth Management, LLC29$2.98K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.29$2.98K0.00%00.0%Unchanged
Ogorek Anthony Joseph38$3.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC26$3.00K0.00%+16+160.0%Added
Whittier Trust Co30$3.08K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC30$3.08K0.06%−22−42.3%Reduced
Rialto Wealth Management, LLC33$3.39K0.00%+10+43.5%Added
Ameritas Advisory Services, LLC33$3.39K0.00%+33New
Activest Wealth Management34$3.49K0.00%+11+47.8%Added
Sunbelt Securities, Inc.35$3.52K0.00%00.0%Unchanged
PFS Partners, LLC35$3.56K0.00%00.0%Unchanged
Meeder Asset Management Inc35$3.59K0.00%−66−65.3%Reduced
Howard Hughes Medical Institute35$3.59K0.00%+35New
Financial Perspectives, Inc36$3.70K0.00%00.0%Unchanged
Raffa Wealth Management, LLC38$3.89K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.38$3.90K0.00%00.0%Unchanged
Rossby Financial, LCC38$3.90K0.00%+7+22.6%Added
Valley National Advisers Inc41$4.00K0.00%+1+2.5%Added
Hantz Financial Services, Inc.38$4.00K0.00%+38New
Moisand Fitzgerald Tamayo, LLC39$4.00K0.00%00.0%Unchanged
Asset Planning,Inc39$4.00K0.00%00.0%Unchanged
Whipplewood Advisors, LLC39$4.00K0.00%−1−2.5%Reduced
Estabrook Capital Management40$4.11K0.00%00.0%Unchanged
DT Investment Partners, LLC44$4.52K0.00%00.0%Unchanged
Beacon Capital Management, LLC45$4.62K0.00%00.0%Unchanged
Solstein Capital, LLC46$4.72K0.00%+46New
Financial Network Wealth Advisors LLC46$4.73K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.47$4.83K0.00%+47New
Farmers & Merchants Trust Co of Chambersburg PA44$5.00K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC56$5.75K0.00%00.0%Unchanged
AllSquare Wealth Management LLC56$5.75K0.00%00.0%Unchanged
Kiker Wealth Management, LLC59$6.06K0.00%00.0%Unchanged
Golden State Wealth Management, LLC61$6.35K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC64$6.57K0.00%00.0%Unchanged
Private Wealth Management Group, LLC65$6.67K0.00%00.0%Unchanged
FSA Wealth Management LLC67$6.88K0.00%00.0%Unchanged