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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MCF Advisors LLC | 72 | $7.39K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 72 | $7.39K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 75 | $7.70K | 0.00% | +16+27.1% | Added |
| Lowe Wealth Advisors, LLC | 77 | $7.91K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 80 | $8.17K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 86 | $8.83K | 0.00% | +48+126.3% | Added |
| Harbor Investment Advisory, LLC | 91 | $9.34K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 93 | $9.55K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $10.3K | 0.00% | −16,328−99.4% | Reduced |
| Princeton Global Asset Management LLC | 101 | $10.4K | 0.00% | +101 | New |
| Rothschild Investment LLC | 105 | $10.8K | 0.00% | +9+9.4% | Added |
| McIlrath & Eck, LLC | 108 | $11.1K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 111 | $11.4K | 0.00% | +111 | New |
| Bell Investment Advisors, Inc | 119 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 122 | $12.5K | 0.01% | +49+67.1% | Added |
| Colonial Trust Co | 128 | $13.1K | 0.00% | +24+23.1% | Added |
| Armstrong Advisory Group, Inc | 129 | $13.2K | 0.00% | +107+486.4% | Added |
| Cherry Tree Wealth Management, LLC | 137 | $14.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 143 | $14.7K | 0.00% | −11−7.1% | Reduced |
| Park Square Financial Group, LLC | 145 | $14.9K | 0.01% | +23+18.9% | Added |
| JFS Wealth Advisors, LLC | 148 | $15.2K | 0.00% | −1−0.7% | Reduced |
| HHM Wealth Advisors, LLC | 150 | $15.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 150 | $15.4K | 0.00% | +150 | New |
| Park Place Capital Corp | 148 | $15.5K | 0.00% | −20−11.9% | Reduced |
| Richardson Financial Services Inc. | 151 | $15.9K | 0.01% | +1+0.7% | Added |
| Sittner & Nelson, LLC | 196 | $20.1K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 200 | $20.5K | 0.01% | −120−37.5% | Reduced |
| Trust Co of Vermont | 200 | $20.5K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $20.5K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 204 | $21.7K | 0.01% | +204 | New |
| GHP Investment Advisors, Inc. | 213 | $21.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 214 | $22.0K | 0.01% | −5,964−96.5% | Reduced |
| Farmers & Merchants Investments Inc | 216 | $22.2K | 0.00% | +113+109.7% | Added |
| Clearstead Advisors, LLC | 236 | $24.2K | 0.00% | +91+62.8% | Added |
| Geneos Wealth Management Inc. | 237 | $24.3K | 0.00% | −3−1.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 240 | $24.6K | 0.02% | +1+0.4% | Added |
| Headlands Technologies LLC | 245 | $25.2K | 0.00% | −1,772−87.9% | Reduced |
| Parvin Asset Management, LLC | 250 | $25.7K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 255 | $26.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 255 | $26.2K | 0.00% | −127−33.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 261 | $26.8K | 0.01% | +63+31.8% | Added |
| Opal Wealth Advisors, LLC | 270 | $27.7K | 0.01% | −50−15.6% | Reduced |
| Private Trust Co NA | 279 | $28.6K | 0.00% | +6+2.2% | Added |
| Fortitude Family Office, LLC | 282 | $28.9K | 0.01% | +18+6.8% | Added |
| Cary Street Partner Investment Advisory LLC | 285 | $29.3K | 0.01% | +86+43.2% | Added |
| TD Private Client Wealth LLC | 294 | $30.2K | 0.00% | −8−2.6% | Reduced |
| Parkside Financial Bank & Trust | 298 | $30.6K | 0.00% | +13+4.6% | Added |
| Eastern Bank | 300 | $30.8K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 300 | $30.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 320 | $32.8K | 0.00% | −6−1.8% | Reduced |
| New England Capital Financial Advisors LLC | 323 | $33.2K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 345 | $35.5K | 0.00% | +177+105.4% | Added |
| GeoWealth Management, LLC | 350 | $35.9K | 0.00% | +350 | New |
| Covestor Ltd | 371 | $38.0K | 0.02% | +209+129.0% | Added |
| NBC Securities, Inc. | 383 | $39.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 400 | $41.1K | 0.00% | −7−1.7% | Reduced |
| Garde Capital, Inc. | 400 | $41.1K | 0.00% | +400 | New |
| North Star Investment Management Corp. | 404 | $41.5K | 0.00% | +193+91.5% | Added |
| Hemington Wealth Management | 418 | $42.0K | 0.01% | +53+14.5% | Added |
| Cromwell Holdings LLC | 414 | $42.5K | 0.03% | +12+3.0% | Added |
| North Capital, Inc. | 435 | $44.7K | 0.04% | 00.0% | Unchanged |
| Onefund, LLC | 437 | $45.0K | 0.03% | +437 | New |
| Key Financial Inc | 463 | $47.5K | 0.01% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 487 | $50.0K | 0.00% | +487 | New |
| Sentry Investment Management LLC | 471 | $50.0K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 500 | $51.3K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 516 | $53.0K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 524 | $53.8K | 0.02% | 00.0% | Unchanged |
| Essential Partners LLC | 557 | $57.2K | 0.02% | +557 | New |
| Huntington National Bank | 581 | $59.6K | 0.00% | −35−5.7% | Reduced |
| Group One Trading, L.P. | 677 | $69.5K | 0.00% | +677 | New |
| LRI Investments, LLC | 681 | $69.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 700 | $71.9K | 0.00% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 700 | $71.9K | 0.00% | +700 | New |
| Allworth Financial LP | 740 | $75.9K | 0.00% | +373+101.6% | Added |
| Sit Investment Associates Inc | 740 | $76.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 743 | $76.2K | 0.01% | +85+12.9% | Added |
| Massmutual Trust Co FSB | 850 | $87.3K | 0.00% | +84+11.0% | Added |
| Skopos Labs, Inc. | 912 | $93.6K | 0.01% | +65+7.7% | Added |
| New Age Alpha Advisors, LLC | 944 | $96.9K | 0.00% | +3+0.3% | Added |
| Hoese & Co LLP | 1,000 | $102.7K | 0.08% | +1,000 | New |
| Farther Finance Advisors, LLC | 1,001 | $102.8K | 0.00% | +335+50.3% | Added |
| Quaker Wealth Management, LLC | 1,010 | $103.7K | 0.03% | +1,010 | New |
| National Bank of Canada | 1,050 | $107.8K | 0.00% | +306+41.1% | Added |
| Larson Financial Group LLC | 1,127 | $115.7K | 0.00% | −889−44.1% | Reduced |
| Walleye Trading LLC | 1,162 | $119.3K | 0.00% | +1,162 | New |
| Bryn Mawr Trust Co | 1,196 | $122.8K | 0.00% | +10+0.8% | Added |
| MAI Capital Management | 1,204 | $123.6K | 0.00% | +84+7.5% | Added |
| Signaturefd, LLC | 1,245 | $127.8K | 0.00% | +128+11.5% | Added |
| Parallel Advisors, LLC | 1,264 | $129.8K | 0.00% | +286+29.2% | Added |
| Old Second National Bank of Aurora | 1,320 | $135.5K | 0.03% | +1,320 | New |
| Whittier Trust Co of Nevada Inc | 1,337 | $137.3K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,525 | $156.6K | 0.00% | +300+24.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,550 | $159.1K | 0.04% | −70−4.3% | Reduced |
| Ameritas Investment Partners, Inc. | 1,610 | $165.3K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,656 | $170.2K | 0.00% | +183+12.4% | Added |
| Anchor Investment Management, LLC | 1,724 | $177.0K | 0.02% | −50−2.8% | Reduced |
| Versant Capital Management, Inc | 1,736 | $178.2K | 0.03% | +1,229+242.4% | Added |
| USA Financial Portformulas Corp | 1,762 | $180.9K | 0.03% | −291−14.2% | Reduced |
| Smartleaf Asset Management LLC | 1,859 | $192.6K | 0.02% | +958+106.3% | Added |