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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 1,957 | $200.9K | 0.01% | +1,957 | New |
| RIA Advisory Group LLC | 1,973 | $202.5K | 0.06% | −7,491−79.2% | Reduced |
| Sowell Financial Services LLC | 2,004 | $205.7K | 0.01% | +2,004 | New |
| Equitable Holdings, Inc. | 2,044 | $209.8K | 0.00% | +2,044 | New |
| R Squared Ltd | 2,064 | $211.9K | 0.12% | −1,996−49.2% | Reduced |
| Meeder Advisory Services, Inc. | 2,079 | $213.4K | 0.01% | −577−21.7% | Reduced |
| Empowered Funds, LLC | 2,086 | $214.1K | 0.00% | +2,086 | New |
| Syon Capital LLC | 2,108 | $216.4K | 0.01% | +2,108 | New |
| Childress Capital Advisors, LLC | 2,111 | $216.7K | 0.05% | +2,111 | New |
| CWA Asset Management Group, LLC | 2,117 | $217.3K | 0.01% | −751−26.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,122 | $217.8K | 0.00% | +2,122 | New |
| Ritholtz Wealth Management | 2,127 | $218.4K | 0.00% | −904−29.8% | Reduced |
| Profund Advisors LLC | 2,151 | $220.8K | 0.01% | +2,151 | New |
| Ingalls & Snyder LLC | 2,150 | $221.0K | 0.01% | +2,150 | New |
| Sivia Capital Partners, LLC | 2,164 | $222.2K | 0.08% | +2,164 | New |
| Freestone Capital Holdings, LLC | 2,173 | $223.1K | 0.01% | +2,173 | New |
| Ballentine Partners, LLC | 2,191 | $224.9K | 0.00% | −443−16.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,195 | $225.3K | 0.02% | +2,195 | New |
| Fielder Capital Group LLC | 2,196 | $225.5K | 0.06% | +2,196 | New |
| Harvest Investment Services, LLC | 2,210 | $226.9K | 0.05% | +2,210 | New |
| Stevens Capital Management LP | 2,214 | $227.0K | 0.06% | +2,214 | New |
| Groupe la Francaise | 2,221 | $227.0K | 0.00% | +36+1.6% | Added |
| Silvercrest Asset Management Group LLC | 2,227 | $228.6K | 0.00% | +2,227 | New |
| Claret Asset Management Corp | 2,246 | $231.0K | 0.03% | −263−10.5% | Reduced |
| Advisory Services Network, LLC | 2,261 | $231.1K | 0.00% | +2,261 | New |
| Siemens Fonds Invest GmbH | 2,293 | $235.4K | 0.01% | +382+20.0% | Added |
| Ci Investments Inc. | 2,321 | $238.0K | 0.00% | +192+9.0% | Added |
| Snowden Capital Advisors LLC | 2,337 | $239.9K | 0.01% | +2,337 | New |
| LMR Partners LLP | 2,339 | $240.1K | 0.00% | −2,009−46.2% | Reduced |
| Affiance Financial, LLC | 2,351 | $241.4K | 0.05% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,365 | $243.0K | 0.04% | +10.0% | Added |
| Bradley Foster & Sargent Inc | 2,375 | $243.8K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,382 | $244.5K | 0.01% | −733−23.5% | Reduced |
| CWM Advisors, LLC | 2,393 | $245.7K | 0.03% | +2,393 | New |
| Philadelphia Trust Co | 2,399 | $246.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 2,398 | $246.2K | 0.01% | +59+2.5% | Added |
| Assetmark, Inc | 2,399 | $246.3K | 0.00% | +911+61.2% | Added |
| Aptus Capital Advisors, LLC | 2,419 | $248.3K | 0.00% | +106+4.6% | Added |
| Clarius Group, LLC | 2,435 | $250.0K | 0.01% | −143−5.5% | Reduced |
| United Capital Financial Advisers, LLC | 2,464 | $252.9K | 0.00% | −138−5.3% | Reduced |
| Mather Group, LLC. | 2,466 | $253.2K | 0.00% | −80−3.1% | Reduced |
| Bank of New Hampshire | 2,540 | $260.8K | 0.06% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,542 | $261.0K | 0.00% | −103−3.9% | Reduced |
| State of Wyoming | 2,609 | $267.8K | 0.03% | −3,318−56.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,680 | $275.1K | 0.02% | −229−7.9% | Reduced |
| Bill Few Associates, Inc. | 2,682 | $275.3K | 0.08% | −280−9.5% | Reduced |
| National Asset Management, Inc. | 2,691 | $276.2K | 0.01% | −5,722−68.0% | Reduced |
| Allianz SE | 2,705 | $277.7K | 0.01% | −1,280−32.1% | Reduced |
| HighPoint Advisor Group LLC | 2,712 | $278.4K | 0.01% | −142−5.0% | Reduced |
| CX Institutional | 2,739 | $281.0K | 0.01% | −12−0.4% | Reduced |
| First Affirmative Financial Network | 2,743 | $281.6K | 0.14% | −52−1.9% | Reduced |
| LVW Advisors, LLC | 2,775 | $284.9K | 0.03% | −125−4.3% | Reduced |
| Jones Financial Companies LLLP | 2,760 | $285.9K | 0.00% | +1,051+61.5% | Added |
| Petrus Trust Company, LTA | 2,790 | $286.4K | 0.03% | −1,679−37.6% | Reduced |
| Copperwynd Financial, LLC | 2,796 | $287.0K | 0.07% | +171+6.5% | Added |
| Guardian Wealth Advisors, LLC | 2,797 | $287.2K | 0.17% | −14−0.5% | Reduced |
| OneAscent Wealth Management LLC | 2,813 | $289.0K | 0.11% | +480+20.6% | Added |
| Altshuler Shaham Ltd | 2,828 | $290.3K | 0.01% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,872 | $294.8K | 0.06% | +2,872 | New |
| OneAscent Financial Services LLC | 2,845 | $296.0K | 0.02% | +111+4.1% | Added |
| Harbour Capital Advisors, LLC | 2,821 | $298.6K | 0.06% | −125−4.2% | Reduced |
| MBB Public Markets I LLC | 2,919 | $299.7K | 0.03% | −656−18.3% | Reduced |
| Seed Wealth Management, Inc. | 2,929 | $300.7K | 0.22% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,942 | $302.0K | 0.04% | −77−2.6% | Reduced |
| TSFG, LLC | 2,948 | $303.0K | 0.05% | +7+0.2% | Added |
| Blair William & Co | 3,011 | $309.1K | 0.00% | +471+18.5% | Added |
| Mizuho Markets Americas LLC | 3,054 | $313.5K | 0.01% | −8,977−74.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,064 | $314.5K | 0.00% | +359+13.3% | Added |
| Global Retirement Partners, LLC | 3,078 | $316.0K | 0.01% | +3,078 | New |
| Davenport & Co LLC | 3,134 | $321.7K | 0.00% | +142+4.7% | Added |
| Sagespring Wealth Partners, LLC | 3,143 | $322.6K | 0.01% | +3,143 | New |
| Pflug Koory, LLC | 3,178 | $326.3K | 0.17% | 00.0% | Unchanged |
| Net Worth Advisory Group | 3,213 | $329.9K | 0.07% | +112+3.6% | Added |
| GEN Financial Management, INC. | 3,220 | $330.6K | 0.27% | −7−0.2% | Reduced |
| ORG Partners LLC | 2,328 | $331.0K | 0.07% | −108−4.4% | Reduced |
| Forum Financial Management, LP | 3,226 | $331.2K | 0.01% | +352+12.2% | Added |
| Coldstream Capital Management Inc | 3,255 | $334.2K | 0.01% | −29−0.9% | Reduced |
| Chicago Partners Investment Group LLC | 3,238 | $335.6K | 0.01% | +3,238 | New |
| Norden Group LLC | 3,288 | $337.5K | 0.04% | −89−2.6% | Reduced |
| Buckingham Strategic Partners | 3,337 | $342.6K | 0.00% | +3,337 | New |
| Meridian Investment Counsel Inc. | 3,349 | $343.8K | 0.09% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 3,400 | $349.0K | 0.01% | −9−0.3% | Reduced |
| Berry Wealth Group, LP | 3,411 | $350.2K | 0.25% | +362+11.9% | Added |
| Fifth Third Bancorp | 3,447 | $353.9K | 0.00% | −628−15.4% | Reduced |
| World Equity Group, Inc. | 3,448 | $354.0K | 0.10% | −26−0.7% | Reduced |
| Brighton Jones LLC | 3,458 | $355.0K | 0.01% | +3,458 | New |
| Lombard Odier Asset Management (USA) Corp | 3,535 | $362.9K | 0.09% | +3,535 | New |
| Teza Capital Management LLC | 3,591 | $368.7K | 0.27% | −3,956−52.4% | Reduced |
| Vestcor Inc | 3,602 | $370.0K | 0.01% | −16−0.4% | Reduced |
| PFG Investments, LLC | 3,610 | $370.6K | 0.02% | +28+0.8% | Added |
| Portside Wealth Group, LLC | 3,644 | $374.1K | 0.06% | +102+2.9% | Added |
| MUFG Securities Americas Inc. | 3,646 | $374.3K | 0.03% | +721+24.6% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,700 | $379.8K | 0.01% | +3,700 | New |
| Argyle Capital Management Inc. | 3,766 | $386.6K | 0.14% | 00.0% | Unchanged |
| 111 Capital | 3,785 | $388.6K | 0.07% | −7,796−67.3% | Reduced |
| Edgestream Partners, L.P. | 3,808 | $390.9K | 0.01% | +3,808 | New |
| ELCO Management Co., LLC | 3,892 | $399.6K | 0.21% | +727+23.0% | Added |
| Greenleaf Trust | 3,900 | $400.4K | 0.00% | +60+1.6% | Added |
| Kingsview Wealth Management, LLC | 3,911 | $401.5K | 0.01% | +113+3.0% | Added |
| Phoenix Holdings Ltd. | 3,959 | $406.1K | 0.01% | −83−2.1% | Reduced |