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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 3,805 | $406.8K | 0.02% | +46+1.2% | Added |
| GAMMA Investing LLC | 3,968 | $407.4K | 0.03% | +4+0.1% | Added |
| HB Wealth Management, LLC | 3,996 | $410.3K | 0.00% | +392+10.9% | Added |
| Burney Co | 3,999 | $410.5K | 0.01% | 00.0% | Unchanged |
| Corient IA LLC | 4,000 | $410.6K | 0.24% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 4,042 | $415.0K | 0.42% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 4,053 | $416.1K | 0.01% | −600−12.9% | Reduced |
| Leavell Investment Management, Inc. | 4,088 | $419.7K | 0.02% | +112+2.8% | Added |
| Financial Advocates Investment Management | 4,105 | $421.4K | 0.03% | +4,105 | New |
| Oxford Financial Group Ltd | 4,139 | $424.9K | 0.03% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 4,191 | $430.2K | 0.02% | −769−15.5% | Reduced |
| Whitcomb & Hess, Inc. | 4,193 | $430.4K | 0.12% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 4,201 | $431.3K | 0.19% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 4,211 | $432.3K | 0.03% | +67+1.6% | Added |
| Everence Capital Management Inc | 4,250 | $436.0K | 0.03% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 4,300 | $441.4K | 0.08% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 4,332 | $444.7K | 0.14% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 4,356 | $447.2K | 0.04% | −35,608−89.1% | Reduced |
| Waterloo Capital, L.P. | 4,364 | $448.0K | 0.04% | +4,364 | New |
| GWM Advisors LLC | 4,386 | $450.3K | 0.00% | −338−7.2% | Reduced |
| Commerce Bank | 4,426 | $454.4K | 0.00% | −2,247−33.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,430 | $454.8K | 0.05% | 00.0% | Unchanged |
| Wahed Invest LLC | 4,447 | $456.5K | 0.07% | +117+2.7% | Added |
| Benjamin Edwards Inc | 4,478 | $459.7K | 0.01% | +185+4.3% | Added |
| Wealthfront Advisers LLC | 4,653 | $477.7K | 0.00% | +929+24.9% | Added |
| Shakespeare Wealth Management, Inc. | 4,708 | $483.3K | 0.13% | 00.0% | Unchanged |
| Steadtrust LLC | 4,710 | $483.5K | 0.38% | +4,710 | New |
| Avantax Advisory Services, Inc. | 4,724 | $485.0K | 0.00% | −281−5.6% | Reduced |
| Groupama Asset Managment | 4,698 | $486.6K | 0.01% | −14,789−75.9% | Reduced |
| EverSource Wealth Advisors, LLC | 4,807 | $493.5K | 0.02% | +2,230+86.5% | Added |
| Versor Investments LP | 4,858 | $498.7K | 0.09% | −4−0.1% | Reduced |
| High Note Wealth, LLC | 4,900 | $503.0K | 0.12% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 4,918 | $504.9K | 0.17% | +4,918 | New |
| Globeflex Capital L P | 5,000 | $513.3K | 0.04% | 00.0% | Unchanged |
| Atom Investors LP | 5,001 | $513.4K | 0.05% | −6,384−56.1% | Reduced |
| Davis R M Inc | 5,005 | $513.8K | 0.01% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 5,038 | $517.3K | 0.12% | +365+7.8% | Added |
| Main Street Financial Solutions, LLC | 5,092 | $522.8K | 0.04% | −17−0.3% | Reduced |
| V-Square Quantitative Management LLC | 5,093 | $522.8K | 0.07% | +302+6.3% | Added |
| OneAscent Investment Solutions LLC | 5,104 | $524.0K | 0.56% | +3+0.1% | Added |
| Umb Bank N A | 5,178 | $531.6K | 0.01% | −2,371−31.4% | Reduced |
| Savant Capital, LLC | 5,233 | $537.2K | 0.00% | +1,125+27.4% | Added |
| Stephens Inc | 5,246 | $538.6K | 0.01% | +20.0% | Added |
| Sherbrooke Park Advisers LLC | 5,278 | $541.8K | 0.24% | −1,427−21.3% | Reduced |
| SG Americas Securities, LLC | 5,287 | $543.0K | 0.00% | −27,169−83.7% | Reduced |
| Kestra Private Wealth Services, LLC | 5,296 | $543.7K | 0.01% | +5,296 | New |
| Castleark Management LLC | 5,300 | $544.1K | 0.02% | +5,300 | New |
| Annex Advisory Services, LLC | 5,340 | $548.2K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 5,436 | $558.1K | 0.22% | −61−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 5,450 | $559.5K | 0.02% | +1,128+26.1% | Added |
| Atomi Financial Group, Inc. | 5,461 | $560.7K | 0.02% | +902+19.8% | Added |
| EP Wealth Advisors, LLC | 5,559 | $570.7K | 0.00% | +1,236+28.6% | Added |
| First Manhattan Co | 5,660 | $581.1K | 0.00% | +22+0.4% | Added |
| Lifeworks Advisors, LLC | 5,710 | $586.2K | 0.09% | −24,377−81.0% | Reduced |
| Strategic Blueprint, LLC | 5,744 | $589.7K | 0.03% | +223+4.0% | Added |
| Brinker Capital Investments, LLC | 5,747 | $590.0K | 0.01% | +2,480+75.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 5,875 | $603.1K | 0.11% | +5,875 | New |
| Omers Administration Corp | 5,910 | $606.7K | 0.00% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,973 | $613.2K | 0.01% | +688+13.0% | Added |
| RBF Capital, LLC | 6,000 | $616.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,044 | $620.5K | 0.00% | +187+3.2% | Added |
| Harbour Investments, Inc. | 6,306 | $647.4K | 0.02% | −125−1.9% | Reduced |
| Turning Point Benefit Group, Inc. | 6,577 | $652.3K | 0.50% | +6,577 | New |
| Diversify Advisory Services, LLC | 6,148 | $652.5K | 0.02% | +6,148 | New |
| Quadrant Capital Group LLC | 6,507 | $668.0K | 0.02% | −40−0.6% | Reduced |
| Principal Securities, Inc. | 6,515 | $668.9K | 0.01% | −9,572−59.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 6,563 | $673.8K | 0.00% | +4,593+233.1% | Added |
| Frank, Rimerman Advisors LLC | 6,710 | $688.8K | 0.05% | −627−8.5% | Reduced |
| Global X Japan Co., Ltd. | 6,726 | $690.5K | 0.07% | +848+14.4% | Added |
| Revisor Wealth Management LLC | 6,497 | $695.8K | 0.25% | −919−12.4% | Reduced |
| ORG Wealth Partners, LLC | 6,686 | $702.0K | 0.17% | +2,524+60.6% | Added |
| Perbak Capital Partners LLP | 6,946 | $713.1K | 0.16% | −1,443−17.2% | Reduced |
| Independent Advisor Alliance | 6,992 | $717.8K | 0.02% | +348+5.2% | Added |
| Squarepoint Ops LLC | 7,066 | $725.4K | 0.00% | −147,021−95.4% | Reduced |
| Creative Financial Designs Inc | 7,085 | $727.3K | 0.05% | +352+5.2% | Added |
| Inspire Advisors, LLC | 7,214 | $740.6K | 0.08% | +574+8.6% | Added |
| Greenwich Wealth Management LLC | 7,223 | $742.0K | 0.04% | +102+1.4% | Added |
| Prime Capital Investment Advisors, LLC | 7,263 | $745.6K | 0.01% | −393−5.1% | Reduced |
| Lecap Asset Management Ltd | 7,367 | $756.3K | 0.27% | −6,510−46.9% | Reduced |
| Abundance Wealth Counselors | 7,374 | $757.0K | 0.14% | +225+3.1% | Added |
| Allspring Global Investments Holdings, LLC | 7,211 | $757.5K | 0.00% | −297−4.0% | Reduced |
| Citadel Advisors LLC | 7,382 | $757.8K | 0.00% | −77,760−91.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,498 | $769.7K | 0.03% | +921+14.0% | Added |
| Somerset Trust Co | 7,533 | $773.3K | 0.25% | −185−2.4% | Reduced |
| Twin Tree Management, LP | 7,610 | $781.2K | 0.02% | +2,449+47.5% | Added |
| Sigma Planning Corp | 7,618 | $782.0K | 0.02% | −156−2.0% | Reduced |
| New Mexico Educational Retirement Board | 7,714 | $792.0K | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 7,716 | $792.1K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,850 | $805.8K | 0.03% | −591−7.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 7,900 | $811.0K | 0.07% | 00.0% | Unchanged |
| SRN Advisors, LLC | 7,966 | $817.8K | 0.75% | +296+3.9% | Added |
| Gibbs Wealth Management | 7,984 | $819.7K | 0.16% | +1,125+16.4% | Added |
| New England Research & Management, Inc. | 8,050 | $826.0K | 0.39% | −700−8.0% | Reduced |
| Contravisory Investment Management, Inc. | 8,132 | $834.8K | 0.16% | −41−0.5% | Reduced |
| Gulf International Bank (UK) Ltd | 8,200 | $841.0K | 0.03% | −1,270−13.4% | Reduced |
| Cornercap Investment Counsel Inc | 8,259 | $847.9K | 0.44% | −193−2.3% | Reduced |
| Addison Capital Co | 8,316 | $853.7K | 0.30% | −598−6.7% | Reduced |
| Davy Global Fund Management Ltd | 8,345 | $856.7K | 0.08% | +2,187+35.5% | Added |
| Sound Financial Strategies Group, LLC | 8,357 | $857.9K | 0.73% | +261+3.2% | Added |
| American National Bank | 8,427 | $865.1K | 0.09% | −889−9.5% | Reduced |