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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 5,233 | $537.2K | 0.00% | +1,125+27.4% | Added |
| Umb Bank N A | 5,178 | $531.6K | 0.01% | −2,371−31.4% | Reduced |
| OneAscent Investment Solutions LLC | 5,104 | $524.0K | 0.56% | +3+0.1% | Added |
| V-Square Quantitative Management LLC | 5,093 | $522.8K | 0.07% | +302+6.3% | Added |
| Main Street Financial Solutions, LLC | 5,092 | $522.8K | 0.04% | −17−0.3% | Reduced |
| Gitterman Wealth Management, LLC | 5,038 | $517.3K | 0.12% | +365+7.8% | Added |
| Davis R M Inc | 5,005 | $513.8K | 0.01% | 00.0% | Unchanged |
| Atom Investors LP | 5,001 | $513.4K | 0.05% | −6,384−56.1% | Reduced |
| Globeflex Capital L P | 5,000 | $513.3K | 0.04% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 4,918 | $504.9K | 0.17% | +4,918 | New |
| High Note Wealth, LLC | 4,900 | $503.0K | 0.12% | 00.0% | Unchanged |
| Versor Investments LP | 4,858 | $498.7K | 0.09% | −4−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 4,807 | $493.5K | 0.02% | +2,230+86.5% | Added |
| Groupama Asset Managment | 4,698 | $486.6K | 0.01% | −14,789−75.9% | Reduced |
| Avantax Advisory Services, Inc. | 4,724 | $485.0K | 0.00% | −281−5.6% | Reduced |
| Steadtrust LLC | 4,710 | $483.5K | 0.38% | +4,710 | New |
| Shakespeare Wealth Management, Inc. | 4,708 | $483.3K | 0.13% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 4,653 | $477.7K | 0.00% | +929+24.9% | Added |
| Benjamin Edwards Inc | 4,478 | $459.7K | 0.01% | +185+4.3% | Added |
| Wahed Invest LLC | 4,447 | $456.5K | 0.07% | +117+2.7% | Added |
| Marble Harbor Investment Counsel, LLC | 4,430 | $454.8K | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 4,426 | $454.4K | 0.00% | −2,247−33.7% | Reduced |
| GWM Advisors LLC | 4,386 | $450.3K | 0.00% | −338−7.2% | Reduced |
| Waterloo Capital, L.P. | 4,364 | $448.0K | 0.04% | +4,364 | New |
| TownSquare Capital, LLC | 4,356 | $447.2K | 0.04% | −35,608−89.1% | Reduced |
| Stephenson National Bank & Trust | 4,332 | $444.7K | 0.14% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 4,300 | $441.4K | 0.08% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,250 | $436.0K | 0.03% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 4,211 | $432.3K | 0.03% | +67+1.6% | Added |
| Smith Shellnut Wilson LLC | 4,201 | $431.3K | 0.19% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 4,193 | $430.4K | 0.12% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 4,191 | $430.2K | 0.02% | −769−15.5% | Reduced |
| Oxford Financial Group Ltd | 4,139 | $424.9K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 4,105 | $421.4K | 0.03% | +4,105 | New |
| Leavell Investment Management, Inc. | 4,088 | $419.7K | 0.02% | +112+2.8% | Added |
| Investment Management Corp of Ontario | 4,053 | $416.1K | 0.01% | −600−12.9% | Reduced |
| Alan B. Lancz & Associates, Inc. | 4,042 | $415.0K | 0.42% | 00.0% | Unchanged |
| Corient IA LLC | 4,000 | $410.6K | 0.24% | 00.0% | Unchanged |
| Burney Co | 3,999 | $410.5K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,996 | $410.3K | 0.00% | +392+10.9% | Added |
| GAMMA Investing LLC | 3,968 | $407.4K | 0.03% | +4+0.1% | Added |
| Wedmont Private Capital | 3,805 | $406.8K | 0.02% | +46+1.2% | Added |
| Phoenix Holdings Ltd. | 3,959 | $406.1K | 0.01% | −83−2.1% | Reduced |
| Kingsview Wealth Management, LLC | 3,911 | $401.5K | 0.01% | +113+3.0% | Added |
| Greenleaf Trust | 3,900 | $400.4K | 0.00% | +60+1.6% | Added |
| ELCO Management Co., LLC | 3,892 | $399.6K | 0.21% | +727+23.0% | Added |
| Edgestream Partners, L.P. | 3,808 | $390.9K | 0.01% | +3,808 | New |
| 111 Capital | 3,785 | $388.6K | 0.07% | −7,796−67.3% | Reduced |
| Argyle Capital Management Inc. | 3,766 | $386.6K | 0.14% | 00.0% | Unchanged |
| 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 |
| MUFG Securities Americas Inc. | 3,646 | $374.3K | 0.03% | +721+24.6% | Added |
| Portside Wealth Group, LLC | 3,644 | $374.1K | 0.06% | +102+2.9% | Added |
| PFG Investments, LLC | 3,610 | $370.6K | 0.02% | +28+0.8% | Added |
| Vestcor Inc | 3,602 | $370.0K | 0.01% | −16−0.4% | Reduced |
| Teza Capital Management LLC | 3,591 | $368.7K | 0.27% | −3,956−52.4% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 3,535 | $362.9K | 0.09% | +3,535 | New |
| Brighton Jones LLC | 3,458 | $355.0K | 0.01% | +3,458 | New |
| World Equity Group, Inc. | 3,448 | $354.0K | 0.10% | −26−0.7% | Reduced |
| Fifth Third Bancorp | 3,447 | $353.9K | 0.00% | −628−15.4% | Reduced |
| Berry Wealth Group, LP | 3,411 | $350.2K | 0.25% | +362+11.9% | Added |
| Azimuth Capital Investment Management LLC | 3,400 | $349.0K | 0.01% | −9−0.3% | Reduced |
| Meridian Investment Counsel Inc. | 3,349 | $343.8K | 0.09% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,337 | $342.6K | 0.00% | +3,337 | New |
| Norden Group LLC | 3,288 | $337.5K | 0.04% | −89−2.6% | Reduced |
| Chicago Partners Investment Group LLC | 3,238 | $335.6K | 0.01% | +3,238 | New |
| Coldstream Capital Management Inc | 3,255 | $334.2K | 0.01% | −29−0.9% | Reduced |
| Forum Financial Management, LP | 3,226 | $331.2K | 0.01% | +352+12.2% | Added |
| ORG Partners LLC | 2,328 | $331.0K | 0.07% | −108−4.4% | Reduced |
| GEN Financial Management, INC. | 3,220 | $330.6K | 0.27% | −7−0.2% | Reduced |
| Net Worth Advisory Group | 3,213 | $329.9K | 0.07% | +112+3.6% | Added |
| Pflug Koory, LLC | 3,178 | $326.3K | 0.17% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 3,143 | $322.6K | 0.01% | +3,143 | New |
| Davenport & Co LLC | 3,134 | $321.7K | 0.00% | +142+4.7% | Added |
| Global Retirement Partners, LLC | 3,078 | $316.0K | 0.01% | +3,078 | New |
| Kovitz Investment Group Partners, LLC | 3,064 | $314.5K | 0.00% | +359+13.3% | Added |
| Mizuho Markets Americas LLC | 3,054 | $313.5K | 0.01% | −8,977−74.6% | Reduced |
| Blair William & Co | 3,011 | $309.1K | 0.00% | +471+18.5% | Added |
| TSFG, LLC | 2,948 | $303.0K | 0.05% | +7+0.2% | Added |
| BSW Wealth Partners | 2,942 | $302.0K | 0.04% | −77−2.6% | Reduced |
| Seed Wealth Management, Inc. | 2,929 | $300.7K | 0.22% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,919 | $299.7K | 0.03% | −656−18.3% | Reduced |
| Harbour Capital Advisors, LLC | 2,821 | $298.6K | 0.06% | −125−4.2% | Reduced |
| OneAscent Financial Services LLC | 2,845 | $296.0K | 0.02% | +111+4.1% | Added |
| Integrated Investment Consultants, LLC | 2,872 | $294.8K | 0.06% | +2,872 | New |
| Altshuler Shaham Ltd | 2,828 | $290.3K | 0.01% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 2,813 | $289.0K | 0.11% | +480+20.6% | Added |
| Guardian Wealth Advisors, LLC | 2,797 | $287.2K | 0.17% | −14−0.5% | Reduced |
| Copperwynd Financial, LLC | 2,796 | $287.0K | 0.07% | +171+6.5% | Added |
| Petrus Trust Company, LTA | 2,790 | $286.4K | 0.03% | −1,679−37.6% | Reduced |
| Jones Financial Companies LLLP | 2,760 | $285.9K | 0.00% | +1,051+61.5% | Added |
| LVW Advisors, LLC | 2,775 | $284.9K | 0.03% | −125−4.3% | Reduced |
| First Affirmative Financial Network | 2,743 | $281.6K | 0.14% | −52−1.9% | Reduced |
| CX Institutional | 2,739 | $281.0K | 0.01% | −12−0.4% | Reduced |
| HighPoint Advisor Group LLC | 2,712 | $278.4K | 0.01% | −142−5.0% | Reduced |
| Allianz SE | 2,705 | $277.7K | 0.01% | −1,280−32.1% | Reduced |
| National Asset Management, Inc. | 2,691 | $276.2K | 0.01% | −5,722−68.0% | Reduced |
| Bill Few Associates, Inc. | 2,682 | $275.3K | 0.08% | −280−9.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,680 | $275.1K | 0.02% | −229−7.9% | Reduced |
| State of Wyoming | 2,609 | $267.8K | 0.03% | −3,318−56.0% | Reduced |
| Oppenheimer Asset Management Inc. | 2,542 | $261.0K | 0.00% | −103−3.9% | Reduced |