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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, Q3 2025

Institutional positions in PENTAIR plc as of Sep 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
767
+35 vs. Q2 2025
Shares held
152.4M
+4.28M (+2.9%) vs. Q2 2025
Total value
$16.9B
+$1.66B (+10.9%) vs. Q2 2025
New holders
115
276 more added
Sold out
80
229 more reduced

10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 767 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 heldQ3 2025: $16.9B
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, Q3 2025

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q2 2025.

Institutions holding PNR in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Main Street Group, LTD1$1110.00%−12−92.3%Reduced
Aspect Partners, LLC1$1110.00%−3−75.0%Reduced
Highline Wealth Partners LLC1$1110.00%00.0%Unchanged
Davis Capital Management1$1110.00%+1New
New Millennium Group LLC1$1110.00%+1New
GPS Wealth Strategies Group, LLC2$2220.00%00.0%Unchanged
Hollencrest Capital Management2$2220.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC2$2220.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.2$2220.00%00.0%Unchanged
Johnson Financial Group, Inc.2$2220.00%+2New
Cypress Capital Management LLC (WY)2$2220.00%+2New
SOA Wealth Advisors, LLC.2$2330.00%00.0%Unchanged
Private Wealth Asset Management, LLC3$3320.00%00.0%Unchanged
Heartwood Wealth Advisors LLC4$4430.00%+4New
Kilter Group LLC4$4440.00%−1−20.0%Reduced
Seneschal Advisors, LLC4$4440.00%+4New
Hughes Financial Services, LLC5$5430.00%+5New
Fortis Group Advisors, LLC5$5540.00%00.0%Unchanged
Bogart Wealth, LLC5$5540.00%+5New
Logan Capital Management Inc6$6650.00%00.0%Unchanged
Rise Advisors, LLC6$6650.00%00.0%Unchanged
Dogwood Wealth Management LLC6$6650.00%+6New
St Germain D J Co Inc7$7750.00%00.0%Unchanged
Principia Wealth Advisory, LLC8$8860.00%+2+33.3%Added
American Capital Advisory, LLC8$8870.00%+1+14.3%Added
HM Payson & Co9$9970.00%00.0%Unchanged
Capital Advisors, Ltd. LLC5$1.00K0.00%00.0%Unchanged
Avion Wealth12$1.00K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC10$1.11K0.00%+3+42.9%Added
Geneos Wealth Management Inc.10$1.11K0.00%−227−95.8%Reduced
South State Corp.10$1.11K0.00%00.0%Unchanged
Rakuten Securities, Inc.10$1.11K0.00%00.0%Unchanged
Texas Capital Bancshares Inc10$1.11K0.00%+10New
Murphy & Mullick Capital Management Corp11$1.22K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.11$1.22K0.00%+11New
UMA Financial Services, Inc.11$1.22K0.00%+11New
HFM Investment Advisors, LLC12$1.33K0.00%+1+9.1%Added
Tortoise Investment Management, LLC12$1.33K0.00%+7+140.0%Added
Marquette Asset Management, LLC12$1.33K0.00%+12New
Dunhill Financial, LLC13$1.41K0.00%+1+8.3%Added
Oakworth Capital, Inc.13$1.44K0.00%00.0%Unchanged
Clark Wealth Partners14$1.46K0.00%00.0%Unchanged
Center for Financial Planning, Inc.14$1.55K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC14$1.55K0.00%00.0%Unchanged
TFC Financial Management14$1.56K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC15$1.66K0.00%−18−54.5%Reduced
Albion Financial Group15$1.66K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC16$1.77K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC16$1.77K0.00%+3+23.1%Added
Financial Consulate, Inc16$1.77K0.00%+16New
First Command Advisory Services, Inc.17$1.88K0.00%00.0%Unchanged
CVA Family Office, LLC17$1.88K0.00%00.0%Unchanged
ZRC Wealth Management, LLC17$1.88K0.00%+10+142.9%Added
GW&K Investment Management, LLC16$2.00K0.00%−10−38.5%Reduced
Capital Analysts, LLC15$2.00K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc20$2.19K0.00%−109−84.5%Reduced
Glen Eagle Advisors, LLC20$2.21K0.00%+6+42.9%Added
MTM Investment Management, LLC21$2.33K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC21$2.33K0.00%+21New
WPG Advisers, LLC22$2.44K0.00%00.0%Unchanged
Grove Bank & Trust23$2.55K0.00%00.0%Unchanged
CGC Financial Services, LLC23$2.55K0.00%00.0%Unchanged
MV Capital Management, Inc.26$2.88K0.00%00.0%Unchanged
Atlantic Trust, LLC26$2.88K0.00%00.0%Unchanged
Smithfield Trust Co23$3.00K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC29$3.22K0.01%00.0%Unchanged
Vermillion Wealth Management, Inc.29$3.23K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC30$3.32K0.06%00.0%Unchanged
PFS Partners, LLC35$3.85K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC35$3.88K0.00%−21−37.5%Reduced
Howard Hughes Medical Institute35$3.88K0.00%00.0%Unchanged
Rossby Financial, LCC36$3.98K0.00%−2−5.3%Reduced
Financial Perspectives, Inc36$3.99K0.00%00.0%Unchanged
Activest Wealth Management36$3.99K0.00%+2+5.9%Added
Rialto Wealth Management, LLC36$3.99K0.00%+3+9.1%Added
Ogorek Anthony Joseph38$4.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC40$4.00K0.00%+40New
Raffa Wealth Management, LLC38$4.20K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.38$4.21K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC39$4.32K0.00%00.0%Unchanged
Asset Planning,Inc39$4.32K0.00%00.0%Unchanged
Estabrook Capital Management40$4.43K0.00%00.0%Unchanged
Addison Advisors LLC41$4.54K0.00%+41New
DT Investment Partners, LLC44$4.87K0.00%00.0%Unchanged
Strategic Wealth Partners, Ltd.45$4.98K0.00%+42+1,400.0%Added
Farmers & Merchants Trust Co of Chambersburg PA44$5.00K0.00%00.0%Unchanged
Cloud Capital Management, LLC48$5.00K0.00%+48New
Solstein Capital, LLC46$5.09K0.00%00.0%Unchanged
Meeder Asset Management Inc46$5.09K0.00%+11+31.4%Added
Financial Network Wealth Advisors LLC46$5.11K0.01%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.50$5.54K0.00%+50New
First Horizon Corp53$5.87K0.00%+53New
Asset Dedication, LLC54$5.98K0.00%+54New
Wealth Watch Advisors, INC55$6.09K0.00%+55New
AllSquare Wealth Management LLC56$6.20K0.00%00.0%Unchanged
Financial Management Professionals, Inc.57$6.31K0.00%+42+280.0%Added
Golden State Wealth Management, LLC62$6.87K0.00%+1+1.6%Added
Frazier Financial Advisors, LLC64$7.09K0.00%00.0%Unchanged
Private Wealth Management Group, LLC65$7.20K0.00%00.0%Unchanged
FSA Wealth Management LLC67$7.42K0.00%00.0%Unchanged