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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Park Square Financial Group, LLC | 72 | $7.97K | 0.03% | −73−50.3% | Reduced |
| MCF Advisors LLC | 72 | $7.97K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 75 | $8.31K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 77 | $8.53K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 79 | $8.75K | 0.00% | +79 | New |
| Prestige Wealth Management Group LLC | 80 | $8.81K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 81 | $8.97K | 0.00% | +46+131.4% | Added |
| SJS Investment Consulting Inc. | 82 | $9.08K | 0.00% | +62+310.0% | Added |
| Harbor Investment Advisory, LLC | 91 | $10.1K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 92 | $10.2K | 0.01% | +92 | New |
| Spire Wealth Management | 97 | $10.7K | 0.00% | −3−3.0% | Reduced |
| Quarry LP | 100 | $11.1K | 0.00% | −114−53.3% | Reduced |
| Princeton Global Asset Management LLC | 101 | $11.2K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 102 | $11.3K | 0.00% | +102 | New |
| Farmers & Merchants Investments Inc | 103 | $11.4K | 0.00% | −113−52.3% | Reduced |
| McIlrath & Eck, LLC | 108 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 119 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 122 | $13.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 128 | $14.2K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 137 | $15.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 143 | $15.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 143 | $15.8K | 0.00% | +143 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 147 | $16.3K | 0.00% | −114−43.7% | Reduced |
| JFS Wealth Advisors, LLC | 148 | $16.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 150 | $16.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 150 | $16.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 157 | $17.0K | 0.01% | −214−57.7% | Reduced |
| TD Waterhouse Canada Inc. | 172 | $19.1K | 0.00% | +161+1,463.6% | Added |
| Field & Main Bank | 175 | $19.4K | 0.01% | −25−12.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 188 | $20.8K | 0.00% | +188 | New |
| Sittner & Nelson, LLC | 196 | $21.7K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $22.2K | 0.01% | −1,350−87.1% | Reduced |
| Concord Wealth Partners | 200 | $22.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 209 | $23.1K | 0.00% | +9+4.5% | Added |
| GHP Investment Advisors, Inc. | 213 | $23.6K | 0.00% | 00.0% | Unchanged |
| Wexford Capital LP | 235 | $26.0K | 0.01% | +235 | New |
| Cornerstone Planning Group LLC | 114 | $26.4K | 0.00% | +99+660.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 240 | $26.5K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 249 | $27.6K | 0.02% | +98+64.9% | Added |
| Parvin Asset Management, LLC | 250 | $27.7K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 270 | $29.9K | 0.00% | +15+5.9% | Added |
| Private Trust Co NA | 274 | $30.3K | 0.00% | −5−1.8% | Reduced |
| Clear Street Markets LLC | 283 | $31.3K | 0.01% | +172+155.0% | Added |
| Fortitude Family Office, LLC | 285 | $31.6K | 0.01% | +3+1.1% | Added |
| TD Private Client Wealth LLC | 294 | $32.6K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 298 | $33.0K | 0.00% | +298 | New |
| Adirondack Trust Co | 300 | $33.2K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 300 | $33.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 300 | $33.2K | 0.00% | +2+0.7% | Added |
| New England Capital Financial Advisors LLC | 323 | $35.8K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 355 | $39.3K | 0.02% | +70+24.6% | Added |
| Root Financial Partners, LLC | 372 | $41.2K | 0.00% | +372 | New |
| NBC Securities, Inc. | 383 | $42.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 400 | $44.3K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 404 | $44.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 405 | $44.9K | 0.00% | +150+58.8% | Added |
| Sentry Investment Management LLC | 404 | $45.0K | 0.03% | −67−14.2% | Reduced |
| Cromwell Holdings LLC | 414 | $45.9K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 437 | $48.0K | 0.01% | +19+4.5% | Added |
| North Capital, Inc. | 436 | $48.3K | 0.04% | +1+0.2% | Added |
| Clearstead Advisors, LLC | 440 | $48.7K | 0.00% | +204+86.4% | Added |
| Onefund, LLC | 456 | $50.5K | 0.03% | +19+4.3% | Added |
| Key Financial Inc | 470 | $51.9K | 0.01% | +7+1.5% | Added |
| REAP Financial Group, LLC | 481 | $53.3K | 0.01% | +481 | New |
| Harvest Fund Management Co., Ltd | 516 | $57.0K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 524 | $58.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 557 | $61.7K | 0.01% | +557 | New |
| Missouri Trust & Investment Co | 660 | $73.1K | 0.02% | +660 | New |
| LRI Investments, LLC | 681 | $75.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 700 | $77.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 713 | $79.0K | 0.02% | +627+729.1% | Added |
| Huntington National Bank | 724 | $80.2K | 0.00% | +143+24.6% | Added |
| Sit Investment Associates Inc | 740 | $82.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 842 | $93.3K | 0.00% | −8−0.9% | Reduced |
| Essential Partners LLC | 875 | $96.9K | 0.03% | +318+57.1% | Added |
| Transamerica Financial Advisors, Inc. | 880 | $97.4K | 0.01% | +137+18.4% | Added |
| New Age Alpha Advisors, LLC | 996 | $103.2K | 0.00% | +52+5.5% | Added |
| Brown Brothers Harriman & Co | 970 | $107.4K | 0.00% | −555−36.4% | Reduced |
| Bryn Mawr Trust Co | 1,000 | $110.8K | 0.00% | −196−16.4% | Reduced |
| Hoese & Co LLP | 1,000 | $110.8K | 0.08% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,005 | $111.3K | 0.05% | +1,005 | New |
| Quaker Wealth Management, LLC | 1,010 | $111.9K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,067 | $118.2K | 0.00% | −60−5.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,080 | $119.6K | 0.24% | −13,610−92.6% | Reduced |
| Walleye Trading LLC | 1,113 | $123.3K | 0.00% | −49−4.2% | Reduced |
| National Bank of Canada | 1,117 | $123.7K | 0.00% | +67+6.4% | Added |
| MAI Capital Management | 1,162 | $128.7K | 0.00% | −42−3.5% | Reduced |
| Signaturefd, LLC | 1,256 | $139.1K | 0.00% | +11+0.9% | Added |
| IFP Advisors, Inc | 1,284 | $142.2K | 0.00% | −372−22.5% | Reduced |
| Old Second National Bank of Aurora | 1,320 | $146.2K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,350 | $149.6K | 0.00% | +86+6.8% | Added |
| USA Financial Portformulas Corp | 1,436 | $159.1K | 0.03% | −326−18.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,494 | $165.5K | 0.01% | −116−7.2% | Reduced |
| Altshuler Shaham Ltd | 1,535 | $170.0K | 0.00% | −1,293−45.7% | Reduced |
| Bayforest Capital Ltd | 1,559 | $172.7K | 0.08% | +1,559 | New |
| Raleigh Capital Management Inc. | 1,680 | $186.1K | 0.07% | +1,680 | New |
| Capula Management Ltd | 1,687 | $186.9K | 0.00% | +1,687 | New |
| Anchor Investment Management, LLC | 1,724 | $190.9K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,764 | $195.3K | 0.00% | +1,024+138.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,772 | $196.2K | 0.00% | +1,452+453.7% | Added |