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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
Profund Advisors LLC1,833$203.0K0.01%−318−14.8%Reduced
Flagship Harbor Advisors, LLC1,834$203.2K0.01%+1,834New
Longboard Asset Management, LP1,836$203.4K0.33%+1,836New
Algert Global LLC1,860$206.0K0.00%+1,860New
Valeo Financial Advisors, LLC1,866$206.6K0.00%+1,866New
Bond & Devick Financial Network, Inc.1,872$207.3K0.06%+1,872New
Evergreen Wealth Solutions, LLC1,877$207.9K0.12%+1,877New
Farther Finance Advisors, LLC1,894$209.8K0.00%+893+89.2%Added
Plan A Wealth LLC1,896$210.0K0.11%+1,896New
Marco Investment Management LLC1,900$210.4K0.02%+1,900New
OneAscent Family Office, LLC1,900$210.4K0.17%+1,900New
Fedenia Advisers LLC1,904$210.9K0.08%+1,904New
Advisory Services Network, LLC1,949$215.9K0.00%−312−13.8%Reduced
Checchi Capital Advisers, LLC1,957$216.8K0.01%00.0%Unchanged
waypoint wealth counsel1,978$219.1K0.09%+1,978New
Pinnacle Wealth Management Advisory Group, LLC1,995$221.0K0.02%−200−9.1%Reduced
RSM US Wealth Management LLC1,999$221.4K0.00%+1,999New
Apollon Wealth Management, LLC2,014$223.1K0.00%+2,014New
Transcend Wealth Collective, LLC2,041$226.1K0.02%+2,041New
CWA Asset Management Group, LLC2,054$227.5K0.01%−63−3.0%Reduced
Hutchens & Kramer Investment Management Group, LLC2,062$228.4K0.09%+2,062New
Fukoku Mutual Life Insurance Co2,079$230.3K0.01%−601−22.4%Reduced
Tiaa Trust, National Association2,082$230.6K0.00%+2,082New
Sowell Financial Services LLC2,089$231.3K0.01%+85+4.2%Added
Freestone Capital Holdings, LLC2,115$234.3K0.01%−58−2.7%Reduced
Jackson Thornton Asset Management, LLC2,114$236.3K0.02%+2,114New
Ingalls & Snyder LLC2,150$238.0K0.01%00.0%Unchanged
Modern Wealth Management, LLC2,161$239.4K0.00%+2,161New
Smartleaf Asset Management LLC2,210$242.3K0.01%+351+18.9%Added
Ballentine Partners, LLC2,202$243.9K0.00%+11+0.5%Added
Claret Asset Management Corp2,215$245.0K0.03%−31−1.4%Reduced
Fielder Capital Group LLC2,212$245.0K0.06%+16+0.7%Added
Silvercrest Asset Management Group LLC2,227$246.7K0.00%00.0%Unchanged
Caerus Investment Advisors, LLC2,227$246.7K0.10%+2,227New
Integrated Investment Consultants, LLC2,243$248.4K0.04%−629−21.9%Reduced
Harvest Investment Services, LLC2,251$249.3K0.05%+41+1.9%Added
Siemens Fonds Invest GmbH2,270$251.4K0.01%−23−1.0%Reduced
Full Sail Capital, LLC2,271$251.5K0.01%+2,271New
Snowden Capital Advisors LLC2,272$251.7K0.01%−65−2.8%Reduced
Pensionmark Financial Group, LLC2,282$252.8K0.01%+2,282New
TCG Advisory Services, LLC2,283$252.9K0.01%+2,283New
Baker Avenue Asset Management, LP2,292$253.9K0.01%+2,292New
Mather Group, LLC.2,301$254.9K0.00%−165−6.7%Reduced
Ostrum Asset Management2,310$255.9K0.01%−72−3.0%Reduced
Groupe la Francaise2,333$258.4K0.00%+112+5.0%Added
Affiance Financial, LLC2,351$260.4K0.05%00.0%Unchanged
Cary Street Partners Financial LLC2,355$260.8K0.01%−43−1.8%Reduced
Hunter Associates Investment Management LLC2,365$263.0K0.04%00.0%Unchanged
Bradley Foster & Sargent Inc2,375$263.1K0.00%00.0%Unchanged
Perigon Wealth Management, LLC2,396$265.4K0.01%+2,396New
Aptus Capital Advisors, LLC2,399$265.7K0.00%−20−0.8%Reduced
Philadelphia Trust Co2,399$266.0K0.02%00.0%Unchanged
Oppenheimer Asset Management Inc.2,426$268.7K0.00%−116−4.6%Reduced
CWM Advisors, LLC2,436$269.8K0.03%+43+1.8%Added
Tema ETFs LLC2,439$270.1K0.02%+2,439New
Ci Investments Inc.2,449$271.0K0.00%+128+5.5%Added
Patton Fund Management, Inc.2,447$271.0K0.05%+2,447New
Krilogy Financial LLC2,526$272.7K0.01%+2,526New
Sage Mountain Advisors LLC2,495$276.3K0.02%+2,495New
Bank of New Hampshire2,540$281.3K0.06%00.0%Unchanged
United Capital Financial Advisers, LLC2,542$281.5K0.00%+78+3.2%Added
Evercore Wealth Management, LLC2,579$285.6K0.00%+2,579New
Outlook Wealth Advisors, LLC2,582$286.0K0.07%+2,582New
Harbour Capital Advisors, LLC2,616$289.5K0.06%−205−7.3%Reduced
Equitable Holdings, Inc.2,615$289.6K0.00%+571+27.9%Added
Guardian Wealth Advisors, LLC2,622$290.4K0.16%−175−6.3%Reduced
Versant Capital Management, Inc2,652$293.7K0.04%+916+52.8%Added
Kera Capital Partners, Inc.2,665$295.2K0.04%+2,665New
Bill Few Associates, Inc.2,682$297.1K0.08%00.0%Unchanged
Accurate Wealth Management, LLC2,700$298.0K0.04%+2,700New
NorthCrest Asset Manangement, LLC2,699$298.6K0.01%+2,699New
Investment Research Partners LLC2,794$300.7K0.14%+2,794New
Rothschild Investment LLC2,723$301.6K0.02%+2,618+2,493.3%Added
Empowered Funds, LLC2,739$303.4K0.00%+653+31.3%Added
Mizuho Markets Americas LLC2,743$303.8K0.01%−311−10.2%Reduced
Campbell & CO Investment Adviser LLC2,771$306.9K0.02%+2,771New
Creative Financial Designs Inc2,825$312.9K0.02%−4,260−60.1%Reduced
Jones Financial Companies LLLP2,870$315.1K0.00%+110+4.0%Added
First Affirmative Financial Network2,861$316.9K0.15%+118+4.3%Added
Pinnacle Wealth Planning Services, Inc.2,866$317.4K0.04%+2,866New
Arete Wealth Advisors, LLC2,897$321.0K0.02%+2,897New
LVW Advisors, LLC2,904$321.6K0.03%+129+4.6%Added
Assetmark, Inc2,910$322.3K0.00%+511+21.3%Added
Seed Wealth Management, Inc.2,929$324.4K0.22%00.0%Unchanged
Childress Capital Advisors, LLC2,930$324.5K0.06%+819+38.8%Added
TSFG, LLC2,948$327.0K0.05%00.0%Unchanged
OneAscent Wealth Management LLC2,995$331.7K0.11%+182+6.5%Added
HighPoint Advisor Group LLC3,004$332.7K0.02%+292+10.8%Added
Fox Run Management, L.L.C.3,004$332.7K0.05%+3,004New
McGlone Suttner Wealth Management, Inc.3,011$333.4K0.05%+3,011New
ELCO Management Co., LLC3,067$339.7K0.18%−825−21.2%Reduced
Sagespring Wealth Partners, LLC3,079$341.0K0.01%−64−2.0%Reduced
Prelude Capital Management, LLC3,083$341.5K0.03%+3,083New
National Asset Management, Inc.3,084$341.6K0.02%+393+14.6%Added
Davenport & Co LLC3,134$347.1K0.00%00.0%Unchanged
MUFG Securities EMEA plc3,138$347.6K0.01%+2,651+544.4%Added
ORG Partners LLC3,162$350.4K0.06%+834+35.8%Added
Pflug Koory, LLC3,178$352.0K0.17%00.0%Unchanged
Sivia Capital Partners, LLC3,186$352.9K0.10%+1,022+47.2%Added
Global Retirement Partners, LLC3,210$355.6K0.01%+132+4.3%Added