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 |
|---|---|---|---|---|---|
| Stephens Inc | 5,249 | $581.3K | 0.01% | +3+0.1% | Added |
| Golden State Equity Partners | 5,234 | $579.7K | 0.10% | +5,234 | New |
| Y-Intercept (Hong Kong) Ltd | 5,215 | $577.6K | 0.01% | +5,215 | New |
| Umb Bank N A | 5,200 | $576.0K | 0.01% | +22+0.4% | Added |
| Main Street Financial Solutions, LLC | 5,105 | $565.4K | 0.04% | +13+0.3% | Added |
| Norden Group LLC | 5,103 | $565.2K | 0.06% | +1,815+55.2% | Added |
| OneAscent Investment Solutions LLC | 5,079 | $562.5K | 0.60% | −25−0.5% | Reduced |
| Davis R M Inc | 5,005 | $554.3K | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 4,977 | $551.3K | 0.00% | +324+7.0% | Added |
| Annex Advisory Services, LLC | 4,947 | $548.0K | 0.01% | −393−7.4% | Reduced |
| Meeder Advisory Services, Inc. | 4,914 | $544.3K | 0.03% | +2,835+136.4% | Added |
| High Note Wealth, LLC | 4,900 | $542.7K | 0.11% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,888 | $541.4K | 0.03% | +920+23.2% | Added |
| Catalytic Wealth RIA, LLC | 4,848 | $537.0K | 0.02% | +4,848 | New |
| Gen-Wealth Partners Inc | 4,834 | $535.4K | 0.18% | −602−11.1% | Reduced |
| CenterBook Partners LP | 4,821 | $534.0K | 0.03% | −6,272−56.5% | Reduced |
| Steadtrust LLC | 4,733 | $524.2K | 0.35% | +23+0.5% | Added |
| Meiji Yasuda Life Insurance Co | 4,714 | $522.1K | 0.02% | +4,714 | New |
| Axq Capital, LP | 4,675 | $517.8K | 0.20% | +4,675 | New |
| Shakespeare Wealth Management, Inc. | 4,560 | $505.1K | 0.11% | −148−3.1% | Reduced |
| Wahed Invest LLC | 4,474 | $495.5K | 0.07% | +27+0.6% | Added |
| Commerce Bank | 4,436 | $491.3K | 0.00% | +10+0.2% | Added |
| Marble Harbor Investment Counsel, LLC | 4,430 | $490.7K | 0.05% | 00.0% | Unchanged |
| Blair William & Co | 4,427 | $490.3K | 0.00% | +1,416+47.0% | Added |
| MUFG Securities Americas Inc. | 4,421 | $489.7K | 0.03% | +775+21.3% | Added |
| Lombard Odier Asset Management (USA) Corp | 4,372 | $484.2K | 0.11% | +837+23.7% | Added |
| Stephenson National Bank & Trust | 4,332 | $479.8K | 0.15% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 4,311 | $477.5K | 0.02% | +120+2.9% | Added |
| Round Rock Advisors, LLC | 4,300 | $476.3K | 0.08% | 00.0% | Unchanged |
| Groupama Asset Managment | 4,292 | $475.4K | 0.01% | −406−8.6% | Reduced |
| Everence Capital Management Inc | 4,250 | $471.0K | 0.03% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 4,248 | $470.7K | 0.01% | +289+7.3% | Added |
| Oxford Financial Group Ltd | 4,222 | $467.6K | 0.03% | +83+2.0% | Added |
| Buckingham Strategic Partners | 4,251 | $467.2K | 0.01% | +914+27.4% | Added |
| Whitcomb & Hess, Inc. | 4,193 | $464.4K | 0.12% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 4,253 | $463.0K | 0.01% | +1,015+31.3% | Added |
| Globeflex Capital L P | 4,089 | $452.9K | 0.07% | −911−18.2% | Reduced |
| Leavell Investment Management, Inc. | 4,088 | $452.8K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,001 | $443.1K | 0.01% | +90+2.3% | Added |
| Corient IA LLC | 4,000 | $443.0K | 0.33% | 00.0% | Unchanged |
| Burney Co | 3,999 | $442.9K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,964 | $439.1K | 0.01% | +3,964 | New |
| Wedmont Private Capital | 3,906 | $432.2K | 0.02% | +101+2.7% | Added |
| Waterloo Capital, L.P. | 3,881 | $429.8K | 0.03% | −483−11.1% | Reduced |
| Portside Wealth Group, LLC | 3,840 | $425.3K | 0.06% | +196+5.4% | Added |
| Smith Shellnut Wilson LLC | 3,833 | $424.5K | 0.16% | −368−8.8% | Reduced |
| Argyle Capital Management Inc. | 3,766 | $417.1K | 0.14% | 00.0% | Unchanged |
| Forum Financial Management, LP | 3,756 | $416.0K | 0.01% | +530+16.4% | Added |
| Alan B. Lancz & Associates, Inc. | 3,742 | $414.5K | 0.37% | −300−7.4% | Reduced |
| Buska Wealth Management, LLC | 3,722 | $412.2K | 0.12% | +3,722 | New |
| Tower Research Capital LLC (TRC) | 3,700 | $409.8K | 0.01% | −1,750−32.1% | Reduced |
| Woodward Diversified Capital, LLC | 3,646 | $403.8K | 0.19% | +3,646 | New |
| PFG Investments, LLC | 3,617 | $400.6K | 0.02% | +7+0.2% | Added |
| Vestcor Inc | 3,602 | $399.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 3,580 | $396.5K | 0.00% | −320−8.2% | Reduced |
| CX Institutional | 3,569 | $395.0K | 0.01% | +830+30.3% | Added |
| Coldstream Capital Management Inc | 3,560 | $394.3K | 0.01% | +305+9.4% | Added |
| Gilbert & Cook, Inc. | 3,531 | $391.1K | 0.05% | +3,531 | New |
| Board of the Pension Protection Fund | 3,500 | $387.7K | 0.38% | +3,500 | New |
| World Equity Group, Inc. | 3,448 | $381.9K | 0.09% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,436 | $380.6K | 0.00% | −11−0.3% | Reduced |
| Diversify Advisory Services, LLC | 3,556 | $379.9K | 0.01% | −2,592−42.2% | Reduced |
| Azimuth Capital Investment Management LLC | 3,400 | $376.6K | 0.01% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,399 | $376.4K | 0.03% | +3,399 | New |
| Meridian Investment Counsel Inc. | 3,349 | $370.9K | 0.09% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 3,313 | $366.9K | 0.03% | −898−21.3% | Reduced |
| GEN Financial Management, INC. | 3,220 | $356.6K | 0.31% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,210 | $355.6K | 0.01% | +132+4.3% | Added |
| Sivia Capital Partners, LLC | 3,186 | $352.9K | 0.10% | +1,022+47.2% | Added |
| Pflug Koory, LLC | 3,178 | $352.0K | 0.17% | 00.0% | Unchanged |
| ORG Partners LLC | 3,162 | $350.4K | 0.06% | +834+35.8% | Added |
| MUFG Securities EMEA plc | 3,138 | $347.6K | 0.01% | +2,651+544.4% | Added |
| Davenport & Co LLC | 3,134 | $347.1K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,084 | $341.6K | 0.02% | +393+14.6% | Added |
| Prelude Capital Management, LLC | 3,083 | $341.5K | 0.03% | +3,083 | New |
| Sagespring Wealth Partners, LLC | 3,079 | $341.0K | 0.01% | −64−2.0% | Reduced |
| ELCO Management Co., LLC | 3,067 | $339.7K | 0.18% | −825−21.2% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 3,011 | $333.4K | 0.05% | +3,011 | New |
| HighPoint Advisor Group LLC | 3,004 | $332.7K | 0.02% | +292+10.8% | Added |
| Fox Run Management, L.L.C. | 3,004 | $332.7K | 0.05% | +3,004 | New |
| OneAscent Wealth Management LLC | 2,995 | $331.7K | 0.11% | +182+6.5% | Added |
| TSFG, LLC | 2,948 | $327.0K | 0.05% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,930 | $324.5K | 0.06% | +819+38.8% | Added |
| Seed Wealth Management, Inc. | 2,929 | $324.4K | 0.22% | 00.0% | Unchanged |
| Assetmark, Inc | 2,910 | $322.3K | 0.00% | +511+21.3% | Added |
| LVW Advisors, LLC | 2,904 | $321.6K | 0.03% | +129+4.6% | Added |
| Arete Wealth Advisors, LLC | 2,897 | $321.0K | 0.02% | +2,897 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,866 | $317.4K | 0.04% | +2,866 | New |
| First Affirmative Financial Network | 2,861 | $316.9K | 0.15% | +118+4.3% | Added |
| Jones Financial Companies LLLP | 2,870 | $315.1K | 0.00% | +110+4.0% | Added |
| Creative Financial Designs Inc | 2,825 | $312.9K | 0.02% | −4,260−60.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,771 | $306.9K | 0.02% | +2,771 | New |
| Mizuho Markets Americas LLC | 2,743 | $303.8K | 0.01% | −311−10.2% | Reduced |
| Empowered Funds, LLC | 2,739 | $303.4K | 0.00% | +653+31.3% | Added |
| Rothschild Investment LLC | 2,723 | $301.6K | 0.02% | +2,618+2,493.3% | Added |
| Investment Research Partners LLC | 2,794 | $300.7K | 0.14% | +2,794 | New |
| NorthCrest Asset Manangement, LLC | 2,699 | $298.6K | 0.01% | +2,699 | New |
| Accurate Wealth Management, LLC | 2,700 | $298.0K | 0.04% | +2,700 | New |
| Bill Few Associates, Inc. | 2,682 | $297.1K | 0.08% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 2,665 | $295.2K | 0.04% | +2,665 | New |