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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 2,652 | $293.7K | 0.04% | +916+52.8% | Added |
| Guardian Wealth Advisors, LLC | 2,622 | $290.4K | 0.16% | −175−6.3% | Reduced |
| Equitable Holdings, Inc. | 2,615 | $289.6K | 0.00% | +571+27.9% | Added |
| Harbour Capital Advisors, LLC | 2,616 | $289.5K | 0.06% | −205−7.3% | Reduced |
| Outlook Wealth Advisors, LLC | 2,582 | $286.0K | 0.07% | +2,582 | New |
| Evercore Wealth Management, LLC | 2,579 | $285.6K | 0.00% | +2,579 | New |
| United Capital Financial Advisers, LLC | 2,542 | $281.5K | 0.00% | +78+3.2% | Added |
| Bank of New Hampshire | 2,540 | $281.3K | 0.06% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,495 | $276.3K | 0.02% | +2,495 | New |
| Krilogy Financial LLC | 2,526 | $272.7K | 0.01% | +2,526 | New |
| Patton Fund Management, Inc. | 2,447 | $271.0K | 0.05% | +2,447 | New |
| Ci Investments Inc. | 2,449 | $271.0K | 0.00% | +128+5.5% | Added |
| Tema ETFs LLC | 2,439 | $270.1K | 0.02% | +2,439 | New |
| CWM Advisors, LLC | 2,436 | $269.8K | 0.03% | +43+1.8% | Added |
| Oppenheimer Asset Management Inc. | 2,426 | $268.7K | 0.00% | −116−4.6% | Reduced |
| Philadelphia Trust Co | 2,399 | $266.0K | 0.02% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,399 | $265.7K | 0.00% | −20−0.8% | Reduced |
| Perigon Wealth Management, LLC | 2,396 | $265.4K | 0.01% | +2,396 | New |
| Bradley Foster & Sargent Inc | 2,375 | $263.1K | 0.00% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,365 | $263.0K | 0.04% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 2,355 | $260.8K | 0.01% | −43−1.8% | Reduced |
| Affiance Financial, LLC | 2,351 | $260.4K | 0.05% | 00.0% | Unchanged |
| Groupe la Francaise | 2,333 | $258.4K | 0.00% | +112+5.0% | Added |
| Ostrum Asset Management | 2,310 | $255.9K | 0.01% | −72−3.0% | Reduced |
| Mather Group, LLC. | 2,301 | $254.9K | 0.00% | −165−6.7% | Reduced |
| Baker Avenue Asset Management, LP | 2,292 | $253.9K | 0.01% | +2,292 | New |
| TCG Advisory Services, LLC | 2,283 | $252.9K | 0.01% | +2,283 | New |
| Pensionmark Financial Group, LLC | 2,282 | $252.8K | 0.01% | +2,282 | New |
| Snowden Capital Advisors LLC | 2,272 | $251.7K | 0.01% | −65−2.8% | Reduced |
| Full Sail Capital, LLC | 2,271 | $251.5K | 0.01% | +2,271 | New |
| Siemens Fonds Invest GmbH | 2,270 | $251.4K | 0.01% | −23−1.0% | Reduced |
| Harvest Investment Services, LLC | 2,251 | $249.3K | 0.05% | +41+1.9% | Added |
| Integrated Investment Consultants, LLC | 2,243 | $248.4K | 0.04% | −629−21.9% | Reduced |
| Silvercrest Asset Management Group LLC | 2,227 | $246.7K | 0.00% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 2,227 | $246.7K | 0.10% | +2,227 | New |
| Fielder Capital Group LLC | 2,212 | $245.0K | 0.06% | +16+0.7% | Added |
| Claret Asset Management Corp | 2,215 | $245.0K | 0.03% | −31−1.4% | Reduced |
| Ballentine Partners, LLC | 2,202 | $243.9K | 0.00% | +11+0.5% | Added |
| Smartleaf Asset Management LLC | 2,210 | $242.3K | 0.01% | +351+18.9% | Added |
| Modern Wealth Management, LLC | 2,161 | $239.4K | 0.00% | +2,161 | New |
| Ingalls & Snyder LLC | 2,150 | $238.0K | 0.01% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 2,114 | $236.3K | 0.02% | +2,114 | New |
| Freestone Capital Holdings, LLC | 2,115 | $234.3K | 0.01% | −58−2.7% | Reduced |
| Sowell Financial Services LLC | 2,089 | $231.3K | 0.01% | +85+4.2% | Added |
| Tiaa Trust, National Association | 2,082 | $230.6K | 0.00% | +2,082 | New |
| Fukoku Mutual Life Insurance Co | 2,079 | $230.3K | 0.01% | −601−22.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,062 | $228.4K | 0.09% | +2,062 | New |
| CWA Asset Management Group, LLC | 2,054 | $227.5K | 0.01% | −63−3.0% | Reduced |
| Transcend Wealth Collective, LLC | 2,041 | $226.1K | 0.02% | +2,041 | New |
| Apollon Wealth Management, LLC | 2,014 | $223.1K | 0.00% | +2,014 | New |
| RSM US Wealth Management LLC | 1,999 | $221.4K | 0.00% | +1,999 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 1,995 | $221.0K | 0.02% | −200−9.1% | Reduced |
| waypoint wealth counsel | 1,978 | $219.1K | 0.09% | +1,978 | New |
| Checchi Capital Advisers, LLC | 1,957 | $216.8K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,949 | $215.9K | 0.00% | −312−13.8% | Reduced |
| Fedenia Advisers LLC | 1,904 | $210.9K | 0.08% | +1,904 | New |
| Marco Investment Management LLC | 1,900 | $210.4K | 0.02% | +1,900 | New |
| OneAscent Family Office, LLC | 1,900 | $210.4K | 0.17% | +1,900 | New |
| Plan A Wealth LLC | 1,896 | $210.0K | 0.11% | +1,896 | New |
| Farther Finance Advisors, LLC | 1,894 | $209.8K | 0.00% | +893+89.2% | Added |
| Evergreen Wealth Solutions, LLC | 1,877 | $207.9K | 0.12% | +1,877 | New |
| Bond & Devick Financial Network, Inc. | 1,872 | $207.3K | 0.06% | +1,872 | New |
| Valeo Financial Advisors, LLC | 1,866 | $206.6K | 0.00% | +1,866 | New |
| Algert Global LLC | 1,860 | $206.0K | 0.00% | +1,860 | New |
| Longboard Asset Management, LP | 1,836 | $203.4K | 0.33% | +1,836 | New |
| Flagship Harbor Advisors, LLC | 1,834 | $203.2K | 0.01% | +1,834 | New |
| Profund Advisors LLC | 1,833 | $203.0K | 0.01% | −318−14.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,772 | $196.2K | 0.00% | +1,452+453.7% | Added |
| Allworth Financial LP | 1,764 | $195.3K | 0.00% | +1,024+138.4% | Added |
| Anchor Investment Management, LLC | 1,724 | $190.9K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 1,687 | $186.9K | 0.00% | +1,687 | New |
| Raleigh Capital Management Inc. | 1,680 | $186.1K | 0.07% | +1,680 | New |
| Bayforest Capital Ltd | 1,559 | $172.7K | 0.08% | +1,559 | New |
| Altshuler Shaham Ltd | 1,535 | $170.0K | 0.00% | −1,293−45.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,494 | $165.5K | 0.01% | −116−7.2% | Reduced |
| USA Financial Portformulas Corp | 1,436 | $159.1K | 0.03% | −326−18.5% | Reduced |
| Parallel Advisors, LLC | 1,350 | $149.6K | 0.00% | +86+6.8% | Added |
| Old Second National Bank of Aurora | 1,320 | $146.2K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,284 | $142.2K | 0.00% | −372−22.5% | Reduced |
| Signaturefd, LLC | 1,256 | $139.1K | 0.00% | +11+0.9% | Added |
| MAI Capital Management | 1,162 | $128.7K | 0.00% | −42−3.5% | Reduced |
| National Bank of Canada | 1,117 | $123.7K | 0.00% | +67+6.4% | Added |
| Walleye Trading LLC | 1,113 | $123.3K | 0.00% | −49−4.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,080 | $119.6K | 0.24% | −13,610−92.6% | Reduced |
| Larson Financial Group LLC | 1,067 | $118.2K | 0.00% | −60−5.3% | Reduced |
| Quaker Wealth Management, LLC | 1,010 | $111.9K | 0.04% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,005 | $111.3K | 0.05% | +1,005 | New |
| 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 |
| Brown Brothers Harriman & Co | 970 | $107.4K | 0.00% | −555−36.4% | Reduced |
| New Age Alpha Advisors, LLC | 996 | $103.2K | 0.00% | +52+5.5% | Added |
| Transamerica Financial Advisors, Inc. | 880 | $97.4K | 0.01% | +137+18.4% | Added |
| Essential Partners LLC | 875 | $96.9K | 0.03% | +318+57.1% | Added |
| Massmutual Trust Co FSB | 842 | $93.3K | 0.00% | −8−0.9% | Reduced |
| Sit Investment Associates Inc | 740 | $82.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 724 | $80.2K | 0.00% | +143+24.6% | Added |
| True Wealth Design, LLC | 713 | $79.0K | 0.02% | +627+729.1% | Added |
| Central Trust Co | 700 | $77.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 681 | $75.4K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 660 | $73.1K | 0.02% | +660 | New |