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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 557 | $61.7K | 0.01% | +557 | New |
| Medallion Wealth Advisors, LLC | 524 | $58.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 516 | $57.0K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 481 | $53.3K | 0.01% | +481 | New |
| Key Financial Inc | 470 | $51.9K | 0.01% | +7+1.5% | Added |
| Onefund, LLC | 456 | $50.5K | 0.03% | +19+4.3% | Added |
| Clearstead Advisors, LLC | 440 | $48.7K | 0.00% | +204+86.4% | Added |
| North Capital, Inc. | 436 | $48.3K | 0.04% | +1+0.2% | Added |
| Hemington Wealth Management | 437 | $48.0K | 0.01% | +19+4.5% | Added |
| Cromwell Holdings LLC | 414 | $45.9K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 404 | $45.0K | 0.03% | −67−14.2% | Reduced |
| CoreCap Advisors, LLC | 405 | $44.9K | 0.00% | +150+58.8% | Added |
| North Star Investment Management Corp. | 404 | $44.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 400 | $44.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 383 | $42.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 372 | $41.2K | 0.00% | +372 | New |
| Cary Street Partner Investment Advisory LLC | 355 | $39.3K | 0.02% | +70+24.6% | Added |
| New England Capital Financial Advisors LLC | 323 | $35.8K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 300 | $33.2K | 0.00% | +2+0.7% | Added |
| Adirondack Trust Co | 300 | $33.2K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 300 | $33.2K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 298 | $33.0K | 0.00% | +298 | New |
| TD Private Client Wealth LLC | 294 | $32.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 285 | $31.6K | 0.01% | +3+1.1% | Added |
| Clear Street Markets LLC | 283 | $31.3K | 0.01% | +172+155.0% | Added |
| Private Trust Co NA | 274 | $30.3K | 0.00% | −5−1.8% | Reduced |
| Zions Bancorporation, National Association | 270 | $29.9K | 0.00% | +15+5.9% | Added |
| Parvin Asset Management, LLC | 250 | $27.7K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 249 | $27.6K | 0.02% | +98+64.9% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 240 | $26.5K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 114 | $26.4K | 0.00% | +99+660.0% | Added |
| Wexford Capital LP | 235 | $26.0K | 0.01% | +235 | New |
| GHP Investment Advisors, Inc. | 213 | $23.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 209 | $23.1K | 0.00% | +9+4.5% | Added |
| 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 |
| Sittner & Nelson, LLC | 196 | $21.7K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 188 | $20.8K | 0.00% | +188 | New |
| Field & Main Bank | 175 | $19.4K | 0.01% | −25−12.5% | Reduced |
| TD Waterhouse Canada Inc. | 172 | $19.1K | 0.00% | +161+1,463.6% | Added |
| Covestor Ltd | 157 | $17.0K | 0.01% | −214−57.7% | Reduced |
| Atlantic Union Bankshares Corp | 150 | $16.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 150 | $16.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 148 | $16.4K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 147 | $16.3K | 0.00% | −114−43.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 143 | $15.8K | 0.00% | +143 | New |
| Ronald Blue Trust, Inc. | 143 | $15.8K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 137 | $15.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 128 | $14.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 122 | $13.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 119 | $13.2K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 108 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 103 | $11.4K | 0.00% | −113−52.3% | Reduced |
| Guerra Advisors Inc | 102 | $11.3K | 0.00% | +102 | New |
| Princeton Global Asset Management LLC | 101 | $11.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 100 | $11.1K | 0.00% | −114−53.3% | Reduced |
| Spire Wealth Management | 97 | $10.7K | 0.00% | −3−3.0% | Reduced |
| Millstone Evans Group, LLC | 92 | $10.2K | 0.01% | +92 | New |
| Harbor Investment Advisory, LLC | 91 | $10.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 82 | $9.08K | 0.00% | +62+310.0% | Added |
| Sunbelt Securities, Inc. | 81 | $8.97K | 0.00% | +46+131.4% | Added |
| Prestige Wealth Management Group LLC | 80 | $8.81K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 79 | $8.75K | 0.00% | +79 | New |
| Lowe Wealth Advisors, LLC | 77 | $8.53K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 75 | $8.31K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 72 | $7.97K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 72 | $7.97K | 0.03% | −73−50.3% | Reduced |
| FSA Wealth Management LLC | 67 | $7.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 65 | $7.20K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 64 | $7.09K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 62 | $6.87K | 0.00% | +1+1.6% | Added |
| Financial Management Professionals, Inc. | 57 | $6.31K | 0.00% | +42+280.0% | Added |
| AllSquare Wealth Management LLC | 56 | $6.20K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 55 | $6.09K | 0.00% | +55 | New |
| Asset Dedication, LLC | 54 | $5.98K | 0.00% | +54 | New |
| First Horizon Corp | 53 | $5.87K | 0.00% | +53 | New |
| MJT & Associates Financial Advisory Group, Inc. | 50 | $5.54K | 0.00% | +50 | New |
| Financial Network Wealth Advisors LLC | 46 | $5.11K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 46 | $5.09K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 46 | $5.09K | 0.00% | +11+31.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 48 | $5.00K | 0.00% | +48 | New |
| Strategic Wealth Partners, Ltd. | 45 | $4.98K | 0.00% | +42+1,400.0% | Added |
| DT Investment Partners, LLC | 44 | $4.87K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 41 | $4.54K | 0.00% | +41 | New |
| Estabrook Capital Management | 40 | $4.43K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 39 | $4.32K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 39 | $4.32K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 38 | $4.21K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $4.20K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 40 | $4.00K | 0.00% | +40 | New |
| Rialto Wealth Management, LLC | 36 | $3.99K | 0.00% | +3+9.1% | Added |
| Financial Perspectives, Inc | 36 | $3.99K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 36 | $3.99K | 0.00% | +2+5.9% | Added |
| Rossby Financial, LCC | 36 | $3.98K | 0.00% | −2−5.3% | Reduced |
| Boyd Watterson Asset Management LLC | 35 | $3.88K | 0.00% | −21−37.5% | Reduced |
| Howard Hughes Medical Institute | 35 | $3.88K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 35 | $3.85K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 30 | $3.32K | 0.06% | 00.0% | Unchanged |