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 |
|---|---|---|---|---|---|
| Vermillion Wealth Management, Inc. | 29 | $3.23K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 29 | $3.22K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 26 | $2.88K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 26 | $2.88K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 23 | $2.55K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 23 | $2.55K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 22 | $2.44K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 21 | $2.33K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 21 | $2.33K | 0.00% | +21 | New |
| Glen Eagle Advisors, LLC | 20 | $2.21K | 0.00% | +6+42.9% | Added |
| Armstrong Advisory Group, Inc | 20 | $2.19K | 0.00% | −109−84.5% | Reduced |
| GW&K Investment Management, LLC | 16 | $2.00K | 0.00% | −10−38.5% | Reduced |
| Capital Analysts, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 17 | $1.88K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 17 | $1.88K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 17 | $1.88K | 0.00% | +10+142.9% | Added |
| Trifecta Capital Advisors, LLC | 16 | $1.77K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 16 | $1.77K | 0.00% | +3+23.1% | Added |
| Financial Consulate, Inc | 16 | $1.77K | 0.00% | +16 | New |
| Albion Financial Group | 15 | $1.66K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 15 | $1.66K | 0.00% | −18−54.5% | Reduced |
| TFC Financial Management | 14 | $1.56K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 14 | $1.55K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 14 | $1.55K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 14 | $1.46K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 13 | $1.44K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $1.41K | 0.00% | +1+8.3% | Added |
| Marquette Asset Management, LLC | 12 | $1.33K | 0.00% | +12 | New |
| HFM Investment Advisors, LLC | 12 | $1.33K | 0.00% | +1+9.1% | Added |
| Tortoise Investment Management, LLC | 12 | $1.33K | 0.00% | +7+140.0% | Added |
| UMA Financial Services, Inc. | 11 | $1.22K | 0.00% | +11 | New |
| Murphy & Mullick Capital Management Corp | 11 | $1.22K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 11 | $1.22K | 0.00% | +11 | New |
| Geneos Wealth Management Inc. | 10 | $1.11K | 0.00% | −227−95.8% | Reduced |
| South State Corp. | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 10 | $1.11K | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 10 | $1.11K | 0.00% | +3+42.9% | Added |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 9 | $997 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $887 | 0.00% | +1+14.3% | Added |
| Principia Wealth Advisory, LLC | 8 | $886 | 0.00% | +2+33.3% | Added |
| St Germain D J Co Inc | 7 | $775 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 6 | $665 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 6 | $665 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $665 | 0.00% | +6 | New |
| Fortis Group Advisors, LLC | 5 | $554 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $554 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 5 | $543 | 0.00% | +5 | New |
| Kilter Group LLC | 4 | $444 | 0.00% | −1−20.0% | Reduced |
| Seneschal Advisors, LLC | 4 | $444 | 0.00% | +4 | New |
| Heartwood Wealth Advisors LLC | 4 | $443 | 0.00% | +4 | New |
| Private Wealth Asset Management, LLC | 3 | $332 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $233 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2 | $222 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2 | $222 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $222 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 2 | $222 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2 | $222 | 0.00% | +2 | New |
| Cypress Capital Management LLC (WY) | 2 | $222 | 0.00% | +2 | New |
| Main Street Group, LTD | 1 | $111 | 0.00% | −12−92.3% | Reduced |
| Aspect Partners, LLC | 1 | $111 | 0.00% | −3−75.0% | Reduced |
| Highline Wealth Partners LLC | 1 | $111 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $111 | 0.00% | +1 | New |
| New Millennium Group LLC | 1 | $111 | 0.00% | +1 | New |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −738,358−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −483,702−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −274,419−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −215,648−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −119,672−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −108,060−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −101,100−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −92,262−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −62,080−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −54,846−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −39,235−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −38,930−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −32,847−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −28,216−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −27,600−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −21,804−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −21,649−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −17,003−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,959−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −12,904−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,798−100.0% | Sold out |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0 | $0 | 0.00% | −9,425−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −9,183−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −8,492−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −8,461−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −7,610−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −7,367−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −5,875−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −5,093−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −5,001−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,918−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,858−100.0% | Sold out |