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, Q4 2025
Institutional positions in PENTAIR plc as of Dec 31, 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
- 787
- +37 vs. Q3 2025
- Shares held
- 153.6M
- +1.62M (+1.1%) vs. Q3 2025
- Total value
- $16.0B
- −$838.6M (−5.0%) vs. Q3 2025
- New holders
- 117
- 239 more added
- Sold out
- 80
- 284 more reduced
17 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Frazier Financial Advisors, LLC | 64 | $6.67K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 65 | $6.77K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 66 | $6.87K | 0.01% | +66 | New |
| Keating Financial Advisory Services, Inc. | 67 | $6.98K | 0.00% | +67 | New |
| Olistico Wealth, LLC | 72 | $7.50K | 0.00% | +72 | New |
| MCF Advisors LLC | 72 | $7.50K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 75 | $7.81K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 75 | $7.82K | 0.00% | +75 | New |
| Signature Equity Partners, LLC | 76 | $7.94K | 0.00% | +76 | New |
| Sunbelt Securities, Inc. | 81 | $8.44K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 83 | $8.60K | 0.00% | +3+3.8% | Added |
| Manchester Capital Management LLC | 83 | $8.64K | 0.00% | −9,838−99.2% | Reduced |
| Birchwood Financial Partners, Inc. | 84 | $8.75K | 0.01% | +84 | New |
| Harbor Investment Advisory, LLC | 91 | $9.48K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 92 | $9.58K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 94 | $9.79K | 0.00% | +94 | New |
| Blueline Advisors LLC | 95 | $9.89K | 0.01% | +95 | New |
| Bravera Wealth | 100 | $10.4K | 0.01% | +100 | New |
| Princeton Global Asset Management LLC | 101 | $10.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 106 | $11.0K | 0.00% | +3+2.9% | Added |
| McIlrath & Eck, LLC | 108 | $11.2K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 111 | $11.6K | 0.00% | +29+35.4% | Added |
| Acumen Wealth Advisors, LLC | 113 | $11.8K | 0.00% | +113 | New |
| Bell Investment Advisors, Inc | 114 | $11.9K | 0.00% | −5−4.2% | Reduced |
| Bruce G. Allen Investments, LLC | 122 | $12.7K | 0.01% | 00.0% | Unchanged |
| McMillan Office, Inc. | 125 | $13.0K | 0.00% | +125 | New |
| Colonial Trust Co | 128 | $13.3K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 129 | $13.4K | 0.00% | +129 | New |
| Abound Wealth Management | 131 | $13.7K | 0.00% | +131 | New |
| EFG International AG | 133 | $13.9K | 0.00% | +133 | New |
| Cherry Tree Wealth Management, LLC | 137 | $14.3K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 145 | $14.3K | 0.00% | +145 | New |
| Wilkerson Advisory Group LLC | 142 | $14.8K | 0.01% | +142 | New |
| Meeder Asset Management Inc | 148 | $15.4K | 0.00% | +102+221.7% | Added |
| Atlantic Union Bankshares Corp | 150 | $15.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 150 | $15.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 157 | $16.0K | 0.01% | 00.0% | Unchanged |
| Reflection Asset Management | 158 | $16.5K | 0.01% | +158 | New |
| Cornerstone Planning Group LLC | 159 | $16.7K | 0.00% | +45+39.5% | Added |
| SHP Wealth Management | 167 | $17.4K | 0.00% | +167 | New |
| Field & Main Bank | 175 | $18.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 176 | $18.3K | 0.00% | +33+23.1% | Added |
| Sittner & Nelson, LLC | 196 | $19.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 194 | $20.2K | 0.00% | +46+31.1% | Added |
| Concord Wealth Partners | 200 | $20.8K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $20.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 209 | $21.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 213 | $22.2K | 0.00% | 00.0% | Unchanged |
| DV Equities, LLC | 228 | $23.7K | 0.00% | +228 | New |
| Parvin Asset Management, LLC | 250 | $26.0K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 252 | $26.2K | 0.00% | +105+71.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 259 | $27.0K | 0.00% | +71+37.8% | Added |
| Motiv8 Investments LLC | 258 | $27.0K | 0.01% | +258 | New |
| Wexford Capital LP | 263 | $27.4K | 0.01% | +28+11.9% | Added |
| DV Trading LLC | 275 | $28.6K | 0.00% | +275 | New |
| Fortitude Family Office, LLC | 280 | $29.2K | 0.01% | −5−1.8% | Reduced |
| Richardson Financial Services Inc. | 280 | $29.2K | 0.02% | +31+12.4% | Added |
| Private Trust Co NA | 291 | $30.3K | 0.00% | +17+6.2% | Added |
| TD Private Client Wealth LLC | 294 | $30.6K | 0.00% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 300 | $31.2K | 0.03% | −3,200−91.4% | Reduced |
| Adirondack Trust Co | 300 | $31.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 307 | $32.0K | 0.00% | −35,336−99.1% | Reduced |
| New England Capital Financial Advisors LLC | 323 | $33.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 327 | $34.1K | 0.00% | +27+9.0% | Added |
| Cary Street Partner Investment Advisory LLC | 339 | $35.3K | 0.01% | −16−4.5% | Reduced |
| Bayforest Capital Ltd | 376 | $39.2K | 0.03% | −1,183−75.9% | Reduced |
| AdvisorNet Financial, Inc | 400 | $41.7K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 404 | $42.0K | 0.03% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 404 | $42.1K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 412 | $42.9K | 0.02% | +412 | New |
| Cromwell Holdings LLC | 414 | $43.1K | 0.02% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 434 | $43.7K | 0.26% | +362+502.8% | Added |
| Intesa Sanpaolo Wealth Management | 421 | $43.8K | 0.01% | +421 | New |
| Key Financial Inc | 470 | $48.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 479 | $49.9K | 0.00% | +209+77.4% | Added |
| Onefund, LLC | 480 | $50.0K | 0.03% | +24+5.3% | Added |
| CoreCap Advisors, LLC | 480 | $50.0K | 0.00% | +75+18.5% | Added |
| Root Financial Partners, LLC | 505 | $52.6K | 0.00% | +133+35.8% | Added |
| Medallion Wealth Advisors, LLC | 524 | $54.6K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 572 | $59.6K | 0.00% | +400+232.6% | Added |
| True Wealth Design, LLC | 588 | $61.2K | 0.02% | −125−17.5% | Reduced |
| REAP Financial Group, LLC | 632 | $65.8K | 0.01% | +151+31.4% | Added |
| Quent Capital, LLC | 637 | $66.3K | 0.00% | +80+14.4% | Added |
| Rothschild Investment LLC | 654 | $68.1K | 0.00% | −2,069−76.0% | Reduced |
| Clearstead Advisors, LLC | 658 | $68.5K | 0.00% | +218+49.5% | Added |
| Missouri Trust & Investment Co | 660 | $68.7K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 681 | $70.9K | 0.01% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 700 | $72.9K | 0.00% | +700 | New |
| Central Trust Co | 704 | $73.3K | 0.00% | +4+0.6% | Added |
| Sit Investment Associates Inc | 740 | $77.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 796 | $82.9K | 0.00% | +72+9.9% | Added |
| Essential Partners LLC | 798 | $83.1K | 0.03% | −77−8.8% | Reduced |
| IFP Advisors, Inc | 808 | $84.1K | 0.00% | −476−37.1% | Reduced |
| Clear Street Markets LLC | 818 | $85.2K | 0.02% | +535+189.0% | Added |
| Massmutual Trust Co FSB | 828 | $86.2K | 0.00% | −14−1.7% | Reduced |
| Walleye Trading LLC | 830 | $86.4K | 0.00% | −283−25.4% | Reduced |
| Brown Brothers Harriman & Co | 902 | $93.9K | 0.00% | −68−7.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 953 | $99.3K | 0.01% | +73+8.3% | Added |
| Bryn Mawr Trust Co | 1,000 | $104.1K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,000 | $104.1K | 0.07% | 00.0% | Unchanged |