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 |
|---|---|---|---|---|---|
| Quaker Wealth Management, LLC | 1,010 | $105.2K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,017 | $105.9K | 0.02% | −419−29.2% | Reduced |
| Westfuller Advisors, LLC | 1,034 | $107.7K | 0.04% | +29+2.9% | Added |
| Larson Financial Group LLC | 1,092 | $113.7K | 0.00% | +25+2.3% | Added |
| Westpac Banking Corp | 1,171 | $121.9K | 0.01% | +1,171 | New |
| Signaturefd, LLC | 1,286 | $133.9K | 0.00% | +30+2.4% | Added |
| Old Second National Bank of Aurora | 1,320 | $137.5K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 1,331 | $138.7K | 0.00% | +169+14.5% | Added |
| Parallel Advisors, LLC | 1,362 | $141.9K | 0.00% | +12+0.9% | Added |
| Simplex Trading, LLC | 1,381 | $143.8K | 0.00% | −10,363−88.2% | Reduced |
| Altshuler Shaham Ltd | 1,410 | $146.8K | 0.00% | −125−8.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,494 | $155.6K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,494 | $155.6K | 0.01% | +1,494 | New |
| Flagship Harbor Advisors, LLC | 1,564 | $162.9K | 0.01% | −270−14.7% | Reduced |
| Allworth Financial LP | 1,572 | $163.7K | 0.00% | −192−10.9% | Reduced |
| Anchor Investment Management, LLC | 1,726 | $179.7K | 0.01% | +2+0.1% | Added |
| Ostrum Asset Management | 1,734 | $180.6K | 0.01% | −576−24.9% | Reduced |
| Versant Capital Management, Inc | 1,832 | $190.8K | 0.02% | −820−30.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,864 | $194.1K | 0.02% | −1,002−35.0% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,946 | $202.7K | 0.03% | +69+3.7% | Added |
| Checchi Capital Advisers, LLC | 1,957 | $203.8K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,961 | $204.2K | 0.00% | −581−22.9% | Reduced |
| Marshall Financial Group LLC | 1,972 | $205.4K | 0.04% | −8,507−81.2% | Reduced |
| Wealthcare Advisory Partners LLC | 1,998 | $208.0K | 0.00% | +1,998 | New |
| OneAscent Wealth Management LLC | 2,002 | $208.5K | 0.07% | −993−33.2% | Reduced |
| Plan A Wealth LLC | 2,009 | $209.2K | 0.10% | +113+6.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,025 | $210.9K | 0.01% | +30+1.5% | Added |
| Master's Wealth Management Inc. | 2,030 | $211.4K | 0.08% | +2,030 | New |
| SBI Okasan Asset Management Co.Ltd. | 2,000 | $211.6K | 0.01% | +2,000 | New |
| Capula Management Ltd | 2,056 | $214.1K | 0.00% | +369+21.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,062 | $214.7K | 0.07% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 2,045 | $215.7K | 0.03% | +2,045 | New |
| Mather Group, LLC. | 2,109 | $219.6K | 0.00% | −192−8.3% | Reduced |
| Freestone Capital Holdings, LLC | 2,114 | $220.2K | 0.01% | −10.0% | Reduced |
| Ingalls & Snyder LLC | 2,150 | $224.0K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 2,175 | $226.5K | 0.01% | +2,175 | New |
| Modern Wealth Management, LLC | 2,187 | $227.8K | 0.00% | +26+1.2% | Added |
| Patton Fund Management, Inc. | 2,189 | $228.0K | 0.03% | −258−10.5% | Reduced |
| Claret Asset Management Corp | 2,209 | $230.0K | 0.03% | −6−0.3% | Reduced |
| Change Path, LLC | 2,218 | $230.9K | 0.01% | +2,218 | New |
| TCG Advisory Services, LLC | 2,228 | $232.0K | 0.01% | −55−2.4% | Reduced |
| Ballentine Partners, LLC | 2,228 | $232.1K | 0.00% | +26+1.2% | Added |
| Silvercrest Asset Management Group LLC | 2,247 | $234.0K | 0.00% | +20+0.9% | Added |
| Krilogy Financial LLC | 2,170 | $234.4K | 0.01% | −356−14.1% | Reduced |
| Hunter Associates Investment Management LLC | 2,266 | $236.0K | 0.03% | −99−4.2% | Reduced |
| Sivia Capital Partners, LLC | 2,275 | $236.9K | 0.05% | −911−28.6% | Reduced |
| Chicago Partners Investment Group LLC | 2,231 | $240.0K | 0.01% | −2,022−47.5% | Reduced |
| Smartleaf Asset Management LLC | 2,282 | $241.4K | 0.01% | +72+3.3% | Added |
| Creative Financial Designs Inc | 2,320 | $241.6K | 0.02% | −505−17.9% | Reduced |
| AlTi Global, Inc. | 2,335 | $243.2K | 0.01% | +2,335 | New |
| Groupe la Francaise | 2,348 | $244.5K | 0.00% | +15+0.6% | Added |
| Skopos Labs, Inc. | 2,312 | $244.6K | 0.01% | +2,312 | New |
| Evolve Private Wealth, LLC | 2,349 | $244.6K | 0.01% | +2,349 | New |
| Affiance Financial, LLC | 2,351 | $244.8K | 0.04% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 2,355 | $245.3K | 0.01% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 2,375 | $247.3K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 2,388 | $248.7K | 0.09% | +2,388 | New |
| Vise Technologies, Inc. | 2,389 | $248.8K | 0.00% | +2,389 | New |
| Sowell Financial Services LLC | 2,394 | $249.3K | 0.01% | +305+14.6% | Added |
| Harbour Capital Advisors, LLC | 2,366 | $249.5K | 0.05% | −250−9.6% | Reduced |
| Advisory Services Network, LLC | 2,397 | $249.6K | 0.00% | +448+23.0% | Added |
| Philadelphia Trust Co | 2,399 | $250.0K | 0.02% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 2,429 | $253.0K | 0.05% | +178+7.9% | Added |
| Aptus Capital Advisors, LLC | 2,431 | $253.2K | 0.00% | +32+1.3% | Added |
| Ci Investments Inc. | 2,448 | $254.9K | 0.00% | −10.0% | Reduced |
| Farther Finance Advisors, LLC | 2,452 | $255.4K | 0.00% | +558+29.5% | Added |
| Oppenheimer Asset Management Inc. | 2,461 | $256.3K | 0.00% | +35+1.4% | Added |
| AlphaGrep UK Ltd | 2,471 | $257.3K | 0.09% | +2,471 | New |
| National Bank of Canada | 2,481 | $258.0K | 0.00% | +1,364+122.1% | Added |
| Applied Finance Capital Management, LLC | 2,484 | $258.7K | 0.02% | −829−25.0% | Reduced |
| Farringdon Capital, Ltd. | 2,485 | $258.8K | 0.06% | +2,485 | New |
| BSW Wealth Partners | 2,488 | $259.1K | 0.03% | +2,488 | New |
| Bill Few Associates, Inc. | 2,497 | $260.0K | 0.06% | −185−6.9% | Reduced |
| Fidelis Capital Partners, LLC | 2,508 | $261.2K | 0.02% | +2,508 | New |
| R Squared Ltd | 2,527 | $263.2K | 0.12% | +2,527 | New |
| Bank of New Hampshire | 2,540 | $264.5K | 0.06% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,557 | $266.3K | 0.00% | −6,888−72.9% | Reduced |
| Evercore Wealth Management, LLC | 2,579 | $268.6K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,597 | $270.4K | 0.15% | −25−1.0% | Reduced |
| Outlook Wealth Advisors, LLC | 2,605 | $271.3K | 0.06% | +23+0.9% | Added |
| CWM Advisors, LLC | 2,637 | $274.6K | 0.02% | +201+8.3% | Added |
| Equitable Holdings, Inc. | 2,642 | $275.1K | 0.00% | +27+1.0% | Added |
| Sagespring Wealth Partners, LLC | 2,662 | $277.2K | 0.01% | −417−13.5% | Reduced |
| Raleigh Capital Management Inc. | 2,663 | $277.4K | 0.10% | +983+58.5% | Added |
| Anb Bank | 2,668 | $277.8K | 0.11% | +2,668 | New |
| Worldquant Millennium Advisors LLC | 2,718 | $283.1K | 0.00% | +2,718 | New |
| Prosperity Consulting Group, LLC | 2,747 | $286.1K | 0.01% | +2,747 | New |
| Two Sigma Securities, LLC | 2,778 | $289.3K | 0.04% | +2,778 | New |
| McGlone Suttner Wealth Management, Inc. | 2,788 | $290.3K | 0.04% | −223−7.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,798 | $291.4K | 0.01% | −1,166−29.4% | Reduced |
| Jones Financial Companies LLLP | 2,867 | $298.5K | 0.00% | −3−0.1% | Reduced |
| National Asset Management, Inc. | 2,889 | $300.9K | 0.01% | −195−6.3% | Reduced |
| Pensionmark Financial Group, LLC | 2,890 | $301.0K | 0.00% | +608+26.6% | Added |
| Steward Partners Investment Advisory, LLC | 2,893 | $301.2K | 0.00% | +1,121+63.3% | Added |
| Blair William & Co | 2,898 | $301.8K | 0.00% | −1,529−34.5% | Reduced |
| LMR Partners LLP | 2,927 | $304.8K | 0.00% | +2,927 | New |
| Seed Wealth Management, Inc. | 2,929 | $305.0K | 0.21% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,940 | $306.2K | 0.02% | +2,940 | New |
| TSFG, LLC | 2,948 | $307.0K | 0.05% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,948 | $307.0K | 0.00% | +2,948 | New |