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 |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 2,978 | $310.0K | 0.03% | +2,978 | New |
| HighPoint Advisor Group LLC | 3,015 | $314.0K | 0.01% | +11+0.4% | Added |
| LVW Advisors, LLC | 3,022 | $314.7K | 0.03% | +118+4.1% | Added |
| Investment Research Partners LLC | 3,043 | $316.9K | 0.14% | +249+8.9% | Added |
| Davenport & Co LLC | 3,053 | $317.9K | 0.00% | −81−2.6% | Reduced |
| ELCO Management Co., LLC | 3,067 | $319.4K | 0.20% | 00.0% | Unchanged |
| nVerses Capital, LLC | 3,086 | $321.4K | 0.72% | +3,086 | New |
| ORG Partners LLC | 3,149 | $328.0K | 0.06% | −13−0.4% | Reduced |
| Childress Capital Advisors, LLC | 3,159 | $329.0K | 0.05% | +229+7.8% | Added |
| Pflug Koory, LLC | 3,178 | $331.0K | 0.15% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,192 | $332.5K | 0.02% | −207−6.1% | Reduced |
| Axq Capital, LP | 3,208 | $334.1K | 0.08% | −1,467−31.4% | Reduced |
| Prelude Capital Management, LLC | 3,218 | $335.1K | 0.02% | +135+4.4% | Added |
| GEN Financial Management, INC. | 3,225 | $335.9K | 0.21% | +5+0.2% | Added |
| Fifth Third Bancorp | 3,231 | $336.5K | 0.00% | −205−6.0% | Reduced |
| Meridian Investment Counsel Inc. | 3,241 | $337.5K | 0.08% | −108−3.2% | Reduced |
| Twinbeech Capital LP | 3,300 | $343.7K | 0.02% | +3,300 | New |
| Portside Wealth Group, LLC | 3,318 | $345.5K | 0.05% | −522−13.6% | Reduced |
| Azimuth Capital Investment Management LLC | 3,400 | $354.1K | 0.01% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,414 | $355.6K | 0.02% | −203−5.6% | Reduced |
| Greenleaf Trust | 3,441 | $358.3K | 0.00% | −139−3.9% | Reduced |
| World Equity Group, Inc. | 3,448 | $359.1K | 0.10% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 3,511 | $365.6K | 0.14% | −322−8.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,521 | $366.7K | 0.13% | +2,441+226.0% | Added |
| Coldstream Capital Management Inc | 3,541 | $368.8K | 0.00% | −19−0.5% | Reduced |
| Gen-Wealth Partners Inc | 3,548 | $369.4K | 0.12% | −1,286−26.6% | Reduced |
| Assetmark, Inc | 3,587 | $373.6K | 0.00% | +677+23.3% | Added |
| Vestcor Inc | 3,602 | $375.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 3,670 | $382.0K | 0.01% | +101+2.8% | Added |
| Buska Wealth Management, LLC | 3,719 | $387.3K | 0.14% | −3−0.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 3,742 | $389.7K | 0.34% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,899 | $390.1K | 0.01% | −7−0.2% | Reduced |
| Forum Financial Management, LP | 3,756 | $391.1K | 0.01% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 3,766 | $392.2K | 0.13% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,794 | $395.1K | 0.01% | +584+18.2% | Added |
| Arkadios Wealth Advisors | 3,813 | $397.2K | 0.01% | −2,254−37.2% | Reduced |
| Buckingham Strategic Partners | 3,826 | $398.5K | 0.00% | −425−10.0% | Reduced |
| State of Wyoming | 3,853 | $401.3K | 0.04% | −2,412−38.5% | Reduced |
| Siemens Fonds Invest GmbH | 3,818 | $403.9K | 0.02% | +1,548+68.2% | Added |
| Groupama Asset Managment | 3,886 | $404.7K | 0.01% | −406−9.5% | Reduced |
| Kingsview Wealth Management, LLC | 3,890 | $405.1K | 0.01% | −111−2.8% | Reduced |
| Burney Co | 3,999 | $416.4K | 0.01% | 00.0% | Unchanged |
| Corient IA LLC | 4,000 | $416.6K | 0.39% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 4,063 | $423.1K | 0.13% | −7,537−65.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,080 | $424.9K | 0.05% | −350−7.9% | Reduced |
| Waterloo Capital, L.P. | 4,083 | $425.2K | 0.03% | +202+5.2% | Added |
| Leavell Investment Management, Inc. | 4,088 | $425.7K | 0.02% | 00.0% | Unchanged |
| Globeflex Capital L P | 4,089 | $425.8K | 0.07% | 00.0% | Unchanged |
| Cynosure Management, LLC | 4,111 | $428.1K | 0.04% | +4,111 | New |
| Oxford Financial Group Ltd | 4,139 | $431.0K | 0.02% | −83−2.0% | Reduced |
| Whitcomb & Hess, Inc. | 4,193 | $432.9K | 0.10% | 00.0% | Unchanged |
| Wagner Wealth Management, Corp | 4,183 | $435.6K | 0.43% | +4,183 | New |
| Pallas Capital Advisors LLC | 4,211 | $438.5K | 0.01% | −100−2.3% | Reduced |
| Phoenix Holdings Ltd. | 4,249 | $442.2K | 0.00% | +10.0% | Added |
| Everence Capital Management Inc | 4,250 | $443.0K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 4,272 | $444.9K | 0.02% | −1,837−30.1% | Reduced |
| Round Rock Advisors, LLC | 4,300 | $447.8K | 0.07% | 00.0% | Unchanged |
| Wahed Invest LLC | 4,306 | $448.4K | 0.06% | −168−3.8% | Reduced |
| Stephenson National Bank & Trust | 4,332 | $451.1K | 0.13% | 00.0% | Unchanged |
| Commerce Bank | 4,344 | $452.4K | 0.00% | −92−2.1% | Reduced |
| Accurate Wealth Management, LLC | 4,392 | $452.6K | 0.06% | +1,692+62.7% | Added |
| FORA Capital, LLC | 4,356 | $453.6K | 0.05% | +4,356 | New |
| OneAscent Investment Solutions LLC | 4,394 | $457.6K | 0.48% | −685−13.5% | Reduced |
| MUFG Securities Americas Inc. | 4,409 | $459.2K | 0.03% | −12−0.3% | Reduced |
| Securian Asset Management, Inc | 4,449 | $463.3K | 0.02% | −3,362−43.0% | Reduced |
| Group One Trading, L.P. | 4,501 | $468.7K | 0.01% | −13,521−75.0% | Reduced |
| Golden State Equity Partners | 4,528 | $471.5K | 0.08% | −706−13.5% | Reduced |
| Intech Investment Management LLC | 4,548 | $473.6K | 0.00% | −1,319−22.5% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,560 | $474.9K | 0.10% | 00.0% | Unchanged |
| Steadtrust LLC | 4,733 | $492.9K | 0.30% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,804 | $500.3K | 0.01% | +4,804 | New |
| High Note Wealth, LLC | 4,885 | $508.7K | 0.10% | −15−0.3% | Reduced |
| Turning Point Benefit Group, Inc. | 4,903 | $510.6K | 0.27% | −2,495−33.7% | Reduced |
| Stevens Capital Management LP | 4,944 | $515.0K | 0.18% | +4,944 | New |
| Annex Advisory Services, LLC | 4,988 | $519.5K | 0.01% | +41+0.8% | Added |
| Davis R M Inc | 5,005 | $521.2K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 5,040 | $524.9K | 0.31% | +5,040 | New |
| Norden Group LLC | 5,092 | $530.2K | 0.05% | −11−0.2% | Reduced |
| Meeder Advisory Services, Inc. | 5,093 | $530.4K | 0.02% | +179+3.6% | Added |
| Wealthfront Advisers LLC | 5,098 | $530.9K | 0.00% | +121+2.4% | Added |
| Main Street Financial Solutions, LLC | 5,114 | $532.5K | 0.04% | +9+0.2% | Added |
| Woodward Diversified Capital, LLC | 5,164 | $537.8K | 0.25% | +1,518+41.6% | Added |
| V-Square Quantitative Management LLC | 5,205 | $542.0K | 0.06% | +5,205 | New |
| Umb Bank N A | 5,220 | $543.6K | 0.01% | +20+0.4% | Added |
| Stephens Inc | 5,228 | $544.4K | 0.01% | −21−0.4% | Reduced |
| Global X Japan Co., Ltd. | 5,280 | $549.9K | 0.04% | −686−11.5% | Reduced |
| 1832 Asset Management L.P. | 5,418 | $564.2K | 0.00% | −12,551−69.8% | Reduced |
| Revisor Wealth Management LLC | 5,336 | $572.6K | 0.15% | −473−8.1% | Reduced |
| American Century Companies Inc | 5,598 | $583.0K | 0.00% | −28,510−83.6% | Reduced |
| North Dakota State Investment Board | 5,609 | $584.1K | 0.02% | +5,609 | New |
| Gilbert & Cook, Inc. | 5,642 | $587.6K | 0.07% | +2,111+59.8% | Added |
| Strategic Blueprint, LLC | 5,643 | $587.6K | 0.03% | −833−12.9% | Reduced |
| EverSource Wealth Advisors, LLC | 5,762 | $600.0K | 0.02% | −183−3.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,872 | $611.5K | 0.04% | −2,028−25.7% | Reduced |
| Gibbs Wealth Management | 5,934 | $611.6K | 0.15% | −699−10.5% | Reduced |
| ORG Wealth Partners, LLC | 5,960 | $620.7K | 0.15% | −40−0.7% | Reduced |
| RBF Capital, LLC | 6,000 | $624.8K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,067 | $631.8K | 0.00% | +499+9.0% | Added |
| Empowered Funds, LLC | 6,072 | $632.3K | 0.01% | +3,333+121.7% | Added |
| Concurrent Investment Advisors, LLC | 6,116 | $636.9K | 0.01% | +6,116 | New |