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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 787 institutions
Q1 2021: 522 institutionsQ2 2021: 525 institutionsQ3 2021: 559 institutionsQ4 2021: 604 institutionsQ1 2022: 558 institutionsQ2 2022: 515 institutionsQ3 2022: 494 institutionsQ4 2022: 507 institutionsQ1 2023: 531 institutionsQ2 2023: 554 institutionsQ3 2023: 585 institutionsQ4 2023: 613 institutionsQ1 2024: 637 institutionsQ2 2024: 640 institutionsQ3 2024: 674 institutionsQ4 2024: 718 institutionsQ1 2025: 728 institutionsQ2 2025: 742 institutionsQ3 2025: 767 institutionsQ4 2025: 787 institutionsQ1 2026: 742 institutionsQ2 2026: 730 institutions
Value heldQ4 2025: $16.0B
Q1 2021: $9.27BQ2 2021: $10.1BQ3 2021: $10.9BQ4 2021: $10.7BQ1 2022: $8.04BQ2 2022: $6.57BQ3 2022: $6.13BQ4 2022: $6.80BQ1 2023: $8.27BQ2 2023: $9.51BQ3 2023: $9.55BQ4 2023: $11.1BQ1 2024: $13.0BQ2 2024: $11.8BQ3 2024: $14.6BQ4 2024: $15.1BQ1 2025: $13.1BQ2 2025: $15.3BQ3 2025: $16.9BQ4 2025: $16.0BQ1 2026: $13.3BQ2 2026: $11.7B
Institutions holding PNR and their total value by quarter
QuarterHoldersValue
Q2 2026730$11.7B
Q1 2026742$13.3B
Q4 2025787$16.0B
Q3 2025767$16.9B
Q2 2025742$15.3B
Q1 2025728$13.1B
Q4 2024718$15.1B
Q3 2024674$14.6B
Q2 2024640$11.8B
Q1 2024637$13.0B
Q4 2023613$11.1B
Q3 2023585$9.55B
Q2 2023554$9.51B
Q1 2023531$8.27B
Q4 2022507$6.80B
Q3 2022494$6.13B
Q2 2022515$6.57B
Q1 2022558$8.04B
Q4 2021604$10.7B
Q3 2021559$10.9B
Q2 2021525$10.1B
Q1 2021522$9.27B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q3 2025.

Institutions holding PNR in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
LRI Investments, LLC681$70.9K0.01%00.0%Unchanged
Missouri Trust & Investment Co660$68.7K0.02%00.0%Unchanged
Clearstead Advisors, LLC658$68.5K0.00%+218+49.5%Added
Rothschild Investment LLC654$68.1K0.00%−2,069−76.0%Reduced
Quent Capital, LLC637$66.3K0.00%+80+14.4%Added
REAP Financial Group, LLC632$65.8K0.01%+151+31.4%Added
True Wealth Design, LLC588$61.2K0.02%−125−17.5%Reduced
TD Waterhouse Canada Inc.572$59.6K0.00%+400+232.6%Added
Medallion Wealth Advisors, LLC524$54.6K0.02%00.0%Unchanged
Root Financial Partners, LLC505$52.6K0.00%+133+35.8%Added
CoreCap Advisors, LLC480$50.0K0.00%+75+18.5%Added
Onefund, LLC480$50.0K0.03%+24+5.3%Added
Zions Bancorporation, National Association479$49.9K0.00%+209+77.4%Added
Key Financial Inc470$48.9K0.01%00.0%Unchanged
Intesa Sanpaolo Wealth Management421$43.8K0.01%+421New
Park Square Financial Group, LLC434$43.7K0.26%+362+502.8%Added
Cromwell Holdings LLC414$43.1K0.02%00.0%Unchanged
Aster Capital Management (DIFC) Ltd412$42.9K0.02%+412New
North Star Investment Management Corp.404$42.1K0.00%00.0%Unchanged
Sentry Investment Management LLC404$42.0K0.03%00.0%Unchanged
AdvisorNet Financial, Inc400$41.7K0.00%00.0%Unchanged
Bayforest Capital Ltd376$39.2K0.03%−1,183−75.9%Reduced
Cary Street Partner Investment Advisory LLC339$35.3K0.01%−16−4.5%Reduced
Parkside Financial Bank & Trust327$34.1K0.00%+27+9.0%Added
New England Capital Financial Advisors LLC323$33.6K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.307$32.0K0.00%−35,336−99.1%Reduced
Board of the Pension Protection Fund300$31.2K0.03%−3,200−91.4%Reduced
Adirondack Trust Co300$31.2K0.01%00.0%Unchanged
TD Private Client Wealth LLC294$30.6K0.00%00.0%Unchanged
Private Trust Co NA291$30.3K0.00%+17+6.2%Added
Richardson Financial Services Inc.280$29.2K0.02%+31+12.4%Added
Fortitude Family Office, LLC280$29.2K0.01%−5−1.8%Reduced
DV Trading LLC275$28.6K0.00%+275New
Wexford Capital LP263$27.4K0.01%+28+11.9%Added
Motiv8 Investments LLC258$27.0K0.01%+258New
Steigerwald, Gordon & Koch Inc.259$27.0K0.00%+71+37.8%Added
Annis Gardner Whiting Capital Advisors, LLC252$26.2K0.00%+105+71.4%Added
Parvin Asset Management, LLC250$26.0K0.02%00.0%Unchanged
DV Equities, LLC228$23.7K0.00%+228New
GHP Investment Advisors, Inc.213$22.2K0.00%00.0%Unchanged
Trust Co of Vermont209$21.8K0.00%00.0%Unchanged
Concord Wealth Partners200$20.8K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA200$20.8K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC194$20.2K0.00%+46+31.1%Added
Sittner & Nelson, LLC196$19.1K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.176$18.3K0.00%+33+23.1%Added
Field & Main Bank175$18.2K0.01%00.0%Unchanged
SHP Wealth Management167$17.4K0.00%+167New
Cornerstone Planning Group LLC159$16.7K0.00%+45+39.5%Added
Reflection Asset Management158$16.5K0.01%+158New
Covestor Ltd157$16.0K0.01%00.0%Unchanged
Atlantic Union Bankshares Corp150$15.6K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC150$15.6K0.00%00.0%Unchanged
Meeder Asset Management Inc148$15.4K0.00%+102+221.7%Added
Wilkerson Advisory Group LLC142$14.8K0.01%+142New
Fideuram Asset Management (Ireland) dac145$14.3K0.00%+145New
Cherry Tree Wealth Management, LLC137$14.3K0.00%00.0%Unchanged
EFG International AG133$13.9K0.00%+133New
Abound Wealth Management131$13.7K0.00%+131New
Basecamp Wealth Advisors LLC129$13.4K0.00%+129New
Colonial Trust Co128$13.3K0.00%00.0%Unchanged
McMillan Office, Inc.125$13.0K0.00%+125New
Bruce G. Allen Investments, LLC122$12.7K0.01%00.0%Unchanged
Bell Investment Advisors, Inc114$11.9K0.00%−5−4.2%Reduced
Acumen Wealth Advisors, LLC113$11.8K0.00%+113New
SJS Investment Consulting Inc.111$11.6K0.00%+29+35.4%Added
McIlrath & Eck, LLC108$11.2K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc106$11.0K0.00%+3+2.9%Added
Princeton Global Asset Management LLC101$10.5K0.00%00.0%Unchanged
Bravera Wealth100$10.4K0.01%+100New
Blueline Advisors LLC95$9.89K0.01%+95New
SageView Advisory Group, LLC94$9.79K0.00%+94New
Millstone Evans Group, LLC92$9.58K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC91$9.48K0.00%00.0%Unchanged
Birchwood Financial Partners, Inc.84$8.75K0.01%+84New
Manchester Capital Management LLC83$8.64K0.00%−9,838−99.2%Reduced
Prestige Wealth Management Group LLC83$8.60K0.00%+3+3.8%Added
Sunbelt Securities, Inc.81$8.44K0.00%00.0%Unchanged
Signature Equity Partners, LLC76$7.94K0.00%+76New
Elyxium Wealth, LLC75$7.82K0.00%+75New
Sachetta, LLC75$7.81K0.00%00.0%Unchanged
MCF Advisors LLC72$7.50K0.00%00.0%Unchanged
Olistico Wealth, LLC72$7.50K0.00%+72New
Keating Financial Advisory Services, Inc.67$6.98K0.00%+67New
Ares Financial Consulting, LLC66$6.87K0.01%+66New
Private Wealth Management Group, LLC65$6.77K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC64$6.67K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.62$6.54K0.00%+62New
Golden State Wealth Management, LLC62$6.47K0.00%00.0%Unchanged
Quarry LP60$6.25K0.00%−40−40.0%Reduced
Cullen/Frost Bankers, Inc.59$6.14K0.00%−84−58.7%Reduced
Basepoint Wealth LLC56$5.83K0.00%+56New
Wealth Watch Advisors, INC55$5.73K0.00%00.0%Unchanged
Asset Dedication, LLC54$5.62K0.00%00.0%Unchanged
First Horizon Corp53$5.52K0.00%00.0%Unchanged
New Age Alpha Advisors, LLC52$5.42K0.00%−944−94.8%Reduced
Financial Management Professionals, Inc.52$5.42K0.00%−5−8.8%Reduced
MJT & Associates Financial Advisory Group, Inc.50$5.21K0.00%00.0%Unchanged
Rossby Financial, LCC49$5.10K0.00%+13+36.1%Added
Farmers & Merchants Trust Co of Chambersburg PA44$5.00K0.00%00.0%Unchanged