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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
Financial Network Wealth Advisors LLC46$4.81K0.01%00.0%Unchanged
Solstein Capital, LLC46$4.79K0.00%00.0%Unchanged
DT Investment Partners, LLC44$4.58K0.00%00.0%Unchanged
Spire Wealth Management43$4.50K0.00%−54−55.7%Reduced
Estabrook Capital Management40$4.17K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC39$4.06K0.00%00.0%Unchanged
Asset Planning,Inc39$4.06K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.38$3.96K0.00%00.0%Unchanged
Rialto Wealth Management, LLC37$3.85K0.00%+1+2.8%Added
Financial Perspectives, Inc36$3.75K0.00%00.0%Unchanged
Howard Hughes Medical Institute35$3.65K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC35$3.65K0.00%00.0%Unchanged
PFS Partners, LLC35$3.63K0.00%00.0%Unchanged
Activest Wealth Management34$3.54K0.00%−2−5.6%Reduced
Sound Income Strategies, LLC29$3.12K0.00%+29New
Vermillion Wealth Management, Inc.29$3.04K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC29$3.03K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC29$3.02K0.06%−1−3.3%Reduced
Ogorek Anthony Joseph38$3.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC28$2.91K0.00%−10−26.3%Reduced
Geneos Wealth Management Inc.27$2.81K0.00%+17+170.0%Added
MV Capital Management, Inc.26$2.71K0.00%00.0%Unchanged
NBC Securities, Inc.23$2.40K0.00%−360−94.0%Reduced
Grove Bank & Trust23$2.40K0.00%00.0%Unchanged
CGC Financial Services, LLC23$2.40K0.00%00.0%Unchanged
Noble Wealth Management PBC23$2.40K0.00%+23New
MTM Investment Management, LLC21$2.19K0.00%00.0%Unchanged
Legacy Bridge, LLC21$2.19K0.00%+21New
Tucker Asset Management LLC21$2.19K0.00%+21New
Armstrong Advisory Group, Inc20$2.06K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd23$2.00K0.00%−493−95.5%Reduced
Smithfield Trust Co23$2.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC16$2.00K0.00%00.0%Unchanged
Capital Analysts, LLC15$2.00K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC19$1.98K0.00%+19New
Dunhill Financial, LLC18$1.88K0.00%+5+38.5%Added
JNBA Financial Advisors18$1.88K0.00%+18New
First Command Advisory Services, Inc.17$1.77K0.00%00.0%Unchanged
CVA Family Office, LLC17$1.77K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.17$1.77K0.00%+17New
Financial Consulate, Inc16$1.67K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC16$1.67K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC16$1.67K0.00%+6+60.0%Added
Eq Wealth Advisors, LLC16$1.67K0.00%+16New
Albion Financial Group15$1.56K0.00%00.0%Unchanged
Center for Financial Planning, Inc.14$1.46K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC14$1.46K0.00%00.0%Unchanged
Clark Wealth Partners14$1.46K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.13$1.39K0.00%−227−94.6%Reduced
TFC Financial Management13$1.36K0.00%−1−7.1%Reduced
Oakworth Capital, Inc.13$1.35K0.00%00.0%Unchanged
Kilter Group LLC13$1.35K0.00%+9+225.0%Added
HFM Investment Advisors, LLC11$1.15K0.00%−1−8.3%Reduced
Murphy & Mullick Capital Management Corp11$1.15K0.00%00.0%Unchanged
1015 Capital Partners, LLC11$1.15K0.00%+11New
South State Corp.10$1.04K0.00%00.0%Unchanged
WPG Advisers, LLC10$1.04K0.00%−12−54.5%Reduced
Rakuten Securities, Inc.10$1.04K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC10$1.04K0.00%+2+25.0%Added
Godfrey Financial Associates, Inc.10$1.04K0.00%+10New
Capital Advisors, Ltd. LLC5$1.00K0.00%00.0%Unchanged
Investors Portfolio Services LLC9$9820.00%+9New
HM Payson & Co9$9380.00%00.0%Unchanged
American Capital Advisory, LLC9$9380.00%+1+12.5%Added
Eastern Bank9$9370.00%−291−97.0%Reduced
Cornerstone Financial Management LLC9$9370.00%+9New
ZRC Wealth Management, LLC7$7290.00%−10−58.8%Reduced
St Germain D J Co Inc7$7290.00%00.0%Unchanged
Toth Financial Advisory Corp6$6250.00%+6New
Bogart Wealth, LLC5$5210.00%00.0%Unchanged
Fortis Group Advisors, LLC5$5210.00%00.0%Unchanged
Hughes Financial Services, LLC5$5210.00%00.0%Unchanged
Chilton Capital Management LLC5$5210.00%+5New
Seneschal Advisors, LLC4$4170.00%00.0%Unchanged
Nemes Rush Group LLC4$4170.00%+4New
Strategic Wealth Partners, Ltd.3$3120.00%−42−93.3%Reduced
Private Wealth Asset Management, LLC3$3120.00%00.0%Unchanged
Affinity Wealth LLC3$3120.00%+3New
SOA Wealth Advisors, LLC.2$2200.00%00.0%Unchanged
Hollencrest Capital Management2$2080.00%00.0%Unchanged
Cypress Capital Management LLC (WY)2$2080.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC2$2080.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.2$2080.00%00.0%Unchanged
Dogwood Wealth Management LLC1$1040.00%−5−83.3%Reduced
Aspect Partners, LLC1$1040.00%00.0%Unchanged
Highline Wealth Partners LLC1$1040.00%00.0%Unchanged
Avion Wealth6$00.00%−6−50.0%Reduced
Interval Partners, LP0$00.00%−149,312−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−132,134−100.0%Sold out
Prospector Partners LLC0$00.00%−121,871−100.0%Sold out
Tribune Investment Group LP0$00.00%−120,000−100.0%Sold out
Fisher Asset Management, LLC0$00.00%−113,869−100.0%Sold out
Moore Capital Management, LP0$00.00%−111,560−100.0%Sold out
Oddo BHF Asset Management SAS0$00.00%−69,320−100.0%Sold out
UBS Oconnor LLC0$00.00%−67,987−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−64,173−100.0%Sold out
Summit Wealth Group LLC0$00.00%−136,862−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−46,800−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−32,534−100.0%Sold out
New York Life Investment Management LLC0$00.00%−22,264−100.0%Sold out