PENTAIR plc

PNR

Exchange: NYSE
Industry: Special Industry Machinery (No Metalworking Machinery)
SEC CIK: 0000077360

SEC filings (opens in a new tab)

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, Q1 2026

Institutional positions in PENTAIR plc as of Mar 31, 2026. 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: 742; −34 vs. Q4 2025
Shares held: 152.9M; +19.7M (+14.7%) vs. Q4 2025
Total value: $13.3B; −$534.1M (−3.9%) vs. Q4 2025
New holders: 81; 233 more added
Sold out: 115; 292 more reduced

11 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 742 institutions

Value heldQ1 2026: $13.3B

Institutions holding PNR and their total value by quarter
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, Q1 2026

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q4 2025.

Institutions holding PNR in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Capital Advisors, Ltd. LLC	5	$0	0.00%	00.0%	Unchanged
Avion Wealth	6	$0	0.00%	00.0%	Unchanged
Park Square Financial Group, LLC	1	$87	0.00%	−433−99.8%	Reduced
Hughes Financial Services, LLC	1	$87	0.00%	−4−80.0%	Reduced
Highline Wealth Partners LLC	1	$87	0.00%	00.0%	Unchanged
Beacon Investment Advisory Services, Inc.	1	$88	0.00%	+1	New
Hollencrest Capital Management	2	$174	0.00%	00.0%	Unchanged
Cypress Capital Management LLC (WY)	2	$174	0.00%	00.0%	Unchanged
Comprehensive Financial Planning, Inc.	2	$174	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	2	$174	0.00%	+2	New
SOA Wealth Advisors, LLC.	2	$185	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	3	$261	0.00%	−7−70.0%	Reduced
Nemes Rush Group LLC	4	$348	0.00%	00.0%	Unchanged
Aspect Partners, LLC	4	$348	0.00%	+3+300.0%	Added
Davis Capital Management	4	$348	0.00%	+4	New
Seneschal Advisors, LLC	4	$349	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	5	$436	0.00%	−4−44.4%	Reduced
Fortis Group Advisors, LLC	5	$436	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	6	$523	0.00%	00.0%	Unchanged
St Germain D J Co Inc	7	$610	0.00%	00.0%	Unchanged
Bartlett & Co. Wealth Management LLC	8	$617	0.00%	+6+300.0%	Added
Cullen/Frost Bankers, Inc.	8	$697	0.00%	−51−86.4%	Reduced
HFM Investment Advisors, LLC	8	$697	0.00%	−3−27.3%	Reduced
Strategic Wealth Partners, Ltd.	9	$776	0.00%	+6+200.0%	Added
1015 Capital Partners, LLC	9	$784	0.00%	−2−18.2%	Reduced
Wall Street Financial Group, Inc.	9	$784	0.00%	+9	New
Geneos Wealth Management Inc.	10	$871	0.00%	−17−63.0%	Reduced
WPG Advisers, LLC	10	$871	0.00%	00.0%	Unchanged
Godfrey Financial Associates, Inc.	10	$871	0.00%	00.0%	Unchanged
South State Corp.	10	$872	0.00%	00.0%	Unchanged
Murphy & Mullick Capital Management Corp	11	$958	0.00%	00.0%	Unchanged
Intentional Wealth Strategies, LLC	11	$958	0.00%	+11	New
Capital Analysts, LLC	15	$1.00K	0.00%	00.0%	Unchanged
Rialto Wealth Management, LLC	12	$1.05K	0.00%	−25−67.6%	Reduced
Oakworth Capital, Inc.	13	$1.13K	0.00%	00.0%	Unchanged
Bayban	13	$1.13K	0.00%	+13	New
TFC Financial Management	13	$1.14K	0.00%	00.0%	Unchanged
Marshall & Sterling Wealth Advisors Inc.	13	$1.17K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	14	$1.22K	0.00%	00.0%	Unchanged
Legacy Wealth Managment, LLC	14	$1.22K	0.00%	00.0%	Unchanged
UMA Financial Services, Inc.	14	$1.22K	0.00%	+14	New
Caitong International Asset Management Co., Ltd	14	$1.22K	0.00%	+14	New
Financial Management Professionals, Inc.	15	$1.31K	0.00%	−37−71.2%	Reduced
Albion Financial Group	15	$1.31K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	15	$1.31K	0.00%	+10+200.0%	Added
Washington Trust Advisors, Inc.	15	$1.31K	0.00%	+15	New
Financial Consulate, Inc	16	$1.39K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	16	$1.39K	0.00%	00.0%	Unchanged
Essential Partners LLC	17	$1.48K	0.00%	−781−97.9%	Reduced
First Command Advisory Services, Inc.	17	$1.48K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	18	$1.57K	0.00%	+2+12.5%	Added
Keating Financial Advisory Services, Inc.	18	$1.57K	0.00%	−49−73.1%	Reduced
Dunhill Financial, LLC	18	$1.57K	0.00%	00.0%	Unchanged
Clark Wealth Partners	18	$1.57K	0.00%	+4+28.6%	Added
Kilter Group LLC	18	$1.57K	0.00%	+5+38.5%	Added
Armstrong Advisory Group, Inc	20	$1.73K	0.00%	00.0%	Unchanged
Cornerstone Financial Management LLC	20	$1.74K	0.00%	+11+122.2%	Added
Spire Wealth Management	21	$1.83K	0.00%	−22−51.2%	Reduced
MTM Investment Management, LLC	21	$1.83K	0.00%	00.0%	Unchanged
Addison Advisors LLC	21	$1.83K	0.00%	+21	New
Smithfield Trust Co	23	$2.00K	0.00%	00.0%	Unchanged
NBC Securities, Inc.	23	$2.00K	0.00%	00.0%	Unchanged
Grove Bank & Trust	23	$2.00K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	23	$2.00K	0.00%	00.0%	Unchanged
PFS Partners, LLC	23	$2.03K	0.00%	−12−34.3%	Reduced
RMG Wealth Management LLC	27	$2.05K	0.00%	+27	New
Raleigh Capital Management Inc.	24	$2.09K	0.00%	−2,639−99.1%	Reduced
Cornerstone Planning Group LLC	29	$2.18K	0.00%	−130−81.8%	Reduced
Clear Street Markets LLC	27	$2.35K	0.00%	−791−96.7%	Reduced
Dogwood Wealth Management LLC	28	$2.44K	0.00%	+27+2,700.0%	Added
ROSS\JOHNSON & Associates LLC	29	$2.53K	0.05%	00.0%	Unchanged
Sound Income Strategies, LLC	29	$2.53K	0.00%	00.0%	Unchanged
Mowery & Schoenfeld Wealth Management, LLC	29	$2.53K	0.00%	00.0%	Unchanged
Whipplewood Advisors, LLC	33	$2.88K	0.00%	+33	New
Ogorek Anthony Joseph	38	$3.00K	0.00%	00.0%	Unchanged
Cassaday & Co Wealth Management LLC	35	$3.05K	0.00%	+35	New
True Wealth Design, LLC	36	$3.14K	0.00%	−552−93.9%	Reduced
Financial Perspectives, Inc	36	$3.14K	0.00%	00.0%	Unchanged
Brown, Lisle/Cummings, Inc.	38	$3.31K	0.00%	00.0%	Unchanged
Arlington Trust Co LLC	38	$3.31K	0.00%	+38	New
Asset Planning,Inc	39	$3.40K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	39	$3.40K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	39	$3.40K	0.00%	+13+50.0%	Added
Estabrook Capital Management	40	$3.48K	0.00%	00.0%	Unchanged
Vermillion Wealth Management, Inc.	41	$3.60K	0.00%	+12+41.4%	Added
SJS Investment Consulting Inc.	42	$3.66K	0.00%	−69−62.2%	Reduced
First Pacific Financial	43	$3.75K	0.00%	+43	New
DT Investment Partners, LLC	44	$3.83K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	45	$3.92K	0.00%	+45	New
Farmers & Merchants Trust Co of Chambersburg PA	44	$4.00K	0.00%	00.0%	Unchanged
GW&K Investment Management, LLC	45	$4.00K	0.00%	+29+181.3%	Added
Marquette Asset Management, LLC	46	$4.01K	0.00%	+46	New
Financial Network Wealth Advisors LLC	46	$4.03K	0.00%	00.0%	Unchanged
MJT & Associates Financial Advisory Group, Inc.	50	$4.36K	0.00%	00.0%	Unchanged
Asset Dedication, LLC	54	$4.70K	0.00%	00.0%	Unchanged
First Horizon Corp	58	$5.05K	0.00%	+5+9.4%	Added
E Fund Management (Hong Kong) Co., Ltd.	62	$5.40K	0.00%	00.0%	Unchanged
Golden State Wealth Management, LLC	62	$5.43K	0.00%	00.0%	Unchanged
Rossby Financial, LCC	64	$5.55K	0.00%	+15+30.6%	Added
Frazier Financial Advisors, LLC	64	$5.58K	0.00%	00.0%	Unchanged