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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Greykasell Wealth Strategies, Inc. | 65 | $5.66K | 0.00% | +65 | New |
| Innovative Asset Advisors Group, LLC | 65 | $5.66K | 0.00% | +65 | New |
| Private Wealth Management Group, LLC | 65 | $5.66K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 66 | $5.75K | 0.00% | −1,315−95.2% | Reduced |
| Bare Financial Services, Inc | 68 | $5.92K | 0.00% | +68 | New |
| Raffa Wealth Management, LLC | 69 | $6.00K | 0.00% | +41+146.4% | Added |
| MCF Advisors LLC | 72 | $6.27K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 72 | $6.27K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 78 | $6.77K | 0.01% | +12+18.2% | Added |
| JPL Wealth Management, LLC | 79 | $6.88K | 0.00% | +79 | New |
| Sunbelt Securities, Inc. | 81 | $7.06K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 82 | $7.14K | 0.00% | +7+9.3% | Added |
| Prestige Wealth Management Group LLC | 83 | $7.19K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 83 | $7.23K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 84 | $7.32K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 91 | $7.93K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 92 | $8.01K | 0.00% | −56−37.8% | Reduced |
| Millstone Evans Group, LLC | 92 | $8.01K | 0.00% | 00.0% | Unchanged |
| Blueline Advisors LLC | 95 | $8.28K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 99 | $8.62K | 0.00% | +92+1,314.3% | Added |
| Bravera Wealth | 100 | $8.71K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 101 | $8.80K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 106 | $9.11K | 0.00% | −201−65.5% | Reduced |
| Farmers & Merchants Investments Inc | 106 | $9.23K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 108 | $9.41K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 113 | $9.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 114 | $9.93K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 119 | $10.4K | 0.00% | +110+1,222.2% | Added |
| Bruce G. Allen Investments, LLC | 122 | $10.6K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 122 | $10.7K | 0.00% | −831−87.2% | Reduced |
| Basecamp Wealth Advisors LLC | 124 | $10.8K | 0.00% | −5−3.9% | Reduced |
| McMillan Office, Inc. | 125 | $10.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 128 | $11.2K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 137 | $11.9K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 142 | $12.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 148 | $12.9K | 0.00% | −28−15.9% | Reduced |
| Atlantic Union Bankshares Corp | 150 | $13.1K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 150 | $13.1K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 150 | $13.1K | 0.00% | +150 | New |
| Abound Wealth Management | 152 | $13.2K | 0.00% | +21+16.0% | Added |
| Rothschild Investment LLC | 155 | $13.5K | 0.00% | −499−76.3% | Reduced |
| Field & Main Bank | 175 | $15.2K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 188 | $16.4K | 0.00% | −71−27.4% | Reduced |
| SHP Wealth Management | 190 | $16.6K | 0.00% | +23+13.8% | Added |
| Sittner & Nelson, LLC | 196 | $17.1K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 198 | $17.2K | 0.00% | +198 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $17.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 201 | $17.5K | 0.00% | +7+3.6% | Added |
| Hickory Point Bank & Trust | 205 | $17.9K | 0.01% | +205 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 207 | $18.0K | 0.00% | −45−17.9% | Reduced |
| CVA Family Office, LLC | 209 | $18.2K | 0.00% | +192+1,129.4% | Added |
| GHP Investment Advisors, Inc. | 216 | $18.8K | 0.00% | +3+1.4% | Added |
| Private Trust Co NA | 228 | $19.9K | 0.00% | −63−21.6% | Reduced |
| Covestor Ltd | 245 | $21.0K | 0.01% | +88+56.1% | Added |
| Clearstead Advisors, LLC | 246 | $21.4K | 0.00% | −412−62.6% | Reduced |
| Parvin Asset Management, LLC | 250 | $21.8K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 254 | $22.1K | 0.00% | −226−47.1% | Reduced |
| Zions Bancorporation, National Association | 263 | $22.9K | 0.00% | −216−45.1% | Reduced |
| Owl Creek Wealth Partners LLC | 272 | $23.7K | 0.01% | +272 | New |
| Adirondack Trust Co | 300 | $26.1K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 300 | $26.1K | 0.01% | −39−11.5% | Reduced |
| TD Private Client Wealth LLC | 310 | $27.0K | 0.00% | +16+5.4% | Added |
| Fortitude Family Office, LLC | 314 | $27.4K | 0.01% | +34+12.1% | Added |
| New England Capital Financial Advisors LLC | 323 | $28.1K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 342 | $29.8K | 0.02% | +342 | New |
| Pinnacle Wealth Planning Services, Inc. | 354 | $30.8K | 0.00% | −1,510−81.0% | Reduced |
| Parkside Financial Bank & Trust | 360 | $31.4K | 0.00% | +33+10.1% | Added |
| Versant Capital Management, Inc | 363 | $31.6K | 0.00% | −1,469−80.2% | Reduced |
| AdvisorNet Financial, Inc | 400 | $34.8K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 423 | $36.8K | 0.02% | +9+2.2% | Added |
| North Star Investment Management Corp. | 429 | $37.4K | 0.00% | +25+6.2% | Added |
| Onefund, LLC | 450 | $39.0K | 0.03% | −30−6.3% | Reduced |
| Root Financial Partners, LLC | 449 | $39.1K | 0.00% | −56−11.1% | Reduced |
| Quent Capital, LLC | 451 | $39.2K | 0.00% | −186−29.2% | Reduced |
| Key Financial Inc | 463 | $40.3K | 0.01% | −7−1.5% | Reduced |
| TD Waterhouse Canada Inc. | 489 | $42.4K | 0.00% | −83−14.5% | Reduced |
| EFG International AG | 516 | $45.0K | 0.00% | +383+288.0% | Added |
| Medallion Wealth Advisors, LLC | 524 | $45.6K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 526 | $45.8K | 0.05% | +150+39.9% | Added |
| TD Capital Management LLC | 534 | $46.5K | 0.00% | +534 | New |
| Steward Partners Investment Advisory, LLC | 563 | $49.0K | 0.00% | −2,330−80.5% | Reduced |
| Quarry LP | 596 | $51.9K | 0.01% | +536+893.3% | Added |
| USA Financial Portformulas Corp | 658 | $57.3K | 0.01% | −359−35.3% | Reduced |
| Central Trust Co | 659 | $57.4K | 0.00% | −45−6.4% | Reduced |
| Missouri Trust & Investment Co | 660 | $57.5K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 662 | $57.7K | 0.00% | −166−20.0% | Reduced |
| IFP Advisors, Inc | 717 | $62.5K | 0.00% | −91−11.3% | Reduced |
| Huntington National Bank | 730 | $63.6K | 0.00% | −66−8.3% | Reduced |
| Sit Investment Associates Inc | 740 | $64.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 775 | $67.5K | 0.01% | +94+13.8% | Added |
| Bryn Mawr Trust Co | 1,000 | $87.1K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,000 | $87.1K | 0.06% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,010 | $88.0K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,029 | $89.7K | 0.01% | −3,499−77.3% | Reduced |
| Westfuller Advisors, LLC | 1,036 | $90.2K | 0.04% | +2+0.2% | Added |
| Larson Financial Group LLC | 1,255 | $109.4K | 0.00% | +163+14.9% | Added |
| Old Second National Bank of Aurora | 1,320 | $115.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,375 | $119.8K | 0.00% | +89+6.9% | Added |
| Allworth Financial LP | 1,376 | $119.9K | 0.00% | −196−12.5% | Reduced |
| Altshuler Shaham Ltd | 1,416 | $123.3K | 0.00% | +6+0.4% | Added |