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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, 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
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 heldQ1 2026: $13.3B
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, 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
InstitutionSharesValue% of portfolioChange in sharesAction
Parallel Advisors, LLC1,439$125.4K0.00%+77+5.7%Added
Ameritas Investment Partners, Inc.1,494$130.1K0.00%00.0%Unchanged
Westpac Banking Corp1,524$132.8K0.01%+353+30.1%Added
Intesa Sanpaolo Wealth Management1,534$133.6K0.03%+1,113+264.4%Added
MAI Capital Management1,540$134.2K0.00%+209+15.7%Added
Hantz Financial Services, Inc.1,626$142.0K0.00%−26,419−94.2%Reduced
Anchor Investment Management, LLC1,728$150.6K0.01%+2+0.1%Added
Tower Research Capital LLC (TRC)1,841$160.4K0.00%−4,836−72.4%Reduced
Advisory Services Network, LLC1,894$165.0K0.00%−503−21.0%Reduced
SBI Okasan Asset Management Co.Ltd.2,000$168.0K0.01%00.0%Unchanged
Brown Brothers Harriman & Co2,019$175.9K0.00%+1,117+123.8%Added
Farther Finance Advisors, LLC2,074$179.9K0.00%−378−15.4%Reduced
State of Wyoming2,117$184.4K0.02%−1,736−45.1%Reduced
Siemens Fonds Invest GmbH2,270$197.7K0.01%−1,548−40.5%Reduced
Smartleaf Asset Management LLC2,355$197.9K0.01%+73+3.2%Added
Groupe la Francaise2,274$198.1K0.00%−74−3.2%Reduced
Mather Group, LLC.2,295$199.9K0.00%+186+8.8%Added
Blair William & Co2,321$202.2K0.00%−577−19.9%Reduced
Aptus Capital Advisors, LLC2,324$202.4K0.00%−107−4.4%Reduced
Patriot Financial Group Insurance Agency, LLC2,334$203.3K0.01%+2,334New
Affiance Financial, LLC2,351$204.8K0.03%00.0%Unchanged
Ballentine Partners, LLC2,352$204.9K0.00%+124+5.6%Added
Cary Street Partners Financial LLC2,355$205.1K0.01%00.0%Unchanged
Harbour Capital Advisors, LLC2,296$205.7K0.04%−70−3.0%Reduced
National Asset Management, Inc.2,460$206.6K0.01%−429−14.8%Reduced
Bradley Foster & Sargent Inc2,375$206.9K0.00%00.0%Unchanged
Checchi Capital Advisers, LLC2,375$206.9K0.01%+418+21.4%Added
Harvest Investment Services, LLC2,385$207.8K0.04%−44−1.8%Reduced
Philadelphia Trust Co2,399$209.0K0.01%00.0%Unchanged
Patton Fund Management, Inc.2,427$211.4K0.04%+238+10.9%Added
Bank of New Hampshire2,440$212.5K0.05%−100−3.9%Reduced
Boston Private Wealth LLC2,447$213.1K0.01%+2,447New
Portside Wealth Group, LLC2,511$218.7K0.03%−807−24.3%Reduced
Diversify Wealth Management, LLC2,716$219.6K0.00%+2,716New
Guardian Wealth Advisors, LLC2,541$221.4K0.13%−56−2.2%Reduced
Investment Research Partners LLC2,541$221.4K0.09%−502−16.5%Reduced
Evercore Wealth Management, LLC2,577$224.5K0.00%−2−0.1%Reduced
Apollon Wealth Management, LLC2,581$224.8K0.00%+2,581New
ORG Wealth Partners, LLC2,584$225.1K0.04%−3,376−56.6%Reduced
Outlook Wealth Advisors, LLC2,623$228.5K0.06%+18+0.7%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,626$228.8K0.00%−172−6.1%Reduced
Ci Investments Inc.2,657$231.5K0.00%+209+8.5%Added
Valeo Financial Advisors, LLC2,676$233.1K0.01%+2,676New
Zacks Investment Management2,719$236.8K0.00%−482,948−99.4%Reduced
GEN Financial Management, INC.2,734$238.2K0.15%−491−15.2%Reduced
LVW Advisors, LLC2,805$244.3K0.02%−217−7.2%Reduced
CWM Advisors, LLC2,825$246.1K0.01%+188+7.1%Added
Vise Technologies, Inc.2,389$248.8K0.00%00.0%Unchanged
Ostrum Asset Management2,885$251.3K0.01%+1,151+66.4%Added
Sound Financial Strategies Group, LLC2,887$251.5K0.17%−3,277−53.2%Reduced
First Affirmative Financial Network2,898$252.5K0.10%+2,898New
Applied Finance Capital Management, LLC2,901$252.7K0.02%+417+16.8%Added
Seed Wealth Management, Inc.2,929$255.1K0.18%00.0%Unchanged
Scientech Research LLC2,943$256.4K0.21%+2,943New
TSFG, LLC2,948$257.0K0.04%00.0%Unchanged
Assetmark, Inc2,961$258.0K0.00%−626−17.5%Reduced
Oslo Pensjonsforsikring AS2,973$259.0K0.04%+2,973New
Pflug Koory, LLC2,978$259.4K0.12%−200−6.3%Reduced
OneAscent Investment Solutions LLC2,987$260.2K0.26%−1,407−32.0%Reduced
Fidelis Capital Partners, LLC3,062$266.7K0.02%+554+22.1%Added
Davenport & Co LLC3,072$267.6K0.00%+19+0.6%Added
BTG Pactual Asset Management US LLC3,107$270.7K0.03%+3,107New
nVerses Capital, LLC3,115$271.3K0.25%+29+0.9%Added
Skandinaviska Enskilda Banken AB (publ)3,168$276.0K0.01%−11,765−78.8%Reduced
Capula Management Ltd3,205$279.2K0.00%+1,149+55.9%Added
AlTi Global, Inc.3,215$280.1K0.01%+880+37.7%Added
Corient IA LLC3,220$280.5K0.26%−780−19.5%Reduced
Meridian Investment Counsel Inc.3,241$282.3K0.07%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.3,256$283.6K0.12%−265−7.5%Reduced
National Bank of Canada3,254$283.9K0.00%+773+31.2%Added
CX Institutional3,308$288.0K0.01%−362−9.9%Reduced
Azimuth Capital Investment Management LLC3,400$296.2K0.01%00.0%Unchanged
PFG Investments, LLC3,422$298.1K0.01%+8+0.2%Added
Alan B. Lancz & Associates, Inc.3,442$299.8K0.29%−300−8.0%Reduced
World Equity Group, Inc.3,448$300.4K0.08%00.0%Unchanged
Board of the Pension Protection Fund3,500$304.9K0.28%+3,200+1,066.7%Added
Fifth Third Bancorp3,502$305.1K0.00%+271+8.4%Added
Lecap Asset Management Ltd3,505$305.3K0.11%+3,505New
Smith Shellnut Wilson LLC3,511$305.8K0.13%00.0%Unchanged
United Capital Financial Advisers, LLC3,547$309.0K0.00%+1,586+80.9%Added
Brinker Capital Investments, LLC3,566$310.6K0.00%−2,719−43.3%Reduced
Quantitative Investment Management, LLC3,600$313.0K0.03%+3,600New
Vestcor Inc3,602$314.0K0.01%00.0%Unchanged
Buska Wealth Management, LLC3,706$322.8K0.13%−13−0.3%Reduced
Gen-Wealth Partners Inc3,718$323.8K0.10%+170+4.8%Added
Kingsview Wealth Management, LLC3,736$325.4K0.00%−154−4.0%Reduced
Burney Co3,741$325.9K0.01%−258−6.5%Reduced
Argyle Capital Management Inc.3,766$328.1K0.11%00.0%Unchanged
Skopos Labs, Inc.3,803$331.2K0.01%+1,491+64.5%Added
J. Safra Sarasin Holding AG3,818$332.1K0.01%−14,743−79.4%Reduced
Calamos Wealth Management LLC3,865$336.7K0.01%+3,865New
BSW Wealth Partners3,881$338.1K0.04%+1,393+56.0%Added
Arkadios Wealth Advisors3,928$342.2K0.01%+115+3.0%Added
Waterloo Capital, L.P.3,930$342.3K0.02%−153−3.7%Reduced
Strategic Blueprint, LLC3,968$345.6K0.02%−1,675−29.7%Reduced
EverSource Wealth Advisors, LLC4,026$350.7K0.01%−1,736−30.1%Reduced
Meeder Advisory Services, Inc.4,041$352.0K0.01%−1,052−20.7%Reduced
Greenleaf Trust4,067$354.3K0.00%+626+18.2%Added
Marble Harbor Investment Counsel, LLC4,080$355.4K0.04%00.0%Unchanged
Leavell Investment Management, Inc.4,088$356.1K0.01%00.0%Unchanged