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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 2,657 | $231.5K | 0.00% | +209+8.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,626 | $228.8K | 0.00% | −172−6.1% | Reduced |
| Outlook Wealth Advisors, LLC | 2,623 | $228.5K | 0.06% | +18+0.7% | Added |
| ORG Wealth Partners, LLC | 2,584 | $225.1K | 0.04% | −3,376−56.6% | Reduced |
| Apollon Wealth Management, LLC | 2,581 | $224.8K | 0.00% | +2,581 | New |
| Evercore Wealth Management, LLC | 2,577 | $224.5K | 0.00% | −2−0.1% | Reduced |
| Investment Research Partners LLC | 2,541 | $221.4K | 0.09% | −502−16.5% | Reduced |
| Guardian Wealth Advisors, LLC | 2,541 | $221.4K | 0.13% | −56−2.2% | Reduced |
| Diversify Wealth Management, LLC | 2,716 | $219.6K | 0.00% | +2,716 | New |
| Portside Wealth Group, LLC | 2,511 | $218.7K | 0.03% | −807−24.3% | Reduced |
| Boston Private Wealth LLC | 2,447 | $213.1K | 0.01% | +2,447 | New |
| Bank of New Hampshire | 2,440 | $212.5K | 0.05% | −100−3.9% | Reduced |
| Patton Fund Management, Inc. | 2,427 | $211.4K | 0.04% | +238+10.9% | Added |
| Philadelphia Trust Co | 2,399 | $209.0K | 0.01% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 2,385 | $207.8K | 0.04% | −44−1.8% | Reduced |
| Bradley Foster & Sargent Inc | 2,375 | $206.9K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,375 | $206.9K | 0.01% | +418+21.4% | Added |
| National Asset Management, Inc. | 2,460 | $206.6K | 0.01% | −429−14.8% | Reduced |
| Harbour Capital Advisors, LLC | 2,296 | $205.7K | 0.04% | −70−3.0% | Reduced |
| Cary Street Partners Financial LLC | 2,355 | $205.1K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,352 | $204.9K | 0.00% | +124+5.6% | Added |
| Affiance Financial, LLC | 2,351 | $204.8K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,334 | $203.3K | 0.01% | +2,334 | New |
| Aptus Capital Advisors, LLC | 2,324 | $202.4K | 0.00% | −107−4.4% | Reduced |
| Blair William & Co | 2,321 | $202.2K | 0.00% | −577−19.9% | Reduced |
| Mather Group, LLC. | 2,295 | $199.9K | 0.00% | +186+8.8% | Added |
| Groupe la Francaise | 2,274 | $198.1K | 0.00% | −74−3.2% | Reduced |
| Smartleaf Asset Management LLC | 2,355 | $197.9K | 0.01% | +73+3.2% | Added |
| Siemens Fonds Invest GmbH | 2,270 | $197.7K | 0.01% | −1,548−40.5% | Reduced |
| State of Wyoming | 2,117 | $184.4K | 0.02% | −1,736−45.1% | Reduced |
| Farther Finance Advisors, LLC | 2,074 | $179.9K | 0.00% | −378−15.4% | Reduced |
| Brown Brothers Harriman & Co | 2,019 | $175.9K | 0.00% | +1,117+123.8% | Added |
| SBI Okasan Asset Management Co.Ltd. | 2,000 | $168.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,894 | $165.0K | 0.00% | −503−21.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,841 | $160.4K | 0.00% | −4,836−72.4% | Reduced |
| Anchor Investment Management, LLC | 1,728 | $150.6K | 0.01% | +2+0.1% | Added |
| Hantz Financial Services, Inc. | 1,626 | $142.0K | 0.00% | −26,419−94.2% | Reduced |
| MAI Capital Management | 1,540 | $134.2K | 0.00% | +209+15.7% | Added |
| Intesa Sanpaolo Wealth Management | 1,534 | $133.6K | 0.03% | +1,113+264.4% | Added |
| Westpac Banking Corp | 1,524 | $132.8K | 0.01% | +353+30.1% | Added |
| Ameritas Investment Partners, Inc. | 1,494 | $130.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,439 | $125.4K | 0.00% | +77+5.7% | Added |
| Altshuler Shaham Ltd | 1,416 | $123.3K | 0.00% | +6+0.4% | Added |
| Allworth Financial LP | 1,376 | $119.9K | 0.00% | −196−12.5% | Reduced |
| Signaturefd, LLC | 1,375 | $119.8K | 0.00% | +89+6.9% | Added |
| Old Second National Bank of Aurora | 1,320 | $115.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,255 | $109.4K | 0.00% | +163+14.9% | Added |
| Westfuller Advisors, LLC | 1,036 | $90.2K | 0.04% | +2+0.2% | Added |
| Golden State Equity Partners | 1,029 | $89.7K | 0.01% | −3,499−77.3% | Reduced |
| Quaker Wealth Management, LLC | 1,010 | $88.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| LRI Investments, LLC | 775 | $67.5K | 0.01% | +94+13.8% | Added |
| Sit Investment Associates Inc | 740 | $64.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 730 | $63.6K | 0.00% | −66−8.3% | Reduced |
| IFP Advisors, Inc | 717 | $62.5K | 0.00% | −91−11.3% | Reduced |
| Massmutual Trust Co FSB | 662 | $57.7K | 0.00% | −166−20.0% | Reduced |
| Missouri Trust & Investment Co | 660 | $57.5K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 659 | $57.4K | 0.00% | −45−6.4% | Reduced |
| USA Financial Portformulas Corp | 658 | $57.3K | 0.01% | −359−35.3% | Reduced |
| Quarry LP | 596 | $51.9K | 0.01% | +536+893.3% | Added |
| Steward Partners Investment Advisory, LLC | 563 | $49.0K | 0.00% | −2,330−80.5% | Reduced |
| TD Capital Management LLC | 534 | $46.5K | 0.00% | +534 | New |
| Bayforest Capital Ltd | 526 | $45.8K | 0.05% | +150+39.9% | Added |
| Medallion Wealth Advisors, LLC | 524 | $45.6K | 0.01% | 00.0% | Unchanged |
| EFG International AG | 516 | $45.0K | 0.00% | +383+288.0% | Added |
| TD Waterhouse Canada Inc. | 489 | $42.4K | 0.00% | −83−14.5% | Reduced |
| Key Financial Inc | 463 | $40.3K | 0.01% | −7−1.5% | Reduced |
| Quent Capital, LLC | 451 | $39.2K | 0.00% | −186−29.2% | Reduced |
| Root Financial Partners, LLC | 449 | $39.1K | 0.00% | −56−11.1% | Reduced |
| Onefund, LLC | 450 | $39.0K | 0.03% | −30−6.3% | Reduced |
| North Star Investment Management Corp. | 429 | $37.4K | 0.00% | +25+6.2% | Added |
| Cromwell Holdings LLC | 423 | $36.8K | 0.02% | +9+2.2% | Added |
| AdvisorNet Financial, Inc | 400 | $34.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 363 | $31.6K | 0.00% | −1,469−80.2% | Reduced |
| Parkside Financial Bank & Trust | 360 | $31.4K | 0.00% | +33+10.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 354 | $30.8K | 0.00% | −1,510−81.0% | Reduced |
| Clarity Asset Management, Inc. | 342 | $29.8K | 0.02% | +342 | New |
| New England Capital Financial Advisors LLC | 323 | $28.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 314 | $27.4K | 0.01% | +34+12.1% | Added |
| TD Private Client Wealth LLC | 310 | $27.0K | 0.00% | +16+5.4% | Added |
| Cary Street Partner Investment Advisory LLC | 300 | $26.1K | 0.01% | −39−11.5% | Reduced |
| Adirondack Trust Co | 300 | $26.1K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 272 | $23.7K | 0.01% | +272 | New |
| Zions Bancorporation, National Association | 263 | $22.9K | 0.00% | −216−45.1% | Reduced |
| CoreCap Advisors, LLC | 254 | $22.1K | 0.00% | −226−47.1% | Reduced |
| Parvin Asset Management, LLC | 250 | $21.8K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 246 | $21.4K | 0.00% | −412−62.6% | Reduced |
| Covestor Ltd | 245 | $21.0K | 0.01% | +88+56.1% | Added |
| Private Trust Co NA | 228 | $19.9K | 0.00% | −63−21.6% | Reduced |
| GHP Investment Advisors, Inc. | 216 | $18.8K | 0.00% | +3+1.4% | Added |
| CVA Family Office, LLC | 209 | $18.2K | 0.00% | +192+1,129.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 207 | $18.0K | 0.00% | −45−17.9% | Reduced |
| Hickory Point Bank & Trust | 205 | $17.9K | 0.01% | +205 | New |
| JFS Wealth Advisors, LLC | 201 | $17.5K | 0.00% | +7+3.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $17.4K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 198 | $17.2K | 0.00% | +198 | New |
| Sittner & Nelson, LLC | 196 | $17.1K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 190 | $16.6K | 0.00% | +23+13.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 188 | $16.4K | 0.00% | −71−27.4% | Reduced |