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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
Field & Main Bank175$15.2K0.00%00.0%Unchanged
Rothschild Investment LLC155$13.5K0.00%−499−76.3%Reduced
Abound Wealth Management152$13.2K0.00%+21+16.0%Added
Atlantic Union Bankshares Corp150$13.1K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC150$13.1K0.00%00.0%Unchanged
Westside Investment Management, Inc.150$13.1K0.00%+150New
Ronald Blue Trust, Inc.148$12.9K0.00%−28−15.9%Reduced
Wilkerson Advisory Group LLC142$12.4K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC137$11.9K0.00%00.0%Unchanged
Colonial Trust Co128$11.2K0.00%00.0%Unchanged
McMillan Office, Inc.125$10.9K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC124$10.8K0.00%−5−3.9%Reduced
Transamerica Financial Advisors, Inc.122$10.7K0.00%−831−87.2%Reduced
Bruce G. Allen Investments, LLC122$10.6K0.01%00.0%Unchanged
HM Payson & Co119$10.4K0.00%+110+1,222.2%Added
Bell Investment Advisors, Inc114$9.93K0.00%00.0%Unchanged
Acumen Wealth Advisors, LLC113$9.84K0.00%00.0%Unchanged
McIlrath & Eck, LLC108$9.41K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc106$9.23K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.106$9.11K0.00%−201−65.5%Reduced
Princeton Global Asset Management LLC101$8.80K0.00%00.0%Unchanged
Bravera Wealth100$8.71K0.00%00.0%Unchanged
ZRC Wealth Management, LLC99$8.62K0.00%+92+1,314.3%Added
Blueline Advisors LLC95$8.28K0.01%00.0%Unchanged
Meeder Asset Management Inc92$8.01K0.00%−56−37.8%Reduced
Millstone Evans Group, LLC92$8.01K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC91$7.93K0.00%00.0%Unchanged
Birchwood Financial Partners, Inc.84$7.32K0.01%00.0%Unchanged
Manchester Capital Management LLC83$7.23K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC83$7.19K0.00%00.0%Unchanged
Sachetta, LLC82$7.14K0.00%+7+9.3%Added
Sunbelt Securities, Inc.81$7.06K0.00%00.0%Unchanged
JPL Wealth Management, LLC79$6.88K0.00%+79New
Ares Financial Consulting, LLC78$6.77K0.01%+12+18.2%Added
MCF Advisors LLC72$6.27K0.00%00.0%Unchanged
Olistico Wealth, LLC72$6.27K0.00%00.0%Unchanged
Raffa Wealth Management, LLC69$6.00K0.00%+41+146.4%Added
Bare Financial Services, Inc68$5.92K0.00%+68New
Simplex Trading, LLC66$5.75K0.00%−1,315−95.2%Reduced
Private Wealth Management Group, LLC65$5.66K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.65$5.66K0.00%+65New
Innovative Asset Advisors Group, LLC65$5.66K0.00%+65New
Frazier Financial Advisors, LLC64$5.58K0.00%00.0%Unchanged
Rossby Financial, LCC64$5.55K0.00%+15+30.6%Added
Golden State Wealth Management, LLC62$5.43K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.62$5.40K0.00%00.0%Unchanged
First Horizon Corp58$5.05K0.00%+5+9.4%Added
Asset Dedication, LLC54$4.70K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.50$4.36K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC46$4.03K0.00%00.0%Unchanged
Marquette Asset Management, LLC46$4.01K0.00%+46New
Farmers & Merchants Trust Co of Chambersburg PA44$4.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC45$4.00K0.00%+29+181.3%Added
Truvestments Capital LLC45$3.92K0.00%+45New
DT Investment Partners, LLC44$3.83K0.00%00.0%Unchanged
First Pacific Financial43$3.75K0.00%+43New
SJS Investment Consulting Inc.42$3.66K0.00%−69−62.2%Reduced
Vermillion Wealth Management, Inc.41$3.60K0.00%+12+41.4%Added
Estabrook Capital Management40$3.48K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC39$3.40K0.00%00.0%Unchanged
MV Capital Management, Inc.39$3.40K0.00%+13+50.0%Added
Asset Planning,Inc39$3.40K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.38$3.31K0.00%00.0%Unchanged
Arlington Trust Co LLC38$3.31K0.00%+38New
True Wealth Design, LLC36$3.14K0.00%−552−93.9%Reduced
Financial Perspectives, Inc36$3.14K0.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC35$3.05K0.00%+35New
Ogorek Anthony Joseph38$3.00K0.00%00.0%Unchanged
Whipplewood Advisors, LLC33$2.88K0.00%+33New
Mowery & Schoenfeld Wealth Management, LLC29$2.53K0.00%00.0%Unchanged
Sound Income Strategies, LLC29$2.53K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC29$2.53K0.05%00.0%Unchanged
Dogwood Wealth Management LLC28$2.44K0.00%+27+2,700.0%Added
Clear Street Markets LLC27$2.35K0.00%−791−96.7%Reduced
Cornerstone Planning Group LLC29$2.18K0.00%−130−81.8%Reduced
Raleigh Capital Management Inc.24$2.09K0.00%−2,639−99.1%Reduced
RMG Wealth Management LLC27$2.05K0.00%+27New
PFS Partners, LLC23$2.03K0.00%−12−34.3%Reduced
Grove Bank & Trust23$2.00K0.00%00.0%Unchanged
CGC Financial Services, LLC23$2.00K0.00%00.0%Unchanged
NBC Securities, Inc.23$2.00K0.00%00.0%Unchanged
Smithfield Trust Co23$2.00K0.00%00.0%Unchanged
Addison Advisors LLC21$1.83K0.00%+21New
Spire Wealth Management21$1.83K0.00%−22−51.2%Reduced
MTM Investment Management, LLC21$1.83K0.00%00.0%Unchanged
Cornerstone Financial Management LLC20$1.74K0.00%+11+122.2%Added
Armstrong Advisory Group, Inc20$1.73K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.18$1.57K0.00%−49−73.1%Reduced
Dunhill Financial, LLC18$1.57K0.00%00.0%Unchanged
Clark Wealth Partners18$1.57K0.00%+4+28.6%Added
Kilter Group LLC18$1.57K0.00%+5+38.5%Added
Bay Harbor Wealth Management, LLC18$1.57K0.00%+2+12.5%Added
Essential Partners LLC17$1.48K0.00%−781−97.9%Reduced
First Command Advisory Services, Inc.17$1.48K0.00%00.0%Unchanged
Financial Consulate, Inc16$1.39K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC16$1.39K0.00%00.0%Unchanged
Financial Management Professionals, Inc.15$1.31K0.00%−37−71.2%Reduced
Albion Financial Group15$1.31K0.00%00.0%Unchanged
Bogart Wealth, LLC15$1.31K0.00%+10+200.0%Added
Washington Trust Advisors, Inc.15$1.31K0.00%+15New