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
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
Marshall & Sterling Wealth Advisors Inc.	13	$1.17K	0.00%	00.0%	Unchanged
TFC Financial Management	13	$1.14K	0.00%	00.0%	Unchanged
Oakworth Capital, Inc.	13	$1.13K	0.00%	00.0%	Unchanged
Bayban	13	$1.13K	0.00%	+13	New
Rialto Wealth Management, LLC	12	$1.05K	0.00%	−25−67.6%	Reduced
Capital Analysts, LLC	15	$1.00K	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
South State Corp.	10	$872	0.00%	00.0%	Unchanged
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
1015 Capital Partners, LLC	9	$784	0.00%	−2−18.2%	Reduced
Wall Street Financial Group, Inc.	9	$784	0.00%	+9	New
Strategic Wealth Partners, Ltd.	9	$776	0.00%	+6+200.0%	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
Bartlett & Co. Wealth Management LLC	8	$617	0.00%	+6+300.0%	Added
St Germain D J Co Inc	7	$610	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	6	$523	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
Seneschal Advisors, LLC	4	$349	0.00%	00.0%	Unchanged
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
Principia Wealth Advisory, LLC	3	$261	0.00%	−7−70.0%	Reduced
SOA Wealth Advisors, LLC.	2	$185	0.00%	00.0%	Unchanged
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
Beacon Investment Advisory Services, Inc.	1	$88	0.00%	+1	New
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
Capital Advisors, Ltd. LLC	5	$0	0.00%	00.0%	Unchanged
Avion Wealth	6	$0	0.00%	00.0%	Unchanged
140 Summer Partners LP	0	$0	0.00%	−607,112−100.0%	Sold out
Clark Capital Management Group, Inc.	0	$0	0.00%	−287,504−100.0%	Sold out
Northwest & Ethical Investments L.P.	0	$0	0.00%	−144,280−100.0%	Sold out
Janney Montgomery Scott LLC	0	$0	0.00%	−123,835−100.0%	Sold out
Swiss Life Asset Management Ltd	0	$0	0.00%	−85,786−100.0%	Sold out
Dark Forest Capital Management LP	0	$0	0.00%	−69,904−100.0%	Sold out
Gallo Partners, LP	0	$0	0.00%	−40,980−100.0%	Sold out
Ieq Capital, LLC	0	$0	0.00%	−38,990−100.0%	Sold out
Connor, Clark & Lunn Investment Management Ltd.	0	$0	0.00%	−37,200−100.0%	Sold out
Lombard Odier Asset Management (Europe) Ltd	0	$0	0.00%	−33,877−100.0%	Sold out
XTX Topco Ltd	0	$0	0.00%	−30,654−100.0%	Sold out
USS Investment Management Ltd	0	$0	0.00%	−21,657−100.0%	Sold out
Harmony Asset Management LLC	0	$0	0.00%	−20,425−100.0%	Sold out
Trexquant Investment LP	0	$0	0.00%	−20,156−100.0%	Sold out
ABN AMRO Bank N.V.	0	$0	0.00%	−15,172−100.0%	Sold out
ISAM Funds (UK) Ltd	0	$0	0.00%	−13,911−100.0%	Sold out
SummitTX Capital, L.P.	0	$0	0.00%	−12,756−100.0%	Sold out
Park Avenue Securities LLC	0	$0	0.00%	−12,422−100.0%	Sold out
Fox Run Management, L.L.C.	0	$0	0.00%	−11,380−100.0%	Sold out
Inscription Capital, LLC	0	$0	0.00%	−9,947−100.0%	Sold out
Integrated Quantitative Investments LLC	0	$0	0.00%	−9,386−100.0%	Sold out
PBU - The Pension Fund of Early Childhood & Youth Educators	0	$0	0.00%	−8,524−100.0%	Sold out
PDT Partners, LLC	0	$0	0.00%	−8,400−100.0%	Sold out
Principal Securities, Inc.	0	$0	0.00%	−7,039−100.0%	Sold out
Gilbert & Cook, Inc.	0	$0	0.00%	−5,642−100.0%	Sold out
1832 Asset Management L.P.	0	$0	0.00%	−5,418−100.0%	Sold out
Woodward Diversified Capital, LLC	0	$0	0.00%	−5,164−100.0%	Sold out
MQS Management LLC	0	$0	0.00%	−5,040−100.0%	Sold out
Stevens Capital Management LP	0	$0	0.00%	−4,944−100.0%	Sold out
Accurate Wealth Management, LLC	0	$0	0.00%	−4,392−100.0%	Sold out
Syon Capital LLC	0	$0	0.00%	−4,272−100.0%	Sold out
Pallas Capital Advisors LLC	0	$0	0.00%	−4,211−100.0%	Sold out
Wagner Wealth Management, Corp	0	$0	0.00%	−4,183−100.0%	Sold out
Cynosure Management, LLC	0	$0	0.00%	−4,111−100.0%	Sold out
Globeflex Capital L P	0	$0	0.00%	−4,089−100.0%	Sold out
Perbak Capital Partners LLP	0	$0	0.00%	−4,063−100.0%	Sold out
Buckingham Strategic Partners	0	$0	0.00%	−3,826−100.0%	Sold out
Forum Financial Management, LP	0	$0	0.00%	−3,756−100.0%	Sold out
Prelude Capital Management, LLC	0	$0	0.00%	−3,218−100.0%	Sold out
Camden Capital, LLC	0	$0	0.00%	−3,192−100.0%	Sold out
Childress Capital Advisors, LLC	0	$0	0.00%	−3,159−100.0%	Sold out
HighPoint Advisor Group LLC	0	$0	0.00%	−3,015−100.0%	Sold out
Counterpoint Mutual Funds LLC	0	$0	0.00%	−2,940−100.0%	Sold out
LMR Partners LLP	0	$0	0.00%	−2,927−100.0%	Sold out
Pensionmark Financial Group, LLC	0	$0	0.00%	−2,890−100.0%	Sold out
McGlone Suttner Wealth Management, Inc.	0	$0	0.00%	−2,788−100.0%	Sold out
Two Sigma Securities, LLC	0	$0	0.00%	−2,778−100.0%	Sold out
Prosperity Consulting Group, LLC	0	$0	0.00%	−2,747−100.0%	Sold out
Anb Bank	0	$0	0.00%	−2,668−100.0%	Sold out
Sagespring Wealth Partners, LLC	0	$0	0.00%	−2,662−100.0%	Sold out
Equitable Holdings, Inc.	0	$0	0.00%	−2,642−100.0%	Sold out
R Squared Ltd	0	$0	0.00%	−2,527−100.0%	Sold out
Bill Few Associates, Inc.	0	$0	0.00%	−2,497−100.0%	Sold out
Farringdon Capital, Ltd.	0	$0	0.00%	−2,485−100.0%	Sold out
Oppenheimer Asset Management Inc.	0	$0	0.00%	−2,461−100.0%	Sold out
Sowell Financial Services LLC	0	$0	0.00%	−2,394−100.0%	Sold out
Oxford Asset Management LLP	0	$0	0.00%	−2,388−100.0%	Sold out
Evolve Private Wealth, LLC	0	$0	0.00%	−2,349−100.0%	Sold out