Skip to main content
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, Q2 2026

Institutional positions in PENTAIR plc as of Jun 30, 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
730
−2 vs. Q1 2026
Shares held
152.8M
−104.6K (−0.1%) vs. Q1 2026
Total value
$11.7B
−$1.58B (−11.9%) vs. Q1 2026
New holders
96
265 more added
Sold out
98
259 more reduced

10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 730 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 heldQ2 2026: $11.7B
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, Q2 2026

Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q1 2026.

Institutions holding PNR in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Darwin Advisors, LLC0$680.00%0New
Highline Wealth Partners LLC1$770.00%00.0%Unchanged
Activest Wealth Management1$770.00%+1New
Hollencrest Capital Management2$1530.00%00.0%Unchanged
Cypress Capital Management LLC (WY)2$1530.00%00.0%Unchanged
Comprehensive Financial Planning, Inc.2$1530.00%00.0%Unchanged
Financial Gravity Companies, Inc.2$1530.00%+2New
Lavaca Capital LLC2$1530.00%+2New
Maryland Capital Advisors Inc.2$1540.00%+2New
Strategic Wealth Partners, Ltd.3$2300.00%−6−66.7%Reduced
Motco3$2300.00%+3New
DecisionPoint Financial, LLC4$3060.00%+4New
Cassaday & Co Wealth Management LLC4$3070.00%−31−88.6%Reduced
South State Corp.4$3070.00%−6−60.0%Reduced
Bartlett & Co. Wealth Management LLC4$3070.00%−4−50.0%Reduced
Seneschal Advisors, LLC4$3070.00%00.0%Unchanged
Principia Wealth Advisory, LLC4$3070.00%+1+33.3%Added
Hughes Financial Services, LLC4$3070.00%+3+300.0%Added
Tidemark, LLC4$3070.00%+4New
Fortis Group Advisors, LLC5$3830.00%00.0%Unchanged
Financial Management Professionals, Inc.6$4600.00%−9−60.0%Reduced
1015 Capital Partners, LLC6$4600.00%−3−33.3%Reduced
Glen Eagle Advisors, LLC6$4600.00%+6New
ZRC Wealth Management, LLC7$5370.00%−92−92.9%Reduced
Bare Financial Services, Inc7$5370.00%−61−89.7%Reduced
Addison Advisors LLC7$5370.00%−14−66.7%Reduced
Kilter Group LLC7$5370.00%−11−61.1%Reduced
Bogart Wealth, LLC7$5370.00%−8−53.3%Reduced
St Germain D J Co Inc7$5370.00%00.0%Unchanged
LifeSteps Financial, Inc.7$5370.00%+7New
Strengthening Families & Communities, LLC7$5370.00%+7New
Whipplewood Advisors, LLC8$6130.00%−25−75.8%Reduced
Cullen/Frost Bankers, Inc.8$6130.00%00.0%Unchanged
American Capital Advisory, LLC8$6140.00%+3+60.0%Added
HM Payson & Co9$6900.00%−110−92.4%Reduced
WPG Advisers, LLC10$7670.00%00.0%Unchanged
West Paces Advisors Inc.10$7670.00%+10New
Mosley Wealth Management10$7670.00%+10New
Signature Equity Partners, LLC10$7670.00%+10New
Bay Harbor Wealth Management, LLC11$8430.00%−7−38.9%Reduced
Murphy & Mullick Capital Management Corp11$8430.00%00.0%Unchanged
Aberdeen Wealth Management LLC11$8430.00%+11New
PFS Partners, LLC12$8970.00%−11−47.8%Reduced
HFM Investment Advisors, LLC12$9200.00%+4+50.0%Added
Dunhill Financial, LLC12$9960.00%−6−33.3%Reduced
Oakworth Capital, Inc.13$9970.00%00.0%Unchanged
Bayban13$9970.00%00.0%Unchanged
Cape Investment Advisory, Inc.13$9970.00%+13New
Capital Analysts, LLC15$1.00K0.00%00.0%Unchanged
Avion Wealth14$1.00K0.00%+8+133.3%Added
CKW Financial Group13$1.00K0.00%+13New
Center for Financial Planning, Inc.14$1.07K0.00%00.0%Unchanged
Albion Financial Group15$1.15K0.00%00.0%Unchanged
UMA Financial Services, Inc.15$1.15K0.00%+1+7.1%Added
Creative Capital Management Investments LLC15$1.15K0.00%+15New
Cornerstone Financial Management LLC16$1.23K0.00%−4−20.0%Reduced
Financial Consulate, Inc16$1.23K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC16$1.23K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.16$1.23K0.00%+1+6.7%Added
Synergy Investment Management, LLC19$1.26K0.00%+19New
First Command Advisory Services, Inc.17$1.30K0.00%00.0%Unchanged
TFC Financial Management17$1.31K0.00%+4+30.8%Added
Armstrong Advisory Group, Inc20$1.52K0.00%00.0%Unchanged
Spire Wealth Management20$1.53K0.00%−1−4.8%Reduced
MTM Investment Management, LLC21$1.61K0.00%00.0%Unchanged
Grove Bank & Trust23$1.76K0.00%00.0%Unchanged
CGC Financial Services, LLC23$1.76K0.00%00.0%Unchanged
NBC Securities, Inc.23$1.76K0.00%00.0%Unchanged
Cornerstone Planning Group LLC31$1.96K0.00%+2+6.9%Added
Planning Strategies Inc.26$1.99K0.00%+26New
Smithfield Trust Co23$2.00K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC27$2.07K0.00%+27New
Raffa Wealth Management, LLC28$2.14K0.00%−41−59.4%Reduced
MV Capital Management, Inc.28$2.15K0.00%−11−28.2%Reduced
Financial Network Wealth Advisors LLC28$2.18K0.00%−18−39.1%Reduced
Mowery & Schoenfeld Wealth Management, LLC29$2.23K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC30$2.30K0.04%+1+3.4%Added
J.Safra Asset Management Corp33$2.53K0.00%+33New
Rialto Wealth Management, LLC34$2.61K0.00%+22+183.3%Added
JPL Wealth Management, LLC35$2.68K0.00%−44−55.7%Reduced
Financial Perspectives, Inc36$2.76K0.00%00.0%Unchanged
Webster Bank, N. A.36$2.76K0.00%+36New
Brown, Lisle/Cummings, Inc.38$2.91K0.00%00.0%Unchanged
Arlington Trust Co LLC38$2.91K0.00%00.0%Unchanged
Clear Street Markets LLC38$2.91K0.00%+11+40.7%Added
Ameriflex Group, Inc.38$2.91K0.00%+38New
Moisand Fitzgerald Tamayo, LLC39$2.99K0.00%00.0%Unchanged
Asset Planning,Inc39$2.99K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC39$2.99K0.00%+39New
Farmers & Merchants Trust Co of Chambersburg PA44$3.00K0.00%00.0%Unchanged
Estabrook Capital Management40$3.07K0.00%00.0%Unchanged
DT Investment Partners, LLC44$3.37K0.00%00.0%Unchanged
Truvestments Capital LLC45$3.45K0.00%00.0%Unchanged
Field & Main Bank50$3.83K0.00%−125−71.4%Reduced
MJT & Associates Financial Advisory Group, Inc.50$3.83K0.00%00.0%Unchanged
First Horizon Corp53$4.06K0.00%−5−8.6%Reduced
Sachetta, LLC54$4.14K0.00%−28−34.1%Reduced
NBT Bank N A59$4.52K0.00%+59New
Asset Dedication, LLC61$4.68K0.00%+7+13.0%Added
E Fund Management (Hong Kong) Co., Ltd.62$4.75K0.00%00.0%Unchanged