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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding PENTAIR plc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Frazier Financial Advisors, LLC | 64 | $4.91K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 64 | $5.00K | 0.00% | +19+42.2% | Added |
| CVA Family Office, LLC | 66 | $5.06K | 0.00% | −143−68.4% | Reduced |
| United Financial Planning Group LLC | 66 | $5.06K | 0.00% | +66 | New |
| Downshift Financial, LLC | 69 | $5.29K | 0.00% | +69 | New |
| Byrne Asset Management LLC | 70 | $5.37K | 0.00% | +70 | New |
| MCF Advisors LLC | 72 | $5.52K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 72 | $5.52K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 76 | $5.83K | 0.00% | +76 | New |
| Colonial Trust Advisors | 77 | $5.90K | 0.00% | +77 | New |
| Ares Financial Consulting, LLC | 78 | $5.98K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 78 | $5.98K | 0.00% | −5−6.0% | Reduced |
| Prestige Wealth Management Group LLC | 81 | $6.17K | 0.00% | −2−2.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 81 | $6.21K | 0.00% | +63+350.0% | Added |
| Bruce G. Allen Investments, LLC | 82 | $6.29K | 0.00% | −40−32.8% | Reduced |
| Rossby Financial, LCC | 82 | $6.29K | 0.00% | +18+28.1% | Added |
| Central Pacific Bank - Trust Division | 83 | $6.36K | 0.00% | +83 | New |
| Birchwood Financial Partners, Inc. | 84 | $6.44K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 90 | $6.90K | 0.00% | −506−84.9% | Reduced |
| Action Point Financial Planning, LLC | 93 | $6.97K | 0.00% | +93 | New |
| Harbor Investment Advisory, LLC | 91 | $6.98K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 91 | $6.98K | 0.00% | +26+40.0% | Added |
| Millstone Evans Group, LLC | 92 | $7.05K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 93 | $7.13K | 0.00% | −3,163−97.1% | Reduced |
| Versant Capital Management, Inc | 93 | $7.13K | 0.00% | −270−74.4% | Reduced |
| Blueline Advisors LLC | 95 | $7.28K | 0.01% | 00.0% | Unchanged |
| Bravera Wealth | 100 | $7.67K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 101 | $7.74K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 105 | $8.05K | 0.00% | +101+2,525.0% | Added |
| Colonial Trust Co | 106 | $8.13K | 0.00% | −22−17.2% | Reduced |
| Farmers & Merchants Investments Inc | 106 | $8.13K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 114 | $8.74K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 115 | $8.82K | 0.00% | −9−7.3% | Reduced |
| McMillan Office, Inc. | 125 | $9.58K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 135 | $10.3K | 0.00% | −13−8.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 137 | $10.5K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 142 | $10.9K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 147 | $11.3K | 0.00% | +25+20.5% | Added |
| Abound Wealth Management | 148 | $11.4K | 0.00% | −4−2.6% | Reduced |
| Crewe Advisors LLC | 149 | $11.4K | 0.00% | +149 | New |
| Atlantic Union Bankshares Corp | 150 | $11.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 150 | $11.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 150 | $11.5K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 151 | $11.6K | 0.00% | −39−20.5% | Reduced |
| JFS Wealth Advisors, LLC | 154 | $11.8K | 0.00% | −47−23.4% | Reduced |
| Anchor Bay Capital, Inc. | 178 | $11.9K | 0.01% | +178 | New |
| Private Trust Co NA | 177 | $13.6K | 0.00% | −51−22.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 188 | $14.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 189 | $14.4K | 0.00% | −300−61.3% | Reduced |
| Sittner & Nelson, LLC | 196 | $15.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $15.3K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $15.3K | 0.00% | +200 | New |
| AdvisorNet Financial, Inc | 205 | $15.7K | 0.00% | −195−48.8% | Reduced |
| Hickory Point Bank & Trust | 205 | $15.7K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 209 | $16.0K | 0.00% | +209 | New |
| GHP Investment Advisors, Inc. | 216 | $16.6K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 220 | $16.9K | 0.00% | −2,364−91.5% | Reduced |
| EFG International AG | 223 | $17.1K | 0.00% | −293−56.8% | Reduced |
| Salomon & Ludwin, LLC | 227 | $17.3K | 0.00% | +227 | New |
| Group One Trading, L.P. | 240 | $18.4K | 0.00% | −7,691−97.0% | Reduced |
| Cromwell Holdings LLC | 242 | $18.6K | 0.01% | −181−42.8% | Reduced |
| Parvin Asset Management, LLC | 250 | $19.2K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 272 | $20.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 288 | $22.1K | 0.00% | +288 | New |
| Adirondack Trust Co | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 314 | $24.1K | 0.00% | +51+19.4% | Added |
| Fortitude Family Office, LLC | 316 | $24.2K | 0.00% | +2+0.6% | Added |
| New England Capital Financial Advisors LLC | 323 | $24.8K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 327 | $25.1K | 0.01% | +327 | New |
| True Wealth Design, LLC | 341 | $26.1K | 0.01% | +305+847.2% | Added |
| CoreCap Advisors, LLC | 344 | $26.4K | 0.00% | +90+35.4% | Added |
| North Star Investment Management Corp. | 349 | $26.8K | 0.00% | −80−18.6% | Reduced |
| Quent Capital, LLC | 357 | $27.4K | 0.00% | −94−20.8% | Reduced |
| SJS Investment Consulting Inc. | 365 | $28.0K | 0.00% | +323+769.0% | Added |
| Covestor Ltd | 370 | $28.0K | 0.02% | +125+51.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 376 | $28.8K | 0.00% | +22+6.2% | Added |
| Geneos Wealth Management Inc. | 381 | $29.2K | 0.00% | +371+3,710.0% | Added |
| Parkside Financial Bank & Trust | 419 | $32.1K | 0.00% | +59+16.4% | Added |
| University of Texas/Texas Am Investment Managment Co | 430 | $33.0K | 0.00% | +430 | New |
| Onefund, LLC | 441 | $33.8K | 0.02% | −9−2.0% | Reduced |
| Security National Bank of So Dak | 450 | $34.5K | 0.02% | +450 | New |
| Key Financial Inc | 463 | $35.5K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 524 | $40.2K | 0.01% | 00.0% | Unchanged |
| USA Financial Formulas | 524 | $40.2K | 0.01% | +524 | New |
| TD Capital Management LLC | 534 | $40.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 540 | $41.4K | 0.00% | −122−18.4% | Reduced |
| IFG Advisory, LLC | 576 | $44.2K | 0.00% | +576 | New |
| Hilltop National Bank | 607 | $46.5K | 0.01% | +607 | New |
| Central Trust Co | 659 | $50.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 672 | $51.5K | 0.00% | +362+116.8% | Added |
| Los Angeles Capital Management LLC | 686 | $52.6K | 0.00% | −9,113−93.0% | Reduced |
| Essential Partners LLC | 743 | $57.0K | 0.03% | +726+4,270.6% | Added |
| IFP Advisors, Inc | 838 | $64.2K | 0.00% | +121+16.9% | Added |
| Institute for Wealth Management, LLC. | 858 | $65.8K | 0.01% | +858 | New |
| Westfuller Advisors, LLC | 925 | $70.9K | 0.03% | −111−10.7% | Reduced |
| Hoese & Co LLP | 1,000 | $76.7K | 0.05% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,000 | $76.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,005 | $77.1K | 0.00% | −250−19.9% | Reduced |
| Quaker Wealth Management, LLC | 1,005 | $77.1K | 0.02% | −5−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,407 | $107.9K | 0.00% | −87−5.8% | Reduced |