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 |
|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 1,416 | $108.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,467 | $112.4K | 0.00% | +92+6.7% | Added |
| Parallel Advisors, LLC | 1,482 | $113.6K | 0.00% | +43+3.0% | Added |
| Huntington National Bank | 1,527 | $117.1K | 0.00% | +797+109.2% | Added |
| LRI Investments, LLC | 1,584 | $121.4K | 0.01% | +809+104.4% | Added |
| Farther Finance Advisors, LLC | 1,614 | $123.7K | 0.00% | −460−22.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,658 | $127.1K | 0.00% | −183−9.9% | Reduced |
| Anchor Investment Management, LLC | 1,731 | $132.7K | 0.01% | +3+0.2% | Added |
| Vermillion Wealth Management, Inc. | 1,971 | $151.1K | 0.04% | +1,930+4,707.3% | Added |
| SBI Okasan Asset Management Co.Ltd. | 2,000 | $152.6K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,003 | $153.6K | 0.03% | +2,003 | New |
| Westpac Banking Corp | 2,007 | $153.9K | 0.01% | +483+31.7% | Added |
| Allworth Financial LP | 2,230 | $171.0K | 0.00% | +854+62.1% | Added |
| Siemens Fonds Invest GmbH | 2,270 | $174.0K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 2,292 | $175.7K | 0.00% | +18+0.8% | Added |
| Simplex Trading, LLC | 2,310 | $177.1K | 0.00% | +2,244+3,400.0% | Added |
| Smartleaf Asset Management LLC | 2,355 | $179.8K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,440 | $187.1K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,482 | $190.3K | 0.00% | +2,236+908.9% | Added |
| Global Retirement Partners, LLC | 2,556 | $195.9K | 0.00% | +2,556 | New |
| Assetmark, Inc | 2,566 | $196.7K | 0.00% | −395−13.3% | Reduced |
| Outlook Wealth Advisors, LLC | 2,681 | $205.6K | 0.04% | +58+2.2% | Added |
| Davenport & Co LLC | 2,716 | $208.2K | 0.00% | −356−11.6% | Reduced |
| GEN Financial Management, INC. | 2,723 | $208.7K | 0.12% | −11−0.4% | Reduced |
| Guardian Wealth Advisors, LLC | 2,766 | $212.0K | 0.11% | +225+8.9% | Added |
| LVW Advisors, LLC | 2,801 | $214.7K | 0.02% | −4−0.1% | Reduced |
| Apollon Wealth Management, LLC | 2,806 | $215.1K | 0.00% | +225+8.7% | Added |
| EverSource Wealth Advisors, LLC | 2,884 | $221.1K | 0.01% | −1,142−28.4% | Reduced |
| Seed Wealth Management, Inc. | 2,929 | $224.5K | 0.14% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 2,936 | $225.1K | 0.00% | +2,936 | New |
| TSFG, LLC | 2,948 | $226.0K | 0.03% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,961 | $227.0K | 0.01% | −101−3.3% | Reduced |
| Claret Asset Management Corp | 2,957 | $227.0K | 0.02% | +2,957 | New |
| Pflug Koory, LLC | 2,978 | $228.3K | 0.09% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 2,980 | $228.4K | 0.01% | −188−5.9% | Reduced |
| Brinker Capital Investments, LLC | 3,003 | $230.2K | 0.00% | −563−15.8% | Reduced |
| Sound Financial Strategies Group, LLC | 3,010 | $230.7K | 0.15% | +123+4.3% | Added |
| Plan A Wealth LLC | 3,052 | $234.0K | 0.10% | +3,052 | New |
| Krilogy Financial LLC | 3,059 | $234.5K | 0.01% | +3,059 | New |
| Meridian Investment Counsel Inc. | 3,127 | $239.7K | 0.05% | −114−3.5% | Reduced |
| Norden Group LLC | 3,204 | $245.6K | 0.02% | −2,027−38.7% | Reduced |
| Corient IA LLC | 3,220 | $246.8K | 0.23% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,241 | $248.5K | 0.01% | +3,086+1,991.0% | Added |
| Mather Group, LLC. | 3,242 | $248.6K | 0.00% | +947+41.3% | Added |
| Integrated Wealth Concepts LLC | 3,251 | $249.2K | 0.00% | −1,410−30.3% | Reduced |
| AlTi Global, Inc. | 3,298 | $252.8K | 0.01% | +83+2.6% | Added |
| Gen-Wealth Partners Inc | 3,343 | $256.2K | 0.07% | −375−10.1% | Reduced |
| Dana Investment Advisors, Inc. | 3,353 | $257.0K | 0.01% | +3,353 | New |
| Blair William & Co | 3,379 | $259.0K | 0.00% | +1,058+45.6% | Added |
| Buckingham Strategic Partners | 3,396 | $260.4K | 0.00% | +3,396 | New |
| BSW Wealth Partners | 3,408 | $261.3K | 0.03% | −473−12.2% | Reduced |
| PFG Investments, LLC | 3,412 | $261.6K | 0.01% | −10−0.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 3,430 | $262.9K | 0.03% | −650−15.9% | Reduced |
| Alan B. Lancz & Associates, Inc. | 3,442 | $263.9K | 0.23% | 00.0% | Unchanged |
| World Equity Group, Inc. | 3,448 | $264.3K | 0.06% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 3,454 | $264.8K | 0.01% | −514−13.0% | Reduced |
| Securian Asset Management, Inc | 4,249 | $265.4K | 0.01% | −100−2.3% | Reduced |
| Kingsview Wealth Management, LLC | 3,477 | $266.5K | 0.00% | −259−6.9% | Reduced |
| MAI Capital Management | 3,487 | $267.3K | 0.00% | +1,947+126.4% | Added |
| AlphaGrep UK Ltd | 3,506 | $268.8K | 0.08% | −620−15.0% | Reduced |
| Smith Shellnut Wilson LLC | 3,511 | $269.2K | 0.10% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,545 | $271.8K | 0.00% | −383−9.8% | Reduced |
| Graham Capital Management, L.P. | 3,553 | $272.4K | 0.01% | +3,553 | New |
| Vestcor Inc | 3,602 | $276.0K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 3,704 | $283.9K | 0.01% | +3,704 | New |
| Buska Wealth Management, LLC | 3,706 | $284.1K | 0.10% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 3,738 | $286.6K | 0.02% | +837+28.9% | Added |
| United Capital Financial Advisers, LLC | 3,748 | $287.3K | 0.00% | +201+5.7% | Added |
| Citizens Financial Group Inc | 3,759 | $288.2K | 0.00% | +3,759 | New |
| Capula Management Ltd | 3,762 | $288.4K | 0.00% | +557+17.4% | Added |
| Argyle Capital Management Inc. | 3,766 | $288.7K | 0.08% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 3,793 | $290.0K | 0.03% | +193+5.4% | Added |
| Azimuth Capital Investment Management LLC | 3,800 | $291.3K | 0.01% | +400+11.8% | Added |
| Mirabella Financial Services LLP | 3,867 | $296.4K | 0.03% | −2,410−38.4% | Reduced |
| CWM Advisors, LLC | 3,875 | $297.1K | 0.01% | +1,050+37.2% | Added |
| Investment Research Partners LLC | 3,911 | $299.8K | 0.10% | +1,370+53.9% | Added |
| Brown Brothers Harriman & Co | 4,043 | $309.9K | 0.00% | +2,024+100.2% | Added |
| Leavell Investment Management, Inc. | 4,088 | $313.4K | 0.01% | 00.0% | Unchanged |
| Wahed Invest LLC | 4,097 | $314.1K | 0.03% | −27−0.7% | Reduced |
| Coldstream Capital Management Inc | 4,131 | $316.7K | 0.00% | −358−8.0% | Reduced |
| Oxford Financial Group Ltd | 4,139 | $317.3K | 0.02% | 00.0% | Unchanged |
| Burney Co | 4,141 | $317.4K | 0.01% | +400+10.7% | Added |
| Whitcomb & Hess, Inc. | 4,193 | $321.4K | 0.07% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 4,210 | $322.7K | 0.00% | −1,250−22.9% | Reduced |
| Commerce Bank | 4,261 | $326.6K | 0.00% | +31+0.7% | Added |
| Round Rock Advisors, LLC | 4,300 | $329.6K | 0.04% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 4,332 | $332.1K | 0.08% | 00.0% | Unchanged |
| Frec Markets, Inc. | 4,342 | $332.9K | 0.03% | +4,342 | New |
| Harbour Capital Advisors, LLC | 4,421 | $336.8K | 0.06% | +2,125+92.6% | Added |
| Stephens Inc | 4,402 | $337.4K | 0.00% | +23+0.5% | Added |
| GAMMA Investing LLC | 4,405 | $337.7K | 0.01% | −1,048−19.2% | Reduced |
| Oxford Asset Management LLP | 4,410 | $338.1K | 0.17% | +4,410 | New |
| Impact Investors, Inc | 4,425 | $339.2K | 0.25% | −1,975−30.9% | Reduced |
| ELCO Management Co., LLC | 4,441 | $340.4K | 0.15% | −153−3.3% | Reduced |
| Greenleaf Trust | 4,454 | $341.4K | 0.00% | +387+9.5% | Added |
| Ostrum Asset Management | 4,459 | $341.8K | 0.02% | +1,574+54.6% | Added |
| Wedmont Private Capital | 4,516 | $344.1K | 0.01% | +338+8.1% | Added |
| Atomi Financial Group, Inc. | 4,500 | $345.0K | 0.01% | −1,391−23.6% | Reduced |
| Winton Group Ltd | 4,500 | $345.0K | 0.01% | −39,056−89.7% | Reduced |
| Annex Advisory Services, LLC | 4,506 | $345.5K | 0.01% | −402−8.2% | Reduced |