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 |
|---|---|---|---|---|---|
| Seed Wealth Management, Inc. | 2,929 | $224.5K | 0.14% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,884 | $221.1K | 0.01% | −1,142−28.4% | Reduced |
| Apollon Wealth Management, LLC | 2,806 | $215.1K | 0.00% | +225+8.7% | Added |
| LVW Advisors, LLC | 2,801 | $214.7K | 0.02% | −4−0.1% | Reduced |
| Guardian Wealth Advisors, LLC | 2,766 | $212.0K | 0.11% | +225+8.9% | Added |
| GEN Financial Management, INC. | 2,723 | $208.7K | 0.12% | −11−0.4% | Reduced |
| Davenport & Co LLC | 2,716 | $208.2K | 0.00% | −356−11.6% | Reduced |
| Outlook Wealth Advisors, LLC | 2,681 | $205.6K | 0.04% | +58+2.2% | Added |
| Assetmark, Inc | 2,566 | $196.7K | 0.00% | −395−13.3% | Reduced |
| Global Retirement Partners, LLC | 2,556 | $195.9K | 0.00% | +2,556 | New |
| Clearstead Advisors, LLC | 2,482 | $190.3K | 0.00% | +2,236+908.9% | Added |
| Bank of New Hampshire | 2,440 | $187.1K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,355 | $179.8K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,310 | $177.1K | 0.00% | +2,244+3,400.0% | Added |
| Groupe la Francaise | 2,292 | $175.7K | 0.00% | +18+0.8% | Added |
| Siemens Fonds Invest GmbH | 2,270 | $174.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,230 | $171.0K | 0.00% | +854+62.1% | Added |
| Westpac Banking Corp | 2,007 | $153.9K | 0.01% | +483+31.7% | Added |
| Aster Capital Management (DIFC) Ltd | 2,003 | $153.6K | 0.03% | +2,003 | New |
| SBI Okasan Asset Management Co.Ltd. | 2,000 | $152.6K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,971 | $151.1K | 0.04% | +1,930+4,707.3% | Added |
| Anchor Investment Management, LLC | 1,731 | $132.7K | 0.01% | +3+0.2% | Added |
| Tower Research Capital LLC (TRC) | 1,658 | $127.1K | 0.00% | −183−9.9% | Reduced |
| Farther Finance Advisors, LLC | 1,614 | $123.7K | 0.00% | −460−22.2% | Reduced |
| LRI Investments, LLC | 1,584 | $121.4K | 0.01% | +809+104.4% | Added |
| Huntington National Bank | 1,527 | $117.1K | 0.00% | +797+109.2% | Added |
| Parallel Advisors, LLC | 1,482 | $113.6K | 0.00% | +43+3.0% | Added |
| Signaturefd, LLC | 1,467 | $112.4K | 0.00% | +92+6.7% | Added |
| Altshuler Shaham Ltd | 1,416 | $108.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,407 | $107.9K | 0.00% | −87−5.8% | Reduced |
| Quaker Wealth Management, LLC | 1,005 | $77.1K | 0.02% | −5−0.5% | Reduced |
| Larson Financial Group LLC | 1,005 | $77.1K | 0.00% | −250−19.9% | Reduced |
| Bryn Mawr Trust Co | 1,000 | $76.7K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,000 | $76.7K | 0.05% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 925 | $70.9K | 0.03% | −111−10.7% | Reduced |
| Institute for Wealth Management, LLC. | 858 | $65.8K | 0.01% | +858 | New |
| IFP Advisors, Inc | 838 | $64.2K | 0.00% | +121+16.9% | Added |
| Essential Partners LLC | 743 | $57.0K | 0.03% | +726+4,270.6% | Added |
| Los Angeles Capital Management LLC | 686 | $52.6K | 0.00% | −9,113−93.0% | Reduced |
| TD Private Client Wealth LLC | 672 | $51.5K | 0.00% | +362+116.8% | Added |
| Central Trust Co | 659 | $50.5K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 607 | $46.5K | 0.01% | +607 | New |
| IFG Advisory, LLC | 576 | $44.2K | 0.00% | +576 | New |
| Massmutual Trust Co FSB | 540 | $41.4K | 0.00% | −122−18.4% | Reduced |
| TD Capital Management LLC | 534 | $40.9K | 0.00% | 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 |
| Key Financial Inc | 463 | $35.5K | 0.01% | 00.0% | Unchanged |
| Security National Bank of So Dak | 450 | $34.5K | 0.02% | +450 | New |
| Onefund, LLC | 441 | $33.8K | 0.02% | −9−2.0% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 430 | $33.0K | 0.00% | +430 | New |
| Parkside Financial Bank & Trust | 419 | $32.1K | 0.00% | +59+16.4% | Added |
| Geneos Wealth Management Inc. | 381 | $29.2K | 0.00% | +371+3,710.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 376 | $28.8K | 0.00% | +22+6.2% | Added |
| Covestor Ltd | 370 | $28.0K | 0.02% | +125+51.0% | Added |
| SJS Investment Consulting Inc. | 365 | $28.0K | 0.00% | +323+769.0% | Added |
| Quent Capital, LLC | 357 | $27.4K | 0.00% | −94−20.8% | Reduced |
| North Star Investment Management Corp. | 349 | $26.8K | 0.00% | −80−18.6% | Reduced |
| CoreCap Advisors, LLC | 344 | $26.4K | 0.00% | +90+35.4% | Added |
| True Wealth Design, LLC | 341 | $26.1K | 0.01% | +305+847.2% | Added |
| Silver Grove Financial Group, Inc. | 327 | $25.1K | 0.01% | +327 | New |
| New England Capital Financial Advisors LLC | 323 | $24.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 316 | $24.2K | 0.00% | +2+0.6% | Added |
| Zions Bancorporation, National Association | 314 | $24.1K | 0.00% | +51+19.4% | Added |
| Adirondack Trust Co | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 288 | $22.1K | 0.00% | +288 | New |
| Owl Creek Wealth Partners LLC | 272 | $20.9K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 250 | $19.2K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 242 | $18.6K | 0.01% | −181−42.8% | Reduced |
| Group One Trading, L.P. | 240 | $18.4K | 0.00% | −7,691−97.0% | Reduced |
| Salomon & Ludwin, LLC | 227 | $17.3K | 0.00% | +227 | New |
| EFG International AG | 223 | $17.1K | 0.00% | −293−56.8% | Reduced |
| ORG Wealth Partners, LLC | 220 | $16.9K | 0.00% | −2,364−91.5% | Reduced |
| GHP Investment Advisors, Inc. | 216 | $16.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 209 | $16.0K | 0.00% | +209 | 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 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $15.3K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $15.3K | 0.00% | +200 | New |
| Sittner & Nelson, LLC | 196 | $15.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 189 | $14.4K | 0.00% | −300−61.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 188 | $14.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 177 | $13.6K | 0.00% | −51−22.4% | Reduced |
| Anchor Bay Capital, Inc. | 178 | $11.9K | 0.01% | +178 | New |
| JFS Wealth Advisors, LLC | 154 | $11.8K | 0.00% | −47−23.4% | Reduced |
| SHP Wealth Management | 151 | $11.6K | 0.00% | −39−20.5% | Reduced |
| 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 |
| Crewe Advisors LLC | 149 | $11.4K | 0.00% | +149 | New |
| Abound Wealth Management | 148 | $11.4K | 0.00% | −4−2.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 147 | $11.3K | 0.00% | +25+20.5% | Added |
| Wilkerson Advisory Group LLC | 142 | $10.9K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 137 | $10.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 135 | $10.3K | 0.00% | −13−8.8% | Reduced |
| McMillan Office, Inc. | 125 | $9.58K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 115 | $8.82K | 0.00% | −9−7.3% | Reduced |
| Bell Investment Advisors, Inc | 114 | $8.74K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 106 | $8.13K | 0.00% | −22−17.2% | Reduced |
| Farmers & Merchants Investments Inc | 106 | $8.13K | 0.00% | 00.0% | Unchanged |