Institutional Ownership Pentair PLC (PNR)
This table provides information about the institutional ownership of Pentair PLC (PNR). We have compiled data on the 830 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
16
shares
|
$1,669
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
16
shares
|
$1,669
0.0% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
16
shares
|
$1,669
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
16
shares
|
$1,669
0.0% of portfolio
|
Q3 2025
Reduced 38.46%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
15
shares
|
$1,564
0.0% of portfolio
|
Q4 2024
Reduced 42.31%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
15
shares
|
$1,564
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
15
shares
|
$1,564
0.0% of portfolio
|
Q3 2025
Reduced 54.55%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
15
shares
|
$1,564
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
14
shares
|
$1,460
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
14
shares
|
$1,460
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
14
shares
|
$1,460
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
14
shares
|
$1,460
0.0% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
13
shares
|
$1,356
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
13
shares
|
$1,356
0.0% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
12
shares
|
$1,251
0.0% of portfolio
|
Q3 2025
Added 140.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
12
shares
|
$1,251
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
12
shares
|
$1,251
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
11
shares
|
$1,147
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
11
shares
|
$1,147
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
11
shares
|
$1,147
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
10
shares
|
$1,043
0.0% of portfolio
|
Q2 2025
Reduced 23.08%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
10
shares
|
$1,043
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
10
shares
|
$1,043
0.0% of portfolio
|
Q3 2025
Added 42.86%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
10
shares
|
$1,043
0.0% of portfolio
|
Q2 2024
Reduced 71.43%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
10
shares
|
$1,043
0.0% of portfolio
|
Q3 2025
Reduced 95.78%
|
|