Institutional Ownership Pentair PLC (PNR)
This table provides information about the institutional ownership of Pentair PLC (PNR). We have compiled data on the 837 institutions that hold shares in the stock, with a total of 151 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
10
shares
|
$1,043
0.0% of portfolio
|
Q1 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%
|
|
|
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%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
10
shares
|
$1,043
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
10
shares
|
$1,043
0.0% of portfolio
|
Q3 2025
Reduced 95.78%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
9
shares
|
$938
0.0% of portfolio
|
Q3 2025
Reduced 96.65%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
9
shares
|
$938
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
8
shares
|
$834
0.0% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
7
shares
|
$730
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
6
shares
|
$625
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
6
shares
|
$625
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
6
shares
|
$625
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6
shares
|
$625
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
6
shares
|
$625
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
5
shares
|
$521
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5
shares
|
$521
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
5
shares
|
$521
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5
shares
|
$521
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
5
shares
|
$521
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$521
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
5
shares
|
$521
0.0% of portfolio
|
Q1 2025
Reduced 44.44%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
5
shares
|
$521
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|