PENTAIR PLC (PNR) Institutional Ownership Changes & 13F Activity

PENTAIR PLC (PNR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Achmea Investment Management B.V., Corient Private Wealth Llc, Hsbc Holdings Plc, and Vident Advisory, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Finarc Investments, Inc.Buy+30,723—30,723$3.20MQ4 2025Oct 15, 2026
Cornerstone Financial Management LlcBuy+9—9$937.00Q4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-34,481-100.0%0$0.00Q4 2025Aug 26, 2026
Dakota Wealth ManagementSell-2,229-3.7%58,092$6.05MQ4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-34,130-73.5%12,298$1.28MQ4 2025Aug 18, 2026
Algert Global LlcSell-1,860-100.0%0$0.00Q4 2025Aug 11, 2026
Storebrand Asset Management AsBuy+32,478+13.4%274,873$28.63MQ4 2025May 20, 2026
Strategic Wealth Partners, Ltd.Buy+3—3$312.00Q4 2025May 12, 2026
1015 Capital Partners, LlcBuy+11—11$1.15KQ4 2025May 11, 2026
Bravera WealthBuy+100—100$10.41KQ4 2025Apr 22, 2026
Bank Of New HampshireBuy+2,540—2,540$264.52KQ4 2025Mar 16, 2026
Hsbc Holdings PlcBuy+81,456—81,456$8.55MQ4 2025Mar 06, 2026
Shp Wealth ManagementBuy+167—167$17.40KQ4 2025Mar 04, 2026
Anchor Investment Management, LlcBuy+1,726—1,726$179.74KQ4 2025Feb 26, 2026
Bell Investment Advisors, IncBuy+114—114$11.87KQ4 2025Feb 24, 2026
Beaird Harris Wealth Management, LlcBuy+16—16$1.67KQ4 2025Feb 23, 2026
Sunbelt Securities, Inc.Buy+81—81$8.44KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+116,056—116,056$2.51MQ4 2025Feb 19, 2026
Compound Planning, Inc.Buy+6,378—6,378$664.25KQ4 2025Feb 19, 2026
Birchwood Financial Partners, Inc.Buy+84—84$8.75KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+342,916—342,916$35.91MQ4 2025Feb 18, 2026
Achmea Investment Management B.V.Buy+140,720—140,720$14.65MQ4 2025Feb 18, 2026
Vident Advisory, LlcBuy+55,811—55,811$5.81MQ4 2025Feb 18, 2026
State Of Tennessee, Department Of TreasuryBuy+41,391—41,391$4.36MQ4 2025Feb 18, 2026
Mackenzie Financial CorpBuy+30,024—30,024$3.17MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+22,709—22,709$2.36MQ4 2025Feb 18, 2026
First Citizens Bank & Trust CoBuy+22,170—22,170$2.31MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+17,283—17,283$1.80MQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+7,366—7,366$767.09KQ4 2025Feb 18, 2026
Wahed Invest LlcBuy+4,306—4,306$448.43KQ4 2025Feb 18, 2026
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Frequently asked questions about PNR activity

  • Which institutional owners are buying PNR?

    Institutional owners buying PNR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PNR activity?

    "Buy" means an investor increased their reported position in PNR compared to the prior reporting period. This reflects growing exposure to PENTAIR PLC (PNR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PNR increasing?

    Institutional interest in PNR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.