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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Finarc Investments, Inc. | Buy | +30,723 | — | 30,723 | $3.20M | Q4 2025 | Oct 15, 2026 |
| Cornerstone Financial Management Llc | Buy | +9 | — | 9 | $937.00 | Q4 2025 | Aug 28, 2026 |
| Advisors Asset Management, Inc. | Sell | -34,481 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Dakota Wealth Management | Sell | -2,229 | -3.7% | 58,092 | $6.05M | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -34,130 | -73.5% | 12,298 | $1.28M | Q4 2025 | Aug 18, 2026 |
| Algert Global Llc | Sell | -1,860 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 11, 2026 |
| Storebrand Asset Management As | Buy | +32,478 | +13.4% | 274,873 | $28.63M | Q4 2025 | May 20, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +3 | — | 3 | $312.00 | Q4 2025 | May 12, 2026 |
| 1015 Capital Partners, Llc | Buy | +11 | — | 11 | $1.15K | Q4 2025 | May 11, 2026 |
| Bravera Wealth | Buy | +100 | — | 100 | $10.41K | Q4 2025 | Apr 22, 2026 |
| Bank Of New Hampshire | Buy | +2,540 | — | 2,540 | $264.52K | Q4 2025 | Mar 16, 2026 |
| Hsbc Holdings Plc | Buy | +81,456 | — | 81,456 | $8.55M | Q4 2025 | Mar 06, 2026 |
| Shp Wealth Management | Buy | +167 | — | 167 | $17.40K | Q4 2025 | Mar 04, 2026 |
| Anchor Investment Management, Llc | Buy | +1,726 | — | 1,726 | $179.74K | Q4 2025 | Feb 26, 2026 |
| Bell Investment Advisors, Inc | Buy | +114 | — | 114 | $11.87K | Q4 2025 | Feb 24, 2026 |
| Beaird Harris Wealth Management, Llc | Buy | +16 | — | 16 | $1.67K | Q4 2025 | Feb 23, 2026 |
| Sunbelt Securities, Inc. | Buy | +81 | — | 81 | $8.44K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +116,056 | — | 116,056 | $2.51M | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +6,378 | — | 6,378 | $664.25K | Q4 2025 | Feb 19, 2026 |
| Birchwood Financial Partners, Inc. | Buy | +84 | — | 84 | $8.75K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +342,916 | — | 342,916 | $35.91M | Q4 2025 | Feb 18, 2026 |
| Achmea Investment Management B.V. | Buy | +140,720 | — | 140,720 | $14.65M | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +55,811 | — | 55,811 | $5.81M | Q4 2025 | Feb 18, 2026 |
| State Of Tennessee, Department Of Treasury | Buy | +41,391 | — | 41,391 | $4.36M | Q4 2025 | Feb 18, 2026 |
| Mackenzie Financial Corp | Buy | +30,024 | — | 30,024 | $3.17M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +22,709 | — | 22,709 | $2.36M | Q4 2025 | Feb 18, 2026 |
| First Citizens Bank & Trust Co | Buy | +22,170 | — | 22,170 | $2.31M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +17,283 | — | 17,283 | $1.80M | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +7,366 | — | 7,366 | $767.09K | Q4 2025 | Feb 18, 2026 |
| Wahed Invest Llc | Buy | +4,306 | — | 4,306 | $448.43K | Q4 2025 | Feb 18, 2026 |
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.
Related PNR Institutional Insights
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- PNR Insider Trading & SEC Form 4 Activity
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