13F

Stock

PENTAIR plc

PNR · held by 26 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$399.2M

Holders

26

+1 new · −0 exited

Holders’ est. mark

$4.98M

Price effect on 10 books still in the name

Largest holder

$225.1M

MORGAN STANLEY

Holder count by quarter

Q2 2016Q1 2017Q2 2017Q4 2017Q1 2018Q1 2019Q3 2019Q4 2019Q1 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY2.03M$225.1M—Held
BANK OF AMERICA CORP /DE/586.7K$65M—Held
BARCLAYS PLC449.8K$49.8M$3.47MAdded$5.89M
Hudson Bay Capital Management LP132.1K$14.6M—Held
Cresset Asset Management, LLC91.8K$10.2M$727KAdded$957K
MIROVA77.2K$8.55M—Held
Swiss Life Asset Management Ltd75.4K$8.35M$610.7KCut−$278.4K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)68K$7.53M—New
SUMMIT WEALTH GROUP LLC / CO136.9K$5.85M—Held
Sanctuary Advisors, LLC13.8K$1.52M$88.6KAdded$400.1K
Savant Capital, LLC6.18K$684.3K$42.4KAdded$147.1K
Steadtrust LLC4.73K$524.2K$38.2KAdded$40.7K
GROUPAMA ASSET MANAGMENT4.29K$475.4K—Held
Investment Research Partners LLC2.79K$300.7K—Held
Allworth Financial LP1.76K$195.3K—Held
IFP Advisors, Inc1.28K$142.2K—Held
KBC Group NV1.04M$114.7K—Held
Essential Partners LLC875$96.9K$4.51KAdded$39.7K
Medallion Wealth Advisors, LLC524$58K$4.24KAdded$4.24K
Prestige Wealth Management Group LLC80$8.81K$645Added$645
AllSquare Wealth Management LLC56$6.2K—Held
MV CAPITAL MANAGEMENT, INC.26$2.88K—Held
Clark Wealth Partners14$1.46K$21Added$21
Principia Wealth Advisory, LLC8$886—Held
NEW MEXICO EDUCATIONAL RETIREMENT BOARD7.41K$821—Held
Kilter Group LLC4$444—Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.