Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pentair plc (PNR)

723 + Investors. Track Smart Money conviction in PNR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -44
Streak
1Q ▼
Buyers last Q
43%

Smart Money Signals — PNR

Based on 729 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PNR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
729 funds currently hold this stock — 94% of the 3.0-year high of 773 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PNR is almost the same as a year ago (+14 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

320 buying420 selling
Last quarter: 420 funds reduced or exited vs 320 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-34 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 94 → 113 → 121 → 87. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
481 out of 729 hedge funds have held PNR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -1%, value -21%

Value
-20%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -21%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~87 new funds/quarter

99 → 94 → 113 → 121 → 87 new funds/Q
New funds entering each quarter: 94 → 113 → 121 → 87. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 19% newcomers

■ 69% veterans ■ 11% 1-2yr ■ 19% new
Entry-cohort mix of 745 holders: 515 (69%) are 2+ year veterans, 85 entered 1–2 years ago, and 145 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
62 of 727 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in PNR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PNR

In 2026 Q1, 320 hedge funds were net buyers of PNR (87 opened a new position, 233 added to an existing one), while 420 reduced or exited (289 trimmed, 131 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. 49% of total institutional value in PNR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -44 funds (more exits than new entries). Total institutional holders: 729.

Hedge Fund Ownership: PNR

How many hedge funds hold PNR — quarterly history vs. share price
Quarterly hedge fund ownership of PNR vs. share price

Market Analysis: PNR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PNR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Pentair plc (PNR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PNR has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 84d ago
PNR
-15.0%
XLI
+12.4%

PNR outperformed XLI by -27.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
PNR
+1.9%
XLI
+6.1%

Since the filing became public, PNR outperformed XLI by -4.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

46 top-rated funds 3 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: PNR
723 + Investors

Track Smart Money conviction in PNR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 723 773 -6.47%
13F Shares 153M 155M -1.3%
Total Value $11.99B $15.14B -20.83%
New Positions 85 121 -36
Increased Positions 225 235 -10
Closed Positions 135 95 +40
Reduced Positions 284 274 +10
Total Calls 9 11 -18.18%
Total Puts 9 8 12.5%
PUT/CALL Ratio 1.0 0.73 Neutral

Statistics: PNR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

723 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PNR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PNR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clean Energy Transition LLP 3.21% 565,871 $49.3M
2 FinArc Investments, Inc. 2.43% 28,969 $2.5M
3 ClearAlpha Technologies LP 2.29% 12,801 $1.1M
4 Gates Capital Management, Inc. 2.15% 902,606 $78.6M
5 Zuckerman Investment Group, LLC 1.93% 236,413 $20.6M
6 Charter Oak Advisors LP 1.48% 27,976 $2.4M
7 Outfitters Financial LLC 1.29% 19,135 $1.7M
8 Mcdonald Partners LLC 1.17% 57,213 $5.0M
9 Impax Asset Management Group plc 1.04% 1,715,163 $149.4M
10 Loudon Investment Management, LLC 0.95% 20,332 $1.8M
11 Barnes Dennig Private Wealth Management LLC 0.94% 10,922 $951K
12 Piscataqua Savings Bank 0.88% 14,297 $1.2M
13 Mirova 0.81% 228,918 $19.9M
14 Trium Capital LLP 0.76% 12,426 $1.1M
15 Sienna Gestion 0.71% 128,332 $10.9M
16 Compass Wealth Management LLC 0.68% 31,672 $2.8M
17 Uncommon Cents Investing LLC 0.64% 31,477 $2.7M
18 Numerai GP LLC 0.61% 69,740 $6.1M
19 Bfsg, LLC 0.55% 66,359 $5.8M
20 Twinbeech Capital LP 0.54% 59,942 $5.2M
21 Robeco Schweiz AG 0.54% 293,136 $25.5M
22 Lifeworks Advisors, LLC 0.51% 46,067 $4.0M
23 Vest Financial, LLC 0.51% 483,288 $42.1M
24 Entropy Technologies, LP 0.49% 121,538 $10.6M
25 Vivaldi Capital Management LP 0.46% 38,189 $3.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pentair plc (PNR)

What does the Smart Money Trend signal show for PNR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PNR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PNR?

More sellers than buyers — 43% buying: Last quarter: 420 funds reduced or exited vs 320 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PNR holders?

Elite ownership — 49% AUM from top-100 funds: 62 of 727 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in PNR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PNR?

66% of holders stayed for 2+ years: 481 out of 729 hedge funds have held PNR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Pentair plc (PNR) following the 2026 Q1 hedge fund 13F filings?

As of today, PNR has moved +1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.1% for the XLI sector ETF — an outperformance of -4.2%. Since the quarter end (March 31, 2026), PNR has gained -15.0% vs +12.4% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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