Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PENTAIR PLC (PNR)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
11Q ▲
Buyers last Q
49%

Smart Money Signals — PNR

Based on 729 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added PNR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
729 hedge funds hold PNR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+61 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

344 buying353 selling
Last quarter: 353 funds reduced or exited vs 344 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new PNR position: 92 → 89 → 108 → 117. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 18% medium 18% new
468 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.
📈

Growing discovery — still being found

99 → 92 → 89 → 108 → 117 new funds/Q
New funds entering each quarter: 92 → 89 → 108 → 117. A growing number of institutions are discovering PNR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

67% veterans 12% 1-2yr 21% new
Of 747 current holders: 503 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
42 of 729 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

88 top-rated funds 3 high-conviction
Consensus
8.5
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: PNR
2026 Q1 Stats Unlock in 22 days 747 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 747 721 3.61%
13F Shares 151M 147M 2.32%
Total Value $14.88B $15.42B -3.53%
New Positions 117 109 +8
Increased Positions 253 283 -30
Closed Positions 94 93 +1
Reduced Positions 282 237 +45
Total Calls 11 11 -
Total Puts 8 8 -
PUT/CALL Ratio 0.73 0.73 Neutral

Statistics: PNR

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Financial Highlights

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Institutional Holders (2026 Q1)

747 + investors

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

Top 25 institutional holders of PNR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1.47% 352,494 $31K
2 OUTFITTERS FINANCIAL LLC 1.29% 19,135 $1.7M
3 Barnes Dennig Private Wealth Management LLC 0.94% 10,922 $951K
4 Piscataqua Savings Bank 0.88% 14,297 $1.2M
5 Trium Capital LLP 0.76% 12,426 $1.1M
6 Compass Wealth Management LLC 0.68% 31,672 $2.8M
7 Uncommon Cents Investing LLC 0.64% 31,477 $2.7M
8 Vest Financial, LLC 0.51% 483,288 $42.1M
9 MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 0.46% 30,793 $2.7M
10 Pictet Asset Management Holding SA 0.36% 3,906,622 $340.2M
11 Hilton Head Capital Partners, LLC 0.31% 6,266 $546K
12 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.29% 93,833 $8.2M
13 Board of the Pension Protection Fund 0.28% 3,500 $305K
14 Steadtrust LLC 0.23% 4,733 $412K
15 Focus Financial Network, Inc. 0.23% 72,640 $6.3M
16 ROWLANDMILLER & PARTNERS.ADV 0.22% 12,590 $1K
17 VALLEY NATIONAL ADVISERS INC 0.21% 18,561 $2K
18 ProShare Advisors LLC 0.20% 1,581,089 $137.7M
19 Perpetual Ltd 0.20% 149,250 $13.0M
20 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.20% 219,687 $19.1M
21 ELCO Management Co., LLC 0.19% 4,594 $400K
22 Somerset Trust Co 0.19% 7,014 $611K
23 Seed Wealth Management, Inc. 0.18% 2,929 $255K
24 Encompass More Asset Management 0.15% 10,580 $922K
25 GEN Financial Management, INC. 0.15% 2,734 $238K
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?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added PNR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PNR?

More sellers than buyers — 49% buying: Last quarter: 353 funds reduced or exited vs 344 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 — 54% AUM from top-100 funds: 42 of 729 holders are among the 100 largest funds by AUM, controlling 54% 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?

64% of holders stayed for 2+ years: 468 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.

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.