Pentair plc
US ˙ NYSE ˙ IE00BLS09M33

SecurityPNR / Pentair plc
InstitutionCreative Planning
Latest Disclosed Ownership59,488 shares
Latest Disclosed Value $ 5,182,012
Creative Planning reports 55.20% increase in ownership of PNR / Pentair plc

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 59,488 shares of Pentair plc (US:PNR) valued at $5,182,000 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 38,331 shares of Pentair plc. This represents a change in shares of 55.20% during the quarter. The current value of the position is $4,250,418 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F PENTAIR SHS G7S00T104 59,488 21,157 55.20 5,182 29.84 0.0035
2026-02-17 2025-12-31 13F PENTAIR SHS G7S00T104 38,331 -7,412 -16.20 3,992 -21.22 0.0029
2025-11-14 2025-09-30 13F PENTAIR SHS G7S00T104 45,743 20,674 82.47 5,066 96.89 0.0039
2025-08-08 2025-06-30 13F PENTAIR SHS G7S00T104 25,069 4,543 22.13 2,574 43.34 0.0022
2025-05-15 2025-03-31 13F PENTAIR SHS G7S00T104 20,526 509 2.54 1,796 -10.87 0.0017
2025-02-14 2024-12-31 13F PENTAIR SHS G7S00T104 20,017 2,837 16.51 2,014 19.88 0.0020
2024-10-11 2024-09-30 13F PENTAIR SHS G7S00T104 17,180 1,519 9.70 1,680 40.00 0.0017
2024-08-15 2024-06-30 13F PENTAIR SHS G7S00T104 15,661 578 3.83 1,201 -6.83 0.0013
2024-05-13 2024-03-31 13F PENTAIR SHS G7S00T104 15,083 993 7.05 1,289 25.78 0.0014
2024-02-14 2023-12-31 13F PENTAIR SHS G7S00T104 14,090 112 0.80 1,024 13.15 0.0019
2023-11-16 2023-09-30 13F PENTAIR SHS G7S00T104 13,978 125 0.90 905 1.23 0.0012
2023-07-21 2023-06-30 13F PENTAIR SHS G7S00T104 13,853 629 4.76 895 22.47 0.0012
2023-05-15 2023-03-31 13F PENTAIR SHS G7S00T104 13,224 655 5.21 731 29.20 0.0011
2023-02-10 2022-12-31 13F PENTAIR SHS G7S00T104 12,569 855 7.30 565 18.70 0.0009
2022-11-03 2022-09-30 13F PENTAIR SHS G7S00T104 11,714 356 3.13 476 -8.46 0.0008
2022-08-15 2022-06-30 13F PENTAIR SHS G7S00T104 11,358 -996 -8.06 520 -22.27 0.0009
2022-05-16 2022-03-31 13F PENTAIR SHS G7S00T104 12,354 184 1.51 669 -24.75 0.0010
2022-02-11 2021-12-31 13F PENTAIR SHS G7S00T104 12,170 6,285 106.80 889 108.20 0.0014
2021-11-10 2021-09-30 13F PENTAIR SHS G7S00T104 5,885 54 0.93 427 8.38 0.0008
2021-08-04 2021-06-30 13F PENTAIR SHS G7S00T104 5,831 -929 -13.74 394 -6.41 0.0007
2021-04-30 2021-03-31 13F CreativePlanning SHS G7S00T104 6,760 -346 -4.87 421 11.67 0.0008
2021-01-29 2020-12-31 13F PENTAIR SHS G7S00T104 7,106 764 12.05 377 30.00 0.0008
2020-11-05 2020-09-30 13F PENTAIR SHS G7S00T104 6,342 592 10.30 290 33.03 0.0008
2020-07-23 2020-06-30 13F PENTAIR SHS G7S00T104 5,750 5,750 218 0.0006
2020-05-05 2020-03-31 13F PENTAIR SHS G7S00T104 0 -6,365 -100.00 0 -100.00
2020-01-30 2019-12-31 13F PENTAIR SHS G7S00T104 6,365 627 10.93 292 34.56 0.0009
2019-11-01 2019-09-30 13F PENTAIR SHS G7S00T104 5,738 -1,082 -15.87 217 -14.57 0.0007
2019-07-26 2019-06-30 13F PENTAIR SHS G7S00T104 6,820 -319 -4.47 254 -20.13 0.0009
2019-04-24 2019-03-31 13F PENTAIR SHS G7S00T104 7,139 -166 -2.27 318 15.22 0.0011
2019-02-12 2018-12-31 13F/A-1 PENTAIR SHS G7S00T104 7,305 179 2.51 276 -10.68 0.0011
2019-02-01 2018-12-31 13F PENTAIR SHS G7S00T104 7,305 179 276
2018-10-25 2018-09-30 13F PENTAIR SHS G7S00T104 7,126 1,160 19.44 309 23.11 0.0011
2018-07-20 2018-06-30 13F PENTAIR SHS G7S00T104 5,966 -1,357 -18.53 251 -49.70 0.0010
2018-04-18 2018-03-31 13F PENTAIR SHS G7S00T104 7,323 1,582 27.56 499 23.21 0.0020
2018-01-17 2017-12-31 13F PENTAIR SHS G7S00T104 5,741 599 11.65 405 16.05 0.0017
2017-10-17 2017-09-30 13F PENTAIR SHS G7S00T104 5,142 14 0.27 349 2.35 0.0016
2017-07-12 2017-06-30 13F PENTAIR SHS G7S00T104 5,128 935 22.30 341 29.66 0.0017
2017-04-07 2017-03-31 13F PENTAIR SHS G7S00T104 4,193 -576 -12.08 263 -1.50 0.0014
2017-01-09 2016-12-31 13F PENTAIR SHS G7S00T104 4,769 667 16.26 267 1.52 0.0016
2016-10-12 2016-09-30 13F PENTAIR SHS G7S00T104 4,102 354 9.45 263 20.64 0.0017
2016-07-12 2016-06-30 13F PENTAIR SHS G7S00T104 3,748 -133 -3.43 218 3.32 0.0016
2016-04-08 2016-03-31 13F PENTAIR SHS G7S00T104 3,881 -1,251 -24.38 211 -16.93 0.0016
2016-01-11 2015-12-31 13F PENTAIR SHS G7S00T104 5,132 -154 -2.91 254 -5.93 0.0021
2015-10-09 2015-09-30 13F PENTAIR SHS G7S00T104 5,286 5,286 0.00 270 0.0024
2015-07-09 2015-06-30 13F PENTAIR SHS G7S00T104 0 -4,770 -100.00 0 -100.00
2015-04-13 2015-03-31 13F PENTAIR SHS G7S00T104 4,770 1,175 32.68 300 5.26 0.0028
2014-04-11 2014-03-31 13F PENTAIR SHS H6169Q108 3,595 685 23.54 285 26.11 0.0043
2014-01-06 2013-12-31 13F PENTAIR SHS H6169Q108 2,910 736 33.85 226 60.28 0.0039
2013-10-10 2013-09-30 13F PENTAIR SHS H6169Q108 2,174 31 1.45 141 13.71 0.0028
2013-07-09 2013-06-30 13F PENTAIR SHS H6169Q108 2,143 2,143 124 0.0029
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.