Parker-Hannifin Corporation
MX ˙ BMV ˙ FR0010263202
SecurityMX:PH / Parker-Hannifin Corporation
InstitutionLee Financial Co
Latest Disclosed Ownership328 shares
Latest Disclosed Value $ 293,640
Lee Financial Co ownership in PH / Parker-Hannifin Corporation

On April 13, 2026 - Lee Financial Co filed a 13F-HR form disclosing ownership of 328 shares of Parker-Hannifin Corporation (MX:PH) valued at $293,640 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 328 shares of Parker-Hannifin Corporation. This represents a change in shares of 0.00% during the quarter.

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)
2026-04-13 2026-03-31 13F PARKER-HANNIFIN COM 701094104 328 0 0.00 294 1.74 0.0391
2026-01-22 2025-12-31 13F PARKER-HANNIFIN COM 701094104 328 -60 -15.46 288 -2.04 0.0389
2025-11-04 2025-09-30 13F PARKER-HANNIFIN COM 701094104 388 60 18.29 294 28.38 0.0369
2025-07-24 2025-06-30 13F PARKER-HANNIFIN COM 701094104 328 328 229 0.0329
2025-05-13 2025-03-31 13F PARKER-HANNIFIN COM 701094104 0 -370 -100.00 0 -100.00
2025-01-30 2024-12-31 13F PARKER-HANNIFIN COM 701094104 370 0 0.00 235 0.86 0.0330
2024-11-14 2024-09-30 13F PARKER-HANNIFIN COM 701094104 370 370 234 0.0332
2024-05-15 2024-03-31 13F PARKER-HANNIFIN COM 701094104 0 -305 -100.00 0 -100.00
2024-02-08 2023-12-31 13F PARKER-HANNIFIN COM 701094104 305 0 0.00 141 18.64 0.0247
2023-11-09 2023-09-30 13F PARKER-HANNIFIN COM 701094104 305 0 0.00 119 0.00 0.0221
2023-08-08 2023-06-30 13F PARKER-HANNIFIN COM 701094104 305 11 3.74 119 20.41 0.0208
2023-05-15 2023-03-31 13F PARKER-HANNIFIN COM 701094104 294 0 0.00 99 15.29 0.0170
2023-02-09 2022-12-31 13F PARKER-HANNIFIN COM 701094104 294 0 0.00 86 19.72 0.0146
2022-11-02 2022-09-30 13F PARKER-HANNIFIN COM 701094104 294 0 0.00 71 -1.39 0.0133
2022-08-10 2022-06-30 13F PARKER-HANNIFIN COM 701094104 294 -13 -4.23 72 -17.24 0.0132
2022-05-11 2022-03-31 13F PARKER-HANNIFIN COM 701094104 307 0 0.00 87 -11.22 0.0156
2022-02-08 2021-12-31 13F PARKER-HANNIFIN COM 701094104 307 0 0.00 98 13.95 0.0184
2021-11-12 2021-09-30 13F PARKER-HANNIFIN COM 701094104 307 13 4.42 86 -4.44 0.0178
2021-08-04 2021-06-30 13F PARKER-HANNIFIN COM 701094104 294 0 0.00 90 -3.23 0.0191
2021-05-13 2021-03-31 13F PARKER-HANNIFIN COM 701094104 294 0 0.00 93 16.25 0.0221
2021-02-12 2020-12-31 13F PARKER-HANNIFIN COM 701094104 294 0 0.00 80 35.59 0.0207
2020-11-03 2020-09-30 13F PARKER-HANNIFIN COM 701094104 294 0 0.00 59 9.26 0.0165
2020-08-11 2020-06-30 13F PARKER HANNIFIN COM 701094104 294 0 0.00 54 42.11 0.0150
2020-05-07 2020-03-31 13F PARKER HANNIFIN COM 701094104 294 0 0.00 38 -37.70 0.0126
2020-02-14 2019-12-31 13F PARKER HANNIFIN COM 701094104 294 0 0.00 61 15.09 0.0132
2019-11-08 2019-09-30 13F PARKER HANNIFIN COM 701094104 294 0 0.00 53 6.00 0.0119
2019-07-30 2019-06-30 13F PARKER HANNIFIN COM 701094104 294 0 0.00 50 0.00 0.0113
2019-04-30 2019-03-31 13F PARKER HANNIFIN COM 701094104 294 0 0.00 50 13.64 0.0117
2019-02-11 2018-12-31 13F PARKER HANNIFIN COM 701094104 294 0 0.00 44 -18.52 0.0118
2018-11-07 2018-09-30 13F PARKER HANNIFIN COM 701094104 294 -22 -6.96 54 10.20 0.0133
2018-08-14 2018-06-30 13F PARKER HANNIFIN COM 701094104 316 -2 -0.63 49 -9.26 0.0115
2018-05-09 2018-03-31 13F PARKER HANNIFIN COM 701094104 318 24 8.16 54 -8.47 0.0137
2018-02-09 2017-12-31 13F PARKER HANNIFIN COM 701094104 294 0 0.00 59 15.69 0.0171
2017-11-07 2017-09-30 13F PARKER HANNIFIN COM 701094104 294 0 0.00 51 8.51 0.0165
2017-07-27 2017-06-30 13F PARKER HANNIFIN COM 701094104 294 0 0.00 47 0.00 0.0173
2017-05-09 2017-03-31 13F PARKER HANNIFIN COM 701094104 294 -50 -14.53 47 -2.08 0.0187
2017-02-14 2016-12-31 13F PARKER HANNIFIN COM 701094104 344 344 48 0.0269
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.