Parker-Hannifin Corporation
MX ˙ BMV ˙ FR0010263202
SecurityMX:PH / Parker-Hannifin Corporation
InstitutionNvest Financial, LLC
Latest Disclosed Ownership859 shares
Latest Disclosed Value $ 769,315
Nvest Financial, LLC reports 33.18% increase in ownership of PH / Parker-Hannifin Corporation

On April 28, 2026 - Nvest Financial, LLC filed a 13F-HR form disclosing ownership of 859 shares of Parker-Hannifin Corporation (MX:PH) valued at $769,315 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 645 shares of Parker-Hannifin Corporation. This represents a change in shares of 33.18% 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)
2026-04-28 2026-03-31 13F PARKER-HANNIFIN COM 701094104 859 214 33.18 769 35.63 0.2866
2026-02-10 2025-12-31 13F PARKER-HANNIFIN COM 701094104 645 204 46.26 567 69.76 0.2358
2025-11-13 2025-09-30 13F PARKER-HANNIFIN COM 701094104 441 -92 -17.26 334 -10.22 0.1920
2025-07-28 2025-06-30 13F PARKER-HANNIFIN COM 701094104 533 -16 -2.91 372 11.71 0.1939
2025-04-23 2025-03-31 13F PARKER-HANNIFIN COM 701094104 549 -5 -0.90 334 -5.40 0.1787
2025-01-23 2024-12-31 13F PARKER-HANNIFIN COM 701094104 554 -5 -0.89 352 -0.28 0.1790
2024-10-09 2024-09-30 13F PARKER-HANNIFIN COM 701094104 559 -30 -5.09 353 18.86 0.2016
2024-07-19 2024-06-30 13F PARKER-HANNIFIN COM 701094104 589 12 2.08 298 -7.19 0.1832
2024-04-18 2024-03-31 13F PARKER-HANNIFIN COM 701094104 577 577 321 0.2136
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.