Parker-Hannifin Corporation
MX ˙ BMV ˙ FR0010263202
SecurityMX:PH / Parker-Hannifin Corporation
InstitutionValeo Financial Advisors, LLC
Latest Disclosed Ownership1,190 shares
Latest Disclosed Value $ 1,065,715
Valeo Financial Advisors, LLC reports 42.87% decrease in ownership of PH / Parker-Hannifin Corporation

On May 8, 2026 - Valeo Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 1,190 shares of Parker-Hannifin Corporation (MX:PH) valued at $1,065,715 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 2,083 shares of Parker-Hannifin Corporation. This represents a change in shares of -42.87% 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)
2026-05-08 2026-03-31 13F PARKER-HANNIFIN CORP COM Stock 701094104 1,190 -893 -42.87 1,066 -41.80 0.0254
2026-02-04 2025-12-31 13F PARKER-HANNIFIN CORP COM Stock 701094104 2,083 104 5.26 1,831 22.00 0.0406
2025-11-03 2025-09-30 13F PARKER-HANNIFIN CORP COM Stock 701094104 1,979 146 7.97 1,500 17.28 0.0342
2025-09-12 2025-06-30 13F/A-1 PARKER-HANNIFIN CORP COM Stock 701094104 1,833 15 0.83 1,280 15.75 0.0315
2025-07-22 2025-06-30 13F PARKER-HANNIFIN CORP COM Stock 701094104 1,783 -35 1,245 0.0299
2025-04-30 2025-03-31 13F PARKER-HANNIFIN CORP COM Stock 701094104 1,818 169 10.25 1,105 5.44 0.0308
2025-01-30 2024-12-31 13F PARKER-HANNIFIN CORP COM Stock 701094104 1,649 -35 -2.08 1,049 -1.41 0.0292
2024-10-10 2024-09-30 13F PARKER-HANNIFIN CORP COM Stock 701094104 1,684 0 0.00 1,064 24.91 0.0303
2024-07-10 2024-06-30 13F PARKER-HANNIFIN CORP COM Stock 701094104 1,684 30 1.81 852 -5.76 0.0266
2024-04-25 2024-03-31 13F/A-1 PARKER-HANNIFIN CORP COM Stock 701094104 1,654 34 2.10 904 21.05 0.0324
2024-04-19 2024-03-31 13F PARKER-HANNIFIN CORP COM Stock 701094104 1,635 15 909 0.0313
2024-01-29 2023-12-31 13F PARKER-HANNIFIN CORP COM Stock 701094104 1,620 209 14.81 746 35.88 0.0301
2023-10-20 2023-09-30 13F PARKER-HANNIFIN CORP COM Stock 701094104 1,411 177 14.34 550 14.14 0.0250
2023-07-14 2023-06-30 13F PARKER-HANNIFIN CORP COM Stock 701094104 1,234 247 25.03 481 45.32 0.0220
2023-04-17 2023-03-31 13F PARKER-HANNIFIN CORP COM Stock 701094104 987 987 332 0.0160
2021-07-22 2021-06-30 13F PARKER-HANNIFIN CORP COM Stock 701094104 0 -193 -100.00 0 -100.00
2021-04-12 2021-03-31 13F PARKER-HANNIFIN CORP COM Stock 701094104 193 15 8.43 61 24.49 0.0028
2021-02-11 2020-12-31 13F PARKER-HANNIFIN CORP COM Stock 701094104 178 141 381.08 49 600.00 0.0025
2020-10-28 2020-09-30 13F PARKER-HANNIFIN CORP COM Stock 701094104 37 -74 -66.67 7 -65.00 0.0006
2020-07-20 2020-06-30 13F PARKER HANNIFIN CORP COM Stock 701094104 111 86 344.00 20 400.00 0.0018
2020-04-13 2020-03-31 13F PARKER HANNIFIN CORP COM Stock 701094104 25 -73 -74.49 4 -80.00 0.0004
2020-01-24 2019-12-31 13F PARKER HANNIFIN CORP COM Stock 701094104 98 0 0.00 20 11.11 0.0019
2019-10-15 2019-09-30 13F PARKER HANNIFIN CORP COM Stock 701094104 98 0 0.00 18 5.88 0.0020
2019-07-10 2019-06-30 13F PARKER HANNIFIN CORP COM Stock 701094104 98 0 0.00 17 0.00 0.0019
2019-04-12 2019-03-31 13F PARKER HANNIFIN CORP COM Stock 701094104 98 0 0.00 17 13.33 0.0021
2019-01-30 2018-12-31 13F PARKER HANNIFIN CORP COM Stock 701094104 98 -15 -13.27 15 -11.76 0.0021
2018-11-01 2018-09-30 13F PARKER HANNIFIN CORP COM Stock 701094104 113 113 17 0.0023
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.