Parker-Hannifin Corporation
MX ˙ BMV ˙ FR0010263202
SecurityMX:PH / Parker-Hannifin Corporation
InstitutionWelch & Forbes Llc
Latest Disclosed Ownership2,614 shares
Latest Disclosed Value $ 2,340,151
Welch & Forbes Llc reports 4.35% increase in ownership of PH / Parker-Hannifin Corporation

On May 1, 2026 - Welch & Forbes Llc filed a 13F-HR form disclosing ownership of 2,614 shares of Parker-Hannifin Corporation (MX:PH) valued at $2,340,151 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 2,505 shares of Parker-Hannifin Corporation. This represents a change in shares of 4.35% 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)
2026-05-01 2026-03-31 13F PARKER-HANNIFIN COM 701094104 2,614 109 4.35 2,340 6.32 0.0303
2026-02-10 2025-12-31 13F PARKER-HANNIFIN COM 701094104 2,505 -46 -1.80 2,202 13.81 0.0267
2025-11-04 2025-09-30 13F PARKER-HANNIFIN COM 701094104 2,551 0 0.00 1,934 8.59 0.0233
2025-08-05 2025-06-30 13F PARKER-HANNIFIN COM 701094104 2,551 -27 -1.05 1,782 13.66 0.0223
2025-05-02 2025-03-31 13F PARKER-HANNIFIN COM 701094104 2,578 -15 -0.58 1,567 -4.97 0.0205
2025-02-07 2024-12-31 13F PARKER-HANNIFIN COM 701094104 2,593 -80 -2.99 1,649 -2.31 0.0212
2024-11-04 2024-09-30 13F PARKER-HANNIFIN COM 701094104 2,673 -1,093 -29.02 1,689 -11.62 0.0215
2024-08-02 2024-06-30 13F PARKER-HANNIFIN COM 701094104 3,766 -722 -16.09 1,911 -23.42 0.0255
2024-05-03 2024-03-31 13F PARKER-HANNIFIN COM 701094104 4,488 -170 -3.65 2,494 16.27 0.0342
2024-02-06 2023-12-31 13F PARKER-HANNIFIN COM 701094104 4,658 5 0.11 2,146 18.38 0.0324
2023-11-03 2023-09-30 13F PARKER-HANNIFIN COM 701094104 4,653 0 0.00 1,812 -0.11 0.0300
2023-07-28 2023-06-30 13F PARKER-HANNIFIN COM 701094104 4,653 76 1.66 1,815 17.95 0.0286
2023-04-14 2023-03-31 13F PARKER-HANNIFIN COM 701094104 4,577 2 0.04 1,538 15.55 0.0261
2023-02-02 2022-12-31 13F PARKER-HANNIFIN COM 701094104 4,575 -15 -0.33 1,331 19.59 0.0239
2022-10-31 2022-09-30 13F PARKER-HANNIFIN COM 701094104 4,590 0 0.00 1,113 -1.50 0.0217
2022-07-22 2022-06-30 13F PARKER-HANNIFIN COM 701094104 4,590 137 3.08 1,130 -10.60 0.0207
2022-04-25 2022-03-31 13F PARKER-HANNIFIN COM 701094104 4,453 750 20.25 1,264 7.39 0.0199
2022-01-19 2021-12-31 13F PARKER-HANNIFIN COM 701094104 3,703 500 15.61 1,177 31.22 0.0176
2021-10-13 2021-09-30 13F PARKER-HANNIFIN COM 701094104 3,203 0 0.00 897 -8.75 0.0149
2021-07-22 2021-06-30 13F PARKER-HANNIFIN COM 701094104 3,203 -15 -0.47 983 -3.25 0.0166
2021-04-14 2021-03-31 13F PARKER-HANNIFIN COM 701094104 3,218 89 2.84 1,016 19.11 0.0188
2021-01-20 2020-12-31 13F PARKER-HANNIFIN COM 701094104 3,129 256 8.91 853 46.82 0.0167
2020-10-23 2020-09-30 13F PARKER-HANNIFIN COM 701094104 2,873 1,099 61.95 581 78.77 0.0125
2020-07-15 2020-06-30 13F PARKER HANNIFIN COM 701094104 1,774 100 5.97 325 49.77 0.0076
2020-04-17 2020-03-31 13F PARKER HANNIFIN COM 701094104 1,674 0 0.00 217 -36.92 0.0061
2020-01-17 2019-12-31 13F PARKER HANNIFIN COM 701094104 1,674 0 0.00 344 13.53 0.0077
2019-10-11 2019-09-30 13F PARKER HANNIFIN COM 701094104 1,674 1,674 303 0.0072
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.