Xylem Inc.
US ˙ NYSE ˙ US98419M1009

SecurityXYL / Xylem Inc.
InstitutionGreenleaf Trust
Latest Disclosed Ownership8,515 shares
Latest Disclosed Value $ 1,017,543
Greenleaf Trust reports 13.64% increase in ownership of XYL / Xylem Inc.

On April 27, 2026 - Greenleaf Trust filed a 13F-HR form disclosing ownership of 8,515 shares of Xylem Inc. (US:XYL) valued at $1,017,542 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 7,493 shares of Xylem Inc.. This represents a change in shares of 13.64% during the quarter. The current value of the position is $934,010 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)
2026-04-27 2026-03-31 13F Xylem Com 98419M100 8,515 1,022 13.64 1,018 -0.29 0.0056
2026-01-21 2025-12-31 13F Xylem Com 98419M100 7,493 -124 -1.63 1,020 -9.17 0.0094
2025-10-22 2025-09-30 13F Xylem Com 98419M100 7,617 212 2.86 1,124 17.35 0.0102
2025-07-17 2025-06-30 13F Xylem Com 98419M100 7,405 -299 -3.88 958 4.02 0.0085
2025-04-30 2025-03-31 13F Xylem Com 98419M100 7,704 387 5.29 920 8.49 0.0084
2025-01-24 2024-12-31 13F Xylem COM 98419M100 7,317 200 2.81 849 -11.76 0.0077
2024-10-22 2024-09-30 13F Xylem COM 98419M100 7,117 59 0.84 961 0.42 0.0085
2024-07-22 2024-06-30 13F Xylem COM 98419M100 7,058 -35 -0.49 957 4.48 0.0091
2024-04-29 2024-03-31 13F Xylem COM 98419M100 7,093 -58 -0.81 917 12.12 0.0085
2024-01-31 2023-12-31 13F Xylem COM 98419M100 7,151 -350 -4.67 818 19.79 0.0088
2023-11-09 2023-09-30 13F Xylem COM 98419M100 7,501 -513 -6.40 683 -24.39 0.0079
2023-08-09 2023-06-30 13F Xylem COM 98419M100 8,014 607 8.19 903 16.39 0.0096
2023-05-11 2023-03-31 13F Xylem COM 98419M100 7,407 118 1.62 776 0.0088
2023-01-25 2022-12-31 13F Xylem COM 98419M100 7,289 177 2.49 1 -100.00 0.0102
2022-11-10 2022-09-30 13F Xylem COM 98419M100 7,112 415 6.20 621 18.51 0.0092
2022-08-12 2022-06-30 13F Xylem COM 98419M100 6,697 -636 -8.67 524 -16.16 0.0079
2022-04-27 2022-03-31 13F Xylem COM 98419M100 7,333 496 7.25 625 -23.78 0.0075
2022-02-11 2021-12-31 13F Xylem COM 98419M100 6,837 1,280 23.03 820 19.36 0.0096
2021-11-12 2021-09-30 13F Xylem COM 98419M100 5,557 621 12.58 687 16.05 0.0084
2021-08-10 2021-06-30 13F Xylem COM 98419M100 4,936 806 19.52 592 36.41 0.0073
2021-04-30 2021-03-31 13F Xylem COM 98419M100 4,130 490 13.46 434 16.98 0.0057
2021-02-08 2020-12-31 13F Xylem COM 98419M100 3,640 -626 -14.67 371 3.34 0.0049
2020-10-30 2020-09-30 13F Xylem COM 98419M100 4,266 9 0.21 359 29.60 0.0056
2020-08-12 2020-06-30 13F Xylem COM 98419M100 4,257 939 28.30 277 28.24 0.0049
2020-04-29 2020-03-31 13F Xylem COM 98419M100 3,318 653 24.50 216 2.86 0.0043
2020-02-11 2019-12-31 13F Xylem COM 98419M100 2,665 24 0.91 210 0.00 0.0033
2019-11-08 2019-09-30 13F Xylem COM 98419M100 2,641 -264 -9.09 210 -13.58 0.0033
2019-07-24 2019-06-30 13F Xylem COM 98419M100 2,905 50 1.75 243 7.52 0.0038
2019-05-08 2019-03-31 13F Xylem COM 98419M100 2,855 -179 -5.90 226 11.88 0.0037
2019-02-07 2018-12-31 13F Xylem COM 98419M100 3,034 310 11.38 202 -7.34 0.0040
2018-10-29 2018-09-30 13F Xylem COM 98419M100 2,724 2,724 218 0.0039
2018-08-07 2018-06-30 13F Xylem COM 98419M100 0 -1,490 -100.00 0 -100.00
2018-04-30 2018-03-31 13F Xylem COM 98419M100 1,490 0 0.00 115 12.75 0.0023
2018-02-08 2017-12-31 13F Xylem COM 98419M100 1,490 735 97.35 102 117.02 0.0021
2017-11-13 2017-09-30 13F Xylem COM 98419M100 755 755 47 0.0010
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.