Parker-Hannifin Corporation
US ˙ NYSE ˙ US7010941042

SecurityPH / Parker-Hannifin Corporation
InstitutionAvantax Planning Partners, Inc.
Latest Disclosed Ownership2,027 shares
Latest Disclosed Value $ 1,814,464
Avantax Planning Partners, Inc. reports 0.85% increase in ownership of PH / Parker-Hannifin Corporation

On May 4, 2026 - Avantax Planning Partners, Inc. filed a 13F-HR form disclosing ownership of 2,027 shares of Parker-Hannifin Corporation (US:PH) valued at $1,814,651 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 2,010 shares of Parker-Hannifin Corporation. This represents a change in shares of 0.85% during the quarter. The current value of the position is $1,788,503 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F PARKER-HANNIFIN COM 701094104 2,027 17 0.85 1,814 2.72 0.0498
2026-02-05 2025-12-31 13F PARKER-HANNIFIN COM 701094104 2,010 -8 -0.40 1,766 15.50 0.0494
2025-10-31 2025-09-30 13F PARKER-HANNIFIN COM 701094104 2,018 31 1.56 1,530 10.16 0.0439
2025-08-11 2025-06-30 13F PARKER-HANNIFIN COM 701094104 1,987 0 0.00 1,388 15.00 0.0440
2025-04-29 2025-03-31 13F PARKER-HANNIFIN COM 701094104 1,987 0 0.00 1,208 -4.43 0.0428
2025-02-07 2024-12-31 13F PARKER-HANNIFIN COM 701094104 1,987 0 0.00 1,264 0.64 0.0456
2024-11-14 2024-09-30 13F PARKER-HANNIFIN COM 701094104 1,987 -10 -0.50 1,255 24.26 0.0450
2024-08-09 2024-06-30 13F PARKER-HANNIFIN COM 701094104 1,997 28 1.42 1,010 -7.68 0.0325
2024-05-03 2024-03-31 13F PARKER-HANNIFIN COM 701094104 1,969 -52 -2.57 1,094 17.51 0.0354
2024-02-09 2023-12-31 13F PARKER-HANNIFIN COM 701094104 2,021 47 2.38 931 21.22 0.0355
2023-11-06 2023-09-30 13F PARKER-HANNIFIN COM 701094104 1,974 -47 -2.33 769 -2.54 0.0322
2023-07-18 2023-06-30 13F PARKER-HANNIFIN COM 701094104 2,021 27 1.35 788 17.61 0.0313
2023-04-21 2023-03-31 13F PARKER-HANNIFIN COM 701094104 1,994 37 1.89 670 17.75 0.0272
2023-02-10 2022-12-31 13F PARKER-HANNIFIN COM 701094104 1,957 -2 -0.10 569 19.79 0.0226
2022-10-14 2022-09-30 13F PARKER-HANNIFIN COM 701094104 1,959 -3 -0.15 475 -1.66 0.0214
2022-07-18 2022-06-30 13F PARKER-HANNIFIN COM 701094104 1,962 -79 -3.87 483 -16.58 0.0206
2022-05-09 2022-03-31 13F PARKER-HANNIFIN COM 701094104 2,041 0 0.00 579 -10.79 0.0230
2022-01-28 2021-12-31 13F PARKER-HANNIFIN COM 701094104 2,041 82 4.19 649 18.43 0.0267
2021-10-27 2021-09-30 13F PARKER-HANNIFIN COM 701094104 1,959 0 0.00 548 -8.97 0.0253
2021-08-10 2021-06-30 13F PARKER-HANNIFIN COM 701094104 1,959 50 2.62 602 0.00 0.0282
2021-05-06 2021-03-31 13F PARKER-HANNIFIN COM 701094104 1,909 5 0.26 602 15.99 0.0310
2021-02-04 2020-12-31 13F PARKER-HANNIFIN COM 701094104 1,904 0 0.00 519 34.81 0.0267
2020-10-28 2020-09-30 13F PARKER-HANNIFIN COM 701094104 1,904 1,904 385 0.0203
2019-02-14 2018-12-31 13F PARKER HANNIFIN COM 701094104 0 -104 -100.00 0 -100.00
2018-11-13 2018-09-30 13F PARKER HANNIFIN COM 701094104 104 104 19 0.0015
2018-08-13 2018-06-30 13F PARKER HANNIFIN COM 701094104 0 -137 -100.00 0 -100.00
2018-05-15 2018-03-31 13F PARKER HANNIFIN COM 701094104 137 137 23 0.0020
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.