13FPulse
PH

PH PARKER HANNIFIN CORP

2026Q2 · CUSIP 701094104 · Sector: Industrials

Cooling

Net holder growth weakened from last quarter

Funds that own it
1,941
Institutions that reported holding it to the SEC
Net increase in holders
+10
Last quarter 1,931 → now 1,941
How unusual is that
Above average
Stronger buying than 69% of US stocks
What the filings say, in one paragraph

1,941 funds held PH at the end of 2026Q2, up 10 from the quarter before. Buying has come off its highs, but funds are not exiting. On the business itself, revenue over the last 12 months was $21.5B(YoY +8.3%), the P/E is 35.5x, return on equity is 23.7%. PH has had 34 buying rushes in its history, and the price moved +5.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=514 2013Q4: holders=545 2014Q1: holders=569 2014Q2: holders=568 2014Q3: holders=545 2014Q4: holders=564 2015Q1: holders=569 2015Q2: holders=577 2015Q3: holders=540 2015Q4: holders=543 2016Q1: holders=568 2016Q2: holders=584 2016Q3: holders=602 2016Q4: holders=643 2017Q1: holders=673 2017Q2: holders=667 2017Q3: holders=658 2017Q4: holders=712 2018Q1: holders=726 2018Q2: holders=677 2018Q3: holders=698 2018Q4: holders=681 2019Q1: holders=697 2019Q2: holders=721 2019Q3: holders=705 2019Q4: holders=779 2020Q1: holders=689 2020Q2: holders=736 2020Q3: holders=791 2020Q4: holders=902 2021Q1: holders=922 2021Q2: holders=938 2021Q3: holders=894 2021Q4: holders=984 2022Q1: holders=983 2022Q2: holders=918 2022Q3: holders=957 2022Q4: holders=1027 2023Q1: holders=1084 2023Q2: holders=1140 2023Q3: holders=1180 2023Q4: holders=1300 2024Q1: holders=1419 2024Q2: holders=1444 2024Q3: holders=1523 2024Q4: holders=1631 2025Q1: holders=1594 2025Q2: holders=1634 2025Q3: holders=1667 2025Q4: holders=1846 2026Q1: holders=1931 2026Q2: holders=1941 -179 -89.5 +0 +89.5 +179 46212512039 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 34 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 5% +13.2%
2025Q4 Top 5% -9.9% -14.9%
2025Q3 Top 10% +8.9% +23.6%
2025Q2 Top 10% +2.8% +13.5%
2024Q4 Top 5% -12.9% -2.6%
2024Q3 Top 5% -7.8% -3.3%
2024Q2 Top 10% +7.9% +20.2%
2024Q1 Top 1% in the market -7.3% +7.6%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
375
Change in large funds
+30
Total value they hold
$107.7B
Funds buying for the first time
178
Funds that sold out entirely
168
Price change that quarter
+17.8%
Funds holding puts (bearish)
19
Funds holding calls (bullish)
16

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
35.5
EPS (TTM)
$28.48
EPS YoY
+5.0%
Revenue (TTM)
$21.5B
Revenue YoY
+8.3%
Net margin
17.0%
ROE
23.7%
Debt ratio
50.1%
FCF (TTM)
$3.9B
Dividend (TTM)
$7.40
Quarterly Revenue & EPS
2021-09-30: EPS 3.45 2021-12-31: EPS 2.97 2022-03-31: EPS 2.67 2022-06-30: EPS 1.00 2022-09-30: EPS 2.98 2022-12-31: EPS 3.04 2023-03-31: EPS 4.54 2023-06-30: EPS 5.48 2023-09-30: EPS 4.99 2023-12-31: EPS 5.23 2024-03-31: EPS 5.56 2024-06-30: EPS 6.06 2024-09-30: EPS 5.34 2024-12-31: EPS 7.25 2025-03-31: EPS 7.37 2025-06-30: EPS 7.16 2025-09-30: EPS 6.29 2025-12-31: EPS 6.60 2026-03-31: EPS 7.06 2026-06-30: EPS 8.53 0B 2.9B 5.8B $B 0.00 4.69 9.38 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 29 21 30 39 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K668M1.3B 20162017201820192020202120222023202420252026
Latest quarter $881M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.