파커-하니핀 주식회사
MX ˙ BMV ˙ FR0010263202
SecurityMX:PH / Parker-Hannifin Corporation
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership352 shares
Latest Disclosed Value $ 315,124
Heritage Wealth Advisors ownership in PH / Parker-Hannifin Corporation

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 352 shares of Parker-Hannifin Corporation (MX:PH) valued at $315,124 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 352 shares of Parker-Hannifin Corporation. This represents a change in shares of 0.00% 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)
2026-05-13 2026-03-31 13F Parker-Hannifin COM 701094104 352 0 0.00 315 1.94 0.0123
2026-02-13 2025-12-31 13F Parker-Hannifin COM 701094104 352 0 0.00 309 16.17 0.0118
2025-11-13 2025-09-30 13F Parker-Hannifin COM 701094104 352 0 0.00 267 8.57 0.0117
2025-08-11 2025-06-30 13F Parker-Hannifin COM 701094104 352 0 0.00 246 15.02 0.0117
2025-05-08 2025-03-31 13F Parker-Hannifin COM 701094104 352 -3 -0.85 214 -5.33 0.0108
2025-02-12 2024-12-31 13F Parker-Hannifin COM 701094104 355 3 0.85 226 1.35 0.0112
2024-11-12 2024-09-30 13F Parker-Hannifin COM 701094104 352 12 3.53 222 29.82 0.0104
2024-12-12 2024-06-30 13F/A-1 Parker-Hannifin COM 701094104 340 0 0.00 172 -9.04 0.0078
2024-08-06 2024-06-30 13F Parker-Hannifin COM 701094104 340 0 172 0.0078
2024-12-12 2024-03-31 13F/A-1 Parker-Hannifin COM 701094104 340 0 0.00 189 20.51 0.0086
2024-05-08 2024-03-31 13F Parker-Hannifin COM 701094104 340 0 189 0.0087
2024-12-12 2023-12-31 13F/A-1 Parker-Hannifin COM 701094104 340 -56 -14.14 157 1.30 0.0078
2024-02-12 2023-12-31 13F Parker-Hannifin COM 701094104 349 -47 161 0.0080
2024-12-12 2023-09-30 13F/A-1 Parker-Hannifin COM 701094104 396 0 0.00 154 0.00 0.0084
2023-11-09 2023-09-30 13F Parker-Hannifin COM 701094104 396 0 154 0.0084
2024-12-12 2023-06-30 13F/A-1 Parker-Hannifin COM 701094104 396 0 0.00 154 15.79 0.0082
2023-08-09 2023-06-30 13F Parker-Hannifin COM 701094104 396 0 154 0.0082
2023-05-04 2023-03-31 13F Parker-Hannifin COM 701094104 396 0 0.00 133 15.65 0.0074
2024-12-12 2022-12-31 13F/A-1 Parker-Hannifin COM 701094104 396 0 0.00 115 21.05 0.0067
2023-02-07 2022-12-31 13F Parker-Hannifin COM 701094104 396 0 115 0.0067
2024-12-12 2022-09-30 13F/A-1 Parker-Hannifin COM 701094104 396 0 0.00 96 0.0070
2022-11-10 2022-09-30 13F Parker-Hannifin COM 701094104 396 0 0 0.0070
2022-08-04 2022-06-30 13F Parker-Hannifin COM 701094104 396 340 607.14 0 0.0067
2022-05-11 2022-03-31 13F Parker-Hannifin COM 701094104 56 0 0.00 0 0.0009
2022-03-28 2021-12-31 13F/A-1 Parker-Hannifin COM 701094104 56 0 0.00 0 -100.00 0.0010
2022-02-02 2021-12-31 13F Parker-Hannifin COM 701094104 56 0 18 0.0010
2021-11-02 2021-09-30 13F Parker-Hannifin COM 701094104 56 0 0.00 16 -11.76 0.0010
2021-08-09 2021-06-30 13F/A-1 Parker-Hannifin COM 701094104 56 0 0.00 17 0.00 0.0011
2021-07-27 2021-06-30 13F Parker-Hannifin COM 701094104 56 0 15 0.0009
2021-04-27 2021-03-31 13F Parker-Hannifin COM 701094104 56 0 0.00 18 13.33 0.0011
2021-02-01 2020-12-31 13F Parker-Hannifin COM 701094104 56 0 0.00 15 36.36 0.0009
2020-11-03 2020-09-30 13F Parker-Hannifin COM 701094104 56 0 0.00 11 10.00 0.0015
2020-07-17 2020-06-30 13F/A-1 Parker-Hannifin COM 701094104 56 0 0.00 10 42.86 0.0014
2020-07-17 2020-06-30 13F Parker-Hannifin COM 701094104 30,000 29,944 10 1,399.3941
2020-05-05 2020-03-31 13F Parker-Hannifin COM 701094104 56 0 0.00 7 -36.36 0.0013
2020-02-04 2019-12-31 13F Parker-Hannifin COM 701094104 56 0 0.00 12 10.00 0.0015
2019-10-30 2019-09-30 13F Parker-Hannifin COM 701094104 56 0 0.00 10 11.11 0.0015
2019-08-05 2019-06-30 13F Parker-Hannifin COM 701094104 56 56 10 0.0015
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.