PH

PH PARKER HANNIFIN CORP

2026Q2 · CUSIP 701094104 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,987
Institutions that reported holding it to the SEC
Net increase in holders
+50
Last quarter 1,937 → now 1,987
How unusual is that
Top 10%
Stronger buying than 92% of US stocks
What the filings say, in one paragraph

1,987 funds held PH at the end of 2026Q2, up 50 from the quarter before. That is stronger buying than 91.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $21.5B(YoY +8.3%), the P/E is 31.8x, return on equity is 23.7%. PH has had 35 buying rushes in its history, and the price moved +5.5% 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=570 2014Q2: holders=569 2014Q3: holders=546 2014Q4: holders=565 2015Q1: holders=570 2015Q2: holders=578 2015Q3: holders=541 2015Q4: holders=544 2016Q1: holders=569 2016Q2: holders=585 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=895 2021Q4: holders=985 2022Q1: holders=983 2022Q2: holders=919 2022Q3: holders=958 2022Q4: holders=1027 2023Q1: holders=1084 2023Q2: holders=1140 2023Q3: holders=1180 2023Q4: holders=1302 2024Q1: holders=1421 2024Q2: holders=1447 2024Q3: holders=1526 2024Q4: holders=1634 2025Q1: holders=1598 2025Q2: holders=1637 2025Q3: holders=1671 2025Q4: holders=1851 2026Q1: holders=1937 2026Q2: holders=1987 -180 -90 +0 +90 +180 46212752087 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 35 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10% — —
2026Q1 Top 5% +12.2% +12.1%
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% +8.3% +20.2%

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
386
Change in large funds
+40
Total value they hold
$108.6B
Funds buying for the first time
179
Funds that sold out entirely
129
Price change that quarter
+22.8%
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.

Fundamentals

PE (TTM)
31.8
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.