PARKER-HANNIFIN CORP

PH Q1 2026 institutional ownership is a $92.1B book across 1,858 holders. BlackRock is the largest holder at $9.0B (10.0M shares, +5.2%, +$523M) -- the largest add. Vanguard Capital Management $7.3B (8.2M shares, NEW); Vanguard Portfolio Management $1.6B (1.8M shares, NEW). State Street $8.4B (9.3M shares, -1.0%, +$66M from share DECREASED). FMR LLC $3.6B (4.0M shares, -0.3%, -$48M). BofA $3.1B (3.5M shares, -9.7%, -$333M). Geode Capital $2.6B (2.9M shares, +6.0%, +$176M). Morgan Stanley $2.3B (2.6M shares, +19.2%, +$413M) -- significant add. Invesco $2.1B (2.4M shares, +12.2%, +$256M). Aristotle Capital $1.9B (2.1M shares, -17.9%, -$487M) -- largest seller. Capital World Investors $1.5B (1.6M shares, -31.9%, -$830M). DZ Bank $1.4B (1.6M shares, -8.4%, -$129M). Northern Trust $1.1B (1.2M shares, -0.6%, -$7M). Ameriprise $1.6B (1.8M shares, -15.1%, -$281M). Charles Schwab IM $1.4B (1.6M shares, +0.2%). Wellington Management $1.1B (1.3M shares, +5.9%, +$71M). Franklin Resources $1.0B (1.2M shares, -1.3%). Nuveen $986M (1.1M shares, -18.0%, -$216M). UBS Group $952M (1.1M shares, +9.2%, +$88M). RBC $946M (1.1M shares, -1.5%, -$15M). Goldman Sachs $779M (0.9M shares, +9.5%, +$74M). UBS AM $902M (1.0M shares, +14.3%, +$113M). Schroder Investment $880M (1.0M shares, +13.4%, +$104M). Baird Financial $784M (0.9M shares, -7.6%, -$64M). Envestnet $678M (0.8M shares, -2.0%). State Farm not present. MassFinancial not present. New positions: Vanguard two. Sellers: Aristotle -$487M, Capital World -$830M, Ameriprise -$281M, Nuveen -$216M, BofA -$333M, DZ Bank -$129M, Baird -$64M, Franklin -$14M, RBC -$15M, Northern Trust -$7M, Envestnet -$16M. Buyers: BlackRock +$523M, Morgan Stanley +$413M, Invesco +$256M, Geode +$176M, UBS AM +$113M, Schroder +$104M, UBS Group +$88M, Goldman +$74M, Wellington +$71M, JPMorgan not significant, State Street +$66M (artifact), Wells Fargo not present. The 75.50 whaleScore reflects AUM. Smart-money read: mixed. PH Q1 2026 shows a DIVERGENT quarter: active managers are split between those adding to diversified-industrial/motion-technology names (BlackRock, Morgan Stanley, Invesco, Geode, UBS AM, Schroder) and those reducing (Aristotle, Capital World, Ameriprise, Nuveen). The sell-cohort magnitude (Aristotle -$487M, Capital World -$830M, Ameriprise -$281M, Nuveen -$216M = $1.8B) nearly offsets the buy-cohort (BlackRock +$523M, Morgan Stanley +$413M, Invesco +$256M = $1.2B). This suggests a sector-rotation trade within industrials rather than a consensus view on PH specifically. Net read: neutral on Parker-Hannifin -- the mixed signal reflects a stock-specific or strategy-specific rotation rather than a broad industrial thesis shift. PH's diversification across aerospace, climate, and industrial segments provides some resilience to single-end-market headwinds.