Xylem Inc.
DE ˙ XTRA ˙ US98419M1009
95,21 € ↑0,71 (0,75%)
2026-06-04
DELAT PRIS
SecurityDE:XY6 / Xylem Inc.
InstitutionCreative Planning
Latest Disclosed Ownership77,327 shares
Latest Disclosed Value $ 9,240,581
Creative Planning reports 49.57% increase in ownership of XY6 / Xylem Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 77,327 shares of Xylem Inc. (DE:XY6) valued at $8,034,275 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 51,701 shares of Xylem Inc.. This represents a change in shares of 49.57% during the quarter. The current value of the position is $7,362,304 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.

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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)
2026-05-12 2026-03-31 13F XYLEM COM 98419M100 77,327 25,626 49.57 9,241 31.25 0.0062
2026-02-17 2025-12-31 13F XYLEM COM 98419M100 51,701 -1,455 -2.74 7,041 -10.20 0.0050
2025-11-14 2025-09-30 13F XYLEM COM 98419M100 53,156 10,396 24.31 7,840 41.75 0.0060
2025-08-08 2025-06-30 13F XYLEM COM 98419M100 42,760 2,075 5.10 5,531 13.81 0.0047
2025-05-15 2025-03-31 13F XYLEM COM 98419M100 40,685 9,822 31.82 4,860 35.75 0.0046
2025-02-14 2024-12-31 13F XYLEM COM 98419M100 30,863 2,348 8.23 3,581 -7.01 0.0035
2024-10-11 2024-09-30 13F XYLEM COM 98419M100 28,515 2,536 9.76 3,850 9.28 0.0038
2024-08-15 2024-06-30 13F XYLEM COM 98419M100 25,979 904 3.61 3,524 8.73 0.0038
2024-05-13 2024-03-31 13F XYLEM COM 98419M100 25,075 110 0.44 3,241 13.52 0.0036
2024-02-14 2023-12-31 13F XYLEM COM 98419M100 24,965 471 1.92 2,855 28.04 0.0053
2023-11-16 2023-09-30 13F XYLEM COM 98419M100 24,494 -4,199 -14.63 2,230 -31.01 0.0030
2023-07-21 2023-06-30 13F XYLEM COM 98419M100 28,693 2,381 9.05 3,231 17.32 0.0043
2023-05-15 2023-03-31 13F XYLEM COM 98419M100 26,312 1,590 6.43 2,755 0.77 0.0040
2023-02-10 2022-12-31 13F XYLEM COM 98419M100 24,722 3,351 15.68 2,733 46.38 0.0041
2022-11-03 2022-09-30 13F XYLEM COM 98419M100 21,371 803 3.90 1,867 16.11 0.0032
2022-08-15 2022-06-30 13F XYLEM COM 98419M100 20,568 340 1.68 1,608 -6.73 0.0026
2022-05-16 2022-03-31 13F XYLEM COM 98419M100 20,228 4,998 32.82 1,724 -5.59 0.0027
2022-02-11 2021-12-31 13F XYLEM COM 98419M100 15,230 -584 -3.69 1,826 -6.65 0.0029
2021-11-10 2021-09-30 13F XYLEM COM 98419M100 15,814 464 3.02 1,956 6.25 0.0035
2021-08-04 2021-06-30 13F XYLEM COM 98419M100 15,350 -6,996 -31.31 1,841 -21.66 0.0033
2021-04-30 2021-03-31 13F CreativePlanning COM 98419M100 22,346 948 4.43 2,350 7.90 0.0047
2021-01-29 2020-12-31 13F XYLEM COM 98419M100 21,398 421 2.01 2,178 23.40 0.0048
2020-11-05 2020-09-30 13F XYLEM COM 98419M100 20,977 1,605 8.29 1,765 40.30 0.0046
2020-07-23 2020-06-30 13F XYLEM COM 98419M100 19,372 -1,445 -6.94 1,258 -7.23 0.0036
2020-05-05 2020-03-31 13F XYLEM COM 98419M100 20,817 455 2.23 1,356 -15.46 0.0048
2020-01-30 2019-12-31 13F XYLEM COM 98419M100 20,362 -254 -1.23 1,604 -2.25 0.0048
2019-11-01 2019-09-30 13F XYLEM COM 98419M100 20,616 337 1.66 1,641 -3.24 0.0053
2019-07-26 2019-06-30 13F XYLEM COM 98419M100 20,279 -13 -0.06 1,696 5.74 0.0057
2019-04-24 2019-03-31 13F XYLEM COM 98419M100 20,292 2,378 13.27 1,604 34.23 0.0058
2019-02-12 2018-12-31 13F/A-1 XYLEM COM 98419M100 17,914 -852 -4.54 1,195 -20.28 0.0049
2019-02-01 2018-12-31 13F XYLEM COM 98419M100 17,914 -852 1,195
2018-10-25 2018-09-30 13F XYLEM COM 98419M100 18,766 2,154 12.97 1,499 33.96 0.0056
2018-07-20 2018-06-30 13F XYLEM COM 98419M100 16,612 412 2.54 1,119 -10.19 0.0044
2018-04-18 2018-03-31 13F XYLEM COM 98419M100 16,200 -169 -1.03 1,246 11.65 0.0051
2018-01-17 2017-12-31 13F XYLEM COM 98419M100 16,369 1,026 6.69 1,116 16.13 0.0048
2017-10-17 2017-09-30 13F XYLEM COM 98419M100 15,343 -368 -2.34 961 10.33 0.0045
2017-07-12 2017-06-30 13F XYLEM COM 98419M100 15,711 1,398 9.77 871 21.14 0.0044
2017-04-07 2017-03-31 13F XYLEM COM 98419M100 14,313 -12 -0.08 719 1.41 0.0039
2017-01-09 2016-12-31 13F XYLEM COM 98419M100 14,325 10 0.07 709 -5.59 0.0043
2016-10-12 2016-09-30 13F XYLEM COM 98419M100 14,315 681 4.99 751 23.32 0.0048
2016-07-12 2016-06-30 13F XYLEM COM 98419M100 13,634 2,001 17.20 609 27.94 0.0044
2016-04-08 2016-03-31 13F XYLEM COM 98419M100 11,633 -1,511 -11.50 476 -0.83 0.0037
2016-01-11 2015-12-31 13F XYLEM COM 98419M100 13,144 -384 -2.84 480 8.11 0.0039
2015-10-09 2015-09-30 13F XYLEM COM 98419M100 13,528 1,434 11.86 444 -0.89 0.0039
2015-07-09 2015-06-30 13F XYLEM COM 98419M100 12,094 1,967 19.42 448 26.20 0.0041
2015-04-13 2015-03-31 13F XYLEM COM 98419M100 10,127 10,127 0.00 355 0.0033
2015-01-29 2014-12-31 13F XYLEM COM 98419M100 0 -8,219 -100.00 0 -100.00
2014-10-10 2014-09-30 13F XYLEM COM 98419M100 8,219 -1,421 -14.74 292 -22.55 0.0034
2014-08-20 2014-06-30 13F XYLEM COM 98419M100 9,640 4,330 81.54 377 95.34 0.0049
2014-04-11 2014-03-31 13F XYLEM COM 98419M100 5,310 276 5.48 193 10.92 0.0029
2014-01-06 2013-12-31 13F XYLEM COM 98419M100 5,034 -190 -3.64 174 19.18 0.0030
2013-10-10 2013-09-30 13F XYLEM COM 98419M100 5,224 143 2.81 146 6.57 0.0029
2013-07-09 2013-06-30 13F XYLEM COM 98419M100 5,081 5,081 137 0.0032
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.