Institutional Ownership Xylem Inc. (XYL)
This table provides information about the institutional ownership of Xylem Inc. (XYL). We have compiled data on the 1,103 institutions that hold shares in the stock, with a total of 220 Million shares, which have been reported (via 13F filing form) to have a value of $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
13
shares
|
$1,659
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12
shares
|
$1,532
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
9
shares
|
$1,149
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
9
shares
|
$1,149
0.0% of portfolio
|
Q1 2024
Reduced 94.23%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
8
shares
|
$1,021
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
8
shares
|
$1,021
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
7
shares
|
$893
0.0% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
7
shares
|
$893
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
6
shares
|
$766
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
6
shares
|
$766
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$638
0.0% of portfolio
|
Q2 2022
Reduced 93.06%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
5
shares
|
$638
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
4
shares
|
$510
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
4
shares
|
$510
0.0% of portfolio
|
Q3 2024
Reduced 78.95%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
4
shares
|
$510
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
3
shares
|
$383
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
2
shares
|
$255
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
2
shares
|
$255
0.0% of portfolio
|
Q3 2024
Reduced 99.83%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
2
shares
|
$255
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
1
shares
|
$127
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1
shares
|
$127
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|