Xylem Inc.

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 1,095 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• THE ACQUISITION. Xylem completed its all-stock acquisition of Evoqua Water Technologies Corp. on 24 May 2023 (8-K filed same day, accession 0001193125-23-152550). Each share of Evoqua common stock was converted into 0.48 shares of Xylem common stock (the Exchange Ratio), confirmed. This closed more than three years before the 18 Aug 2026 research date, so EVERY register source used in this file (all dated 30 Jun 2026 for the 13F rows and 6 Mar 2026 for the proxy rows) sits well AFTER the closing date and already reflects the post-merger, enlarged Xylem share base; there is no pre-merger 13F contamination risk here the way there would be for a recently closed deal. Checked Evoqua's own last DEF 14A before the merger (filed 23 Dec 2022, CIK 0001604643) for its 5% holder table per the brief's Devon precedent: BlackRock 13,892,245 sh (11.40%), Invesco Ltd. 6,826,492 sh (5.60%), The Vanguard Group 11,069,476 sh (9.08%). All three are ordinary index/institutional managers, not a founder, sovereign or strategic holder, and BlackRock and Vanguard are already the two largest rows in this register via their own current Xylem 13F filings; no distinct 'missing holder' analogous to Devon's was found.
• Xylem's shares outstanding grew from roughly 187 million pre-merger to about 260 million issued immediately after the May 2023 Evoqua share issuance (per the FY2025 10-K balance sheet, which shows 260.3 million issued at 31 Dec 2025 before treasury shares), so the merger materially moved the share basis at the time, but has been fully reflected in every subsequent SEC filing since 2023. No stock split was found: the FY2025 10-K and Q2 2026 10-Q were searched for 'stock split', 'two-for-one', 'forward split' and 'reverse split' with zero hits.
• HOLDINGS. Only one holding was found: a 61.0% consolidated interest in Global Omnium Idrica, S.L. (Idrica), a private Spanish water-industry digital transformation company, with a genuine 39.0% third-party minority (redeemable non-controlling interest) held by the original joint venture partner. This is a holding under the brief's Nucor/Moody's ICRA precedent (consolidated is not the same as wholly owned) rather than a wholly owned subsidiary. The FY2025 10-K (period ended 31 Dec 2025, filed 25 Feb 2026) and the Q2 2026 10-Q (period ended 30 Jun 2026, filed 28 Jul 2026) were both searched in full text for 'equity method', 'unconsolidated', 'joint venture', 'noncontrolling interest', 'non-marketable', 'minority interest', 'variable interest entity', 'VIE', 'affiliate', 'strategic investment', 'cost method', 'marketable securities' and 'equity securities'. Idrica is the only named equity affiliate/JV in either filing; there is no combined, multi-investee 'equity affiliates' balance the way Air Products or Invesco carry. The Q2 2026 10-Q's own full-text search for 'equity method' and 'joint venture' returned zero hits (the note is not repeated every quarter), but Note 20 'Redeemable Non-Controlling Interest' confirms the Idrica position and its 39% minority holder are unchanged as of 30 Jun 2026.
• Marketable securities held as treasury and pension-plan portfolios are NOT holdings, per the brief. The FY2025 10-K's only other 'equity securities' language is the defined-benefit pension plan's fair-value asset table (domestic and foreign equity securities as an asset-class bucket, 36.7% of plan assets at 31 Dec 2025) and the Issuer Purchases of Equity Securities disclosure (Xylem's own buyback table); neither names individual investees and neither is included here.
• REGISTER CROSS-CHECK against the proxy's own 5%-holder table (2026 proxy, filed 30 Mar 2026). It names only two 5%+ holders as of 31 Dec 2025, both sourced from stale Schedule 13G/A filings: BlackRock, Inc. at 24,255,217 shares (10.0%, per a 13G/A as of 31 Dec 2023 filed 24 Jan 2024) and The Vanguard Group at 28,047,688 shares (11.5%, per a 13G/A as of 31 Dec 2023 filed 13 Feb 2024). No unexpected strategic or sovereign holder surfaced. This register instead uses each manager's fresh Q2 2026 Form 13F-HR (30 Jun 2026 position date): Vanguard's eight successor entities sum to 30,600,080 shares (13.11%) and BlackRock is 25,037,896 shares (10.72%), both higher than the stale 13G figures in the proxy, consistent with continued accumulation over the intervening two and a half years rather than a data error. The stale figures are kept in each row's method_note per the brief.
• T. Rowe Price Investment Management, Inc. (CIK 0001897612) and all three Capital Group entities (Capital World Investors CIK 1422849, Capital International Investors CIK 1562230, Capital Research Global Investors CIK 1422848) were individually checked in their Q2 2026 13F-HR info tables and hold ZERO Xylem shares as of 30 Jun 2026, so no Capital Group row appears in this register; this is a checked-and-confirmed absence, not an unchecked gap.
• Percentages are computed against 233,486,812 common shares outstanding as of 24 Jul 2026 (Q2 2026 10-Q cover page) for every register row, including the two proxy-sourced insider rows, which are valued as of the proxy's own 6 Mar 2026 record date (the proxy itself only states 'less than 1%' against a slightly different, contemporaneous 242,748,449 share count rather than a precise percentage).
• Internal price cross-check across the fresh 13F rows for CUSIP 98419M100: BlackRock ($2,959,729,662 / 25,037,896 sh = $118.20), State Street ($1,352,874,322 / 11,444,669 sh = $118.20), Northern Trust ($389,527,365 / 3,295,215 sh = $118.21) and Morgan Stanley ($509,811,235 / 4,312,757 sh = $118.22) all cluster tightly around $118.20 per share as of 30 Jun 2026, which is what confirmed the T. Rowe Price thousands-convention rescale (its raw, unscaled figure implied $0.118/share, about 1000x too low).
• Market capitalisation of $26.65 billion and the $114.14 share price are stockanalysis.com's intraday figures as of 18 Aug 2026, 3:55pm EDT. Cross-check: 233,486,812 shares x $114.14 implies approximately $26.65 billion, matching closely.
• Self-gate check, computed with the chart's own arithmetic (member rows count at full value; only the aggregate a member rolls into is reduced by that member's value). 14 register rows: 12 institutional/13F rows plus 2 proxy-sourced insider rows. Members map: Pine's 299,154 shares roll into the 17-person officers-and-directors group. The group's raw 786,605 shares is reduced to a residual of 487,451 (786,605 minus 299,154); every other row, including Pine's own row, counts at full value. Total = 89,304,455 shares against 233,486,812 shares outstanding, or 38.25%, within the brief's expected 25 to 45 percent range for a company that has completed a large stock merger.