ZWSNYSEGeneral Industrial Machinery & EquipmentFiscal year ends December 31
Zurn Elkay Water Solutions Corp
Financials through Q1 FY2026, quarter ended Mar 31, 2026Last filing: 10-Q on Jul 28, 2026
$47.12+0.06 (+0.13%)
Close on Oct 19, 2026
- Market cap
- $8.00B
- P/E (TTM)
- 37.7
- Dividend yield
- 0.81%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
89.4%
148M of 166M shares
Institutional holders
435
63 new, 41 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
1 buys · 25 sales
Net sold $38.84M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 8,998,665 | 5.37% | 13G (passive) | Mar 31, 2026 |
| Kayne Anderson Rudnick Investment Management, LLC | 8,892,394 | 5.30% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 22,961,834 | 13.60% | 13G (passive) amendment | Mar 31, 2025 |
| Aimee Katz | 15,259,985 | 9.06% | 13G (passive) amendment | Feb 13, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ZWS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 24,566,503 | 14.81% | $1.24B | +540,082 | 0.02% |
| Vanguard Portfolio Management LLC | 8,988,098 | 5.42% | $454.17M | +131,792 | 0.02% |
| Kayne Anderson Rudnick Investment Management LLC | 8,892,334 | 5.36% | $449.33M | −1,958,233 | 1.40% |
| Vanguard Capital Management LLC | 7,014,394 | 4.23% | $354.44M | +27,024 | 0.01% |
| State Street Corp | 5,986,944 | 3.61% | $302.52M | +350,569 | 0.01% |
| Bank Of America Corp /De/ | 5,504,857 | 3.32% | $278.16M | −115,942 | 0.02% |
| Invesco Ltd. | 4,649,274 | 2.80% | $234.93M | +45,656 | 0.02% |
| Geode Capital Management, LLC | 3,842,182 | 2.32% | $194.18M | +196,110 | 0.01% |
| Beck Mack & Oliver LLC | 3,431,406 | 2.07% | $173.39M | −66,584 | 3.38% |
| Jupiter Topco LLC | 3,409,405 | 2.06% | $172.29M | New | 0.07% |
| First Trust Advisors LP | 3,179,833 | 1.92% | $160.68M | +101,609 | 0.09% |
| Alliancebernstein L.P. | 3,045,939 | 1.84% | $136.58M | −149,924 | 0.05% |
| Price T Rowe Associates Inc /Md/ | 2,756,245 | 1.66% | $139.27K | −159,842 | 0.01% |
| Impax Asset Management Group plc | 2,633,758 | 1.59% | $133.08M | +24,616 | 0.87% |
| Dimensional Fund Advisors LP | 2,593,197 | 1.56% | $131.03M | +30,166 | 0.02% |
| Crescent Grove Advisors, LLC | 2,349,563 | 1.42% | $118.72M | +1,014,788 | 9.91% |
| Nomura Asset Management International Inc. | 2,284,516 | 1.38% | $115.44M | −521,854 | 0.17% |
| Morgan Stanley | 2,176,223 | 1.31% | $109.96M | +378,621 | 0.01% |
| Charles Schwab Investment Management Inc | 2,150,657 | 1.30% | $108.67M | +64,725 | 0.01% |
| Norges Bank | 2,096,197 | 1.26% | $105.92M | New | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 435 | 148M | 89.4% | 63 / 174 | 145 / 41 | 14M | 9M |
| Q1 2026 | 420 | 147M | 88.7% | 75 / 145 | 147 / 36 | 27M | 14M |
| Q4 2025 | 386 | 151M | 91.3% | 61 / 138 | 132 / 39 | 14M | 17M |
| Q3 2025 | 370 | 155M | 93.5% | 74 / 115 | 126 / 44 | 17M | 15M |
| Q2 2025 | 347 | 153M | 92.4% | 40 / 141 | 119 / 41 | 6M | 6M |
| Q1 2025 | 351 | 154M | 92.6% | 58 / 128 | 124 / 30 | 8M | 6M |
| Q4 2024 | 328 | 152M | 91.6% | 54 / 125 | 115 / 26 | 10M | 13M |
| Q3 2024 | 303 | 157M | 94.5% | 52 / 116 | 104 / 44 | 38M | 11M |
| Q2 2024 | 299 | 143M | 86.2% | 38 / 140 | 87 / 35 | 8M | 13M |
| Q1 2024 | 298 | 148M | 89.2% | 56 / 110 | 93 / 34 | 10M | 8M |
| Q4 2023 | 279 | 146M | 88.0% | 75 / 81 | 88 / 29 | 20M | 15M |
| Q3 2023 | 234 | 141M | 85.0% | 38 / 74 | 85 / 19 | 11M | 13M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ZWS | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 8,956,957 | 5.40% | $452.60M | 0.41% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 5,036,936 | 3.04% | $254.52M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 3,883,392 | 2.34% | $196.23M | 0.24% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,636,350 | 2.19% | $183.74M | 0.10% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 2,303,063 | 1.39% | $116.37M | 0.17% | Jun 30, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 1,755,813 | 1.06% | $88.72M | 0.77% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,702,879 | 1.03% | $86.05M | 0.09% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,651,491 | 1.00% | $83.42M | 0.24% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 1,401,561 | 0.85% | $70.82M | 0.46% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,363,349 | 0.82% | $68.89M | 0.41% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 1,335,379 | 0.81% | $67.48M | 0.82% | Jun 30, 2026 |
| Janus Henderson Triton Fund | 1,289,411 | 0.78% | $65.15M | 1.10% | Jun 30, 2026 |
| Nomura Small Cap Core Fund | 1,251,955 | 0.75% | $58.84M | 1.07% | May 29, 2026 |
| Global X U.S. Infrastructure Development ETF | 1,227,595 | 0.74% | $57.70M | 0.43% | May 31, 2026 |
| Fullerthaler Behavioral Small-Cap Growth | 1,172,600 | 0.71% | $59.25M | 0.96% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Todd A. Adams | Chairman and CEO, Director | 2,533,524 | 1.53% | Feb 10, 2026 |
| Mark W. Peterson | Chief Administrative Officer | 314,417 | 0.19% | Aug 6, 2026 |
| Arnaldo Arturo Hernandez Covarrubias | Executive VP & General Manager | 16,458 | 0.01% | Aug 3, 2026 |
| Charles Wesley Cline | Senior VP, Supply Chain | 3,468 | 0.00% | Aug 3, 2026 |
| Angela M. Hersil | VP, Mktg, Com, Sus & Pub Aff | 12,236 | 0.01% | Aug 3, 2026 |
| Jeremy L. LaMotte | Vice President, ZEBS | 30,292 | 0.02% | Aug 3, 2026 |
| Daniel J. Klun | Chief Financial Officer | 27,873 | 0.02% | Jun 2, 2026 |
| Sudhanshu Chhabra | VP-Zurn Business Systems | 94,434 | 0.06% | Feb 19, 2026 |
| Jeffrey J. LaValle | VP, General Counsel & Sec'y | 53,234 | 0.03% | Feb 19, 2026 |
| Michael Troutman | Chief Information Officer | 63,217 | 0.04% | Feb 19, 2026 |
| David J. Pauli | Chief Financial Officer | 66,789 | 0.04% | Feb 13, 2026 |
| Jeffrey A. Schoon | President | 64,297 | 0.04% | Feb 13, 2026 |
| Jacques Donavon Butler | Director | 37,487 | 0.02% | Aug 21, 2026 |
| Peggy Troy | Director | 65,728 | 0.04% | Jul 17, 2026 |
| George C. Moore | Director | 120,949 | 0.07% | Jul 17, 2026 |
| Thomas Christopoul | Director | 118,435 | 0.07% | Jul 17, 2026 |
| Rosemary Schooler | Director | 62,297 | 0.04% | Jul 17, 2026 |
| David C. Longren | Director | 98,821 | 0.06% | Jul 17, 2026 |
| Timothy J. Jahnke | Director | 428,864 | 0.26% | Feb 19, 2026 |
| Mark S. Bartlett | Director | 141,583 | 0.09% | Feb 10, 2026 |
| Emma M. McTague | Director | 20,039 | 0.01% | Feb 10, 2026 |
| Mountain LLC Ice | – | 23,454,164 | 14.14% | Feb 18, 2025 |
| 2004 DYN Trust Katz | – | 23,674,164 | 14.27% | Feb 18, 2025 |
| Aimee Katz | – | 15,245,884 | 9.19% | Feb 18, 2025 |
| April Jalazo | – | 15,002,819 | 9.05% | Feb 18, 2025 |
| Bay LLC Cascade | – | 15,002,819 | 9.05% | Feb 18, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jacques Donavon Butler Director | Aug 19, 2026 | Buy | +2,016 | $49.60 | $99.99K | 37,487 |
| Mark W. Peterson Chief Administrative Officer | Aug 4, 2026 | Sale | −25,000 | $53.02 | $1.33M | 308,814 |
| Thomas Christopoul Director | Jul 15, 2026 | Award | +630 | $47.63 | $30.01K | 118,435 |
| Rosemary Schooler Director | Jul 15, 2026 | Award | +525 | $47.63 | $25.01K | 62,297 |
| David C. Longren Director | Jul 15, 2026 | Award | +604 | $47.63 | $28.77K | 98,821 |
| George C. Moore Director | Jul 15, 2026 | Award | +657 | $47.63 | $31.29K | 120,949 |
| Peggy Troy Director | Jul 15, 2026 | Award | +604 | $47.63 | $28.77K | 65,728 |
| Daniel J. Klun Chief Financial Officer | May 28, 2026 | Award | +2,276 | – | – | 26,357 |
| Peggy Troy Director | Apr 15, 2026 | Award | +607 | $47.39 | $28.77K | 65,124 |
| Thomas Christopoul Director | Apr 15, 2026 | Award | +634 | $47.39 | $30.05K | 117,805 |
| George C. Moore Director | Apr 15, 2026 | Award | +660 | $47.39 | $31.28K | 120,292 |
| David C. Longren Director | Apr 15, 2026 | Award | +607 | $47.39 | $28.77K | 98,217 |
| Rosemary Schooler Director | Apr 15, 2026 | Award | +528 | $47.39 | $25.02K | 61,772 |
| Mark W. Peterson Chief Administrative Officer | Feb 17, 2026 | Sale | −2,006 | $50.86 | $102.03K | 333,814 |
| Michael Troutman Chief Information Officer | Feb 17, 2026 | Sale | −448 | $50.80 | $22.76K | 61,327 |
| Timothy J. Jahnke Director | Feb 17, 2026 | Sale | −25,000 | $51.18 | $1.28M | 266,864 |
| Sudhanshu Chhabra VP-Zurn Business Systems | Feb 17, 2026 | Sale | −2,021 | $50.85 | $102.77K | 69,556 |
| Jeffrey J. LaValle VP, General Counsel & Sec'y | Feb 17, 2026 | Sale | −447 | $50.86 | $22.73K | 51,421 |
| Michael Troutman Chief Information Officer | Feb 11, 2026 | Sale | −919 | $51.67 | $47.48K | 61,775 |
| David J. Pauli Chief Financial Officer | Feb 11, 2026 | Sale | −812 | $51.61 | $41.91K | 65,995 |
| Jeffrey J. LaValle VP, General Counsel & Sec'y | Feb 11, 2026 | Sale | −946 | $51.63 | $48.84K | 51,868 |
| Mark W. Peterson Chief Administrative Officer | Feb 11, 2026 | Sale | −3,793 | $51.48 | $195.26K | 335,820 |
| Jeffrey A. Schoon President | Feb 11, 2026 | Sale | −1,286 | $51.54 | $66.28K | 61,255 |
| Jeffrey J. LaValle VP, General Counsel & Sec'y | Feb 10, 2026 | Award | +2,334 | – | – | 52,814 |
| Jeffrey J. LaValle VP, General Counsel & Sec'y | Feb 10, 2026 | Sale | −6,097 | $51.80 | $315.82K | 49,803 |
| Rosemary Schooler Director | Feb 10, 2026 | Award | +2,900 | – | – | 61,244 |
| Mark S. Bartlett Director | Feb 10, 2026 | Award | +2,900 | – | – | 141,583 |
| Jeffrey A. Schoon President | Feb 10, 2026 | Sale | −12,034 | $51.80 | $623.36K | 62,541 |
| George C. Moore Director | Feb 10, 2026 | Award | +2,900 | – | – | 119,632 |
| Peggy Troy Director | Feb 10, 2026 | Award | +2,900 | – | – | 64,517 |
| Jacques Donavon Butler Director | Feb 10, 2026 | Award | +2,900 | – | – | 35,471 |
| David J. Pauli Chief Financial Officer | Feb 10, 2026 | Sale | −7,639 | $51.80 | $395.70K | 66,807 |
| Todd A. Adams Chairman and CEO, Director | Feb 10, 2026 | Sale | −5,050 | $51.80 | $261.59K | 2,526,684 |
| Todd A. Adams Chairman and CEO, Director | Feb 10, 2026 | Sale | −270,000 | $51.78 | $13.98M | 2,256,684 |
| Timothy J. Jahnke Director | Feb 10, 2026 | Award | +2,900 | – | – | 291,864 |
| Michael Troutman Chief Information Officer | Feb 10, 2026 | Sale | −5,922 | $51.80 | $306.76K | 62,694 |
| Mark W. Peterson Chief Administrative Officer | Feb 10, 2026 | Sale | −35,267 | $51.80 | $1.83M | 333,739 |
| Mark W. Peterson Chief Administrative Officer | Feb 10, 2026 | Award | +5,874 | – | – | 339,613 |
| David C. Longren Director | Feb 10, 2026 | Award | +2,900 | – | – | 97,610 |
| Emma M. McTague Director | Feb 10, 2026 | Award | +2,900 | – | – | 20,039 |
| Thomas Christopoul Director | Feb 10, 2026 | Award | +2,900 | – | – | 117,171 |
| Todd A. Adams Chairman and CEO, Director | Feb 9, 2026 | Sale | −263,347 | $52.68 | $13.87M | 2,531,734 |
| Jeffrey J. LaValle VP, General Counsel & Sec'y | Feb 6, 2026 | Award | +18,407 | – | – | 55,900 |
| Jeffrey A. Schoon President | Feb 6, 2026 | Award | +24,981 | – | – | 73,927 |
| David J. Pauli Chief Financial Officer | Feb 6, 2026 | Award | +15,778 | – | – | 74,446 |
| Todd A. Adams Chairman and CEO, Director | Feb 6, 2026 | Award | +569,734 | – | – | 2,795,081 |
| Michael Troutman Chief Information Officer | Feb 6, 2026 | Award | +17,881 | – | – | 68,386 |
| Mark W. Peterson Chief Administrative Officer | Feb 6, 2026 | Award | +73,628 | – | – | 369,006 |
| Mark W. Peterson Chief Administrative Officer | Feb 5, 2026 | Sale | −23,183 | $51.40 | $1.19M | 295,378 |
| Timothy J. Jahnke Director | Feb 4, 2026 | Sale(10b5-1 plan) | −17,900 | $50.44 | $902.88K | 288,964 |
| Thomas Christopoul Director | Jan 15, 2026 | Award | +609 | $47.27 | $28.79K | 114,271 |
| David C. Longren Director | Jan 15, 2026 | Award | +582 | $47.27 | $27.51K | 94,710 |
| Rosemary Schooler Director | Jan 15, 2026 | Award | +503 | $47.27 | $23.78K | 58,344 |
| George C. Moore Director | Jan 15, 2026 | Award | +635 | $47.27 | $30.02K | 116,732 |
| Peggy Troy Director | Jan 15, 2026 | Award | +582 | $47.27 | $27.51K | 61,617 |
| Emma M. McTague Director | Jan 15, 2026 | Award | +503 | $47.27 | $23.78K | 17,139 |
| Todd A. Adams Chairman and CEO, Director | Dec 12, 2025 | Gift | −47,000 | – | – | 2,225,347 |
| Sudhanshu Chhabra VP-Zurn Business Systems | Nov 21, 2025 | Gift | +22,753 | – | – | 22,753 |
| Sudhanshu Chhabra VP-Zurn Business Systems | Nov 21, 2025 | Gift | −22,753 | – | – | 71,577 |
| Mark W. Peterson Chief Administrative Officer | Nov 12, 2025 | Sale | −21,570 | $48.48 | $1.05M | 318,561 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| William Peterson Mark Officer | Aug 4, 2026 | 25,000 | $1.33M | Aug 4, 2026 | Acquired as compensation -- Performance Awards |
| Timothy J. Jahnke Director | Feb 17, 2026 | 25,000 | $1.28M | Feb 17, 2026 | Merger |
| Mark W. Peterson Officer | Feb 17, 2026 | 2,006 | $102.02K | Feb 17, 2026 | Restricted Stock Vesting |
| Michael Troutman Officer | Feb 17, 2026 | 448 | $22.76K | Feb 17, 2026 | Restricted Stock Vesting |
| Sudhanshu Chhabra Officer | Feb 17, 2026 | 2,021 | $102.77K | Feb 17, 2026 | Restricted Stock Vesting |
| Jeffrey J. LaValle Officer | Feb 17, 2026 | 447 | $22.74K | Feb 17, 2026 | Restricted Stock Vesting |
| Mark W. Peterson Officer | Feb 11, 2026 | 3,793 | $195.27K | Feb 11, 2026 | Restricted Stock Vesting |
| Jeffrey A. Schoon Officer | Feb 11, 2026 | 1,286 | $66.28K | Feb 11, 2026 | Restricted Stock Vesting |
| Jeffrey J. LaValle Officer | Feb 11, 2026 | 946 | $48.84K | Feb 11, 2026 | Restricted Stock Vesting |
| Michael Troutman Officer | Feb 11, 2026 | 919 | $47.49K | Feb 11, 2026 | Restricted Stock Vesting |
| David J. Pauli Officer | Feb 11, 2026 | 812 | $41.91K | Feb 11, 2026 | Restricted Stock Vesting |
| Todd A. Adams Officer, Director | Feb 10, 2026 | 5,050 | $261.60K | Feb 10, 2026 | Restricted Stock Vesting |
| Mark W. Peterson Officer | Feb 10, 2026 | 35,267 | $1.83M | Feb 10, 2026 | Restricted Stock Vesting |
| Michael Troutman Officer | Feb 10, 2026 | 5,922 | $308.16K | Feb 10, 2026 | Restricted Stock Vesting |
| Jeffrey A. Schoon Officer | Feb 10, 2026 | 12,034 | $625.06K | Feb 10, 2026 | Restricted Stock Vesting |