Dana Investment Advisors, Inc.
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1427514
BROOKFIELD, WI
Position in FERG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,446,900
+$81,307 QoQ
Shares Held
48,232
-1.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#228
of 939 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $20,339,753 across 5 Industrial Distribution names. FERG ranks #1 (56.3% of the industry book) .
All Filings in FERG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,446,900 | 48,232 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $11,365,593 | 48,725 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,148,925 | 36,603 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,555,095 | 33,641 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,460,013 | 6,705 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||