Dana Investment Advisors, Inc.
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1427514
BROOKFIELD, WI
Position in FERG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$11,365,593
+$3,216,668 QoQ
Shares Held
48,725
+33.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Dana Investment Advisors, Inc. holds $21,921,698 across 5 Industrial Distribution names. FERG ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
48,725 | $11,365,593 | |
| 2 | REZI |
Resideo Technologies, Inc.
|
139,291 | $4,695,499 | |
| 3 | TITN |
Titan Machinery Inc.
|
180,715 | $3,021,554 | |
| 4 | AIT |
Applied Industrial Technologies Inc
|
8,246 | $2,187,828 | |
| 5 | FAST |
Fastenal Co
|
14,035 | $651,224 |
All Filings in FERG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||