Madison Investment Advisors, LLC PH β€” Parker-Hannifin Corp

Ownership history in Madison Investment Advisors, LLC  Β·  1 quarter on record

AI Ownership Summary

Madison Investment Advisors, LLC reported Parker-Hannifin Corp (PH) in 1 quarterly 13F filing from 2024 Q4 through 2024 Q4. Peak portfolio weight reached 0.9% in 2024 Q4. The latest visible filing shows PH at 0.90% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Madison Investment Advisors, LLC's position in Parker-Hannifin Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

PH was reported at 0.90% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Madison Investment Advisors, LLC held PH β€” position size vs. price
% of Fund (quarterly)    PH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 INITIATED β€” β€” β€” 125,068 β€” β€” 0.90% $79.5M 2025-02-14 (Est.) $692.27

FAQ About Madison Investment Advisors, LLC and PH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Madison Investment Advisors, LLC reported owning PH?

Madison Investment Advisors, LLC reported PH across 1 quarterly 13F filings, from 2024 Q4 through 2024 Q4.

What was the largest reported PH position in Madison Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for PH was 0.90% in 2024 Q4.

What is the latest reported PH position on this page?

The most recent filing on this page is 2024 Q4, when Madison Investment Advisors, LLC reported 125,068 shares, equal to 0.90% of portfolio, with an estimated market value of $79.5M.

What does the chart on this PH ownership page compare?

The chart compares Madison Investment Advisors, LLC's quarterly PH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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