Ferguson Enterprises Inc.
FERG- Exchange
- NYSE
- Industry
- Wholesale-Hardware & Plumbing & Heating Equipment & Supplies
- SEC CIK
- 0002011641
In the last 90 days, Ferguson Enterprises Inc. insiders filed 0 open-market purchases and 1 sale; 951 institutions reported holding it in 13F filings for Q2 2026, worth $44.3B in total; 6 superinvestors hold it, including Baupost Group and D1 Capital Partners.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $1.20M in total
- 1
- 13F holdersQ2 2026, +25 vs. previous quarter
- 951
- 13F valueReported value at the end of Q2 2026
- $44.3B
- Superinvestors holdingAt the end of Q2 2026
- 6
Price chart
Superinvestors holding FERG, Q2 2026
6 superinvestors report holding Ferguson Enterprises Inc. on Form 13F. Percentages are the stock's share of each portfolio.
Baupost Group
Seth Klarman
6.4%
Ferguson Enterprises Inc.'s share of the portfolio
- Shares
- 1,450,594
- Value
- $344.3M
D1 Capital Partners
Dan Sundheim
0.9%
Ferguson Enterprises Inc.'s share of the portfolio
- Shares
- 1,282,038
- Value
- $304.3M
| Superinvestor | Weight | Value |
|---|---|---|
| Trian Fund Management | 6.1% | $257.8M |
| Markel Group | 0.3% | $42.8M |
| Giverny Capital | 0.3% | $8.87M |
| Weitz Investment Management | 0.1% | $1.23M |
Latest insider trades
Open-market purchases and sales by Ferguson Enterprises Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 1, 2026 (view filing)4:19 PM ET | Aug 28 | 4 days | Schlicher JakeChief Strategy Officer | SSale | −5.18K | $230.92 | −$1.20M | −35.3%9.49K after | |
| Oct 17, 2025 (view filing) | Oct 15 | 2 days | Graham Ian T.See Remarks | SSale | −606 | $239.33 | −$145.0K | −7.3%7.71K after | |
| Oct 17, 2025 (view filing) | Oct 16 | 1 day | Winckler RichardChief Accounting Officer | SSale | −83 | $241.80 | −$20.1K | −5.0%1.59K after | |
| Oct 15, 2025 (view filing) | Oct 13 | 2 days | Camposano Robert Anthony Jr.Senior VP - Waterworks | SSale | −1.60K | $233.23 | −$373.2K | −16.2%8.26K after | |
| Oct 15, 2025 (view filing) | Oct 13 | 2 days | Stirrup AllisonChief Human Resources Officer | SSale | −969 | $234.23 | −$227.0K | −16.1%5.06K after | |
| Oct 15, 2025 (view filing) | Oct 13 | 2 days | Murphy Kevin MichaelSee Remarks | SSale | −8.80K | $234.13 | −$2.06M | −5.2%159.9K after | |
| Oct 15, 2025 (view filing) | Oct 13 | 2 days | Graham Ian T.See Remarks | SSale | −4.86K | $233.22 | −$1.13M | −38.5%7.77K after | |
| Oct 15, 2025 (view filing) | Oct 13 | 2 days | Brundage WilliamChief Financial Officer | SSale | −3.00K | $233.32 | −$700.0K | −5.4%52.6K after | |
| Oct 15, 2025 (view filing) | Oct 13 | 2 days | Schlicher JakeSVP of Strategic Development | SSale | −3.00K | $233.52 | −$700.6K | −20.5%11.7K after | |
| Oct 15, 2025 (view filing) | Oct 14 | 1 day | Winckler RichardChief Accounting Officer | SSale | −1.03K | $232.70 | −$240.6K | −41.5%1.46K after |
Top 10 13F holders, Q2 2026
The largest institutional positions in Ferguson Enterprises Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,489,134 | $2.73B | 0.04% | −157,683−1.4% | Reduced |
| Vanguard Portfolio Management LLC | 9,138,286 | $2.17B | 0.10% | −24,459−0.3% | Reduced |
| Vanguard Capital Management LLC | 8,754,927 | $2.08B | 0.04% | −5,449−0.1% | Reduced |
| FMR LLC | 7,559,923 | $1.79B | 0.08% | −287,383−3.7% | Reduced |
| Jupiter Topco LLC | 7,538,616 | $1.79B | 0.73% | +7,538,616 | New |
| Wellington Management Group LLP | 7,209,558 | $1.71B | 0.29% | −1,278,763−15.1% | Reduced |
| Bank of New York Mellon Corp | 4,835,856 | $1.15B | 0.19% | −871,328−15.3% | Reduced |
| State Street Corp | 4,619,995 | $1.10B | 0.03% | +48,544+1.1% | Added |
| WCM Investment Management, LLC | 4,182,592 | $998.0M | 1.81% | −165,825−3.8% | Reduced |
| Franklin Resources Inc | 3,842,652 | $912.2M | 0.20% | −405,095−9.5% | Reduced |