Ferguson Enterprises Inc.

FERG

Exchange: NYSE
Industry: Wholesale-Hardware & Plumbing & Heating Equipment & Supplies
SEC CIK: 0002011641

SEC filings (opens in a new tab)

In the last 90 days, Ferguson Enterprises Inc. insiders filed 0 open-market purchases and 14 sales; 956 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

Market capClose on Nov 11, 2026: $51.2B
Insider buysOpen market, last 90 days: 0
Insider sellsLast 90 days, $8.57M in total: 14
13F holdersQ2 2026, +25 vs. previous quarter: 956
13F valueReported value at the end of Q2 2026: $44.3B
Superinvestors holdingAt the end of Q2 2026: 6

Price chart

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Financials

See financial statements

From SEC filings, in USD.

Revenue, FY2025: $30.8B; +3.8% year over year
Net income, FY2025: $1.86B; +7.0% year over year
Free cash flow, FY2025: $1.60B; +6.8% year over year
Revenue, Q3 FY2027: $9.03B; +20.8% year over year

Revenue flow, FY2025

Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.

Short interest

See short data

From FINRA, settlement date Oct 30, 2026.

Short interest: 6.09M; Shares sold short
Change: −232.7K; −3.7% vs. previous
Days to cover: 4.43; At average daily volume

Superinvestors holding FERG, Q2 2026

Go to the superinvestors tab

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

Other superinvestors holding FERG (part 1)
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

See all insider trades

Open-market purchases and sales by Ferguson Enterprises Inc. insiders from Form 4, newest first.

Insider trades
Filed (ET)	Trade date	Filing delay	Insider	Transaction	Shares	Avg price	Value	Holding change	Flags
Oct 20, 2026 (view filing)4:17 PM ET	Oct 16	4 days	Graham Ian T.See Remarks	SSale	−1.10K	$230.00	−$252.3K	−10.0%9.87K after	10b5-1
Oct 16, 2026 (view filing)9:52 AM ET	Oct 14-15	2 days	Thees William T. JrChief Operating Officer	SSale	−570	$223.03	−$127.1K	−1.8%31.7K after	2 lots10b5-1
Oct 16, 2026 (view filing)9:51 AM ET	Oct 15	1 day	Stirrup AllisonChief Human Resources Officer	SSale	−922	$225.00	−$207.4K	−11.6%7.04K after	10b5-1
Oct 16, 2026 (view filing)9:50 AM ET	Oct 14-15	2 days	Schlicher JakeChief Strategy Officer	SSale	−531	$222.92	−$118.4K	−5.8%8.62K after	2 lots10b5-1
Oct 16, 2026 (view filing)9:48 AM ET	Oct 14-15	2 days	Murphy Kevin MichaelSee Remarks	SSale	−2.46K	$223.42	−$549.8K	−1.4%168.4K after	2 lots10b5-1
Oct 16, 2026 (view filing)9:47 AM ET	Oct 14-15	2 days	Graham Ian T.See Remarks	SSale	−337	$223.36	−$75.3K	−3.0%11.0K after	2 lots10b5-1
Oct 16, 2026 (view filing)9:46 AM ET	Oct 14-15	2 days	Camposano Robert Anthony Jr.Senior VP - Waterworks	SSale	−386	$222.48	−$85.9K	−3.6%10.4K after	2 lots10b5-1
Oct 14, 2026 (view filing)4:17 PM ET	Oct 12	2 days	Thees William T. JrChief Operating Officer	SSale	−3.51K	$220.00	−$772.2K	−9.7%32.7K after	10b5-1
Oct 14, 2026 (view filing)4:15 PM ET	Oct 12	2 days	Schlicher JakeChief Strategy Officer	SSale	−3.14K	$218.74	−$686.4K	−24.8%9.49K after	10b5-1
Oct 14, 2026 (view filing)4:12 PM ET	Oct 12	2 days	Murphy Kevin MichaelSee Remarks	SSale	−11.3K	$216.78	−$2.44M	−6.1%173.9K after	10b5-1

Top 10 13F holders, Q2 2026

See all 956 holders

The largest institutional positions in Ferguson Enterprises Inc. at the end of Q2 2026; share changes are against Q1 2026.

Institutions holding FERG in Q2 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

Holders of 5% or more of FERG

See all 2 holders and filings

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Ferguson Enterprises Inc..

Largest holders of FERG from 13D and 13G filings
Holder	Latest form	Stake	Change	First filed	Latest filing	Filing
BlackRock, Inc.	13G/A	7.60%14.6M shares	+2.20 ppfrom 5.40%	Oct 7, 20243 filings	Oct 27, 2026	SEC
Vanguard Capital Management LLC	13G/A	7.57%14.7M shares	+2.19 ppfrom 5.38%	Apr 29, 20262 filings	Oct 30, 2026	SEC

Politician trades

All politician trades in FERG

4 members of Congress reported 8 trades in Ferguson Enterprises Inc. since 2020. Newest filings:

Latest politician trades in FERG
Filed	Politician	Type	Amount
Sep 4, 2026	Gilbert Ray Cisneros, Jr. House · CA	Buy	$1K-$15K
Jan 15, 2026	Rick W. Allen House · GA	Buy	$15K-$50K
Oct 10, 2025	Val T. Hoyle House · OR	Sell	$1K-$15K
May 6, 2025	Gilbert Ray Cisneros, Jr. House · CA	Buy	$1K-$15K
Apr 7, 2025	Gilbert Ray Cisneros, Jr. House · CA	Buy	$15K-$50K

Gilbert Ray Cisneros, Jr.
House · CA · Sep 4, 2026
Buy$1K-$15K
Rick W. Allen
House · GA · Jan 15, 2026
Buy$15K-$50K
Val T. Hoyle
House · OR · Oct 10, 2025
Sell$1K-$15K
Gilbert Ray Cisneros, Jr.
House · CA · May 6, 2025
Buy$1K-$15K
Gilbert Ray Cisneros, Jr.
House · CA · Apr 7, 2025
Buy$15K-$50K