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.
13F holders, Q2 2021
Institutional positions in Ferguson Enterprises Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 210
- +32 vs. Q1 2021
- Shares held
- 83.2M
- −5.19M (−5.9%) vs. Q1 2021
- Total value
- $11.4B
- +$1.04B (+10.0%) vs. Q1 2021
- New holders
- 48
- 66 more added
- Sold out
- 16
- 62 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FERG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 951 | $44.3B |
| Q1 2026 | 936 | $42.5B |
| Q4 2025 | 908 | $40.2B |
| Q3 2025 | 885 | $39.9B |
| Q2 2025 | 785 | $39.7B |
| Q1 2025 | 715 | $28.9B |
| Q4 2024 | 709 | $30.7B |
| Q3 2024 | 709 | $33.5B |
| Q2 2024 | 655 | $31.5B |
| Q1 2024 | 656 | $35.8B |
| Q4 2023 | 627 | $31.6B |
| Q3 2023 | 555 | $26.4B |
| Q2 2023 | 519 | $25.7B |
| Q1 2023 | 472 | $20.7B |
| Q4 2022 | 436 | $20.0B |
| Q3 2022 | 339 | $11.7B |
| Q2 2022 | 317 | $11.0B |
| Q1 2022 | 288 | $12.4B |
| Q4 2021 | 255 | $15.2B |
| Q3 2021 | 212 | $11.7B |
| Q2 2021 | 210 | $11.4B |
| Q1 2021 | 179 | $10.5B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Ferguson Enterprises Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ativo Capital Management LLC | 4,717 | $658.0K | 0.28% | +4+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 5,049 | $705.0K | 0.05% | +118+2.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 5,106 | $711.0K | 0.00% | +5,106 | New |
| Eagle Asset Management Inc | 5,390 | $751.0K | 0.00% | +5,390 | New |
| Verdence Capital Advisors LLC | 5,633 | $786.0K | 0.11% | +243+4.5% | Added |
| Ossiam | 5,855 | $821.0K | 0.02% | +5,855 | New |
| O'Shaughnessy Asset Management, LLC | 5,932 | $828.0K | 0.02% | +5,932 | New |
| Regency Capital Management Inc. | 5,953 | $829.0K | 0.63% | +2,411+68.1% | Added |
| New York Life Investments Alternatives | 6,000 | $834.0K | 0.56% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,046 | $844.0K | 0.05% | −38−0.6% | Reduced |
| Assenagon Asset Management S.A. | 6,896 | $957.0K | 0.00% | −35,559−83.8% | Reduced |
| Geode Capital Management, LLC | 6,936 | $967.0K | 0.00% | +443+6.8% | Added |
| Rockefeller Capital Management L.P. | 7,048 | $983.0K | 0.01% | +3,357+91.0% | Added |
| Partners in Financial Planning | 7,064 | $985.7K | 0.31% | +7,064 | New |
| Stifel Financial Corp | 7,524 | $1.05M | 0.00% | +262+3.6% | Added |
| Banque Cantonale Vaudoise | 7,914 | $1.10M | 0.05% | +7,914 | New |
| Live Oak Private Wealth LLC | 8,445 | $1.18M | 0.26% | +499+6.3% | Added |
| Edmond de Rothschild Holding S.A. | 9,288 | $1.29M | 0.03% | −666−6.7% | Reduced |
| S&CO Inc | 9,468 | $1.32M | 0.10% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 11,080 | $1.52M | 0.00% | +700+6.7% | Added |
| LPL Financial LLC | 10,973 | $1.53M | 0.00% | +497+4.7% | Added |
| Level Four Advisory Services, LLC | 11,623 | $1.62M | 0.11% | +464+4.2% | Added |
| BBVA USA | 12,014 | $1.68M | 0.09% | +12,014 | New |
| Comerica Bank | 12,863 | $1.77M | 0.01% | −107−0.8% | Reduced |
| Freestone Capital Holdings, LLC | 15,169 | $2.12M | 0.11% | +1,526+11.2% | Added |
| MetLife Investment Management | 15,780 | $2.19M | 0.02% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 16,900 | $2.37M | 0.34% | 00.0% | Unchanged |
| Regions Financial Corp | 17,645 | $2.46M | 0.02% | +17,645 | New |
| TPG Group Holdings (SBS) Advisors, Inc. | 18,949 | $2.64M | 0.02% | +18,949 | New |
| SEI Investments Co | 22,531 | $3.16M | 0.01% | +22,531 | New |
| Royal Bank of Canada | 23,172 | $3.23M | 0.00% | −978−4.0% | Reduced |
| Brinker Capital Investments, LLC | 24,178 | $3.37M | 0.04% | +302+1.3% | Added |
| US Bancorp | 25,501 | $3.56M | 0.01% | −928−3.5% | Reduced |
| Ameriprise Financial Inc | 26,275 | $3.67M | 0.00% | +521+2.0% | Added |
| Boston Common Asset Management, LLC | 28,359 | $3.96M | 0.17% | +4,062+16.7% | Added |
| Envestnet Asset Management Inc | 38,089 | $5.31M | 0.00% | −2,392−5.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 39,530 | $5.50M | 0.01% | +39,530 | New |
| Trillium Asset Management, LLC | 49,419 | $6.87M | 0.19% | +1,600+3.3% | Added |
| Harbor Advisors LLC | 50,190 | $6.98M | 1.38% | 00.0% | Unchanged |
| Raymond James & Associates | 52,345 | $7.29M | 0.01% | −74,175−58.6% | Reduced |
| Morgan Stanley | 55,508 | $7.75M | 0.00% | +42,880+339.6% | Added |
| Janney Montgomery Scott LLC | 56,408 | $7.87M | 0.03% | −346−0.6% | Reduced |
| Voya Investment Management LLC | 62,966 | $8.74M | 0.02% | −1,751−2.7% | Reduced |
| Northern Trust Corp | 66,554 | $9.29M | 0.00% | +1,811+2.8% | Added |
| UBS Group AG | 67,470 | $9.41M | 0.00% | −1,534,782−95.8% | Reduced |
| Advisory Research Inc | 67,969 | $9.47M | 0.62% | −130−0.2% | Reduced |
| United Capital Financial Advisers, LLC | 69,375 | $9.68M | 0.05% | +260+0.4% | Added |
| AMP Capital Investors Ltd | 70,891 | $9.86M | 0.05% | −15,565−18.0% | Reduced |
| Natixis Advisors, L.P. | 71,390 | $9.96M | 0.05% | +3,050+4.5% | Added |
| Boston Financial Mangement LLC | 78,515 | $11.0M | 0.44% | +20,629+35.6% | Added |
| Achmea Investment Management B.V. | 82,273 | $11.4M | 0.39% | −14,158−14.7% | Reduced |
| Westpac Banking Corp | 87,494 | $12.1M | 0.12% | −4,564−5.0% | Reduced |
| Zurich Insurance Group Ltd | 93,967 | $13.0M | 0.16% | −14,914−13.7% | Reduced |
| Blackcrane Capital, LLC | 97,836 | $13.6M | 17.15% | +97,836 | New |
| Alliancebernstein L.P. | 100,121 | $14.0M | 0.01% | −3,708−3.6% | Reduced |
| Public Sector Pension Investment Board | 105,793 | $14.7M | 0.09% | +411+0.4% | Added |
| Loomis Sayles & Co L P | 124,482 | $17.4M | 0.02% | +4,938+4.1% | Added |
| Virginia Retirement Systems Et Al | 135,915 | $18.9M | 0.19% | −10,310−7.1% | Reduced |
| Davis Selected Advisers | 135,797 | $18.9M | 0.08% | −9,214−6.4% | Reduced |
| Jane Street Group, LLC | 150,145 | $20.9M | 0.05% | +45,353+43.3% | Added |
| Lionstone Capital Management LLC | 158,368 | $22.1M | 5.38% | −30,200−16.0% | Reduced |
| Jefferies Group LLC | 162,048 | $22.5M | 0.39% | −48,800−23.1% | Reduced |
| Wells Fargo & Company | 167,595 | $23.3M | 0.01% | +65,545+64.2% | Added |
| Mackenzie Financial Corp | 168,962 | $23.6M | 0.03% | +168,962 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 172,885 | $24.3M | 0.13% | +3,831+2.3% | Added |
| AMF Pensionsforsakring AB | 184,909 | $25.7M | 0.18% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 218,476 | $30.3M | 0.11% | −278,265−56.0% | Reduced |
| Pendal Group Limited | 218,709 | $30.4M | 0.28% | −103,881−32.2% | Reduced |
| State of Wisconsin Investment Board | 242,519 | $33.7M | 0.07% | −3,341−1.4% | Reduced |
| Vontobel Holding Ltd. | 244,050 | $34.2M | 0.30% | +244,050 | New |
| AXA S.A. | 258,635 | $36.1M | 0.10% | +19,781+8.3% | Added |
| Canada Pension Plan Investment Board | 274,628 | $38.1M | 0.05% | +122,628+80.7% | Added |
| Broad Bay Capital Management, LP | 292,000 | $40.7M | 4.82% | −26,400−8.3% | Reduced |
| Artemis Investment Management LLP | 312,520 | $43.4M | 0.37% | +55,366+21.5% | Added |
| Korea Investment CORP | 340,468 | $47.3M | 0.14% | +60,490+21.6% | Added |
| TD Asset Management Inc | 346,470 | $48.6M | 0.05% | −30,972−8.2% | Reduced |
| Jupiter Asset Management Ltd | 360,545 | $50.0M | 0.52% | +22,611+6.7% | Added |
| Parametric Portfolio Associates LLC | 398,175 | $55.6M | 0.03% | +31,501+8.6% | Added |
| Manufacturers Life Insurance Company, The | 493,495 | $68.9M | 0.06% | +40,007+8.8% | Added |
| Border to Coast Pensions Partnership Ltd | 567,000 | $79.2M | 2.77% | +567,000 | New |
| BlackRock Inc. | 619,845 | $86.5M | 0.00% | +56,651+10.1% | Added |
| Hawk Ridge Capital Management LP | 671,691 | $93.3M | 6.77% | +671,691 | New |
| Lazard Asset Management LLC | 738,356 | $103.0M | 0.12% | −9,252−1.2% | Reduced |
| Allianz Asset Management GmbH | 752,220 | $104.4M | 0.09% | −114,826−13.2% | Reduced |
| Credit Suisse AG | – | $106.3M | 0.08% | – | – |
| Deutsche Bank AG | 833,718 | $116.3M | 0.06% | +87,561+11.7% | Added |
| Wellington Management Group LLP | 869,659 | $120.7M | 0.02% | −181,988−17.3% | Reduced |
| Bank of Montreal | 889,100 | $124.4M | 0.06% | +95,521+12.0% | Added |
| HSBC Holdings PLC | 925,128 | $128.5M | 0.15% | +473,849+105.0% | Added |
| Swiss National Bank | 954,841 | $132.8M | 0.08% | +82,449+9.5% | Added |
| Citigroup Inc | 1,049,816 | $145.8M | 0.13% | −102,148−8.9% | Reduced |
| Neuberger Berman Group LLC | 1,107,741 | $153.5M | 0.13% | −88,457−7.4% | Reduced |
| Bank of New York Mellon Corp | 1,431,297 | $199.7M | 0.04% | −5,208,930−78.4% | Reduced |
| Southpoint Capital Advisors LP | 1,500,000 | $209.3M | 3.63% | −300,000−16.7% | Reduced |
| FIL Ltd | 1,579,130 | $219.5M | 0.24% | −132,144−7.7% | Reduced |
| Bank of America Corp | 1,835,610 | $256.1M | 0.03% | +243,108+15.3% | Added |
| Barclays PLC | 1,958,146 | $273.2M | 0.22% | −151,224−7.2% | Reduced |
| Aviva PLC | 2,489,359 | $346.1M | 1.52% | −44,926−1.8% | Reduced |
| Goldman Sachs Group Inc | 2,494,961 | $348.1M | 0.09% | +426,070+20.6% | Added |
| Pictet Asset Management Ltd | 3,008,763 | $417.7M | 0.46% | +95,451+3.3% | Added |