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, Q3 2021
Institutional positions in Ferguson Enterprises Inc. as of Sep 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
- 212
- +6 vs. Q2 2021
- Shares held
- 86.1M
- +5.90M (+7.3%) vs. Q2 2021
- Total value
- $11.7B
- +$709.7M (+6.4%) vs. Q2 2021
- New holders
- 22
- 77 more added
- Sold out
- 16
- 69 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Ferguson Enterprises Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 202 | $0 | 0.00% | −23−10.2% | Reduced |
| Clearstead Advisors, LLC | 3 | $0 | 0.00% | −14−82.4% | Reduced |
| Baystate Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 58,944 | $0 | 0.00% | +1,797+3.1% | Added |
| RVW Wealth, LLC | 3,365 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $977 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $1.00K | 0.00% | −4−28.6% | Reduced |
| Gemmer Asset Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Proequities, Inc. | 24 | $3.00K | 0.00% | +24 | New |
| HHM Wealth Advisors, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Federation des caisses Desjardins du Quebec | 28 | $3.90K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 29 | $4.00K | 0.00% | +12+70.6% | Added |
| First Horizon Advisors, Inc. | 35 | $4.00K | 0.00% | +14+66.7% | Added |
| Meridian Wealth Partners, LLC | 32 | $4.00K | 0.00% | +32 | New |
| Creative Financial Designs Inc | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 34 | $5.00K | 0.00% | −4−10.5% | Reduced |
| Better Money Decisions, LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 36 | $5.00K | 0.00% | +36 | New |
| Consolidated Planning Corp | 41 | $6.00K | 0.00% | +41 | New |
| Jones Financial Companies LLLP | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 51 | $7.00K | 0.00% | +3+6.3% | Added |
| Exchange Traded Concepts, LLC | 48 | $7.00K | 0.00% | −5−9.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 54 | $7.00K | 0.00% | +54 | New |
| Whittier Trust Co | 67 | $9.00K | 0.00% | +28+71.8% | Added |
| Vigilant Capital Management, LLC | 68 | $9.00K | 0.00% | +68 | New |
| Syverson Strege & Co | 67 | $9.00K | 0.01% | +67 | New |
| Fifth Third Bancorp | 70 | $10.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 71 | $10.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 65 | $10.0K | 0.00% | +29+80.6% | Added |
| Global Retirement Partners, LLC | 71 | $10.0K | 0.00% | +43+153.6% | Added |
| Spire Wealth Management | 82 | $11.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 85 | $12.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 86 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 93 | $13.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 92 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 97 | $14.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 149 | $15.0K | 0.01% | +149 | New |
| Eagle Bay Advisors LLC | 121 | $17.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 127 | $17.0K | 0.00% | +127 | New |
| Fieldpoint Private Securities, LLC | 139 | $19.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 143 | $20.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 157 | $21.0K | 0.00% | +5+3.3% | Added |
| Lindbrook Capital, LLC | 153 | $21.0K | 0.01% | +5+3.4% | Added |
| Column Capital Advisors, LLC | 159 | $22.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 156 | $22.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $23.6K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 182 | $25.4K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 191 | $26.0K | 0.00% | +103+117.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 223 | $31.0K | 0.01% | +23+11.5% | Added |
| Evolution Wealth Advisors, LLC | 272 | $38.0K | 0.01% | +272 | New |
| Exane Derivatives | 283 | $39.4K | 0.01% | −102−26.5% | Reduced |
| Bessemer Group Inc | 308 | $43.0K | 0.00% | +50+19.4% | Added |
| Hexagon Capital Partners LLC | 379 | $53.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 438 | $62.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 476 | $66.0K | 0.02% | +7+1.5% | Added |
| Rosenberg Matthew Hamilton | 530 | $74.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 567 | $79.0K | 0.03% | +23+4.2% | Added |
| Zions Bancorporation, N.A. | 611 | $85.0K | 0.01% | +400+189.6% | Added |
| Parallel Advisors, LLC | 769 | $107.0K | 0.00% | +132+20.7% | Added |
| Signaturefd, LLC | 1,014 | $141.0K | 0.00% | +60+6.3% | Added |
| Captrust Financial Advisors | 1,193 | $166.0K | 0.00% | +129+12.1% | Added |
| Harbor Investment Advisory, LLC | 1,208 | $169.0K | 0.02% | +111+10.1% | Added |
| TD Private Client Wealth LLC | 1,249 | $174.0K | 0.01% | −43−3.3% | Reduced |
| Annapolis Financial Services, LLC | 1,274 | $178.0K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,364 | $190.0K | 0.03% | +174+14.6% | Added |
| Baldwin Brothers Inc | 1,448 | $202.0K | 0.02% | −605−29.5% | Reduced |
| Snowden Capital Advisors LLC | 1,463 | $203.8K | 0.01% | −91−5.9% | Reduced |
| Prudential Financial Inc | 1,407 | $204.0K | 0.00% | −74−5.0% | Reduced |
| Truist Financial Corp | 1,503 | $210.0K | 0.00% | −717−32.3% | Reduced |
| Creative Planning | 1,557 | $217.0K | 0.00% | +1,557 | New |
| West Family Investments, Inc. | 1,673 | $233.0K | 0.06% | +1,673 | New |
| Clarius Group, LLC | 1,675 | $234.0K | 0.02% | +14+0.8% | Added |
| Credential Qtrade Securities Inc. | 1,844 | $257.3K | 0.02% | +158+9.4% | Added |
| Knowledge Leaders Capital, LLC | 1,866 | $260.0K | 0.21% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 1,878 | $262.0K | 0.00% | +218+13.1% | Added |
| Advisor Partners LLC | 1,893 | $264.0K | 0.02% | −7−0.4% | Reduced |
| Mission Wealth Management, LP | 2,026 | $283.0K | 0.01% | −134−6.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,038 | $284.0K | 0.00% | +2,038 | New |
| Veriti Management LLC | 2,041 | $285.0K | 0.04% | +105+5.4% | Added |
| Assetmark, Inc | 2,100 | $293.0K | 0.00% | +262+14.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,137 | $298.0K | 0.00% | −2,969−58.1% | Reduced |
| Palladiem, LLC | 2,167 | $302.0K | 0.24% | −795−26.8% | Reduced |
| Raymond James Trust N.A. | 2,320 | $323.0K | 0.01% | −34−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 2,565 | $358.0K | 0.04% | −8−0.3% | Reduced |
| Ritholtz Wealth Management | 2,709 | $378.0K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Securities, Ltd. | 2,977 | $415.0K | 0.35% | +2,977 | New |
| M&T Bank Corp | 3,033 | $424.0K | 0.00% | +130+4.5% | Added |
| Mercer Global Advisors Inc | 3,100 | $432.0K | 0.00% | −326−9.5% | Reduced |
| Advisor Group Holdings, Inc. | 3,248 | $453.0K | 0.00% | −877−21.3% | Reduced |
| Baird Financial Group, Inc. | 3,437 | $480.0K | 0.00% | +72+2.1% | Added |
| JustInvest LLC | 3,600 | $502.0K | 0.05% | +396+12.4% | Added |
| Greenleaf Trust | 3,641 | $508.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,682 | $512.7K | 0.00% | +3,682 | New |
| Ameriprise Financial Inc | 3,859 | $538.0K | 0.00% | −22,416−85.3% | Reduced |
| FDx Advisors, Inc. | 3,991 | $557.0K | 0.02% | +11+0.3% | Added |
| Comerica Bank | 3,931 | $588.0K | 0.00% | −8,932−69.4% | Reduced |
| The PNC Financial Services Group, Inc. | 4,663 | $651.0K | 0.00% | +438+10.4% | Added |