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 |
|---|---|---|---|---|---|
| Ossiam | 4,696 | $654.0K | 0.02% | −1,159−19.8% | Reduced |
| Ativo Capital Management LLC | 4,717 | $658.0K | 0.31% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 5,256 | $733.0K | 0.05% | +207+4.1% | Added |
| New York Life Investments Alternatives | 6,000 | $836.0K | 0.54% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,999 | $837.0K | 0.11% | +366+6.5% | Added |
| O'Shaughnessy Asset Management, LLC | 6,156 | $859.0K | 0.02% | +224+3.8% | Added |
| Wetherby Asset Management Inc | 6,176 | $862.0K | 0.05% | +130+2.2% | Added |
| Citadel Advisors LLC | 6,420 | $896.0K | 0.00% | +4,944+335.0% | Added |
| Regency Capital Management Inc. | 6,599 | $920.0K | 0.65% | +646+10.9% | Added |
| Eagle Asset Management Inc | 6,753 | $941.0K | 0.00% | +1,363+25.3% | Added |
| Geode Capital Management, LLC | 6,904 | $963.0K | 0.00% | −32−0.5% | Reduced |
| Partners in Financial Planning | 6,933 | $967.3K | 0.30% | −131−1.9% | Reduced |
| Banque Cantonale Vaudoise | 7,172 | $1.00M | 0.04% | −742−9.4% | Reduced |
| Stifel Financial Corp | 7,436 | $1.04M | 0.00% | −88−1.2% | Reduced |
| Liontrust Investment Partners LLP | 7,306 | $1.18M | 0.02% | +7,306 | New |
| Level Four Advisory Services, LLC | 8,971 | $1.25M | 0.13% | −2,652−22.8% | Reduced |
| Live Oak Private Wealth LLC | 9,049 | $1.26M | 0.26% | +604+7.2% | Added |
| Assenagon Asset Management S.A. | 9,221 | $1.28M | 0.01% | +2,325+33.7% | Added |
| Edmond de Rothschild Holding S.A. | 9,407 | $1.31M | 0.03% | +119+1.3% | Added |
| S&CO Inc | 9,468 | $1.32M | 0.10% | 00.0% | Unchanged |
| BBVA USA | 10,650 | $1.49M | 0.09% | −1,364−11.4% | Reduced |
| Metropolitan Life Insurance Co | 10,805 | $1.51M | 0.02% | +10,805 | New |
| HighTower Advisors, LLC | 10,958 | $1.53M | 0.00% | +9,495+649.0% | Added |
| LPL Financial LLC | 11,113 | $1.55M | 0.00% | +140+1.3% | Added |
| Ensign Peak Advisors, Inc | 11,080 | $1.57M | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 12,322 | $1.72M | 0.01% | +5,274+74.8% | Added |
| Susquehanna Fundamental Investments, LLC | 14,373 | $2.00M | 0.04% | +14,373 | New |
| MetLife Investment Management | 14,600 | $2.03M | 0.02% | −1,180−7.5% | Reduced |
| Freestone Capital Holdings, LLC | 15,066 | $2.10M | 0.11% | −103−0.7% | Reduced |
| K.J. Harrison & Partners Inc | 16,800 | $2.36M | 0.34% | −100−0.6% | Reduced |
| TPG Group Holdings (SBS) Advisors, Inc. | 18,949 | $2.64M | 0.03% | 00.0% | Unchanged |
| Regions Financial Corp | 20,029 | $2.79M | 0.02% | +2,384+13.5% | Added |
| Schonfeld Strategic Advisors LLC | 21,834 | $3.05M | 0.03% | +18,388+533.6% | Added |
| Brinker Capital Investments, LLC | 24,178 | $3.37M | 0.05% | 00.0% | Unchanged |
| US Bancorp | 25,756 | $3.59M | 0.01% | +255+1.0% | Added |
| SEI Investments Co | 26,178 | $3.67M | 0.01% | +3,647+16.2% | Added |
| Boston Common Asset Management, LLC | 30,871 | $4.31M | 0.19% | +2,512+8.9% | Added |
| Envestnet Asset Management Inc | 39,865 | $5.56M | 0.00% | +1,776+4.7% | Added |
| Westpac Banking Corp | 63,371 | $6.55M | 0.07% | −24,123−27.6% | Reduced |
| Harbor Advisors LLC | 50,190 | $6.99M | 1.40% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 51,949 | $7.21M | 0.19% | +2,530+5.1% | Added |
| Raymond James & Associates | 52,620 | $7.33M | 0.01% | +275+0.5% | Added |
| AMP Capital Investors Ltd | 54,204 | $7.55M | 0.04% | −16,687−23.5% | Reduced |
| Morgan Stanley | 54,979 | $7.67M | 0.00% | −529−1.0% | Reduced |
| Janney Montgomery Scott LLC | 56,787 | $7.92M | 0.03% | +379+0.7% | Added |
| Voya Investment Management LLC | 56,999 | $7.94M | 0.02% | −5,967−9.5% | Reduced |
| Acadian Asset Management LLC | 57,198 | $7.96M | 0.03% | −161,278−73.8% | Reduced |
| Northern Trust Corp | 66,314 | $9.25M | 0.00% | −240−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 69,446 | $9.69M | 0.05% | +71+0.1% | Added |
| Natixis Advisors, L.P. | 80,140 | $11.2M | 0.05% | +8,750+12.3% | Added |
| Achmea Investment Management B.V. | 83,073 | $11.6M | 0.35% | +800+1.0% | Added |
| Boston Financial Mangement LLC | 88,916 | $12.4M | 0.51% | +10,401+13.2% | Added |
| Jefferies Group LLC | 89,748 | $12.5M | 0.30% | −72,300−44.6% | Reduced |
| Alliancebernstein L.P. | 96,171 | $13.4M | 0.01% | −3,950−3.9% | Reduced |
| Blackcrane Capital, LLC | 97,836 | $13.6M | 18.07% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 100,263 | $14.0M | 0.17% | +6,296+6.7% | Added |
| Public Sector Pension Investment Board | 101,540 | $14.2M | 0.08% | −4,253−4.0% | Reduced |
| Davis Selected Advisers | 108,985 | $15.2M | 0.07% | −26,812−19.7% | Reduced |
| UBS Group AG | 119,195 | $16.6M | 0.01% | +51,725+76.7% | Added |
| Advisory Research Inc | 120,902 | $16.9M | 1.08% | +52,933+77.9% | Added |
| Loomis Sayles & Co L P | 124,236 | $17.3M | 0.02% | −246−0.2% | Reduced |
| AMF Pensionsforsakring AB | 131,645 | $18.3M | 0.13% | −53,264−28.8% | Reduced |
| Pendal Group Limited | 143,720 | $20.0M | 0.17% | −74,989−34.3% | Reduced |
| Lionstone Capital Management LLC | 158,368 | $22.1M | 5.78% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 165,959 | $23.1M | 0.13% | −6,926−4.0% | Reduced |
| Broad Bay Capital Management, LP | 184,000 | $25.7M | 3.18% | −108,000−37.0% | Reduced |
| Mackenzie Financial Corp | 184,611 | $25.8M | 0.04% | +15,649+9.3% | Added |
| AXA S.A. | 195,174 | $27.2M | 0.08% | −63,461−24.5% | Reduced |
| Wells Fargo & Company | 196,832 | $27.5M | 0.01% | +29,237+17.4% | Added |
| Royal Bank of Canada | 240,137 | $33.5M | 0.01% | +216,965+936.3% | Added |
| Vontobel Holding Ltd. | 253,623 | $35.3M | 0.31% | +9,573+3.9% | Added |
| Canada Pension Plan Investment Board | 266,486 | $37.1M | 0.04% | −8,142−3.0% | Reduced |
| Jane Street Group, LLC | 309,195 | $43.0M | 0.11% | +159,050+105.9% | Added |
| Jupiter Asset Management Ltd | 316,757 | $44.1M | 0.50% | −43,788−12.1% | Reduced |
| Korea Investment CORP | 316,936 | $44.2M | 0.13% | −23,532−6.9% | Reduced |
| Artemis Investment Management LLP | 338,516 | $47.1M | 0.37% | +25,996+8.3% | Added |
| HSBC Holdings PLC | 338,746 | $47.2M | 0.05% | −586,382−63.4% | Reduced |
| TD Asset Management Inc | 352,866 | $49.0M | 0.05% | +6,396+1.8% | Added |
| Parametric Portfolio Associates LLC | 416,066 | $58.0M | 0.03% | +17,891+4.5% | Added |
| Manufacturers Life Insurance Company, The | 501,538 | $70.0M | 0.06% | +8,043+1.6% | Added |
| Southpoint Capital Advisors LP | 526,640 | $73.5M | 1.57% | −973,360−64.9% | Reduced |
| Wellington Management Group LLP | 533,051 | $74.3M | 0.01% | −336,608−38.7% | Reduced |
| BlackRock Inc. | 606,277 | $84.6M | 0.00% | −13,568−2.2% | Reduced |
| Border to Coast Pensions Partnership Ltd | 499,000 | $88.1M | 3.00% | −68,000−12.0% | Reduced |
| Hawk Ridge Capital Management LP | 671,691 | $93.5M | 6.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 721,791 | $100.7M | 0.05% | −111,927−13.4% | Reduced |
| Lazard Asset Management LLC | 723,307 | $100.9M | 0.11% | −15,049−2.0% | Reduced |
| Allianz Asset Management GmbH | 769,233 | $107.2M | 0.09% | +17,013+2.3% | Added |
| Credit Suisse AG | 827,559 | $115.5M | 0.09% | – | – |
| Swiss National Bank | 926,042 | $129.0M | 0.08% | −28,799−3.0% | Reduced |
| Citigroup Inc | 946,551 | $131.9M | 0.13% | −103,265−9.8% | Reduced |
| Bank of Montreal | 949,479 | $132.2M | 0.07% | +60,379+6.8% | Added |
| Neuberger Berman Group LLC | 1,061,390 | $147.1M | 0.13% | −46,351−4.2% | Reduced |
| FIL Ltd | 1,475,239 | $204.8M | 0.23% | −103,891−6.6% | Reduced |
| Bank of New York Mellon Corp | 1,527,252 | $213.1M | 0.04% | +95,955+6.7% | Added |
| Barclays PLC | 1,647,208 | $229.8M | 0.16% | −310,938−15.9% | Reduced |
| Amundi | 1,843,960 | $230.5M | 0.16% | +1,843,960 | New |
| Bank of America Corp | 2,220,306 | $309.8M | 0.03% | +384,696+21.0% | Added |
| Aviva PLC | 2,418,402 | $336.4M | 1.50% | −70,957−2.9% | Reduced |
| Pictet Asset Management SA | 2,804,997 | $390.9M | 0.43% | +2,804,997 | New |