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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 6,420 | $896.0K | 0.00% | +4,944+335.0% | Added |
| Wetherby Asset Management Inc | 6,176 | $862.0K | 0.05% | +130+2.2% | Added |
| O'Shaughnessy Asset Management, LLC | 6,156 | $859.0K | 0.02% | +224+3.8% | Added |
| Verdence Capital Advisors LLC | 5,999 | $837.0K | 0.11% | +366+6.5% | Added |
| New York Life Investments Alternatives | 6,000 | $836.0K | 0.54% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 5,256 | $733.0K | 0.05% | +207+4.1% | Added |
| Ativo Capital Management LLC | 4,717 | $658.0K | 0.31% | 00.0% | Unchanged |
| Ossiam | 4,696 | $654.0K | 0.02% | −1,159−19.8% | Reduced |
| The PNC Financial Services Group, Inc. | 4,663 | $651.0K | 0.00% | +438+10.4% | Added |
| Comerica Bank | 3,931 | $588.0K | 0.00% | −8,932−69.4% | Reduced |
| FDx Advisors, Inc. | 3,991 | $557.0K | 0.02% | +11+0.3% | Added |
| Ameriprise Financial Inc | 3,859 | $538.0K | 0.00% | −22,416−85.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,682 | $512.7K | 0.00% | +3,682 | New |
| Greenleaf Trust | 3,641 | $508.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 3,600 | $502.0K | 0.05% | +396+12.4% | Added |
| Baird Financial Group, Inc. | 3,437 | $480.0K | 0.00% | +72+2.1% | Added |
| Advisor Group Holdings, Inc. | 3,248 | $453.0K | 0.00% | −877−21.3% | Reduced |
| Mercer Global Advisors Inc | 3,100 | $432.0K | 0.00% | −326−9.5% | Reduced |
| M&T Bank Corp | 3,033 | $424.0K | 0.00% | +130+4.5% | Added |
| Susquehanna International Securities, Ltd. | 2,977 | $415.0K | 0.35% | +2,977 | New |
| Ritholtz Wealth Management | 2,709 | $378.0K | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,565 | $358.0K | 0.04% | −8−0.3% | Reduced |
| Raymond James Trust N.A. | 2,320 | $323.0K | 0.01% | −34−1.4% | Reduced |
| Palladiem, LLC | 2,167 | $302.0K | 0.24% | −795−26.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,137 | $298.0K | 0.00% | −2,969−58.1% | Reduced |
| Assetmark, Inc | 2,100 | $293.0K | 0.00% | +262+14.3% | Added |
| Veriti Management LLC | 2,041 | $285.0K | 0.04% | +105+5.4% | Added |
| Arrowstreet Capital, Limited Partnership | 2,038 | $284.0K | 0.00% | +2,038 | New |
| Mission Wealth Management, LP | 2,026 | $283.0K | 0.01% | −134−6.2% | Reduced |
| Advisor Partners LLC | 1,893 | $264.0K | 0.02% | −7−0.4% | Reduced |
| First Republic Investment Management, Inc. | 1,878 | $262.0K | 0.00% | +218+13.1% | Added |
| Knowledge Leaders Capital, LLC | 1,866 | $260.0K | 0.21% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 1,844 | $257.3K | 0.02% | +158+9.4% | Added |
| Clarius Group, LLC | 1,675 | $234.0K | 0.02% | +14+0.8% | Added |
| West Family Investments, Inc. | 1,673 | $233.0K | 0.06% | +1,673 | New |
| Creative Planning | 1,557 | $217.0K | 0.00% | +1,557 | New |
| Truist Financial Corp | 1,503 | $210.0K | 0.00% | −717−32.3% | Reduced |
| Prudential Financial Inc | 1,407 | $204.0K | 0.00% | −74−5.0% | Reduced |
| Snowden Capital Advisors LLC | 1,463 | $203.8K | 0.01% | −91−5.9% | Reduced |
| Baldwin Brothers Inc | 1,448 | $202.0K | 0.02% | −605−29.5% | Reduced |
| Quadrant Capital Group LLC | 1,364 | $190.0K | 0.03% | +174+14.6% | Added |
| Annapolis Financial Services, LLC | 1,274 | $178.0K | 0.06% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,249 | $174.0K | 0.01% | −43−3.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,208 | $169.0K | 0.02% | +111+10.1% | Added |
| Captrust Financial Advisors | 1,193 | $166.0K | 0.00% | +129+12.1% | Added |
| Signaturefd, LLC | 1,014 | $141.0K | 0.00% | +60+6.3% | Added |
| Parallel Advisors, LLC | 769 | $107.0K | 0.00% | +132+20.7% | Added |
| Zions Bancorporation, N.A. | 611 | $85.0K | 0.01% | +400+189.6% | Added |
| JJJ Advisors Inc. | 567 | $79.0K | 0.03% | +23+4.2% | Added |
| Rosenberg Matthew Hamilton | 530 | $74.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 476 | $66.0K | 0.02% | +7+1.5% | Added |
| Private Capital Group, LLC | 438 | $62.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 379 | $53.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 308 | $43.0K | 0.00% | +50+19.4% | Added |
| Exane Derivatives | 283 | $39.4K | 0.01% | −102−26.5% | Reduced |
| Evolution Wealth Advisors, LLC | 272 | $38.0K | 0.01% | +272 | New |
| Patriot Financial Group Insurance Agency, LLC | 223 | $31.0K | 0.01% | +23+11.5% | Added |
| Carroll Financial Associates, Inc. | 191 | $26.0K | 0.00% | +103+117.0% | Added |
| American Portfolios Advisors | 182 | $25.4K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $23.6K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| Howe & Rusling Inc | 143 | $20.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 139 | $19.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 121 | $17.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 127 | $17.0K | 0.00% | +127 | New |
| Red Tortoise LLC | 149 | $15.0K | 0.01% | +149 | New |
| Sonora Investment Management, LLC | 97 | $14.0K | 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 |
| Delta Asset Management LLC | 85 | $12.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 86 | $12.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 82 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Consolidated Planning Corp | 41 | $6.00K | 0.00% | +41 | 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 |
| 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 |
| Federation des caisses Desjardins du Quebec | 28 | $3.90K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 24 | $3.00K | 0.00% | +24 | New |
| HHM Wealth Advisors, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Allworth Financial LP | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $2.00K | 0.00% | +12 | New |