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, Q4 2021
Institutional positions in Ferguson Enterprises Inc. as of Dec 31, 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
- 255
- +49 vs. Q3 2021
- Shares held
- 86.9M
- +790.3K (+0.9%) vs. Q3 2021
- Total value
- $15.2B
- +$3.44B (+29.3%) vs. Q3 2021
- New holders
- 63
- 74 more added
- Sold out
- 14
- 78 more reduced
6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Ferguson Enterprises Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cerity Partners LLC | 1,716 | $309.0K | 0.00% | +1,716 | New |
| Raymond James Trust N.A. | 1,735 | $311.0K | 0.01% | −585−25.2% | Reduced |
| Scott Capital Advisors, LLC | 1,812 | $325.0K | 0.20% | +1,812 | New |
| Advisor Partners LLC | 1,812 | $326.0K | 0.02% | −81−4.3% | Reduced |
| First Republic Investment Management, Inc. | 1,837 | $330.0K | 0.00% | −41−2.2% | Reduced |
| Veriti Management LLC | 1,858 | $333.0K | 0.04% | −183−9.0% | Reduced |
| HRT Financial LP | 1,958 | $351.0K | 0.00% | +1,958 | New |
| Colonial River Wealth Management, LLC | 1,974 | $354.0K | 0.19% | +1,974 | New |
| Creative Planning | 1,991 | $357.0K | 0.00% | +434+27.9% | Added |
| Credential Qtrade Securities Inc. | 2,067 | $370.8K | 0.03% | +223+12.1% | Added |
| Assetmark, Inc | 2,109 | $378.0K | 0.00% | +9+0.4% | Added |
| Palladiem, LLC | 2,167 | $389.0K | 0.31% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,230 | $400.0K | 0.02% | +204+10.1% | Added |
| Baird Financial Group, Inc. | 2,493 | $447.0K | 0.00% | −944−27.5% | Reduced |
| Checchi Capital Advisers, LLC | 2,639 | $472.0K | 0.05% | +74+2.9% | Added |
| M&T Bank Corp | 2,643 | $475.0K | 0.00% | −390−12.9% | Reduced |
| Mather Group, LLC. | 2,660 | $477.0K | 0.01% | +2,660 | New |
| Ritholtz Wealth Management | 2,717 | $487.0K | 0.03% | +8+0.3% | Added |
| Comerica Bank | 3,628 | $560.0K | 0.00% | −303−7.7% | Reduced |
| Mercer Global Advisors Inc | 3,135 | $562.0K | 0.00% | +35+1.1% | Added |
| Advisor Group Holdings, Inc. | 3,318 | $596.0K | 0.00% | +70+2.2% | Added |
| RVW Wealth, LLC | 3,365 | $604.0K | 0.07% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 3,531 | $633.0K | 0.01% | +3,531 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,682 | $652.4K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,746 | $665.0K | 0.06% | +3,746 | New |
| Clarius Group, LLC | 3,834 | $686.0K | 0.05% | +2,159+128.9% | Added |
| Amplius Wealth Advisors, LLC | 3,908 | $701.0K | 0.10% | +3,908 | New |
| Greenleaf Trust | 3,957 | $710.0K | 0.01% | +316+8.7% | Added |
| Ameriprise Financial Inc | 4,449 | $799.0K | 0.00% | +590+15.3% | Added |
| FDx Advisors, Inc. | 4,457 | $800.0K | 0.02% | +466+11.7% | Added |
| Metatron Capital SICAV plc | 6,200 | $812.5K | 0.77% | +6,200 | New |
| JustInvest LLC | 4,624 | $829.0K | 0.05% | +1,024+28.4% | Added |
| Vestmark Advisory Solutions, Inc. | 4,800 | $861.0K | 0.05% | −456−8.7% | Reduced |
| Trexquant Investment LP | 5,428 | $974.0K | 0.06% | +5,428 | New |
| Partners in Financial Planning | 6,933 | $1.03M | 0.31% | 00.0% | Unchanged |
| Millennium Management LLC | 5,797 | $1.04M | 0.00% | +5,797 | New |
| New York Life Investments Alternatives | 6,000 | $1.06M | 0.71% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 6,179 | $1.11M | 0.06% | +30.0% | Added |
| Banque Cantonale Vaudoise | 6,376 | $1.13M | 0.04% | −796−11.1% | Reduced |
| Verdence Capital Advisors LLC | 6,313 | $1.13M | 0.13% | +314+5.2% | Added |
| Calamos Advisors LLC | 6,343 | $1.14M | 0.00% | +6,343 | New |
| Geode Capital Management, LLC | 6,447 | $1.16M | 0.00% | −457−6.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,606 | $1.19M | 0.02% | +450+7.3% | Added |
| Stifel Financial Corp | 6,799 | $1.22M | 0.00% | −637−8.6% | Reduced |
| Eagle Asset Management Inc | 6,997 | $1.25M | 0.01% | +244+3.6% | Added |
| Liontrust Investment Partners LLP | 7,102 | $1.26M | 0.01% | −204−2.8% | Reduced |
| Marshall Wace, LLP | 7,849 | $1.41M | 0.00% | +7,849 | New |
| Ossiam | 8,430 | $1.50M | 0.04% | +3,734+79.5% | Added |
| Live Oak Private Wealth LLC | 8,919 | $1.60M | 0.30% | −130−1.4% | Reduced |
| Level Four Advisory Services, LLC | 8,983 | $1.61M | 0.12% | +12+0.1% | Added |
| Edmond de Rothschild Holding S.A. | 9,195 | $1.62M | 0.04% | −212−2.3% | Reduced |
| S&CO Inc | 9,468 | $1.70M | 0.12% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 10,805 | $1.92M | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10,713 | $1.92M | 0.01% | −1,609−13.1% | Reduced |
| Regency Capital Management Inc. | 10,770 | $1.93M | 1.23% | +4,171+63.2% | Added |
| Ensign Peak Advisors, Inc | 11,280 | $2.00M | 0.00% | +200+1.8% | Added |
| Ativo Capital Management LLC | 11,795 | $2.12M | 0.94% | +7,078+150.1% | Added |
| LPL Financial LLC | 12,576 | $2.26M | 0.00% | +1,463+13.2% | Added |
| Citadel Advisors LLC | 14,023 | $2.52M | 0.00% | +7,603+118.4% | Added |
| MetLife Investment Management | 14,600 | $2.60M | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,980 | $2.69M | 0.01% | +4,022+36.7% | Added |
| Freestone Capital Holdings, LLC | 15,093 | $2.71M | 0.11% | +27+0.2% | Added |
| Crossmark Global Holdings, Inc. | 15,855 | $2.84M | 0.06% | +15,855 | New |
| The PNC Financial Services Group, Inc. | 16,153 | $2.90M | 0.00% | +11,490+246.4% | Added |
| K.J. Harrison & Partners Inc | 16,800 | $3.00M | 0.42% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 18,243 | $3.24M | 0.01% | +9,022+97.8% | Added |
| Susquehanna International Securities, Ltd. | 18,432 | $3.27M | 2.02% | +15,455+519.1% | Added |
| TPG GP A, LLC | 18,949 | $3.40M | 0.03% | +18,949 | New |
| Regions Financial Corp | 21,097 | $3.79M | 0.03% | +1,068+5.3% | Added |
| Schonfeld Strategic Advisors LLC | 22,000 | $3.94M | 0.04% | +166+0.8% | Added |
| Brinker Capital Investments, LLC | 22,489 | $4.03M | 0.06% | −1,689−7.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 27,935 | $4.96M | 0.13% | +13,562+94.4% | Added |
| US Bancorp | 27,851 | $5.00M | 0.01% | +2,095+8.1% | Added |
| Boston Common Asset Management, LLC | 30,832 | $5.53M | 0.22% | −39−0.1% | Reduced |
| Westpac Banking Corp | 42,661 | $5.59M | 0.06% | −20,710−32.7% | Reduced |
| SEI Investments Co | 31,050 | $5.59M | 0.01% | +4,872+18.6% | Added |
| Envestnet Asset Management Inc | 40,120 | $7.18M | 0.00% | +255+0.6% | Added |
| Jefferies Group LLC | 43,798 | $7.77M | 0.14% | −45,950−51.2% | Reduced |
| Raymond James & Associates | 48,377 | $8.59M | 0.01% | −4,243−8.1% | Reduced |
| Macquarie Group Ltd | 48,000 | $8.61M | 0.01% | +48,000 | New |
| Harbor Advisors LLC | 50,190 | $8.90M | 1.66% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 50,300 | $8.93M | 0.01% | −216,186−81.1% | Reduced |
| Trillium Asset Management, LLC | 53,021 | $9.46M | 0.22% | +1,072+2.1% | Added |
| Voya Investment Management LLC | 56,806 | $10.1M | 0.02% | −193−0.3% | Reduced |
| Janney Montgomery Scott LLC | 56,870 | $10.2M | 0.04% | +83+0.1% | Added |
| Morgan Stanley | 58,409 | $10.5M | 0.00% | +3,430+6.2% | Added |
| Credit Agricole S A | 61,686 | $11.1M | 0.37% | +61,686 | New |
| Northern Trust Corp | 65,031 | $11.7M | 0.00% | −1,283−1.9% | Reduced |
| United Capital Financial Advisers, LLC | 68,191 | $12.2M | 0.06% | −1,255−1.8% | Reduced |
| Achmea Investment Management B.V. | 82,052 | $14.6M | 0.69% | −1,021−1.2% | Reduced |
| Natixis Advisors, L.P. | 81,827 | $14.7M | 0.06% | +1,687+2.1% | Added |
| Blackcrane Capital, LLC | 90,780 | $16.1M | 23.57% | −7,056−7.2% | Reduced |
| Boston Financial Mangement LLC | 92,078 | $16.5M | 0.60% | +3,162+3.6% | Added |
| Alliancebernstein L.P. | 93,563 | $16.8M | 0.01% | −2,608−2.7% | Reduced |
| Zurich Insurance Group Ltd | 97,078 | $17.2M | 0.19% | −3,185−3.2% | Reduced |
| Davis Selected Advisers | 106,795 | $19.1M | 0.09% | −2,190−2.0% | Reduced |
| AMF Pensionsforsakring AB | 108,329 | $19.2M | 0.13% | −23,316−17.7% | Reduced |
| Public Sector Pension Investment Board | 110,461 | $19.6M | 0.11% | +8,921+8.8% | Added |
| Wells Fargo & Company | 112,280 | $20.1M | 0.01% | −84,552−43.0% | Reduced |
| Advisory Research Inc | 118,529 | $21.2M | 1.67% | −2,373−2.0% | Reduced |