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 |
|---|---|---|---|---|---|
| Norwood Investment Partners, LP | 121,670 | $21.8M | 11.90% | +121,670 | New |
| Loomis Sayles & Co L P | 122,689 | $22.0M | 0.03% | −1,547−1.2% | Reduced |
| Lionstone Capital Management LLC | 138,298 | $24.8M | 6.03% | −20,070−12.7% | Reduced |
| Mackenzie Financial Corp | 155,362 | $27.9M | 0.04% | −29,249−15.8% | Reduced |
| Russell Investments Group, Ltd. | 161,769 | $28.7M | 0.05% | +161,769 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 170,751 | $29.8M | 0.14% | +4,792+2.9% | Added |
| Wellington Management Group LLP | 168,186 | $29.9M | 0.00% | −364,865−68.4% | Reduced |
| Broad Bay Capital Management, LP | 184,000 | $33.0M | 4.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 264,438 | $40.5M | 0.05% | +263,031+18,694.5% | Added |
| AXA S.A. | 240,049 | $43.1M | 0.11% | +44,875+23.0% | Added |
| Royal Bank of Canada | 240,087 | $43.1M | 0.01% | −500.0% | Reduced |
| Vontobel Holding Ltd. | 260,048 | $46.5M | 0.39% | +6,425+2.5% | Added |
| Korea Investment CORP | 305,928 | $54.3M | 0.14% | −11,008−3.5% | Reduced |
| Bank of Montreal | 324,098 | $58.1M | 0.03% | −625,381−65.9% | Reduced |
| Artemis Investment Management LLP | 337,420 | $59.8M | 0.43% | −1,096−0.3% | Reduced |
| Jupiter Asset Management Ltd | 342,572 | $60.8M | 0.67% | +25,815+8.1% | Added |
| Manufacturers Life Insurance Company, The | 412,905 | $60.8M | 0.04% | −88,633−17.7% | Reduced |
| UBS Group AG | 358,013 | $64.2M | 0.03% | +238,818+200.4% | Added |
| Parametric Portfolio Associates LLC | 420,921 | $75.5M | 0.04% | +4,855+1.2% | Added |
| BlackRock Inc. | 448,899 | $80.5M | 0.00% | −157,378−26.0% | Reduced |
| Hawk Ridge Capital Management LP | 498,045 | $88.3M | 5.43% | −173,646−25.9% | Reduced |
| Border to Coast Pensions Partnership Ltd | 499,000 | $88.5M | 2.98% | 00.0% | Unchanged |
| TD Asset Management Inc | 512,556 | $91.0M | 0.08% | +159,690+45.3% | Added |
| Southpoint Capital Advisors LP | 526,640 | $94.5M | 1.81% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 682,201 | $121.1M | 0.45% | +625,003+1,092.7% | Added |
| Pelham Capital Ltd. | 675,241 | $121.1M | 6.87% | +675,241 | New |
| Lazard Asset Management LLC | 708,609 | $127.1M | 0.14% | −14,698−2.0% | Reduced |
| HSBC Holdings PLC | 725,196 | $128.6M | 0.14% | +386,450+114.1% | Added |
| Deutsche Bank AG | 736,623 | $132.1M | 0.06% | +14,832+2.1% | Added |
| Neuberger Berman Group LLC | 799,578 | $140.6M | 0.11% | −261,812−24.7% | Reduced |
| Allianz Asset Management GmbH | 793,621 | $140.9M | 0.10% | +24,388+3.2% | Added |
| Credit Suisse AG | 815,126 | $146.2M | 0.12% | −12,433−1.5% | Reduced |
| Swiss National Bank | 906,848 | $160.7M | 0.10% | −19,194−2.1% | Reduced |
| Citigroup Inc | 1,026,232 | $183.1M | 0.17% | +79,681+8.4% | Added |
| National Bank of Canada | 1,076,018 | $190.7M | 0.80% | +1,076,018 | New |
| Amundi | 1,257,861 | $220.7M | 0.14% | −586,099−31.8% | Reduced |
| FIL Ltd | 1,411,384 | $250.7M | 0.26% | −63,855−4.3% | Reduced |
| Barclays PLC | 1,481,787 | $265.8M | 0.16% | −165,421−10.0% | Reduced |
| Bank of New York Mellon Corp | 1,625,333 | $291.6M | 0.05% | +98,081+6.4% | Added |
| Bank of America Corp | 1,713,857 | $307.4M | 0.03% | −506,449−22.8% | Reduced |
| Pendal Group Limited | 1,951,909 | $346.0M | 2.77% | +1,808,189+1,258.1% | Added |
| Aviva PLC | 2,144,990 | $380.5M | 1.60% | −273,412−11.3% | Reduced |
| Goldman Sachs Group Inc | 2,412,776 | $432.8M | 0.11% | −888,346−26.9% | Reduced |
| Pictet Asset Management SA | 2,932,007 | $520.4M | 0.52% | +127,010+4.5% | Added |
| Royal London Asset Management Ltd | 3,505,904 | $628.9M | 2.34% | +20,030+0.6% | Added |
| Norges Bank | 4,077,110 | $722.8M | 0.15% | −144,548−3.4% | Reduced |
| JPMorgan Chase & Co | 5,118,328 | $918.2M | 0.11% | −114,485−2.2% | Reduced |
| Janus Henderson Group PLC | 7,777,852 | $1.38B | 0.58% | −88,876−1.1% | Reduced |
| FMR LLC | 8,935,566 | $1.59B | 0.12% | +1,364,189+18.0% | Added |
| Vanguard Group Inc | 8,854,992 | $1.59B | 0.04% | +52,847+0.6% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 11,391,981 | $2.02B | 27.11% | −1,336,950−10.5% | Reduced |
| M&G Investment Management Ltd | 1,222,329 | – | – | −180,154−12.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 28,974 | – | – | −7,609−20.8% | Reduced |
| USS Investment Management Ltd | 34,276 | – | – | +16,498+92.8% | Added |
| Polar Capital Holdings Plc | 262,157 | – | – | −9,770−3.6% | Reduced |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −54,204−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −2,038−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| TPG Group Holdings (SBS) Advisors, Inc. | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |