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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 9,195 | $1.62M | 0.04% | −212−2.3% | Reduced |
| Level Four Advisory Services, LLC | 8,983 | $1.61M | 0.12% | +12+0.1% | Added |
| Live Oak Private Wealth LLC | 8,919 | $1.60M | 0.30% | −130−1.4% | Reduced |
| Ossiam | 8,430 | $1.50M | 0.04% | +3,734+79.5% | Added |
| Marshall Wace, LLP | 7,849 | $1.41M | 0.00% | +7,849 | New |
| Liontrust Investment Partners LLP | 7,102 | $1.26M | 0.01% | −204−2.8% | Reduced |
| Eagle Asset Management Inc | 6,997 | $1.25M | 0.01% | +244+3.6% | Added |
| Stifel Financial Corp | 6,799 | $1.22M | 0.00% | −637−8.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,606 | $1.19M | 0.02% | +450+7.3% | Added |
| Geode Capital Management, LLC | 6,447 | $1.16M | 0.00% | −457−6.6% | Reduced |
| Calamos Advisors LLC | 6,343 | $1.14M | 0.00% | +6,343 | New |
| 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 |
| Wetherby Asset Management Inc | 6,179 | $1.11M | 0.06% | +30.0% | Added |
| New York Life Investments Alternatives | 6,000 | $1.06M | 0.71% | 00.0% | Unchanged |
| Millennium Management LLC | 5,797 | $1.04M | 0.00% | +5,797 | New |
| Partners in Financial Planning | 6,933 | $1.03M | 0.31% | 00.0% | Unchanged |
| Trexquant Investment LP | 5,428 | $974.0K | 0.06% | +5,428 | New |
| Vestmark Advisory Solutions, Inc. | 4,800 | $861.0K | 0.05% | −456−8.7% | Reduced |
| JustInvest LLC | 4,624 | $829.0K | 0.05% | +1,024+28.4% | Added |
| Metatron Capital SICAV plc | 6,200 | $812.5K | 0.77% | +6,200 | New |
| FDx Advisors, Inc. | 4,457 | $800.0K | 0.02% | +466+11.7% | Added |
| Ameriprise Financial Inc | 4,449 | $799.0K | 0.00% | +590+15.3% | Added |
| Greenleaf Trust | 3,957 | $710.0K | 0.01% | +316+8.7% | Added |
| Amplius Wealth Advisors, LLC | 3,908 | $701.0K | 0.10% | +3,908 | New |
| Clarius Group, LLC | 3,834 | $686.0K | 0.05% | +2,159+128.9% | Added |
| Schechter Investment Advisors, LLC | 3,746 | $665.0K | 0.06% | +3,746 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,682 | $652.4K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 3,531 | $633.0K | 0.01% | +3,531 | New |
| RVW Wealth, LLC | 3,365 | $604.0K | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,318 | $596.0K | 0.00% | +70+2.2% | Added |
| Mercer Global Advisors Inc | 3,135 | $562.0K | 0.00% | +35+1.1% | Added |
| Comerica Bank | 3,628 | $560.0K | 0.00% | −303−7.7% | Reduced |
| Ritholtz Wealth Management | 2,717 | $487.0K | 0.03% | +8+0.3% | Added |
| Mather Group, LLC. | 2,660 | $477.0K | 0.01% | +2,660 | New |
| M&T Bank Corp | 2,643 | $475.0K | 0.00% | −390−12.9% | Reduced |
| Checchi Capital Advisers, LLC | 2,639 | $472.0K | 0.05% | +74+2.9% | Added |
| Baird Financial Group, Inc. | 2,493 | $447.0K | 0.00% | −944−27.5% | Reduced |
| Mission Wealth Management, LP | 2,230 | $400.0K | 0.02% | +204+10.1% | Added |
| Palladiem, LLC | 2,167 | $389.0K | 0.31% | 00.0% | Unchanged |
| Assetmark, Inc | 2,109 | $378.0K | 0.00% | +9+0.4% | Added |
| Credential Qtrade Securities Inc. | 2,067 | $370.8K | 0.03% | +223+12.1% | Added |
| Creative Planning | 1,991 | $357.0K | 0.00% | +434+27.9% | Added |
| Colonial River Wealth Management, LLC | 1,974 | $354.0K | 0.19% | +1,974 | New |
| HRT Financial LP | 1,958 | $351.0K | 0.00% | +1,958 | New |
| Veriti Management LLC | 1,858 | $333.0K | 0.04% | −183−9.0% | Reduced |
| First Republic Investment Management, Inc. | 1,837 | $330.0K | 0.00% | −41−2.2% | Reduced |
| Advisor Partners LLC | 1,812 | $326.0K | 0.02% | −81−4.3% | Reduced |
| Scott Capital Advisors, LLC | 1,812 | $325.0K | 0.20% | +1,812 | New |
| Raymond James Trust N.A. | 1,735 | $311.0K | 0.01% | −585−25.2% | Reduced |
| Cerity Partners LLC | 1,716 | $309.0K | 0.00% | +1,716 | New |
| Guggenheim Capital LLC | 1,716 | $308.0K | 0.00% | +1,716 | New |
| Raymond James Financial Services Advisors, Inc. | 1,572 | $279.0K | 0.00% | −565−26.4% | Reduced |
| Knowledge Leaders Capital, LLC | 1,552 | $278.0K | 0.20% | −314−16.8% | Reduced |
| Truist Financial Corp | 1,470 | $264.0K | 0.00% | −33−2.2% | Reduced |
| Balentine LLC | 1,454 | $258.0K | 0.01% | +1,454 | New |
| Jane Street Group, LLC | 1,423 | $252.0K | 0.00% | −307,772−99.5% | Reduced |
| West Family Investments, Inc. | 1,400 | $251.0K | 0.07% | −273−16.3% | Reduced |
| Baldwin Brothers Inc | 1,413 | $251.0K | 0.03% | −35−2.4% | Reduced |
| DGS Capital Management, LLC | 1,383 | $248.0K | 0.15% | +1,383 | New |
| Quadrant Capital Group LLC | 1,363 | $245.0K | 0.03% | −1−0.1% | Reduced |
| Bokf, NA | 1,317 | $236.0K | 0.00% | +1,317 | New |
| Curran Financial Partners, LLC | 1,313 | $236.0K | 0.10% | +1,313 | New |
| Annapolis Financial Services, LLC | 1,274 | $229.0K | 0.07% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,220 | $219.0K | 0.02% | +609+99.7% | Added |
| Harbour Capital Advisors, LLC | 1,227 | $218.0K | 0.05% | +1,227 | New |
| Harbor Investment Advisory, LLC | 1,208 | $217.0K | 0.03% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,203 | $216.0K | 0.01% | +1,203 | New |
| Cambridge Investment Research Advisors, Inc. | 1,201 | $215.0K | 0.00% | +1,201 | New |
| Altshuler Shaham Ltd | 1,191 | $211.0K | 0.00% | +1,191 | New |
| Captrust Financial Advisors | 1,147 | $206.0K | 0.00% | −46−3.9% | Reduced |
| Cubist Systematic Strategies, LLC | 1,147 | $206.0K | 0.00% | +1,147 | New |
| Windsor Capital Management, LLC | 1,134 | $203.0K | 0.06% | +1,134 | New |
| Signaturefd, LLC | 1,124 | $202.0K | 0.01% | +110+10.8% | Added |
| Metis Global Partners, LLC | 1,131 | $201.0K | 0.06% | +1,131 | New |
| Kestra Advisory Services, LLC | 1,116 | $200.0K | 0.00% | +1,116 | New |
| Exane Derivatives | 799 | $141.1K | 0.03% | +516+182.3% | Added |
| TD Private Client Wealth LLC | 775 | $137.5K | 0.01% | −474−38.0% | Reduced |
| Parallel Advisors, LLC | 761 | $137.0K | 0.01% | −8−1.0% | Reduced |
| Bessemer Group Inc | 614 | $110.0K | 0.00% | +306+99.4% | Added |
| Cambridge Trust Co | 614 | $110.0K | 0.00% | +614 | New |
| JJJ Advisors Inc. | 594 | $107.0K | 0.03% | +27+4.8% | Added |
| Rosenberg Matthew Hamilton | 530 | $95.0K | 0.03% | 00.0% | Unchanged |
| Private Capital Group, LLC | 429 | $77.0K | 0.02% | −9−2.1% | Reduced |
| Tower Research Capital LLC (TRC) | 399 | $72.0K | 0.00% | +399 | New |
| Snowden Capital Advisors LLC | 397 | $70.0K | 0.00% | −1,066−72.9% | Reduced |
| Hexagon Capital Partners LLC | 351 | $63.0K | 0.02% | −28−7.4% | Reduced |
| CWM, LLC | 240 | $43.0K | 0.00% | +240 | New |
| Patriot Financial Group Insurance Agency, LLC | 223 | $40.0K | 0.01% | 00.0% | Unchanged |
| Eaton Vance Management | 195 | $35.0K | 0.00% | −7−3.5% | Reduced |
| Carroll Financial Associates, Inc. | 191 | $34.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 182 | $32.3K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 178 | $32.0K | 0.01% | +178 | New |
| Column Capital Advisors, LLC | 159 | $29.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 159 | $29.0K | 0.01% | +159 | New |
| Steward Partners Investment Advisory, LLC | 156 | $28.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 155 | $28.0K | 0.00% | +2+1.3% | Added |
| EverSource Wealth Advisors, LLC | 148 | $27.0K | 0.01% | +148 | New |
| Seldon Capital LP | 150 | $27.0K | 0.02% | +150 | New |
| Fieldpoint Private Securities, LLC | 139 | $25.0K | 0.00% | 00.0% | Unchanged |