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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.

Institutional holdersQ4 2021: 255 institutions
Q1 2021: 179 institutionsQ2 2021: 210 institutionsQ3 2021: 212 institutionsQ4 2021: 255 institutionsQ1 2022: 288 institutionsQ2 2022: 317 institutionsQ3 2022: 339 institutionsQ4 2022: 436 institutionsQ1 2023: 472 institutionsQ2 2023: 519 institutionsQ3 2023: 555 institutionsQ4 2023: 627 institutionsQ1 2024: 656 institutionsQ2 2024: 655 institutionsQ3 2024: 709 institutionsQ4 2024: 709 institutionsQ1 2025: 715 institutionsQ2 2025: 785 institutionsQ3 2025: 885 institutionsQ4 2025: 908 institutionsQ1 2026: 936 institutionsQ2 2026: 951 institutions
Value heldQ4 2021: $15.2B
Q1 2021: $10.5BQ2 2021: $11.4BQ3 2021: $11.7BQ4 2021: $15.2BQ1 2022: $12.4BQ2 2022: $11.0BQ3 2022: $11.7BQ4 2022: $20.0BQ1 2023: $20.7BQ2 2023: $25.7BQ3 2023: $26.4BQ4 2023: $31.6BQ1 2024: $35.8BQ2 2024: $31.5BQ3 2024: $33.5BQ4 2024: $30.7BQ1 2025: $28.9BQ2 2025: $39.7BQ3 2025: $39.9BQ4 2025: $40.2BQ1 2026: $42.5BQ2 2026: $44.3B
Institutions holding FERG and their total value by quarter
QuarterHoldersValue
Q2 2026951$44.3B
Q1 2026936$42.5B
Q4 2025908$40.2B
Q3 2025885$39.9B
Q2 2025785$39.7B
Q1 2025715$28.9B
Q4 2024709$30.7B
Q3 2024709$33.5B
Q2 2024655$31.5B
Q1 2024656$35.8B
Q4 2023627$31.6B
Q3 2023555$26.4B
Q2 2023519$25.7B
Q1 2023472$20.7B
Q4 2022436$20.0B
Q3 2022339$11.7B
Q2 2022317$11.0B
Q1 2022288$12.4B
Q4 2021255$15.2B
Q3 2021212$11.7B
Q2 2021210$11.4B
Q1 2021179$10.5B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Ferguson Enterprises Inc.; share changes are against Q3 2021.

Institutions holding FERG in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Umb Bank N A138$25.0K0.00%+138New
Standard Family Office LLC136$24.0K0.21%+136New
Evoke Wealth, LLC128$23.0K0.00%+1+0.8%Added
Huntington National Bank127$23.0K0.00%+127New
Washington Trust Advisors, Inc.129$23.0K0.00%+129New
Eagle Bay Advisors LLC121$22.0K0.01%00.0%Unchanged
Howe & Rusling Inc113$20.0K0.00%−30−21.0%Reduced
Spire Wealth Management104$19.0K0.00%+22+26.8%Added
TFC Financial Management92$17.0K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.93$16.0K0.01%00.0%Unchanged
Delta Asset Management LLC85$15.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB86$15.0K0.00%00.0%Unchanged
Whittier Trust Co67$12.0K0.00%00.0%Unchanged
Vigilant Capital Management, LLC68$12.0K0.00%00.0%Unchanged
Arlington Partners LLC60$11.0K0.00%+60New
Washington Trust Co53$10.0K0.00%+2+3.9%Added
FinTrust Capital Advisors, LLC48$9.00K0.00%−23−32.4%Reduced
Jones Financial Companies LLLP50$9.00K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC48$9.00K0.00%00.0%Unchanged
Fifth Third Bancorp45$8.00K0.00%−25−35.7%Reduced
First Horizon Advisors, Inc.43$8.00K0.00%+8+22.9%Added
AdvisorNet Financial, Inc44$8.00K0.00%+44New
KB Financial Partners, LLC43$8.00K0.00%+43New
Zullo Investment Group, Inc.39$7.00K0.00%+39New
Laurel Wealth Planning LLC36$6.00K0.00%00.0%Unchanged
Brewin Dolphin Ltd36$6.00K0.00%+36New
Federation des caisses Desjardins du Quebec28$5.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC28$5.00K0.00%−6−17.6%Reduced
Proequities, Inc.24$4.00K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC20$4.00K0.00%00.0%Unchanged
Allworth Financial LP23$4.00K0.00%+7+43.8%Added
Fortitude Advisory Group L.L.C.21$4.00K0.00%+21New
Concord Wealth Partners14$3.00K0.00%+4+40.0%Added
Quent Capital, LLC14$3.00K0.00%+14New
Asset Dedication, LLC12$2.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC10$2.00K0.00%00.0%Unchanged
Harvest Group Wealth Management, LLC12$2.00K0.00%+12New
Morton Brown Family Wealth, LLC9$2.00K0.00%+9New
Raffa Wealth Management, LLC7$1.26K0.00%00.0%Unchanged
Clearstead Advisors, LLC3$1.00K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.6$1.00K0.00%+6New
JFS Wealth Advisors, LLC7$1.00K0.00%+7New
IFP Advisors, Inc2$1.00K0.00%+2New
Ahrens Investment Partners LLC6$1.00K0.00%+6New
Centerpoint Advisors, LLC5$1.00K0.00%+5New
Bell Investment Advisors, Inc3$1.00K0.00%+3New
CoreCap Advisors, LLC2$1.00K0.00%+2New
Dixon Hughes Goodman Wealth Advisors LLC8$1.00K0.00%+8New
Baystate Wealth Management LLC2$00.00%00.0%Unchanged
Forsta Ap-Fonden59,199$00.00%+255+0.4%Added
Kayne Anderson Rudnick Investment Management LLC2$00.00%+2New
M&G Investment Management Ltd1,222,329––−180,154−12.8%Reduced
Mitsubishi UFJ Trust & Banking Corp28,974––−7,609−20.8%Reduced
USS Investment Management Ltd34,276––+16,498+92.8%Added
Polar Capital Holdings Plc262,157––−9,770−3.6%Reduced
AMP Capital Investors Ltd0$00.00%−54,204−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−2,038−100.0%Sold out
Evolution Wealth Advisors, LLC0$00.00%−272−100.0%Sold out
Red Tortoise LLC0$00.00%−149−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−71−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−65−100.0%Sold out
Syverson Strege & Co0$00.00%−67−100.0%Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−54−100.0%Sold out
Consolidated Planning Corp0$00.00%−41−100.0%Sold out
Creative Financial Designs Inc0$00.00%−33−100.0%Sold out
Better Money Decisions, LLC0$00.00%−39−100.0%Sold out
Meeder Asset Management Inc0$00.00%−27−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−29−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−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