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 2022
Institutional positions in Ferguson Enterprises Inc. as of Dec 31, 2022. 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
- 436
- +103 vs. Q3 2022
- Shares held
- 157.7M
- +44.0M (+38.8%) vs. Q3 2022
- Total value
- $20.0B
- +$8.23B (+70.2%) vs. Q3 2022
- New holders
- 150
- 126 more added
- Sold out
- 47
- 126 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Ferguson Enterprises Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $127 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 2 | $254 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $381 | 0.00% | +3 | New |
| Horan Securities, Inc. | 4 | $508 | 0.00% | +4 | New |
| Lansing Street Advisors | 5 | $635 | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | −14−73.7% | Reduced |
| Sageworth Trust Co | 9 | $1.00K | 0.00% | +9 | New |
| Disciplined Investments, LLC | 9 | $1.14K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9 | $1.14K | 0.00% | +9 | New |
| Castleview Partners, LLC | 12 | $1.52K | 0.00% | +1+9.1% | Added |
| Money Concepts Capital Corp | 13 | $1.65K | 0.00% | +13 | New |
| Assetmark, Inc | 14 | $1.78K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 14 | $1.78K | 0.00% | +14 | New |
| Aua Capital Management, LLC | 15 | $1.91K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 17 | $2.00K | 0.00% | +17 | New |
| Central Trust Co | 16 | $2.03K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 17 | $2.16K | 0.00% | −2−10.5% | Reduced |
| Oakworth Capital, Inc. | 18 | $2.29K | 0.00% | +18 | New |
| Harvest Group Wealth Management, LLC | 21 | $2.67K | 0.00% | −7−25.0% | Reduced |
| Cornerstone Planning Group LLC | 20 | $2.71K | 0.00% | +20 | New |
| Heritage Wealth Management, LLC | 22 | $2.79K | 0.00% | +11+100.0% | Added |
| Raffa Wealth Management, LLC | 22 | $2.79K | 0.00% | +15+214.3% | Added |
| Morgan Dempsey Capital Management LLC | 23 | $2.92K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $3.00K | 0.00% | −103−79.8% | Reduced |
| Abound Wealth Management | 25 | $3.22K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 26 | $3.30K | 0.00% | −6−18.8% | Reduced |
| Manchester Capital Management LLC | 26 | $3.30K | 0.00% | +26 | New |
| Earnest Partners LLC | 32 | $3.34K | 0.00% | +32 | New |
| Federation des caisses Desjardins du Quebec | 28 | $3.55K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 28 | $3.57K | 0.00% | +28 | New |
| Capital Advisors, Ltd. LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 36 | $4.57K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 38 | $4.83K | 0.00% | −3−7.3% | Reduced |
| Zullo Investment Group, Inc. | 39 | $4.95K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 40 | $5.09K | 0.00% | +40 | New |
| Lee Financial Co | 50 | $6.35K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $6.60K | 0.00% | +31+147.6% | Added |
| Quent Capital, LLC | 59 | $7.49K | 0.00% | +45+321.4% | Added |
| Umb Bank N A | 62 | $8.00K | 0.00% | −24−27.9% | Reduced |
| Private Trust Co NA | 70 | $9.00K | 0.00% | +70 | New |
| Eagle Bay Advisors LLC | 72 | $9.14K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 82 | $10.0K | 0.00% | +82 | New |
| Global Retirement Partners, LLC | 80 | $10.1K | 0.00% | +8+11.1% | Added |
| Advisory Services Network, LLC | 80 | $10.2K | 0.00% | +80 | New |
| TFC Financial Management | 92 | $11.7K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 100 | $12.0K | 0.00% | +100 | New |
| Cary Street Partner Investment Advisory LLC | 100 | $12.7K | 0.00% | +100 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 109 | $13.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 128 | $16.3K | 0.00% | +49+62.0% | Added |
| Lindbrook Capital, LLC | 141 | $17.9K | 0.00% | +7+5.2% | Added |
| Exchange Traded Concepts, LLC | 141 | $17.9K | 0.00% | +141 | New |
| FinTrust Capital Advisors, LLC | 146 | $18.5K | 0.00% | +122+508.3% | Added |
| Red Tortoise LLC | 149 | $18.9K | 0.01% | +149 | New |
| Seldon Capital LP | 150 | $19.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 159 | $20.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 168 | $21.3K | 0.02% | +168 | New |
| Steward Partners Investment Advisory, LLC | 176 | $22.3K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 173 | $24.0K | 0.01% | −17−8.9% | Reduced |
| First Horizon Advisors, Inc. | 201 | $25.5K | 0.00% | −4−2.0% | Reduced |
| Proequities, Inc. | 270 | $34.5K | 0.00% | +270 | New |
| Crewe Advisors LLC | 297 | $37.7K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 333 | $42.3K | 0.01% | +206+162.2% | Added |
| Resurgent Financial Advisors LLC | 373 | $47.4K | 0.03% | +373 | New |
| CWM, LLC | 383 | $49.0K | 0.00% | +60+18.6% | Added |
| SRS Capital Advisors, Inc. | 408 | $51.7K | 0.01% | −25−5.8% | Reduced |
| Hexagon Capital Partners LLC | 424 | $53.8K | 0.02% | −45−9.6% | Reduced |
| Rosenberg Matthew Hamilton | 535 | $67.9K | 0.02% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 539 | $68.4K | 0.04% | +539 | New |
| TD Private Client Wealth LLC | 568 | $72.1K | 0.00% | −67−10.6% | Reduced |
| Ronald Blue Trust, Inc. | 758 | $78.0K | 0.00% | +376+98.4% | Added |
| Comerica Securities,inc. | 614 | $78.4K | 0.01% | +614 | New |
| IFP Advisors, Inc | 1,204 | $88.0K | 0.00% | +45+3.9% | Added |
| Rockefeller Capital Management L.P. | 752 | $94.0K | 0.00% | +83+12.4% | Added |
| Baldwin Brothers Inc | 795 | $100.9K | 0.01% | −271−25.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 888 | $112.8K | 0.00% | +848+2,120.0% | Added |
| Harbor Investment Advisory, LLC | 911 | $115.7K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 943 | $119.7K | 0.00% | −18−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 995 | $126.0K | 0.01% | +930+1,430.8% | Added |
| Belpointe Asset Management LLC | 1,131 | $143.7K | 0.01% | +1,131 | New |
| EverSource Wealth Advisors, LLC | 1,280 | $162.5K | 0.02% | −147−10.3% | Reduced |
| Credential Qtrade Securities Inc. | 1,416 | $179.8K | 0.01% | −98−6.5% | Reduced |
| Parallel Advisors, LLC | 1,476 | $187.4K | 0.01% | −285−16.2% | Reduced |
| WSFS Capital Management, LLC | 1,614 | $204.9K | 0.02% | +1,614 | New |
| Advisor OS, LLC | 1,625 | $206.3K | 0.05% | +1,625 | New |
| Financial Advocates Investment Management | 1,628 | $206.7K | 0.02% | +1,628 | New |
| Coldstream Capital Management Inc | 1,658 | $210.5K | 0.01% | +1,658 | New |
| Axq Capital, LP | 1,666 | $211.5K | 0.15% | +1,666 | New |
| DGS Capital Management, LLC | 1,675 | $212.7K | 0.14% | −752−31.0% | Reduced |
| Orion Portfolio Solutions, LLC | 1,697 | $215.5K | 0.01% | +1,697 | New |
| Raymond James Trust N.A. | 1,703 | $216.0K | 0.01% | +1,703 | New |
| Weil Company, Inc. | 1,716 | $217.9K | 0.10% | +1,716 | New |
| Whittier Trust Co | 1,729 | $219.5K | 0.00% | −17−1.0% | Reduced |
| David Loasby | 1,607 | $219.8K | 0.03% | +1,607 | New |
| Quadrant Capital Group LLC | 1,737 | $220.6K | 0.03% | −879−33.6% | Reduced |
| Scott Capital Advisors, LLC | 1,764 | $224.0K | 0.13% | +1,764 | New |
| Zions Bancorporation, N.A. | 1,801 | $228.7K | 0.02% | −224−11.1% | Reduced |
| American Trust | 1,884 | $239.2K | 0.02% | −175−8.5% | Reduced |
| Colonial River Wealth Management, LLC | 1,890 | $240.0K | 0.15% | +1,890 | New |
| Freestone Capital Holdings, LLC | 1,914 | $243.0K | 0.01% | −136−6.6% | Reduced |