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, Q1 2023
Institutional positions in Ferguson Enterprises Inc. as of Mar 31, 2023. 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
- 472
- +43 vs. Q4 2022
- Shares held
- 156.3M
- +587.9K (+0.4%) vs. Q4 2022
- Total value
- $20.7B
- +$1.01B (+5.1%) vs. Q4 2022
- New holders
- 99
- 165 more added
- Sold out
- 56
- 154 more reduced
7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Ferguson Enterprises Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 134 | $41 | 0.00% | +134 | New |
| Farther Finance Advisors, LLC | 2 | $268 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $268 | 0.00% | +2 | New |
| Baystate Wealth Management LLC | 2 | $273 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 4 | $564 | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 5 | $669 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $737 | 0.00% | −19−76.0% | Reduced |
| Ahrens Investment Partners LLC | 6 | $803 | 0.00% | +6 | New |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | −3,020−99.6% | Reduced |
| Castleview Partners, LLC | 8 | $1.07K | 0.00% | −4−33.3% | Reduced |
| Disciplined Investments, LLC | 9 | $1.20K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $1.60K | 0.00% | +9+300.0% | Added |
| Assetmark, Inc | 14 | $1.87K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 14 | $1.87K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 15 | $2.01K | 0.00% | −6−28.6% | Reduced |
| AdvisorNet Financial, Inc | 15 | $2.01K | 0.00% | +15 | New |
| Central Trust Co | 16 | $2.14K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 17 | $2.27K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 18 | $2.41K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 20 | $2.67K | 0.00% | +20 | New |
| BOK Financial Private Wealth, Inc. | 21 | $2.81K | 0.00% | +21 | New |
| Ameritas Advisory Services, LLC | 24 | $3.31K | 0.00% | +24 | New |
| Manchester Capital Management LLC | 26 | $3.48K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 26 | $3.48K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 27 | $3.61K | 0.00% | +1+3.8% | Added |
| Capital Advisors, Ltd. LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 31 | $4.15K | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 37 | $4.95K | 0.00% | +15+68.2% | Added |
| HHM Wealth Advisors, LLC | 37 | $4.95K | 0.00% | +37 | New |
| Eagle Bay Advisors LLC | 41 | $5.48K | 0.00% | −31−43.1% | Reduced |
| JFS Wealth Advisors, LLC | 52 | $6.96K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 59 | $7.89K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 67 | $8.96K | 0.00% | −3−4.3% | Reduced |
| Engine Capital Management, LP | 78 | $10.0K | 0.00% | −24,971−99.7% | Reduced |
| Advisory Services Network, LLC | 90 | $12.0K | 0.00% | +10+12.5% | Added |
| Bokf, NA | 90 | $12.0K | 0.00% | +90 | New |
| TFC Financial Management | 92 | $12.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 100 | $13.4K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 107 | $14.3K | 0.00% | −34−24.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 109 | $14.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 127 | $17.0K | 0.00% | −441−77.6% | Reduced |
| Lindbrook Capital, LLC | 128 | $17.1K | 0.00% | −13−9.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 134 | $17.9K | 0.00% | +134 | New |
| FinTrust Capital Advisors, LLC | 146 | $18.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 159 | $21.3K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 173 | $22.4K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 175 | $23.4K | 0.00% | −122−41.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 176 | $23.5K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 206 | $27.6K | 0.00% | −127−38.1% | Reduced |
| South State Corp. | 221 | $29.6K | 0.00% | +221 | New |
| Zions Bancorporation, N.A. | 238 | $31.8K | 0.00% | −1,563−86.8% | Reduced |
| Heritage Wealth Advisors | 243 | $32.5K | 0.00% | +243 | New |
| First Horizon Advisors, Inc. | 248 | $33.2K | 0.00% | +47+23.4% | Added |
| Milestone Investment Advisors LLC | 284 | $38.0K | 0.01% | +284 | New |
| Fifth Third Bancorp | 289 | $38.7K | 0.00% | +161+125.8% | Added |
| Proequities, Inc. | 303 | $40.7K | 0.00% | +33+12.2% | Added |
| CWM, LLC | 365 | $49.0K | 0.00% | −18−4.7% | Reduced |
| Hexagon Capital Partners LLC | 404 | $54.0K | 0.02% | −20−4.7% | Reduced |
| SRS Capital Advisors, Inc. | 423 | $56.6K | 0.01% | +15+3.7% | Added |
| IFP Advisors, Inc | 851 | $60.0K | 0.00% | −353−29.3% | Reduced |
| Fortis Capital Advisors, LLC | 468 | $62.6K | 0.03% | −71−13.2% | Reduced |
| Alta Advisers Ltd | 500 | $66.9K | 0.04% | +500 | New |
| Rosenberg Matthew Hamilton | 535 | $71.6K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 550 | $73.6K | 0.00% | +488+787.1% | Added |
| Global Retirement Partners, LLC | 625 | $87.2K | 0.00% | +545+681.3% | Added |
| Ronald Blue Trust, Inc. | 743 | $94.0K | 0.00% | −15−2.0% | Reduced |
| Baldwin Brothers Inc | 789 | $105.5K | 0.01% | −6−0.8% | Reduced |
| Belpointe Asset Management LLC | 846 | $113.1K | 0.01% | −285−25.2% | Reduced |
| National Bank of Canada | 894 | $116.9K | 0.00% | −66,868−98.7% | Reduced |
| Aspire Private Capital, LLC | 1,095 | $146.5K | 0.05% | +1,095 | New |
| EverSource Wealth Advisors, LLC | 1,123 | $150.2K | 0.02% | −157−12.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,141 | $152.6K | 0.00% | +253+28.5% | Added |
| Chico Wealth RIA | 1,499 | $200.5K | 0.26% | +1,499 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,510 | $202.0K | 0.03% | +1,510 | New |
| Parallel Advisors, LLC | 1,525 | $204.0K | 0.01% | +49+3.3% | Added |
| WSFS Capital Management, LLC | 1,526 | $204.1K | 0.02% | −88−5.5% | Reduced |
| Blueprint Investment Partners LLC | 1,531 | $204.8K | 0.05% | +1,531 | New |
| DGS Capital Management, LLC | 1,536 | $205.4K | 0.11% | −139−8.3% | Reduced |
| Financial Advocates Investment Management | 1,556 | $208.1K | 0.02% | −72−4.4% | Reduced |
| Vident Investment Advisory, LLC | 1,562 | $208.9K | 0.01% | +1,562 | New |
| Coldstream Capital Management Inc | 1,583 | $211.7K | 0.01% | −75−4.5% | Reduced |
| Centiva Capital, LP | 1,598 | $213.7K | 0.01% | +1,598 | New |
| Advisor OS, LLC | 1,598 | $213.7K | 0.05% | −27−1.7% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 1,635 | $218.7K | 0.05% | +1,635 | New |
| American Trust | 1,659 | $221.9K | 0.02% | −225−11.9% | Reduced |
| Quadrant Capital Group LLC | 1,671 | $223.6K | 0.02% | −66−3.8% | Reduced |
| Legacy Advisors, LLC | 1,702 | $224.1K | 0.04% | +1,702 | New |
| Raymond James Trust N.A. | 1,711 | $229.0K | 0.01% | +8+0.5% | Added |
| Scott Capital Advisors, LLC | 1,764 | $235.9K | 0.11% | 00.0% | Unchanged |
| Colonial Trust Co | 1,807 | $237.7K | 0.06% | +1,779+6,353.6% | Added |
| Colonial River Wealth Management, LLC | 1,798 | $240.5K | 0.14% | −92−4.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,801 | $240.9K | 0.12% | −298−14.2% | Reduced |
| HighVista Strategies LLC | 1,840 | $246.1K | 0.20% | +1,840 | New |
| BSW Wealth Partners | 1,892 | $253.1K | 0.05% | +1,892 | New |
| Federation des caisses Desjardins du Quebec | 1,901 | $254.2K | 0.00% | +1,873+6,689.3% | Added |
| Freestone Capital Holdings, LLC | 1,923 | $257.2K | 0.01% | +9+0.5% | Added |
| Signaturefd, LLC | 1,983 | $265.2K | 0.01% | −52−2.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,999 | $267.4K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,040 | $274.3K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 2,063 | $275.9K | 0.03% | +2,063 | New |