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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 2,097 | $280.5K | 0.01% | −333−13.7% | Reduced |
| Franklin Street Advisors Inc | 2,125 | $284.0K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,141 | $286.3K | 0.00% | −3−0.1% | Reduced |
| Inspire Advisors, LLC | 2,155 | $288.2K | 0.07% | +78+3.8% | Added |
| Whittier Trust Co | 2,194 | $293.4K | 0.01% | +465+26.9% | Added |
| State of Wyoming | 2,222 | $297.2K | 0.10% | −250−10.1% | Reduced |
| Petrus Trust Company, LTA | 2,224 | $297.5K | 0.04% | +2,224 | New |
| Saranac Partners Ltd | 3,465 | $298.8K | 0.18% | +3,465 | New |
| Fund Management at Engine No. 1 LLC | 2,247 | $300.5K | 0.06% | +2,247 | New |
| Clarius Group, LLC | 2,202 | $301.4K | 0.03% | −210−8.7% | Reduced |
| RBF Capital, LLC | 2,400 | $315.6K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,370 | $317.0K | 0.02% | +2,370 | New |
| Ritholtz Wealth Management | 2,396 | $320.5K | 0.02% | −218−8.3% | Reduced |
| Weil Company, Inc. | 2,416 | $323.1K | 0.15% | +700+40.8% | Added |
| KB Financial Partners, LLC | 2,486 | $333.0K | 0.10% | −5−0.2% | Reduced |
| Prudential Financial Inc | 3,153 | $341.7K | 0.00% | +3,153 | New |
| SkyView Investment Advisors, LLC | 2,570 | $344.0K | 0.08% | +62+2.5% | Added |
| CI Private Wealth, LLC | 2,622 | $350.7K | 0.00% | +2,622 | New |
| Lombard Odier Asset Management (USA) Corp | 2,635 | $352.4K | 0.06% | +2,635 | New |
| Diversified Trust Co | 2,636 | $352.6K | 0.01% | +2,636 | New |
| Mather Group, LLC. | 2,660 | $355.8K | 0.01% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 2,694 | $360.2K | 0.02% | +224+9.1% | Added |
| Prospera Financial Services Inc | 2,694 | $360.3K | 0.01% | +176+7.0% | Added |
| Avestar Capital, LLC | 2,722 | $364.1K | 0.07% | −611−18.3% | Reduced |
| Commonwealth Equity Services, LLC | 2,783 | $372.0K | 0.00% | +796+40.1% | Added |
| Vestmark Advisory Solutions, Inc. | 2,812 | $376.1K | 0.02% | −1,301−31.6% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 2,824 | $378.0K | 0.13% | +569+25.2% | Added |
| Dakota Wealth Management | 2,903 | $388.3K | 0.03% | −430−12.9% | Reduced |
| Industrial Alliance Investment Management Inc. | 2,910 | $389.0K | 0.01% | +2,910 | New |
| Pathstone Family Office, LLC | 2,909 | $389.1K | 0.01% | −452−13.4% | Reduced |
| Vise Technologies, Inc. | 2,957 | $395.5K | 0.10% | +388+15.1% | Added |
| Creative Planning | 2,972 | $397.5K | 0.00% | +67+2.3% | Added |
| Advisors Asset Management, Inc. | 3,001 | $401.4K | 0.01% | +484+19.2% | Added |
| Cetera Advisors LLC | 3,094 | $413.8K | 0.01% | +241+8.4% | Added |
| Checchi Capital Advisers, LLC | 3,130 | $418.6K | 0.04% | 00.0% | Unchanged |
| David Loasby | 3,438 | $428.8K | 0.05% | +1,831+113.9% | Added |
| Resources Investment Advisors, LLC. | 3,233 | $432.4K | 0.01% | +3,233 | New |
| Mission Wealth Management, LP | 3,295 | $440.8K | 0.02% | −54−1.6% | Reduced |
| RVW Wealth, LLC | 3,365 | $450.1K | 0.06% | 00.0% | Unchanged |
| First Trust Advisors LP | 3,383 | $452.5K | 0.00% | −35,216−91.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,489 | $459.6K | 0.01% | −291−7.7% | Reduced |
| Balentine LLC | 3,443 | $460.5K | 0.02% | +39+1.1% | Added |
| Wetherby Asset Management Inc | 3,552 | $475.1K | 0.03% | −1,965−35.6% | Reduced |
| Engineers Gate Manager LP | 3,594 | $480.7K | 0.02% | −35−1.0% | Reduced |
| Yousif Capital Management, LLC | 3,606 | $482.3K | 0.01% | −200−5.3% | Reduced |
| D.A. Davidson & Co. | 3,623 | $484.6K | 0.01% | +3,623 | New |
| CM Wealth Advisors LLC | 3,637 | $487.0K | 0.09% | +3,637 | New |
| Manufacturers Life Insurance Company, The | 3,681 | $489.0K | 0.00% | −54,658−93.7% | Reduced |
| Covenant Partners, LLC | 3,795 | $507.6K | 0.19% | −1,023−21.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,856 | $515.7K | 0.04% | +3,856 | New |
| Greenleaf Trust | 3,869 | $517.5K | 0.01% | −53−1.4% | Reduced |
| Wealthfront Advisers LLC | 3,904 | $522.2K | 0.00% | +479+14.0% | Added |
| Cetera Advisor Networks LLC | 3,941 | $527.1K | 0.00% | +635+19.2% | Added |
| Kula Investments, LLC | 3,957 | $529.2K | 0.13% | +3,957 | New |
| Quantinno Capital Management LP | 3,967 | $531.0K | 0.04% | +19+0.5% | Added |
| National Asset Management, Inc. | 3,994 | $537.1K | 0.01% | −235−5.6% | Reduced |
| Empowered Funds, LLC | 4,033 | $539.4K | 0.03% | +4,033 | New |
| Lombard Odier Asset Management (Switzerland) SA | 4,074 | $544.9K | 0.05% | +176+4.5% | Added |
| PEAK6 Investments LLC | 4,181 | $559.2K | 0.04% | +4,181 | New |
| Wolverine Trading, LLC | 4,255 | $560.0K | 0.02% | −42−1.0% | Reduced |
| Michael B. Yongue | 4,313 | $576.9K | 0.55% | +4,313 | New |
| Riverwater Partners LLC | 4,347 | $581.4K | 0.53% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 4,453 | $595.6K | 0.21% | +33+0.7% | Added |
| Jump Financial, LLC | 4,657 | $622.9K | 0.03% | +4,657 | New |
| Spire Wealth Management | 4,904 | $655.9K | 0.03% | +4,822+5,880.5% | Added |
| Vestcor Inc | 4,920 | $658.0K | 0.02% | −21−0.4% | Reduced |
| Buckley Wealth Management, LLC | 5,114 | $684.0K | 0.25% | +394+8.3% | Added |
| JustInvest LLC | 5,209 | $696.7K | 0.02% | +659+14.5% | Added |
| Bank of Nova Scotia | 5,380 | $719.6K | 0.00% | −2,050−27.6% | Reduced |
| Macquarie Group Ltd | 5,461 | $730.4K | 0.00% | −39,944−88.0% | Reduced |
| Tower Research Capital LLC (TRC) | 5,577 | $746.0K | 0.02% | +4,582+460.5% | Added |
| Ethic Inc. | 5,704 | $762.9K | 0.03% | +2,171+61.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,720 | $765.0K | 0.04% | −80−1.4% | Reduced |
| Connable Office Inc | 5,756 | $769.9K | 0.11% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,833 | $780.2K | 0.00% | +100+1.7% | Added |
| Desjardins Global Asset Management Inc. | 6,082 | $813.0K | 0.10% | +40+0.7% | Added |
| Virtu Financial LLC | 6,251 | $836.0K | 0.09% | +6,251 | New |
| State of Michigan Retirement System | 6,400 | $856.0K | 0.01% | 00.0% | Unchanged |
| Partners in Financial Planning | 6,760 | $904.1K | 0.24% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 6,807 | $910.4K | 0.04% | +6,807 | New |
| Metis Global Partners, LLC | 6,924 | $923.5K | 0.06% | +1,402+25.4% | Added |
| Vinva Investment Management Ltd | 7,156 | $941.2K | 0.08% | +7,156 | New |
| O'Shaughnessy Asset Management, LLC | 7,074 | $946.1K | 0.01% | +301+4.4% | Added |
| Calamos Advisors LLC | 7,474 | $999.6K | 0.01% | 00.0% | Unchanged |
| Ovata Capital Management Ltd | 7,575 | $1.01M | 0.43% | −2,425−24.3% | Reduced |
| Captrust Financial Advisors | 7,761 | $1.04M | 0.00% | −11−0.1% | Reduced |
| MML Investors Services, LLC | 7,889 | $1.05M | 0.01% | −379−4.6% | Reduced |
| Alliancebernstein L.P. | 8,105 | $1.08M | 0.00% | −21−0.3% | Reduced |
| Boston Common Asset Management, LLC | 8,373 | $1.11M | 0.02% | +6,230+290.7% | Added |
| Level Four Advisory Services, LLC | 8,295 | $1.11M | 0.07% | +991+13.6% | Added |
| Mercer Global Advisors Inc | 8,417 | $1.13M | 0.01% | +5,260+166.6% | Added |
| Glenmede Trust Co NA | 8,452 | $1.13M | 0.01% | +778+10.1% | Added |
| Hawk Ridge Capital Management LP | 8,551 | $1.14M | 0.06% | −3,817−30.9% | Reduced |
| US Bancorp | 8,874 | $1.19M | 0.00% | −2,884−24.5% | Reduced |
| Mackenzie Financial Corp | 9,212 | $1.22M | 0.00% | +9,212 | New |
| XTX Topco Ltd | 9,434 | $1.26M | 0.26% | +4,892+107.7% | Added |
| S&CO Inc | 9,468 | $1.27M | 0.11% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 10,000 | $1.32M | 0.03% | +10,000 | New |
| Investment Management Corp of Ontario | 10,072 | $1.35M | 0.06% | +10,072 | New |
| Brinker Capital Investments, LLC | 10,320 | $1.38M | 0.02% | −13,473−56.6% | Reduced |