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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1,123 | $150.2K | 0.02% | −157−12.3% | Reduced |
| Aspire Private Capital, LLC | 1,095 | $146.5K | 0.05% | +1,095 | New |
| National Bank of Canada | 894 | $116.9K | 0.00% | −66,868−98.7% | Reduced |
| Belpointe Asset Management LLC | 846 | $113.1K | 0.01% | −285−25.2% | Reduced |
| Baldwin Brothers Inc | 789 | $105.5K | 0.01% | −6−0.8% | Reduced |
| Ronald Blue Trust, Inc. | 743 | $94.0K | 0.00% | −15−2.0% | Reduced |
| Global Retirement Partners, LLC | 625 | $87.2K | 0.00% | +545+681.3% | Added |
| Umb Bank N A | 550 | $73.6K | 0.00% | +488+787.1% | Added |
| Rosenberg Matthew Hamilton | 535 | $71.6K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $66.9K | 0.04% | +500 | New |
| Fortis Capital Advisors, LLC | 468 | $62.6K | 0.03% | −71−13.2% | Reduced |
| IFP Advisors, Inc | 851 | $60.0K | 0.00% | −353−29.3% | Reduced |
| SRS Capital Advisors, Inc. | 423 | $56.6K | 0.01% | +15+3.7% | Added |
| Hexagon Capital Partners LLC | 404 | $54.0K | 0.02% | −20−4.7% | Reduced |
| CWM, LLC | 365 | $49.0K | 0.00% | −18−4.7% | Reduced |
| Proequities, Inc. | 303 | $40.7K | 0.00% | +33+12.2% | Added |
| Fifth Third Bancorp | 289 | $38.7K | 0.00% | +161+125.8% | Added |
| Milestone Investment Advisors LLC | 284 | $38.0K | 0.01% | +284 | New |
| First Horizon Advisors, Inc. | 248 | $33.2K | 0.00% | +47+23.4% | Added |
| Heritage Wealth Advisors | 243 | $32.5K | 0.00% | +243 | New |
| Zions Bancorporation, N.A. | 238 | $31.8K | 0.00% | −1,563−86.8% | Reduced |
| South State Corp. | 221 | $29.6K | 0.00% | +221 | New |
| Column Capital Advisors, LLC | 206 | $27.6K | 0.00% | −127−38.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 176 | $23.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 175 | $23.4K | 0.00% | −122−41.1% | Reduced |
| JJJ Advisors Inc. | 173 | $22.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 159 | $21.3K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 146 | $18.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 134 | $17.9K | 0.00% | +134 | New |
| Lindbrook Capital, LLC | 128 | $17.1K | 0.00% | −13−9.2% | Reduced |
| TD Private Client Wealth LLC | 127 | $17.0K | 0.00% | −441−77.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 109 | $14.6K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 107 | $14.3K | 0.00% | −34−24.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 100 | $13.4K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 92 | $12.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 90 | $12.0K | 0.00% | +10+12.5% | Added |
| Bokf, NA | 90 | $12.0K | 0.00% | +90 | New |
| Engine Capital Management, LP | 78 | $10.0K | 0.00% | −24,971−99.7% | Reduced |
| Private Trust Co NA | 67 | $8.96K | 0.00% | −3−4.3% | Reduced |
| Quent Capital, LLC | 59 | $7.89K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $6.96K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 41 | $5.48K | 0.00% | −31−43.1% | Reduced |
| Raffa Wealth Management, LLC | 37 | $4.95K | 0.00% | +15+68.2% | Added |
| HHM Wealth Advisors, LLC | 37 | $4.95K | 0.00% | +37 | New |
| Syverson Strege & Co | 31 | $4.15K | 0.00% | +31 | New |
| Capital Advisors, Ltd. LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 27 | $3.61K | 0.00% | +1+3.8% | Added |
| Manchester Capital Management LLC | 26 | $3.48K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 26 | $3.48K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 24 | $3.31K | 0.00% | +24 | New |
| BOK Financial Private Wealth, Inc. | 21 | $2.81K | 0.00% | +21 | New |
| Guardian Wealth Management, Inc. | 20 | $2.67K | 0.00% | +20 | New |
| Oakworth Capital, Inc. | 18 | $2.41K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 17 | $2.27K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 16 | $2.14K | 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 |
| Assetmark, Inc | 14 | $1.87K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 14 | $1.87K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $1.60K | 0.00% | +9+300.0% | Added |
| Disciplined Investments, LLC | 9 | $1.20K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 8 | $1.07K | 0.00% | −4−33.3% | Reduced |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | −3,020−99.6% | Reduced |
| Ahrens Investment Partners LLC | 6 | $803 | 0.00% | +6 | New |
| Abound Wealth Management | 6 | $737 | 0.00% | −19−76.0% | Reduced |
| Bell Investment Advisors, Inc | 5 | $669 | 0.00% | +5 | New |
| 25 LLC | 4 | $564 | 0.00% | +4 | New |
| Baystate Wealth Management LLC | 2 | $273 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2 | $268 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $268 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 134 | $41 | 0.00% | +134 | New |
| M&G Investment Management Ltd | 432,191 | – | – | 00.0% | Unchanged |
| Carmignac Gestion | 0 | $0 | 0.00% | −476,210−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Broad Bay Capital Management, LP | 0 | $0 | 0.00% | −184,000−100.0% | Sold out |
| Border to Coast Pensions Partnership Ltd | 0 | $0 | 0.00% | −127,000−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −78,800−100.0% | Sold out |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −53,280−100.0% | Sold out |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −34,131−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −30,400−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −22,018−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −19,821−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −18,700−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −18,278−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −16,861−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −11,921−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −11,895−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −11,860−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −7,767−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −5,716−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,015−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −4,762−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −4,639−100.0% | Sold out |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −4,605−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,886−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −2,678−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −2,753−100.0% | Sold out |