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, Q2 2023
Institutional positions in Ferguson Enterprises Inc. as of Jun 30, 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
- 519
- +52 vs. Q1 2023
- Shares held
- 164.3M
- +8.46M (+5.4%) vs. Q1 2023
- Total value
- $25.7B
- +$5.04B (+24.4%) vs. Q1 2023
- New holders
- 112
- 191 more added
- Sold out
- 60
- 159 more reduced
5 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Ferguson Enterprises Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 2 | $315 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2 | $321 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 4 | $649 | 0.00% | 00.0% | Unchanged |
| Motco | 5 | $787 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 6 | $944 | 0.00% | +4+200.0% | Added |
| Gradient Investments LLC | 6 | $944 | 0.00% | +6 | New |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Avion Wealth | 10 | $1.00K | 0.00% | +10 | New |
| Abound Wealth Management | 8 | $1.19K | 0.00% | +2+33.3% | Added |
| McIlrath & Eck, LLC | 8 | $1.26K | 0.00% | +8 | New |
| Credential Qtrade Securities Inc. | 8 | $1.26K | 0.00% | +8 | New |
| Disciplined Investments, LLC | 9 | $1.42K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 9 | $1.42K | 0.00% | +1+12.5% | Added |
| Parkside Financial Bank & Trust | 9 | $1.42K | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 11 | $1.73K | 0.00% | +11 | New |
| Versant Capital Management, Inc | 12 | $1.89K | 0.00% | +12 | New |
| Assetmark, Inc | 14 | $2.20K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 14 | $2.20K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 15 | $2.36K | 0.00% | −160−91.4% | Reduced |
| AdvisorNet Financial, Inc | 15 | $2.36K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 16 | $2.52K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 18 | $2.83K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 19 | $2.99K | 0.00% | +19 | New |
| Quarry LP | 23 | $3.62K | 0.00% | +23 | New |
| Massmutual Trust Co FSB | 24 | $3.77K | 0.00% | −3−11.1% | Reduced |
| Capital Advisors, Ltd. LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 25 | $4.00K | 0.00% | +25 | New |
| Allworth Financial LP | 26 | $4.09K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 27 | $4.25K | 0.00% | +27 | New |
| Key Financial Inc | 29 | $4.56K | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 30 | $4.72K | 0.00% | −7−18.9% | Reduced |
| Carolinas Wealth Consulting LLC | 30 | $4.72K | 0.00% | +30 | New |
| VisionPoint Advisory Group, LLC | 31 | $4.88K | 0.00% | +31 | New |
| JFS Wealth Advisors, LLC | 33 | $5.19K | 0.00% | −19−36.5% | Reduced |
| HHM Wealth Advisors, LLC | 37 | $5.82K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 37 | $6.00K | 0.00% | +37 | New |
| Eagle Bay Advisors LLC | 41 | $6.45K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 49 | $7.71K | 0.00% | −85−63.4% | Reduced |
| Quent Capital, LLC | 59 | $9.28K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 62 | $9.75K | 0.00% | +57+1,140.0% | Added |
| Engine Capital Management, LP | 63 | $10.0K | 0.00% | −15−19.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 66 | $10.0K | 0.00% | +66 | New |
| Private Trust Co NA | 79 | $12.4K | 0.00% | +12+17.9% | Added |
| GWM Advisors LLC | 87 | $13.7K | 0.00% | +87 | New |
| Bokf, NA | 90 | $14.2K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $15.7K | 0.01% | +100 | New |
| MV Capital Management, Inc. | 108 | $17.0K | 0.00% | +108 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 109 | $17.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 146 | $18.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 123 | $19.3K | 0.00% | −4−3.1% | Reduced |
| Lindbrook Capital, LLC | 128 | $20.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 162 | $21.0K | 0.00% | −581−78.2% | Reduced |
| CVA Family Office, LLC | 159 | $25.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 163 | $25.7K | 0.01% | −10−5.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 176 | $27.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 180 | $28.3K | 0.00% | −58−24.4% | Reduced |
| Heritage Wealth Advisors | 188 | $29.6K | 0.00% | −55−22.6% | Reduced |
| Exchange Traded Concepts, LLC | 204 | $32.1K | 0.00% | +97+90.7% | Added |
| Column Capital Advisors, LLC | 206 | $32.4K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 221 | $34.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 270 | $42.5K | 0.00% | −5,307−95.2% | Reduced |
| Park Place Capital Corp | 287 | $45.1K | 0.01% | +287 | New |
| Proequities, Inc. | 288 | $45.5K | 0.00% | −15−5.0% | Reduced |
| CWM, LLC | 308 | $48.0K | 0.00% | −57−15.6% | Reduced |
| First Horizon Advisors, Inc. | 311 | $48.9K | 0.00% | +63+25.4% | Added |
| Whittier Trust Co | 318 | $50.0K | 0.00% | −1,876−85.5% | Reduced |
| Fifth Third Bancorp | 330 | $51.9K | 0.00% | +41+14.2% | Added |
| Huntington National Bank | 332 | $52.2K | 0.00% | +332 | New |
| IFP Advisors, Inc | 760 | $53.6K | 0.00% | −91−10.7% | Reduced |
| SRS Capital Advisors, Inc. | 448 | $70.4K | 0.01% | +25+5.9% | Added |
| Hexagon Capital Partners LLC | 458 | $72.0K | 0.02% | +54+13.4% | Added |
| Alta Advisers Ltd | 500 | $78.7K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 535 | $84.2K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 550 | $86.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 574 | $90.0K | 0.00% | +574 | New |
| Global Retirement Partners, LLC | 625 | $98.4K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 768 | $120.8K | 0.00% | −126−14.1% | Reduced |
| Baldwin Brothers Inc | 798 | $125.5K | 0.01% | +9+1.1% | Added |
| Counterpoint Mutual Funds LLC | 812 | $127.7K | 0.12% | +812 | New |
| Financial Management Professionals, Inc. | 1,094 | $172.0K | 0.03% | +1,094 | New |
| Aspire Private Capital, LLC | 1,095 | $172.3K | 0.05% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,324 | $208.3K | 0.00% | +1,324 | New |
| Curran Financial Partners, LLC | 1,347 | $211.9K | 0.09% | +1,347 | New |
| Archer Investment Corp | 1,351 | $212.5K | 0.08% | +1,351 | New |
| Perigon Wealth Management, LLC | 1,364 | $214.6K | 0.01% | +1,364 | New |
| Park National Corp | 1,366 | $214.9K | 0.01% | +1,366 | New |
| EverSource Wealth Advisors, LLC | 1,372 | $215.8K | 0.02% | +249+22.2% | Added |
| DGS Capital Management, LLC | 1,419 | $223.2K | 0.11% | −117−7.6% | Reduced |
| Wintrust Investments LLC | 1,430 | $225.0K | 0.02% | +1,430 | New |
| Verdence Capital Advisors LLC | 1,434 | $225.6K | 0.03% | +1,434 | New |
| WSFS Capital Management, LLC | 1,452 | $228.4K | 0.02% | −74−4.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,496 | $235.0K | 0.00% | +1,496 | New |
| Chico Wealth RIA | 1,499 | $235.8K | 0.28% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 1,503 | $236.4K | 0.00% | +1,503 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,562 | $245.7K | 0.04% | +52+3.4% | Added |
| Fukoku Mutual Life Insurance Co | 1,563 | $245.9K | 0.02% | −436−21.8% | Reduced |
| Quadrant Capital Group LLC | 1,596 | $251.1K | 0.02% | −75−4.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,622 | $255.2K | 0.00% | −279−14.7% | Reduced |
| Fox Run Management, L.L.C. | 1,628 | $256.1K | 0.07% | +1,628 | New |