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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 1,657 | $260.7K | 0.05% | −7,777−82.4% | Reduced |
| Capula Management Ltd | 1,660 | $261.1K | 0.03% | +1,660 | New |
| V-Square Quantitative Management LLC | 1,690 | $265.9K | 0.19% | +1,690 | New |
| Astoria Portfolio Advisors LLC. | 1,654 | $268.0K | 0.10% | +1,654 | New |
| Legacy Advisors, LLC | 1,702 | $268.5K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 1,728 | $271.8K | 0.08% | −494−22.2% | Reduced |
| Parallel Advisors, LLC | 1,745 | $274.5K | 0.01% | +220+14.4% | Added |
| Scott Capital Advisors, LLC | 1,764 | $277.5K | 0.12% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,770 | $278.4K | 0.18% | −28−1.6% | Reduced |
| Regions Financial Corp | 1,783 | $280.5K | 0.00% | +1,783 | New |
| SPC Financial, Inc. | 1,785 | $280.8K | 0.03% | +1,785 | New |
| Colonial Trust Co | 1,807 | $282.1K | 0.07% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 1,796 | $282.6K | 0.00% | +1,796 | New |
| Cigna Investments Inc | 1,818 | $286.0K | 0.05% | +1,818 | New |
| BSW Wealth Partners | 1,824 | $287.0K | 0.06% | −68−3.6% | Reduced |
| Saranac Partners Ltd | 2,943 | $287.8K | 0.15% | −522−15.1% | Reduced |
| Financial Advocates Investment Management | 1,875 | $295.0K | 0.02% | +319+20.5% | Added |
| Capstone Investment Advisors, LLC | 1,881 | $295.9K | 0.01% | +1,881 | New |
| Signaturefd, LLC | 1,895 | $298.1K | 0.01% | −88−4.4% | Reduced |
| Coldstream Capital Management Inc | 1,904 | $299.5K | 0.01% | +321+20.3% | Added |
| Sequoia Financial Advisors, LLC | 1,912 | $300.8K | 0.01% | −185−8.8% | Reduced |
| Freestone Capital Holdings, LLC | 1,914 | $301.1K | 0.01% | −9−0.5% | Reduced |
| American International Group, Inc. | 1,947 | $306.3K | 0.00% | +1,947 | New |
| Integrated Wealth Concepts LLC | 1,956 | $307.7K | 0.01% | +1,956 | New |
| Peachtree Investment Partners, LLC | 2,000 | $314.6K | 0.14% | +2,000 | New |
| Knights of Columbus Asset Advisors LLC | 2,015 | $317.0K | 0.03% | −48−2.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,022 | $318.1K | 0.00% | +881+77.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 2,045 | $321.7K | 0.07% | +410+25.1% | Added |
| American Trust | 2,086 | $328.1K | 0.02% | +427+25.7% | Added |
| Summit Trail Advisors, LLC | 2,093 | $329.3K | 0.01% | +53+2.6% | Added |
| Franklin Street Advisors Inc | 2,125 | $334.0K | 0.03% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,293 | $360.7K | 0.02% | −103−4.3% | Reduced |
| Auxier Asset Management | 2,300 | $361.8K | 0.06% | +2,300 | New |
| Dynamic Technology Lab Private Ltd | 2,317 | $364.0K | 0.05% | −10,993−82.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,318 | $364.7K | 0.16% | +517+28.7% | Added |
| Cetera Investment Advisers | 2,342 | $368.4K | 0.00% | +201+9.4% | Added |
| Federated Hermes, Inc. | 2,388 | $375.7K | 0.00% | +2,388 | New |
| Gladius Capital Management LP | 2,396 | $376.9K | 0.19% | +2,396 | New |
| Vident Investment Advisory, LLC | 2,520 | $393.3K | 0.01% | +958+61.3% | Added |
| Avestar Capital, LLC | 2,522 | $396.7K | 0.07% | −200−7.3% | Reduced |
| KB Financial Partners, LLC | 2,548 | $401.0K | 0.11% | +62+2.5% | Added |
| Advisor OS, LLC | 2,580 | $405.9K | 0.07% | +982+61.5% | Added |
| Raymond James Trust N.A. | 2,616 | $412.0K | 0.01% | +905+52.9% | Added |
| Resurgent Financial Advisors LLC | 2,621 | $412.3K | 0.27% | +2,621 | New |
| SkyView Investment Advisors, LLC | 2,670 | $420.0K | 0.10% | +100+3.9% | Added |
| Inspire Advisors, LLC | 2,695 | $424.0K | 0.08% | +540+25.1% | Added |
| Regency Capital Management Inc. | 2,761 | $434.3K | 0.38% | +2,761 | New |
| Oppenheimer & Co Inc | 2,765 | $435.0K | 0.01% | +2,765 | New |
| Beacon Harbor Wealth Advisors, Inc. | 2,824 | $444.0K | 0.15% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 2,850 | $448.4K | 0.02% | +156+5.8% | Added |
| Vestmark Advisory Solutions, Inc. | 2,864 | $450.5K | 0.02% | +52+1.8% | Added |
| Advisors Asset Management, Inc. | 2,890 | $454.6K | 0.01% | −111−3.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,901 | $455.8K | 0.01% | −588−16.9% | Reduced |
| Cetera Advisors LLC | 3,029 | $476.5K | 0.01% | −65−2.1% | Reduced |
| Mather Group, LLC. | 3,050 | $479.8K | 0.01% | +390+14.7% | Added |
| Blueprint Investment Partners LLC | 3,051 | $480.0K | 0.17% | +1,520+99.3% | Added |
| Susquehanna International Securities, Ltd. | 3,076 | $483.9K | 0.45% | +3,076 | New |
| Manufacturers Life Insurance Company, The | 3,139 | $488.1K | 0.00% | −542−14.7% | Reduced |
| Driehaus Capital Management LLC | 3,118 | $490.5K | 0.01% | +3,118 | New |
| Wetherby Asset Management Inc | 3,211 | $505.1K | 0.03% | −341−9.6% | Reduced |
| William Blair Investment Management, LLC | 3,222 | $507.7K | 0.00% | −31,974−90.8% | Reduced |
| Ancora Advisors, LLC | 3,230 | $508.1K | 0.01% | +3,230 | New |
| Panagora Asset Management Inc | 3,248 | $510.9K | 0.00% | +3,248 | New |
| Mission Wealth Management, LP | 3,260 | $512.9K | 0.02% | −35−1.1% | Reduced |
| Checchi Capital Advisers, LLC | 3,286 | $516.9K | 0.05% | +156+5.0% | Added |
| Resources Investment Advisors, LLC. | 3,290 | $517.5K | 0.01% | +57+1.8% | Added |
| iA Global Asset Management Inc. | 3,301 | $519.0K | 0.01% | +3,301 | New |
| RVW Wealth, LLC | 3,365 | $529.3K | 0.06% | 00.0% | Unchanged |
| Balentine LLC | 3,581 | $563.3K | 0.02% | +138+4.0% | Added |
| Dakota Wealth Management | 3,636 | $572.0K | 0.03% | +733+25.2% | Added |
| David Loasby | 3,789 | $574.0K | 0.06% | +351+10.2% | Added |
| First Trust Advisors LP | 3,698 | $581.7K | 0.00% | +315+9.3% | Added |
| Commonwealth Equity Services, LLC | 3,799 | $598.0K | 0.00% | +1,016+36.5% | Added |
| Vise Technologies, Inc. | 3,832 | $602.8K | 0.15% | +875+29.6% | Added |
| Greenleaf Trust | 3,869 | $608.6K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,893 | $612.4K | 0.04% | +37+1.0% | Added |
| Creative Planning | 3,939 | $619.6K | 0.00% | +967+32.5% | Added |
| Mackenzie Financial Corp | 3,961 | $622.8K | 0.00% | −5,251−57.0% | Reduced |
| National Asset Management, Inc. | 4,022 | $635.4K | 0.01% | +28+0.7% | Added |
| Pathstone Family Office, LLC | 4,152 | $653.2K | 0.01% | +1,243+42.7% | Added |
| Michael B. Yongue | 4,158 | $654.1K | 0.61% | −155−3.6% | Reduced |
| Riverwater Partners LLC | 4,347 | $683.8K | 0.61% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,380 | $689.2K | 0.05% | +2,178+98.9% | Added |
| CIBC Asset Management Inc | 4,414 | $694.4K | 0.00% | −9,553−68.4% | Reduced |
| Covenant Partners, LLC | 4,418 | $695.0K | 0.25% | +623+16.4% | Added |
| Roundview Capital LLC | 4,453 | $700.5K | 0.07% | +4,453 | New |
| Legacy Wealth Asset Management, LLC | 4,488 | $706.0K | 0.25% | +35+0.8% | Added |
| Macquarie Group Ltd | 4,510 | $709.5K | 0.00% | −951−17.4% | Reduced |
| MetLife Investment Management | 4,552 | $716.1K | 0.01% | +4,552 | New |
| Fund Management at Engine No. 1 LLC | 4,916 | $720.4K | 0.13% | +2,669+118.8% | Added |
| Carl P. Sherr & Co., LLC | 4,636 | $729.3K | 0.48% | +4,636 | New |
| Lee Financial Co | 4,757 | $748.7K | 0.13% | +4,757 | New |
| Spire Wealth Management | 4,869 | $765.9K | 0.03% | −35−0.7% | Reduced |
| State of Michigan Retirement System | 4,900 | $770.8K | 0.00% | −1,500−23.4% | Reduced |
| Ossiam | 4,927 | $775.1K | 0.01% | −7,660−60.9% | Reduced |
| Personal Cfo Solutions, LLC | 5,021 | $789.8K | 0.16% | +5,021 | New |
| Weil Company, Inc. | 5,023 | $790.2K | 0.35% | +2,607+107.9% | Added |
| Cetera Advisor Networks LLC | 5,040 | $792.8K | 0.01% | +1,099+27.9% | Added |
| Railway Pension Investments Ltd | 5,100 | $802.3K | 0.01% | +5,100 | New |
| Bank of Nova Scotia | 5,343 | $840.5K | 0.00% | −37−0.7% | Reduced |