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 |
|---|---|---|---|---|---|
| Lighthouse Investment Partners, LLC | 23,750 | $3.74M | 0.28% | −122,344−83.7% | Reduced |
| Cumberland Partners Ltd | 24,115 | $3.80M | 0.35% | +55+0.2% | Added |
| LPL Financial LLC | 24,540 | $3.86M | 0.00% | +3,581+17.1% | Added |
| Mount Yale Investment Advisors, LLC | 26,381 | $4.15M | 0.44% | +2,476+10.4% | Added |
| Squarepoint Ops LLC | 26,481 | $4.17M | 0.02% | −114,183−81.2% | Reduced |
| SYSTM Wealth Solutions LLC | 28,387 | $4.47M | 0.60% | −3,211−10.2% | Reduced |
| Nordwand Advisors, LLC | 29,196 | $4.59M | 0.79% | −604−2.0% | Reduced |
| Gilder Gagnon Howe & Co LLC | 29,694 | $4.67M | 0.06% | −40.0% | Reduced |
| Armor Advisors, L.L.C. | 30,644 | $4.82M | 4.70% | −55,000−64.2% | Reduced |
| Genus Capital Management Inc. | 31,075 | $4.89M | 0.72% | +31,075 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 31,369 | $4.94M | 0.01% | +173+0.6% | Added |
| Guggenheim Capital LLC | 31,597 | $4.97M | 0.04% | +1,355+4.5% | Added |
| Ostrum Asset Management | 31,992 | $5.04M | 0.42% | +231+0.7% | Added |
| M&T Bank Corp | 32,166 | $5.06M | 0.02% | +5,035+18.6% | Added |
| Van Eck Associates Corp | 32,315 | $5.08M | 0.01% | +3,419+11.8% | Added |
| HSBC Holdings PLC | 32,489 | $5.13M | 0.01% | +12,682+64.0% | Added |
| Polar Asset Management Partners Inc. | 32,600 | $5.13M | 0.10% | +32,600 | New |
| Advisor Group Holdings, Inc. | 33,213 | $5.23M | 0.01% | +4,179+14.4% | Added |
| HighTower Advisors, LLC | 33,321 | $5.24M | 0.01% | +15,456+86.5% | Added |
| Canal Capital Management, LLC | 33,452 | $5.26M | 1.06% | +397+1.2% | Added |
| Handelsbanken Fonder AB | 33,700 | $5.30M | 0.03% | +33,700 | New |
| Trexquant Investment LP | 33,723 | $5.30M | 0.14% | +33,723 | New |
| Oliver Luxxe Assets LLC | 33,972 | $5.34M | 1.33% | −356−1.0% | Reduced |
| RNC Capital Management LLC | 34,147 | $5.37M | 0.30% | +4,242+14.2% | Added |
| PDT Partners, LLC | 34,246 | $5.39M | 0.74% | +10.0% | Added |
| Atika Capital Management LLC | 36,000 | $5.66M | 0.71% | −3,000−7.7% | Reduced |
| Omers Administration Corp | 36,054 | $5.67M | 0.09% | +15,402+74.6% | Added |
| FDx Advisors, Inc. | 36,951 | $5.81M | 0.32% | +19,542+112.3% | Added |
| Tredje AP-fonden | 37,039 | $5.83M | 0.08% | −7,022−15.9% | Reduced |
| Victory Capital Management Inc | 37,748 | $5.94M | 0.01% | +8,087+27.3% | Added |
| UBS Group AG | 37,998 | $5.98M | 0.00% | +16,001+72.7% | Added |
| Zimmer Partners, LP | 38,700 | $6.09M | 0.15% | +38,700 | New |
| Citadel Advisors LLC | 40,289 | $6.34M | 0.01% | −431,135−91.5% | Reduced |
| First Republic Investment Management, Inc. | 41,604 | $6.54M | 0.03% | +1,731+4.3% | Added |
| Oregon Public Employees Retirement Fund | 42,105 | $6.62M | 0.08% | +23,900+131.3% | Added |
| Tabor Asset Management, LP | 42,349 | $6.66M | 3.65% | −33,047−43.8% | Reduced |
| Aigen Investment Management, LP | 42,501 | $6.69M | 0.99% | −12,731−23.1% | Reduced |
| SG Americas Securities, LLC | 42,535 | $6.69M | 0.06% | +18,083+74.0% | Added |
| Coronation Fund Managers Ltd. | 43,525 | $6.85M | 0.18% | −7,824−15.2% | Reduced |
| Swiss Life Asset Management Ltd | 44,090 | $6.94M | 0.10% | −25,219−36.4% | Reduced |
| Bank of Montreal | 44,427 | $6.99M | 0.00% | +14,144+46.7% | Added |
| Duff & Phelps Investment Management Co | 45,000 | $7.08M | 0.09% | +45,000 | New |
| Silvant Capital Management LLC | 44,998 | $7.11M | 0.40% | 00.0% | Unchanged |
| Advisory Research Inc | 45,894 | $7.22M | 0.93% | −3,118−6.4% | Reduced |
| United Services Automobile Association | 46,855 | $7.38M | 0.21% | 00.0% | Unchanged |
| Davenport & Co LLC | 47,203 | $7.43M | 0.06% | +838+1.8% | Added |
| Trillium Asset Management, LLC | 48,405 | $7.63M | 0.21% | −17,178−26.2% | Reduced |
| Silvercrest Asset Management Group LLC | 48,590 | $7.64M | 0.05% | +11,825+32.2% | Added |
| Socorro Asset Management LP | 48,845 | $7.68M | 3.25% | +48,845 | New |
| Nomura Asset Management Co Ltd | 49,438 | $7.78M | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 50,190 | $7.91M | 1.68% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 52,910 | $8.32M | 0.12% | +45,836+648.0% | Added |
| Arizona State Retirement System | 56,003 | $8.81M | 0.07% | −4,407−7.3% | Reduced |
| Walleye Capital LLC | 56,713 | $8.92M | 0.16% | −94,282−62.4% | Reduced |
| Cna Financial Corp | 60,000 | $9.44M | 5.67% | +60,000 | New |
| Loews Corp | 60,000 | $9.44M | 0.10% | +60,000 | New |
| Hook Mill Capital Partners, LP | 60,822 | $9.57M | 5.70% | −16,430−21.3% | Reduced |
| Massachusetts Financial Services Co | 63,396 | $9.97M | 0.00% | −132−0.2% | Reduced |
| Clear Sky Advisers, LLC | 64,000 | $10.1M | 3.22% | +23,900+59.6% | Added |
| Norwood Investment Partners, LP | 66,700 | $10.5M | 7.96% | −21,800−24.6% | Reduced |
| CI Private Wealth, LLC | 66,786 | $10.5M | 0.02% | +64,164+2,447.1% | Added |
| United Capital Financial Advisers, LLC | 68,337 | $10.8M | 0.06% | +142+0.2% | Added |
| SEI Investments Co | 69,181 | $10.9M | 0.02% | +23,647+51.9% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 72,500 | $11.4M | 0.95% | +32,500+81.3% | Added |
| Korea Investment CORP | 74,183 | $11.7M | 0.03% | +11,315+18.0% | Added |
| Kepos Capital LP | 75,000 | $11.8M | 2.16% | +75,000 | New |
| Clearfield Capital Management LP | 75,100 | $11.8M | 10.65% | −42,400−36.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 77,900 | $12.3M | 0.05% | +28,900+59.0% | Added |
| Clio Asset Management LLC | 78,767 | $12.4M | 11.47% | +78,767 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 80,503 | $12.7M | 0.03% | +3,011+3.9% | Added |
| Kornitzer Capital Management Inc | 81,000 | $12.7M | 0.25% | +65,000+406.3% | Added |
| Asset Management One Co.,Ltd. | 85,812 | $13.5M | 0.06% | +3,353+4.1% | Added |
| C WorldWide Group Holding A/S | 87,605 | $13.8M | 0.18% | −6,668−7.1% | Reduced |
| 2Xideas AG | 88,788 | $14.0M | 1.34% | +4,396+5.2% | Added |
| Treasurer of the State of North Carolina | 92,675 | $14.6M | 0.08% | +92,675 | New |
| Neuberger Berman Group LLC | 93,042 | $14.6M | 0.01% | +13,374+16.8% | Added |
| Stifel Financial Corp | 93,528 | $14.7M | 0.02% | +32,894+54.3% | Added |
| Jane Street Group, LLC | 93,881 | $14.8M | 0.02% | −84,744−47.4% | Reduced |
| Virginia Retirement Systems Et Al | 95,000 | $14.9M | 0.14% | +95,000 | New |
| Forsta Ap-Fonden | 95,700 | $15.1M | 0.16% | +47,700+99.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 96,640 | $15.2M | 0.07% | +17,601+22.3% | Added |
| Border to Coast Pensions Partnership Ltd | 96,650 | $15.2M | 0.38% | +96,650 | New |
| Achmea Investment Management B.V. | 99,725 | $15.7M | 0.33% | +47,540+91.1% | Added |
| Thrivent Financial for Lutherans | 101,999 | $16.0M | 0.04% | +101,999 | New |
| Janney Montgomery Scott LLC | 102,782 | $16.2M | 0.06% | +11,756+12.9% | Added |
| Man Group plc | 103,479 | $16.3M | 0.05% | – | – |
| AQR Capital Management LLC | 105,493 | $16.6M | 0.04% | +19,190+22.2% | Added |
| State of Wisconsin Investment Board | 106,863 | $16.8M | 0.05% | −3,285−3.0% | Reduced |
| Polar Capital Holdings Plc | 109,652 | $17.2M | 0.12% | −51,543−32.0% | Reduced |
| Russell Investments Group, Ltd. | 110,121 | $17.3M | 0.03% | −82,318−42.8% | Reduced |
| Park West Asset Management LLC | 110,000 | $17.3M | 1.51% | −15,000−12.0% | Reduced |
| Swedbank AB | 119,005 | $18.7M | 0.03% | +160.0% | Added |
| Voya Investment Management LLC | 119,800 | $18.8M | 0.02% | +37,131+44.9% | Added |
| Point72 Asset Management, L.P. | 120,328 | $18.9M | 0.07% | −145,772−54.8% | Reduced |
| State of New Jersey Common Pension Fund D | 120,920 | $19.0M | 0.06% | −2,279−1.8% | Reduced |
| Storebrand Asset Management AS | 125,495 | $19.7M | 0.09% | +12,659+11.2% | Added |
| KBC Group NV | 126,860 | $20.0M | 0.08% | +49,124+63.2% | Added |
| Ensign Peak Advisors, Inc | 129,275 | $20.3M | 0.04% | +15,490+13.6% | Added |
| ThornTree Capital Partners LP | 129,910 | $20.4M | 4.86% | +129,910 | New |
| Rivermont Capital Management LP | 133,250 | $21.0M | 9.66% | +13,353+11.1% | Added |