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 |
|---|---|---|---|---|---|
| Partners in Financial Planning | 6,760 | $1.06M | 0.27% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 6,729 | $1.06M | 0.11% | +6,729 | New |
| Cary Street Partner Investment Advisory LLC | 6,522 | $1.03M | 0.07% | +6,422+6,422.0% | Added |
| Buckley Wealth Management, LLC | 6,363 | $1.00M | 0.34% | +1,249+24.4% | Added |
| CIBC Private Wealth Group, LLC | 6,319 | $994.0K | 0.00% | +486+8.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 6,290 | $989.5K | 0.03% | +6,290 | New |
| Applied Capital LLC | 6,149 | $967.3K | 0.92% | +6,149 | New |
| D.A. Davidson & Co. | 6,122 | $963.1K | 0.01% | +2,499+69.0% | Added |
| Desjardins Global Asset Management Inc. | 6,122 | $963.1K | 0.11% | +40+0.7% | Added |
| Vinva Investment Management Ltd | 6,128 | $956.8K | 0.08% | −1,028−14.4% | Reduced |
| Ethic Inc. | 6,005 | $944.7K | 0.04% | +301+5.3% | Added |
| Verition Fund Management LLC | 5,946 | $935.4K | 0.01% | −36,309−85.9% | Reduced |
| Pearl River Capital, LLC | 5,835 | $917.9K | 0.15% | −11,974−67.2% | Reduced |
| Cannon Global Investment Management, LLC | 5,700 | $896.7K | 4.66% | +5,700 | New |
| Yousif Capital Management, LLC | 5,503 | $865.7K | 0.01% | +1,897+52.6% | Added |
| Empowered Funds, LLC | 5,445 | $856.6K | 0.03% | +1,412+35.0% | Added |
| EA Series Trust | 5,445 | $856.6K | 0.03% | +5,445 | New |
| Meiji Yasuda Asset Management Co Ltd. | 5,430 | $854.0K | 0.04% | −290−5.1% | Reduced |
| Bank of Nova Scotia | 5,343 | $840.5K | 0.00% | −37−0.7% | Reduced |
| Railway Pension Investments Ltd | 5,100 | $802.3K | 0.01% | +5,100 | New |
| Cetera Advisor Networks LLC | 5,040 | $792.8K | 0.01% | +1,099+27.9% | Added |
| Weil Company, Inc. | 5,023 | $790.2K | 0.35% | +2,607+107.9% | Added |
| Personal Cfo Solutions, LLC | 5,021 | $789.8K | 0.16% | +5,021 | New |
| Ossiam | 4,927 | $775.1K | 0.01% | −7,660−60.9% | Reduced |
| State of Michigan Retirement System | 4,900 | $770.8K | 0.00% | −1,500−23.4% | Reduced |
| Spire Wealth Management | 4,869 | $765.9K | 0.03% | −35−0.7% | Reduced |
| Lee Financial Co | 4,757 | $748.7K | 0.13% | +4,757 | New |
| Carl P. Sherr & Co., LLC | 4,636 | $729.3K | 0.48% | +4,636 | New |
| Fund Management at Engine No. 1 LLC | 4,916 | $720.4K | 0.13% | +2,669+118.8% | Added |
| MetLife Investment Management | 4,552 | $716.1K | 0.01% | +4,552 | New |
| Macquarie Group Ltd | 4,510 | $709.5K | 0.00% | −951−17.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,488 | $706.0K | 0.25% | +35+0.8% | Added |
| Roundview Capital LLC | 4,453 | $700.5K | 0.07% | +4,453 | New |
| Covenant Partners, LLC | 4,418 | $695.0K | 0.25% | +623+16.4% | Added |
| CIBC Asset Management Inc | 4,414 | $694.4K | 0.00% | −9,553−68.4% | Reduced |
| Clarius Group, LLC | 4,380 | $689.2K | 0.05% | +2,178+98.9% | Added |
| Riverwater Partners LLC | 4,347 | $683.8K | 0.61% | 00.0% | Unchanged |
| Michael B. Yongue | 4,158 | $654.1K | 0.61% | −155−3.6% | Reduced |
| Pathstone Family Office, LLC | 4,152 | $653.2K | 0.01% | +1,243+42.7% | Added |
| National Asset Management, Inc. | 4,022 | $635.4K | 0.01% | +28+0.7% | Added |
| Mackenzie Financial Corp | 3,961 | $622.8K | 0.00% | −5,251−57.0% | Reduced |
| Creative Planning | 3,939 | $619.6K | 0.00% | +967+32.5% | Added |
| Tokio Marine Asset Management Co Ltd | 3,893 | $612.4K | 0.04% | +37+1.0% | Added |
| Greenleaf Trust | 3,869 | $608.6K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,832 | $602.8K | 0.15% | +875+29.6% | Added |
| Commonwealth Equity Services, LLC | 3,799 | $598.0K | 0.00% | +1,016+36.5% | Added |
| First Trust Advisors LP | 3,698 | $581.7K | 0.00% | +315+9.3% | Added |
| David Loasby | 3,789 | $574.0K | 0.06% | +351+10.2% | Added |
| Dakota Wealth Management | 3,636 | $572.0K | 0.03% | +733+25.2% | Added |
| Balentine LLC | 3,581 | $563.3K | 0.02% | +138+4.0% | Added |
| RVW Wealth, LLC | 3,365 | $529.3K | 0.06% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 3,301 | $519.0K | 0.01% | +3,301 | New |
| Resources Investment Advisors, LLC. | 3,290 | $517.5K | 0.01% | +57+1.8% | Added |
| Checchi Capital Advisers, LLC | 3,286 | $516.9K | 0.05% | +156+5.0% | Added |
| Mission Wealth Management, LP | 3,260 | $512.9K | 0.02% | −35−1.1% | Reduced |
| Panagora Asset Management Inc | 3,248 | $510.9K | 0.00% | +3,248 | New |
| Ancora Advisors, LLC | 3,230 | $508.1K | 0.01% | +3,230 | New |
| William Blair Investment Management, LLC | 3,222 | $507.7K | 0.00% | −31,974−90.8% | Reduced |
| Wetherby Asset Management Inc | 3,211 | $505.1K | 0.03% | −341−9.6% | Reduced |
| Driehaus Capital Management LLC | 3,118 | $490.5K | 0.01% | +3,118 | New |
| Manufacturers Life Insurance Company, The | 3,139 | $488.1K | 0.00% | −542−14.7% | Reduced |
| Susquehanna International Securities, Ltd. | 3,076 | $483.9K | 0.45% | +3,076 | New |
| Blueprint Investment Partners LLC | 3,051 | $480.0K | 0.17% | +1,520+99.3% | Added |
| Mather Group, LLC. | 3,050 | $479.8K | 0.01% | +390+14.7% | Added |
| Cetera Advisors LLC | 3,029 | $476.5K | 0.01% | −65−2.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,901 | $455.8K | 0.01% | −588−16.9% | Reduced |
| Advisors Asset Management, Inc. | 2,890 | $454.6K | 0.01% | −111−3.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,864 | $450.5K | 0.02% | +52+1.8% | Added |
| Advisor Partners II, LLC | 2,850 | $448.4K | 0.02% | +156+5.8% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 2,824 | $444.0K | 0.15% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 2,765 | $435.0K | 0.01% | +2,765 | New |
| Regency Capital Management Inc. | 2,761 | $434.3K | 0.38% | +2,761 | New |
| Inspire Advisors, LLC | 2,695 | $424.0K | 0.08% | +540+25.1% | Added |
| SkyView Investment Advisors, LLC | 2,670 | $420.0K | 0.10% | +100+3.9% | Added |
| Resurgent Financial Advisors LLC | 2,621 | $412.3K | 0.27% | +2,621 | New |
| Raymond James Trust N.A. | 2,616 | $412.0K | 0.01% | +905+52.9% | Added |
| Advisor OS, LLC | 2,580 | $405.9K | 0.07% | +982+61.5% | Added |
| KB Financial Partners, LLC | 2,548 | $401.0K | 0.11% | +62+2.5% | Added |
| Avestar Capital, LLC | 2,522 | $396.7K | 0.07% | −200−7.3% | Reduced |
| Vident Investment Advisory, LLC | 2,520 | $393.3K | 0.01% | +958+61.3% | Added |
| Gladius Capital Management LP | 2,396 | $376.9K | 0.19% | +2,396 | New |
| Federated Hermes, Inc. | 2,388 | $375.7K | 0.00% | +2,388 | New |
| Cetera Investment Advisers | 2,342 | $368.4K | 0.00% | +201+9.4% | Added |
| Argonautica Private Wealth Management, Inc | 2,318 | $364.7K | 0.16% | +517+28.7% | Added |
| Dynamic Technology Lab Private Ltd | 2,317 | $364.0K | 0.05% | −10,993−82.6% | Reduced |
| Auxier Asset Management | 2,300 | $361.8K | 0.06% | +2,300 | New |
| Ritholtz Wealth Management | 2,293 | $360.7K | 0.02% | −103−4.3% | Reduced |
| Franklin Street Advisors Inc | 2,125 | $334.0K | 0.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,093 | $329.3K | 0.01% | +53+2.6% | Added |
| American Trust | 2,086 | $328.1K | 0.02% | +427+25.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 2,045 | $321.7K | 0.07% | +410+25.1% | Added |
| Northwestern Mutual Wealth Management Co | 2,022 | $318.1K | 0.00% | +881+77.2% | Added |
| Knights of Columbus Asset Advisors LLC | 2,015 | $317.0K | 0.03% | −48−2.3% | Reduced |
| Peachtree Investment Partners, LLC | 2,000 | $314.6K | 0.14% | +2,000 | New |
| Integrated Wealth Concepts LLC | 1,956 | $307.7K | 0.01% | +1,956 | New |
| American International Group, Inc. | 1,947 | $306.3K | 0.00% | +1,947 | New |
| Freestone Capital Holdings, LLC | 1,914 | $301.1K | 0.01% | −9−0.5% | Reduced |
| Sequoia Financial Advisors, LLC | 1,912 | $300.8K | 0.01% | −185−8.8% | Reduced |
| Coldstream Capital Management Inc | 1,904 | $299.5K | 0.01% | +321+20.3% | Added |
| Signaturefd, LLC | 1,895 | $298.1K | 0.01% | −88−4.4% | Reduced |