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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 1,881 | $295.9K | 0.01% | +1,881 | New |
| Financial Advocates Investment Management | 1,875 | $295.0K | 0.02% | +319+20.5% | Added |
| Saranac Partners Ltd | 2,943 | $287.8K | 0.15% | −522−15.1% | Reduced |
| BSW Wealth Partners | 1,824 | $287.0K | 0.06% | −68−3.6% | Reduced |
| Cigna Investments Inc | 1,818 | $286.0K | 0.05% | +1,818 | New |
| Raymond James Financial Services Advisors, Inc. | 1,796 | $282.6K | 0.00% | +1,796 | New |
| Colonial Trust Co | 1,807 | $282.1K | 0.07% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,785 | $280.8K | 0.03% | +1,785 | New |
| Regions Financial Corp | 1,783 | $280.5K | 0.00% | +1,783 | New |
| Colonial River Wealth Management, LLC | 1,770 | $278.4K | 0.18% | −28−1.6% | Reduced |
| Scott Capital Advisors, LLC | 1,764 | $277.5K | 0.12% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,745 | $274.5K | 0.01% | +220+14.4% | Added |
| State of Wyoming | 1,728 | $271.8K | 0.08% | −494−22.2% | Reduced |
| Legacy Advisors, LLC | 1,702 | $268.5K | 0.04% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,654 | $268.0K | 0.10% | +1,654 | New |
| V-Square Quantitative Management LLC | 1,690 | $265.9K | 0.19% | +1,690 | New |
| Capula Management Ltd | 1,660 | $261.1K | 0.03% | +1,660 | New |
| XTX Topco Ltd | 1,657 | $260.7K | 0.05% | −7,777−82.4% | Reduced |
| Fox Run Management, L.L.C. | 1,628 | $256.1K | 0.07% | +1,628 | New |
| Federation des caisses Desjardins du Quebec | 1,622 | $255.2K | 0.00% | −279−14.7% | Reduced |
| Quadrant Capital Group LLC | 1,596 | $251.1K | 0.02% | −75−4.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,563 | $245.9K | 0.02% | −436−21.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,562 | $245.7K | 0.04% | +52+3.4% | Added |
| Kestra Advisory Services, LLC | 1,503 | $236.4K | 0.00% | +1,503 | New |
| Chico Wealth RIA | 1,499 | $235.8K | 0.28% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,496 | $235.0K | 0.00% | +1,496 | New |
| WSFS Capital Management, LLC | 1,452 | $228.4K | 0.02% | −74−4.8% | Reduced |
| Verdence Capital Advisors LLC | 1,434 | $225.6K | 0.03% | +1,434 | New |
| Wintrust Investments LLC | 1,430 | $225.0K | 0.02% | +1,430 | New |
| DGS Capital Management, LLC | 1,419 | $223.2K | 0.11% | −117−7.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,372 | $215.8K | 0.02% | +249+22.2% | Added |
| Park National Corp | 1,366 | $214.9K | 0.01% | +1,366 | New |
| Perigon Wealth Management, LLC | 1,364 | $214.6K | 0.01% | +1,364 | New |
| Archer Investment Corp | 1,351 | $212.5K | 0.08% | +1,351 | New |
| Curran Financial Partners, LLC | 1,347 | $211.9K | 0.09% | +1,347 | New |
| Rathbone Brothers plc | 1,324 | $208.3K | 0.00% | +1,324 | New |
| Aspire Private Capital, LLC | 1,095 | $172.3K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,094 | $172.0K | 0.03% | +1,094 | New |
| Counterpoint Mutual Funds LLC | 812 | $127.7K | 0.12% | +812 | New |
| Baldwin Brothers Inc | 798 | $125.5K | 0.01% | +9+1.1% | Added |
| National Bank of Canada | 768 | $120.8K | 0.00% | −126−14.1% | Reduced |
| Global Retirement Partners, LLC | 625 | $98.4K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 574 | $90.0K | 0.00% | +574 | New |
| Umb Bank N A | 550 | $86.5K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 535 | $84.2K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $78.7K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 458 | $72.0K | 0.02% | +54+13.4% | Added |
| SRS Capital Advisors, Inc. | 448 | $70.4K | 0.01% | +25+5.9% | Added |
| IFP Advisors, Inc | 760 | $53.6K | 0.00% | −91−10.7% | Reduced |
| Huntington National Bank | 332 | $52.2K | 0.00% | +332 | New |
| Fifth Third Bancorp | 330 | $51.9K | 0.00% | +41+14.2% | Added |
| Whittier Trust Co | 318 | $50.0K | 0.00% | −1,876−85.5% | Reduced |
| First Horizon Advisors, Inc. | 311 | $48.9K | 0.00% | +63+25.4% | Added |
| CWM, LLC | 308 | $48.0K | 0.00% | −57−15.6% | Reduced |
| Proequities, Inc. | 288 | $45.5K | 0.00% | −15−5.0% | Reduced |
| Park Place Capital Corp | 287 | $45.1K | 0.01% | +287 | New |
| Tower Research Capital LLC (TRC) | 270 | $42.5K | 0.00% | −5,307−95.2% | Reduced |
| South State Corp. | 221 | $34.8K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 206 | $32.4K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 204 | $32.1K | 0.00% | +97+90.7% | Added |
| Heritage Wealth Advisors | 188 | $29.6K | 0.00% | −55−22.6% | Reduced |
| Zions Bancorporation, N.A. | 180 | $28.3K | 0.00% | −58−24.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 176 | $27.7K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 163 | $25.7K | 0.01% | −10−5.8% | Reduced |
| CVA Family Office, LLC | 159 | $25.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 162 | $21.0K | 0.00% | −581−78.2% | Reduced |
| Lindbrook Capital, LLC | 128 | $20.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 123 | $19.3K | 0.00% | −4−3.1% | Reduced |
| FinTrust Capital Advisors, LLC | 146 | $18.5K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 109 | $17.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 108 | $17.0K | 0.00% | +108 | New |
| Sittner & Nelson, LLC | 100 | $15.7K | 0.01% | +100 | New |
| Bokf, NA | 90 | $14.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 87 | $13.7K | 0.00% | +87 | New |
| Private Trust Co NA | 79 | $12.4K | 0.00% | +12+17.9% | 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 |
| Bell Investment Advisors, Inc | 62 | $9.75K | 0.00% | +57+1,140.0% | Added |
| Quent Capital, LLC | 59 | $9.28K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 49 | $7.71K | 0.00% | −85−63.4% | Reduced |
| Eagle Bay Advisors LLC | 41 | $6.45K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 37 | $6.00K | 0.00% | +37 | New |
| HHM Wealth Advisors, LLC | 37 | $5.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $5.19K | 0.00% | −19−36.5% | Reduced |
| VisionPoint Advisory Group, LLC | 31 | $4.88K | 0.00% | +31 | 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 |
| Key Financial Inc | 29 | $4.56K | 0.00% | +29 | New |
| Impact Partnership Wealth, LLC | 27 | $4.25K | 0.00% | +27 | New |
| Allworth Financial LP | 26 | $4.09K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 25 | $4.00K | 0.00% | +25 | New |
| Massmutual Trust Co FSB | 24 | $3.77K | 0.00% | −3−11.1% | Reduced |
| Quarry LP | 23 | $3.62K | 0.00% | +23 | New |
| First Capital Advisors Group, LLC. | 19 | $2.99K | 0.00% | +19 | New |
| Oakworth Capital, Inc. | 18 | $2.83K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 16 | $2.52K | 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 |
| Assetmark, Inc | 14 | $2.20K | 0.00% | 00.0% | Unchanged |