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, Q3 2023
Institutional positions in Ferguson Enterprises Inc. as of Sep 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
- 555
- +39 vs. Q2 2023
- Shares held
- 160.4M
- −326.0K (−0.2%) vs. Q2 2023
- Total value
- $26.4B
- +$1.21B (+4.8%) vs. Q2 2023
- New holders
- 80
- 223 more added
- Sold out
- 41
- 180 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Ferguson Enterprises Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $157 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $165 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $329 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2 | $329 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $329 | 0.00% | +2 | New |
| Baystate Wealth Management LLC | 2 | $335 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 5 | $822 | 0.00% | −4−44.4% | Reduced |
| Motco | 5 | $822 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 6 | $987 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 7 | $1.15K | 0.00% | +7 | New |
| Abound Wealth Management | 8 | $1.25K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 8 | $1.32K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 8 | $1.39K | 0.00% | +8 | New |
| Group One Trading, L.P. | 10 | $1.65K | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 11 | $1.81K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 12 | $1.97K | 0.00% | −275−95.8% | Reduced |
| SJS Investment Consulting Inc. | 12 | $1.97K | 0.00% | +12 | New |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | +6+50.0% | Added |
| Avion Wealth | 17 | $2.00K | 0.00% | +7+70.0% | Added |
| Versant Capital Management, Inc | 13 | $2.14K | 0.00% | +1+8.3% | Added |
| Concord Wealth Partners | 14 | $2.30K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 15 | $2.47K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 16 | $2.63K | 0.00% | +16 | New |
| Central Trust Co | 16 | $2.63K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 16 | $2.63K | 0.00% | +16 | New |
| VisionPoint Advisory Group, LLC | 18 | $2.96K | 0.00% | −13−41.9% | Reduced |
| Oakworth Capital, Inc. | 18 | $2.96K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 22 | $3.62K | 0.00% | +22 | New |
| Farther Finance Advisors, LLC | 24 | $3.95K | 0.00% | +18+300.0% | Added |
| Parkside Financial Bank & Trust | 24 | $3.95K | 0.00% | +15+166.7% | Added |
| Tradition Wealth Management, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $4.11K | 0.00% | +10+66.7% | Added |
| Earnest Partners LLC | 32 | $4.34K | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 27 | $4.44K | 0.00% | −6−18.2% | Reduced |
| Key Financial Inc | 29 | $4.77K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 34 | $5.59K | 0.00% | +8+30.8% | Added |
| HHM Wealth Advisors, LLC | 37 | $6.09K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 42 | $6.31K | 0.00% | +12+40.0% | Added |
| Eagle Bay Advisors LLC | 41 | $6.74K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 42 | $6.91K | 0.00% | +28+200.0% | Added |
| Steward Financial Group LLC | 54 | $8.00K | 0.00% | +54 | New |
| Massmutual Trust Co FSB | 50 | $8.22K | 0.00% | +26+108.3% | Added |
| Grove Bank & Trust | 57 | $9.38K | 0.00% | +57 | New |
| Quent Capital, LLC | 59 | $9.70K | 0.00% | 00.0% | Unchanged |
| Engine Capital Management, LP | 63 | $10.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 63 | $10.4K | 0.00% | +63 | New |
| Bell Investment Advisors, Inc | 70 | $11.5K | 0.00% | +8+12.9% | Added |
| Private Trust Co NA | 76 | $12.5K | 0.00% | −3−3.8% | Reduced |
| Quarry LP | 78 | $12.8K | 0.01% | +55+239.1% | Added |
| Exchange Traded Concepts, LLC | 89 | $14.6K | 0.00% | −115−56.4% | Reduced |
| Sittner & Nelson, LLC | 100 | $16.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 104 | $17.0K | 0.01% | +104 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 109 | $17.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 121 | $18.2K | 0.00% | +31+34.4% | Added |
| TD Private Client Wealth LLC | 121 | $19.9K | 0.00% | −2−1.6% | Reduced |
| MV Capital Management, Inc. | 134 | $22.0K | 0.00% | +26+24.1% | Added |
| FinTrust Capital Advisors, LLC | 137 | $22.5K | 0.01% | −9−6.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 158 | $26.0K | 0.00% | −18−10.2% | Reduced |
| GWM Advisors LLC | 160 | $26.3K | 0.00% | +73+83.9% | Added |
| JJJ Advisors Inc. | 163 | $26.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 168 | $27.6K | 0.00% | −162−49.1% | Reduced |
| Zions Bancorporation, N.A. | 180 | $29.6K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 188 | $30.9K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 206 | $33.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 216 | $34.0K | 0.00% | +54+33.3% | Added |
| South State Corp. | 221 | $36.3K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 278 | $45.7K | 0.00% | −10−3.5% | Reduced |
| Milestone Investment Advisors LLC | 284 | $46.7K | 0.01% | +284 | New |
| Whittier Trust Co | 318 | $52.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 320 | $52.6K | 0.01% | +192+150.0% | Added |
| Operose Advisors LLC | 320 | $52.6K | 0.02% | +320 | New |
| First Horizon Advisors, Inc. | 340 | $55.9K | 0.00% | +29+9.3% | Added |
| Hexagon Capital Partners LLC | 412 | $67.8K | 0.02% | −46−10.0% | Reduced |
| SRS Capital Advisors, Inc. | 469 | $77.2K | 0.01% | +21+4.7% | Added |
| Alta Advisers Ltd | 500 | $82.2K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 535 | $88.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 544 | $89.5K | 0.00% | −216−28.4% | Reduced |
| Umb Bank N A | 548 | $90.1K | 0.00% | −2−0.4% | Reduced |
| CWM, LLC | 597 | $98.0K | 0.00% | +289+93.8% | Added |
| Simplex Trading, LLC | 614 | $100.0K | 0.00% | +614 | New |
| Global Retirement Partners, LLC | 630 | $101.9K | 0.01% | +5+0.8% | Added |
| Huntington National Bank | 674 | $110.9K | 0.00% | +342+103.0% | Added |
| Baldwin Brothers Inc | 798 | $131.2K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 927 | $152.5K | 0.03% | −801−46.4% | Reduced |
| Aspire Private Capital, LLC | 1,095 | $180.1K | 0.06% | 00.0% | Unchanged |
| Moreno Evelyn V | 1,231 | $202.5K | 0.04% | +1,231 | New |
| Financial Management Professionals, Inc. | 1,252 | $206.0K | 0.04% | +158+14.4% | Added |
| Centiva Capital, LP | 1,312 | $215.8K | 0.01% | +1,312 | New |
| Seven Eight Capital, LP | 1,321 | $217.3K | 0.03% | +1,321 | New |
| Archer Investment Corp | 1,351 | $222.2K | 0.08% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 1,353 | $222.6K | 0.10% | +6+0.4% | Added |
| Park National Corp | 1,366 | $224.7K | 0.01% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,367 | $224.8K | 0.11% | −52−3.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,377 | $226.5K | 0.00% | −645−31.9% | Reduced |
| Perigon Wealth Management, LLC | 1,402 | $230.6K | 0.01% | +38+2.8% | Added |
| WSFS Capital Management, LLC | 1,433 | $235.7K | 0.02% | −19−1.3% | Reduced |
| Chico Wealth RIA | 1,499 | $246.5K | 0.29% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,502 | $247.0K | 0.03% | +130+9.5% | Added |
| Advisors Asset Management, Inc. | 1,551 | $255.1K | 0.01% | −1,339−46.3% | Reduced |