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 |
|---|---|---|---|---|---|
| Fukoku Mutual Life Insurance Co | 1,563 | $257.1K | 0.02% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,591 | $261.6K | 0.06% | −233−12.8% | Reduced |
| Nisa Investment Advisors, LLC | 1,600 | $263.2K | 0.00% | +1,600 | New |
| Driehaus Capital Management LLC | 1,643 | $270.2K | 0.00% | −1,475−47.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,644 | $270.4K | 0.04% | +82+5.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,645 | $271.0K | 0.00% | +149+10.0% | Added |
| Quadrant Capital Group LLC | 1,650 | $271.4K | 0.03% | +54+3.4% | Added |
| Verdence Capital Advisors LLC | 1,657 | $272.5K | 0.03% | +223+15.6% | Added |
| Clarius Group, LLC | 1,658 | $272.9K | 0.03% | −2,722−62.1% | Reduced |
| Regions Financial Corp | 1,661 | $273.2K | 0.00% | −122−6.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,667 | $274.2K | 0.00% | +45+2.8% | Added |
| Rathbone Brothers plc | 1,676 | $275.7K | 0.00% | +352+26.6% | Added |
| Fiera Capital Corp | 1,677 | $275.8K | 0.00% | +1,677 | New |
| Wintrust Investments LLC | 1,676 | $276.0K | 0.03% | +246+17.2% | Added |
| Colonial Trust Co | 1,807 | $277.5K | 0.07% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,702 | $281.8K | 0.05% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,724 | $283.5K | 0.19% | −46−2.6% | Reduced |
| Transatlantique Private Wealth LLC | 1,737 | $285.7K | 0.15% | +1,737 | New |
| Scott Capital Advisors, LLC | 1,764 | $289.8K | 0.12% | 00.0% | Unchanged |
| American Trust | 1,791 | $294.6K | 0.02% | −295−14.1% | Reduced |
| Freestone Capital Holdings, LLC | 1,791 | $294.6K | 0.02% | −123−6.4% | Reduced |
| BBR Partners, LLC | 1,793 | $294.9K | 0.03% | +1,793 | New |
| Kestra Advisory Services, LLC | 1,794 | $295.1K | 0.00% | +291+19.4% | Added |
| Tower Research Capital LLC (TRC) | 1,799 | $295.9K | 0.01% | +1,529+566.3% | Added |
| Cigna Investments Inc | 1,818 | $299.0K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,837 | $302.1K | 0.01% | +92+5.3% | Added |
| American International Group, Inc. | 1,841 | $302.8K | 0.00% | −106−5.4% | Reduced |
| Centaurus Financial, Inc. | 1,874 | $308.0K | 0.03% | +1,874 | New |
| Coldstream Capital Management Inc | 1,880 | $309.2K | 0.01% | −24−1.3% | Reduced |
| Impact Partnership Wealth, LLC | 1,882 | $309.5K | 0.10% | +1,855+6,870.4% | Added |
| Chicago Trust Co NA | 1,924 | $316.4K | 0.08% | +1,924 | New |
| Financial Advocates Investment Management | 1,943 | $319.6K | 0.02% | +68+3.6% | Added |
| Ci Investments Inc. | 1,963 | $323.0K | 0.00% | +1,389+242.0% | Added |
| Integrated Wealth Concepts LLC | 1,987 | $326.8K | 0.01% | +31+1.6% | Added |
| Saranac Partners Ltd | 2,943 | $328.3K | 0.18% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 2,032 | $334.3K | 0.07% | −13−0.6% | Reduced |
| V-Square Quantitative Management LLC | 2,036 | $334.9K | 0.15% | +346+20.5% | Added |
| Sequoia Financial Advisors, LLC | 2,046 | $336.5K | 0.01% | +134+7.0% | Added |
| Franklin Street Advisors Inc | 2,125 | $349.0K | 0.03% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 2,127 | $349.8K | 0.07% | −40,374−95.0% | Reduced |
| Symmetry Partners, LLC | 2,132 | $351.0K | 0.02% | +2,132 | New |
| Spartan Planning & Wealth Management | 2,140 | $352.0K | 0.41% | +2,140 | New |
| SPC Financial, Inc. | 2,185 | $359.4K | 0.04% | +400+22.4% | Added |
| Ritholtz Wealth Management | 2,295 | $377.5K | 0.02% | +2+0.1% | Added |
| Auxier Asset Management | 2,300 | $378.3K | 0.06% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 2,331 | $383.3K | 0.17% | +13+0.6% | Added |
| Yarbrough Capital, LLC | 2,333 | $383.7K | 0.02% | +2,333 | New |
| Knights of Columbus Asset Advisors LLC | 2,338 | $384.5K | 0.04% | +323+16.0% | Added |
| Federated Hermes, Inc. | 2,389 | $392.9K | 0.00% | +10.0% | Added |
| Manufacturers Life Insurance Company, The | 2,365 | $396.8K | 0.00% | −774−24.7% | Reduced |
| LSV Asset Management | 2,500 | $411.0K | 0.00% | +2,500 | New |
| Phoenix Holdings Ltd. | 2,435 | $411.1K | 0.01% | +2,435 | New |
| Avestar Capital, LLC | 2,503 | $411.7K | 0.06% | −19−0.8% | Reduced |
| Inspire Advisors, LLC | 2,531 | $416.3K | 0.07% | −164−6.1% | Reduced |
| KB Financial Partners, LLC | 2,545 | $419.0K | 0.12% | −3−0.1% | Reduced |
| TD Waterhouse Canada Inc. | 2,612 | $426.7K | 0.00% | +2,612 | New |
| Summit Trail Advisors, LLC | 2,661 | $437.7K | 0.02% | +568+27.1% | Added |
| Oppenheimer & Co Inc | 2,747 | $451.8K | 0.01% | −18−0.7% | Reduced |
| Gladius Capital Management LP | 2,759 | $453.8K | 0.13% | +363+15.2% | Added |
| Balyasny Asset Management LLC | 2,767 | $455.1K | 0.00% | −216,647−98.7% | Reduced |
| Resurgent Financial Advisors LLC | 2,778 | $456.9K | 0.31% | +157+6.0% | Added |
| SkyView Investment Advisors, LLC | 2,788 | $459.0K | 0.19% | +118+4.4% | Added |
| Blueprint Investment Partners LLC | 2,797 | $460.0K | 0.15% | −254−8.3% | Reduced |
| Headlands Technologies LLC | 2,815 | $463.0K | 0.23% | +2,815 | New |
| Beacon Harbor Wealth Advisors, Inc. | 2,824 | $464.0K | 0.15% | 00.0% | Unchanged |
| Parnassus Investments | 2,867 | $471.5K | 0.00% | +2,867 | New |
| Capula Management Ltd | 2,920 | $480.3K | 0.03% | +1,260+75.9% | Added |
| CIBC Asset Management Inc | 2,978 | $489.8K | 0.00% | −1,436−32.5% | Reduced |
| Mather Group, LLC. | 3,050 | $501.6K | 0.01% | 00.0% | Unchanged |
| Fifth Lane Capital, LP | 3,050 | $501.6K | 0.51% | +3,050 | New |
| Cetera Advisors LLC | 3,063 | $503.8K | 0.01% | +34+1.1% | Added |
| Advisor OS, LLC | 3,068 | $504.6K | 0.08% | +488+18.9% | Added |
| Raymond James Trust N.A. | 3,146 | $517.4K | 0.02% | +530+20.3% | Added |
| Mission Wealth Management, LP | 3,149 | $518.0K | 0.02% | −111−3.4% | Reduced |
| Wetherby Asset Management Inc | 3,186 | $524.0K | 0.03% | −25−0.8% | Reduced |
| William Blair Investment Management, LLC | 3,222 | $533.2K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,273 | $538.3K | 0.05% | −13−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 3,300 | $542.8K | 0.01% | +10+0.3% | Added |
| Signaturefd, LLC | 3,355 | $551.8K | 0.01% | +1,460+77.0% | Added |
| Cipher Capital LP | 3,374 | $554.9K | 0.39% | −16,072−82.6% | Reduced |
| iA Global Asset Management Inc. | 3,427 | $564.0K | 0.01% | +126+3.8% | Added |
| Capital Analysts, LLC | 3,434 | $565.0K | 0.03% | +3,434 | New |
| XTX Topco Ltd | 3,509 | $577.1K | 0.10% | +1,852+111.8% | Added |
| Legacy Wealth Asset Management, LLC | 3,580 | $588.8K | 0.22% | −908−20.2% | Reduced |
| Balentine LLC | 3,601 | $592.3K | 0.02% | +20+0.6% | Added |
| Dakota Wealth Management | 3,609 | $593.6K | 0.03% | −27−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 3,615 | $595.0K | 0.00% | −184−4.8% | Reduced |
| Cetera Investment Advisers | 3,703 | $609.0K | 0.01% | +1,361+58.1% | Added |
| David Loasby | 3,789 | $613.3K | 0.07% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,905 | $626.6K | 0.00% | −56−1.4% | Reduced |
| Vise Technologies, Inc. | 3,813 | $627.1K | 0.15% | −19−0.5% | Reduced |
| Greenleaf Trust | 3,869 | $636.3K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 3,891 | $640.0K | 0.00% | −48−1.2% | Reduced |
| State of Michigan Retirement System | 3,900 | $641.4K | 0.00% | −1,000−20.4% | Reduced |
| Machina Capital S.A.S. | 3,914 | $643.7K | 0.36% | −3,786−49.2% | Reduced |
| Michael B. Yongue | 3,931 | $646.5K | 0.63% | −227−5.5% | Reduced |
| National Asset Management, Inc. | 3,966 | $652.2K | 0.02% | −56−1.4% | Reduced |
| Jump Financial, LLC | 4,000 | $657.9K | 0.02% | +4,000 | New |
| Riverwater Partners LLC | 4,117 | $677.1K | 0.62% | −230−5.3% | Reduced |
| Regency Capital Management Inc. | 4,212 | $692.7K | 0.59% | +1,451+52.6% | Added |