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 |
|---|---|---|---|---|---|
| Weil Company, Inc. | 4,260 | $700.6K | 0.35% | −763−15.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,286 | $704.9K | 0.04% | +393+10.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,382 | $720.6K | 0.00% | +2,586+144.0% | Added |
| Covenant Partners, LLC | 4,418 | $726.6K | 0.26% | 00.0% | Unchanged |
| Roundview Capital LLC | 4,453 | $732.4K | 0.07% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,468 | $734.9K | 0.00% | −92,172−95.4% | Reduced |
| Cannon Global Investment Management, LLC | 4,500 | $740.1K | 5.17% | −1,200−21.1% | Reduced |
| MetLife Investment Management | 4,558 | $749.7K | 0.01% | +6+0.1% | Added |
| Mirabella Financial Services LLP | 4,768 | $784.2K | 0.11% | +4,768 | New |
| Capstone Investment Advisors, LLC | 4,845 | $796.9K | 0.02% | +2,964+157.6% | Added |
| Level Four Advisory Services, LLC | 4,936 | $811.7K | 0.05% | −3,647−42.5% | Reduced |
| Buckley Wealth Management, LLC | 4,942 | $812.8K | 0.30% | −1,421−22.3% | Reduced |
| Ascent Group, LLC | 5,202 | $815.7K | 0.09% | +5,202 | New |
| Lee Financial Co | 4,976 | $818.4K | 0.15% | +219+4.6% | Added |
| Spire Wealth Management | 5,027 | $826.8K | 0.03% | +158+3.2% | Added |
| Railway Pension Investments Ltd | 5,100 | $838.8K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,291 | $870.4K | 0.17% | +270+5.4% | Added |
| Pathstone Family Office, LLC | 5,298 | $871.4K | 0.01% | +1,146+27.6% | Added |
| Yousif Capital Management, LLC | 5,527 | $909.0K | 0.01% | +24+0.4% | Added |
| D.A. Davidson & Co. | 5,534 | $910.2K | 0.01% | −588−9.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 5,591 | $919.6K | 0.03% | +5,591 | New |
| Macquarie Group Ltd | 5,680 | $934.2K | 0.00% | +1,170+25.9% | Added |
| Cetera Advisor Networks LLC | 5,738 | $943.6K | 0.01% | +698+13.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,770 | $949.0K | 0.04% | +340+6.3% | Added |
| Empowered Funds, LLC | 5,833 | $959.4K | 0.03% | +388+7.1% | Added |
| Sabal Trust CO | 5,857 | $963.3K | 0.06% | +5,857 | New |
| CIBC Private Wealth Group, LLC | 5,862 | $964.1K | 0.00% | −457−7.2% | Reduced |
| Lazard Asset Management LLC | 5,879 | $966.0K | 0.00% | −2,728−31.7% | Reduced |
| Virtu Financial LLC | 5,886 | $968.0K | 0.10% | +5,886 | New |
| Fund Management at Engine No. 1 LLC | 5,993 | $985.7K | 0.16% | +1,077+21.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 6,000 | $986.8K | 0.01% | +6,000 | New |
| Park Avenue Securities LLC | 6,230 | $1.02M | 0.02% | +6,230 | New |
| Badgley Phelps Wealth Managers, LLC | 6,235 | $1.03M | 0.03% | −55−0.9% | Reduced |
| Wolverine Trading, LLC | 6,273 | $1.03M | 0.01% | +6,273 | New |
| Dark Forest Capital Management LP | 6,668 | $1.10M | 0.09% | −61−0.9% | Reduced |
| Panagora Asset Management Inc | 6,682 | $1.10M | 0.01% | +3,434+105.7% | Added |
| Applied Capital LLC | 6,694 | $1.10M | 1.10% | +545+8.9% | Added |
| Partners in Financial Planning | 6,760 | $1.11M | 0.29% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 6,691 | $1.12M | 0.11% | +563+9.2% | Added |
| Advisor Partners II, LLC | 6,933 | $1.14M | 0.05% | +4,083+143.3% | Added |
| Connable Office Inc | 7,054 | $1.16M | 0.16% | +26+0.4% | Added |
| Carl P. Sherr & Co., LLC | 7,182 | $1.18M | 0.80% | +2,546+54.9% | Added |
| FDx Advisors, Inc. | 7,239 | $1.19M | 0.10% | −29,712−80.4% | Reduced |
| Illinois Municipal Retirement Fund | 7,434 | $1.22M | 0.02% | 00.0% | Unchanged |
| Vident Advisory, LLC | 7,494 | $1.23M | 0.04% | +7,494 | New |
| Prudential Financial Inc | 7,496 | $1.23M | 0.00% | −425−5.4% | Reduced |
| Donaldson Capital Management, LLC | 7,726 | $1.27M | 0.06% | −23−0.3% | Reduced |
| Calamos Advisors LLC | 7,963 | $1.31M | 0.01% | −329−4.0% | Reduced |
| Donoghue Forlines LLC | 7,967 | $1.31M | 0.47% | +7,967 | New |
| Metis Global Partners, LLC | 8,003 | $1.32M | 0.06% | +1,000+14.3% | Added |
| Mercer Global Advisors Inc | 8,054 | $1.32M | 0.01% | +225+2.9% | Added |
| Holocene Advisors, LP | 8,144 | $1.34M | 0.01% | −7,669−48.5% | Reduced |
| Banque Pictet & Cie SA | 8,276 | $1.37M | 0.02% | +1,164+16.4% | Added |
| Cary Street Partner Investment Advisory LLC | 8,410 | $1.38M | 0.07% | +1,888+28.9% | Added |
| Boston Common Asset Management, LLC | 8,448 | $1.40M | 0.03% | −29−0.3% | Reduced |
| Xponance, Inc. | 8,640 | $1.42M | 0.02% | +158+1.9% | Added |
| National Bank of Canada | 8,744 | $1.44M | 0.00% | +7,976+1,038.5% | Added |
| La Banque Postale Asset Management SA | 8,812 | $1.46M | 0.03% | −493−5.3% | Reduced |
| Edentree Asset Management Ltd | 9,000 | $1.49M | 0.58% | −5,000−35.7% | Reduced |
| Brinker Capital Investments, LLC | 9,144 | $1.50M | 0.02% | −2,017−18.1% | Reduced |
| Orion Portfolio Solutions, LLC | 9,144 | $1.50M | 0.02% | −2,017−18.1% | Reduced |
| Occudo Quantitative Strategies LP | 9,389 | $1.54M | 0.20% | +9,389 | New |
| S&CO Inc | 9,468 | $1.56M | 0.13% | 00.0% | Unchanged |
| US Bancorp | 9,576 | $1.57M | 0.00% | +600+6.7% | Added |
| MML Investors Services, LLC | 9,789 | $1.61M | 0.01% | −575−5.5% | Reduced |
| Cresset Asset Management, LLC | 9,824 | $1.62M | 0.01% | +1,957+24.9% | Added |
| Twin Tree Management, LP | 10,030 | $1.65M | 0.06% | +10,030 | New |
| Ossiam | 10,130 | $1.67M | 0.03% | +5,203+105.6% | Added |
| Clearbridge Investments, LLC | 10,229 | $1.67M | 0.00% | +10,229 | New |
| SeaBridge Investment Advisors LLC | 10,422 | $1.71M | 0.56% | +10,422 | New |
| Prudential PLC | 10,432 | $1.72M | 0.02% | −1,210−10.4% | Reduced |
| Desjardins Global Asset Management Inc. | 10,597 | $1.74M | 0.19% | +4,475+73.1% | Added |
| Odey Asset Management LLP | 10,789 | $1.77M | 2.22% | −6,085−36.1% | Reduced |
| Assenagon Asset Management S.A. | 10,797 | $1.78M | 0.01% | +1,475+15.8% | Added |
| Atria Investments LLC | 10,838 | $1.78M | 0.03% | +3,902+56.3% | Added |
| Vestcor Inc | 10,944 | $1.80M | 0.07% | −479−4.2% | Reduced |
| Utah Retirement Systems | 11,200 | $1.84M | 0.03% | +100+0.9% | Added |
| D. E. Shaw & Co., Inc. | 11,302 | $1.86M | 0.00% | +11,302 | New |
| QRG Capital Management, Inc. | 11,583 | $1.91M | 0.03% | +11,583 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,814 | $1.95M | 0.00% | −19,555−62.3% | Reduced |
| STRS Ohio | 11,891 | $1.96M | 0.01% | +11,891 | New |
| Captrust Financial Advisors | 11,898 | $1.96M | 0.01% | −3,596−23.2% | Reduced |
| Two Sigma Investments, LP | 12,000 | $1.97M | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 12,474 | $2.05M | 0.25% | −91−0.7% | Reduced |
| Bessemer Group Inc | 12,485 | $2.05M | 0.00% | −100−0.8% | Reduced |
| Intech Investment Management LLC | 12,494 | $2.05M | 0.03% | +284+2.3% | Added |
| Natixis Investment Managers International | 12,766 | $2.11M | 0.16% | −1,243−8.9% | Reduced |
| Snowden Capital Advisors LLC | 13,207 | $2.17M | 0.09% | +56+0.4% | Added |
| Jefferies Financial Group Inc. | 14,352 | $2.36M | 0.06% | +14,352 | New |
| AE Wealth Management LLC | 14,364 | $2.36M | 0.01% | +1,968+15.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 14,417 | $2.37M | 0.01% | +14,417 | New |
| Banque Cantonale Vaudoise | 14,455 | $2.38M | 0.12% | +3,507+32.0% | Added |
| Ethic Inc. | 14,715 | $2.42M | 0.08% | +8,710+145.0% | Added |
| Nordwand Advisors, LLC | 14,723 | $2.42M | 0.48% | −14,473−49.6% | Reduced |
| Mariner, LLC | 14,975 | $2.46M | 0.01% | +2,943+24.5% | Added |
| Quantinno Capital Management LP | 15,654 | $2.58M | 0.12% | +274+1.8% | Added |
| Edge Capital Group, LLC | 15,967 | $2.63M | 0.17% | −3,231−16.8% | Reduced |
| Martingale Asset Management L P | 16,190 | $2.66M | 0.06% | +16,190 | New |
| Hunting Hill Global Capital, LLC | 16,193 | $2.66M | 1.25% | +7,054+77.2% | Added |
| Tudor Investment Corp Et Al | 16,651 | $2.74M | 0.04% | −194,761−92.1% | Reduced |