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 |
|---|---|---|---|---|---|
| Live Oak Private Wealth LLC | 16,755 | $2.76M | 0.59% | +56+0.3% | Added |
| Wealthfront Advisers LLC | 16,766 | $2.76M | 0.01% | +4,471+36.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,892 | $2.78M | 0.04% | +1,570+10.2% | Added |
| Daiwa Securities Group Inc. | 17,308 | $2.85M | 0.02% | +91+0.5% | Added |
| Equitable Trust Co | 17,582 | $2.89M | 0.24% | −338−1.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 17,634 | $2.90M | 0.01% | +895+5.3% | Added |
| Nordea Investment Management AB | 17,695 | $2.94M | 0.00% | −961−5.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,989 | $2.96M | 0.07% | +7,000+63.7% | Added |
| Marshall Wace, LLP | 18,081 | $2.97M | 0.01% | +18,081 | New |
| Optiver Holding B.V. | 18,458 | $3.04M | 0.09% | +18,458 | New |
| Gulf International Bank (UK) Ltd | 18,741 | $3.08M | 0.09% | −2,060−9.9% | Reduced |
| Wills Financial Group, Inc. | 19,323 | $3.18M | 1.72% | +177+0.9% | Added |
| FORA Capital, LLC | 19,442 | $3.20M | 0.28% | −4,100−17.4% | Reduced |
| Pearl River Capital, LLC | 19,784 | $3.25M | 0.51% | +13,949+239.1% | Added |
| JustInvest LLC | 19,896 | $3.27M | 0.10% | +10,276+106.8% | Added |
| AXA S.A. | 19,963 | $3.28M | 0.01% | +1,532+8.3% | Added |
| Quantbot Technologies LP | 20,185 | $3.32M | 0.22% | +20,185 | New |
| Oppenheimer Asset Management Inc. | 20,400 | $3.36M | 0.05% | +545+2.7% | Added |
| Verition Fund Management LLC | 20,586 | $3.39M | 0.05% | +14,640+246.2% | Added |
| Benson Investment Management Company, Inc. | 20,752 | $3.41M | 1.92% | −37−0.2% | Reduced |
| Westfield Capital Management Co LP | 21,158 | $3.48M | 0.02% | +21,158 | New |
| Weiss Multi-Strategy Advisers LLC | 21,200 | $3.49M | 0.08% | +21,200 | New |
| Neo Ivy Capital Management | 21,840 | $3.59M | 1.58% | +21,840 | New |
| Crossmark Global Holdings, Inc. | 21,605 | $3.60M | 0.08% | +8,705+67.5% | Added |
| Amalgamated Bank | 21,927 | $3.61M | 0.03% | +1,966+9.8% | Added |
| Glenmede Trust Co NA | 21,932 | $3.61M | 0.02% | +13,480+159.5% | Added |
| The PNC Financial Services Group, Inc. | 22,321 | $3.67M | 0.00% | +1,209+5.7% | Added |
| Nissay Asset Management Corp | 22,562 | $3.71M | 0.03% | +565+2.6% | Added |
| GHP Investment Advisors, Inc. | 22,312 | $3.74M | 0.23% | +7,867+54.5% | Added |
| Great Lakes Advisors, LLC | 23,981 | $3.94M | 0.04% | +23,981 | New |
| Cumberland Partners Ltd | 23,900 | $3.97M | 0.38% | −215−0.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 24,200 | $3.98M | 0.07% | +10,900+82.0% | Added |
| Westbourne Investment Advisors, Inc. | 24,659 | $4.06M | 1.86% | +24,659 | New |
| Sycale Advisors (NY) LLC | 24,800 | $4.08M | 1.73% | +24,800 | New |
| Mount Yale Investment Advisors, LLC | 26,013 | $4.28M | 0.47% | −368−1.4% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 26,185 | $4.31M | 0.23% | +26,185 | New |
| Armor Advisors, L.L.C. | 26,644 | $4.38M | 4.35% | −4,000−13.1% | Reduced |
| Varma Mutual Pension Insurance Co | 26,708 | $4.39M | 0.05% | +3,667+15.9% | Added |
| Fiduciary Alliance LLC | 27,796 | $4.57M | 1.06% | +8,618+44.9% | Added |
| LPL Financial LLC | 28,156 | $4.63M | 0.00% | +3,616+14.7% | Added |
| Schonfeld Strategic Advisors LLC | 28,215 | $4.64M | 0.04% | −136,167−82.8% | Reduced |
| Gilder Gagnon Howe & Co LLC | 29,703 | $4.89M | 0.07% | +90.0% | Added |
| Oregon Public Employees Retirement Fund | 30,009 | $4.94M | 0.07% | −12,096−28.7% | Reduced |
| PDT Partners, LLC | 30,754 | $5.06M | 0.64% | −3,492−10.2% | Reduced |
| SYSTM Wealth Solutions LLC | 31,351 | $5.16M | 0.79% | +2,964+10.4% | Added |
| HighTower Advisors, LLC | 31,875 | $5.22M | 0.01% | −1,446−4.3% | Reduced |
| RNC Capital Management LLC | 32,307 | $5.31M | 0.33% | −1,840−5.4% | Reduced |
| Advisory Research Inc | 33,038 | $5.43M | 0.75% | −12,856−28.0% | Reduced |
| Ostrum Asset Management | 33,074 | $5.46M | 0.51% | +1,082+3.4% | Added |
| Van Eck Associates Corp | 33,430 | $5.50M | 0.01% | +1,115+3.5% | Added |
| Coronation Fund Managers Ltd. | 33,719 | $5.55M | 0.17% | −9,806−22.5% | Reduced |
| Tredje AP-fonden | 33,749 | $5.55M | 0.08% | −3,290−8.9% | Reduced |
| Trexquant Investment LP | 34,222 | $5.63M | 0.14% | +499+1.5% | Added |
| Oliver Luxxe Assets LLC | 34,250 | $5.63M | 1.45% | +278+0.8% | Added |
| Canal Capital Management, LLC | 34,625 | $5.69M | 1.16% | +1,173+3.5% | Added |
| M&T Bank Corp | 35,276 | $5.80M | 0.02% | +3,110+9.7% | Added |
| Atika Capital Management LLC | 36,000 | $5.92M | 0.84% | 00.0% | Unchanged |
| Omers Administration Corp | 36,054 | $5.93M | 0.09% | 00.0% | Unchanged |
| Bank of Montreal | 38,936 | $5.98M | 0.00% | −5,491−12.4% | Reduced |
| Laurion Capital Management LP | 36,995 | $6.08M | 0.16% | +29,924+423.2% | Added |
| Guggenheim Capital LLC | 37,154 | $6.11M | 0.05% | +5,557+17.6% | Added |
| SG Americas Securities, LLC | 37,284 | $6.13M | 0.08% | −5,251−12.3% | Reduced |
| Handelsbanken Fonder AB | 38,500 | $6.33M | 0.04% | +4,800+14.2% | Added |
| Toronto Dominion Bank | 39,010 | $6.42M | 0.01% | +39,010 | New |
| Principal Financial Group Inc | 39,178 | $6.44M | 0.00% | +17,777+83.1% | Added |
| First Republic Investment Management, Inc. | 39,393 | $6.48M | 0.02% | −2,211−5.3% | Reduced |
| Polar Asset Management Partners Inc. | 39,400 | $6.48M | 0.16% | +6,800+20.9% | Added |
| Kiwi Wealth Investments Limited Partnership | 40,276 | $6.62M | 0.72% | +40,276 | New |
| Teacher Retirement System of Texas | 40,367 | $6.64M | 0.04% | −144,898−78.2% | Reduced |
| Tabor Asset Management, LP | 40,686 | $6.69M | 3.51% | −1,663−3.9% | Reduced |
| Norwood Investment Partners, LP | 40,700 | $6.69M | 5.60% | −26,000−39.0% | Reduced |
| Voloridge Investment Management, LLC | 40,784 | $6.71M | 0.03% | −188,058−82.2% | Reduced |
| Genus Capital Management Inc. | 41,020 | $6.75M | 1.06% | +9,945+32.0% | Added |
| Two Sigma Advisers, LP | 41,500 | $6.83M | 0.02% | +24,900+150.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 41,952 | $6.90M | 0.67% | +28,384+209.2% | Added |
| Davenport & Co LLC | 43,563 | $7.16M | 0.06% | −3,640−7.7% | Reduced |
| Silvant Capital Management LLC | 44,998 | $7.40M | 0.45% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 45,059 | $7.41M | 0.29% | +28,990+180.4% | Added |
| Acadian Asset Management LLC | 45,499 | $7.49M | 0.03% | −383,141−89.4% | Reduced |
| United Services Automobile Association | 46,855 | $7.75M | 0.20% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 47,461 | $7.85M | 0.24% | −944−2.0% | Reduced |
| Socorro Asset Management LP | 48,845 | $8.03M | 3.76% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 49,073 | $8.07M | 0.64% | +49,073 | New |
| Lighthouse Investment Partners, LLC | 50,000 | $8.22M | 0.49% | +26,250+110.5% | Added |
| Harbor Advisors LLC | 50,190 | $8.30M | 1.78% | 00.0% | Unchanged |
| Blair William & Co | 50,717 | $8.34M | 0.03% | +50,717 | New |
| Nomura Asset Management Co Ltd | 51,380 | $8.45M | 0.04% | +1,942+3.9% | Added |
| Hook Mill Capital Partners, LP | 51,778 | $8.52M | 3.31% | −9,044−14.9% | Reduced |
| Artisan Partners Limited Partnership | 52,810 | $8.69M | 0.01% | +31,124+143.5% | Added |
| Advisor Group Holdings, Inc. | 54,875 | $9.03M | 0.01% | +21,662+65.2% | Added |
| Duff & Phelps Investment Management Co | 55,000 | $9.05M | 0.12% | +10,000+22.2% | Added |
| Arizona State Retirement System | 55,787 | $9.18M | 0.08% | −216−0.4% | Reduced |
| Jupiter Asset Management Ltd | 56,033 | $9.28M | 0.10% | −86,261−60.6% | Reduced |
| Silvercrest Asset Management Group LLC | 57,693 | $9.49M | 0.07% | +9,103+18.7% | Added |
| United Capital Financial Advisers, LLC | 59,498 | $9.79M | 0.06% | −8,839−12.9% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 60,000 | $9.87M | 0.81% | −12,500−17.2% | Reduced |
| Neuberger Berman Group LLC | 60,974 | $10.0M | 0.01% | −32,068−34.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 61,480 | $10.1M | 0.15% | +8,570+16.2% | Added |
| Massachusetts Financial Services Co | 63,219 | $10.4M | 0.00% | −177−0.3% | Reduced |
| Swiss Life Asset Management Ltd | 65,396 | $10.8M | 0.17% | +21,306+48.3% | Added |