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 |
|---|---|---|---|---|---|
| Banque Pictet & Cie SA | 8,276 | $1.37M | 0.02% | +1,164+16.4% | Added |
| Holocene Advisors, LP | 8,144 | $1.34M | 0.01% | −7,669−48.5% | Reduced |
| Mercer Global Advisors Inc | 8,054 | $1.32M | 0.01% | +225+2.9% | Added |
| Metis Global Partners, LLC | 8,003 | $1.32M | 0.06% | +1,000+14.3% | Added |
| Donoghue Forlines LLC | 7,967 | $1.31M | 0.47% | +7,967 | New |
| Calamos Advisors LLC | 7,963 | $1.31M | 0.01% | −329−4.0% | Reduced |
| Donaldson Capital Management, LLC | 7,726 | $1.27M | 0.06% | −23−0.3% | Reduced |
| Prudential Financial Inc | 7,496 | $1.23M | 0.00% | −425−5.4% | Reduced |
| Vident Advisory, LLC | 7,494 | $1.23M | 0.04% | +7,494 | New |
| Illinois Municipal Retirement Fund | 7,434 | $1.22M | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 7,239 | $1.19M | 0.10% | −29,712−80.4% | Reduced |
| Carl P. Sherr & Co., LLC | 7,182 | $1.18M | 0.80% | +2,546+54.9% | Added |
| Connable Office Inc | 7,054 | $1.16M | 0.16% | +26+0.4% | Added |
| Advisor Partners II, LLC | 6,933 | $1.14M | 0.05% | +4,083+143.3% | Added |
| Vinva Investment Management Ltd | 6,691 | $1.12M | 0.11% | +563+9.2% | Added |
| Partners in Financial Planning | 6,760 | $1.11M | 0.29% | 00.0% | Unchanged |
| Applied Capital LLC | 6,694 | $1.10M | 1.10% | +545+8.9% | Added |
| Panagora Asset Management Inc | 6,682 | $1.10M | 0.01% | +3,434+105.7% | Added |
| Dark Forest Capital Management LP | 6,668 | $1.10M | 0.09% | −61−0.9% | Reduced |
| Wolverine Trading, LLC | 6,273 | $1.03M | 0.01% | +6,273 | New |
| Badgley Phelps Wealth Managers, LLC | 6,235 | $1.03M | 0.03% | −55−0.9% | Reduced |
| Park Avenue Securities LLC | 6,230 | $1.02M | 0.02% | +6,230 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 6,000 | $986.8K | 0.01% | +6,000 | New |
| Fund Management at Engine No. 1 LLC | 5,993 | $985.7K | 0.16% | +1,077+21.9% | Added |
| Virtu Financial LLC | 5,886 | $968.0K | 0.10% | +5,886 | New |
| Lazard Asset Management LLC | 5,879 | $966.0K | 0.00% | −2,728−31.7% | Reduced |
| CIBC Private Wealth Group, LLC | 5,862 | $964.1K | 0.00% | −457−7.2% | Reduced |
| Sabal Trust CO | 5,857 | $963.3K | 0.06% | +5,857 | New |
| Empowered Funds, LLC | 5,833 | $959.4K | 0.03% | +388+7.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,770 | $949.0K | 0.04% | +340+6.3% | Added |
| Cetera Advisor Networks LLC | 5,738 | $943.6K | 0.01% | +698+13.8% | Added |
| Macquarie Group Ltd | 5,680 | $934.2K | 0.00% | +1,170+25.9% | Added |
| Parallax Volatility Advisers, L.P. | 5,591 | $919.6K | 0.03% | +5,591 | New |
| D.A. Davidson & Co. | 5,534 | $910.2K | 0.01% | −588−9.6% | Reduced |
| Yousif Capital Management, LLC | 5,527 | $909.0K | 0.01% | +24+0.4% | Added |
| Pathstone Family Office, LLC | 5,298 | $871.4K | 0.01% | +1,146+27.6% | Added |
| Personal Cfo Solutions, LLC | 5,291 | $870.4K | 0.17% | +270+5.4% | Added |
| Railway Pension Investments Ltd | 5,100 | $838.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 5,027 | $826.8K | 0.03% | +158+3.2% | Added |
| Lee Financial Co | 4,976 | $818.4K | 0.15% | +219+4.6% | Added |
| Ascent Group, LLC | 5,202 | $815.7K | 0.09% | +5,202 | New |
| Buckley Wealth Management, LLC | 4,942 | $812.8K | 0.30% | −1,421−22.3% | Reduced |
| Level Four Advisory Services, LLC | 4,936 | $811.7K | 0.05% | −3,647−42.5% | Reduced |
| Capstone Investment Advisors, LLC | 4,845 | $796.9K | 0.02% | +2,964+157.6% | Added |
| Mirabella Financial Services LLP | 4,768 | $784.2K | 0.11% | +4,768 | New |
| MetLife Investment Management | 4,558 | $749.7K | 0.01% | +6+0.1% | Added |
| Cannon Global Investment Management, LLC | 4,500 | $740.1K | 5.17% | −1,200−21.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,468 | $734.9K | 0.00% | −92,172−95.4% | Reduced |
| Roundview Capital LLC | 4,453 | $732.4K | 0.07% | 00.0% | Unchanged |
| Covenant Partners, LLC | 4,418 | $726.6K | 0.26% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 4,382 | $720.6K | 0.00% | +2,586+144.0% | Added |
| Tokio Marine Asset Management Co Ltd | 4,286 | $704.9K | 0.04% | +393+10.1% | Added |
| Weil Company, Inc. | 4,260 | $700.6K | 0.35% | −763−15.2% | Reduced |
| Regency Capital Management Inc. | 4,212 | $692.7K | 0.59% | +1,451+52.6% | Added |
| Riverwater Partners LLC | 4,117 | $677.1K | 0.62% | −230−5.3% | Reduced |
| Jump Financial, LLC | 4,000 | $657.9K | 0.02% | +4,000 | New |
| National Asset Management, Inc. | 3,966 | $652.2K | 0.02% | −56−1.4% | Reduced |
| Michael B. Yongue | 3,931 | $646.5K | 0.63% | −227−5.5% | Reduced |
| Machina Capital S.A.S. | 3,914 | $643.7K | 0.36% | −3,786−49.2% | Reduced |
| State of Michigan Retirement System | 3,900 | $641.4K | 0.00% | −1,000−20.4% | Reduced |
| Creative Planning | 3,891 | $640.0K | 0.00% | −48−1.2% | Reduced |
| Greenleaf Trust | 3,869 | $636.3K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,813 | $627.1K | 0.15% | −19−0.5% | Reduced |
| Mackenzie Financial Corp | 3,905 | $626.6K | 0.00% | −56−1.4% | Reduced |
| David Loasby | 3,789 | $613.3K | 0.07% | 00.0% | Unchanged |
| Cetera Investment Advisers | 3,703 | $609.0K | 0.01% | +1,361+58.1% | Added |
| Commonwealth Equity Services, LLC | 3,615 | $595.0K | 0.00% | −184−4.8% | Reduced |
| Dakota Wealth Management | 3,609 | $593.6K | 0.03% | −27−0.7% | Reduced |
| Balentine LLC | 3,601 | $592.3K | 0.02% | +20+0.6% | Added |
| Legacy Wealth Asset Management, LLC | 3,580 | $588.8K | 0.22% | −908−20.2% | Reduced |
| XTX Topco Ltd | 3,509 | $577.1K | 0.10% | +1,852+111.8% | Added |
| Capital Analysts, LLC | 3,434 | $565.0K | 0.03% | +3,434 | New |
| iA Global Asset Management Inc. | 3,427 | $564.0K | 0.01% | +126+3.8% | Added |
| Cipher Capital LP | 3,374 | $554.9K | 0.39% | −16,072−82.6% | Reduced |
| Signaturefd, LLC | 3,355 | $551.8K | 0.01% | +1,460+77.0% | Added |
| Resources Investment Advisors, LLC. | 3,300 | $542.8K | 0.01% | +10+0.3% | Added |
| Checchi Capital Advisers, LLC | 3,273 | $538.3K | 0.05% | −13−0.4% | Reduced |
| William Blair Investment Management, LLC | 3,222 | $533.2K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 3,186 | $524.0K | 0.03% | −25−0.8% | Reduced |
| Mission Wealth Management, LP | 3,149 | $518.0K | 0.02% | −111−3.4% | Reduced |
| Raymond James Trust N.A. | 3,146 | $517.4K | 0.02% | +530+20.3% | Added |
| Advisor OS, LLC | 3,068 | $504.6K | 0.08% | +488+18.9% | Added |
| Cetera Advisors LLC | 3,063 | $503.8K | 0.01% | +34+1.1% | Added |
| 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 |
| CIBC Asset Management Inc | 2,978 | $489.8K | 0.00% | −1,436−32.5% | Reduced |
| Capula Management Ltd | 2,920 | $480.3K | 0.03% | +1,260+75.9% | Added |
| Parnassus Investments | 2,867 | $471.5K | 0.00% | +2,867 | New |
| Beacon Harbor Wealth Advisors, Inc. | 2,824 | $464.0K | 0.15% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,815 | $463.0K | 0.23% | +2,815 | New |
| Blueprint Investment Partners LLC | 2,797 | $460.0K | 0.15% | −254−8.3% | Reduced |
| SkyView Investment Advisors, LLC | 2,788 | $459.0K | 0.19% | +118+4.4% | Added |
| Resurgent Financial Advisors LLC | 2,778 | $456.9K | 0.31% | +157+6.0% | Added |
| Balyasny Asset Management LLC | 2,767 | $455.1K | 0.00% | −216,647−98.7% | Reduced |
| Gladius Capital Management LP | 2,759 | $453.8K | 0.13% | +363+15.2% | Added |
| Oppenheimer & Co Inc | 2,747 | $451.8K | 0.01% | −18−0.7% | Reduced |
| Summit Trail Advisors, LLC | 2,661 | $437.7K | 0.02% | +568+27.1% | Added |
| TD Waterhouse Canada Inc. | 2,612 | $426.7K | 0.00% | +2,612 | New |
| KB Financial Partners, LLC | 2,545 | $419.0K | 0.12% | −3−0.1% | Reduced |
| Inspire Advisors, LLC | 2,531 | $416.3K | 0.07% | −164−6.1% | Reduced |