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 |
|---|---|---|---|---|---|
| Avestar Capital, LLC | 2,503 | $411.7K | 0.06% | −19−0.8% | Reduced |
| Phoenix Holdings Ltd. | 2,435 | $411.1K | 0.01% | +2,435 | New |
| LSV Asset Management | 2,500 | $411.0K | 0.00% | +2,500 | New |
| Manufacturers Life Insurance Company, The | 2,365 | $396.8K | 0.00% | −774−24.7% | Reduced |
| Federated Hermes, Inc. | 2,389 | $392.9K | 0.00% | +10.0% | Added |
| Knights of Columbus Asset Advisors LLC | 2,338 | $384.5K | 0.04% | +323+16.0% | Added |
| Yarbrough Capital, LLC | 2,333 | $383.7K | 0.02% | +2,333 | New |
| Argonautica Private Wealth Management, Inc | 2,331 | $383.3K | 0.17% | +13+0.6% | Added |
| Auxier Asset Management | 2,300 | $378.3K | 0.06% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,295 | $377.5K | 0.02% | +2+0.1% | Added |
| SPC Financial, Inc. | 2,185 | $359.4K | 0.04% | +400+22.4% | Added |
| Spartan Planning & Wealth Management | 2,140 | $352.0K | 0.41% | +2,140 | New |
| Symmetry Partners, LLC | 2,132 | $351.0K | 0.02% | +2,132 | New |
| Aigen Investment Management, LP | 2,127 | $349.8K | 0.07% | −40,374−95.0% | Reduced |
| Franklin Street Advisors Inc | 2,125 | $349.0K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,046 | $336.5K | 0.01% | +134+7.0% | Added |
| V-Square Quantitative Management LLC | 2,036 | $334.9K | 0.15% | +346+20.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 2,032 | $334.3K | 0.07% | −13−0.6% | Reduced |
| Saranac Partners Ltd | 2,943 | $328.3K | 0.18% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,987 | $326.8K | 0.01% | +31+1.6% | Added |
| Ci Investments Inc. | 1,963 | $323.0K | 0.00% | +1,389+242.0% | Added |
| Financial Advocates Investment Management | 1,943 | $319.6K | 0.02% | +68+3.6% | Added |
| Chicago Trust Co NA | 1,924 | $316.4K | 0.08% | +1,924 | New |
| Impact Partnership Wealth, LLC | 1,882 | $309.5K | 0.10% | +1,855+6,870.4% | Added |
| Coldstream Capital Management Inc | 1,880 | $309.2K | 0.01% | −24−1.3% | Reduced |
| Centaurus Financial, Inc. | 1,874 | $308.0K | 0.03% | +1,874 | New |
| American International Group, Inc. | 1,841 | $302.8K | 0.00% | −106−5.4% | Reduced |
| Parallel Advisors, LLC | 1,837 | $302.1K | 0.01% | +92+5.3% | Added |
| Cigna Investments Inc | 1,818 | $299.0K | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,799 | $295.9K | 0.01% | +1,529+566.3% | Added |
| Kestra Advisory Services, LLC | 1,794 | $295.1K | 0.00% | +291+19.4% | Added |
| BBR Partners, LLC | 1,793 | $294.9K | 0.03% | +1,793 | New |
| 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 |
| Scott Capital Advisors, LLC | 1,764 | $289.8K | 0.12% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 1,737 | $285.7K | 0.15% | +1,737 | New |
| Colonial River Wealth Management, LLC | 1,724 | $283.5K | 0.19% | −46−2.6% | Reduced |
| Legacy Advisors, LLC | 1,702 | $281.8K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 1,807 | $277.5K | 0.07% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,676 | $276.0K | 0.03% | +246+17.2% | Added |
| Fiera Capital Corp | 1,677 | $275.8K | 0.00% | +1,677 | New |
| Rathbone Brothers plc | 1,676 | $275.7K | 0.00% | +352+26.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,667 | $274.2K | 0.00% | +45+2.8% | Added |
| Regions Financial Corp | 1,661 | $273.2K | 0.00% | −122−6.8% | Reduced |
| Clarius Group, LLC | 1,658 | $272.9K | 0.03% | −2,722−62.1% | Reduced |
| Verdence Capital Advisors LLC | 1,657 | $272.5K | 0.03% | +223+15.6% | Added |
| Quadrant Capital Group LLC | 1,650 | $271.4K | 0.03% | +54+3.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,645 | $271.0K | 0.00% | +149+10.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,644 | $270.4K | 0.04% | +82+5.2% | Added |
| Driehaus Capital Management LLC | 1,643 | $270.2K | 0.00% | −1,475−47.3% | Reduced |
| Nisa Investment Advisors, LLC | 1,600 | $263.2K | 0.00% | +1,600 | New |
| BSW Wealth Partners | 1,591 | $261.6K | 0.06% | −233−12.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,563 | $257.1K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,551 | $255.1K | 0.01% | −1,339−46.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,502 | $247.0K | 0.03% | +130+9.5% | Added |
| Chico Wealth RIA | 1,499 | $246.5K | 0.29% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,433 | $235.7K | 0.02% | −19−1.3% | Reduced |
| Perigon Wealth Management, LLC | 1,402 | $230.6K | 0.01% | +38+2.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,377 | $226.5K | 0.00% | −645−31.9% | Reduced |
| DGS Capital Management, LLC | 1,367 | $224.8K | 0.11% | −52−3.7% | Reduced |
| Park National Corp | 1,366 | $224.7K | 0.01% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 1,353 | $222.6K | 0.10% | +6+0.4% | Added |
| Archer Investment Corp | 1,351 | $222.2K | 0.08% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 1,321 | $217.3K | 0.03% | +1,321 | New |
| Centiva Capital, LP | 1,312 | $215.8K | 0.01% | +1,312 | New |
| Financial Management Professionals, Inc. | 1,252 | $206.0K | 0.04% | +158+14.4% | Added |
| Moreno Evelyn V | 1,231 | $202.5K | 0.04% | +1,231 | New |
| Aspire Private Capital, LLC | 1,095 | $180.1K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 927 | $152.5K | 0.03% | −801−46.4% | Reduced |
| Baldwin Brothers Inc | 798 | $131.2K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 674 | $110.9K | 0.00% | +342+103.0% | Added |
| Global Retirement Partners, LLC | 630 | $101.9K | 0.01% | +5+0.8% | Added |
| Simplex Trading, LLC | 614 | $100.0K | 0.00% | +614 | New |
| CWM, LLC | 597 | $98.0K | 0.00% | +289+93.8% | Added |
| Umb Bank N A | 548 | $90.1K | 0.00% | −2−0.4% | Reduced |
| IFP Advisors, Inc | 544 | $89.5K | 0.00% | −216−28.4% | Reduced |
| Rosenberg Matthew Hamilton | 535 | $88.0K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $82.2K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 469 | $77.2K | 0.01% | +21+4.7% | Added |
| Hexagon Capital Partners LLC | 412 | $67.8K | 0.02% | −46−10.0% | Reduced |
| First Horizon Advisors, Inc. | 340 | $55.9K | 0.00% | +29+9.3% | Added |
| Lindbrook Capital, LLC | 320 | $52.6K | 0.01% | +192+150.0% | Added |
| Operose Advisors LLC | 320 | $52.6K | 0.02% | +320 | New |
| Whittier Trust Co | 318 | $52.3K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 284 | $46.7K | 0.01% | +284 | New |
| Proequities, Inc. | 278 | $45.7K | 0.00% | −10−3.5% | Reduced |
| South State Corp. | 221 | $36.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 216 | $34.0K | 0.00% | +54+33.3% | Added |
| Column Capital Advisors, LLC | 206 | $33.9K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 188 | $30.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 180 | $29.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 168 | $27.6K | 0.00% | −162−49.1% | Reduced |
| JJJ Advisors Inc. | 163 | $26.8K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 160 | $26.3K | 0.00% | +73+83.9% | Added |
| Steward Partners Investment Advisory, LLC | 158 | $26.0K | 0.00% | −18−10.2% | Reduced |
| FinTrust Capital Advisors, LLC | 137 | $22.5K | 0.01% | −9−6.2% | Reduced |
| MV Capital Management, Inc. | 134 | $22.0K | 0.00% | +26+24.1% | Added |
| TD Private Client Wealth LLC | 121 | $19.9K | 0.00% | −2−1.6% | Reduced |
| Bokf, NA | 121 | $18.2K | 0.00% | +31+34.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 109 | $17.9K | 0.00% | 00.0% | Unchanged |