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 |
|---|---|---|---|---|---|
| Covestor Ltd | 104 | $17.0K | 0.01% | +104 | New |
| Sittner & Nelson, LLC | 100 | $16.4K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 89 | $14.6K | 0.00% | −115−56.4% | Reduced |
| Quarry LP | 78 | $12.8K | 0.01% | +55+239.1% | Added |
| Private Trust Co NA | 76 | $12.5K | 0.00% | −3−3.8% | Reduced |
| Bell Investment Advisors, Inc | 70 | $11.5K | 0.00% | +8+12.9% | Added |
| Engine Capital Management, LP | 63 | $10.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 63 | $10.4K | 0.00% | +63 | New |
| Quent Capital, LLC | 59 | $9.70K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 57 | $9.38K | 0.00% | +57 | New |
| Massmutual Trust Co FSB | 50 | $8.22K | 0.00% | +26+108.3% | Added |
| Steward Financial Group LLC | 54 | $8.00K | 0.00% | +54 | New |
| Assetmark, Inc | 42 | $6.91K | 0.00% | +28+200.0% | Added |
| Eagle Bay Advisors LLC | 41 | $6.74K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 42 | $6.31K | 0.00% | +12+40.0% | Added |
| HHM Wealth Advisors, LLC | 37 | $6.09K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 34 | $5.59K | 0.00% | +8+30.8% | Added |
| Capital Advisors, Ltd. LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $4.77K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $4.44K | 0.00% | −6−18.2% | Reduced |
| Earnest Partners LLC | 32 | $4.34K | 0.00% | +32 | New |
| AdvisorNet Financial, Inc | 25 | $4.11K | 0.00% | +10+66.7% | Added |
| Tradition Wealth Management, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 24 | $3.95K | 0.00% | +15+166.7% | Added |
| Farther Finance Advisors, LLC | 24 | $3.95K | 0.00% | +18+300.0% | Added |
| Venturi Wealth Management, LLC | 22 | $3.62K | 0.00% | +22 | New |
| VisionPoint Advisory Group, LLC | 18 | $2.96K | 0.00% | −13−41.9% | Reduced |
| Oakworth Capital, Inc. | 18 | $2.96K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 16 | $2.63K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 16 | $2.63K | 0.00% | +16 | New |
| First Manhattan Co | 16 | $2.63K | 0.00% | +16 | New |
| Crewe Advisors LLC | 15 | $2.47K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 14 | $2.30K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $2.14K | 0.00% | +1+8.3% | Added |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | +6+50.0% | Added |
| Avion Wealth | 17 | $2.00K | 0.00% | +7+70.0% | Added |
| Park Place Capital Corp | 12 | $1.97K | 0.00% | −275−95.8% | Reduced |
| SJS Investment Consulting Inc. | 12 | $1.97K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 11 | $1.81K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 10 | $1.65K | 0.00% | +10 | New |
| Sofos Investments, Inc. | 8 | $1.39K | 0.00% | +8 | New |
| McIlrath & Eck, LLC | 8 | $1.32K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $1.25K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 7 | $1.15K | 0.00% | +7 | New |
| Gradient Investments LLC | 6 | $987 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 5 | $822 | 0.00% | −4−44.4% | Reduced |
| Motco | 5 | $822 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2 | $335 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $329 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2 | $329 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $329 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 1 | $165 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 1 | $157 | 0.00% | +1 | New |
| M&G Investment Management Ltd | 425,815 | – | – | −6,376−1.5% | Reduced |
| Baader Bank INC | 6,500 | – | – | +6,500 | New |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,065,820−100.0% | Sold out |
| Empyrean Capital Partners, LP | 0 | $0 | 0.00% | −412,000−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −239,166−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −120,328−100.0% | Sold out |
| Border to Coast Pensions Partnership Ltd | 0 | $0 | 0.00% | −96,650−100.0% | Sold out |
| Clearfield Capital Management LP | 0 | $0 | 0.00% | −75,100−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Clear Sky Advisers, LLC | 0 | $0 | 0.00% | −64,000−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Loews Corp | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −56,713−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −38,700−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −16,800−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −14,367−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Marathon Partners Equity Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Sandbar Asset Management LLP | 0 | $0 | 0.00% | −8,269−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −7,749−100.0% | Sold out |
| Hawk Ridge Capital Management LP | 0 | $0 | 0.00% | −7,601−100.0% | Sold out |
| RVW Wealth, LLC | 0 | $0 | 0.00% | −3,365−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −3,230−100.0% | Sold out |
| Susquehanna International Securities, Ltd. | 0 | $0 | 0.00% | −3,076−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −2,901−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −2,864−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,317−100.0% | Sold out |
| Peachtree Investment Partners, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Astoria Portfolio Advisors LLC. | 0 | $0 | 0.00% | −1,654−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,628−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −812−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Credential Qtrade Securities Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| EA Series Trust | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |