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, Q4 2023
Institutional positions in Ferguson Enterprises Inc. as of Dec 31, 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
- 627
- +80 vs. Q3 2023
- Shares held
- 164.6M
- +4.53M (+2.8%) vs. Q3 2023
- Total value
- $31.6B
- +$5.27B (+20.0%) vs. Q3 2023
- New holders
- 121
- 243 more added
- Sold out
- 41
- 201 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Ferguson Enterprises Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $193 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $387 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $387 | 0.00% | +2 | New |
| Baystate Wealth Management LLC | 2 | $394 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3 | $455 | 0.00% | +3 | New |
| Concord Wealth Partners | 4 | $772 | 0.00% | −10−71.4% | Reduced |
| Castleview Partners, LLC | 4 | $772 | 0.00% | −1−20.0% | Reduced |
| Sofos Investments, Inc. | 4 | $876 | 0.00% | −4−50.0% | Reduced |
| Motco | 5 | $965 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 6 | $1.16K | 0.00% | −12−66.7% | Reduced |
| Gradient Investments LLC | 6 | $1.16K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $1.16K | 0.00% | +6 | New |
| Abound Wealth Management | 8 | $1.47K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 8 | $1.54K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.54K | 0.00% | +6+300.0% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $1.74K | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 11 | $2.12K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $2.32K | 0.00% | +12 | New |
| Manchester Capital Management LLC | 13 | $2.51K | 0.00% | +12+1,200.0% | Added |
| SJS Investment Consulting Inc. | 14 | $2.70K | 0.00% | +2+16.7% | Added |
| Raleigh Capital Management Inc. | 14 | $2.70K | 0.00% | +14 | New |
| Smartleaf Asset Management LLC | 15 | $2.90K | 0.00% | +15 | New |
| Avion Wealth | 16 | $3.00K | 0.00% | −1−5.9% | Reduced |
| Valley National Advisers Inc | 20 | $3.00K | 0.00% | +20 | New |
| Oliver Lagore Vanvalin Investment Group | 16 | $3.09K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $3.09K | 0.00% | +3+23.1% | Added |
| Central Trust Co | 16 | $3.09K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 18 | $3.48K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 23 | $4.44K | 0.00% | −1−4.2% | Reduced |
| Optiver Holding B.V. | 24 | $4.63K | 0.00% | −18,434−99.9% | Reduced |
| Capital Advisors, Ltd. LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 29 | $5.00K | 0.00% | +29 | New |
| Abich Financial Wealth Management LLC | 28 | $5.41K | 0.01% | +28 | New |
| Key Financial Inc | 29 | $5.60K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 32 | $6.18K | 0.00% | +7+28.0% | Added |
| Massmutual Trust Co FSB | 33 | $6.37K | 0.00% | −17−34.0% | Reduced |
| JFS Wealth Advisors, LLC | 34 | $6.57K | 0.00% | +7+25.9% | Added |
| Bruce G. Allen Investments, LLC | 36 | $6.95K | 0.01% | +36 | New |
| Pineridge Advisors LLC | 36 | $6.95K | 0.00% | +36 | New |
| HHM Wealth Advisors, LLC | 37 | $7.14K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 38 | $7.34K | 0.01% | +38 | New |
| Kelly Financial Services LLC | 39 | $7.53K | 0.00% | +39 | New |
| Eagle Bay Advisors LLC | 41 | $7.92K | 0.01% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 46 | $8.82K | 0.01% | +46 | New |
| Private Wealth Management Group, LLC | 46 | $8.88K | 0.00% | +46 | New |
| Carolinas Wealth Consulting LLC | 50 | $9.65K | 0.00% | +8+19.0% | Added |
| Heritage Wealth Advisors | 52 | $10.0K | 0.00% | −136−72.3% | Reduced |
| Fortitude Family Office, LLC | 54 | $10.4K | 0.01% | +54 | New |
| Grove Bank & Trust | 57 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 61 | $11.8K | 0.00% | +27+79.4% | Added |
| Engine Capital Management, LP | 63 | $12.2K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 65 | $12.6K | 0.00% | −24−27.0% | Reduced |
| Bell Investment Advisors, Inc | 66 | $12.7K | 0.00% | −4−5.7% | Reduced |
| Quent Capital, LLC | 83 | $16.0K | 0.00% | +24+40.7% | Added |
| Venturi Wealth Management, LLC | 85 | $16.4K | 0.00% | +63+286.4% | Added |
| Baldwin Brothers Inc | 97 | $18.7K | 0.00% | −701−87.8% | Reduced |
| BKM Wealth Management, LLC | 99 | $19.1K | 0.01% | +99 | New |
| Quarry LP | 99 | $19.1K | 0.01% | +21+26.9% | Added |
| Sittner & Nelson, LLC | 100 | $19.3K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 104 | $20.0K | 0.01% | +104 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 109 | $21.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 110 | $21.2K | 0.00% | −111−50.2% | Reduced |
| EdgeRock Capital LLC | 112 | $21.5K | 0.02% | +112 | New |
| TD Private Client Wealth LLC | 123 | $23.7K | 0.00% | +2+1.7% | Added |
| Richardson Financial Services Inc. | 129 | $24.9K | 0.02% | +129 | New |
| Walleye Trading LLC | 131 | $25.3K | 0.00% | +131 | New |
| MV Capital Management, Inc. | 136 | $26.3K | 0.00% | +2+1.5% | Added |
| FinTrust Capital Advisors, LLC | 143 | $27.6K | 0.01% | +6+4.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 150 | $29.0K | 0.01% | +150 | New |
| Harbour Investments, Inc. | 156 | $30.1K | 0.00% | +156 | New |
| Steward Partners Investment Advisory, LLC | 158 | $30.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 159 | $30.7K | 0.01% | +159 | New |
| JJJ Advisors Inc. | 163 | $31.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 172 | $33.2K | 0.00% | +148+616.7% | Added |
| GWM Advisors LLC | 178 | $34.4K | 0.00% | +18+11.3% | Added |
| Zions Bancorporation, N.A. | 180 | $34.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 186 | $35.9K | 0.00% | +186 | New |
| Private Trust Co NA | 187 | $36.1K | 0.00% | +111+146.1% | Added |
| Fifth Third Bancorp | 196 | $37.8K | 0.00% | +28+16.7% | Added |
| Avalon Trust Co | 257 | $49.6K | 0.00% | +257 | New |
| Park Place Capital Corp | 287 | $55.4K | 0.02% | +275+2,291.7% | Added |
| Ronald Blue Trust, Inc. | 339 | $56.0K | 0.00% | +123+56.9% | Added |
| Proequities, Inc. | 291 | $56.2K | 0.00% | +13+4.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 296 | $57.0K | 0.00% | +296 | New |
| Cubist Systematic Strategies, LLC | 312 | $60.2K | 0.00% | −149,509−99.8% | Reduced |
| Whittier Trust Co | 318 | $61.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 352 | $68.0K | 0.05% | +248+238.5% | Added |
| Lindbrook Capital, LLC | 354 | $68.3K | 0.01% | +34+10.6% | Added |
| First Horizon Advisors, Inc. | 392 | $75.7K | 0.00% | +52+15.3% | Added |
| Acadian Asset Management LLC | 402 | $77.0K | 0.00% | −45,097−99.1% | Reduced |
| Brown Brothers Harriman & Co | 402 | $77.6K | 0.00% | +339+538.1% | Added |
| Assetmark, Inc | 475 | $91.7K | 0.00% | +433+1,031.0% | Added |
| Spire Wealth Management | 499 | $94.6K | 0.00% | −4,528−90.1% | Reduced |
| LGT Financial Advisors LLC | 491 | $94.8K | 0.12% | +491 | New |
| Alta Advisers Ltd | 500 | $96.5K | 0.05% | 00.0% | Unchanged |
| Headlands Technologies LLC | 502 | $96.9K | 0.03% | −2,313−82.2% | Reduced |
| Hexagon Capital Partners LLC | 520 | $100.4K | 0.02% | +108+26.2% | Added |
| Umb Bank N A | 523 | $101.0K | 0.00% | −25−4.6% | Reduced |
| Rosenberg Matthew Hamilton | 535 | $103.3K | 0.03% | 00.0% | Unchanged |