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 |
|---|---|---|---|---|---|
| Spartan Planning & Wealth Management | 542 | $104.6K | 0.11% | −1,598−74.7% | Reduced |
| IFP Advisors, Inc | 547 | $105.6K | 0.00% | +3+0.6% | Added |
| Mendota Financial Group, LLC | 594 | $114.7K | 0.09% | +594 | New |
| Bokf, NA | 629 | $121.4K | 0.00% | +508+419.8% | Added |
| Global Retirement Partners, LLC | 701 | $130.5K | 0.01% | +71+11.3% | Added |
| Exane Asset Management | 694 | $133.3K | 0.11% | +694 | New |
| BDL Capital Management | 868 | $137.0K | 0.11% | +868 | New |
| American National Bank | 735 | $141.9K | 0.02% | +735 | New |
| CWM, LLC | 758 | $146.0K | 0.00% | +161+27.0% | Added |
| National Bank of Canada | 797 | $150.3K | 0.00% | −7,947−90.9% | Reduced |
| Tower Research Capital LLC (TRC) | 833 | $160.8K | 0.00% | −966−53.7% | Reduced |
| Natixis Investment Managers International | 969 | $186.3K | 0.01% | −11,797−92.4% | Reduced |
| SRS Capital Advisors, Inc. | 970 | $187.3K | 0.02% | +501+106.8% | Added |
| Drive Wealth Management, LLC | 1,038 | $201.3K | 0.06% | +1,038 | New |
| State of Wyoming | 1,049 | $202.5K | 0.04% | +122+13.2% | Added |
| Xcel Wealth Management, LLC | 1,055 | $203.7K | 0.07% | +1,055 | New |
| Windsor Capital Management, LLC | 1,069 | $206.4K | 0.07% | +1,069 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,070 | $206.6K | 0.09% | +1,070 | New |
| Blueprint Investment Partners LLC | 1,072 | $207.0K | 0.06% | −1,725−61.7% | Reduced |
| Old National Bancorp | 1,082 | $208.9K | 0.01% | +1,082 | New |
| Penserra Capital Management LLC | 1,098 | $211.0K | 0.00% | +1,080+6,000.0% | Added |
| Aspire Private Capital, LLC | 1,095 | $211.4K | 0.06% | 00.0% | Unchanged |
| Fiera Capital Corp | 1,109 | $214.1K | 0.00% | −568−33.9% | Reduced |
| Essex Savings Bank | 1,115 | $215.3K | 0.06% | +1,115 | New |
| LGT Group Foundation | 1,130 | $217.7K | 0.00% | +1,130 | New |
| Great Diamond Partners, LLC | 1,142 | $220.5K | 0.05% | +1,142 | New |
| Cardiff Park Advisors, LLC | 1,151 | $222.2K | 0.02% | +1,151 | New |
| Carnegie Capital Asset Management, LLC | 1,161 | $224.2K | 0.01% | +1,161 | New |
| West Family Investments, Inc. | 1,177 | $227.2K | 0.08% | +1,177 | New |
| Keel Point, LLC | 1,181 | $228.0K | 0.03% | +1,181 | New |
| Principal Street Partners, LLC | 1,212 | $234.0K | 0.06% | +1,212 | New |
| Moreno Evelyn V | 1,231 | $237.7K | 0.11% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,234 | $238.2K | 0.00% | +1,234 | New |
| EverSource Wealth Advisors, LLC | 1,234 | $238.3K | 0.02% | −268−17.8% | Reduced |
| WSFS Capital Management, LLC | 1,252 | $241.7K | 0.02% | −181−12.6% | Reduced |
| Bank of Nova Scotia | 1,263 | $243.8K | 0.00% | −80,174−98.4% | Reduced |
| Graypoint LLC | 1,267 | $244.6K | 0.02% | +1,267 | New |
| Impact Partnership Wealth, LLC | 1,294 | $249.8K | 0.09% | −588−31.2% | Reduced |
| DGS Capital Management, LLC | 1,294 | $249.8K | 0.10% | −73−5.3% | Reduced |
| Values First Advisors, Inc. | 1,296 | $250.2K | 0.15% | +1,296 | New |
| Essex Financial Services, Inc. | 1,306 | $252.2K | 0.03% | +1,306 | New |
| Fukoku Mutual Life Insurance Co | 1,311 | $253.1K | 0.02% | −252−16.1% | Reduced |
| Curran Financial Partners, LLC | 1,353 | $253.1K | 0.10% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 1,336 | $257.9K | 0.11% | +1,336 | New |
| Corton Capital Inc. | 1,342 | $259.1K | 0.08% | +1,342 | New |
| Archer Investment Corp | 1,351 | $260.8K | 0.08% | 00.0% | Unchanged |
| Huntington National Bank | 1,356 | $261.8K | 0.00% | +682+101.2% | Added |
| Fort, L.P. | 1,365 | $263.5K | 0.65% | +1,365 | New |
| Park National Corp | 1,366 | $263.7K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,464 | $282.7K | 0.01% | −87−5.6% | Reduced |
| Granite Group Advisors, LLC | 1,422 | $282.8K | 0.20% | +1,422 | New |
| Lake Street Advisors Group, LLC | 1,474 | $285.8K | 0.01% | +1,474 | New |
| Rathbone Brothers plc | 1,481 | $285.9K | 0.00% | −195−11.6% | Reduced |
| Cerity Partners LLC | 1,483 | $286.3K | 0.00% | +1,483 | New |
| Chico Wealth RIA | 1,499 | $289.4K | 0.30% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 1,504 | $290.4K | 0.36% | +1,504 | New |
| First Hawaiian Bank | 1,506 | $290.8K | 0.01% | +1,506 | New |
| Perigon Wealth Management, LLC | 1,513 | $292.1K | 0.01% | +111+7.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,582 | $305.5K | 0.00% | +205+14.9% | Added |
| Financial Management Professionals, Inc. | 1,600 | $309.0K | 0.05% | +348+27.8% | Added |
| BSW Wealth Partners | 1,607 | $310.3K | 0.06% | +16+1.0% | Added |
| Verdence Capital Advisors LLC | 1,615 | $311.9K | 0.03% | −42−2.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,620 | $312.8K | 0.05% | −24−1.5% | Reduced |
| Quadrant Capital Group LLC | 1,627 | $314.1K | 0.03% | −23−1.4% | Reduced |
| Wintrust Investments LLC | 1,651 | $319.0K | 0.03% | −25−1.5% | Reduced |
| Wolverine Trading, LLC | 1,671 | $322.6K | 0.00% | −4,602−73.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,704 | $329.0K | 0.00% | +59+3.6% | Added |
| OneAscent Wealth Management LLC | 1,702 | $329.0K | 0.13% | +1,702 | New |
| B.O.S.S. Retirement Advisors, LLC | 1,705 | $329.2K | 0.06% | −327−16.1% | Reduced |
| Colonial River Wealth Management, LLC | 1,723 | $332.7K | 0.20% | −1−0.1% | Reduced |
| Legacy Advisors, LLC | 1,727 | $333.4K | 0.04% | +25+1.5% | Added |
| American Trust | 1,733 | $334.6K | 0.02% | −58−3.2% | Reduced |
| Transatlantique Private Wealth LLC | 1,737 | $335.4K | 0.16% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,815 | $341.0K | 0.09% | +1,815 | New |
| Scott Capital Advisors, LLC | 1,766 | $341.0K | 0.11% | +2+0.1% | Added |
| American International Group, Inc. | 1,776 | $342.9K | 0.00% | −65−3.5% | Reduced |
| Freestone Capital Holdings, LLC | 1,783 | $344.2K | 0.02% | −8−0.4% | Reduced |
| Waverton Investment Management Ltd | 1,786 | $344.8K | 0.01% | +1,786 | New |
| Colonial Trust Co | 1,788 | $345.3K | 0.07% | −19−1.1% | Reduced |
| Knollwood Investment Advisory, LLC | 1,800 | $347.5K | 0.07% | +1,800 | New |
| Centaurus Financial, Inc. | 1,802 | $348.0K | 0.03% | −72−3.8% | Reduced |
| Entropy Technologies, LP | 1,833 | $353.9K | 0.07% | +1,833 | New |
| McKinley Capital Management LLC /Delaware | 1,847 | $356.6K | 0.05% | +1,847 | New |
| Parallel Advisors, LLC | 1,857 | $358.5K | 0.01% | +20+1.1% | Added |
| Jump Financial, LLC | 1,900 | $366.8K | 0.01% | −2,100−52.5% | Reduced |
| Fiduciary Trust Co | 1,934 | $373.4K | 0.01% | +1,934 | New |
| Integrated Wealth Concepts LLC | 1,953 | $377.1K | 0.01% | −34−1.7% | Reduced |
| Coldstream Capital Management Inc | 1,989 | $384.0K | 0.01% | +109+5.8% | Added |
| Financial Advocates Investment Management | 1,995 | $385.2K | 0.03% | +52+2.7% | Added |
| Auxier Asset Management | 2,000 | $386.1K | 0.06% | −300−13.0% | Reduced |
| Kestra Advisory Services, LLC | 2,007 | $387.4K | 0.00% | +213+11.9% | Added |
| First Financial Bankshares Inc | 2,054 | $396.6K | 0.01% | +2,054 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,071 | $399.8K | 0.00% | −2,397−53.6% | Reduced |
| Franklin Street Advisors Inc | 2,125 | $410.0K | 0.03% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,140 | $413.2K | 0.07% | +2,140 | New |
| Capula Management Ltd | 2,159 | $416.8K | 0.03% | −761−26.1% | Reduced |
| Cigna Investments Inc | 2,174 | $420.0K | 0.09% | +356+19.6% | Added |
| CIBC Asset Management Inc | 2,206 | $425.9K | 0.00% | −772−25.9% | Reduced |
| Sequoia Financial Advisors, LLC | 2,220 | $428.6K | 0.01% | +174+8.5% | Added |
| Mesirow Financial Investment Management, Inc. | 2,253 | $435.0K | 0.02% | +2,253 | New |