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 |
|---|---|---|---|---|---|
| BayBridge Capital Group, LLC | 2,326 | $435.4K | 0.40% | +2,326 | New |
| Aigen Investment Management, LP | 2,257 | $435.8K | 0.08% | +130+6.1% | Added |
| Driehaus Capital Management LLC | 2,277 | $439.6K | 0.01% | +634+38.6% | Added |
| Chicago Trust Co NA | 2,290 | $442.1K | 0.10% | +366+19.0% | Added |
| Lombard Odier Asset Management (USA) Corp | 2,305 | $445.0K | 0.06% | +2,305 | New |
| Ritholtz Wealth Management | 2,330 | $449.9K | 0.02% | +35+1.5% | Added |
| Yarbrough Capital, LLC | 2,333 | $450.4K | 0.02% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 2,338 | $451.4K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 2,352 | $454.1K | 0.00% | −2,030−46.3% | Reduced |
| Phoenix Holdings Ltd. | 2,354 | $454.2K | 0.01% | −81−3.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,356 | $454.8K | 0.19% | +25+1.1% | Added |
| AdvisorShares Investments LLC | 2,432 | $469.5K | 0.11% | +2,432 | New |
| Petrus Trust Company, LTA | 2,439 | $470.9K | 0.04% | +2,439 | New |
| TD Waterhouse Canada Inc. | 2,575 | $480.7K | 0.00% | −37−1.4% | Reduced |
| LSV Asset Management | 2,500 | $483.0K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 2,530 | $488.5K | 0.31% | +2,530 | New |
| OneAscent Financial Services LLC | 2,535 | $489.0K | 0.06% | +2,535 | New |
| SPC Financial, Inc. | 2,535 | $489.4K | 0.05% | +350+16.0% | Added |
| Dark Forest Capital Management LP | 2,711 | $523.4K | 0.08% | −3,957−59.3% | Reduced |
| TownSquare Capital, LLC | 2,719 | $525.0K | 0.01% | +2,719 | New |
| Resurgent Financial Advisors LLC | 2,728 | $526.7K | 0.32% | −50−1.8% | Reduced |
| Federated Hermes, Inc. | 2,757 | $532.3K | 0.00% | +368+15.4% | Added |
| Clarius Group, LLC | 2,765 | $533.7K | 0.04% | +1,107+66.8% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 2,824 | $545.0K | 0.16% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,879 | $555.9K | 0.07% | −189−6.2% | Reduced |
| Balyasny Asset Management LLC | 2,913 | $562.4K | 0.00% | +146+5.3% | Added |
| Gladius Capital Management LP | 2,913 | $562.4K | 0.35% | +154+5.6% | Added |
| Saranac Partners Ltd | 2,943 | $566.6K | 0.37% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,977 | $574.8K | 0.02% | −989−24.9% | Reduced |
| Avestar Capital, LLC | 3,000 | $579.2K | 0.07% | +497+19.9% | Added |
| Parnassus Investments | 3,046 | $588.1K | 0.00% | +179+6.2% | Added |
| Mather Group, LLC. | 3,060 | $590.8K | 0.01% | +10+0.3% | Added |
| Oppenheimer & Co Inc | 3,085 | $595.6K | 0.01% | +338+12.3% | Added |
| Cetera Advisors LLC | 3,107 | $599.9K | 0.01% | +44+1.4% | Added |
| Inspire Advisors, LLC | 3,110 | $600.5K | 0.09% | +579+22.9% | Added |
| Summit Trail Advisors, LLC | 3,130 | $606.4K | 0.02% | +469+17.6% | Added |
| Wetherby Asset Management Inc | 3,191 | $616.1K | 0.03% | +5+0.2% | Added |
| Checchi Capital Advisers, LLC | 3,245 | $626.5K | 0.05% | −28−0.9% | Reduced |
| Moore Capital Management, LP | 3,250 | $627.5K | 0.02% | +3,250 | New |
| Mission Wealth Management, LP | 3,405 | $657.3K | 0.02% | +256+8.1% | Added |
| Capital Analysts, LLC | 3,429 | $662.0K | 0.03% | −5−0.1% | Reduced |
| New York Life Investment Management LLC | 3,440 | $664.2K | 0.01% | +3,440 | New |
| Ci Investments Inc. | 3,540 | $683.0K | 0.00% | +1,577+80.3% | Added |
| V-Square Quantitative Management LLC | 3,540 | $683.5K | 0.16% | +1,504+73.9% | Added |
| Signaturefd, LLC | 3,574 | $690.0K | 0.02% | +219+6.5% | Added |
| Legacy Wealth Asset Management, LLC | 3,577 | $690.6K | 0.23% | −3−0.1% | Reduced |
| Michael B. Yongue | 3,590 | $693.1K | 0.62% | −341−8.7% | Reduced |
| Capstone Investment Advisors, LLC | 3,600 | $695.1K | 0.01% | −1,245−25.7% | Reduced |
| Regions Financial Corp | 3,628 | $700.5K | 0.01% | +1,967+118.4% | Added |
| Dakota Wealth Management | 3,633 | $701.4K | 0.03% | +24+0.7% | Added |
| Greenleaf Trust | 3,772 | $728.3K | 0.01% | −97−2.5% | Reduced |
| David Loasby | 3,907 | $731.2K | 0.08% | +118+3.1% | Added |
| Dynamic Technology Lab Private Ltd | 3,789 | $732.0K | 0.08% | +3,789 | New |
| Balentine LLC | 3,805 | $734.7K | 0.02% | +204+5.7% | Added |
| Vise Technologies, Inc. | 3,811 | $735.8K | 0.16% | −2−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 3,858 | $744.9K | 0.01% | +558+16.9% | Added |
| State of Michigan Retirement System | 3,900 | $753.0K | 0.00% | 00.0% | Unchanged |
| Riverwater Partners LLC | 4,128 | $797.0K | 0.63% | +11+0.3% | Added |
| Williamson Legacy Group, LLC | 4,140 | $799.3K | 0.74% | +4,140 | New |
| Raymond James Trust N.A. | 4,149 | $801.0K | 0.02% | +1,003+31.9% | Added |
| PDT Partners, LLC | 4,245 | $819.6K | 0.09% | −26,509−86.2% | Reduced |
| Level Four Advisory Services, LLC | 4,267 | $823.8K | 0.05% | −669−13.6% | Reduced |
| XTX Topco Ltd | 4,302 | $830.6K | 0.18% | +793+22.6% | Added |
| Commonwealth Equity Services, LLC | 4,324 | $835.0K | 0.00% | +709+19.6% | Added |
| Weil Company, Inc. | 4,327 | $835.4K | 0.37% | +67+1.6% | Added |
| Covenant Partners, LLC | 4,418 | $853.0K | 0.27% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,423 | $853.9K | 0.00% | −1,439−24.5% | Reduced |
| MetLife Investment Management | 4,430 | $855.3K | 0.01% | −128−2.8% | Reduced |
| Regency Capital Management Inc. | 4,502 | $869.2K | 0.58% | +290+6.9% | Added |
| Principal Securities, Inc. | 4,613 | $890.6K | 0.03% | +4,613 | New |
| Tokio Marine Asset Management Co Ltd | 4,676 | $902.8K | 0.05% | +390+9.1% | Added |
| Axq Capital, LP | 4,701 | $907.6K | 0.24% | +4,701 | New |
| Bayesian Capital Management, LP | 4,800 | $926.7K | 0.10% | +4,800 | New |
| Cetera Investment Advisers | 4,819 | $930.4K | 0.01% | +1,116+30.1% | Added |
| Creative Planning | 4,842 | $935.1K | 0.00% | +951+24.4% | Added |
| Buckley Wealth Management, LLC | 4,901 | $946.2K | 0.33% | −41−0.8% | Reduced |
| Cipher Capital LP | 4,982 | $961.9K | 0.31% | +1,608+47.7% | Added |
| Personal Cfo Solutions, LLC | 5,052 | $975.4K | 0.17% | −239−4.5% | Reduced |
| Railway Pension Investments Ltd | 5,100 | $984.7K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,517 | $1.06M | 0.00% | −362−6.2% | Reduced |
| Yousif Capital Management, LLC | 5,651 | $1.09M | 0.01% | +124+2.2% | Added |
| CIBC World Markets Corp | 5,683 | $1.10M | 0.01% | +5,683 | New |
| Meiji Yasuda Asset Management Co Ltd. | 5,830 | $1.13M | 0.05% | +60+1.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 5,838 | $1.13M | 0.03% | −397−6.4% | Reduced |
| Machina Capital S.A.S. | 5,898 | $1.14M | 0.74% | +1,984+50.7% | Added |
| D.A. Davidson & Co. | 5,928 | $1.14M | 0.01% | +394+7.1% | Added |
| Roundview Capital LLC | 5,961 | $1.15M | 0.11% | +1,508+33.9% | Added |
| Toroso Investments, LLC | 6,169 | $1.19M | 0.03% | +6,169 | New |
| Ascent Group, LLC | 6,093 | $1.21M | 0.11% | +891+17.1% | Added |
| Lee Financial Co | 6,299 | $1.22M | 0.21% | +1,323+26.6% | Added |
| Baader Bank INC | 6,500 | $1.25M | 0.11% | 00.0% | Unchanged |
| Macquarie Group Ltd | 6,551 | $1.26M | 0.00% | +871+15.3% | Added |
| Panagora Asset Management Inc | 6,581 | $1.27M | 0.01% | −101−1.5% | Reduced |
| Handelsinvest Investeringsforvaltning | 6,639 | $1.28M | 0.52% | +6,639 | New |
| Partners in Financial Planning | 6,656 | $1.29M | 0.30% | −104−1.5% | Reduced |
| Cetera Advisor Networks LLC | 6,785 | $1.31M | 0.01% | +1,047+18.2% | Added |
| Applied Capital LLC | 6,913 | $1.33M | 1.23% | +219+3.3% | Added |
| Connable Office Inc | 7,054 | $1.36M | 0.16% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 7,201 | $1.39M | 0.84% | +19+0.3% | Added |
| Illinois Municipal Retirement Fund | 7,434 | $1.44M | 0.02% | 00.0% | Unchanged |