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 |
|---|---|---|---|---|---|
| Boston Common Asset Management, LLC | 7,485 | $1.44M | 0.03% | −963−11.4% | Reduced |
| Davy Global Fund Management Ltd | 7,560 | $1.46M | 0.17% | +7,560 | New |
| Calamos Advisors LLC | 7,631 | $1.47M | 0.01% | −332−4.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,646 | $1.48M | 0.13% | −4,828−38.7% | Reduced |
| US Bancorp | 7,732 | $1.49M | 0.00% | −1,844−19.3% | Reduced |
| Metis Global Partners, LLC | 7,744 | $1.49M | 0.06% | −259−3.2% | Reduced |
| K.J. Harrison & Partners Inc | 7,800 | $1.51M | 0.26% | +7,800 | New |
| Park Avenue Securities LLC | 7,872 | $1.52M | 0.02% | +1,642+26.4% | Added |
| Sabal Trust CO | 7,900 | $1.53M | 0.09% | +2,043+34.9% | Added |
| STRS Ohio | 8,124 | $1.57M | 0.01% | −3,767−31.7% | Reduced |
| Vident Advisory, LLC | 8,142 | $1.57M | 0.04% | +648+8.6% | Added |
| Pearl River Capital, LLC | 8,495 | $1.64M | 0.26% | −11,289−57.1% | Reduced |
| FDx Advisors, Inc. | 8,504 | $1.64M | 0.13% | +1,265+17.5% | Added |
| Cary Street Partner Investment Advisory LLC | 8,576 | $1.66M | 0.08% | +166+2.0% | Added |
| Xponance, Inc. | 8,628 | $1.67M | 0.02% | −12−0.1% | Reduced |
| La Banque Postale Asset Management SA | 8,669 | $1.67M | 0.04% | −143−1.6% | Reduced |
| Brinker Capital Investments, LLC | 8,928 | $1.67M | 0.02% | −216−2.4% | Reduced |
| Orion Portfolio Solutions, LLC | 8,928 | $1.67M | 0.02% | −216−2.4% | Reduced |
| Edentree Asset Management Ltd | 9,000 | $1.73M | 0.54% | 00.0% | Unchanged |
| FJ Investments, LLC | 9,023 | $1.74M | 0.08% | +9,023 | New |
| TrimTabs Asset Management, LLC | 9,238 | $1.78M | 0.52% | +9,238 | New |
| S&CO Inc | 9,468 | $1.83M | 0.14% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 10,000 | $1.93M | 0.12% | +10,000 | New |
| Aventail Capital Group, LP | 10,000 | $1.93M | 0.16% | +10,000 | New |
| William Blair Investment Management, LLC | 10,204 | $1.96M | 0.01% | +6,982+216.7% | Added |
| Cresset Asset Management, LLC | 10,229 | $1.98M | 0.01% | +405+4.1% | Added |
| Ossiam | 10,498 | $2.03M | 0.03% | +368+3.6% | Added |
| Prudential PLC | 10,525 | $2.03M | 0.02% | +93+0.9% | Added |
| Desjardins Global Asset Management Inc. | 10,609 | $2.05M | 0.22% | +12+0.1% | Added |
| Vestcor Inc | 10,888 | $2.10M | 0.07% | −56−0.5% | Reduced |
| Strategic Global Advisors, LLC | 11,148 | $2.15M | 0.49% | +11,148 | New |
| Summit Global Investments | 11,190 | $2.16M | 0.14% | +11,190 | New |
| Utah Retirement Systems | 11,300 | $2.18M | 0.03% | +100+0.9% | Added |
| Mirabaud Asset Management Ltd | 11,572 | $2.23M | 0.96% | +11,572 | New |
| MML Investors Services, LLC | 11,626 | $2.25M | 0.01% | +1,837+18.8% | Added |
| Two Sigma Investments, LP | 12,000 | $2.32M | 0.01% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 12,273 | $2.37M | 0.69% | +1,851+17.8% | Added |
| Prudential Financial Inc | 12,488 | $2.41M | 0.00% | +4,992+66.6% | Added |
| Snowden Capital Advisors LLC | 12,641 | $2.44M | 0.09% | −566−4.3% | Reduced |
| Clearbridge Investments, LLC | 13,070 | $2.52M | 0.00% | +2,841+27.8% | Added |
| Bessemer Group Inc | 13,225 | $2.55M | 0.00% | +740+5.9% | Added |
| Captrust Financial Advisors | 13,729 | $2.65M | 0.01% | +1,831+15.4% | Added |
| Sandler Capital Management | 14,000 | $2.70M | 0.35% | +14,000 | New |
| Simplex Trading, LLC | 14,452 | $2.79M | 0.09% | +13,838+2,253.7% | Added |
| Nisa Investment Advisors, LLC | 14,515 | $2.80M | 0.02% | +12,915+807.2% | Added |
| Ostrum Asset Management | 14,544 | $2.80M | 0.24% | −18,530−56.0% | Reduced |
| Nordwand Advisors, LLC | 14,769 | $2.85M | 0.75% | +46+0.3% | Added |
| Caption Management, LLC | 15,000 | $2.90M | 0.31% | +15,000 | New |
| Fred Alger Management, LLC | 15,068 | $2.91M | 0.02% | +15,068 | New |
| Donoghue Forlines LLC | 15,259 | $2.95M | 0.92% | +7,292+91.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,796 | $3.05M | 0.01% | +1,379+9.6% | Added |
| Hunting Hill Global Capital, LLC | 16,193 | $3.13M | 2.36% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 16,309 | $3.15M | 0.06% | −13,700−45.7% | Reduced |
| D. E. Shaw & Co., Inc. | 16,379 | $3.16M | 0.00% | +5,077+44.9% | Added |
| Pathstone Holdings, LLC | 16,396 | $3.17M | 0.02% | +16,396 | New |
| Wealthfront Advisers LLC | 16,421 | $3.17M | 0.01% | −345−2.1% | Reduced |
| Mawer Investment Management Ltd. | 16,436 | $3.17M | 0.02% | +16,436 | New |
| Live Oak Private Wealth LLC | 16,641 | $3.21M | 0.60% | −114−0.7% | Reduced |
| Gulf International Bank (UK) Ltd | 16,781 | $3.24M | 0.09% | −1,960−10.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,932 | $3.27M | 0.04% | +40+0.2% | Added |
| Principal Financial Group Inc | 16,956 | $3.27M | 0.00% | −22,222−56.7% | Reduced |
| Atria Investments LLC | 16,983 | $3.28M | 0.05% | +6,145+56.7% | Added |
| United Services Automobile Association | 17,074 | $3.28M | 0.07% | −29,781−63.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,174 | $3.31M | 0.00% | +5,360+45.4% | Added |
| Quantinno Capital Management LP | 17,455 | $3.37M | 0.12% | +1,801+11.5% | Added |
| Equitable Trust Co | 17,456 | $3.37M | 0.25% | −126−0.7% | Reduced |
| Mariner, LLC | 17,659 | $3.41M | 0.01% | +2,684+17.9% | Added |
| Ethic Inc. | 18,065 | $3.49M | 0.10% | +3,350+22.8% | Added |
| Daiwa Securities Group Inc. | 18,221 | $3.52M | 0.02% | +913+5.3% | Added |
| Nordea Investment Management AB | 18,276 | $3.53M | 0.00% | +581+3.3% | Added |
| Edge Capital Group, LLC | 18,538 | $3.58M | 0.20% | +2,571+16.1% | Added |
| AXA S.A. | 18,734 | $3.62M | 0.01% | −1,229−6.2% | Reduced |
| Kinneret Advisory, LLC | 18,746 | $3.63M | 0.40% | +18,746 | New |
| Intech Investment Management LLC | 19,073 | $3.68M | 0.05% | +6,579+52.7% | Added |
| Polar Asset Management Partners Inc. | 19,200 | $3.71M | 0.10% | −20,200−51.3% | Reduced |
| Zacks Investment Management | 19,468 | $3.76M | 0.05% | +19,468 | New |
| Glenmede Trust Co NA | 19,653 | $3.79M | 0.02% | −2,279−10.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,680 | $3.80M | 0.01% | +2,046+11.6% | Added |
| Wills Financial Group, Inc. | 19,935 | $3.85M | 1.94% | +612+3.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 19,989 | $3.86M | 0.08% | +2,000+11.1% | Added |
| Saturna Capital CORP | 20,146 | $3.89M | 0.06% | +20,146 | New |
| Thompson Siegel & Walmsley LLC | 20,200 | $3.90M | 0.06% | −4,000−16.5% | Reduced |
| Amalgamated Bank | 20,209 | $3.90M | 0.03% | −1,718−7.8% | Reduced |
| Oppenheimer Asset Management Inc. | 20,247 | $3.91M | 0.05% | −153−0.8% | Reduced |
| Vinva Investment Management Ltd | 20,408 | $3.94M | 0.27% | +13,717+205.0% | Added |
| JustInvest LLC | 21,099 | $4.07M | 0.10% | +1,203+6.0% | Added |
| Crossmark Global Holdings, Inc. | 21,121 | $4.08M | 0.08% | −484−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 21,265 | $4.11M | 0.00% | −1,056−4.7% | Reduced |
| Assenagon Asset Management S.A. | 21,383 | $4.13M | 0.01% | +10,586+98.0% | Added |
| Armor Advisors, L.L.C. | 21,925 | $4.23M | 4.09% | −4,719−17.7% | Reduced |
| Segantii Capital Management Ltd | 22,500 | $4.34M | 0.25% | +22,500 | New |
| Nissay Asset Management Corp | 23,396 | $4.52M | 0.04% | +834+3.7% | Added |
| Federation des caisses Desjardins du Quebec | 23,724 | $4.58M | 0.04% | +22,057+1,323.2% | Added |
| English Capital Management LLC | 24,093 | $4.65M | 4.00% | +24,093 | New |
| Cumberland Partners Ltd | 27,765 | $4.72M | 0.43% | +3,865+16.2% | Added |
| Banque Cantonale Vaudoise | 24,482 | $4.73M | 0.21% | +10,027+69.4% | Added |
| Tabor Asset Management, LP | 24,721 | $4.77M | 2.24% | −15,965−39.2% | Reduced |
| Empowered Funds, LLC | 24,817 | $4.79M | 0.12% | +18,984+325.5% | Added |
| Westbourne Investment Advisors, Inc. | 25,091 | $4.84M | 1.94% | +432+1.8% | Added |
| Mount Yale Investment Advisors, LLC | 25,569 | $4.94M | 0.47% | −444−1.7% | Reduced |