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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 26,511 | $5.12M | 0.01% | +26,511 | New |
| Toronto Dominion Bank | 26,513 | $5.12M | 0.01% | −12,497−32.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,751 | $5.16M | 0.48% | −15,201−36.2% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 26,968 | $5.21M | 0.24% | +783+3.0% | Added |
| Westfield Capital Management Co LP | 27,058 | $5.22M | 0.03% | +5,900+27.9% | Added |
| Tredje AP-fonden | 27,081 | $5.23M | 0.07% | −6,668−19.8% | Reduced |
| Holocene Advisors, LP | 27,101 | $5.23M | 0.02% | +18,957+232.8% | Added |
| Bank of Montreal | 28,209 | $5.45M | 0.00% | −10,727−27.6% | Reduced |
| LPL Financial LLC | 28,506 | $5.50M | 0.00% | +350+1.2% | Added |
| Guggenheim Capital LLC | 29,180 | $5.63M | 0.04% | −7,974−21.5% | Reduced |
| Gilder Gagnon Howe & Co LLC | 29,623 | $5.72M | 0.08% | −80−0.3% | Reduced |
| Fiduciary Alliance LLC | 29,990 | $5.79M | 1.14% | +2,194+7.9% | Added |
| Hook Mill Capital Partners, LP | 30,574 | $5.90M | 1.56% | −21,204−41.0% | Reduced |
| 1832 Asset Management L.P. | 30,617 | $5.91M | 0.01% | +30,617 | New |
| GHP Investment Advisors, Inc. | 30,707 | $5.93M | 0.32% | +8,395+37.6% | Added |
| Coronation Fund Managers Ltd. | 30,720 | $5.93M | 0.17% | −2,999−8.9% | Reduced |
| Sycale Advisors (NY) LLC | 30,800 | $5.95M | 2.74% | +6,000+24.2% | Added |
| HighTower Advisors, LLC | 30,931 | $6.00M | 0.01% | −944−3.0% | Reduced |
| Gateway Investment Advisers LLC | 32,685 | $6.31M | 0.07% | +32,685 | New |
| RNC Capital Management LLC | 32,941 | $6.36M | 0.38% | +634+2.0% | Added |
| Oliver Luxxe Assets LLC | 34,134 | $6.59M | 1.55% | −116−0.3% | Reduced |
| M&T Bank Corp | 34,243 | $6.61M | 0.02% | −1,033−2.9% | Reduced |
| Atika Capital Management LLC | 34,300 | $6.62M | 0.94% | −1,700−4.7% | Reduced |
| Advisory Research Inc | 34,301 | $6.62M | 1.02% | +1,263+3.8% | Added |
| Mercer Global Advisors Inc | 34,818 | $6.72M | 0.02% | +26,764+332.3% | Added |
| SYSTM Wealth Solutions LLC | 35,521 | $6.86M | 0.95% | +4,170+13.3% | Added |
| Van Eck Associates Corp | 36,048 | $6.96M | 0.01% | +2,618+7.8% | Added |
| Canal Capital Management, LLC | 36,545 | $7.06M | 1.31% | +1,920+5.5% | Added |
| Laurion Capital Management LP | 36,995 | $7.14M | 0.26% | 00.0% | Unchanged |
| AE Wealth Management LLC | 39,244 | $7.37M | 0.04% | +24,880+173.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 38,500 | $7.43M | 0.08% | +32,500+541.7% | Added |
| Norwood Investment Partners, LP | 40,700 | $7.86M | 5.42% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 40,861 | $7.89M | 0.12% | +29,278+252.8% | Added |
| Great Lakes Advisors, LLC | 40,937 | $7.90M | 0.08% | +16,956+70.7% | Added |
| Davenport & Co LLC | 41,410 | $8.00M | 0.06% | −2,153−4.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 43,112 | $8.32M | 8.42% | −102,303−70.4% | Reduced |
| Advisor Group Holdings, Inc. | 43,670 | $8.44M | 0.01% | −11,205−20.4% | Reduced |
| Socorro Asset Management LP | 44,947 | $8.68M | 3.83% | −3,898−8.0% | Reduced |
| Silvant Capital Management LLC | 44,998 | $8.72M | 0.47% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 45,595 | $8.80M | 0.01% | −7,215−13.7% | Reduced |
| Woodline Partners LP | 47,209 | $9.11M | 0.10% | +47,209 | New |
| Sagefield Capital LP | 49,181 | $9.50M | 1.23% | −31,170−38.8% | Reduced |
| Harbor Advisors LLC | 50,190 | $9.65M | 1.84% | 00.0% | Unchanged |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 50,500 | $9.75M | 0.72% | −9,500−15.8% | Reduced |
| Nomura Asset Management Co Ltd | 52,643 | $10.2M | 0.04% | +1,263+2.5% | Added |
| Swiss Life Asset Management Ltd | 53,595 | $10.4M | 0.12% | −11,801−18.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 54,291 | $10.5M | 0.05% | −104,854−65.9% | Reduced |
| Duff & Phelps Investment Management Co | 55,000 | $10.6M | 0.13% | 00.0% | Unchanged |
| Arizona State Retirement System | 56,063 | $10.8M | 0.08% | +276+0.5% | Added |
| Silvercrest Asset Management Group LLC | 56,441 | $10.9M | 0.08% | −1,252−2.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 57,608 | $11.1M | 0.15% | −3,872−6.3% | Reduced |
| Interval Partners, LP | 57,905 | $11.2M | 0.49% | +57,905 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 59,985 | $11.6M | 0.02% | −41,815−41.1% | Reduced |
| Park West Asset Management LLC | 60,000 | $11.6M | 1.13% | −25,000−29.4% | Reduced |
| Jupiter Asset Management Ltd | 60,293 | $11.6M | 0.11% | +4,260+7.6% | Added |
| SEI Investments Co | 60,254 | $11.6M | 0.02% | −11,374−15.9% | Reduced |
| Lighthouse Investment Partners, LLC | 60,406 | $11.7M | 0.85% | +10,406+20.8% | Added |
| United Capital Financial Advisers, LLC | 60,710 | $11.7M | 0.10% | +1,212+2.0% | Added |
| Forsta Ap-Fonden | 61,800 | $11.9M | 0.12% | −7,600−11.0% | Reduced |
| Massachusetts Financial Services Co | 62,031 | $12.0M | 0.00% | −1,188−1.9% | Reduced |
| Blair William & Co | 62,289 | $12.0M | 0.04% | +11,572+22.8% | Added |
| Teacher Retirement System of Texas | 63,959 | $12.3M | 0.08% | +23,592+58.4% | Added |
| Perpetual Ltd | 64,120 | $12.4M | 0.13% | −29,599−31.6% | Reduced |
| Meeder Asset Management Inc | 65,943 | $12.7M | 0.99% | +16,870+34.4% | Added |
| HSBC Holdings PLC | 66,085 | $12.7M | 0.01% | −20,365−23.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 66,827 | $12.9M | 0.11% | +38,612+136.8% | Added |
| Neuberger Berman Group LLC | 69,738 | $13.5M | 0.01% | +8,764+14.4% | Added |
| Two Sigma Advisers, LP | 74,300 | $14.3M | 0.03% | +32,800+79.0% | Added |
| Investment Management Corp of Ontario | 74,373 | $14.4M | 0.35% | +29,314+65.1% | Added |
| Verition Fund Management LLC | 74,674 | $14.4M | 0.15% | +54,088+262.7% | Added |
| Loomis Sayles & Co L P | 75,215 | $14.5M | 0.02% | −27,106−26.5% | Reduced |
| Handelsbanken Fonder AB | 77,767 | $15.0M | 0.07% | +39,267+102.0% | Added |
| Kornitzer Capital Management Inc | 81,000 | $15.6M | 0.30% | 00.0% | Unchanged |
| Clio Asset Management LLC | 81,562 | $15.7M | 12.79% | −3,596−4.2% | Reduced |
| Canada Pension Plan Investment Board | 84,850 | $16.4M | 0.02% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 85,571 | $16.5M | 0.07% | −3,586−4.0% | Reduced |
| C WorldWide Group Holding A/S | 87,605 | $16.9M | 0.23% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 87,958 | $17.0M | 0.35% | −13,299−13.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 95,917 | $17.7M | 0.03% | +3,097+3.3% | Added |
| 2Xideas AG | 95,147 | $18.3M | 1.96% | +24,115+33.9% | Added |
| Treasurer of the State of North Carolina | 96,108 | $18.6M | 0.09% | +2,853+3.1% | Added |
| KBC Group NV | 102,106 | $19.7M | 0.07% | −36,225−26.2% | Reduced |
| State of Wisconsin Investment Board | 105,264 | $20.3M | 0.06% | −3,535−3.2% | Reduced |
| Voya Investment Management LLC | 106,467 | $20.5M | 0.02% | −15,100−12.4% | Reduced |
| Martingale Asset Management L P | 107,637 | $20.8M | 0.42% | +91,447+564.8% | Added |
| Janney Montgomery Scott LLC | 109,790 | $21.2M | 0.07% | +4,959+4.7% | Added |
| Rivermont Capital Management LP | 110,314 | $21.3M | 8.70% | −14,017−11.3% | Reduced |
| Stifel Financial Corp | 111,757 | $21.6M | 0.03% | +12,578+12.7% | Added |
| State of New Jersey Common Pension Fund D | 116,189 | $22.4M | 0.08% | 00.0% | Unchanged |
| Clough Capital Partners L P | 117,593 | $22.7M | 2.51% | +117,593 | New |
| Swedbank AB | 119,048 | $23.0M | 0.04% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 120,894 | $23.3M | 0.10% | −88,918−42.4% | Reduced |
| Russell Investments Group, Ltd. | 123,567 | $23.8M | 0.04% | +25,131+25.5% | Added |
| Trillium Asset Management, LLC | 125,841 | $24.2M | 0.66% | +78,380+165.1% | Added |
| Korea Investment CORP | 126,736 | $24.5M | 0.06% | +29,634+30.5% | Added |
| River Road Asset Management, LLC | 128,987 | $24.9M | 0.35% | −48,697−27.4% | Reduced |
| Thrivent Financial for Lutherans | 134,532 | $26.0M | 0.06% | −927−0.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 137,156 | $26.5M | 0.06% | −9,202−6.3% | Reduced |
| Susquehanna International Group, LLP | 142,824 | $27.6M | 0.05% | −57,109−28.6% | Reduced |
| Ensign Peak Advisors, Inc | 143,345 | $27.7M | 0.05% | +883+0.6% | Added |