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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 34,818 | $6.72M | 0.02% | +26,764+332.3% | Added |
| Advisory Research Inc | 34,301 | $6.62M | 1.02% | +1,263+3.8% | Added |
| Atika Capital Management LLC | 34,300 | $6.62M | 0.94% | −1,700−4.7% | Reduced |
| M&T Bank Corp | 34,243 | $6.61M | 0.02% | −1,033−2.9% | Reduced |
| Oliver Luxxe Assets LLC | 34,134 | $6.59M | 1.55% | −116−0.3% | Reduced |
| RNC Capital Management LLC | 32,941 | $6.36M | 0.38% | +634+2.0% | Added |
| Gateway Investment Advisers LLC | 32,685 | $6.31M | 0.07% | +32,685 | New |
| HighTower Advisors, LLC | 30,931 | $6.00M | 0.01% | −944−3.0% | Reduced |
| Sycale Advisors (NY) LLC | 30,800 | $5.95M | 2.74% | +6,000+24.2% | Added |
| Coronation Fund Managers Ltd. | 30,720 | $5.93M | 0.17% | −2,999−8.9% | Reduced |
| GHP Investment Advisors, Inc. | 30,707 | $5.93M | 0.32% | +8,395+37.6% | Added |
| 1832 Asset Management L.P. | 30,617 | $5.91M | 0.01% | +30,617 | New |
| Hook Mill Capital Partners, LP | 30,574 | $5.90M | 1.56% | −21,204−41.0% | Reduced |
| Fiduciary Alliance LLC | 29,990 | $5.79M | 1.14% | +2,194+7.9% | Added |
| Gilder Gagnon Howe & Co LLC | 29,623 | $5.72M | 0.08% | −80−0.3% | Reduced |
| Guggenheim Capital LLC | 29,180 | $5.63M | 0.04% | −7,974−21.5% | Reduced |
| LPL Financial LLC | 28,506 | $5.50M | 0.00% | +350+1.2% | Added |
| Bank of Montreal | 28,209 | $5.45M | 0.00% | −10,727−27.6% | Reduced |
| Holocene Advisors, LP | 27,101 | $5.23M | 0.02% | +18,957+232.8% | Added |
| Tredje AP-fonden | 27,081 | $5.23M | 0.07% | −6,668−19.8% | Reduced |
| Westfield Capital Management Co LP | 27,058 | $5.22M | 0.03% | +5,900+27.9% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 26,968 | $5.21M | 0.24% | +783+3.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 26,751 | $5.16M | 0.48% | −15,201−36.2% | Reduced |
| Toronto Dominion Bank | 26,513 | $5.12M | 0.01% | −12,497−32.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 26,511 | $5.12M | 0.01% | +26,511 | New |
| Mount Yale Investment Advisors, LLC | 25,569 | $4.94M | 0.47% | −444−1.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 25,091 | $4.84M | 1.94% | +432+1.8% | Added |
| Empowered Funds, LLC | 24,817 | $4.79M | 0.12% | +18,984+325.5% | Added |
| Tabor Asset Management, LP | 24,721 | $4.77M | 2.24% | −15,965−39.2% | Reduced |
| Banque Cantonale Vaudoise | 24,482 | $4.73M | 0.21% | +10,027+69.4% | Added |
| Cumberland Partners Ltd | 27,765 | $4.72M | 0.43% | +3,865+16.2% | Added |
| English Capital Management LLC | 24,093 | $4.65M | 4.00% | +24,093 | New |
| Federation des caisses Desjardins du Quebec | 23,724 | $4.58M | 0.04% | +22,057+1,323.2% | Added |
| Nissay Asset Management Corp | 23,396 | $4.52M | 0.04% | +834+3.7% | Added |
| Segantii Capital Management Ltd | 22,500 | $4.34M | 0.25% | +22,500 | New |
| Armor Advisors, L.L.C. | 21,925 | $4.23M | 4.09% | −4,719−17.7% | Reduced |
| Assenagon Asset Management S.A. | 21,383 | $4.13M | 0.01% | +10,586+98.0% | Added |
| The PNC Financial Services Group, Inc. | 21,265 | $4.11M | 0.00% | −1,056−4.7% | Reduced |
| Crossmark Global Holdings, Inc. | 21,121 | $4.08M | 0.08% | −484−2.2% | Reduced |
| JustInvest LLC | 21,099 | $4.07M | 0.10% | +1,203+6.0% | Added |
| Vinva Investment Management Ltd | 20,408 | $3.94M | 0.27% | +13,717+205.0% | Added |
| Oppenheimer Asset Management Inc. | 20,247 | $3.91M | 0.05% | −153−0.8% | Reduced |
| Amalgamated Bank | 20,209 | $3.90M | 0.03% | −1,718−7.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 20,200 | $3.90M | 0.06% | −4,000−16.5% | Reduced |
| Saturna Capital CORP | 20,146 | $3.89M | 0.06% | +20,146 | New |
| Dai-Ichi Life Insurance Company, Ltd | 19,989 | $3.86M | 0.08% | +2,000+11.1% | Added |
| Wills Financial Group, Inc. | 19,935 | $3.85M | 1.94% | +612+3.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,680 | $3.80M | 0.01% | +2,046+11.6% | Added |
| Glenmede Trust Co NA | 19,653 | $3.79M | 0.02% | −2,279−10.4% | Reduced |
| Zacks Investment Management | 19,468 | $3.76M | 0.05% | +19,468 | New |
| Polar Asset Management Partners Inc. | 19,200 | $3.71M | 0.10% | −20,200−51.3% | Reduced |
| Intech Investment Management LLC | 19,073 | $3.68M | 0.05% | +6,579+52.7% | Added |
| Kinneret Advisory, LLC | 18,746 | $3.63M | 0.40% | +18,746 | New |
| AXA S.A. | 18,734 | $3.62M | 0.01% | −1,229−6.2% | Reduced |
| Edge Capital Group, LLC | 18,538 | $3.58M | 0.20% | +2,571+16.1% | Added |
| Nordea Investment Management AB | 18,276 | $3.53M | 0.00% | +581+3.3% | Added |
| Daiwa Securities Group Inc. | 18,221 | $3.52M | 0.02% | +913+5.3% | Added |
| Ethic Inc. | 18,065 | $3.49M | 0.10% | +3,350+22.8% | Added |
| Mariner, LLC | 17,659 | $3.41M | 0.01% | +2,684+17.9% | Added |
| Equitable Trust Co | 17,456 | $3.37M | 0.25% | −126−0.7% | Reduced |
| Quantinno Capital Management LP | 17,455 | $3.37M | 0.12% | +1,801+11.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,174 | $3.31M | 0.00% | +5,360+45.4% | Added |
| United Services Automobile Association | 17,074 | $3.28M | 0.07% | −29,781−63.6% | Reduced |
| Atria Investments LLC | 16,983 | $3.28M | 0.05% | +6,145+56.7% | Added |
| Principal Financial Group Inc | 16,956 | $3.27M | 0.00% | −22,222−56.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,932 | $3.27M | 0.04% | +40+0.2% | Added |
| Gulf International Bank (UK) Ltd | 16,781 | $3.24M | 0.09% | −1,960−10.5% | Reduced |
| Live Oak Private Wealth LLC | 16,641 | $3.21M | 0.60% | −114−0.7% | Reduced |
| Mawer Investment Management Ltd. | 16,436 | $3.17M | 0.02% | +16,436 | New |
| Wealthfront Advisers LLC | 16,421 | $3.17M | 0.01% | −345−2.1% | Reduced |
| Pathstone Holdings, LLC | 16,396 | $3.17M | 0.02% | +16,396 | New |
| D. E. Shaw & Co., Inc. | 16,379 | $3.16M | 0.00% | +5,077+44.9% | Added |
| Oregon Public Employees Retirement Fund | 16,309 | $3.15M | 0.06% | −13,700−45.7% | Reduced |
| Hunting Hill Global Capital, LLC | 16,193 | $3.13M | 2.36% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 15,796 | $3.05M | 0.01% | +1,379+9.6% | Added |
| Donoghue Forlines LLC | 15,259 | $2.95M | 0.92% | +7,292+91.5% | Added |
| Fred Alger Management, LLC | 15,068 | $2.91M | 0.02% | +15,068 | New |
| Caption Management, LLC | 15,000 | $2.90M | 0.31% | +15,000 | New |
| Nordwand Advisors, LLC | 14,769 | $2.85M | 0.75% | +46+0.3% | Added |
| Ostrum Asset Management | 14,544 | $2.80M | 0.24% | −18,530−56.0% | Reduced |
| Nisa Investment Advisors, LLC | 14,515 | $2.80M | 0.02% | +12,915+807.2% | Added |
| Simplex Trading, LLC | 14,452 | $2.79M | 0.09% | +13,838+2,253.7% | Added |
| Sandler Capital Management | 14,000 | $2.70M | 0.35% | +14,000 | New |
| Captrust Financial Advisors | 13,729 | $2.65M | 0.01% | +1,831+15.4% | Added |
| Bessemer Group Inc | 13,225 | $2.55M | 0.00% | +740+5.9% | Added |
| Clearbridge Investments, LLC | 13,070 | $2.52M | 0.00% | +2,841+27.8% | Added |
| Snowden Capital Advisors LLC | 12,641 | $2.44M | 0.09% | −566−4.3% | Reduced |
| Prudential Financial Inc | 12,488 | $2.41M | 0.00% | +4,992+66.6% | Added |
| SeaBridge Investment Advisors LLC | 12,273 | $2.37M | 0.69% | +1,851+17.8% | Added |
| Two Sigma Investments, LP | 12,000 | $2.32M | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,626 | $2.25M | 0.01% | +1,837+18.8% | Added |
| Mirabaud Asset Management Ltd | 11,572 | $2.23M | 0.96% | +11,572 | New |
| Utah Retirement Systems | 11,300 | $2.18M | 0.03% | +100+0.9% | Added |
| Summit Global Investments | 11,190 | $2.16M | 0.14% | +11,190 | New |
| Strategic Global Advisors, LLC | 11,148 | $2.15M | 0.49% | +11,148 | New |
| Vestcor Inc | 10,888 | $2.10M | 0.07% | −56−0.5% | Reduced |
| Desjardins Global Asset Management Inc. | 10,609 | $2.05M | 0.22% | +12+0.1% | Added |
| Prudential PLC | 10,525 | $2.03M | 0.02% | +93+0.9% | Added |
| Ossiam | 10,498 | $2.03M | 0.03% | +368+3.6% | Added |
| Cresset Asset Management, LLC | 10,229 | $1.98M | 0.01% | +405+4.1% | Added |