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 |
|---|---|---|---|---|---|
| William Blair Investment Management, LLC | 10,204 | $1.96M | 0.01% | +6,982+216.7% | Added |
| 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 |
| S&CO Inc | 9,468 | $1.83M | 0.14% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 9,238 | $1.78M | 0.52% | +9,238 | New |
| FJ Investments, LLC | 9,023 | $1.74M | 0.08% | +9,023 | New |
| Edentree Asset Management Ltd | 9,000 | $1.73M | 0.54% | 00.0% | Unchanged |
| 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 |
| La Banque Postale Asset Management SA | 8,669 | $1.67M | 0.04% | −143−1.6% | Reduced |
| Xponance, Inc. | 8,628 | $1.67M | 0.02% | −12−0.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 8,576 | $1.66M | 0.08% | +166+2.0% | Added |
| FDx Advisors, Inc. | 8,504 | $1.64M | 0.13% | +1,265+17.5% | Added |
| Pearl River Capital, LLC | 8,495 | $1.64M | 0.26% | −11,289−57.1% | Reduced |
| Vident Advisory, LLC | 8,142 | $1.57M | 0.04% | +648+8.6% | Added |
| STRS Ohio | 8,124 | $1.57M | 0.01% | −3,767−31.7% | Reduced |
| Sabal Trust CO | 7,900 | $1.53M | 0.09% | +2,043+34.9% | Added |
| Park Avenue Securities LLC | 7,872 | $1.52M | 0.02% | +1,642+26.4% | Added |
| K.J. Harrison & Partners Inc | 7,800 | $1.51M | 0.26% | +7,800 | New |
| Metis Global Partners, LLC | 7,744 | $1.49M | 0.06% | −259−3.2% | Reduced |
| US Bancorp | 7,732 | $1.49M | 0.00% | −1,844−19.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,646 | $1.48M | 0.13% | −4,828−38.7% | Reduced |
| Calamos Advisors LLC | 7,631 | $1.47M | 0.01% | −332−4.2% | Reduced |
| Davy Global Fund Management Ltd | 7,560 | $1.46M | 0.17% | +7,560 | New |
| Boston Common Asset Management, LLC | 7,485 | $1.44M | 0.03% | −963−11.4% | Reduced |
| Illinois Municipal Retirement Fund | 7,434 | $1.44M | 0.02% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 7,201 | $1.39M | 0.84% | +19+0.3% | Added |
| Connable Office Inc | 7,054 | $1.36M | 0.16% | 00.0% | Unchanged |
| Applied Capital LLC | 6,913 | $1.33M | 1.23% | +219+3.3% | Added |
| Cetera Advisor Networks LLC | 6,785 | $1.31M | 0.01% | +1,047+18.2% | Added |
| Partners in Financial Planning | 6,656 | $1.29M | 0.30% | −104−1.5% | Reduced |
| Handelsinvest Investeringsforvaltning | 6,639 | $1.28M | 0.52% | +6,639 | New |
| Panagora Asset Management Inc | 6,581 | $1.27M | 0.01% | −101−1.5% | Reduced |
| Macquarie Group Ltd | 6,551 | $1.26M | 0.00% | +871+15.3% | Added |
| Baader Bank INC | 6,500 | $1.25M | 0.11% | 00.0% | Unchanged |
| Lee Financial Co | 6,299 | $1.22M | 0.21% | +1,323+26.6% | Added |
| Ascent Group, LLC | 6,093 | $1.21M | 0.11% | +891+17.1% | Added |
| Toroso Investments, LLC | 6,169 | $1.19M | 0.03% | +6,169 | New |
| Roundview Capital LLC | 5,961 | $1.15M | 0.11% | +1,508+33.9% | Added |
| D.A. Davidson & Co. | 5,928 | $1.14M | 0.01% | +394+7.1% | Added |
| Machina Capital S.A.S. | 5,898 | $1.14M | 0.74% | +1,984+50.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 5,838 | $1.13M | 0.03% | −397−6.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,830 | $1.13M | 0.05% | +60+1.0% | Added |
| CIBC World Markets Corp | 5,683 | $1.10M | 0.01% | +5,683 | New |
| Yousif Capital Management, LLC | 5,651 | $1.09M | 0.01% | +124+2.2% | Added |
| Lazard Asset Management LLC | 5,517 | $1.06M | 0.00% | −362−6.2% | Reduced |
| Railway Pension Investments Ltd | 5,100 | $984.7K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,052 | $975.4K | 0.17% | −239−4.5% | Reduced |
| Cipher Capital LP | 4,982 | $961.9K | 0.31% | +1,608+47.7% | Added |
| Buckley Wealth Management, LLC | 4,901 | $946.2K | 0.33% | −41−0.8% | Reduced |
| Creative Planning | 4,842 | $935.1K | 0.00% | +951+24.4% | Added |
| Cetera Investment Advisers | 4,819 | $930.4K | 0.01% | +1,116+30.1% | Added |
| Bayesian Capital Management, LP | 4,800 | $926.7K | 0.10% | +4,800 | New |
| Axq Capital, LP | 4,701 | $907.6K | 0.24% | +4,701 | New |
| Tokio Marine Asset Management Co Ltd | 4,676 | $902.8K | 0.05% | +390+9.1% | Added |
| Principal Securities, Inc. | 4,613 | $890.6K | 0.03% | +4,613 | New |
| Regency Capital Management Inc. | 4,502 | $869.2K | 0.58% | +290+6.9% | Added |
| MetLife Investment Management | 4,430 | $855.3K | 0.01% | −128−2.8% | Reduced |
| CIBC Private Wealth Group, LLC | 4,423 | $853.9K | 0.00% | −1,439−24.5% | Reduced |
| Covenant Partners, LLC | 4,418 | $853.0K | 0.27% | 00.0% | Unchanged |
| Weil Company, Inc. | 4,327 | $835.4K | 0.37% | +67+1.6% | Added |
| Commonwealth Equity Services, LLC | 4,324 | $835.0K | 0.00% | +709+19.6% | Added |
| XTX Topco Ltd | 4,302 | $830.6K | 0.18% | +793+22.6% | Added |
| Level Four Advisory Services, LLC | 4,267 | $823.8K | 0.05% | −669−13.6% | Reduced |
| PDT Partners, LLC | 4,245 | $819.6K | 0.09% | −26,509−86.2% | Reduced |
| Raymond James Trust N.A. | 4,149 | $801.0K | 0.02% | +1,003+31.9% | Added |
| Williamson Legacy Group, LLC | 4,140 | $799.3K | 0.74% | +4,140 | New |
| Riverwater Partners LLC | 4,128 | $797.0K | 0.63% | +11+0.3% | Added |
| State of Michigan Retirement System | 3,900 | $753.0K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,858 | $744.9K | 0.01% | +558+16.9% | Added |
| Vise Technologies, Inc. | 3,811 | $735.8K | 0.16% | −2−0.1% | Reduced |
| Balentine LLC | 3,805 | $734.7K | 0.02% | +204+5.7% | Added |
| Dynamic Technology Lab Private Ltd | 3,789 | $732.0K | 0.08% | +3,789 | New |
| David Loasby | 3,907 | $731.2K | 0.08% | +118+3.1% | Added |
| Greenleaf Trust | 3,772 | $728.3K | 0.01% | −97−2.5% | Reduced |
| Dakota Wealth Management | 3,633 | $701.4K | 0.03% | +24+0.7% | Added |
| Regions Financial Corp | 3,628 | $700.5K | 0.01% | +1,967+118.4% | Added |
| Capstone Investment Advisors, LLC | 3,600 | $695.1K | 0.01% | −1,245−25.7% | Reduced |
| Michael B. Yongue | 3,590 | $693.1K | 0.62% | −341−8.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,577 | $690.6K | 0.23% | −3−0.1% | Reduced |
| Signaturefd, LLC | 3,574 | $690.0K | 0.02% | +219+6.5% | Added |
| V-Square Quantitative Management LLC | 3,540 | $683.5K | 0.16% | +1,504+73.9% | Added |
| Ci Investments Inc. | 3,540 | $683.0K | 0.00% | +1,577+80.3% | Added |
| New York Life Investment Management LLC | 3,440 | $664.2K | 0.01% | +3,440 | New |
| Capital Analysts, LLC | 3,429 | $662.0K | 0.03% | −5−0.1% | Reduced |
| Mission Wealth Management, LP | 3,405 | $657.3K | 0.02% | +256+8.1% | Added |
| Moore Capital Management, LP | 3,250 | $627.5K | 0.02% | +3,250 | New |
| Checchi Capital Advisers, LLC | 3,245 | $626.5K | 0.05% | −28−0.9% | Reduced |
| Wetherby Asset Management Inc | 3,191 | $616.1K | 0.03% | +5+0.2% | Added |
| Summit Trail Advisors, LLC | 3,130 | $606.4K | 0.02% | +469+17.6% | Added |
| Inspire Advisors, LLC | 3,110 | $600.5K | 0.09% | +579+22.9% | Added |
| Cetera Advisors LLC | 3,107 | $599.9K | 0.01% | +44+1.4% | Added |
| Oppenheimer & Co Inc | 3,085 | $595.6K | 0.01% | +338+12.3% | Added |
| Mather Group, LLC. | 3,060 | $590.8K | 0.01% | +10+0.3% | Added |
| Parnassus Investments | 3,046 | $588.1K | 0.00% | +179+6.2% | Added |
| Avestar Capital, LLC | 3,000 | $579.2K | 0.07% | +497+19.9% | Added |
| National Asset Management, Inc. | 2,977 | $574.8K | 0.02% | −989−24.9% | Reduced |
| Saranac Partners Ltd | 2,943 | $566.6K | 0.37% | 00.0% | Unchanged |
| 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 |