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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 2,879 | $555.9K | 0.07% | −189−6.2% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 2,824 | $545.0K | 0.16% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,765 | $533.7K | 0.04% | +1,107+66.8% | Added |
| Federated Hermes, Inc. | 2,757 | $532.3K | 0.00% | +368+15.4% | Added |
| Resurgent Financial Advisors LLC | 2,728 | $526.7K | 0.32% | −50−1.8% | Reduced |
| TownSquare Capital, LLC | 2,719 | $525.0K | 0.01% | +2,719 | New |
| Dark Forest Capital Management LP | 2,711 | $523.4K | 0.08% | −3,957−59.3% | Reduced |
| SPC Financial, Inc. | 2,535 | $489.4K | 0.05% | +350+16.0% | Added |
| OneAscent Financial Services LLC | 2,535 | $489.0K | 0.06% | +2,535 | New |
| Custom Index Systems, LLC | 2,530 | $488.5K | 0.31% | +2,530 | New |
| LSV Asset Management | 2,500 | $483.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,575 | $480.7K | 0.00% | −37−1.4% | Reduced |
| Petrus Trust Company, LTA | 2,439 | $470.9K | 0.04% | +2,439 | New |
| AdvisorShares Investments LLC | 2,432 | $469.5K | 0.11% | +2,432 | New |
| Argonautica Private Wealth Management, Inc | 2,356 | $454.8K | 0.19% | +25+1.1% | Added |
| Phoenix Holdings Ltd. | 2,354 | $454.2K | 0.01% | −81−3.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,352 | $454.1K | 0.00% | −2,030−46.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 2,338 | $451.4K | 0.03% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 2,333 | $450.4K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,330 | $449.9K | 0.02% | +35+1.5% | Added |
| Lombard Odier Asset Management (USA) Corp | 2,305 | $445.0K | 0.06% | +2,305 | New |
| Chicago Trust Co NA | 2,290 | $442.1K | 0.10% | +366+19.0% | Added |
| Driehaus Capital Management LLC | 2,277 | $439.6K | 0.01% | +634+38.6% | Added |
| Aigen Investment Management, LP | 2,257 | $435.8K | 0.08% | +130+6.1% | Added |
| BayBridge Capital Group, LLC | 2,326 | $435.4K | 0.40% | +2,326 | New |
| Mesirow Financial Investment Management, Inc. | 2,253 | $435.0K | 0.02% | +2,253 | New |
| Sequoia Financial Advisors, LLC | 2,220 | $428.6K | 0.01% | +174+8.5% | Added |
| CIBC Asset Management Inc | 2,206 | $425.9K | 0.00% | −772−25.9% | Reduced |
| Cigna Investments Inc | 2,174 | $420.0K | 0.09% | +356+19.6% | Added |
| Capula Management Ltd | 2,159 | $416.8K | 0.03% | −761−26.1% | Reduced |
| Qtron Investments LLC | 2,140 | $413.2K | 0.07% | +2,140 | New |
| Franklin Street Advisors Inc | 2,125 | $410.0K | 0.03% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,071 | $399.8K | 0.00% | −2,397−53.6% | Reduced |
| First Financial Bankshares Inc | 2,054 | $396.6K | 0.01% | +2,054 | New |
| Kestra Advisory Services, LLC | 2,007 | $387.4K | 0.00% | +213+11.9% | Added |
| Auxier Asset Management | 2,000 | $386.1K | 0.06% | −300−13.0% | Reduced |
| Financial Advocates Investment Management | 1,995 | $385.2K | 0.03% | +52+2.7% | Added |
| Coldstream Capital Management Inc | 1,989 | $384.0K | 0.01% | +109+5.8% | Added |
| Integrated Wealth Concepts LLC | 1,953 | $377.1K | 0.01% | −34−1.7% | Reduced |
| Fiduciary Trust Co | 1,934 | $373.4K | 0.01% | +1,934 | New |
| Jump Financial, LLC | 1,900 | $366.8K | 0.01% | −2,100−52.5% | Reduced |
| Parallel Advisors, LLC | 1,857 | $358.5K | 0.01% | +20+1.1% | Added |
| McKinley Capital Management LLC /Delaware | 1,847 | $356.6K | 0.05% | +1,847 | New |
| Entropy Technologies, LP | 1,833 | $353.9K | 0.07% | +1,833 | New |
| Centaurus Financial, Inc. | 1,802 | $348.0K | 0.03% | −72−3.8% | Reduced |
| Knollwood Investment Advisory, LLC | 1,800 | $347.5K | 0.07% | +1,800 | New |
| Colonial Trust Co | 1,788 | $345.3K | 0.07% | −19−1.1% | Reduced |
| Waverton Investment Management Ltd | 1,786 | $344.8K | 0.01% | +1,786 | New |
| Freestone Capital Holdings, LLC | 1,783 | $344.2K | 0.02% | −8−0.4% | Reduced |
| American International Group, Inc. | 1,776 | $342.9K | 0.00% | −65−3.5% | Reduced |
| Scott Capital Advisors, LLC | 1,766 | $341.0K | 0.11% | +2+0.1% | Added |
| GAMMA Investing LLC | 1,815 | $341.0K | 0.09% | +1,815 | New |
| Transatlantique Private Wealth LLC | 1,737 | $335.4K | 0.16% | 00.0% | Unchanged |
| American Trust | 1,733 | $334.6K | 0.02% | −58−3.2% | Reduced |
| Legacy Advisors, LLC | 1,727 | $333.4K | 0.04% | +25+1.5% | Added |
| Colonial River Wealth Management, LLC | 1,723 | $332.7K | 0.20% | −1−0.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 1,705 | $329.2K | 0.06% | −327−16.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,704 | $329.0K | 0.00% | +59+3.6% | Added |
| OneAscent Wealth Management LLC | 1,702 | $329.0K | 0.13% | +1,702 | New |
| Wolverine Trading, LLC | 1,671 | $322.6K | 0.00% | −4,602−73.4% | Reduced |
| Wintrust Investments LLC | 1,651 | $319.0K | 0.03% | −25−1.5% | Reduced |
| Quadrant Capital Group LLC | 1,627 | $314.1K | 0.03% | −23−1.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,620 | $312.8K | 0.05% | −24−1.5% | Reduced |
| Verdence Capital Advisors LLC | 1,615 | $311.9K | 0.03% | −42−2.5% | Reduced |
| BSW Wealth Partners | 1,607 | $310.3K | 0.06% | +16+1.0% | Added |
| Financial Management Professionals, Inc. | 1,600 | $309.0K | 0.05% | +348+27.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,582 | $305.5K | 0.00% | +205+14.9% | Added |
| Perigon Wealth Management, LLC | 1,513 | $292.1K | 0.01% | +111+7.9% | Added |
| First Hawaiian Bank | 1,506 | $290.8K | 0.01% | +1,506 | New |
| Family Wealth Group, LLC | 1,504 | $290.4K | 0.36% | +1,504 | New |
| Chico Wealth RIA | 1,499 | $289.4K | 0.30% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,483 | $286.3K | 0.00% | +1,483 | New |
| Rathbone Brothers plc | 1,481 | $285.9K | 0.00% | −195−11.6% | Reduced |
| Lake Street Advisors Group, LLC | 1,474 | $285.8K | 0.01% | +1,474 | New |
| Granite Group Advisors, LLC | 1,422 | $282.8K | 0.20% | +1,422 | New |
| Advisors Asset Management, Inc. | 1,464 | $282.7K | 0.01% | −87−5.6% | Reduced |
| Park National Corp | 1,366 | $263.7K | 0.01% | 00.0% | Unchanged |
| Fort, L.P. | 1,365 | $263.5K | 0.65% | +1,365 | New |
| Huntington National Bank | 1,356 | $261.8K | 0.00% | +682+101.2% | Added |
| Archer Investment Corp | 1,351 | $260.8K | 0.08% | 00.0% | Unchanged |
| Corton Capital Inc. | 1,342 | $259.1K | 0.08% | +1,342 | New |
| Fiduciary Family Office, LLC | 1,336 | $257.9K | 0.11% | +1,336 | New |
| Curran Financial Partners, LLC | 1,353 | $253.1K | 0.10% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 1,311 | $253.1K | 0.02% | −252−16.1% | Reduced |
| Essex Financial Services, Inc. | 1,306 | $252.2K | 0.03% | +1,306 | New |
| Values First Advisors, Inc. | 1,296 | $250.2K | 0.15% | +1,296 | New |
| Impact Partnership Wealth, LLC | 1,294 | $249.8K | 0.09% | −588−31.2% | Reduced |
| DGS Capital Management, LLC | 1,294 | $249.8K | 0.10% | −73−5.3% | Reduced |
| Graypoint LLC | 1,267 | $244.6K | 0.02% | +1,267 | New |
| Bank of Nova Scotia | 1,263 | $243.8K | 0.00% | −80,174−98.4% | Reduced |
| WSFS Capital Management, LLC | 1,252 | $241.7K | 0.02% | −181−12.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,234 | $238.3K | 0.02% | −268−17.8% | Reduced |
| Forum Financial Management, LP | 1,234 | $238.2K | 0.00% | +1,234 | New |
| Moreno Evelyn V | 1,231 | $237.7K | 0.11% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 1,212 | $234.0K | 0.06% | +1,212 | New |
| Keel Point, LLC | 1,181 | $228.0K | 0.03% | +1,181 | New |
| West Family Investments, Inc. | 1,177 | $227.2K | 0.08% | +1,177 | New |
| Carnegie Capital Asset Management, LLC | 1,161 | $224.2K | 0.01% | +1,161 | New |
| Cardiff Park Advisors, LLC | 1,151 | $222.2K | 0.02% | +1,151 | New |
| Great Diamond Partners, LLC | 1,142 | $220.5K | 0.05% | +1,142 | New |