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 |
|---|---|---|---|---|---|
| LGT Group Foundation | 1,130 | $217.7K | 0.00% | +1,130 | New |
| Essex Savings Bank | 1,115 | $215.3K | 0.06% | +1,115 | New |
| Fiera Capital Corp | 1,109 | $214.1K | 0.00% | −568−33.9% | Reduced |
| Aspire Private Capital, LLC | 1,095 | $211.4K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,098 | $211.0K | 0.00% | +1,080+6,000.0% | Added |
| Old National Bancorp | 1,082 | $208.9K | 0.01% | +1,082 | New |
| Blueprint Investment Partners LLC | 1,072 | $207.0K | 0.06% | −1,725−61.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,070 | $206.6K | 0.09% | +1,070 | New |
| Windsor Capital Management, LLC | 1,069 | $206.4K | 0.07% | +1,069 | New |
| Xcel Wealth Management, LLC | 1,055 | $203.7K | 0.07% | +1,055 | New |
| State of Wyoming | 1,049 | $202.5K | 0.04% | +122+13.2% | Added |
| Drive Wealth Management, LLC | 1,038 | $201.3K | 0.06% | +1,038 | New |
| SRS Capital Advisors, Inc. | 970 | $187.3K | 0.02% | +501+106.8% | Added |
| Natixis Investment Managers International | 969 | $186.3K | 0.01% | −11,797−92.4% | Reduced |
| Tower Research Capital LLC (TRC) | 833 | $160.8K | 0.00% | −966−53.7% | Reduced |
| National Bank of Canada | 797 | $150.3K | 0.00% | −7,947−90.9% | Reduced |
| CWM, LLC | 758 | $146.0K | 0.00% | +161+27.0% | Added |
| American National Bank | 735 | $141.9K | 0.02% | +735 | New |
| BDL Capital Management | 868 | $137.0K | 0.11% | +868 | New |
| Exane Asset Management | 694 | $133.3K | 0.11% | +694 | New |
| Global Retirement Partners, LLC | 701 | $130.5K | 0.01% | +71+11.3% | Added |
| Bokf, NA | 629 | $121.4K | 0.00% | +508+419.8% | Added |
| Mendota Financial Group, LLC | 594 | $114.7K | 0.09% | +594 | New |
| IFP Advisors, Inc | 547 | $105.6K | 0.00% | +3+0.6% | Added |
| Spartan Planning & Wealth Management | 542 | $104.6K | 0.11% | −1,598−74.7% | Reduced |
| Rosenberg Matthew Hamilton | 535 | $103.3K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 523 | $101.0K | 0.00% | −25−4.6% | Reduced |
| Hexagon Capital Partners LLC | 520 | $100.4K | 0.02% | +108+26.2% | Added |
| Headlands Technologies LLC | 502 | $96.9K | 0.03% | −2,313−82.2% | Reduced |
| Alta Advisers Ltd | 500 | $96.5K | 0.05% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 491 | $94.8K | 0.12% | +491 | New |
| Spire Wealth Management | 499 | $94.6K | 0.00% | −4,528−90.1% | Reduced |
| Assetmark, Inc | 475 | $91.7K | 0.00% | +433+1,031.0% | Added |
| Brown Brothers Harriman & Co | 402 | $77.6K | 0.00% | +339+538.1% | Added |
| Acadian Asset Management LLC | 402 | $77.0K | 0.00% | −45,097−99.1% | Reduced |
| First Horizon Advisors, Inc. | 392 | $75.7K | 0.00% | +52+15.3% | Added |
| Lindbrook Capital, LLC | 354 | $68.3K | 0.01% | +34+10.6% | Added |
| Covestor Ltd | 352 | $68.0K | 0.05% | +248+238.5% | Added |
| Whittier Trust Co | 318 | $61.4K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 312 | $60.2K | 0.00% | −149,509−99.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 296 | $57.0K | 0.00% | +296 | New |
| Proequities, Inc. | 291 | $56.2K | 0.00% | +13+4.7% | Added |
| Ronald Blue Trust, Inc. | 339 | $56.0K | 0.00% | +123+56.9% | Added |
| Park Place Capital Corp | 287 | $55.4K | 0.02% | +275+2,291.7% | Added |
| Avalon Trust Co | 257 | $49.6K | 0.00% | +257 | New |
| Fifth Third Bancorp | 196 | $37.8K | 0.00% | +28+16.7% | Added |
| Private Trust Co NA | 187 | $36.1K | 0.00% | +111+146.1% | Added |
| Advisory Services Network, LLC | 186 | $35.9K | 0.00% | +186 | New |
| Zions Bancorporation, N.A. | 180 | $34.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 178 | $34.4K | 0.00% | +18+11.3% | Added |
| Farther Finance Advisors, LLC | 172 | $33.2K | 0.00% | +148+616.7% | Added |
| JJJ Advisors Inc. | 163 | $31.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 159 | $30.7K | 0.01% | +159 | New |
| Steward Partners Investment Advisory, LLC | 158 | $30.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 156 | $30.1K | 0.00% | +156 | New |
| McGlone Suttner Wealth Management, Inc. | 150 | $29.0K | 0.01% | +150 | New |
| FinTrust Capital Advisors, LLC | 143 | $27.6K | 0.01% | +6+4.4% | Added |
| MV Capital Management, Inc. | 136 | $26.3K | 0.00% | +2+1.5% | Added |
| Walleye Trading LLC | 131 | $25.3K | 0.00% | +131 | New |
| Richardson Financial Services Inc. | 129 | $24.9K | 0.02% | +129 | New |
| TD Private Client Wealth LLC | 123 | $23.7K | 0.00% | +2+1.7% | Added |
| EdgeRock Capital LLC | 112 | $21.5K | 0.02% | +112 | New |
| South State Corp. | 110 | $21.2K | 0.00% | −111−50.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 109 | $21.0K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 104 | $20.0K | 0.01% | +104 | New |
| Sittner & Nelson, LLC | 100 | $19.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 99 | $19.1K | 0.01% | +21+26.9% | Added |
| BKM Wealth Management, LLC | 99 | $19.1K | 0.01% | +99 | New |
| Baldwin Brothers Inc | 97 | $18.7K | 0.00% | −701−87.8% | Reduced |
| Venturi Wealth Management, LLC | 85 | $16.4K | 0.00% | +63+286.4% | Added |
| Quent Capital, LLC | 83 | $16.0K | 0.00% | +24+40.7% | Added |
| Bell Investment Advisors, Inc | 66 | $12.7K | 0.00% | −4−5.7% | Reduced |
| Exchange Traded Concepts, LLC | 65 | $12.6K | 0.00% | −24−27.0% | Reduced |
| Engine Capital Management, LP | 63 | $12.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 61 | $11.8K | 0.00% | +27+79.4% | Added |
| Grove Bank & Trust | 57 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 54 | $10.4K | 0.01% | +54 | New |
| Heritage Wealth Advisors | 52 | $10.0K | 0.00% | −136−72.3% | Reduced |
| Carolinas Wealth Consulting LLC | 50 | $9.65K | 0.00% | +8+19.0% | Added |
| Private Wealth Management Group, LLC | 46 | $8.88K | 0.00% | +46 | New |
| Livelsberger Financial Advisory | 46 | $8.82K | 0.01% | +46 | New |
| Eagle Bay Advisors LLC | 41 | $7.92K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 39 | $7.53K | 0.00% | +39 | New |
| Criterion Capital Advisors, LLC | 38 | $7.34K | 0.01% | +38 | New |
| HHM Wealth Advisors, LLC | 37 | $7.14K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 36 | $6.95K | 0.01% | +36 | New |
| Pineridge Advisors LLC | 36 | $6.95K | 0.00% | +36 | New |
| JFS Wealth Advisors, LLC | 34 | $6.57K | 0.00% | +7+25.9% | Added |
| Massmutual Trust Co FSB | 33 | $6.37K | 0.00% | −17−34.0% | Reduced |
| AdvisorNet Financial, Inc | 32 | $6.18K | 0.00% | +7+28.0% | Added |
| Key Financial Inc | 29 | $5.60K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 28 | $5.41K | 0.01% | +28 | New |
| Capital Advisors, Ltd. LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 29 | $5.00K | 0.00% | +29 | New |
| Optiver Holding B.V. | 24 | $4.63K | 0.00% | −18,434−99.9% | Reduced |
| Parkside Financial Bank & Trust | 23 | $4.44K | 0.00% | −1−4.2% | Reduced |
| Oakworth Capital, Inc. | 18 | $3.48K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 16 | $3.09K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 16 | $3.09K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $3.09K | 0.00% | +3+23.1% | Added |