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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, Q1 2024

Institutional positions in Ferguson Enterprises Inc. as of Mar 31, 2024. 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
656
+36 vs. Q4 2023
Shares held
165.1M
+912.6K (+0.6%) vs. Q4 2023
Total value
$35.8B
+$4.31B (+13.7%) vs. Q4 2023
New holders
92
262 more added
Sold out
56
231 more reduced

7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 656 institutions
Q1 2021: 179 institutionsQ2 2021: 210 institutionsQ3 2021: 212 institutionsQ4 2021: 255 institutionsQ1 2022: 288 institutionsQ2 2022: 317 institutionsQ3 2022: 339 institutionsQ4 2022: 436 institutionsQ1 2023: 472 institutionsQ2 2023: 519 institutionsQ3 2023: 555 institutionsQ4 2023: 627 institutionsQ1 2024: 656 institutionsQ2 2024: 655 institutionsQ3 2024: 709 institutionsQ4 2024: 709 institutionsQ1 2025: 715 institutionsQ2 2025: 785 institutionsQ3 2025: 885 institutionsQ4 2025: 908 institutionsQ1 2026: 936 institutionsQ2 2026: 951 institutions
Value heldQ1 2024: $35.8B
Q1 2021: $10.5BQ2 2021: $11.4BQ3 2021: $11.7BQ4 2021: $15.2BQ1 2022: $12.4BQ2 2022: $11.0BQ3 2022: $11.7BQ4 2022: $20.0BQ1 2023: $20.7BQ2 2023: $25.7BQ3 2023: $26.4BQ4 2023: $31.6BQ1 2024: $35.8BQ2 2024: $31.5BQ3 2024: $33.5BQ4 2024: $30.7BQ1 2025: $28.9BQ2 2025: $39.7BQ3 2025: $39.9BQ4 2025: $40.2BQ1 2026: $42.5BQ2 2026: $44.3B
Institutions holding FERG and their total value by quarter
QuarterHoldersValue
Q2 2026951$44.3B
Q1 2026936$42.5B
Q4 2025908$40.2B
Q3 2025885$39.9B
Q2 2025785$39.7B
Q1 2025715$28.9B
Q4 2024709$30.7B
Q3 2024709$33.5B
Q2 2024655$31.5B
Q1 2024656$35.8B
Q4 2023627$31.6B
Q3 2023555$26.4B
Q2 2023519$25.7B
Q1 2023472$20.7B
Q4 2022436$20.0B
Q3 2022339$11.7B
Q2 2022317$11.0B
Q1 2022288$12.4B
Q4 2021255$15.2B
Q3 2021212$11.7B
Q2 2021210$11.4B
Q1 2021179$10.5B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Ferguson Enterprises Inc.; share changes are against Q4 2023.

Institutions holding FERG in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Markets LLC2$00.00%+2New
Rakuten Securities, Inc.1$2180.00%+1New
TFC Financial Management1$2190.00%+1New
Beaird Harris Wealth Management, LLC2$4370.00%00.0%Unchanged
TD Capital Management LLC2$4370.00%+2New
Castleview Partners, LLC3$6550.00%−1−25.0%Reduced
Johnson Financial Group, Inc.3$6580.00%00.0%Unchanged
Concord Wealth Partners4$8740.00%00.0%Unchanged
Nemes Rush Group LLC4$8740.00%+4New
True Wealth Design, LLC5$1.09K0.00%+3+150.0%Added
Kayne Anderson Rudnick Investment Management LLC6$1.31K0.00%−2−25.0%Reduced
Larson Financial Group LLC6$1.31K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC6$1.31K0.00%00.0%Unchanged
McIlrath & Eck, LLC8$1.75K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC8$1.75K0.00%+8New
First PREMIER Bank8$2.00K0.00%+8New
Abound Wealth Management9$2.07K0.00%+1+12.5%Added
Sofos Investments, Inc.9$2.16K0.00%+5+125.0%Added
Cornerstone Planning Group LLC11$2.39K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.11$2.40K0.00%+2+22.2%Added
Cullen/Frost Bankers, Inc.11$2.40K0.00%+11New
WR Wealth Planners, LLC11$2.40K0.00%+11New
Continuum Advisory, LLC11$2.43K0.00%+11New
Institutional & Family Asset Management, LLC12$2.62K0.00%+12New
WealthCollab, LLC12$2.62K0.00%00.0%Unchanged
Penserra Capital Management LLC18$3.00K0.00%−1,080−98.4%Reduced
Central Trust Co16$3.50K0.00%00.0%Unchanged
Versant Capital Management, Inc16$3.50K0.00%00.0%Unchanged
SJS Investment Consulting Inc.16$3.50K0.00%+2+14.3%Added
Washington Trust Advisors, Inc.16$3.60K0.00%+16New
Oakworth Capital, Inc.18$3.93K0.00%00.0%Unchanged
Altshuler Shaham Ltd18$3.93K0.00%+18New
Valley National Advisers Inc21$4.00K0.00%+1+5.0%Added
AdvisorNet Financial, Inc20$4.37K0.00%−12−37.5%Reduced
Manchester Capital Management LLC22$4.81K0.00%+9+69.2%Added
Avion Wealth20$5.00K0.00%+4+25.0%Added
Creekmur Asset Management LLC23$5.02K0.00%+23New
Group One Trading, L.P.24$5.24K0.00%+24New
LRI Investments, LLC25$5.46K0.00%+25New
Pineridge Advisors LLC26$5.70K0.00%−10−27.8%Reduced
NBC Securities, Inc.29$6.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.27$6.00K0.00%+20+285.7%Added
Citizens National Bank Trust Department28$6.12K0.00%+28New
RFP Financial Group LLC28$6.12K0.00%+28New
Key Financial Inc29$6.33K0.00%00.0%Unchanged
Parkside Financial Bank & Trust31$6.77K0.00%+8+34.8%Added
Capital Advisors, Ltd. LLC30$7.00K0.00%+2+7.1%Added
Abich Financial Wealth Management LLC35$7.64K0.01%+7+25.0%Added
Bruce G. Allen Investments, LLC36$7.86K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC37$8.08K0.00%00.0%Unchanged
Criterion Capital Advisors, LLC38$8.30K0.01%00.0%Unchanged
Godsey & Gibb Associates39$8.52K0.00%+39New
Massmutual Trust Co FSB43$9.39K0.00%+10+30.3%Added
Private Wealth Management Group, LLC46$10.0K0.00%00.0%Unchanged
Heritage Wealth Advisors52$11.4K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC53$11.6K0.02%+53New
Fortitude Family Office, LLC54$11.8K0.01%00.0%Unchanged
Retirement Group, LLC54$11.8K0.00%+54New
Grove Bank & Trust57$12.5K0.00%00.0%Unchanged
Eagle Bay Advisors LLC58$12.7K0.01%+17+41.5%Added
Engine Capital Management, LP63$13.8K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC63$13.8K0.00%+13+26.0%Added
Jones Financial Companies LLLP69$15.1K0.00%+69New
Bell Investment Advisors, Inc70$15.3K0.00%+4+6.1%Added
Allworth Financial LP79$17.3K0.00%+18+29.5%Added
Quent Capital, LLC83$18.1K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO90$19.7K0.01%+90New
Quarry LP99$21.6K0.01%00.0%Unchanged
Baldwin Brothers Inc99$21.6K0.00%+2+2.1%Added
Sittner & Nelson, LLC100$21.8K0.01%00.0%Unchanged
Kelly Financial Services LLC104$22.7K0.01%+65+166.7%Added
Covestor Ltd105$23.0K0.01%−247−70.2%Reduced
South State Corp.110$24.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC111$24.2K0.00%+77+226.5%Added
Exchange Traded Concepts, LLC121$26.4K0.00%+56+86.2%Added
Wetzel Investment Advisors, Inc.127$26.6K0.02%+23+22.1%Added
Venturi Wealth Management, LLC136$29.7K0.00%+51+60.0%Added
Credit Agricole S A142$29.8K0.00%+142New
Walleye Trading LLC138$30.1K0.00%+7+5.3%Added
MV Capital Management, Inc.138$30.1K0.00%+2+1.5%Added
GWM Advisors LLC138$30.2K0.00%−40−22.5%Reduced
Private Trust Co NA154$33.6K0.00%−33−17.6%Reduced
Harbour Investments, Inc.156$34.1K0.00%00.0%Unchanged
CVA Family Office, LLC161$35.2K0.01%+2+1.3%Added
Zions Bancorporation, N.A.166$36.3K0.00%−14−7.8%Reduced
FinTrust Capital Advisors, LLC167$36.5K0.01%+24+16.8%Added
Ronald Blue Trust, Inc.173$37.8K0.00%−166−49.0%Reduced
TD Private Client Wealth LLC188$41.1K0.00%+65+52.8%Added
JJJ Advisors Inc.190$41.5K0.01%+27+16.6%Added
Assetmark, Inc192$41.9K0.00%−283−59.6%Reduced
Farther Finance Advisors, LLC203$44.1K0.00%+31+18.0%Added
MCF Advisors LLC214$47.0K0.00%+214New
Avalon Trust Co257$56.1K0.00%00.0%Unchanged
Fifth Third Bancorp266$58.1K0.00%+70+35.7%Added
Steward Partners Investment Advisory, LLC270$59.0K0.00%+112+70.9%Added
Park Place Capital Corp287$62.7K0.02%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.303$66.0K0.00%+7+2.4%Added
Harvest Fund Management Co., Ltd338$74.0K0.01%+338New
Brown Brothers Harriman & Co388$84.8K0.00%−14−3.5%Reduced
First Horizon Advisors, Inc.404$88.2K0.00%+12+3.1%Added