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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Ferguson Enterprises Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 417 | $91.1K | 0.01% | +63+17.8% | Added |
| Umb Bank N A | 433 | $94.6K | 0.00% | −90−17.2% | Reduced |
| Hilltop National Bank | 456 | $99.6K | 0.03% | +456 | New |
| LGT Financial Advisors LLC | 477 | $104.2K | 0.12% | −14−2.9% | Reduced |
| Smartleaf Asset Management LLC | 495 | $108.5K | 0.02% | +480+3,200.0% | Added |
| Alta Advisers Ltd | 500 | $109.2K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 535 | $116.2K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 536 | $117.1K | 0.03% | +16+3.1% | Added |
| Bokf, NA | 564 | $122.5K | 0.00% | −65−10.3% | Reduced |
| IFP Advisors, Inc | 566 | $123.6K | 0.01% | +19+3.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 764 | $166.9K | 0.01% | +655+600.9% | Added |
| Stephenson National Bank & Trust | 809 | $176.7K | 0.06% | +809 | New |
| Hantz Financial Services, Inc. | 854 | $187.0K | 0.00% | +854 | New |
| Atlas Capital Advisors LLC | 882 | $192.7K | 0.03% | +882 | New |
| Aspen Grove Capital, LLC | 923 | $202.3K | 0.06% | +923 | New |
| Wiley Bros.-Aintree Capital, LLC | 928 | $202.7K | 0.03% | +928 | New |
| CM Wealth Advisors LLC | 933 | $204.3K | 0.06% | +933 | New |
| Naples Global Advisors, LLC | 956 | $209.6K | 0.02% | +956 | New |
| SRS Capital Advisors, Inc. | 970 | $211.8K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 970 | $212.0K | 0.00% | +212+28.0% | Added |
| Waterloo Capital, L.P. | 978 | $213.6K | 0.03% | +978 | New |
| WSFS Capital Management, LLC | 983 | $214.7K | 0.01% | −269−21.5% | Reduced |
| Essex Savings Bank | 1,115 | $215.3K | 0.06% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 987 | $215.6K | 0.00% | +987 | New |
| Meeder Advisory Services, Inc. | 1,003 | $219.1K | 0.02% | +1,003 | New |
| Keel Point, LLC | 1,004 | $219.3K | 0.02% | −177−15.0% | Reduced |
| Whittier Trust Co | 1,006 | $219.7K | 0.00% | +688+216.4% | Added |
| Old National Bancorp | 1,013 | $221.3K | 0.01% | −69−6.4% | Reduced |
| GeoWealth Management, LLC | 1,046 | $228.5K | 0.01% | +1,046 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,070 | $233.7K | 0.10% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,090 | $238.1K | 0.01% | −71−6.1% | Reduced |
| Ieq Capital, LLC | 1,094 | $238.9K | 0.00% | +1,094 | New |
| Aspire Private Capital, LLC | 1,095 | $239.2K | 0.06% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,120 | $245.5K | 0.07% | +82+7.9% | Added |
| Proequities, Inc. | 1,123 | $246.2K | 0.02% | +832+285.9% | Added |
| LGT Group Foundation | 1,130 | $247.2K | 0.01% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 1,156 | $252.4K | 0.02% | +5+0.4% | Added |
| Great Diamond Partners, LLC | 1,156 | $252.5K | 0.06% | +14+1.2% | Added |
| Pinnacle Associates Ltd | 1,175 | $256.7K | 0.00% | +1,175 | New |
| West Family Investments, Inc. | 1,185 | $258.8K | 0.08% | +8+0.7% | Added |
| Simplicity Wealth,LLC | 1,192 | $260.4K | 0.01% | +1,192 | New |
| Bleakley Financial Group, LLC | 1,192 | $260.4K | 0.01% | +1,192 | New |
| Saranac Partners Ltd | 1,950 | $267.6K | 0.16% | −993−33.7% | Reduced |
| McDaniel Terry & Co | 1,226 | $268.0K | 0.02% | +1,226 | New |
| Principal Street Partners, LLC | 1,212 | $268.5K | 0.05% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 1,230 | $268.7K | 0.09% | +1,230 | New |
| Forum Financial Management, LP | 1,234 | $269.5K | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 1,248 | $272.6K | 0.03% | +1,248 | New |
| Essex Financial Services, Inc. | 1,266 | $276.6K | 0.03% | −40−3.1% | Reduced |
| Optiver Holding B.V. | 1,271 | $277.6K | 0.01% | +1,247+5,195.8% | Added |
| Bank of Nova Scotia | 1,284 | $280.5K | 0.00% | +21+1.7% | Added |
| Fukoku Mutual Life Insurance Co | 1,311 | $286.4K | 0.02% | 00.0% | Unchanged |
| Graypoint LLC | 1,312 | $286.6K | 0.02% | +45+3.6% | Added |
| Impact Partnership Wealth, LLC | 1,315 | $287.3K | 0.11% | +21+1.6% | Added |
| Phillips Wealth Planners LLC | 1,340 | $288.6K | 0.33% | +1,340 | New |
| Salomon & Ludwin, LLC | 1,323 | $289.0K | 0.02% | +1,323 | New |
| Park National Corp | 1,342 | $293.1K | 0.01% | −24−1.8% | Reduced |
| Archer Investment Corp | 1,351 | $295.1K | 0.09% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 1,353 | $295.6K | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,367 | $298.6K | 0.00% | −215−13.6% | Reduced |
| Family Wealth Group, LLC | 1,385 | $302.5K | 0.33% | −119−7.9% | Reduced |
| Fort, L.P. | 1,403 | $306.5K | 0.77% | +38+2.8% | Added |
| Granite Group Advisors, LLC | 1,422 | $310.6K | 0.21% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 1,436 | $314.7K | 0.01% | −38−2.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,460 | $318.9K | 0.01% | +1,460 | New |
| Teza Capital Management LLC | 1,478 | $322.8K | 0.04% | +1,478 | New |
| American Trust | 1,491 | $325.7K | 0.03% | −242−14.0% | Reduced |
| Chico Wealth RIA | 1,499 | $327.4K | 0.31% | 00.0% | Unchanged |
| First Hawaiian Bank | 1,503 | $328.3K | 0.01% | −3−0.2% | Reduced |
| Mayflower Financial Advisors, LLC | 1,508 | $329.4K | 0.06% | +1,508 | New |
| Two Sigma Securities, LLC | 1,526 | $333.3K | 0.02% | +1,526 | New |
| Keebeck Alpha, LP | 1,536 | $335.5K | 0.22% | +1,536 | New |
| State of Wyoming | 1,538 | $335.9K | 0.06% | +489+46.6% | Added |
| Spire Wealth Management | 1,545 | $337.5K | 0.01% | +1,046+209.6% | Added |
| Financial Management Professionals, Inc. | 1,565 | $342.0K | 0.05% | −35−2.2% | Reduced |
| Perigon Wealth Management, LLC | 1,568 | $342.5K | 0.01% | +55+3.6% | Added |
| Integrated Wealth Concepts LLC | 1,575 | $344.0K | 0.00% | −378−19.4% | Reduced |
| OneAscent Wealth Management LLC | 1,582 | $346.0K | 0.13% | −120−7.1% | Reduced |
| Legacy Advisors, LLC | 1,611 | $351.9K | 0.04% | −116−6.7% | Reduced |
| Quadrant Capital Group LLC | 1,624 | $354.8K | 0.03% | −3−0.2% | Reduced |
| Huntington National Bank | 1,626 | $355.7K | 0.00% | +270+19.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,632 | $356.5K | 0.05% | +12+0.7% | Added |
| Colonial River Wealth Management, LLC | 1,641 | $358.4K | 0.20% | −82−4.8% | Reduced |
| Verdence Capital Advisors LLC | 1,663 | $363.2K | 0.03% | +48+3.0% | Added |
| Scott Capital Advisors, LLC | 1,637 | $363.4K | 0.11% | −129−7.3% | Reduced |
| Prelude Capital Management, LLC | 1,673 | $365.4K | 0.03% | +1,673 | New |
| Wolverine Trading, LLC | 1,679 | $366.7K | 0.00% | +8+0.5% | Added |
| American International Group, Inc. | 1,776 | $387.9K | 0.00% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 1,783 | $389.5K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group Ltd. | 1,787 | $390.3K | 0.09% | +1,787 | New |
| Colonial Trust Co | 1,788 | $391.5K | 0.07% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 1,800 | $393.2K | 0.07% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,813 | $396.1K | 0.07% | +206+12.8% | Added |
| EverSource Wealth Advisors, LLC | 1,896 | $398.0K | 0.03% | +662+53.6% | Added |
| McKinley Capital Management LLC /Delaware | 1,823 | $398.2K | 0.05% | −24−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,838 | $401.0K | 0.00% | +134+7.9% | Added |
| Phoenix Holdings Ltd. | 1,903 | $414.5K | 0.01% | −451−19.2% | Reduced |
| Parallel Advisors, LLC | 1,952 | $426.4K | 0.01% | +95+5.1% | Added |
| Avestar Capital, LLC | 1,969 | $430.1K | 0.05% | −1,031−34.4% | Reduced |
| Transatlantique Private Wealth LLC | 1,975 | $431.4K | 0.19% | +238+13.7% | Added |