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 |
|---|---|---|---|---|---|
| Donoghue Forlines LLC | 3,198 | $698.5K | 0.20% | −12,061−79.0% | Reduced |
| Inspire Advisors, LLC | 3,155 | $689.1K | 0.10% | +45+1.4% | Added |
| Oppenheimer & Co Inc | 3,142 | $686.3K | 0.01% | +57+1.8% | Added |
| Wetherby Asset Management Inc | 3,112 | $679.8K | 0.03% | −79−2.5% | Reduced |
| V-Square Quantitative Management LLC | 3,090 | $674.9K | 0.11% | −450−12.7% | Reduced |
| National Asset Management, Inc. | 3,966 | $652.2K | 0.02% | +989+33.2% | Added |
| Vinva Investment Management Ltd | 2,979 | $650.7K | 0.04% | −17,429−85.4% | Reduced |
| Chicago Capital, LLC | 2,957 | $645.9K | 0.02% | +2,957 | New |
| Advisor OS, LLC | 2,890 | $631.3K | 0.07% | +11+0.4% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 2,824 | $617.0K | 0.16% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 2,820 | $616.1K | 0.00% | +468+19.9% | Added |
| SPC Financial, Inc. | 2,785 | $608.3K | 0.06% | +250+9.9% | Added |
| MQS Management LLC | 2,762 | $603.3K | 0.35% | +2,762 | New |
| TD Waterhouse Canada Inc. | 2,739 | $594.7K | 0.00% | +164+6.4% | Added |
| Mather Group, LLC. | 3,061 | $591.0K | 0.01% | +10.0% | Added |
| TownSquare Capital, LLC | 2,672 | $583.6K | 0.01% | −47−1.7% | Reduced |
| Checchi Capital Advisers, LLC | 2,608 | $569.7K | 0.04% | −637−19.6% | Reduced |
| OneAscent Financial Services LLC | 2,584 | $565.0K | 0.06% | +49+1.9% | Added |
| Principal Securities, Inc. | 2,573 | $562.0K | 0.02% | −2,040−44.2% | Reduced |
| Weil Company, Inc. | 2,564 | $560.0K | 0.22% | −1,763−40.7% | Reduced |
| Simplex Trading, LLC | 2,544 | $555.0K | 0.02% | −11,908−82.4% | Reduced |
| Clarius Group, LLC | 2,519 | $550.3K | 0.04% | −246−8.9% | Reduced |
| David Loasby | 2,472 | $548.9K | 0.06% | −1,435−36.7% | Reduced |
| LSV Asset Management | 2,500 | $546.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 2,492 | $544.3K | 0.07% | +1,757+239.0% | Added |
| Ritholtz Wealth Management | 2,465 | $538.5K | 0.02% | +135+5.8% | Added |
| Chicago Trust Co NA | 2,422 | $529.0K | 0.11% | +132+5.8% | Added |
| DGS Capital Management, LLC | 2,368 | $517.2K | 0.15% | +1,074+83.0% | Added |
| Merit Financial Group, LLC | 2,372 | $515.1K | 0.01% | +2,372 | New |
| Walleye Capital LLC | 2,339 | $510.9K | 0.01% | +2,339 | New |
| Yarbrough Capital, LLC | 2,333 | $509.6K | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,321 | $507.0K | 0.01% | +101+4.5% | Added |
| Mesirow Financial Investment Management, Inc. | 2,279 | $497.8K | 0.01% | +26+1.2% | Added |
| Driehaus Capital Management LLC | 2,277 | $497.4K | 0.00% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 2,373 | $494.0K | 0.43% | +47+2.0% | Added |
| Coldstream Capital Management Inc | 2,240 | $489.3K | 0.01% | +251+12.6% | Added |
| Resurgent Financial Advisors LLC | 2,237 | $488.6K | 0.26% | −491−18.0% | Reduced |
| Hook Mill Capital Partners, LP | 2,230 | $487.1K | 0.11% | −28,344−92.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,228 | $487.0K | 0.05% | −1,561−41.2% | Reduced |
| Symmetry Partners, LLC | 2,198 | $480.0K | 0.04% | +2,198 | New |
| Advisor Group Holdings, Inc. | 2,183 | $477.7K | 0.00% | −41,487−95.0% | Reduced |
| Global Retirement Partners, LLC | 2,177 | $475.5K | 0.02% | +1,476+210.6% | Added |
| Gladius Capital Management LP | 2,167 | $473.3K | 0.47% | −746−25.6% | Reduced |
| Values First Advisors, Inc. | 2,167 | $473.3K | 0.28% | +871+67.2% | Added |
| Cigna Investments Inc | 2,152 | $470.0K | 0.09% | −22−1.0% | Reduced |
| Qtron Investments LLC | 2,140 | $467.4K | 0.07% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 2,129 | $465.0K | 0.17% | −227−9.6% | Reduced |
| Franklin Street Advisors Inc | 2,125 | $464.0K | 0.03% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 2,064 | $450.8K | 0.01% | +10+0.5% | Added |
| CIBC Private Wealth Group, LLC | 2,070 | $449.8K | 0.00% | −2,353−53.2% | Reduced |
| GAMMA Investing LLC | 2,052 | $448.2K | 0.09% | +237+13.1% | Added |
| Financial Advocates Investment Management | 2,013 | $439.7K | 0.03% | +18+0.9% | Added |
| Auxier Asset Management | 2,000 | $436.9K | 0.07% | 00.0% | Unchanged |
| Summit Global Investments | 1,983 | $433.0K | 0.03% | −9,207−82.3% | Reduced |
| Transatlantique Private Wealth LLC | 1,975 | $431.4K | 0.19% | +238+13.7% | Added |
| Avestar Capital, LLC | 1,969 | $430.1K | 0.05% | −1,031−34.4% | Reduced |
| Parallel Advisors, LLC | 1,952 | $426.4K | 0.01% | +95+5.1% | Added |
| Phoenix Holdings Ltd. | 1,903 | $414.5K | 0.01% | −451−19.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,838 | $401.0K | 0.00% | +134+7.9% | Added |
| McKinley Capital Management LLC /Delaware | 1,823 | $398.2K | 0.05% | −24−1.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,896 | $398.0K | 0.03% | +662+53.6% | Added |
| BSW Wealth Partners | 1,813 | $396.1K | 0.07% | +206+12.8% | Added |
| Knollwood Investment Advisory, LLC | 1,800 | $393.2K | 0.07% | 00.0% | Unchanged |
| Colonial Trust Co | 1,788 | $391.5K | 0.07% | 00.0% | Unchanged |
| Susquehanna International Group Ltd. | 1,787 | $390.3K | 0.09% | +1,787 | New |
| Freestone Capital Holdings, LLC | 1,783 | $389.5K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 1,776 | $387.9K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,679 | $366.7K | 0.00% | +8+0.5% | Added |
| Prelude Capital Management, LLC | 1,673 | $365.4K | 0.03% | +1,673 | New |
| Scott Capital Advisors, LLC | 1,637 | $363.4K | 0.11% | −129−7.3% | Reduced |
| Verdence Capital Advisors LLC | 1,663 | $363.2K | 0.03% | +48+3.0% | Added |
| Colonial River Wealth Management, LLC | 1,641 | $358.4K | 0.20% | −82−4.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,632 | $356.5K | 0.05% | +12+0.7% | Added |
| Huntington National Bank | 1,626 | $355.7K | 0.00% | +270+19.9% | Added |
| Quadrant Capital Group LLC | 1,624 | $354.8K | 0.03% | −3−0.2% | Reduced |
| Legacy Advisors, LLC | 1,611 | $351.9K | 0.04% | −116−6.7% | Reduced |
| OneAscent Wealth Management LLC | 1,582 | $346.0K | 0.13% | −120−7.1% | Reduced |
| Integrated Wealth Concepts LLC | 1,575 | $344.0K | 0.00% | −378−19.4% | Reduced |
| Perigon Wealth Management, LLC | 1,568 | $342.5K | 0.01% | +55+3.6% | Added |
| Financial Management Professionals, Inc. | 1,565 | $342.0K | 0.05% | −35−2.2% | Reduced |
| Spire Wealth Management | 1,545 | $337.5K | 0.01% | +1,046+209.6% | Added |
| State of Wyoming | 1,538 | $335.9K | 0.06% | +489+46.6% | Added |
| Keebeck Alpha, LP | 1,536 | $335.5K | 0.22% | +1,536 | New |
| Two Sigma Securities, LLC | 1,526 | $333.3K | 0.02% | +1,526 | New |
| Mayflower Financial Advisors, LLC | 1,508 | $329.4K | 0.06% | +1,508 | New |
| First Hawaiian Bank | 1,503 | $328.3K | 0.01% | −3−0.2% | Reduced |
| Chico Wealth RIA | 1,499 | $327.4K | 0.31% | 00.0% | Unchanged |
| American Trust | 1,491 | $325.7K | 0.03% | −242−14.0% | Reduced |
| Teza Capital Management LLC | 1,478 | $322.8K | 0.04% | +1,478 | New |
| Douglass Winthrop Advisors, LLC | 1,460 | $318.9K | 0.01% | +1,460 | New |
| Lake Street Advisors Group, LLC | 1,436 | $314.7K | 0.01% | −38−2.6% | Reduced |
| Granite Group Advisors, LLC | 1,422 | $310.6K | 0.21% | 00.0% | Unchanged |
| Fort, L.P. | 1,403 | $306.5K | 0.77% | +38+2.8% | Added |
| Family Wealth Group, LLC | 1,385 | $302.5K | 0.33% | −119−7.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,367 | $298.6K | 0.00% | −215−13.6% | Reduced |
| Curran Financial Partners, LLC | 1,353 | $295.6K | 0.10% | 00.0% | Unchanged |
| Archer Investment Corp | 1,351 | $295.1K | 0.09% | 00.0% | Unchanged |
| Park National Corp | 1,342 | $293.1K | 0.01% | −24−1.8% | Reduced |
| Salomon & Ludwin, LLC | 1,323 | $289.0K | 0.02% | +1,323 | New |
| Phillips Wealth Planners LLC | 1,340 | $288.6K | 0.33% | +1,340 | New |