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 |
|---|---|---|---|---|---|
| Impact Partnership Wealth, LLC | 1,315 | $287.3K | 0.11% | +21+1.6% | Added |
| Graypoint LLC | 1,312 | $286.6K | 0.02% | +45+3.6% | Added |
| Fukoku Mutual Life Insurance Co | 1,311 | $286.4K | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia | 1,284 | $280.5K | 0.00% | +21+1.7% | Added |
| Optiver Holding B.V. | 1,271 | $277.6K | 0.01% | +1,247+5,195.8% | Added |
| Essex Financial Services, Inc. | 1,266 | $276.6K | 0.03% | −40−3.1% | Reduced |
| Isthmus Partners, LLC | 1,248 | $272.6K | 0.03% | +1,248 | New |
| Forum Financial Management, LP | 1,234 | $269.5K | 0.00% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 1,230 | $268.7K | 0.09% | +1,230 | New |
| Principal Street Partners, LLC | 1,212 | $268.5K | 0.05% | 00.0% | Unchanged |
| McDaniel Terry & Co | 1,226 | $268.0K | 0.02% | +1,226 | New |
| Saranac Partners Ltd | 1,950 | $267.6K | 0.16% | −993−33.7% | Reduced |
| 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 |
| West Family Investments, Inc. | 1,185 | $258.8K | 0.08% | +8+0.7% | Added |
| Pinnacle Associates Ltd | 1,175 | $256.7K | 0.00% | +1,175 | New |
| Great Diamond Partners, LLC | 1,156 | $252.5K | 0.06% | +14+1.2% | Added |
| Cardiff Park Advisors, LLC | 1,156 | $252.4K | 0.02% | +5+0.4% | Added |
| LGT Group Foundation | 1,130 | $247.2K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,123 | $246.2K | 0.02% | +832+285.9% | Added |
| Drive Wealth Management, LLC | 1,120 | $245.5K | 0.07% | +82+7.9% | Added |
| Aspire Private Capital, LLC | 1,095 | $239.2K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,094 | $238.9K | 0.00% | +1,094 | New |
| Carnegie Capital Asset Management, LLC | 1,090 | $238.1K | 0.01% | −71−6.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,070 | $233.7K | 0.10% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,046 | $228.5K | 0.01% | +1,046 | New |
| Old National Bancorp | 1,013 | $221.3K | 0.01% | −69−6.4% | Reduced |
| Whittier Trust Co | 1,006 | $219.7K | 0.00% | +688+216.4% | Added |
| Keel Point, LLC | 1,004 | $219.3K | 0.02% | −177−15.0% | Reduced |
| Meeder Advisory Services, Inc. | 1,003 | $219.1K | 0.02% | +1,003 | New |
| Kennedy Capital Management, Inc. | 987 | $215.6K | 0.00% | +987 | New |
| Essex Savings Bank | 1,115 | $215.3K | 0.06% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 983 | $214.7K | 0.01% | −269−21.5% | Reduced |
| Waterloo Capital, L.P. | 978 | $213.6K | 0.03% | +978 | New |
| CWM, LLC | 970 | $212.0K | 0.00% | +212+28.0% | Added |
| SRS Capital Advisors, Inc. | 970 | $211.8K | 0.02% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 956 | $209.6K | 0.02% | +956 | New |
| CM Wealth Advisors LLC | 933 | $204.3K | 0.06% | +933 | New |
| Wiley Bros.-Aintree Capital, LLC | 928 | $202.7K | 0.03% | +928 | New |
| Aspen Grove Capital, LLC | 923 | $202.3K | 0.06% | +923 | New |
| Atlas Capital Advisors LLC | 882 | $192.7K | 0.03% | +882 | New |
| Hantz Financial Services, Inc. | 854 | $187.0K | 0.00% | +854 | New |
| Stephenson National Bank & Trust | 809 | $176.7K | 0.06% | +809 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 764 | $166.9K | 0.01% | +655+600.9% | Added |
| IFP Advisors, Inc | 566 | $123.6K | 0.01% | +19+3.5% | Added |
| Bokf, NA | 564 | $122.5K | 0.00% | −65−10.3% | Reduced |
| Hexagon Capital Partners LLC | 536 | $117.1K | 0.03% | +16+3.1% | Added |
| Rosenberg Matthew Hamilton | 535 | $116.2K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $109.2K | 0.05% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 495 | $108.5K | 0.02% | +480+3,200.0% | Added |
| LGT Financial Advisors LLC | 477 | $104.2K | 0.12% | −14−2.9% | Reduced |
| Hilltop National Bank | 456 | $99.6K | 0.03% | +456 | New |
| Umb Bank N A | 433 | $94.6K | 0.00% | −90−17.2% | Reduced |
| Lindbrook Capital, LLC | 417 | $91.1K | 0.01% | +63+17.8% | Added |
| First Horizon Advisors, Inc. | 404 | $88.2K | 0.00% | +12+3.1% | Added |
| Brown Brothers Harriman & Co | 388 | $84.8K | 0.00% | −14−3.5% | Reduced |
| Harvest Fund Management Co., Ltd | 338 | $74.0K | 0.01% | +338 | New |
| Benjamin F. Edwards & Company, Inc. | 303 | $66.0K | 0.00% | +7+2.4% | Added |
| Park Place Capital Corp | 287 | $62.7K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 270 | $59.0K | 0.00% | +112+70.9% | Added |
| Fifth Third Bancorp | 266 | $58.1K | 0.00% | +70+35.7% | Added |
| Avalon Trust Co | 257 | $56.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 214 | $47.0K | 0.00% | +214 | New |
| Farther Finance Advisors, LLC | 203 | $44.1K | 0.00% | +31+18.0% | Added |
| Assetmark, Inc | 192 | $41.9K | 0.00% | −283−59.6% | Reduced |
| JJJ Advisors Inc. | 190 | $41.5K | 0.01% | +27+16.6% | Added |
| TD Private Client Wealth LLC | 188 | $41.1K | 0.00% | +65+52.8% | Added |
| Ronald Blue Trust, Inc. | 173 | $37.8K | 0.00% | −166−49.0% | Reduced |
| FinTrust Capital Advisors, LLC | 167 | $36.5K | 0.01% | +24+16.8% | Added |
| Zions Bancorporation, N.A. | 166 | $36.3K | 0.00% | −14−7.8% | Reduced |
| CVA Family Office, LLC | 161 | $35.2K | 0.01% | +2+1.3% | Added |
| Harbour Investments, Inc. | 156 | $34.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 154 | $33.6K | 0.00% | −33−17.6% | Reduced |
| GWM Advisors LLC | 138 | $30.2K | 0.00% | −40−22.5% | Reduced |
| MV Capital Management, Inc. | 138 | $30.1K | 0.00% | +2+1.5% | Added |
| Walleye Trading LLC | 138 | $30.1K | 0.00% | +7+5.3% | Added |
| Credit Agricole S A | 142 | $29.8K | 0.00% | +142 | New |
| Venturi Wealth Management, LLC | 136 | $29.7K | 0.00% | +51+60.0% | Added |
| Wetzel Investment Advisors, Inc. | 127 | $26.6K | 0.02% | +23+22.1% | Added |
| Exchange Traded Concepts, LLC | 121 | $26.4K | 0.00% | +56+86.2% | Added |
| JFS Wealth Advisors, LLC | 111 | $24.2K | 0.00% | +77+226.5% | Added |
| South State Corp. | 110 | $24.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 105 | $23.0K | 0.01% | −247−70.2% | Reduced |
| Kelly Financial Services LLC | 104 | $22.7K | 0.01% | +65+166.7% | Added |
| Sittner & Nelson, LLC | 100 | $21.8K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 99 | $21.6K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 99 | $21.6K | 0.00% | +2+2.1% | Added |
| Indiana Trust & Investment Management CO | 90 | $19.7K | 0.01% | +90 | New |
| Quent Capital, LLC | 83 | $18.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 79 | $17.3K | 0.00% | +18+29.5% | Added |
| Bell Investment Advisors, Inc | 70 | $15.3K | 0.00% | +4+6.1% | Added |
| Jones Financial Companies LLLP | 69 | $15.1K | 0.00% | +69 | New |
| Carolinas Wealth Consulting LLC | 63 | $13.8K | 0.00% | +13+26.0% | Added |
| Engine Capital Management, LP | 63 | $13.8K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 58 | $12.7K | 0.01% | +17+41.5% | Added |
| Grove Bank & Trust | 57 | $12.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 54 | $11.8K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 54 | $11.8K | 0.00% | +54 | New |
| Redmont Wealth Advisors LLC | 53 | $11.6K | 0.02% | +53 | New |
| Heritage Wealth Advisors | 52 | $11.4K | 0.00% | 00.0% | Unchanged |