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, Q2 2024
Institutional positions in Ferguson Enterprises Inc. as of Jun 30, 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
- 655
- +3 vs. Q1 2024
- Shares held
- 163.1M
- −1.50M (−0.9%) vs. Q1 2024
- Total value
- $31.5B
- −$4.28B (−12.0%) vs. Q1 2024
- New holders
- 69
- 242 more added
- Sold out
- 66
- 254 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Ferguson Enterprises Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 1 | $194 | 0.00% | −7−87.5% | Reduced |
| TFC Financial Management | 1 | $194 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1 | $194 | 0.00% | +1 | New |
| Lynx Investment Advisory | 2 | $387 | 0.00% | +2 | New |
| Concord Wealth Partners | 4 | $775 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $1.16K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 7 | $1.36K | 0.00% | +7 | New |
| Abound Wealth Management | 7 | $1.45K | 0.00% | −2−22.2% | Reduced |
| McIlrath & Eck, LLC | 8 | $1.55K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.55K | 0.00% | +2+33.3% | Added |
| True Wealth Design, LLC | 10 | $1.94K | 0.00% | +5+100.0% | Added |
| ZRC Wealth Management, LLC | 10 | $1.94K | 0.00% | +10 | New |
| First PREMIER Bank | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 11 | $2.13K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 11 | $2.13K | 0.00% | +11 | New |
| Family Firm, Inc. | 11 | $2.13K | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 11 | $2.17K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $2.32K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 12 | $2.32K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 13 | $2.52K | 0.00% | +13 | New |
| WR Wealth Planners, LLC | 14 | $2.71K | 0.00% | +3+27.3% | Added |
| Central Trust Co | 16 | $3.10K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 18 | $3.49K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 18 | $3.49K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $3.49K | 0.00% | +7+63.6% | Added |
| Manchester Capital Management LLC | 20 | $3.87K | 0.00% | −2−9.1% | Reduced |
| AdvisorNet Financial, Inc | 20 | $3.87K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 22 | $4.00K | 0.00% | −7−24.1% | Reduced |
| Avion Wealth | 22 | $4.00K | 0.00% | +2+10.0% | Added |
| St Germain D J Co Inc | 21 | $4.07K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 22 | $4.26K | 0.00% | +6+37.5% | Added |
| Creekmur Asset Management LLC | 23 | $4.45K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 23 | $4.45K | 0.00% | +23 | New |
| Washington Trust Advisors, Inc. | 24 | $4.67K | 0.00% | +8+50.0% | Added |
| LRI Investments, LLC | 25 | $4.84K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 26 | $5.00K | 0.00% | +5+23.8% | Added |
| Pineridge Advisors LLC | 26 | $5.07K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 28 | $5.42K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 28 | $5.42K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 29 | $6.00K | 0.00% | −1−3.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 31 | $6.00K | 0.00% | +2+6.9% | Added |
| Parkside Financial Bank & Trust | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 32 | $6.20K | 0.00% | −37−53.6% | Reduced |
| Abich Financial Wealth Management LLC | 32 | $6.20K | 0.00% | −3−8.6% | Reduced |
| Massmutual Trust Co FSB | 35 | $6.78K | 0.00% | −8−18.6% | Reduced |
| Bruce G. Allen Investments, LLC | 36 | $6.97K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 38 | $7.36K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $8.71K | 0.00% | +45 | New |
| Private Wealth Management Group, LLC | 46 | $8.91K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 50 | $9.68K | 0.00% | +50 | New |
| Benjamin F. Edwards & Company, Inc. | 53 | $10.0K | 0.00% | −250−82.5% | Reduced |
| Heritage Wealth Advisors | 52 | $10.1K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 53 | $10.3K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 54 | $10.5K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 57 | $11.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 58 | $11.3K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 60 | $11.6K | 0.00% | −3−4.8% | Reduced |
| JFS Wealth Advisors, LLC | 65 | $12.6K | 0.00% | −46−41.4% | Reduced |
| Bell Investment Advisors, Inc | 81 | $15.7K | 0.00% | +11+15.7% | Added |
| Quent Capital, LLC | 83 | $16.1K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $19.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 105 | $20.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 104 | $20.1K | 0.00% | +5+5.1% | Added |
| Zions Bancorporation, N.A. | 105 | $20.3K | 0.00% | −61−36.7% | Reduced |
| Harvest Fund Management Co., Ltd | 108 | $21.0K | 0.00% | −230−68.0% | Reduced |
| South State Corp. | 110 | $21.3K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 125 | $24.2K | 0.00% | +125 | New |
| Kelly Financial Services LLC | 137 | $26.5K | 0.01% | +33+31.7% | Added |
| MV Capital Management, Inc. | 139 | $26.9K | 0.00% | +1+0.7% | Added |
| Allworth Financial LP | 135 | $28.0K | 0.00% | +56+70.9% | Added |
| Lazard Asset Management LLC | 150 | $29.0K | 0.00% | −5,240−97.2% | Reduced |
| Harbour Investments, Inc. | 156 | $30.2K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 163 | $31.6K | 0.02% | +163 | New |
| FinTrust Capital Advisors, LLC | 167 | $32.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 169 | $32.7K | 0.01% | +8+5.0% | Added |
| Steward Partners Investment Advisory, LLC | 184 | $35.6K | 0.00% | −86−31.9% | Reduced |
| LGT Financial Advisors LLC | 190 | $36.8K | 0.08% | −287−60.2% | Reduced |
| Private Trust Co NA | 194 | $37.6K | 0.00% | +40+26.0% | Added |
| Summer Road LLC | 200 | $38.7K | 0.04% | +200 | New |
| TD Private Client Wealth LLC | 206 | $39.9K | 0.00% | +18+9.6% | Added |
| MCF Advisors LLC | 214 | $41.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 217 | $42.0K | 0.00% | +25+13.0% | Added |
| GWM Advisors LLC | 228 | $44.2K | 0.00% | +90+65.2% | Added |
| JJJ Advisors Inc. | 241 | $46.7K | 0.01% | +51+26.8% | Added |
| Avalon Trust Co | 257 | $49.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 272 | $51.7K | 0.00% | +69+34.0% | Added |
| Fifth Third Bancorp | 285 | $55.2K | 0.00% | +19+7.1% | Added |
| Park Place Capital Corp | 287 | $55.6K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 290 | $56.2K | 0.00% | +290 | New |
| Brown Brothers Harriman & Co | 325 | $62.9K | 0.00% | −63−16.2% | Reduced |
| First Horizon Advisors, Inc. | 327 | $63.3K | 0.00% | −77−19.1% | Reduced |
| Mascoma Wealth Management LLC | 360 | $69.7K | 0.02% | +360 | New |
| Versant Capital Management, Inc | 410 | $79.4K | 0.02% | +394+2,462.5% | Added |
| Lindbrook Capital, LLC | 416 | $80.6K | 0.01% | −1−0.2% | Reduced |
| Hilltop National Bank | 418 | $80.9K | 0.03% | −38−8.3% | Reduced |
| Umb Bank N A | 420 | $81.3K | 0.00% | −13−3.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 429 | $83.1K | 0.00% | −938−68.6% | Reduced |
| Alta Advisers Ltd | 500 | $96.8K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 535 | $101.7K | 0.03% | 00.0% | Unchanged |