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 |
|---|---|---|---|---|---|
| Opal Wealth Advisors, LLC | 540 | $104.6K | 0.03% | +540 | New |
| Hexagon Capital Partners LLC | 546 | $105.7K | 0.02% | +10+1.9% | Added |
| SWAN Capital LLC | 550 | $106.5K | 0.06% | +550 | New |
| IFP Advisors, Inc | 592 | $114.6K | 0.00% | +26+4.6% | Added |
| Nordwand Advisors, LLC | 625 | $121.0K | 0.05% | −6,041−90.6% | Reduced |
| Triad Wealth Partners, LLC | 649 | $125.7K | 0.07% | +649 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 807 | $156.3K | 0.01% | +43+5.6% | Added |
| Tower Research Capital LLC (TRC) | 857 | $166.0K | 0.00% | −10,146−92.2% | Reduced |
| SRS Capital Advisors, Inc. | 1,029 | $199.3K | 0.02% | +59+6.1% | Added |
| Whittier Trust Co | 1,048 | $202.9K | 0.00% | +42+4.2% | Added |
| Keebeck Alpha, LP | 1,049 | $203.1K | 0.15% | −487−31.7% | Reduced |
| Auxier Asset Management | 1,050 | $203.3K | 0.03% | −950−47.5% | Reduced |
| We Are One Seven, LLC | 1,054 | $204.1K | 0.01% | +1,054 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,070 | $207.2K | 0.08% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,075 | $208.2K | 0.05% | −81−7.0% | Reduced |
| Essex Savings Bank | 1,090 | $211.1K | 0.06% | −25−2.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,090 | $211.1K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,095 | $212.0K | 0.05% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,103 | $213.6K | 0.15% | +1,103 | New |
| CWM, LLC | 1,127 | $218.0K | 0.00% | +157+16.2% | Added |
| West Family Investments, Inc. | 1,130 | $218.8K | 0.07% | −55−4.6% | Reduced |
| Dynasty Wealth Management, LLC | 1,135 | $219.7K | 0.01% | +1,135 | New |
| CIBC Private Wealth Group, LLC | 1,158 | $220.8K | 0.00% | −912−44.1% | Reduced |
| Tiaa Trust, National Association | 1,154 | $223.5K | 0.00% | −67,779−98.3% | Reduced |
| Smartleaf Asset Management LLC | 1,157 | $223.9K | 0.04% | +662+133.7% | Added |
| Cardiff Park Advisors, LLC | 1,160 | $224.6K | 0.02% | +4+0.3% | Added |
| Stephenson National Bank & Trust | 1,162 | $225.0K | 0.08% | +353+43.6% | Added |
| Drive Wealth Management, LLC | 1,163 | $226.2K | 0.06% | +43+3.8% | Added |
| McDaniel Terry & Co | 1,184 | $229.0K | 0.02% | −42−3.4% | Reduced |
| Ieq Capital, LLC | 1,198 | $232.0K | 0.00% | +104+9.5% | Added |
| Gladius Capital Management LP | 1,200 | $232.4K | 0.23% | −967−44.6% | Reduced |
| Principal Street Partners, LLC | 1,212 | $234.7K | 0.04% | 00.0% | Unchanged |
| Saranac Partners Ltd | 1,950 | $235.2K | 0.14% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,236 | $239.4K | 0.00% | +2+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,246 | $241.3K | 0.01% | +318+34.3% | Added |
| Proequities, Inc. | 1,242 | $241.4K | 0.02% | +119+10.6% | Added |
| Isthmus Partners, LLC | 1,248 | $241.7K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,272 | $246.3K | 0.01% | +1,136+835.3% | Added |
| Graypoint LLC | 1,275 | $246.9K | 0.02% | −37−2.8% | Reduced |
| Clarius Group, LLC | 1,294 | $250.3K | 0.02% | −1,225−48.6% | Reduced |
| Phillips Wealth Planners LLC | 1,310 | $251.0K | 0.26% | −30−2.2% | Reduced |
| Fort, L.P. | 1,301 | $251.9K | 0.64% | −102−7.3% | Reduced |
| Hantz Financial Services, Inc. | 1,307 | $253.0K | 0.00% | +453+53.0% | Added |
| Fukoku Mutual Life Insurance Co | 1,311 | $253.9K | 0.02% | 00.0% | Unchanged |
| American Trust | 1,318 | $255.2K | 0.02% | −173−11.6% | Reduced |
| Archer Investment Corp | 1,351 | $261.6K | 0.08% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 1,353 | $262.0K | 0.01% | +161+13.5% | Added |
| Curran Financial Partners, LLC | 1,353 | $262.1K | 0.09% | 00.0% | Unchanged |
| Park National Corp | 1,371 | $265.5K | 0.01% | +29+2.2% | Added |
| West Michigan Advisors, LLC | 1,371 | $266.6K | 0.08% | +1,371 | New |
| Lake Street Advisors Group, LLC | 1,394 | $271.1K | 0.01% | −42−2.9% | Reduced |
| Family Wealth Group, LLC | 1,403 | $271.6K | 0.27% | +18+1.3% | Added |
| LGT Group Foundation | 1,404 | $271.9K | 0.00% | +274+24.2% | Added |
| Douglass Winthrop Advisors, LLC | 1,420 | $275.0K | 0.01% | −40−2.7% | Reduced |
| Granite Group Advisors, LLC | 1,422 | $275.4K | 0.21% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,446 | $280.0K | 0.01% | −122−7.8% | Reduced |
| Scott Capital Advisors, LLC | 1,510 | $283.8K | 0.08% | −127−7.8% | Reduced |
| Meeder Advisory Services, Inc. | 1,466 | $283.9K | 0.02% | +463+46.2% | Added |
| National Asset Management, Inc. | 1,466 | $285.1K | 0.01% | −2,500−63.0% | Reduced |
| First Hawaiian Bank | 1,498 | $290.1K | 0.01% | −5−0.3% | Reduced |
| Chico Wealth RIA | 1,499 | $290.3K | 0.27% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,478 | $291.8K | 0.02% | +212+16.7% | Added |
| Huntington National Bank | 1,549 | $298.7K | 0.00% | −77−4.7% | Reduced |
| Integrated Wealth Concepts LLC | 1,557 | $301.5K | 0.00% | −18−1.1% | Reduced |
| Private Advisor Group, LLC | 1,558 | $301.7K | 0.00% | +1,558 | New |
| Pinnacle Associates Ltd | 1,563 | $302.7K | 0.00% | +388+33.0% | Added |
| Legacy Advisors, LLC | 1,611 | $312.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,624 | $314.6K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,634 | $316.4K | 0.05% | +2+0.1% | Added |
| Colonial River Wealth Management, LLC | 1,641 | $317.8K | 0.17% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,641 | $317.8K | 0.01% | +1,641 | New |
| Berkshire Asset Management LLC | 1,672 | $323.8K | 0.02% | +1,672 | New |
| State of Wyoming | 1,678 | $324.9K | 0.05% | +140+9.1% | Added |
| Merit Financial Group, LLC | 1,707 | $330.6K | 0.01% | −665−28.0% | Reduced |
| Financial Management Professionals, Inc. | 1,712 | $332.0K | 0.05% | +147+9.4% | Added |
| BSW Wealth Partners | 1,716 | $332.2K | 0.05% | −97−5.4% | Reduced |
| Corebridge Financial, Inc. | 1,720 | $333.1K | 0.00% | +1,720 | New |
| Walleye Trading LLC | 1,732 | $335.4K | 0.01% | +1,594+1,155.1% | Added |
| McKinley Capital Management LLC /Delaware | 1,756 | $340.0K | 0.06% | −67−3.7% | Reduced |
| Colonial Trust Co | 1,788 | $345.9K | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group Ltd. | 1,787 | $346.1K | 0.09% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 1,820 | $352.4K | 0.01% | +37+2.1% | Added |
| Jefferies Financial Group Inc. | 1,833 | $355.0K | 0.01% | +1,833 | New |
| Spire Wealth Management | 1,864 | $360.9K | 0.01% | +319+20.6% | Added |
| Mayflower Financial Advisors, LLC | 1,891 | $366.2K | 0.06% | +383+25.4% | Added |
| Bokf, NA | 1,899 | $367.7K | 0.01% | +1,335+236.7% | Added |
| Marshall Wace, LLP | 1,900 | $367.9K | 0.00% | −41,135−95.6% | Reduced |
| Phoenix Holdings Ltd. | 1,935 | $373.9K | 0.01% | +32+1.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,944 | $376.0K | 0.11% | +1,944 | New |
| Financial Advocates Investment Management | 1,976 | $382.7K | 0.02% | −37−1.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,986 | $385.0K | 0.00% | +148+8.1% | Added |
| nVerses Capital, LLC | 2,000 | $387.3K | 0.23% | +2,000 | New |
| Resurgent Financial Advisors LLC | 2,009 | $389.0K | 0.24% | −228−10.2% | Reduced |
| Transatlantique Private Wealth LLC | 2,035 | $394.1K | 0.16% | +60+3.0% | Added |
| First Financial Bankshares Inc | 2,054 | $397.8K | 0.01% | −10−0.5% | Reduced |
| Cigna Investments Inc | 2,129 | $412.0K | 0.08% | −23−1.1% | Reduced |
| Franklin Street Advisors Inc | 2,125 | $412.0K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,130 | $412.5K | 0.06% | +78+3.8% | Added |
| Parallel Advisors, LLC | 2,132 | $412.9K | 0.01% | +180+9.2% | Added |
| Ronald Blue Trust, Inc. | 1,895 | $413.9K | 0.01% | +1,722+995.4% | Added |