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 |
|---|---|---|---|---|---|
| Values First Advisors, Inc. | 2,139 | $414.3K | 0.25% | −28−1.3% | Reduced |
| Qtron Investments LLC | 2,140 | $414.4K | 0.06% | 00.0% | Unchanged |
| Chicago Trust Co NA | 2,158 | $417.9K | 0.08% | −264−10.9% | Reduced |
| GenTrust, LLC | 2,188 | $425.4K | 0.02% | +2,188 | New |
| Symmetry Partners, LLC | 2,198 | $426.0K | 0.02% | 00.0% | Unchanged |
| Hook Mill Capital Partners, LP | 2,230 | $431.8K | 0.06% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,267 | $439.2K | 0.01% | −12−0.5% | Reduced |
| OneAscent Wealth Management LLC | 2,282 | $442.0K | 0.23% | +700+44.2% | Added |
| Yarbrough Capital, LLC | 2,333 | $451.8K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,411 | $466.9K | 0.00% | −3,233−57.3% | Reduced |
| Warren Averett Asset Management, LLC | 2,412 | $467.1K | 0.01% | +2,412 | New |
| Sequoia Financial Advisors, LLC | 2,416 | $467.9K | 0.01% | +95+4.1% | Added |
| DGS Capital Management, LLC | 2,417 | $468.1K | 0.13% | +49+2.1% | Added |
| EverSource Wealth Advisors, LLC | 2,105 | $468.8K | 0.03% | +209+11.0% | Added |
| David Loasby | 2,462 | $471.7K | 0.05% | −10−0.4% | Reduced |
| Ritholtz Wealth Management | 2,449 | $474.3K | 0.02% | −16−0.6% | Reduced |
| BayBridge Capital Group, LLC | 2,472 | $478.7K | 0.37% | +99+4.2% | Added |
| LSV Asset Management | 2,500 | $484.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,529 | $489.7K | 0.05% | +2,529 | New |
| Impact Partnership Wealth, LLC | 2,531 | $490.2K | 0.13% | +1,216+92.5% | Added |
| Commerce Bank | 2,569 | $497.5K | 0.00% | +2,569 | New |
| Verdence Capital Advisors LLC | 2,594 | $502.3K | 0.04% | +931+56.0% | Added |
| Checchi Capital Advisers, LLC | 2,600 | $503.5K | 0.04% | −8−0.3% | Reduced |
| Simplicity Wealth,LLC | 2,604 | $504.3K | 0.01% | +1,412+118.5% | Added |
| Advisor Group Holdings, Inc. | 2,605 | $505.3K | 0.00% | +422+19.3% | Added |
| Advisor OS, LLC | 2,654 | $514.0K | 0.06% | −236−8.2% | Reduced |
| Inspire Advisors, LLC | 2,660 | $515.1K | 0.07% | −495−15.7% | Reduced |
| Principal Securities, Inc. | 2,696 | $522.1K | 0.01% | +123+4.8% | Added |
| V-Square Quantitative Management LLC | 2,751 | $532.7K | 0.09% | −339−11.0% | Reduced |
| Kestra Investment Management, LLC | 2,767 | $535.8K | 0.04% | +2,767 | New |
| Sherbrooke Park Advisers LLC | 2,789 | $540.1K | 0.09% | +2,789 | New |
| SPC Financial, Inc. | 2,810 | $544.2K | 0.05% | +25+0.9% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 2,824 | $547.0K | 0.14% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 2,886 | $558.9K | 0.00% | +2,886 | New |
| Ci Investments Inc. | 2,979 | $577.0K | 0.00% | −755−20.2% | Reduced |
| Agf Management Ltd | 3,074 | $595.3K | 0.00% | +3,074 | New |
| Mission Wealth Management, LP | 3,084 | $597.3K | 0.02% | −268−8.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,172 | $614.3K | 0.00% | +352+12.5% | Added |
| TownSquare Capital, LLC | 3,199 | $619.5K | 0.01% | +527+19.7% | Added |
| Wetherby Asset Management Inc | 3,204 | $620.5K | 0.03% | +92+3.0% | Added |
| Oppenheimer & Co Inc | 3,227 | $624.9K | 0.01% | +85+2.7% | Added |
| Global Retirement Partners, LLC | 3,232 | $625.9K | 0.02% | +1,055+48.5% | Added |
| Frank, Rimerman Advisors LLC | 3,250 | $629.4K | 0.04% | +3,250 | New |
| SkyView Investment Advisors, LLC | 3,260 | $631.0K | 0.11% | +15+0.5% | Added |
| Dakota Wealth Management | 3,311 | $641.2K | 0.02% | −32−1.0% | Reduced |
| Regions Financial Corp | 3,313 | $641.6K | 0.00% | −423−11.3% | Reduced |
| FDx Advisors, Inc. | 3,342 | $647.0K | 0.18% | −20−0.6% | Reduced |
| Michael B. Yongue | 3,354 | $649.5K | 0.56% | −15−0.4% | Reduced |
| Applied Finance Capital Management, LLC | 3,362 | $651.1K | 0.03% | +3,362 | New |
| Chicago Capital, LLC | 3,391 | $656.7K | 0.02% | +434+14.7% | Added |
| Seven Eight Capital, LP | 3,444 | $666.9K | 0.07% | +3,444 | New |
| Mather Group, LLC. | 3,061 | $668.6K | 0.01% | 00.0% | Unchanged |
| State of Michigan Retirement System | 3,500 | $677.8K | 0.00% | −400−10.3% | Reduced |
| Resources Investment Advisors, LLC. | 3,540 | $685.5K | 0.01% | +177+5.3% | Added |
| Commonwealth Equity Services, LLC | 3,541 | $686.0K | 0.00% | −167−4.5% | Reduced |
| Prudential PLC | 3,572 | $691.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,577 | $692.7K | 0.01% | −48−1.3% | Reduced |
| New York Life Investment Management LLC | 3,578 | $692.9K | 0.01% | +146+4.3% | Added |
| Donoghue Forlines LLC | 3,591 | $695.4K | 0.20% | +393+12.3% | Added |
| OneAscent Financial Services LLC | 3,606 | $698.0K | 0.10% | +1,022+39.6% | Added |
| Cerity Partners LLC | 3,668 | $710.4K | 0.00% | −3,744−50.5% | Reduced |
| Greenleaf Trust | 3,772 | $730.4K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,813 | $738.4K | 0.02% | −4,562−54.5% | Reduced |
| Coldstream Capital Management Inc | 3,833 | $742.3K | 0.02% | +1,593+71.1% | Added |
| Riverwater Partners LLC | 3,972 | $769.2K | 0.57% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,064 | $772.4K | 0.01% | +1,325+48.4% | Added |
| American National Bank | 3,995 | $773.6K | 0.10% | +1,503+60.3% | Added |
| Legacy Wealth Asset Management, LLC | 4,006 | $775.8K | 0.22% | +521+14.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 4,010 | $776.5K | 0.15% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 4,118 | $797.5K | 0.01% | +4,118 | New |
| MetLife Investment Management | 4,253 | $823.6K | 0.00% | −188−4.2% | Reduced |
| Vise Technologies, Inc. | 4,266 | $826.1K | 0.14% | +345+8.8% | Added |
| Fiera Capital Corp | 4,274 | $827.7K | 0.00% | −950−18.2% | Reduced |
| MQS Management LLC | 4,375 | $847.2K | 0.51% | +1,613+58.4% | Added |
| Chesley Taft & Associates LLC | 4,375 | $847.2K | 0.04% | +4,375 | New |
| Covenant Partners, LLC | 4,418 | $855.5K | 0.26% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,443 | $860.4K | 0.02% | +316+7.7% | Added |
| Toroso Investments, LLC | 4,506 | $872.6K | 0.01% | −2,789−38.2% | Reduced |
| Lighthouse Investment Partners, LLC | 4,526 | $876.5K | 0.05% | −44,566−90.8% | Reduced |
| Buckley Wealth Management, LLC | 4,726 | $915.2K | 0.29% | −14−0.3% | Reduced |
| Blueshift Asset Management, LLC | 4,773 | $924.3K | 0.31% | +4,773 | New |
| Creative Planning | 4,776 | $924.9K | 0.00% | −366−7.1% | Reduced |
| Sanctuary Advisors, LLC | 4,573 | $975.6K | 0.01% | +4,573 | New |
| Calamos Advisors LLC | 5,098 | $987.2K | 0.00% | −1,814−26.2% | Reduced |
| Regency Capital Management Inc. | 5,166 | $1.00M | 0.64% | +339+7.0% | Added |
| Bayesian Capital Management, LP | 5,188 | $1.00M | 0.12% | −10,200−66.3% | Reduced |
| Manufacturers Life Insurance Company, The | 5,343 | $1.03M | 0.00% | +964+22.0% | Added |
| Tokio Marine Asset Management Co Ltd | 5,508 | $1.07M | 0.05% | +161+3.0% | Added |
| Personal Cfo Solutions, LLC | 5,542 | $1.07M | 0.16% | +31+0.6% | Added |
| Yousif Capital Management, LLC | 5,544 | $1.07M | 0.01% | −318−5.4% | Reduced |
| Fiduciary Trust Co | 5,545 | $1.07M | 0.02% | +200+3.7% | Added |
| Knollwood Investment Advisory, LLC | 5,652 | $1.09M | 0.12% | +3,852+214.0% | Added |
| US Bancorp | 5,750 | $1.11M | 0.00% | −81−1.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 5,759 | $1.12M | 0.03% | −37−0.6% | Reduced |
| Beacon Investment Advisors LLC | 5,823 | $1.13M | 0.58% | +105+1.8% | Added |
| Lee Financial Co | 5,868 | $1.14M | 0.19% | −369−5.9% | Reduced |
| D.A. Davidson & Co. | 5,891 | $1.14M | 0.01% | −73−1.2% | Reduced |
| Verition Fund Management LLC | 6,042 | $1.17M | 0.01% | −1,683−21.8% | Reduced |
| Avantax Advisory Services, Inc. | 6,093 | $1.18M | 0.01% | +6,093 | New |
| Park Avenue Securities LLC | 6,241 | $1.21M | 0.01% | +100+1.6% | Added |