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 |
|---|---|---|---|---|---|
| Douglass Winthrop Advisors, LLC | 1,420 | $275.0K | 0.01% | −40−2.7% | Reduced |
| LGT Group Foundation | 1,404 | $271.9K | 0.00% | +274+24.2% | Added |
| Family Wealth Group, LLC | 1,403 | $271.6K | 0.27% | +18+1.3% | Added |
| Lake Street Advisors Group, LLC | 1,394 | $271.1K | 0.01% | −42−2.9% | Reduced |
| West Michigan Advisors, LLC | 1,371 | $266.6K | 0.08% | +1,371 | New |
| Park National Corp | 1,371 | $265.5K | 0.01% | +29+2.2% | Added |
| Curran Financial Partners, LLC | 1,353 | $262.1K | 0.09% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 1,353 | $262.0K | 0.01% | +161+13.5% | Added |
| Archer Investment Corp | 1,351 | $261.6K | 0.08% | 00.0% | Unchanged |
| American Trust | 1,318 | $255.2K | 0.02% | −173−11.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,311 | $253.9K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,307 | $253.0K | 0.00% | +453+53.0% | Added |
| Fort, L.P. | 1,301 | $251.9K | 0.64% | −102−7.3% | Reduced |
| Phillips Wealth Planners LLC | 1,310 | $251.0K | 0.26% | −30−2.2% | Reduced |
| Clarius Group, LLC | 1,294 | $250.3K | 0.02% | −1,225−48.6% | Reduced |
| Graypoint LLC | 1,275 | $246.9K | 0.02% | −37−2.8% | Reduced |
| Venturi Wealth Management, LLC | 1,272 | $246.3K | 0.01% | +1,136+835.3% | Added |
| Isthmus Partners, LLC | 1,248 | $241.7K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 1,242 | $241.4K | 0.02% | +119+10.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,246 | $241.3K | 0.01% | +318+34.3% | Added |
| Forum Financial Management, LP | 1,236 | $239.4K | 0.00% | +2+0.2% | Added |
| Saranac Partners Ltd | 1,950 | $235.2K | 0.14% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 1,212 | $234.7K | 0.04% | 00.0% | Unchanged |
| Gladius Capital Management LP | 1,200 | $232.4K | 0.23% | −967−44.6% | Reduced |
| Ieq Capital, LLC | 1,198 | $232.0K | 0.00% | +104+9.5% | Added |
| McDaniel Terry & Co | 1,184 | $229.0K | 0.02% | −42−3.4% | Reduced |
| Drive Wealth Management, LLC | 1,163 | $226.2K | 0.06% | +43+3.8% | Added |
| Stephenson National Bank & Trust | 1,162 | $225.0K | 0.08% | +353+43.6% | Added |
| Cardiff Park Advisors, LLC | 1,160 | $224.6K | 0.02% | +4+0.3% | Added |
| Smartleaf Asset Management LLC | 1,157 | $223.9K | 0.04% | +662+133.7% | Added |
| Tiaa Trust, National Association | 1,154 | $223.5K | 0.00% | −67,779−98.3% | Reduced |
| CIBC Private Wealth Group, LLC | 1,158 | $220.8K | 0.00% | −912−44.1% | Reduced |
| Dynasty Wealth Management, LLC | 1,135 | $219.7K | 0.01% | +1,135 | New |
| West Family Investments, Inc. | 1,130 | $218.8K | 0.07% | −55−4.6% | Reduced |
| CWM, LLC | 1,127 | $218.0K | 0.00% | +157+16.2% | Added |
| Kolinsky Wealth Management, LLC | 1,103 | $213.6K | 0.15% | +1,103 | New |
| Aspire Private Capital, LLC | 1,095 | $212.0K | 0.05% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,090 | $211.1K | 0.01% | 00.0% | Unchanged |
| Essex Savings Bank | 1,090 | $211.1K | 0.06% | −25−2.2% | Reduced |
| Great Diamond Partners, LLC | 1,075 | $208.2K | 0.05% | −81−7.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,070 | $207.2K | 0.08% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,054 | $204.1K | 0.01% | +1,054 | New |
| Auxier Asset Management | 1,050 | $203.3K | 0.03% | −950−47.5% | Reduced |
| Keebeck Alpha, LP | 1,049 | $203.1K | 0.15% | −487−31.7% | Reduced |
| Whittier Trust Co | 1,048 | $202.9K | 0.00% | +42+4.2% | Added |
| SRS Capital Advisors, Inc. | 1,029 | $199.3K | 0.02% | +59+6.1% | Added |
| Tower Research Capital LLC (TRC) | 857 | $166.0K | 0.00% | −10,146−92.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 807 | $156.3K | 0.01% | +43+5.6% | Added |
| Triad Wealth Partners, LLC | 649 | $125.7K | 0.07% | +649 | New |
| Nordwand Advisors, LLC | 625 | $121.0K | 0.05% | −6,041−90.6% | Reduced |
| IFP Advisors, Inc | 592 | $114.6K | 0.00% | +26+4.6% | Added |
| SWAN Capital LLC | 550 | $106.5K | 0.06% | +550 | New |
| Hexagon Capital Partners LLC | 546 | $105.7K | 0.02% | +10+1.9% | Added |
| Opal Wealth Advisors, LLC | 540 | $104.6K | 0.03% | +540 | New |
| Rosenberg Matthew Hamilton | 535 | $101.7K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $96.8K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 429 | $83.1K | 0.00% | −938−68.6% | Reduced |
| Umb Bank N A | 420 | $81.3K | 0.00% | −13−3.0% | Reduced |
| Hilltop National Bank | 418 | $80.9K | 0.03% | −38−8.3% | Reduced |
| Lindbrook Capital, LLC | 416 | $80.6K | 0.01% | −1−0.2% | Reduced |
| Versant Capital Management, Inc | 410 | $79.4K | 0.02% | +394+2,462.5% | Added |
| Mascoma Wealth Management LLC | 360 | $69.7K | 0.02% | +360 | New |
| First Horizon Advisors, Inc. | 327 | $63.3K | 0.00% | −77−19.1% | Reduced |
| Brown Brothers Harriman & Co | 325 | $62.9K | 0.00% | −63−16.2% | Reduced |
| Clearstead Advisors, LLC | 290 | $56.2K | 0.00% | +290 | New |
| Park Place Capital Corp | 287 | $55.6K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 285 | $55.2K | 0.00% | +19+7.1% | Added |
| Farther Finance Advisors, LLC | 272 | $51.7K | 0.00% | +69+34.0% | Added |
| Avalon Trust Co | 257 | $49.8K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 241 | $46.7K | 0.01% | +51+26.8% | Added |
| GWM Advisors LLC | 228 | $44.2K | 0.00% | +90+65.2% | Added |
| Assetmark, Inc | 217 | $42.0K | 0.00% | +25+13.0% | Added |
| MCF Advisors LLC | 214 | $41.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 206 | $39.9K | 0.00% | +18+9.6% | Added |
| Summer Road LLC | 200 | $38.7K | 0.04% | +200 | New |
| Private Trust Co NA | 194 | $37.6K | 0.00% | +40+26.0% | Added |
| LGT Financial Advisors LLC | 190 | $36.8K | 0.08% | −287−60.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 184 | $35.6K | 0.00% | −86−31.9% | Reduced |
| CVA Family Office, LLC | 169 | $32.7K | 0.01% | +8+5.0% | Added |
| FinTrust Capital Advisors, LLC | 167 | $32.3K | 0.01% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 163 | $31.6K | 0.02% | +163 | New |
| Harbour Investments, Inc. | 156 | $30.2K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 150 | $29.0K | 0.00% | −5,240−97.2% | Reduced |
| Allworth Financial LP | 135 | $28.0K | 0.00% | +56+70.9% | Added |
| MV Capital Management, Inc. | 139 | $26.9K | 0.00% | +1+0.7% | Added |
| Kelly Financial Services LLC | 137 | $26.5K | 0.01% | +33+31.7% | Added |
| Ashton Thomas Private Wealth, LLC | 125 | $24.2K | 0.00% | +125 | New |
| South State Corp. | 110 | $21.3K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 108 | $21.0K | 0.00% | −230−68.0% | Reduced |
| Zions Bancorporation, N.A. | 105 | $20.3K | 0.00% | −61−36.7% | Reduced |
| Baldwin Brothers Inc | 104 | $20.1K | 0.00% | +5+5.1% | Added |
| Covestor Ltd | 105 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $19.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 83 | $16.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 81 | $15.7K | 0.00% | +11+15.7% | Added |
| JFS Wealth Advisors, LLC | 65 | $12.6K | 0.00% | −46−41.4% | Reduced |
| Carolinas Wealth Consulting LLC | 60 | $11.6K | 0.00% | −3−4.8% | Reduced |
| Eagle Bay Advisors LLC | 58 | $11.3K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 57 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 54 | $10.5K | 0.01% | 00.0% | Unchanged |