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 |
|---|---|---|---|---|---|
| Redmont Wealth Advisors LLC | 53 | $10.3K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 52 | $10.1K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 53 | $10.0K | 0.00% | −250−82.5% | Reduced |
| Trust Co of Vermont | 50 | $9.68K | 0.00% | +50 | New |
| Private Wealth Management Group, LLC | 46 | $8.91K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $8.71K | 0.00% | +45 | New |
| Criterion Capital Advisors, LLC | 38 | $7.36K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 36 | $6.97K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $6.78K | 0.00% | −8−18.6% | Reduced |
| 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 |
| Parkside Financial Bank & Trust | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 31 | $6.00K | 0.00% | +2+6.9% | Added |
| 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 |
| 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 |
| Pineridge Advisors LLC | 26 | $5.07K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 26 | $5.00K | 0.00% | +5+23.8% | Added |
| LRI Investments, LLC | 25 | $4.84K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 24 | $4.67K | 0.00% | +8+50.0% | Added |
| Creekmur Asset Management LLC | 23 | $4.45K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 23 | $4.45K | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 22 | $4.26K | 0.00% | +6+37.5% | Added |
| St Germain D J Co Inc | 21 | $4.07K | 0.00% | +21 | New |
| NBC Securities, Inc. | 22 | $4.00K | 0.00% | −7−24.1% | Reduced |
| Avion Wealth | 22 | $4.00K | 0.00% | +2+10.0% | 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 |
| 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 |
| Central Trust Co | 16 | $3.10K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 14 | $2.71K | 0.00% | +3+27.3% | Added |
| Highline Wealth Partners LLC | 13 | $2.52K | 0.00% | +13 | New |
| WealthCollab, LLC | 12 | $2.32K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 12 | $2.32K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $2.17K | 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 |
| First PREMIER Bank | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $1.94K | 0.00% | +5+100.0% | Added |
| ZRC Wealth Management, LLC | 10 | $1.94K | 0.00% | +10 | New |
| 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 |
| Abound Wealth Management | 7 | $1.45K | 0.00% | −2−22.2% | Reduced |
| Sandy Spring Bank | 7 | $1.36K | 0.00% | +7 | New |
| Larson Financial Group LLC | 6 | $1.16K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 4 | $775 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 2 | $387 | 0.00% | +2 | New |
| 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 |
| M&G Plc | 222,986 | – | – | −40,207−15.3% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −147,854−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −119,687−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −111,850−100.0% | Sold out |
| Davis Selected Advisers | 0 | $0 | 0.00% | −99,207−100.0% | Sold out |
| 2Xideas AG | 0 | $0 | 0.00% | −80,957−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −73,100−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −71,000−100.0% | Sold out |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 0 | $0 | 0.00% | −42,040−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −28,150−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −27,825−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −24,929−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −23,094−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −22,966−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −15,958−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −15,880−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,454−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −6,870−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −6,529−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −6,127−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −4,395−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −3,429−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,261−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −2,979−100.0% | Sold out |
| Weil Company, Inc. | 0 | $0 | 0.00% | −2,564−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,544−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −2,277−100.0% | Sold out |
| Argonautica Private Wealth Management, Inc | 0 | $0 | 0.00% | −2,129−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −1,969−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −1,776−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,679−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,673−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,526−100.0% | Sold out |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −1,323−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −1,284−100.0% | Sold out |
| Atlanta Consulting Group Advisors, LLC | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −1,046−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −1,013−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −1,004−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −987−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −983−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −978−100.0% | Sold out |
| Naples Global Advisors, LLC | 0 | $0 | 0.00% | −956−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −933−100.0% | Sold out |