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, Q3 2024
Institutional positions in Ferguson Enterprises Inc. as of Sep 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
- 709
- +60 vs. Q2 2024
- Shares held
- 169.8M
- +18.8M (+12.4%) vs. Q2 2024
- Total value
- $33.5B
- +$4.42B (+15.2%) vs. Q2 2024
- New holders
- 155
- 236 more added
- Sold out
- 95
- 245 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Ferguson Enterprises Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Impact Asset Management GmbH | 3,800 | $0 | 0.00% | +3,800 | New |
| West Branch Capital LLC | 0 | $60 | 0.00% | 0 | New |
| First Personal Financial Services | 1 | $199 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $199 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 2 | $397 | 0.00% | +2 | New |
| 1620 Investment Advisors, Inc. | 3 | $584 | 0.00% | +3 | New |
| JDM Financial Group LLC | 3 | $596 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $599 | 0.00% | +3 | New |
| Concord Wealth Partners | 4 | $794 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $1.19K | 0.00% | −2−25.0% | Reduced |
| Claris Advisors, LLC | 6 | $1.19K | 0.00% | +6 | New |
| Spectrum Wealth Counsel, LLC | 6 | $1.19K | 0.00% | +6 | New |
| McIlrath & Eck, LLC | 8 | $1.59K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $1.59K | 0.00% | +2+33.3% | Added |
| Jaffetilchin Investment Partners, LLC | 10 | $1.99K | 0.00% | +10 | New |
| Addison Advisors LLC | 10 | $1.99K | 0.00% | +10 | New |
| Highline Wealth Partners LLC | 12 | $2.38K | 0.00% | −1−7.7% | Reduced |
| WealthCollab, LLC | 12 | $2.38K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $2.73K | 0.00% | +3+27.3% | Added |
| Sachetta, LLC | 14 | $2.78K | 0.00% | +14 | New |
| Manchester Capital Management LLC | 15 | $2.98K | 0.00% | −5−25.0% | Reduced |
| Penserra Capital Management LLC | 18 | $3.00K | 0.00% | +18 | New |
| WR Wealth Planners, LLC | 16 | $3.18K | 0.00% | +2+14.3% | Added |
| Continuum Advisory, LLC | 16 | $3.25K | 0.00% | +5+45.5% | Added |
| Abound Wealth Management | 16 | $3.27K | 0.00% | +9+128.6% | Added |
| Foster Dykema Cabot & Partners, LLC | 17 | $3.39K | 0.00% | +17 | New |
| Oakworth Capital, Inc. | 18 | $3.57K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 19 | $3.77K | 0.00% | +1+5.6% | Added |
| Central Trust Co | 19 | $3.77K | 0.00% | +3+18.8% | Added |
| DiNuzzo Private Wealth, Inc. | 20 | $3.97K | 0.00% | +2+11.1% | Added |
| NBC Securities, Inc. | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 21 | $4.17K | 0.00% | +1+5.0% | Added |
| MV Capital Management, Inc. | 22 | $4.37K | 0.00% | −117−84.2% | Reduced |
| Rothschild Investment LLC | 22 | $4.37K | 0.00% | −23−51.1% | Reduced |
| SJS Investment Consulting Inc. | 22 | $4.37K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 23 | $4.57K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $5.00K | 0.00% | +4+18.2% | Added |
| LRI Investments, LLC | 25 | $5.08K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 26 | $5.20K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 27 | $5.36K | 0.00% | +27 | New |
| Washington Trust Advisors, Inc. | 27 | $5.37K | 0.00% | +3+12.5% | Added |
| Capital Advisors, Ltd. LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $6.95K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 36 | $7.15K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 38 | $7.36K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 40 | $7.94K | 0.00% | +9+29.0% | Added |
| Hemington Wealth Management | 45 | $8.00K | 0.00% | +45 | New |
| Heritage Wealth Advisors | 52 | $10.3K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 53 | $10.5K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 54 | $10.7K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 58 | $11.6K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 59 | $11.7K | 0.00% | −1−1.7% | Reduced |
| Golden State Equity Partners | 62 | $12.3K | 0.00% | +62 | New |
| JFS Wealth Advisors, LLC | 63 | $12.5K | 0.00% | −2−3.1% | Reduced |
| Private Wealth Management Group, LLC | 71 | $14.1K | 0.01% | +25+54.3% | Added |
| Zions Bancorporation, N.A. | 81 | $16.1K | 0.00% | −24−22.9% | Reduced |
| Quent Capital, LLC | 83 | $16.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 86 | $17.1K | 0.00% | +5+6.2% | Added |
| Allworth Financial LP | 92 | $18.3K | 0.00% | −43−31.9% | Reduced |
| LGT Financial Advisors LLC | 96 | $19.1K | 0.05% | −94−49.5% | Reduced |
| Sittner & Nelson, LLC | 100 | $19.9K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 108 | $21.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 105 | $21.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 110 | $21.8K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 111 | $22.0K | 0.01% | +111 | New |
| Bokf, NA | 115 | $22.0K | 0.00% | −1,784−93.9% | Reduced |
| Lazard Asset Management LLC | 130 | $25.0K | 0.00% | −20−13.3% | Reduced |
| Private Trust Co NA | 134 | $26.6K | 0.00% | −60−30.9% | Reduced |
| Asset Dedication, LLC | 137 | $27.2K | 0.00% | +137 | New |
| Baldwin Brothers Inc | 140 | $27.9K | 0.00% | +36+34.6% | Added |
| True Wealth Design, LLC | 145 | $28.8K | 0.01% | +135+1,350.0% | Added |
| FinTrust Capital Advisors, LLC | 146 | $29.0K | 0.00% | −21−12.6% | Reduced |
| Versant Capital Management, Inc | 149 | $29.6K | 0.01% | −261−63.7% | Reduced |
| Harbour Investments, Inc. | 156 | $31.0K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 186 | $36.9K | 0.01% | +186 | New |
| CVA Family Office, LLC | 190 | $37.7K | 0.01% | +21+12.4% | Added |
| TD Private Client Wealth LLC | 192 | $38.1K | 0.00% | −14−6.8% | Reduced |
| Fifth Third Bancorp | 193 | $38.3K | 0.00% | −92−32.3% | Reduced |
| Peterson Financial Group, Inc. | 196 | $38.9K | 0.15% | +196 | New |
| Ashton Thomas Securities, LLC | 199 | $39.5K | 0.01% | +199 | New |
| Old Point Trust & Financial Services N A | 202 | $40.1K | 0.01% | +202 | New |
| Reston Wealth Management LLC | 203 | $40.3K | 0.01% | +203 | New |
| Summer Road LLC | 200 | $40.4K | 0.03% | 00.0% | Unchanged |
| Canoe Financial LP | 205 | $41.4K | 0.00% | +205 | New |
| MCF Advisors LLC | 214 | $42.7K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 226 | $44.9K | 0.01% | +226 | New |
| Steward Partners Investment Advisory, LLC | 230 | $45.7K | 0.00% | +46+25.0% | Added |
| Assetmark, Inc | 236 | $46.9K | 0.00% | +19+8.8% | Added |
| Credit Agricole S A | 25,638 | $50.9K | 0.00% | +1,081+4.4% | Added |
| Avalon Trust Co | 257 | $51.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 272 | $54.0K | 0.00% | −55−16.8% | Reduced |
| Park Place Capital Corp | 287 | $57.0K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 322 | $63.9K | 0.00% | +322 | New |
| Bryn Mawr Trust Co | 334 | $66.3K | 0.00% | +334 | New |
| Brown Brothers Harriman & Co | 335 | $66.5K | 0.00% | +10+3.1% | Added |
| Mascoma Wealth Management LLC | 350 | $69.5K | 0.02% | −10−2.8% | Reduced |
| International Assets Investment Management, LLC | 14,297 | $72.0K | 0.00% | +14,297 | New |
| Farther Finance Advisors, LLC | 364 | $72.3K | 0.00% | +92+33.8% | Added |
| Northwestern Mutual Wealth Management Co | 433 | $86.0K | 0.00% | +4+0.9% | Added |
| Clearstead Advisors, LLC | 444 | $88.2K | 0.00% | +154+53.1% | Added |