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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 445 | $88.4K | 0.01% | +29+7.0% | Added |
| Hexagon Capital Partners LLC | 489 | $97.1K | 0.02% | −57−10.4% | Reduced |
| Alta Advisers Ltd | 500 | $99.3K | 0.05% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 504 | $100.5K | 3.05% | −31,853−98.4% | Reduced |
| Rosenberg Matthew Hamilton | 535 | $106.2K | 0.03% | 00.0% | Unchanged |
| SWAN Capital LLC | 550 | $109.2K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 562 | $111.6K | 0.01% | +562 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 611 | $121.3K | 0.00% | −196−24.3% | Reduced |
| State of Wyoming | 628 | $124.7K | 0.02% | −1,050−62.6% | Reduced |
| Quarry LP | 651 | $129.3K | 0.04% | +651 | New |
| Catalyst Funds Management Pty Ltd | 700 | $139.0K | 0.03% | +700 | New |
| Jones Financial Companies LLLP | 800 | $161.5K | 0.00% | +768+2,400.0% | Added |
| SRS Capital Advisors, Inc. | 932 | $185.1K | 0.02% | −97−9.4% | Reduced |
| CIBC Private Wealth Group, LLC | 947 | $188.0K | 0.00% | −211−18.2% | Reduced |
| Simplicity Wealth,LLC | 1,011 | $200.8K | 0.02% | −1,593−61.2% | Reduced |
| Fort, L.P. | 1,015 | $201.5K | 0.51% | −286−22.0% | Reduced |
| Atria Wealth Solutions, Inc. | 1,012 | $201.7K | 0.00% | +1,012 | New |
| Kolinsky Wealth Management, LLC | 1,025 | $203.5K | 0.13% | −78−7.1% | Reduced |
| Atomi Financial Group, Inc. | 1,025 | $203.6K | 0.01% | +1,025 | New |
| Bridgewater Associates, LP | 1,037 | $204.5K | 0.00% | +1,037 | New |
| Brown Shipley& Co Ltd | 1,030 | $204.5K | 0.10% | +1,030 | New |
| Whittier Trust Co | 1,048 | $208.1K | 0.00% | 00.0% | Unchanged |
| Auxier Asset Management | 1,050 | $208.5K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,073 | $213.1K | 0.04% | +1,073 | New |
| Drive Wealth Management, LLC | 1,085 | $216.2K | 0.06% | −78−6.7% | Reduced |
| Essex Savings Bank | 1,090 | $216.4K | 0.05% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,090 | $216.4K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,095 | $217.4K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,104 | $219.2K | 0.03% | −530−32.4% | Reduced |
| Gladius Capital Management LP | 1,105 | $219.4K | 0.13% | −95−7.9% | Reduced |
| Bleakley Financial Group, LLC | 1,112 | $220.8K | 0.01% | −241−17.8% | Reduced |
| IFP Advisors, Inc | 1,110 | $224.6K | 0.01% | +518+87.5% | Added |
| Simon Quick Advisors, LLC | 1,133 | $224.9K | 0.01% | +1,133 | New |
| Integrated Wealth Concepts LLC | 1,140 | $226.4K | 0.00% | −417−26.8% | Reduced |
| Cardiff Park Advisors, LLC | 1,160 | $230.3K | 0.02% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 1,169 | $232.1K | 0.20% | −234−16.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,170 | $232.3K | 0.08% | +100+9.3% | Added |
| Kathmere Capital Management, LLC | 1,172 | $232.7K | 0.02% | +1,172 | New |
| Stephens Inc | 1,176 | $233.5K | 0.00% | +1,176 | New |
| Principal Street Partners, LLC | 1,212 | $234.7K | 0.04% | 00.0% | Unchanged |
| McDaniel Terry & Co | 1,184 | $235.0K | 0.02% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 1,187 | $235.7K | 0.06% | +1,187 | New |
| Proequities, Inc. | 1,191 | $237.4K | 0.01% | −51−4.1% | Reduced |
| Lake Street Advisors Group, LLC | 1,199 | $239.1K | 0.01% | −195−14.0% | Reduced |
| Cidel Asset Management Inc | 1,206 | $239.5K | 0.02% | +1,206 | New |
| Gallagher Fiduciary Advisors, LLC | 1,212 | $240.7K | 0.05% | +1,212 | New |
| Autumn Glory Partners, LLC | 1,205 | $242.1K | 0.09% | +1,205 | New |
| Forum Financial Management, LP | 1,239 | $246.0K | 0.00% | +3+0.2% | Added |
| Isthmus Partners, LLC | 1,248 | $247.8K | 0.03% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 1,249 | $248.0K | 0.00% | +1,249 | New |
| Hyperion Capital Advisors LP | 1,250 | $248.2K | 0.12% | +1,250 | New |
| West Family Investments, Inc. | 1,260 | $250.2K | 0.09% | +130+11.5% | Added |
| Graypoint LLC | 1,269 | $252.0K | 0.02% | −6−0.5% | Reduced |
| Old National Bancorp | 1,273 | $252.8K | 0.01% | +1,273 | New |
| Johnson Financial Group, Inc. | 1,291 | $257.4K | 0.01% | +1,291 | New |
| Walleye Capital LLC | 1,314 | $260.9K | 0.00% | −13,471−91.1% | Reduced |
| Venturi Wealth Management, LLC | 1,321 | $262.3K | 0.01% | +49+3.9% | Added |
| Essex Financial Services, Inc. | 1,354 | $265.5K | 0.02% | −124−8.4% | Reduced |
| West Michigan Advisors, LLC | 1,344 | $267.9K | 0.08% | −27−2.0% | Reduced |
| BSW Wealth Partners | 1,353 | $268.6K | 0.04% | −363−21.2% | Reduced |
| Curran Financial Partners, LLC | 1,353 | $268.7K | 0.08% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,329 | $269.5K | 0.26% | +19+1.5% | Added |
| National Asset Management, Inc. | 1,368 | $272.1K | 0.01% | −98−6.7% | Reduced |
| Perigon Wealth Management, LLC | 1,396 | $277.2K | 0.01% | −50−3.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,420 | $282.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,430 | $288.7K | 0.04% | −358−20.0% | Reduced |
| Kestra Investment Management, LLC | 1,455 | $288.9K | 0.01% | −1,312−47.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,481 | $291.8K | 0.01% | +235+18.9% | Added |
| Dynasty Wealth Management, LLC | 1,483 | $294.6K | 0.01% | +348+30.7% | Added |
| Chico Wealth RIA | 1,499 | $297.7K | 0.25% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,514 | $300.7K | 0.00% | −44−2.8% | Reduced |
| Smartleaf Asset Management LLC | 1,539 | $310.7K | 0.04% | +382+33.0% | Added |
| Verdence Capital Advisors LLC | 1,588 | $315.3K | 0.03% | −1,006−38.8% | Reduced |
| Parallel Advisors, LLC | 1,610 | $319.7K | 0.01% | −522−24.5% | Reduced |
| Perfromance Wealth Partners, LLC | 1,615 | $320.7K | 0.01% | +1,615 | New |
| Warren Averett Asset Management, LLC | 1,633 | $324.3K | 0.01% | −779−32.3% | Reduced |
| Quadrant Capital Group LLC | 1,646 | $326.9K | 0.02% | +22+1.4% | Added |
| Corebridge Financial, Inc. | 1,666 | $330.8K | 0.00% | −54−3.1% | Reduced |
| Legacy Advisors, LLC | 1,681 | $333.8K | 0.04% | +70+4.3% | Added |
| Huntington National Bank | 1,717 | $341.0K | 0.00% | +168+10.8% | Added |
| Financial Management Professionals, Inc. | 1,738 | $345.0K | 0.04% | +26+1.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,750 | $347.5K | 0.13% | +1,750 | New |
| Sherbrooke Park Advisers LLC | 1,764 | $350.3K | 0.08% | −1,025−36.8% | Reduced |
| Alps Advisors Inc | 1,800 | $357.4K | 0.00% | +1,800 | New |
| Cynosure Management, LLC | 1,807 | $358.8K | 0.05% | +1,807 | New |
| Dark Forest Capital Management LP | 1,818 | $361.0K | 0.05% | +1,818 | New |
| Freestone Capital Holdings, LLC | 1,820 | $361.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,873 | $372.0K | 0.02% | −232−11.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,880 | $373.3K | 0.01% | −387−17.1% | Reduced |
| Meeder Advisory Services, Inc. | 1,883 | $373.9K | 0.02% | +417+28.4% | Added |
| Federated Hermes, Inc. | 1,907 | $378.7K | 0.00% | −504−20.9% | Reduced |
| Scott Capital Advisors, LLC | 1,914 | $380.1K | 0.11% | +404+26.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,950 | $387.0K | 0.11% | +6+0.3% | Added |
| Mayflower Financial Advisors, LLC | 1,952 | $387.6K | 0.06% | +61+3.2% | Added |
| Arkadios Wealth Advisors | 1,993 | $395.8K | 0.02% | +1,993 | New |
| Cannon Global Investment Management, LLC | 2,000 | $397.1K | 0.95% | +2,000 | New |
| Transatlantique Private Wealth LLC | 2,013 | $399.7K | 0.15% | −22−1.1% | Reduced |
| Cigna Investments Inc | 2,066 | $411.0K | 0.07% | −63−3.0% | Reduced |
| CIBC World Markets Inc. | 2,079 | $413.0K | 0.00% | −14,805−87.7% | Reduced |
| Values First Advisors, Inc. | 2,092 | $415.5K | 0.23% | −47−2.2% | Reduced |