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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 2,170 | $431.0K | 0.00% | −809−27.2% | Reduced |
| Phoenix Holdings Ltd. | 2,138 | $425.5K | 0.01% | +203+10.5% | Added |
| GWM Advisors LLC | 2,140 | $425.0K | 0.00% | +1,912+838.6% | Added |
| Qtron Investments LLC | 2,140 | $424.9K | 0.06% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 2,125 | $422.0K | 0.03% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 2,110 | $419.0K | 0.16% | +2,110 | New |
| Values First Advisors, Inc. | 2,092 | $415.5K | 0.23% | −47−2.2% | Reduced |
| CIBC World Markets Inc. | 2,079 | $413.0K | 0.00% | −14,805−87.7% | Reduced |
| Cigna Investments Inc | 2,066 | $411.0K | 0.07% | −63−3.0% | Reduced |
| Transatlantique Private Wealth LLC | 2,013 | $399.7K | 0.15% | −22−1.1% | Reduced |
| Cannon Global Investment Management, LLC | 2,000 | $397.1K | 0.95% | +2,000 | New |
| Arkadios Wealth Advisors | 1,993 | $395.8K | 0.02% | +1,993 | New |
| Mayflower Financial Advisors, LLC | 1,952 | $387.6K | 0.06% | +61+3.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,950 | $387.0K | 0.11% | +6+0.3% | Added |
| Scott Capital Advisors, LLC | 1,914 | $380.1K | 0.11% | +404+26.8% | Added |
| Federated Hermes, Inc. | 1,907 | $378.7K | 0.00% | −504−20.9% | Reduced |
| Meeder Advisory Services, Inc. | 1,883 | $373.9K | 0.02% | +417+28.4% | Added |
| Mesirow Financial Investment Management, Inc. | 1,880 | $373.3K | 0.01% | −387−17.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,873 | $372.0K | 0.02% | −232−11.0% | Reduced |
| Freestone Capital Holdings, LLC | 1,820 | $361.4K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,818 | $361.0K | 0.05% | +1,818 | New |
| Cynosure Management, LLC | 1,807 | $358.8K | 0.05% | +1,807 | New |
| Alps Advisors Inc | 1,800 | $357.4K | 0.00% | +1,800 | New |
| Sherbrooke Park Advisers LLC | 1,764 | $350.3K | 0.08% | −1,025−36.8% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,750 | $347.5K | 0.13% | +1,750 | New |
| Financial Management Professionals, Inc. | 1,738 | $345.0K | 0.04% | +26+1.5% | Added |
| Huntington National Bank | 1,717 | $341.0K | 0.00% | +168+10.8% | Added |
| Legacy Advisors, LLC | 1,681 | $333.8K | 0.04% | +70+4.3% | Added |
| Corebridge Financial, Inc. | 1,666 | $330.8K | 0.00% | −54−3.1% | Reduced |
| Quadrant Capital Group LLC | 1,646 | $326.9K | 0.02% | +22+1.4% | Added |
| Warren Averett Asset Management, LLC | 1,633 | $324.3K | 0.01% | −779−32.3% | Reduced |
| Perfromance Wealth Partners, LLC | 1,615 | $320.7K | 0.01% | +1,615 | New |
| Parallel Advisors, LLC | 1,610 | $319.7K | 0.01% | −522−24.5% | Reduced |
| Verdence Capital Advisors LLC | 1,588 | $315.3K | 0.03% | −1,006−38.8% | Reduced |
| Smartleaf Asset Management LLC | 1,539 | $310.7K | 0.04% | +382+33.0% | Added |
| Private Advisor Group, LLC | 1,514 | $300.7K | 0.00% | −44−2.8% | Reduced |
| Chico Wealth RIA | 1,499 | $297.7K | 0.25% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 1,483 | $294.6K | 0.01% | +348+30.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,481 | $291.8K | 0.01% | +235+18.9% | Added |
| Kestra Investment Management, LLC | 1,455 | $288.9K | 0.01% | −1,312−47.4% | Reduced |
| Colonial Trust Co | 1,430 | $288.7K | 0.04% | −358−20.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,420 | $282.0K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,396 | $277.2K | 0.01% | −50−3.5% | Reduced |
| National Asset Management, Inc. | 1,368 | $272.1K | 0.01% | −98−6.7% | Reduced |
| Phillips Wealth Planners LLC | 1,329 | $269.5K | 0.26% | +19+1.5% | Added |
| Curran Financial Partners, LLC | 1,353 | $268.7K | 0.08% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,353 | $268.6K | 0.04% | −363−21.2% | Reduced |
| West Michigan Advisors, LLC | 1,344 | $267.9K | 0.08% | −27−2.0% | Reduced |
| Essex Financial Services, Inc. | 1,354 | $265.5K | 0.02% | −124−8.4% | Reduced |
| Venturi Wealth Management, LLC | 1,321 | $262.3K | 0.01% | +49+3.9% | Added |
| Walleye Capital LLC | 1,314 | $260.9K | 0.00% | −13,471−91.1% | Reduced |
| Johnson Financial Group, Inc. | 1,291 | $257.4K | 0.01% | +1,291 | New |
| Old National Bancorp | 1,273 | $252.8K | 0.01% | +1,273 | New |
| Graypoint LLC | 1,269 | $252.0K | 0.02% | −6−0.5% | Reduced |
| West Family Investments, Inc. | 1,260 | $250.2K | 0.09% | +130+11.5% | Added |
| Hyperion Capital Advisors LP | 1,250 | $248.2K | 0.12% | +1,250 | New |
| Ontario Teachers Pension Plan Board | 1,249 | $248.0K | 0.00% | +1,249 | New |
| Isthmus Partners, LLC | 1,248 | $247.8K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,239 | $246.0K | 0.00% | +3+0.2% | Added |
| Autumn Glory Partners, LLC | 1,205 | $242.1K | 0.09% | +1,205 | New |
| Gallagher Fiduciary Advisors, LLC | 1,212 | $240.7K | 0.05% | +1,212 | New |
| Cidel Asset Management Inc | 1,206 | $239.5K | 0.02% | +1,206 | New |
| Lake Street Advisors Group, LLC | 1,199 | $239.1K | 0.01% | −195−14.0% | Reduced |
| Proequities, Inc. | 1,191 | $237.4K | 0.01% | −51−4.1% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 1,187 | $235.7K | 0.06% | +1,187 | New |
| McDaniel Terry & Co | 1,184 | $235.0K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 1,212 | $234.7K | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 1,176 | $233.5K | 0.00% | +1,176 | New |
| Kathmere Capital Management, LLC | 1,172 | $232.7K | 0.02% | +1,172 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,170 | $232.3K | 0.08% | +100+9.3% | Added |
| Family Wealth Group, LLC | 1,169 | $232.1K | 0.20% | −234−16.7% | Reduced |
| Cardiff Park Advisors, LLC | 1,160 | $230.3K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,140 | $226.4K | 0.00% | −417−26.8% | Reduced |
| Simon Quick Advisors, LLC | 1,133 | $224.9K | 0.01% | +1,133 | New |
| IFP Advisors, Inc | 1,110 | $224.6K | 0.01% | +518+87.5% | Added |
| Bleakley Financial Group, LLC | 1,112 | $220.8K | 0.01% | −241−17.8% | Reduced |
| Gladius Capital Management LP | 1,105 | $219.4K | 0.13% | −95−7.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,104 | $219.2K | 0.03% | −530−32.4% | Reduced |
| Aspire Private Capital, LLC | 1,095 | $217.4K | 0.05% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 1,090 | $216.4K | 0.01% | 00.0% | Unchanged |
| Essex Savings Bank | 1,090 | $216.4K | 0.05% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,085 | $216.2K | 0.06% | −78−6.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,073 | $213.1K | 0.04% | +1,073 | New |
| Auxier Asset Management | 1,050 | $208.5K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 1,048 | $208.1K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 1,030 | $204.5K | 0.10% | +1,030 | New |
| Bridgewater Associates, LP | 1,037 | $204.5K | 0.00% | +1,037 | New |
| Atomi Financial Group, Inc. | 1,025 | $203.6K | 0.01% | +1,025 | New |
| Kolinsky Wealth Management, LLC | 1,025 | $203.5K | 0.13% | −78−7.1% | Reduced |
| Atria Wealth Solutions, Inc. | 1,012 | $201.7K | 0.00% | +1,012 | New |
| Fort, L.P. | 1,015 | $201.5K | 0.51% | −286−22.0% | Reduced |
| Simplicity Wealth,LLC | 1,011 | $200.8K | 0.02% | −1,593−61.2% | Reduced |
| CIBC Private Wealth Group, LLC | 947 | $188.0K | 0.00% | −211−18.2% | Reduced |
| SRS Capital Advisors, Inc. | 932 | $185.1K | 0.02% | −97−9.4% | Reduced |
| Jones Financial Companies LLLP | 800 | $161.5K | 0.00% | +768+2,400.0% | Added |
| Catalyst Funds Management Pty Ltd | 700 | $139.0K | 0.03% | +700 | New |
| Quarry LP | 651 | $129.3K | 0.04% | +651 | New |
| State of Wyoming | 628 | $124.7K | 0.02% | −1,050−62.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 611 | $121.3K | 0.00% | −196−24.3% | Reduced |
| Anchor Investment Management, LLC | 562 | $111.6K | 0.01% | +562 | New |