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 |
|---|---|---|---|---|---|
| SWAN Capital LLC | 550 | $109.2K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 535 | $106.2K | 0.03% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 504 | $100.5K | 3.05% | −31,853−98.4% | Reduced |
| Alta Advisers Ltd | 500 | $99.3K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 489 | $97.1K | 0.02% | −57−10.4% | Reduced |
| Lindbrook Capital, LLC | 445 | $88.4K | 0.01% | +29+7.0% | Added |
| Clearstead Advisors, LLC | 444 | $88.2K | 0.00% | +154+53.1% | Added |
| Northwestern Mutual Wealth Management Co | 433 | $86.0K | 0.00% | +4+0.9% | Added |
| Farther Finance Advisors, LLC | 364 | $72.3K | 0.00% | +92+33.8% | Added |
| International Assets Investment Management, LLC | 14,297 | $72.0K | 0.00% | +14,297 | New |
| Mascoma Wealth Management LLC | 350 | $69.5K | 0.02% | −10−2.8% | Reduced |
| Brown Brothers Harriman & Co | 335 | $66.5K | 0.00% | +10+3.1% | Added |
| Bryn Mawr Trust Co | 334 | $66.3K | 0.00% | +334 | New |
| GeoWealth Management, LLC | 322 | $63.9K | 0.00% | +322 | New |
| Park Place Capital Corp | 287 | $57.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 272 | $54.0K | 0.00% | −55−16.8% | Reduced |
| Avalon Trust Co | 257 | $51.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 25,638 | $50.9K | 0.00% | +1,081+4.4% | Added |
| Assetmark, Inc | 236 | $46.9K | 0.00% | +19+8.8% | Added |
| Steward Partners Investment Advisory, LLC | 230 | $45.7K | 0.00% | +46+25.0% | Added |
| Skopos Labs, Inc. | 226 | $44.9K | 0.01% | +226 | New |
| MCF Advisors LLC | 214 | $42.7K | 0.00% | 00.0% | Unchanged |
| Canoe Financial LP | 205 | $41.4K | 0.00% | +205 | New |
| Summer Road LLC | 200 | $40.4K | 0.03% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 203 | $40.3K | 0.01% | +203 | New |
| Old Point Trust & Financial Services N A | 202 | $40.1K | 0.01% | +202 | New |
| Ashton Thomas Securities, LLC | 199 | $39.5K | 0.01% | +199 | New |
| Peterson Financial Group, Inc. | 196 | $38.9K | 0.15% | +196 | New |
| Fifth Third Bancorp | 193 | $38.3K | 0.00% | −92−32.3% | Reduced |
| TD Private Client Wealth LLC | 192 | $38.1K | 0.00% | −14−6.8% | Reduced |
| CVA Family Office, LLC | 190 | $37.7K | 0.01% | +21+12.4% | Added |
| Capital Performance Advisors LLP | 186 | $36.9K | 0.01% | +186 | New |
| Harbour Investments, Inc. | 156 | $31.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 149 | $29.6K | 0.01% | −261−63.7% | Reduced |
| FinTrust Capital Advisors, LLC | 146 | $29.0K | 0.00% | −21−12.6% | Reduced |
| True Wealth Design, LLC | 145 | $28.8K | 0.01% | +135+1,350.0% | Added |
| Baldwin Brothers Inc | 140 | $27.9K | 0.00% | +36+34.6% | Added |
| Asset Dedication, LLC | 137 | $27.2K | 0.00% | +137 | New |
| Private Trust Co NA | 134 | $26.6K | 0.00% | −60−30.9% | Reduced |
| Lazard Asset Management LLC | 130 | $25.0K | 0.00% | −20−13.3% | Reduced |
| Bokf, NA | 115 | $22.0K | 0.00% | −1,784−93.9% | Reduced |
| Ransom Advisory, Ltd | 111 | $22.0K | 0.01% | +111 | New |
| South State Corp. | 110 | $21.8K | 0.00% | 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 |
| Sittner & Nelson, LLC | 100 | $19.9K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 96 | $19.1K | 0.05% | −94−49.5% | Reduced |
| Allworth Financial LP | 92 | $18.3K | 0.00% | −43−31.9% | Reduced |
| Bell Investment Advisors, Inc | 86 | $17.1K | 0.00% | +5+6.2% | Added |
| Quent Capital, LLC | 83 | $16.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 81 | $16.1K | 0.00% | −24−22.9% | Reduced |
| Private Wealth Management Group, LLC | 71 | $14.1K | 0.01% | +25+54.3% | Added |
| JFS Wealth Advisors, LLC | 63 | $12.5K | 0.00% | −2−3.1% | Reduced |
| Golden State Equity Partners | 62 | $12.3K | 0.00% | +62 | New |
| Carolinas Wealth Consulting LLC | 59 | $11.7K | 0.00% | −1−1.7% | Reduced |
| Eagle Bay Advisors LLC | 58 | $11.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 54 | $10.7K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 53 | $10.5K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 52 | $10.3K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 45 | $8.00K | 0.00% | +45 | New |
| Parkside Financial Bank & Trust | 40 | $7.94K | 0.00% | +9+29.0% | Added |
| Criterion Capital Advisors, LLC | 38 | $7.36K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 36 | $7.15K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $6.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 27 | $5.37K | 0.00% | +3+12.5% | Added |
| Geneos Wealth Management Inc. | 27 | $5.36K | 0.00% | +27 | New |
| Pineridge Advisors LLC | 26 | $5.20K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 25 | $5.08K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $5.00K | 0.00% | +4+18.2% | Added |
| Creekmur Asset Management LLC | 23 | $4.57K | 0.00% | 00.0% | Unchanged |
| 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 |
| AdvisorNet Financial, Inc | 21 | $4.17K | 0.00% | +1+5.0% | Added |
| NBC Securities, Inc. | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $3.97K | 0.00% | +2+11.1% | Added |
| Altshuler Shaham Ltd | 19 | $3.77K | 0.00% | +1+5.6% | Added |
| Central Trust Co | 19 | $3.77K | 0.00% | +3+18.8% | Added |
| Oakworth Capital, Inc. | 18 | $3.57K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 17 | $3.39K | 0.00% | +17 | New |
| Abound Wealth Management | 16 | $3.27K | 0.00% | +9+128.6% | Added |
| Continuum Advisory, LLC | 16 | $3.25K | 0.00% | +5+45.5% | Added |
| WR Wealth Planners, LLC | 16 | $3.18K | 0.00% | +2+14.3% | Added |
| Penserra Capital Management LLC | 18 | $3.00K | 0.00% | +18 | New |
| Manchester Capital Management LLC | 15 | $2.98K | 0.00% | −5−25.0% | Reduced |
| Sachetta, LLC | 14 | $2.78K | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 14 | $2.73K | 0.00% | +3+27.3% | Added |
| Highline Wealth Partners LLC | 12 | $2.38K | 0.00% | −1−7.7% | Reduced |
| WealthCollab, LLC | 12 | $2.38K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 10 | $1.99K | 0.00% | +10 | New |
| Addison Advisors LLC | 10 | $1.99K | 0.00% | +10 | 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 |
| Spectrum Wealth Counsel, LLC | 6 | $1.19K | 0.00% | +6 | New |
| 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 |
| Concord Wealth Partners | 4 | $794 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $599 | 0.00% | +3 | New |
| JDM Financial Group LLC | 3 | $596 | 0.00% | +3 | New |