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, Q4 2024
Institutional positions in Ferguson Enterprises Inc. as of Dec 31, 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
- +11 vs. Q3 2024
- Shares held
- 176.7M
- +7.83M (+4.6%) vs. Q3 2024
- Total value
- $30.7B
- −$2.68B (−8.1%) vs. Q3 2024
- New holders
- 119
- 230 more added
- Sold out
- 108
- 293 more reduced
11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Ferguson Enterprises Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wood Tarver Financial Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Johnson Financial Group, Inc. | 0 | $8 | 0.00% | −1,291−100.0% | Reduced |
| Cape Investment Advisory, Inc. | 1 | $174 | 0.00% | +1 | New |
| FLP Wealth Management, LLC | 1 | $185 | 0.00% | +1 | New |
| Crewe Advisors LLC | 2 | $348 | 0.00% | +2 | New |
| First Pacific Financial | 2 | $348 | 0.00% | +2 | New |
| 1620 Investment Advisors, Inc. | 3 | $510 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $521 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $524 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 4 | $694 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 4 | $694 | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $1.04K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6 | $1.04K | 0.00% | +6 | New |
| Spectrum Wealth Counsel, LLC | 6 | $1.04K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $1.22K | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 7 | $1.22K | 0.00% | +7 | New |
| WealthTrak Capital Management LLC | 7 | $1.22K | 0.00% | +7 | New |
| McIlrath & Eck, LLC | 8 | $1.39K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 9 | $1.49K | 0.00% | −18−66.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 9 | $1.56K | 0.00% | +9 | New |
| MAI Capital Management | 9 | $1.56K | 0.00% | +9 | New |
| Synergy Financial Management, LLC | 10 | $1.99K | 0.00% | +10 | New |
| WealthCollab, LLC | 12 | $2.08K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $2.43K | 0.00% | +2+16.7% | Added |
| AdvisorNet Financial, Inc | 15 | $2.60K | 0.00% | −6−28.6% | Reduced |
| Oakworth Capital, Inc. | 15 | $2.60K | 0.00% | −3−16.7% | Reduced |
| Continuum Advisory, LLC | 16 | $2.78K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 16 | $2.78K | 0.00% | −3−15.8% | Reduced |
| Abound Wealth Management | 17 | $2.87K | 0.00% | +1+6.3% | Added |
| Avion Wealth | 18 | $3.00K | 0.00% | −8−30.8% | Reduced |
| WR Wealth Planners, LLC | 19 | $3.30K | 0.00% | +3+18.8% | Added |
| DiNuzzo Private Wealth, Inc. | 20 | $3.47K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 26 | $4.51K | 0.00% | +4+18.2% | Added |
| Cornerstone Planning Group LLC | 25 | $4.61K | 0.00% | +11+78.6% | Added |
| Citizens National Bank Trust Department | 28 | $4.86K | 0.00% | +28 | New |
| Capital Advisors, Ltd. LLC | 28 | $5.00K | 0.00% | −1−3.4% | Reduced |
| SBI Securities Co., Ltd. | 32 | $5.55K | 0.00% | +32 | New |
| True Wealth Design, LLC | 33 | $5.68K | 0.00% | −112−77.2% | Reduced |
| MV Capital Management, Inc. | 35 | $6.08K | 0.00% | +13+59.1% | Added |
| BNP Paribas | 37 | $6.42K | 0.00% | +37 | New |
| Bruce G. Allen Investments, LLC | 38 | $6.60K | 0.01% | +2+5.6% | Added |
| Criterion Capital Advisors, LLC | 38 | $7.36K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 47 | $8.00K | 0.00% | +47 | New |
| WPG Advisers, LLC | 47 | $8.16K | 0.01% | +47 | New |
| Parkside Financial Bank & Trust | 49 | $8.51K | 0.00% | +9+22.5% | Added |
| Hemington Wealth Management | 56 | $9.00K | 0.00% | +11+24.4% | Added |
| Larson Financial Group LLC | 52 | $9.03K | 0.00% | +44+550.0% | Added |
| Fortitude Family Office, LLC | 54 | $9.37K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 56 | $9.72K | 0.00% | −15−21.1% | Reduced |
| JFS Wealth Advisors, LLC | 56 | $9.72K | 0.00% | −7−11.1% | Reduced |
| Grove Bank & Trust | 57 | $9.89K | 0.00% | +57 | New |
| Eagle Bay Advisors LLC | 58 | $10.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 64 | $11.1K | 0.00% | −22−25.6% | Reduced |
| UMA Financial Services, Inc. | 68 | $11.8K | 0.00% | +68 | New |
| Carolinas Wealth Consulting LLC | 76 | $13.2K | 0.00% | +17+28.8% | Added |
| Sierra Ocean, LLC | 78 | $13.5K | 0.01% | +78 | New |
| Whipplewood Advisors, LLC | 78 | $13.5K | 0.01% | +78 | New |
| Zions Bancorporation, N.A. | 81 | $14.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 81 | $14.1K | 0.00% | +46+131.4% | Added |
| Quent Capital, LLC | 83 | $14.4K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 110 | $19.1K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 111 | $19.3K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 111 | $19.3K | 0.01% | −115−50.9% | Reduced |
| Lazard Asset Management LLC | 119 | $20.0K | 0.00% | −11−8.5% | Reduced |
| Kestra Investment Management, LLC | 118 | $20.6K | 0.00% | −1,337−91.9% | Reduced |
| Sunbelt Securities, Inc. | 121 | $21.0K | 0.00% | +121 | New |
| SJS Investment Consulting Inc. | 128 | $22.2K | 0.00% | +106+481.8% | Added |
| TD Private Client Wealth LLC | 131 | $22.7K | 0.00% | −61−31.8% | Reduced |
| Asset Dedication, LLC | 137 | $23.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 137 | $25.4K | 0.00% | +45+48.9% | Added |
| Clark Wealth Partners | 150 | $26.0K | 0.02% | +150 | New |
| Manchester Capital Management LLC | 151 | $26.2K | 0.00% | +136+906.7% | Added |
| Bryn Mawr Trust Co | 155 | $26.9K | 0.00% | −179−53.6% | Reduced |
| Harbour Investments, Inc. | 156 | $27.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 163 | $28.3K | 0.00% | −30−15.5% | Reduced |
| LGT Financial Advisors LLC | 198 | $34.4K | 0.08% | +102+106.3% | Added |
| Berbice Capital Management LLC | 200 | $34.7K | 0.03% | +200 | New |
| Summer Road LLC | 200 | $34.7K | 0.03% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 201 | $34.9K | 0.01% | −26,574−99.2% | Reduced |
| Old Point Trust & Financial Services N A | 202 | $35.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 205 | $35.6K | 0.01% | +15+7.9% | Added |
| MCF Advisors LLC | 214 | $37.4K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 223 | $38.7K | 0.00% | −34−13.2% | Reduced |
| Private Trust Co NA | 258 | $44.8K | 0.00% | +124+92.5% | Added |
| R Squared Ltd | 260 | $45.1K | 0.04% | +260 | New |
| First Horizon Advisors, Inc. | 282 | $49.0K | 0.00% | +10+3.7% | Added |
| Park Place Capital Corp | 287 | $49.8K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 324 | $56.2K | 0.00% | +2+0.6% | Added |
| Farther Finance Advisors, LLC | 330 | $57.3K | 0.00% | −34−9.3% | Reduced |
| Assetmark, Inc | 333 | $57.8K | 0.00% | +97+41.1% | Added |
| Covestor Ltd | 338 | $59.0K | 0.04% | +233+221.9% | Added |
| Umb Bank N A | 340 | $59.0K | 0.00% | +340 | New |
| Mascoma Wealth Management LLC | 350 | $60.8K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 354 | $61.4K | 0.00% | +124+53.9% | Added |
| Quarry LP | 368 | $63.9K | 0.01% | −283−43.5% | Reduced |
| Versant Capital Management, Inc | 399 | $69.3K | 0.01% | +250+167.8% | Added |
| Hexagon Capital Partners LLC | 406 | $70.5K | 0.01% | −83−17.0% | Reduced |
| Proequities, Inc. | 379 | $70.7K | 0.00% | −812−68.2% | Reduced |
| Lindbrook Capital, LLC | 436 | $75.7K | 0.01% | −9−2.0% | Reduced |