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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 450 | $78.5K | 0.00% | −2,469−84.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 462 | $80.2K | 0.08% | +462 | New |
| Northwestern Mutual Wealth Management Co | 466 | $80.9K | 0.00% | +33+7.6% | Added |
| Capital A Wealth Management, LLC | 492 | $85.6K | 0.14% | +492 | New |
| Rosenberg Matthew Hamilton | 535 | $92.9K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 553 | $96.0K | 0.00% | −557−50.2% | Reduced |
| Anchor Investment Management, LLC | 562 | $97.5K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 575 | $99.8K | 0.00% | −36−5.9% | Reduced |
| Hilltop National Bank | 576 | $100.0K | 0.03% | +576 | New |
| Cary Street Partner Investment Advisory LLC | 582 | $101.0K | 0.07% | −7,545−92.8% | Reduced |
| Sava Infond d.o.o. | 700 | $121.5K | 0.02% | +700 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 707 | $122.7K | 0.04% | +707 | New |
| Fedenia Advisers LLC | 711 | $123.4K | 0.07% | +711 | New |
| Federated Hermes, Inc. | 741 | $128.6K | 0.00% | −1,166−61.1% | Reduced |
| Ronald Blue Trust, Inc. | 783 | $135.9K | 0.00% | −1,515−65.9% | Reduced |
| SWAN Capital LLC | 793 | $137.6K | 0.07% | +243+44.2% | Added |
| Stance Capital LLC | 823 | $142.8K | 0.09% | +823 | New |
| Brown Shipley& Co Ltd | 830 | $144.1K | 0.07% | −200−19.4% | Reduced |
| Penserra Capital Management LLC | 890 | $154.0K | 0.00% | +872+4,844.4% | Added |
| University of Texas/Texas Am Investment Managment Co | 972 | $168.7K | 0.02% | +972 | New |
| SRS Capital Advisors, Inc. | 979 | $169.9K | 0.01% | +47+5.0% | Added |
| Clearstead Advisors, LLC | 987 | $171.2K | 0.00% | +543+122.3% | Added |
| Whittier Trust Co | 1,048 | $181.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,096 | $190.2K | 0.00% | +296+37.0% | Added |
| Stephens Inc | 1,165 | $202.2K | 0.00% | −11−0.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,170 | $203.1K | 0.07% | 00.0% | Unchanged |
| McDaniel Terry & Co | 1,184 | $206.0K | 0.02% | 00.0% | Unchanged |
| Canoe Financial LP | 1,204 | $209.0K | 0.00% | +999+487.3% | Added |
| Cidel Asset Management Inc | 1,206 | $209.3K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,207 | $209.4K | 0.01% | −147−10.9% | Reduced |
| Integrated Wealth Concepts LLC | 1,214 | $210.8K | 0.00% | +74+6.5% | Added |
| Financial Advocates Investment Management | 1,224 | $212.5K | 0.01% | +1,224 | New |
| Polen Capital Management LLC | 1,238 | $214.9K | 0.00% | +1,238 | New |
| Isthmus Partners, LLC | 1,248 | $216.6K | 0.03% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 1,250 | $217.0K | 0.11% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,252 | $217.3K | 0.08% | −8−0.6% | Reduced |
| Stephenson National Bank & Trust | 1,263 | $219.2K | 0.07% | +1,263 | New |
| West Michigan Advisors, LLC | 1,258 | $219.4K | 0.07% | −86−6.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 1,266 | $219.8K | 0.04% | +54+4.5% | Added |
| Forum Financial Management, LP | 1,274 | $221.1K | 0.00% | +35+2.8% | Added |
| Simon Quick Advisors, LLC | 1,276 | $222.1K | 0.01% | +143+12.6% | Added |
| Fort Washington Investment Advisors Inc | 1,301 | $225.8K | 0.00% | +1,301 | New |
| Old National Bancorp | 1,315 | $228.2K | 0.01% | +42+3.3% | Added |
| Graypoint LLC | 1,320 | $229.1K | 0.01% | +51+4.0% | Added |
| Principal Street Partners, LLC | 1,320 | $229.1K | 0.05% | +108+8.9% | Added |
| Founders Grove Wealth Partners, LLC | 1,323 | $229.6K | 0.07% | +1,323 | New |
| Atomi Financial Group, Inc. | 1,325 | $230.3K | 0.01% | +300+29.3% | Added |
| BSW Wealth Partners | 1,337 | $232.0K | 0.03% | −16−1.2% | Reduced |
| National Asset Management, Inc. | 1,334 | $232.6K | 0.01% | −34−2.5% | Reduced |
| Curran Financial Partners, LLC | 1,353 | $234.9K | 0.06% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,365 | $237.0K | 0.10% | −829−37.8% | Reduced |
| Sagespring Wealth Partners, LLC | 1,376 | $238.9K | 0.01% | +1,376 | New |
| Douglass Winthrop Advisors, LLC | 1,420 | $246.5K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,432 | $248.6K | 0.01% | +111+8.4% | Added |
| Private Advisor Group, LLC | 1,439 | $249.9K | 0.00% | −75−5.0% | Reduced |
| Berkshire Asset Management LLC | 1,395 | $252.0K | 0.01% | +1,395 | New |
| GTS Securities LLC | 1,495 | $259.5K | 0.01% | −698−31.8% | Reduced |
| Pinnacle Associates Ltd | 1,505 | $261.2K | 0.00% | +1,505 | New |
| Chico Wealth RIA | 1,511 | $262.3K | 0.23% | +12+0.8% | Added |
| Freestone Capital Holdings, LLC | 1,527 | $265.0K | 0.01% | −293−16.1% | Reduced |
| Gabelli Funds LLC | 1,550 | $269.0K | 0.00% | +1,550 | New |
| Corebridge Financial, Inc. | 1,562 | $271.1K | 0.00% | −104−6.2% | Reduced |
| Colonial Trust Co | 1,562 | $271.1K | 0.04% | +132+9.2% | Added |
| Legacy Advisors, LLC | 1,579 | $274.1K | 0.03% | −102−6.1% | Reduced |
| Quadrant Capital Group LLC | 1,586 | $275.4K | 0.02% | −60−3.6% | Reduced |
| Verdence Capital Advisors LLC | 1,588 | $275.7K | 0.02% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,591 | $276.1K | 0.04% | −216−12.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,600 | $278.7K | 0.01% | −55,876−97.2% | Reduced |
| Perfromance Wealth Partners, LLC | 1,615 | $280.3K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 1,631 | $283.4K | 0.01% | +1,631 | New |
| Parallel Advisors, LLC | 1,633 | $283.4K | 0.01% | +23+1.4% | Added |
| Crossmark Global Holdings, Inc. | 1,658 | $288.0K | 0.01% | −19,582−92.2% | Reduced |
| Scott Capital Advisors, LLC | 1,714 | $292.1K | 0.08% | −200−10.4% | Reduced |
| Huntington National Bank | 1,686 | $292.7K | 0.00% | −31−1.8% | Reduced |
| Clarius Group, LLC | 1,687 | $292.9K | 0.02% | −1,689−50.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,750 | $303.8K | 0.12% | 00.0% | Unchanged |
| Callan Family Office, LLC | 1,763 | $306.0K | 0.02% | +1,763 | New |
| McDonald Partners LLC | 1,780 | $309.0K | 0.08% | +1,780 | New |
| Alps Advisors Inc | 1,800 | $312.4K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,801 | $312.6K | 0.03% | −48,389−96.4% | Reduced |
| Smartleaf Asset Management LLC | 1,825 | $316.9K | 0.03% | +286+18.6% | Added |
| Mesirow Financial Investment Management, Inc. | 1,857 | $322.3K | 0.01% | −23−1.2% | Reduced |
| Teacher Retirement System of Texas | 1,878 | $326.0K | 0.00% | −71,155−97.4% | Reduced |
| DGS Capital Management, LLC | 1,881 | $326.5K | 0.08% | −362−16.1% | Reduced |
| Meeder Advisory Services, Inc. | 1,896 | $329.1K | 0.02% | +13+0.7% | Added |
| Values First Advisors, Inc. | 1,945 | $337.5K | 0.19% | −147−7.0% | Reduced |
| Spire Wealth Management | 1,953 | $339.0K | 0.01% | +1,953 | New |
| Financial Management Professionals, Inc. | 1,955 | $339.3K | 0.04% | +217+12.5% | Added |
| OneAscent Financial Services LLC | 1,958 | $340.0K | 0.03% | −353−15.3% | Reduced |
| First Hawaiian Bank | 1,971 | $342.1K | 0.01% | +1,971 | New |
| Transatlantique Private Wealth LLC | 2,013 | $349.4K | 0.13% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 2,040 | $354.1K | 0.00% | −98−4.6% | Reduced |
| First Financial Bankshares Inc | 2,054 | $356.5K | 0.01% | +2,054 | New |
| Cigna Investments Inc | 2,066 | $358.0K | 0.06% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,081 | $361.6K | 0.00% | +600+40.5% | Added |
| Franklin Street Advisors Inc | 2,125 | $369.0K | 0.02% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,140 | $371.4K | 0.05% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 2,145 | $372.3K | 0.00% | +2,145 | New |
| EverSource Wealth Advisors, LLC | 2,152 | $373.6K | 0.02% | +279+14.9% | Added |
| Blueshift Asset Management, LLC | 2,163 | $375.4K | 0.14% | −1,644−43.2% | Reduced |