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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 575 | $99.8K | 0.00% | −36−5.9% | Reduced |
| Anchor Investment Management, LLC | 562 | $97.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 553 | $96.0K | 0.00% | −557−50.2% | Reduced |
| Rosenberg Matthew Hamilton | 535 | $92.9K | 0.02% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 492 | $85.6K | 0.14% | +492 | New |
| Northwestern Mutual Wealth Management Co | 466 | $80.9K | 0.00% | +33+7.6% | Added |
| Caitong International Asset Management Co., Ltd | 462 | $80.2K | 0.08% | +462 | New |
| Nisa Investment Advisors, LLC | 450 | $78.5K | 0.00% | −2,469−84.6% | Reduced |
| Lindbrook Capital, LLC | 436 | $75.7K | 0.01% | −9−2.0% | Reduced |
| Proequities, Inc. | 379 | $70.7K | 0.00% | −812−68.2% | Reduced |
| Hexagon Capital Partners LLC | 406 | $70.5K | 0.01% | −83−17.0% | Reduced |
| Versant Capital Management, Inc | 399 | $69.3K | 0.01% | +250+167.8% | Added |
| Quarry LP | 368 | $63.9K | 0.01% | −283−43.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 354 | $61.4K | 0.00% | +124+53.9% | Added |
| Mascoma Wealth Management LLC | 350 | $60.8K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 340 | $59.0K | 0.00% | +340 | New |
| Covestor Ltd | 338 | $59.0K | 0.04% | +233+221.9% | Added |
| Assetmark, Inc | 333 | $57.8K | 0.00% | +97+41.1% | Added |
| Farther Finance Advisors, LLC | 330 | $57.3K | 0.00% | −34−9.3% | Reduced |
| GeoWealth Management, LLC | 324 | $56.2K | 0.00% | +2+0.6% | Added |
| Park Place Capital Corp | 287 | $49.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 282 | $49.0K | 0.00% | +10+3.7% | Added |
| R Squared Ltd | 260 | $45.1K | 0.04% | +260 | New |
| Private Trust Co NA | 258 | $44.8K | 0.00% | +124+92.5% | Added |
| Avalon Trust Co | 223 | $38.7K | 0.00% | −34−13.2% | Reduced |
| MCF Advisors LLC | 214 | $37.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 205 | $35.6K | 0.01% | +15+7.9% | Added |
| Old Point Trust & Financial Services N A | 202 | $35.1K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 201 | $34.9K | 0.01% | −26,574−99.2% | Reduced |
| Summer Road LLC | 200 | $34.7K | 0.03% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 200 | $34.7K | 0.03% | +200 | New |
| LGT Financial Advisors LLC | 198 | $34.4K | 0.08% | +102+106.3% | Added |
| Fifth Third Bancorp | 163 | $28.3K | 0.00% | −30−15.5% | Reduced |
| Harbour Investments, Inc. | 156 | $27.1K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 155 | $26.9K | 0.00% | −179−53.6% | Reduced |
| Manchester Capital Management LLC | 151 | $26.2K | 0.00% | +136+906.7% | Added |
| Clark Wealth Partners | 150 | $26.0K | 0.02% | +150 | New |
| Allworth Financial LP | 137 | $25.4K | 0.00% | +45+48.9% | Added |
| Asset Dedication, LLC | 137 | $23.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 131 | $22.7K | 0.00% | −61−31.8% | Reduced |
| SJS Investment Consulting Inc. | 128 | $22.2K | 0.00% | +106+481.8% | Added |
| Sunbelt Securities, Inc. | 121 | $21.0K | 0.00% | +121 | New |
| Kestra Investment Management, LLC | 118 | $20.6K | 0.00% | −1,337−91.9% | Reduced |
| Lazard Asset Management LLC | 119 | $20.0K | 0.00% | −11−8.5% | Reduced |
| Skopos Labs, Inc. | 111 | $19.3K | 0.01% | −115−50.9% | Reduced |
| Ransom Advisory, Ltd | 111 | $19.3K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 110 | $19.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 83 | $14.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sierra Ocean, LLC | 78 | $13.5K | 0.01% | +78 | New |
| Whipplewood Advisors, LLC | 78 | $13.5K | 0.01% | +78 | New |
| Carolinas Wealth Consulting LLC | 76 | $13.2K | 0.00% | +17+28.8% | Added |
| UMA Financial Services, Inc. | 68 | $11.8K | 0.00% | +68 | New |
| Bell Investment Advisors, Inc | 64 | $11.1K | 0.00% | −22−25.6% | Reduced |
| Eagle Bay Advisors LLC | 58 | $10.1K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 57 | $9.89K | 0.00% | +57 | New |
| 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 |
| Fortitude Family Office, LLC | 54 | $9.37K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 52 | $9.03K | 0.00% | +44+550.0% | Added |
| Hemington Wealth Management | 56 | $9.00K | 0.00% | +11+24.4% | Added |
| Parkside Financial Bank & Trust | 49 | $8.51K | 0.00% | +9+22.5% | Added |
| WPG Advisers, LLC | 47 | $8.16K | 0.01% | +47 | New |
| Transamerica Financial Advisors, Inc. | 47 | $8.00K | 0.00% | +47 | New |
| Criterion Capital Advisors, LLC | 38 | $7.36K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 38 | $6.60K | 0.01% | +2+5.6% | Added |
| BNP Paribas | 37 | $6.42K | 0.00% | +37 | New |
| MV Capital Management, Inc. | 35 | $6.08K | 0.00% | +13+59.1% | Added |
| True Wealth Design, LLC | 33 | $5.68K | 0.00% | −112−77.2% | Reduced |
| SBI Securities Co., Ltd. | 32 | $5.55K | 0.00% | +32 | New |
| Capital Advisors, Ltd. LLC | 28 | $5.00K | 0.00% | −1−3.4% | Reduced |
| Citizens National Bank Trust Department | 28 | $4.86K | 0.00% | +28 | New |
| Cornerstone Planning Group LLC | 25 | $4.61K | 0.00% | +11+78.6% | Added |
| Rothschild Investment LLC | 26 | $4.51K | 0.00% | +4+18.2% | Added |
| Creekmur Asset Management LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $3.47K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 19 | $3.30K | 0.00% | +3+18.8% | Added |
| Avion Wealth | 18 | $3.00K | 0.00% | −8−30.8% | Reduced |
| Abound Wealth Management | 17 | $2.87K | 0.00% | +1+6.3% | Added |
| Central Trust Co | 16 | $2.78K | 0.00% | −3−15.8% | Reduced |
| Continuum Advisory, LLC | 16 | $2.78K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $2.60K | 0.00% | −6−28.6% | Reduced |
| Oakworth Capital, Inc. | 15 | $2.60K | 0.00% | −3−16.7% | Reduced |
| Highline Wealth Partners LLC | 14 | $2.43K | 0.00% | +2+16.7% | Added |
| WealthCollab, LLC | 12 | $2.08K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 10 | $1.99K | 0.00% | +10 | New |
| MAI Capital Management | 9 | $1.56K | 0.00% | +9 | New |
| Cullen/Frost Bankers, Inc. | 9 | $1.56K | 0.00% | +9 | New |
| Washington Trust Advisors, Inc. | 9 | $1.49K | 0.00% | −18−66.7% | Reduced |
| McIlrath & Eck, LLC | 8 | $1.39K | 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 |
| Spectrum Wealth Counsel, LLC | 6 | $1.04K | 0.00% | 00.0% | Unchanged |
| 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 |
| Concord Wealth Partners | 4 | $694 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 4 | $694 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 3 | $524 | 0.00% | 00.0% | Unchanged |