Ferguson EnterprisesFERG

13F holders, Q2 2024 (June 30)
23holders +22
22new positions
0sold out
$193.67avg. 13F price*

At the end of Q2 2024, 23 institutions reported holding Ferguson Enterprises Inc. (FERG) in their 13F filings, up 22 from Q1 2024. 22 opened new positions and 0 sold out. The largest holders were Fiduciary Management Inc. ($320.0M), Beck Mack & Oliver LLC ($101.0M) and Madison Asset Management, LLC ($41.9M).

Company
Ferguson Enterprises Inc.
Sector
Miscellaneous
CUSIP
31488V107
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 1Q1 2024Q2 2024: 23Q2 2024Q3 2024: 689Q3 2024Q4 2024: 703Q4 2024Q1 2025: 713Q1 2025Q2 2025: 782Q2 2025Q3 2025: 883Q3 2025Q4 2025: 906Q4 2025Q1 2026: 932Q1 2026Q2 2026: 947Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions22$539.2M
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 2,784,090 shares bought, net +2,784,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders
Fiduciary Management Inc. 2.98% New 1,652,273 $320.0M
Beck Mack & Oliver LLC 2.09% New 521,708 $101.0M
Madison Asset Management, LLC 0.52% New 216,269 $41.9M
Ensign Peak Advisors, Inc 0.05% New 136,828 $26.5M
Martingale Asset Management L P 0.52% New 123,884 $24.0M
Great Lakes Advisors, LLC 0.05% New 26,785 $5.2M
Edge Capital Group, LLC 0.21% New 22,677 $4.4M
Wills Financial Group, Inc. 1.79% New 20,087 $3.9M
Campbell & CO Investment Adviser LLC 0.33% New 19,877 $3.8M
Captrust Financial Advisors 0.01% New 15,328 $3.0M
S&co Inc. 0.13% New 9,468 $1.8M
Partners in Financial Planning 0.28% No change 6,656 $1.3M
Regency Capital Management Inc.\DE 0.64% New 5,166 $1.0M
Advisory Services Network, LLC 0.02% New 4,443 $860K
EverSource Wealth Advisors, LLC 0.03% New 2,105 $469K
DGS Capital Management, LLC 0.13% New 2,417 $468K
Pinnacle Wealth Planning Services, Inc. 0.05% New 1,634 $316K
Douglass Winthrop Advisors, LLC 0.01% New 1,420 $275K
Calydon Capital 0.04% New 1,212 $235K
Mascoma Wealth Management LLC 0.02% New 360 $70K
Ashton Thomas Private Wealth, LLC 0.00% New 125 $24K
Highline Wealth Partners LLC 0.00% New 13 $3K
Cornerstone Planning Group LLC 0.00% New 11 $2K

"% of holder's portfolio" is FERG's weight in each manager's 13F, not the share of Ferguson Enterprises Inc. the manager owns.