Ferguson EnterprisesFERG
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 932 institutions reported holding Ferguson Enterprises Inc. (FERG) in their 13F filings, up 26 from Q4 2025. 117 opened new positions and 90 sold out. The largest holders were BlackRock, Inc. ($2.7B), Vanguard Portfolio Management LLC ($2.1B) and Vanguard Capital Management LLC ($2.0B). 14 famous investors held it, including Seth Klarman (6.6% of Baupost Group's portfolio), Gavin Baker (0.8% of Atreides Management's portfolio) and Daniel Sundheim (0.7% of D1 Capital Partners's portfolio).
- Company
- Ferguson Enterprises Inc.
- Sector
- Miscellaneous
- CUSIP
- 31488V107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $289.4M |
| Exits | 90 | $237.5M |
All 13F filers, Q4 2025 → Q1 2026: 14,951,965 shares bought and 11,687,877 shares sold, net +3,264,088 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 932 holders
| BlackRock, Inc. | 0.05% | Add +1.5% | 11,646,817 | $2.7B |
| Vanguard Portfolio Management LLC | 0.11% | — | 9,162,745 | $2.1B |
| Vanguard Capital Management LLC | 0.05% | — | 8,760,376 | $2.0B |
| Wellington Management Group LLP | 0.37% | Reduce -9.4% | 8,488,321 | $2.0B |
| FMR LLC | 0.10% | Add +11.8% | 7,847,306 | $1.8B |
| Janus Henderson Group PLC | 0.68% | Add +2.1% | 6,107,108 | $1.4B |
| Bank of New York Mellon Corp | 0.24% | Reduce -6.3% | 5,707,184 | $1.3B |
| State Street Corp. | 0.04% | Add +1.2% | 4,571,451 | $1.1B |
| Franklin Resources Inc. | 0.25% | Reduce -3.3% | 4,247,747 | $990.8M |
| WCM Investment Management, LLC | 2.22% | Reduce -1.3% | 4,348,417 | $972.5M |
| Geode Capital Management, LLC | 0.05% | Add +2.2% | 3,458,149 | $804.3M |
| Pictet Asset Management Holding SA | 0.71% | Add +9.2% | 2,868,181 | $668.8M |
| T. Rowe Price Investment Management, Inc. | 0.44% | Reduce -0.5% | 2,710,338 | $632.2M |
| Parnassus Investments, LLC | 1.78% | Add +1.7% | 2,609,159 | $608.6M |
| Soroban Capital Partners LP | 4.00% | Reduce -19.5% | 2,398,367 | $559.4M |
| Invesco Ltd. | 0.05% | Reduce -10.6% | 2,250,331 | $524.9M |
| Durable Capital Partners LP | 5.26% | Add +40.4% | 2,191,975 | $511.3M |
| Brown Advisory Inc. | 0.84% | Reduce -12.8% | 2,183,407 | $509.3M |
| Capital Research Global Investors | 0.08% | Add +20.8% | 2,094,879 | $488.6M |
| Royal Bank of Canada | 0.09% | Reduce -4.5% | 2,038,769 | $475.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.10% | Reduce -1.1% | 2,038,485 | $475.5M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -3.0% | 1,881,271 | $438.8M |
| W1M Asset Management Ltd | 4.74% | Add +5.1% | 1,864,092 | $435.1M |
| Massachusetts Financial Services Co. | 0.15% | Add +110.8% | 1,850,530 | $434.1M |
| Barclays PLC | 0.15% | Add +3.7% | 1,766,120 | $412.0M |
| Dimensional Fund Advisors LP | 0.08% | Add +0.7% | 1,751,929 | $408.5M |
| Cantillon Capital Management LLC | 2.71% | Reduce -11.9% | 1,749,302 | $408.0M |
| Northern Trust Corp. | 0.05% | Reduce -3.8% | 1,638,019 | $382.1M |
| JPMorgan Chase & Co. | 0.02% | Add +73.8% | 1,518,798 | $339.7M |
| Baupost Group | 6.58% | Add +26.9% | 1,442,411 | $336.5M |
| Vontobel Holding Ltd. | 1.15% | Reduce -37.8% | 1,429,604 | $333.5M |
| 59 North Capital Management, LP | 9.93% | Add +13.7% | 1,427,341 | $332.9M |
| Legal & General Group Plc | 0.08% | Add +1.3% | 1,421,867 | $330.2M |
| APG Asset Management N.V. | 1.04% | Reduce -11.6% | 1,619,594 | $327.9M |
| Foxhaven Asset Management, LP | 10.06% | Reduce -8.3% | 1,374,460 | $320.6M |
| Fiduciary Management Inc. | 3.87% | Reduce -10.0% | 1,337,332 | $311.9M |
| Amundi | 0.08% | Add +17.3% | 1,321,070 | $308.2M |
| Stifel Financial Corp. | 0.27% | Reduce -1.2% | 1,277,688 | $298.0M |
| Millennium Management | 0.23% | Add +119.2% | 1,248,903 | $291.3M |
| Vanguard Fiduciary Trust Co. | 0.07% | — | 1,215,122 | $283.4M |
| Qube Research & Technologies Ltd | 0.40% | Add +13.0% | 1,209,745 | $282.2M |
| USS Investment Management Ltd | 1.17% | Reduce -0.8% | 1,183,017 | $276.0M |
| Nuveen, LLC | 0.07% | Add +114.2% | 1,140,984 | $266.1M |
| Ameriprise Financial Inc. | 0.06% | Add +305.9% | 1,125,222 | $262.4M |
| Bank of America Corp. | 0.02% | Add +43.6% | 1,029,896 | $240.2M |
| Holocene Advisors, LP | 0.55% | Add +34.2% | 973,878 | $227.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +3.6% | 861,047 | $200.8M |
| Envestnet Asset Management Inc. | 0.05% | Add +9.9% | 854,747 | $199.4M |
| Beck Mack & Oliver LLC | 4.01% | Reduce -1.3% | 832,656 | $194.2M |
| First Pacific Advisors, LP | 2.72% | Reduce -7.9% | 816,993 | $190.6M |
| Marshall Wace, LLP | 0.21% | Add +17.1% | 814,697 | $190.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.17% | Add +5978.4% | 786,538 | $183.5M |
| Morgan Stanley | 0.01% | Reduce -6.9% | 773,132 | $180.3M |
| Nordea Investment Management AB | 0.17% | Add +2254.6% | 786,825 | $180.0M |
| Allianz Asset Management GmbH | 0.20% | Add +135.8% | 753,901 | $175.9M |
| Deutsche Bank AG | 0.06% | Add +13.6% | 750,623 | $175.1M |
| Adage Capital Partners Gp, L.L.C. | 0.25% | Reduce -20.6% | 706,340 | $164.8M |
| Royal London Asset Management Ltd. | 0.34% | Reduce -0.8% | 698,932 | $163.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1.00% | Reduce -30.1% | 683,701 | $159.5M |
| Raymond James Financial Inc. | 0.05% | Add +3.5% | 689,910 | $158.2M |
| Mawer Investment Management Ltd. | 1.01% | Reduce -20.6% | 672,031 | $156.8M |
| KBC Group NV | 0.39% | Add +2.2% | 671,258 | $156.6M |
| Eminence Capital, LP | 3.45% | Add +29.2% | 645,805 | $150.6M |
| Egerton Capital (UK) LLP | 1.64% | Reduce -37.1% | 634,258 | $147.9M |
| First Eagle Investment Management, LLC | 0.25% | Add +0.6% | 633,309 | $147.7M |
| Rathbones Group PLC | 0.57% | Reduce -22.4% | 614,528 | $143.3M |
| Southpoint Capital Advisors LP | 2.88% | No change | 600,000 | $140.0M |
| Swiss National Bank | 0.08% | Add +6.8% | 574,047 | $133.9M |
| Balyasny Asset Management L.P. | 0.26% | Add +100.9% | 547,072 | $127.6M |
| Clearbridge Investments, LLC | 0.11% | Reduce -2.7% | 539,468 | $125.8M |
| UBS Group AG | 0.02% | Add +61.8% | 532,735 | $124.3M |
| MBB Public Markets I LLC | 14.74% | Add +12.8% | 527,772 | $123.1M |
| Findlay Park Partners LLP | 1.61% | Reduce -7.8% | 496,710 | $115.9M |
| Wesleyan Assurance Society | 6.74% | Add +0.3% | 497,309 | $114.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Reduce -4.8% | 443,404 | $103.4M |
| Jane Street Group, LLC | 0.11% | Add +35.9% | 440,908 | $102.8M |
| Citadel Advisors | 0.07% | Add +2248.9% | 439,269 | $102.5M |
| California Public Employees Retirement System | 0.06% | Reduce -34.7% | 433,274 | $101.1M |
| AQR Capital Management | 0.05% | Reduce -15.8% | 434,780 | $100.3M |
| Wells Fargo & Company | 0.02% | Add +6.0% | 414,560 | $96.7M |
| First Trust Advisors LP | 0.06% | Reduce -12.5% | 374,941 | $87.5M |
| Madison Asset Management, LLC | 1.08% | Reduce -6.0% | 373,297 | $87.1M |
| Sei Investments Co. | 0.08% | Add +24.1% | 369,918 | $86.3M |
| Captrust Financial Advisors | 0.15% | Add +65.8% | 365,997 | $85.4M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.25% | Reduce -5.6% | 356,080 | $82.2M |
| D1 Capital Partners | 0.73% | New | 349,347 | $81.5M |
| Lord, Abbett & Co. LLC | 0.27% | Add +7.6% | 343,384 | $80.1M |
| Victory Capital Management Inc. | 0.05% | Add +3.5% | 338,710 | $79.0M |
| National Pension Service | 0.06% | Add +12.0% | 333,559 | $77.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.07% | — | 330,492 | $77.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +11.9% | 330,136 | $77.0M |
| Munich Reinsurance Co Stock Corp in Munich | 1.82% | Add +0.8% | 318,599 | $74.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.13% | Reduce -14.2% | 317,664 | $74.1M |
| Zacks Investment Management | 0.59% | Reduce -0.1% | 312,966 | $73.0M |
| Anchor Capital Advisors LLC | 2.03% | Add +1.5% | 305,527 | $71.3M |
| California State Teachers Retirement System | 0.07% | Reduce -3.0% | 293,244 | $68.4M |
| PFA Pension, Forsikringsaktieselskab | 0.20% | Reduce -2.8% | 281,343 | $65.6M |
| Canada Pension Plan Investment Board | 0.04% | Reduce -35.6% | 275,015 | $64.1M |
| GFI Investment Counsel Ltd. | 8.39% | Reduce -8.7% | 262,970 | $61.3M |
| Susquehanna International Group, LLP | 0.08% | Add +20.5% | 257,115 | $60.0M |
"% of holder's portfolio" is FERG's weight in each manager's 13F, not the share of Ferguson Enterprises Inc. the manager owns.