FERGUSON ENTERPRISES INC (FERG)
Institutional ownership reported to the SEC as of Q2 2026, across 22 quarters.
896
Reporting holders
$42.7B
Reported value
92.7%
Of shares outstanding
0.4%
Held as options
+16
Holder change
Institutions report 179,246,219 shares against 193,452,717 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.7B | 11,489,134 | 0.04% | 8q | -1.4%-$37.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.2B | 9,138,286 | 0.10% | 2q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.1B | 8,754,927 | 0.04% | 2q | HELD |
| FMR LLC | $1.8B | 7,559,923 | 0.08% | 8q | -3.7%-$68.2M |
| Jupiter Topco LLC | $1.8B | 7,538,616 | 0.73% | new | FIRST |
| WELLINGTON MANAGEMENT GROUP LLP | $1.7B | 7,209,558 | 0.29% | 8q | -15.1%-$303.5M |
| Bank of New York Mellon Corp | $1.1B | 4,835,856 | 0.19% | 8q | -15.3%-$206.8M |
| STATE STREET CORP | $1.1B | 4,619,995 | 0.03% | 8q | +1.1%+$11.6M |
| WCM INVESTMENT MANAGEMENT, LLC | $998.0M | 4,182,592 | 1.81% | 3q | -3.8%-$39.6M |
| FRANKLIN RESOURCES INC | $912.2M | 3,842,652 | 0.20% | 8q | -9.5%-$96.2M |
| BANK OF AMERICA CORP /DE/ | $906.5M | 3,819,779 | 0.06% | 8q | +270.9%+$662.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $810.8M | 3,426,569 | 0.04% | 8q | -0.9%-$7.5M |
| Durable Capital Partners LP | $707.2M | 2,979,735 | 6.88% | 4q | +35.9%+$187.0M |
| PARNASSUS INVESTMENTS, LLC | $672.5M | 2,833,425 | 1.80% | 8q | +8.6%+$53.2M |
| GOLDMAN SACHS GROUP INC | $577.8M | 2,414,287 | 0.05% | 8q | +28.3%+$127.6M |
| Soroban Capital Partners LP | $576.4M | 2,428,771 | 1.21% | 6q | +1.3%+$7.2M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $518.2M | 2,174,605 | 0.16% | 8q | +17.5%+$77.2M |
| Invesco Ltd. | $503.4M | 2,120,943 | 0.04% | 8q | -5.7%-$30.7M |
| Pictet Asset Management Holding SA | $502.4M | 2,116,869 | 0.48% | 8q | -26.2%-$178.3M |
| Capital Research Global Investors | $502.3M | 2,116,289 | 0.07% | 8q | +1.0%+$5.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $487.8M | 2,055,351 | 0.09% | 8q | +0.8%+$4.0M |
| ROYAL BANK OF CANADA | $477.8M | 2,013,091 | 0.07% | 8q | -1.3%-$6.1M |
| MARSHALL WACE, LLP | $475.0M | 2,001,407 | 0.37% | 8q | +145.7%+$281.6M |
| W1M Asset Management Ltd | $469.9M | 1,980,510 | 4.31% | 7q | +6.2%+$27.6M |
| BROWN ADVISORY INC | $452.7M | 1,907,561 | 0.70% | 8q | -12.6%-$65.5M |
| DIMENSIONAL FUND ADVISORS LP | $424.8M | 1,789,935 | 0.08% | 8q | +2.2%+$9.0M |
| NORGES BANK | $424.0M | 1,786,384 | 0.04% | 6q | -20.1%-$106.9M |
| JPMORGAN CHASE & CO | $390.8M | 1,638,000 | 0.02% | 8q | +7.8%+$28.4M |
| BARCLAYS PLC | $390.7M | 1,646,340 | 0.08% | 8q | -6.8%-$28.4M |
| 59 North Capital Management, LP | $380.3M | 1,602,541 | 8.46% | 8q | +12.3%+$41.6M |
| NORTHERN TRUST CORP | $375.3M | 1,581,498 | 0.04% | 8q | -3.5%-$13.4M |
| Vontobel Holding Ltd. | $361.2M | 1,521,951 | 1.15% | 8q | +6.5%+$21.9M |
| Foxhaven Asset Management, LP | $351.2M | 1,479,590 | 9.41% | 8q | +7.6%+$25.0M |
| Legal & General Group Plc | $325.0M | 1,368,081 | 0.07% | 8q | -3.8%-$12.8M |
| Holocene Advisors, LP | $308.2M | 1,298,505 | 0.69% | 6q | +33.3%+$77.0M |
| D1 Capital Partners L.P. | $304.3M | 1,282,038 | 0.87% | 2q | +267.0%+$221.4M |
| Qube Research & Technologies Ltd | $293.0M | 1,234,613 | 0.27% | 8q | +2.1%+$5.9M |
| VANGUARD FIDUCIARY TRUST CO | $291.6M | 1,228,475 | 0.06% | 2q | +1.1%+$3.2M |
| STIFEL FINANCIAL CORP | $286.8M | 1,208,552 | 0.24% | 8q | -5.4%-$16.4M |
| USS Investment Management Ltd | $286.6M | 1,207,760 | 1.03% | 8q | +2.1%+$5.9M |
| MORGAN STANLEY | $277.6M | 1,169,706 | 0.01% | 8q | +51.3%+$94.1M |
| AMERIPRISE FINANCIAL INC | $270.1M | 1,138,057 | 0.05% | 8q | -49.4%-$264.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $263.2M | 1,109,410 | 0.15% | 8q | +391.9%+$209.7M |
| Nuveen, LLC | $261.6M | 1,102,117 | 0.06% | 6q | -3.4%-$9.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $256.5M | 1,080,704 | 0.20% | 8q | +37.4%+$69.8M |
| Amundi | $253.4M | 1,067,886 | 0.06% | 8q | -19.2%-$60.1M |
| MILLENNIUM MANAGEMENT LLC | $250.5M | 1,046,336 | 0.09% | 8q | -16.2%-$48.5M |
| Egerton Capital (UK) LLP | $238.8M | 1,006,024 | 2.31% | 5q | +58.6%+$88.2M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $218.1M | 919,100 | 0.40% | 8q | +31.5%+$52.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $205.8M | 867,054 | 0.03% | 8q | +0.7%+$1.4M |
| Sixth Street Partners Management Company, L.P. | $205.8M | 867,054 | 0.03% | new | NEW |
| FIDUCIARY MANAGEMENT INC /WI/ | $200.5M | 844,907 | 2.85% | 9q | -36.8%-$116.9M |
| ENVESTNET ASSET MANAGEMENT INC | $199.4M | 840,273 | 0.05% | 8q | -1.7%-$3.4M |
| First Pacific Advisors, LP | $186.7M | 786,822 | 2.31% | 8q | -3.7%-$7.2M |
| RAYMOND JAMES FINANCIAL INC | $186.5M | 786,012 | 0.05% | 7q | +13.9%+$22.8M |
| BECK MACK & OLIVER LLC | $184.6M | 777,845 | 3.60% | 9q | -6.6%-$13.0M |
| JANE STREET GROUP, LLC | $182.5M | 732,551 | 0.02% | 8q | +66.1%+$72.6M |
| Allianz Asset Management GmbH | $176.7M | 755,527 | 0.16% | 8q | HELD |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $169.8M | 715,501 | 0.25% | 3q | +23918.2%+$169.1M |
| APG Asset Management N.V. | $164.8M | 793,732 | 0.40% | 8q | -51.0%-$171.4M |
| DEUTSCHE BANK AG\ | $158.8M | 668,972 | 0.05% | 8q | -10.9%-$19.4M |
| First Eagle Investment Management, LLC | $156.4M | 659,054 | 0.26% | 5q | +4.1%+$6.1M |
| Findlay Park Partners LLP | $146.9M | 618,810 | 1.98% | 8q | +24.6%+$29.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $145.9M | 306,917 | 0.01% | 8q | +19.4%+$23.7M |
| Clearbridge Investments, LLC | $138.6M | 584,160 | 0.11% | 8q | +8.3%+$10.6M |
| MBB PUBLIC MARKETS I LLC | $132.4M | 557,772 | 14.29% | 5q | +5.7%+$7.1M |
| Swiss National Bank | $130.1M | 548,347 | 0.07% | 8q | -4.5%-$6.1M |
| XN LP | $122.3M | 515,420 | 3.22% | 7q | +110.0%+$64.1M |
| Rathbones Group PLC | $115.8M | 488,078 | 0.43% | 8q | -20.6%-$30.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $112.9M | 475,632 | 0.90% | 8q | -30.4%-$49.4M |
| California Public Employees Retirement System | $109.7M | 462,205 | 0.06% | 8q | +6.7%+$6.9M |
| Sumitomo Mitsui Trust Group, Inc. | $105.1M | 442,931 | 0.06% | 8q | HELD |
| WELLS FARGO & COMPANY/MN | $103.8M | 437,336 | 0.02% | 8q | -47.3%-$93.0M |
| AQR CAPITAL MANAGEMENT LLC | $102.9M | 434,574 | 0.04% | 8q | HELD |
| HSBC HOLDINGS PLC | $101.4M | 427,091 | 0.04% | 8q | +81.4%+$45.5M |
| Man Group plc | $95.3M | 401,395 | 0.15% | 8q | +613.8%+$81.9M |
| Balyasny Asset Management L.P. | $90.1M | 379,746 | 0.11% | 8q | -30.6%-$39.7M |
| UBS Group AG | $89.5M | 376,987 | 0.01% | 8q | -29.2%-$37.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | $87.1M | 366,990 | 0.06% | 2q | +11.0%+$8.7M |
| CAPTRUST FINANCIAL ADVISORS | $86.5M | 364,628 | 0.13% | 9q | HELD |
| Bank Julius Baer & Co. Ltd, Zurich | $84.7M | 356,291 | 0.22% | 8q | HELD |
| Point72 Asset Management, L.P. | $84.7M | 356,880 | 0.09% | 8q | +76.4%+$36.7M |
| Madison Asset Management, LLC | $84.4M | 355,611 | 1.01% | 9q | -4.7%-$4.2M |
| FIRST TRUST ADVISORS LP | $83.2M | 350,410 | 0.05% | 8q | -6.5%-$5.8M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $80.7M | 340,114 | 0.11% | 7q | -51.8%-$86.9M |
| Liontrust Investment Partners LLP | $80.4M | 337,704 | 1.18% | 7q | +4128.7%+$78.5M |
| National Pension Service | $80.1M | 337,408 | 0.05% | 8q | +1.2%+$913.5K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $79.8M | 336,105 | 0.12% | 7q | +5.8%+$4.4M |
| CITADEL ADVISORS LLC | $79.2M | 252,495 | 0.01% | 8q | -42.5%-$58.6M |
| Munich Reinsurance Co Stock Corp in Munich | $77.5M | 326,515 | 1.69% | 4q | +2.5%+$1.9M |
| ZACKS INVESTMENT MANAGEMENT | $74.1M | 312,034 | 0.53% | 5q | HELD |
| CITIGROUP INC | $72.8M | 306,628 | 0.02% | 8q | +112.3%+$38.5M |
| ANCHOR CAPITAL ADVISORS LLC | $71.4M | 300,874 | 2.01% | 8q | -1.5%-$1.1M |
| VICTORY CAPITAL MANAGEMENT INC | $71.1M | 299,769 | 0.04% | 8q | -11.5%-$9.2M |
| Perpetual Ltd | $67.8M | 285,689 | 0.97% | 8q | +37.5%+$18.5M |
| SATURNA CAPITAL CORP | $66.1M | 278,627 | 0.81% | 8q | +15.2%+$8.7M |
| Robeco Schweiz AG | $65.5M | 275,959 | 1.05% | 8q | +18.6%+$10.3M |
| SEI INVESTMENTS CO | $64.2M | 270,429 | 0.06% | 8q | -26.9%-$23.6M |
| GFI Investment Counsel Ltd. | $59.6M | 251,124 | 8.08% | 8q | -4.5%-$2.8M |
| Southpoint Capital Advisors LP | $59.3M | 250,000 | 1.35% | 8q | -58.3%-$83.1M |
Showing the largest 100 of 947 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 896 | $42.7B | 179,246,219 | 101 | 338 | 304 | 0.4% |
| Q1 2026 | 880 | $41.0B | 175,603,196 | 113 | 329 | 274 | 0.3% |
| Q4 2025 | 856 | $38.6B | 173,222,805 | 86 | 277 | 300 | 0.3% |
| Q3 2025 | 826 | $38.5B | 170,623,009 | 146 | 287 | 252 | 0.6% |
| Q2 2025 | 722 | $37.3B | 170,807,453 | 146 | 247 | 234 | 0.4% |
| Q1 2025 | 651 | $26.8B | 166,737,582 | 88 | 224 | 241 | 0.6% |
| Q4 2024 | 645 | $29.3B | 167,838,563 | 78 | 201 | 239 | 0.6% |
| Q3 2024 | 623 | $32.2B | 161,339,466 | 600 | 7 | 10 | 0.9% |
| Q2 2024 | 22 | $538.6M | 2,781,278 | 21 | 0 | 0 | 0.0% |
| Q1 2024 | 1 | $1.5M | 6,656 | 0 | 0 | 0 | 0.0% |
| Q4 2023 | 3 | $33.2M | 149,896 | 1 | 0 | 1 | 0.0% |
| Q3 2023 | 1 | $1.1M | 6,760 | 0 | 0 | 0 | 0.0% |
| Q2 2023 | 2 | $1.1M | 6,790 | 0 | 0 | 1 | 0.0% |
| Q1 2023 | 2 | $909.1K | 6,797 | 0 | 1 | 0 | 0.0% |
| Q4 2022 | 2 | $872.2K | 6,782 | 1 | 1 | 0 | 0.0% |
| Q3 2022 | 1 | $721 | 7 | 0 | 0 | 0 | 0.0% |
| Q2 2022 | 1 | $775 | 7 | 0 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $939 | 7 | 0 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $1.3K | 7 | 0 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $977 | 7 | 0 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $977 | 7 | 0 | 0 | 1 | 0.0% |
| Q1 2021 | 1 | $85.7K | 713 | 1 | 0 | 0 | 0.0% |