FERG in the 13F filings

Ferguson Enterprises Inc · CUSIP 31488V107

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

Quarter end: 31 Mar 2025; the date the book describes
Filed: 5 Nov 2026; latest of these filings; the earliest 2 May 2025
Managers listing it: 22; at least, of 95 tracked, among listed positions
Comparable managers: 95; filed both Q4 2024 and Q1 2025; 15 listed it in both
Shares listed: 38,919,014; combined, among listed positions
Reported value: $6.2bn; combined, at the quarter end

Among the 95 comparable managers: 14 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing FERG in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

22 of 22 holders

				Action		Filing
Fidelity (FMR LLC)	8,554,225	$1.4bn	0.09%	Trimmed	-1,453,667	5 Nov 2026 (the filing on sec.gov)
Invesco Ltd	6,818,800	$1.1bn	0.21%	Added	+827,355	12 May 2025 (the filing on sec.gov)
Janus Henderson Group Ltd	5,564,056	$893m	0.49%	Added	+628,637	15 May 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc	4,454,467	$714m	0.09%	Added	+1,755,464	14 May 2025 (the filing on sec.gov)
Soroban Capital Partners LP	3,604,497	$578m	8.15%	New	new	15 May 2025 (the filing on sec.gov)
Capital Research Global Investors	1,557,461	$250m	0.05%	Added	+7,014	12 May 2025 (the filing on sec.gov)
Wellington Management Group LLP	1,266,954	$203m	under 0.1%	Added	n.a.	13 May 2025 (the filing on sec.gov)
Baupost Group LLC	1,132,000	$181m	5.19%	Held	0	14 May 2025 (the filing on sec.gov)
MFS Investment Management	1,020,522	$164m	0.05%	Added	n.a.	2 May 2025 (the filing on sec.gov)
Marshall Wace LLP	967,070	$155m	0.20%	Trimmed	-964,011	15 May 2025 (the filing on sec.gov)
Durable Capital Partners LP	730,754	$117m	1.05%	New	new	15 May 2025 (the filing on sec.gov)
Capital World Investors	696,729	$112m	under 0.1%	Added	+13,051	12 May 2025 (the filing on sec.gov)
Holocene Advisors LP	610,242	$98m	0.29%	New	new	15 May 2025 (the filing on sec.gov)
AQR Capital Management LLC	556,491	$88m	0.09%	Added	+238,952	15 May 2025 (the filing on sec.gov)
Point72 Asset Management LP	503,027	$81m	0.18%	Added	n.a.	21 Jul 2025 (the filing on sec.gov)
Artisan Partners LP	400,834	$64m	0.10%	Trimmed	-66,126	14 May 2025 (the filing on sec.gov)
Voloridge Investment Management LLC	241,856	$39m	0.14%	Trimmed	-160,947	15 May 2025 (the filing on sec.gov)
Markel Group Inc	123,000	$20m	0.18%	Added	+17,000	2 May 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	68,105	$11m	0.07%	Trimmed	-18,660	15 May 2025 (the filing on sec.gov)
Woodline Partners LP	37,506	$6.0m	under 0.1%	Trimmed	-28,422	15 May 2025 (the filing on sec.gov)
Winton Group Ltd	6,338	$1.0m	0.06%	New	new	15 May 2025 (the filing on sec.gov)
Freestone Grove Partners LP	4,080	$654k	under 0.1%	Trimmed	-117	15 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Soroban Capital Partners LPnew position · 3,604,497 shares now+3,604,497
T. Rowe Price Associates Incexisting position · 4,454,467 shares now+1,755,464
Invesco Ltdexisting position · 6,818,800 shares now+827,355
Durable Capital Partners LPnew position · 730,754 shares now+730,754
Janus Henderson Group Ltdexisting position · 5,564,056 shares now+628,637

Reductions

Fidelity (FMR LLC)existing position · 8,554,225 shares now-1,453,667
Marshall Wace LLPexisting position · 967,070 shares now-964,011
Voloridge Investment Management LLCexisting position · 241,856 shares now-160,947
Artisan Partners LPexisting position · 400,834 shares now-66,126
Woodline Partners LPexisting position · 37,506 shares now-28,422

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (2)

Third Point LLCwas $208m
Polen Capital Management LLCwas $215k

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

29 in Q3 2024 to 27 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

FERG by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q3 2024	29	$6.8bn	29	0
Q4 2024	27	$6.0bn	15	11
Q1 2025	22	$6.2bn	14	9
Q2 2025	28	$8.4bn	18	10
Q3 2025	36	$8.6bn	25	10
Q4 2025	33	$9.0bn	22	28
Q1 2026	27	$9.5bn	25	23
Q2 2026	27	$10.6bn	31	17

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

FERG and KLAC →FERG and GE →FERG and LRCX →Choose a stock to compare with FERG →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own FERG, latest filings →Back to the 13F Explorer →

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