FERG in the 13F filings
Ferguson Enterprises Inc · CUSIP 31488V107
- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 14 Aug 2025
- latest of these filings; the earliest 1 Aug 2025
- Managers listing it
- 28
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 17 listed it in both
- Shares listed
- 38,500,441
- combined, among listed positions
- Reported value
- $8.4bn
- combined, at the quarter end
Among the 95 comparable managers: 18 buyers (opened or added shares) and 10 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 Q2 2025
28 of 28 holders
Largest increases and reductions, by shares
Increases
- Egerton Capital UK LLPnew position · 2,233,326 shares now+2,233,326
- Wellington Management Group LLPexisting position · 3,052,245 shares now+1,785,291
- First Eagle Investment Management LLCnew position · 600,000 shares now+600,000
- Janus Henderson Group Ltdexisting position · 6,031,034 shares now+466,978
- Artisan Partners LPexisting position · 759,687 shares now+358,853
Reductions
- Fidelity (FMR LLC)existing position · 5,681,731 shares now-2,872,494
- T. Rowe Price Associates Incexisting position · 3,193,783 shares now-1,260,684
- Invesco Ltdexisting position · 5,695,238 shares now-1,123,562
- Marshall Wace LLPexisting position · 268,492 shares now-698,578
- Capital Research Global Investorsexisting position · 1,388,140 shares now-169,321
New positions and exits
New (6)
Exited (1)
- Durable Capital Partners LPwas $117m
Ownership over time
Tracked managers listing it, at least.
| 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 →