FERG in the 13F filings
Ferguson Enterprises Inc · CUSIP 31488V107
- Quarter end
- 30 Sep 2025
- the date the book describes
- Filed
- 9 Dec 2025
- latest of these filings; the earliest 29 Oct 2025
- Managers listing it
- 36
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q2 2025 and Q3 2025; 26 listed it in both
- Shares listed
- 38,406,234
- combined, among listed positions
- Reported value
- $8.6bn
- combined, at the quarter end
Among the 95 comparable managers: 25 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 Q3 2025
36 of 36 holders
Largest increases and reductions, by shares
Increases
- Durable Capital Partners LPnew position · 1,088,970 shares now+1,088,970
- Wellington Management Group LLPexisting position · 3,734,911 shares now+682,666
- D. E. Shaw & Co.new position · 667,316 shares now+667,316
- Millennium Management LLCnew position · 640,020 shares now+640,020
- Voloridge Investment Management LLCexisting position · 765,725 shares now+638,692
Reductions
- Invesco Ltdexisting position · 2,959,462 shares now-2,735,776
- Capital World Investorsexisting position · 198,432 shares now-497,472
- Janus Henderson Group Ltdexisting position · 5,547,141 shares now-483,893
- MFS Investment Managementexisting position · 901,004 shares now-128,676
- Fidelity (FMR LLC)existing position · 5,562,531 shares now-119,200
New positions and exits
New (6)
Exited (0)
No exit shown by a manager’s own filing.
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 →