FERG in the 13F filings

Ferguson Enterprises Inc · CUSIP 31488V107

New listing in Q3 2024· first held by a tracked manager this quarter, so its new positions are allocations rather than a turn towards it

Sector · Industrials

Quarter

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

Quarter end: 30 Sep 2024; the date the book describes
Filed: 5 Nov 2026; latest of these filings; the earliest 1 Nov 2024
Managers listing it: 29; at least, of 95 tracked, among listed positions
Comparable managers: 94; filed both Q2 2024 and Q3 2024; 0 listed it in both
Shares listed: 34,229,447; combined, among listed positions
Reported value: $6.8bn; combined, at the quarter end

Among the 94 comparable managers: 29 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +34,229,447.

Managers listing FERG in Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 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

29 of 29 holders

				Action		Filing
Fidelity (FMR LLC)	8,468,003	$1.7bn	0.10%	New	new	5 Nov 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	4,872,532	$967m	0.49%	New	new	14 Nov 2024 (the filing on sec.gov)
Invesco Ltd	4,760,325	$945m	0.18%	New	new	12 Nov 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc	2,401,254	$477m	0.05%	New	new	14 Nov 2024 (the filing on sec.gov)
Marshall Wace LLP	1,457,851	$289m	0.35%	New	new	14 Nov 2024 (the filing on sec.gov)
Millennium Management LLC	1,451,868	$288m	0.14%	New	new	14 Nov 2024 (the filing on sec.gov)
Jane Street Group LLC	1,301,485	$258m	0.06%	New	new	15 Nov 2024 (the filing on sec.gov)
Artisan Partners LP	1,297,094	$258m	0.38%	New	new	12 Nov 2024 (the filing on sec.gov)
Citadel Advisors LLC	1,002,891	$199m	under 0.1%	New	new	14 Nov 2024 (the filing on sec.gov)
Capital Research Global Investors	975,753	$194m	under 0.1%	New	new	13 Nov 2024 (the filing on sec.gov)
Third Point LLC	965,000	$192m	2.58%	New	new	14 Nov 2024 (the filing on sec.gov)
Balyasny Asset Management LLC	794,963	$158m	0.26%	New	new	14 Nov 2024 (the filing on sec.gov)
Renaissance Technologies LLC	720,700	$143m	0.22%	New	new	13 Nov 2024 (the filing on sec.gov)
Man Group PLC	550,631	$109m	0.28%	New	new	14 Nov 2024 (the filing on sec.gov)
Two Sigma Investments LP	522,118	$104m	0.23%	New	new	14 Nov 2024 (the filing on sec.gov)
Capital World Investors	486,594	$97m	under 0.1%	New	new	13 Nov 2024 (the filing on sec.gov)
Voloridge Investment Management LLC	451,020	$90m	0.33%	New	new	14 Nov 2024 (the filing on sec.gov)
Arrowstreet Capital LP	411,358	$82m	0.07%	New	new	14 Nov 2024 (the filing on sec.gov)
AQR Capital Management LLC	357,059	$70m	0.10%	New	new	14 Nov 2024 (the filing on sec.gov)
Point72 Asset Management LP	309,108	$61m	0.16%	New	new	14 Nov 2024 (the filing on sec.gov)
Two Sigma Advisers LP	166,084	$33m	0.08%	New	new	14 Nov 2024 (the filing on sec.gov)
Tudor Investment Corp	139,892	$28m	0.10%	New	new	14 Nov 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	137,418	$27m	0.18%	New	new	14 Nov 2024 (the filing on sec.gov)
Markel Group Inc	84,500	$17m	0.15%	New	new	1 Nov 2024 (the filing on sec.gov)
Quantbot Technologies LP	63,992	$13m	0.50%	New	new	13 Nov 2024 (the filing on sec.gov)

Page 1 of 2

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Fidelity (FMR LLC)new position · 8,468,003 shares now+8,468,003
Janus Henderson Group Ltdnew position · 4,872,532 shares now+4,872,532
Invesco Ltdnew position · 4,760,325 shares now+4,760,325
T. Rowe Price Associates Incnew position · 2,401,254 shares now+2,401,254
Marshall Wace LLPnew position · 1,457,851 shares now+1,457,851

Reductions

No reduction among listed positions.

New positions and exits

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

New (29)

Exited (0)

No exit shown by a manager’s own filing.

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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