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 Dec 2025; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 22 Jan 2026
Managers listing it: 47; at least, of 95 tracked, among listed positions
Comparable managers: 92; filed both Q3 2025 and Q4 2025; 35 listed it in both
Shares listed: 41,611,722; combined, among listed positions
Reported value: $9.3bn; combined, at the quarter end

Among the 92 comparable managers: 22 buyers (opened or added shares) and 28 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,525,119.

Managers listing FERG in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, 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

47 of 47 holders

				Action		Filing
Wellington Management Group LLP	9,366,465	$2.1bn	0.37%	Added	+5,631,554	17 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	7,021,008	$1.6bn	0.08%	Added	+1,458,477	17 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	5,981,791	$1.3bn	0.60%	Added	+434,650	17 Feb 2026 (the filing on sec.gov)
Soroban Capital Partners LP	2,978,192	$669m	4.67%	Trimmed	-677,444	17 Feb 2026 (the filing on sec.gov)
Invesco Ltd	2,515,857	$560m	0.05%	Trimmed	-443,605	19 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors	1,733,986	$386m	0.07%	Added	+12,822	11 Feb 2026 (the filing on sec.gov)
Durable Capital Partners LP	1,561,342	$348m	3.29%	Added	+472,372	17 Feb 2026 (the filing on sec.gov)
Baupost Group LLC	1,137,035	$253m	4.80%	Trimmed	-18,465	13 Feb 2026 (the filing on sec.gov)
Egerton Capital UK LLP	1,008,314	$224m	2.44%	Trimmed	-1,591,910	11 Feb 2026 (the filing on sec.gov)
MFS Investment Management	877,633	$195m	0.06%	Trimmed	-23,371	22 Jan 2026 (the filing on sec.gov)
Point72 Asset Management LP	763,874	$170m	0.19%	Added	+413,201	17 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP	725,658	$162m	0.34%	Added	+143,113	17 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP	695,456	$155m	0.14%	Added	+83,412	13 Feb 2026 (the filing on sec.gov)
First Eagle Investment Management LLC	629,445	$140m	0.25%	Added	+30,216	4 Feb 2026 (the filing on sec.gov)
Millennium Management LLC	569,701	$127m	0.05%	Trimmed	-70,319	17 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC	516,034	$115m	0.06%	Trimmed	-180,359	17 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC	451,415	$100m	0.35%	Trimmed	-314,310	17 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC	324,359	$72m	under 0.1%	Trimmed	-309,880	12 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	295,054	$66m	under 0.1%	Added	+56,254	17 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	272,289	$61m	0.08%	Trimmed	-385,336	17 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP	213,409	$48m	under 0.1%	Added	+57,755	17 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC	213,300	$47m	0.07%	Trimmed	-135,300	12 Feb 2026 (the filing on sec.gov)
Capital World Investors	199,481	$44m	under 0.1%	Added	+1,049	11 Feb 2026 (the filing on sec.gov)
Rokos Capital Management LLP	186,781	$42m	0.16%	Trimmed	-165,853	13 Feb 2026 (the filing on sec.gov)
Moore Capital Management LP	169,756	$38m	0.54%	New	new	17 Feb 2026 (the filing on sec.gov)

Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Wellington Management Group LLPexisting position · 9,366,465 shares now+5,631,554
Fidelity (FMR LLC)existing position · 7,021,008 shares now+1,458,477
Durable Capital Partners LPexisting position · 1,561,342 shares now+472,372
Janus Henderson Group Ltdexisting position · 5,981,791 shares now+434,650
Point72 Asset Management LPexisting position · 763,874 shares now+413,201

Reductions

Egerton Capital UK LLPexisting position · 1,008,314 shares now-1,591,910
Citadel Advisors LLCexisting position · 18,701 shares now-826,028
Soroban Capital Partners LPexisting position · 2,978,192 shares now-677,444
D. E. Shaw & Co.existing position · 89,231 shares now-578,085
Artisan Partners LPexisting position · 139,030 shares now-531,929

New positions and exits

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

New (3)

Exited (4)

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 →

Provided for information purposes only, not financial advice. The holdings shown here and anything drawn from them are illustrative, produced from assumptions you control, and must not be relied on for any investment, financial or business decision. Read the full notice

Not advice, and not a recommendation. Everything L3VLUP publishes is provided for information purposes only. Nothing here is financial, investment, legal, tax or accounting advice, a personal recommendation, or an offer or solicitation to buy or sell any security or financial instrument. It takes no account of anyone’s objectives, financial situation or needs.

Not a regulated adviser. L3VLUP does not provide regulated financial services. Speak to a suitably qualified and regulated professional before acting on anything you read here.

Illustrative figures. Default values are plausible starting points chosen so a model has somewhere to begin. They are not data, not a view on any company, and not calibrated to anything. Outputs move with whatever you type in.

Third-party data. Where live figures appear they come from third parties, including public filings and market feeds. They may be delayed, incomplete, restated, mis-tagged at source or simply wrong, and their providers do not endorse or verify this page. Every figure links to where it came from. Check it there before relying on it. Past performance is not a guide to future performance.

Company names and logos. Names, tickers and logos are the trademarks of their owners and appear only to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, none of them took part in preparing the exercise, and nothing here is a statement by or about any of them. See third-party names and marks.

No warranty, and limited liability. This page is provided “as is” without warranty of any kind. To the fullest extent permitted by law, L3VLUP accepts no liability for any loss or damage arising from use of, or reliance on, anything on it. Nothing in this notice limits any liability that cannot lawfully be limited.

Full terms: Information Purposes and No Advice · Terms