L3VLUP

FERG in the 13F filings

Ferguson Enterprises Inc · CUSIP 31488V107

Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 1 May 2026
Managers listing it
43
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 28 listed it in both
Shares listed
42,921,457
combined, among listed positions
Reported value
$10.0bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 25 buyers (opened or added shares) and 23 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,309,735.

Managers listing FERG in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

43 of 43 holders

ActionFiling
Wellington Management Group LLP8,488,321$2.0bn0.37%Trimmed-878,14415 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)7,847,306$1.8bn0.10%Added+826,29815 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd6,107,108$1.4bn0.68%Added+125,31718 May 2026 (the filing on sec.gov)
Soroban Capital Partners LP2,398,367$559m1.08%Trimmed-579,82515 May 2026 (the filing on sec.gov)
Invesco Ltd2,250,331$525m0.05%Trimmed-265,52612 May 2026 (the filing on sec.gov)
Durable Capital Partners LP2,191,975$511m5.26%Added+630,63315 May 2026 (the filing on sec.gov)
Capital Research Global Investors2,094,879$489m0.08%Added+360,89313 May 2026 (the filing on sec.gov)
MFS Investment Management1,850,530$434m0.15%Added+972,89714 May 2026 (the filing on sec.gov)
Baupost Group LLC1,442,411$336m6.58%Added+305,37614 May 2026 (the filing on sec.gov)
Millennium Management LLC1,248,903$291m0.12%Added+679,20215 May 2026 (the filing on sec.gov)
Holocene Advisors LP973,878$227m0.55%Added+248,22015 May 2026 (the filing on sec.gov)
Marshall Wace LLP814,697$190m0.19%Added+119,24115 May 2026 (the filing on sec.gov)
Egerton Capital UK LLP634,258$148m1.64%Trimmed-374,05613 May 2026 (the filing on sec.gov)
First Eagle Investment Management LLC633,309$148m0.25%Added+3,86414 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC547,072$128m0.17%Added+274,78315 May 2026 (the filing on sec.gov)
Jane Street Group LLC440,908$103munder 0.1%Added+116,54912 May 2026 (the filing on sec.gov)
Citadel Advisors LLC439,269$102munder 0.1%Added+420,56815 May 2026 (the filing on sec.gov)
AQR Capital Management LLC434,780$100munder 0.1%Trimmed-81,25415 May 2026 (the filing on sec.gov)
D1 Capital Partners LP349,347$81m0.73%Newnew15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc330,136$77munder 0.1%Added+35,08215 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP257,115$60munder 0.1%Added+43,70615 May 2026 (the filing on sec.gov)
Point72 Asset Management LP202,263$47m0.06%Trimmed-561,61115 May 2026 (the filing on sec.gov)
Markel Group Inc170,700$40m0.33%Added+7,2001 May 2026 (the filing on sec.gov)
Artisan Partners LP130,031$30munder 0.1%Trimmed-8,99913 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC104,718$24m0.10%Trimmed-346,69715 May 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

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

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.

010203040Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
FERG by quarter
QuarterHoldersReported valueBuyersSellers
Q3 202429$6.8bn290
Q4 202427$6.0bn1511
Q1 202522$6.2bn149
Q2 202528$8.4bn1810
Q3 202536$8.6bn2510
Q4 202533$9.0bn2228
Q1 202627$9.5bn2523
Q2 202627$10.6bn3117

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 →