L3VLUP

FERG in the 13F filings

Ferguson Enterprises Inc · CUSIP 31488V107

Q3 2026: 5 of 95 managers have filed so far; the filing deadline is 16 November 2026. Its figures cover those filers only, so it is not yet a picture of the tracked managers.

Quarter end
30 Sep 2026
the date the book describes
Filed
9 Nov 2026
latest of these filings; the earliest 20 Oct 2026
Managers listing it
3
at least, of 95 tracked, among listed positions
Comparable managers
5
filed both Q2 2026 and Q3 2026; 2 listed it in both
Shares listed
1,255,292
combined, among listed positions
Reported value
$279m
combined, at the quarter end

Among the 5 comparable managers: 3 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +68,144.

Managers listing FERG in Q3 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

3 of 3 holders

ActionFiling
Egerton Capital UK LLP1,060,203$236m2.40%Added+54,17920 Oct 2026 (the filing on sec.gov)
Markel Group Inc184,200$41m0.32%Added+4,00030 Oct 2026 (the filing on sec.gov)
Squarepoint Ops LLC10,889$2.4munder 0.1%Added+9,9659 Nov 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2026 to Q3 2026, among managers that listed it in both quarters or opened it.

Increases

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 (0)

No new position among listed positions.

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.
27 in Q4 2024 to 2 in Q3 2026

Tracked managers listing it, at least.

010203040Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026Q3 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
Q3 20262$277m30

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 →