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FERGIndustrialsCommon Stock

Ferguson Enterprises Inc

Held by 24 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 31488V107 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 24 of the investors we track own this stock. In the latest quarter, 15 of them bought more of it and 6 sold some or all of theirs (2 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
24
+2 vs last quarter (like-for-like)
Total value held
$3.96B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
1.1%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$184.43M
+5.5% vs last quarter
Net shares bought
+530.9K
Est. net flow +$126.01M
Quarter activity
15 bought · 6 sold
2 new · 0 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns FERG?

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Who owns FERG? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Henry Ellenbogen Durable Capital Partners 2.98M $707.18M 6.9% Added +787.8K +35.9% +$186.96M
2 Parnassus Investments Parnassus Investments LLC 2.83M $672.46M 1.8% Added +224.3K +8.6% +$53.23M
3 Soroban Capital Soroban Capital Partners 2.43M $576.42M 4.1% Added +30.4K +1.3% +$7.22M
4 Norges Bank Norges Bank Investment Management 1.79M $423.96M 0.0% — — — —
5 Seth Klarman The Baupost Group 1.45M $344.27M 6.4% Added +8.2K +0.6% +$1.94M
6 Israel Englander Millennium Management 1.05M $248.33M 0.2% Reduced -202.6K -16.2% -$48.08M
7 John Armitage Egerton Capital (UK) 1.01M $238.76M 2.3% Added +371.8K +58.6% +$88.23M
8 First Pacific Advisors First Pacific Advisors, LP 786.82K $186.74M 2.3% Reduced -30.2K -3.7% -$7.16M
9 Matthew McLennan First Eagle Investment Management 659.05K $156.41M 0.3% Added +25.7K +4.1% +$6.11M
10 Diamond Hill Diamond Hill Capital Management 475.63K $112.88M 0.9% Reduced -208.1K -30.4% -$49.38M
11 Steve Cohen Point72 Asset Management 356.88K $84.70M 0.1% Added +154.6K +76.4% +$36.70M
12 Ken Griffin Citadel Advisors 252.50K $59.92M 0.0% Reduced -186.8K -42.5% -$44.33M
13 Tom Gayner Markel Group 180.20K $42.77M 0.3% Added +9.5K +5.6% +$2.25M
14 Mawer Mawer Investment Management 144.78K $34.36M 0.2% Reduced -527.2K -78.5% -$125.13M
15 David Shaw D.E. Shaw & Co. 105.62K $25.07M 0.0% Added +17.3K +19.6% +$4.12M
16 Ray Dalio Bridgewater Associates 44.69K $10.61M 0.0% Added +6.4K +16.7% +$1.51M
17 Jim Simons Renaissance Technologies 43.90K $10.42M 0.0% Added +36.4K +488.7% +$8.65M
18 Francois Rochon Giverny Capital 37.38K $8.87M 0.3% Added +652 +1.8% +$154.74K
19 Fred Alger Fred Alger Management 24.30K $5.79M 0.0% Added +1.4K +6.2% +$339.39K
20 Jeremy Grantham GMO 15.92K $3.78M 0.0% Reduced -1.2K -6.8% -$276.25K
21 Boston Partners Boston Partners Global Investors 9.25K $2.19M 0.0% New +9.2K — +$2.19M
22 Two Sigma Two Sigma Investments 3.20K $760.17K 0.0% New +3.2K — +$760.17K
23 Ruane Cunniff & Goldfarb Sequoia Fund adviser 1.00K $237.33K 0.0% Held 0 0.0% $0
24 LSV Asset Management LSV Asset Management 600 $142.00K 0.0% Held 0 0.0% $0

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No tracked manager sold out of this stock this quarter.

Politician trades

Politician trades in FERG

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Politician Date Ticker Asset Type Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. Est. size ⓘOur estimate only: the midpoint of the reported range. Owner Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. Filed ↓ Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. Source
Ro Khanna Politician Sep 25, 2026 FERG SP FERGUSON ENTERPRISES INC CMN scanned Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) — — Oct 7, 2026 12 days PTR ↗
Gil Cisneros Politician Jul 16, 2026 FERG Ferguson Enterprises Inc. Common Stock (FERG) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self 150 Main Street Trust > Bank of America Sep 4, 2026 50 days Late PTR ↗
Ro Khanna Politician Jan 22, 2026 FERG FERGUSON ENTERPRISES INC CMN scanned Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) — — Feb 6, 2026 15 days PTR ↗
Ro Khanna Politician Jan 22, 2026 FERG FERGUSON ENTERPRISES INC CMN scanned Sale (partial) $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) — — Feb 6, 2026 15 days PTR ↗
Rick W. Allen Politician Dec 12, 2025 FERG Ferguson Enterprises Inc. Common Stock (FERG) [ST] Purchase $15,001 - $50,000 Est. $32,500 (midpoint of reported range $15,001–$50,000) Spouse R.W. Allen & Associates, Inc. > RWA&A - Securities Jan 15, 2026 34 days PTR ↗
Ro Khanna Politician Nov 20, 2025 FERG SP FERGUSON ENTERPRISES INC CMIN scanned Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) — — Dec 8, 2025 18 days PTR ↗
Ro Khanna Politician Oct 27, 2025 FERG FERGUSON ENTERPRISES INC CMN scanned Sale (partial) $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) — — Nov 6, 2025 10 days PTR ↗
Ro Khanna Politician Oct 27, 2025 FERG FERGUSON ENTERPRISES INC CMN scanned Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) — — Nov 6, 2025 10 days PTR ↗
Ro Khanna Politician Oct 27, 2025 FERG FERGUSON ENTERPRISES INC CMIN scanned Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) — — Nov 6, 2025 10 days PTR ↗
Val T. Hoyle Politician Sep 23, 2025 FERG Ferguson Enterprises Inc. Common Stock (FERG) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse Fidelity Rollover IRA Oct 10, 2025 17 days PTR ↗
Ro Khanna Politician Jul 9, 2025 FERG INC FERGUSON ENTERPRISES CMN scanned Sale (partial) $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) — — Aug 7, 2025 29 days PTR ↗
Ro Khanna Politician Jul 25, 2025 FERG FERGUSON ENTERPRISES INC CMN scanned Sale (partial) — — Spouse — Aug 7, 2025 13 days PTR ↗
Gil Cisneros Politician Apr 14, 2025 FERG Ferguson Enterprises Inc. Common Stock (FERG) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self 150 Main Street Trust > Bank of America May 6, 2025 22 days PTR ↗
Ro Khanna Politician Mar 10, 2025 FERG FERGUSON ENTERPRISES INC CMN scanned Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) — — Apr 10, 2025 31 days PTR ↗
Ro Khanna Politician Mar 12, 2025 FERG FERGUSON ENTERPRISES INC CMN scanned Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) — — Apr 10, 2025 29 days PTR ↗
Ro Khanna Politician Mar 10, 2025 FERG FERGUSON ENTERPRISES INC CMN scanned Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse — Apr 10, 2025 31 days PTR ↗
Ro Khanna Politician Mar 12, 2025 FERG FERGUSON ENTERPRISES INC CMN scanned Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) — — Apr 10, 2025 29 days PTR ↗
Gil Cisneros Politician Mar 17, 2025 FERG Ferguson Enterprises Inc. Common Stock (FERG) [ST] Purchase $15,001 - $50,000 Est. $32,500 (midpoint of reported range $15,001–$50,000) Self 150 Main Street Trust > Bank of America Apr 7, 2025 21 days PTR ↗
Gil Cisneros Politician Jan 7, 2025 FERG Ferguson Enterprises Inc. Common Stock (FERG) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Self 150 Main Street Trust > Bank of America Feb 11, 2025 35 days PTR ↗
Ro Khanna Politician Oct 9, 2024 FERG FERGUSON ENTERPRISES INC CMN scanned Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) — — Nov 8, 2024 30 days PTR ↗