Mustard Seed Investor logo: a sprouting mustard seedMustard Seed Investor
← All stocks
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

Download report
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?

🔒 The 'who added and who trimmed' chart is a Plus feature

You're viewing the Free plan. Upgrade to unlock The 'who added and who trimmed' chart — every paid plan starts with a 7-day free trial, and you can cancel in two clicks.

See plans & upgrade Sign in

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

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%).

No politician trades match these filters.