InvestorLens

FERG — FERGUSON ENTERPRISES INC

Industrials · Industrial Distribution

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

About FERGUSON ENTERPRISES INC (FERG)

FERGUSON ENTERPRISES INC (FERG) appears in the most recent 13F filings of 5 tracked institutional investors. FERGUSON ENTERPRISES INC is classified in the Industrials sector (Industrial Distribution industry). The largest disclosed position is held by Seth Klarman (Baupost Group), valued at $336M. Across recent filings, tracked investors recorded 4 new positions, 2 increased, 2 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in FERG

75
/100
Institutional Accumulation
Added / Increased6
Reduced2
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track FERG

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

FERG Ownership Composition

How FERGUSON ENTERPRISES INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
94% of tracked value
Institutions
5
tracked investors
Total Reported
$798.5M
combined 13F value
Sectors2
  • Other94.1%
  • Hedge Funds5.9%
Other(4)
94.1%
Hedge Funds(1)
5.9%

Tracked investors reporting FERG

  • Seth KlarmanMar 31, 2026
    Baupost Group
    Shares
    1.4M
    Value
    $336.5M
    % Portfolio
    6.58%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    1.3M
    Value
    $292.9M
    % Portfolio
    0.12%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    202.3K
    Value
    $47.2M
    % Portfolio
    0.06%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    484.7K
    Value
    $113.1M
    % Portfolio
    0.02%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    38.3K
    Value
    $8.9M
    % Portfolio
    0.04%

Recent activity

Frequently asked questions

How many institutional investors hold FERG?
5 tracked institutional investors disclosed a position in FERG (FERGUSON ENTERPRISES INC) in their most recent 13F filing.
Who is the largest institutional holder of FERG?
Seth Klarman, Baupost Group, holds the largest disclosed position in FERG, valued at $336M.
Did institutional ownership of FERG increase or decrease?
Across recent 13F filings, tracked investors recorded 4 new positions, 2 increased, 2 reduced, and 0 fully exited FERG.
What sector is FERG in?
FERGUSON ENTERPRISES INC is classified in the Industrials GICS sector, Industrial Distribution industry.
Where does this FERG ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.