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Ferguson Enterprises

FERG

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
8
In their latest 13F (Q3 2026)
See who
Value held
$760m
Combined value at quarter end
Last quarter
4 bought
2 sold or trimmed
Fund portfolios
1
Funds holding it
See which
Price at Q2 ’26 end
$237.33
+1.7% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

-12.6%Q4 ’24
-7.7%Q1 ’25
+35.9%Q2 ’25
+3.1%Q3 ’25
-0.9%Q4 ’25
+4.8%Q1 ’26
+1.7%Q2 ’26
Q4 ’24: -12.6%; Q1 ’25: -7.7%; Q2 ’25: +35.9%; Q3 ’25: +3.1%; Q4 ’25: -0.9%; Q1 ’26: +4.8%; Q2 ’26: +1.7%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

0Q4 ’23
0Q1 ’24
0Q2 ’24
3Q3 ’24
6Q4 ’24
5Q1 ’25
7Q2 ’25
7Q3 ’25
7Q4 ’25
8Q1 ’26
8Q2 ’26
0Q3 ’26
Q4 ’23: 0; Q1 ’24: 0; Q2 ’24: 0; Q3 ’24: 3; Q4 ’24: 6; Q1 ’25: 5; Q2 ’25: 7; Q3 ’25: 7; Q4 ’25: 7; Q1 ’26: 8; Q2 ’26: 8; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Ferguson Enterprises.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Ferguson Enterprises
Baupost Group6.4%$344m$344mAdded +0.6%7 qtrs
Cantillon Capital Management2.9%$19.1m$19.1mTrimmed -95%8 qtrs
First Pacific Advisors (FPA)2.3%$187m$187mTrimmed -3.7%8 qtrs
Markel Group0.3%$42.8m$42.8mAdded +5.6%8 qtrs
Giverny Capital0.3%$8.9m$8.9mAdded +1.8%7 qtrs
First Eagle Investment Management0.3%$156m$156mAdded +4.1%5 qtrs
Weitz Investment Management0.1%$1.2m$1.2mUnchanged2 qtrs
Ruane, Cunniff & Goldfarb (Sequoia)0.0%$237k$237kUnchanged5 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Ferguson Enterprises
Bought or soldFiling
16 Oct 2026Graham Ian T.See Remarks▼ Sold1,097$230.00$252kForm 4
15 Oct 2026Murphy Kevin MichaelSee Remarks▼ Sold1,776$224.50$399kForm 4
15 Oct 2026Stirrup AllisonChief Human Resources Officer▼ Sold922$225.00$207kForm 4
15 Oct 2026Thees William T. JrChief Operating Officer▼ Sold353$224.50$79kForm 4
15 Oct 2026Schlicher JakeChief Strategy Officer▼ Sold314$224.50$70kForm 4
15 Oct 2026Graham Ian T.See Remarks▼ Sold238$224.50$53kForm 4
15 Oct 2026Camposano Robert Anthony Jr.Senior VP - Waterworks▼ Sold185$224.50$42kForm 4
14 Oct 2026Murphy Kevin MichaelSee Remarks▼ Sold685$220.63$151kForm 4
14 Oct 2026Thees William T. JrChief Operating Officer▼ Sold217$220.63$48kForm 4
14 Oct 2026Camposano Robert Anthony Jr.Senior VP - Waterworks▼ Sold201$220.63$44kForm 4
14 Oct 2026Graham Ian T.See Remarks▼ Sold99$220.63$22kForm 4
12 Oct 2026Murphy Kevin MichaelSee Remarks▼ Sold11,259$216.78$2.4mForm 4
12 Oct 2026Brundage WilliamChief Financial Officer▼ Sold5,986$218.74$1.3mForm 4
12 Oct 2026Thees William T. JrChief Operating Officer▼ Sold3,510$220.00$772kForm 4
12 Oct 2026Schlicher JakeChief Strategy Officer▼ Sold3,138$218.74$686kForm 4
12 Oct 2026Graham Ian T.See Remarks▼ Sold1,854$218.74$406kForm 4
12 Oct 2026Camposano Robert Anthony Jr.Senior VP - Waterworks▼ Sold1,580$218.74$346kForm 4
28 Aug 2026Schlicher JakeChief Strategy Officer▼ Sold5,177$230.92$1.2mForm 4

About the company

Sector
Industrials · Wholesale-Hardware & Plumbing & Heating Equipment & Supplies
Incorporated in
Delaware
Financial year ends
31 December
Shares outstanding
193m at 3 Aug 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$29bnJul ’22
$30bnJul ’23
$30bnJul ’24
$31bnJul ’25
Jul ’22: $29bn; Jul ’23: $30bn; Jul ’24: $30bn; Jul ’25: $31bn
Ferguson Enterprises revenue and net income by year
YearRevenueNet income
Year to Jul 2025$31bn$1.9bn
Year to Jul 2024$30bn$1.7bn
Year to Jul 2023$30bn$1.9bn
Year to Jul 2022$29bn$2.1bn

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold Ferguson Enterprises, from their latest N-PORT filings.

Funds holding Ferguson Enterprises
First Eagle Global FundFirst Eagle Investment Management0.1%$104m31 Jul 2026