Ferguson Enterprises Inc (FERG) 13F Holders & Ownership Data (950 Funds, Q2 2026)

FERG ranks #517 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

FERG is a top-conviction position for Foxhaven Asset Management, LP — at 9.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in FERG belongs to BlackRock, Inc., but the position matters far more to Foxhaven Asset Management, LP, who has 9.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Bank Of America CORP /de/ has added to its FERG position for two straight quarters, increasing it by $746.9M to reach $906.5M today.

Cantillon Capital Management LLC has trimmed its FERG position for two straight quarters, cutting it by $422.8M while still holding $19.1M.

FERG is down 2% today, but institutions show net buying of $12.9B this quarter — a divergence between today's price move and the underlying institutional flow.

FERG posted net income of $2.4B over the trailing twelve months, and currently trades at a P/E of 19.4.

• Profitable — net income of $2.4B over the trailing twelve months
• Revenue grew 9.4% year over year
• Net income improved year over year, from $1.7B to $2.4B
• Generated $1.9B in positive operating cash flow
• Current ratio of 1.68x — enough short-term assets to cover short-term liabilities
• Liabilities run 2.04x equity — a highly leveraged balance sheet worth noting