Ticker · CUSIP 31488V107

FERG

FERGUSON ENTERPRISES INC
···Share
Holders (tracked)
23
Combined shares
16,166,297
Combined value
$3.60B
Last close
$260.49
Quarter
2025Q4
Price · 1Y$260.49+98.73 (+61.04%)H $266.37 · L $158.22 · Avg Vol 1.5M
Congress sellPosition opened
$160.00$180.00$200.00$220.00$240.00$260.00VolJul 25Oct 25Jan 26Apr 26
Tracked holders · last 8 quarters
+2 vs previous quarter over the last 6.
23232024Q32025Q4
Price is +17.0% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

30 events
  1. +56,254 shares · 2025Q4
    Position
  2. +1,100 shares · 2025Q4
    Position
  3. +5,631,554 shares · 2025Q4
    Position
  4. −180,359 shares · 2025Q4
    Position
  5. −578,085 shares · 2025Q4
    Position
  6. −826,028 shares · 2025Q4
    Position
  7. −2,000 shares · 2025Q4
    Position
  8. −70,319 shares · 2025Q4
    Position
  9. +413,201 shares · 2025Q4
    Position
  10. +13,122 shares · 2025Q4
    Position
  11. +35,058 shares · 2025Q4
    Position
  12. −18,465 shares · 2025Q4
    Position
  13. +7,380 shares · 2025Q4
    Position
  14. −135,300 shares · 2025Q4
    Position
  15. +2,236,918 shares · 2025Q4
    Position
  16. +16,500 shares · 2025Q4
    Position
  17. +30,216 shares · 2025Q4
    Position
  18. +667,316 shares · 2025Q3
    Position
  19. +185,514 shares · 2025Q3
    Position
  20. +337,601 shares · 2025Q3
    Position
  21. +350,673 shares · 2025Q3
    Position
  22. +2,000 shares · 2025Q3
    Position
  23. +14,734 shares · 2025Q3
    Position
  24. −2,954,983 shares · 2025Q3
    Position
  25. +682,666 shares · 2025Q3
    Position
  26. −2,190 shares · 2025Q3
    Position
  27. +23,500 shares · 2025Q3
    Position
  28. −1,815,789 shares · 2025Q3
    Position
  29. +16,377 shares · 2025Q3
    Position
  30. +195,100 shares · 2025Q3
    Position

Insider activity

No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of FERG…
Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
Paul Tudor Jones (Tudor Investment)2024Q3$171.83+51.6%$287K
Seth Klarman (Baupost Group)2024Q4$174.61+49.2%$296.2M
T. Rowe Price2024Q3$189.58+37.4%$76.9M
AQR Capital Management2024Q3$192.18+35.5%$134.4M
Tom Gayner (Markel Group)2024Q3$197.06+32.2%$42.6M
Norges Bank (Norway SWF)2024Q3$203.07+28.3%$582.7M
Jeremy Grantham (GMO)2024Q3$208.35+25.0%$5.0M
Wellington Management2024Q3$214.04+21.7%$2.44B
Renaissance Technologies2024Q3$216.42+20.4%$55.6M
Ruane, Cunniff & Goldfarb (Sequoia)2025Q2$217.75+19.6%$260K
First Eagle Investment Management2025Q2$217.98+19.5%$164.0M
Ray Dalio (Bridgewater Associates)2024Q3$219.80+18.5%$13.4M
Steve Cohen (Point72)2024Q3$222.64+17.0%$781K
Steve Cohen (Point72)2024Q3$222.64+17.0%$781K
Steve Cohen (Point72)2024Q3$222.64+17.0%$781K
Izzy Englander (Millennium Mgmt)2024Q3$222.64+17.0%$1.4M
Izzy Englander (Millennium Mgmt)2024Q3$222.64+17.0%$1.4M
Izzy Englander (Millennium Mgmt)2024Q3$222.64+17.0%$1.4M
Lee Ainslie (Maverick Capital)2025Q3$223.93+16.3%$5.8M
D.E. Shaw & Co.2024Q3$224.31+16.1%$23.2M
Ken Griffin (Citadel Advisors)2024Q3$224.37+16.1%$4.9M
Ken Griffin (Citadel Advisors)2024Q3$224.37+16.1%$4.9M
Ken Griffin (Citadel Advisors)2024Q3$224.37+16.1%$4.9M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2024Q3
23
$2.33B
2024Q4
23
$1.96B
2025Q1
18
$1.45B
2025Q2
20
$2.58B
2025Q3
21
$2.15B
2025Q4
23
$3.60B
Congress members trading this stock
DateMemberTypeAmount rangeFiling
2025-09-23Valerie HoyleSell$1K – $15KPDF ↗
2025-04-14Gilbert CisnerosBuy$1K – $15KPDF ↗
2025-01-07Gilbert CisnerosBuy$1K – $15KPDF ↗

Who owns FERG

23 super-investors · 2025Q4
Tracked stake
16.17M
shares
Combined value
$3.60B
% of shares outstanding
shares-out unknown
Quarter action mix
New2Added10Trim10Held1
#ManagerSharesValue
1Wellington Management9.37M$2.09B
2Norges Bank
Norway SWF
2.24M$498M
3Seth Klarman
Baupost Group
1.14M$253M
4Steve Cohen
Point72
763.9K$170M
5First Eagle Investment Management629.4K$140M
6Izzy Englander
Millennium Mgmt
569.7K$127M
7AQR Capital Management516.0K$115M
8T. Rowe Price295.1K$66M
9Renaissance Technologies213.3K$47M
10Tom Gayner
Markel Group
163.5K$36M
11D.E. Shaw & Co.89.2K$20M
12Ray Dalio
Bridgewater Associates
51.4K$11M
13Ken Griffin
Citadel Advisors
32.6K$7M
14Ken Griffin
Citadel Advisors
22.5K$5M
15Lee Ainslie
Maverick Capital
22.1K$5M
16Jeremy Grantham
GMO
19.2K$4M
17Ken Griffin
Citadel Advisors
18.7K$4M
18Izzy Englander
Millennium Mgmt
5.3K$1M
19Steve Cohen
Point72
4.4K$980K
20Izzy Englander
Millennium Mgmt
4.4K$980K
21Steve Cohen
Point72
3.0K$668K
22Paul Tudor Jones
Tudor Investment
1.1K$245K
23Ruane, Cunniff & Goldfarb
Sequoia
1.0K$223K

Recent moves

20 transactions
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