Ticker · CUSIP 31488V107

FERG

FERGUSON ENTERPRISES INC

Industrials·Industrial Distribution

···Share

Holders (tracked)

Combined shares

16,166,297

Combined value

$3.60B

Last close

$260.49

Quarter

2025Q4

Price is +17.0% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$260.49+98.73 (+61.04%)H $266.37 · L $158.22 · Avg Vol 1.5M

Congress sellPosition opened

Tracked holders · last 8 quarters

+2 vs previous quarter over the last 6.

SEC event timeline

30 events

T. Rowe Price added2026-02-17
+56,254 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+1,100 shares · 2025Q4
Position
Wellington Management added2026-02-17
+5,631,554 shares · 2025Q4
Position
AQR Capital Management trimmed2026-02-17
−180,359 shares · 2025Q4
Position
D.E. Shaw & Co. trimmed2026-02-17
−578,085 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−826,028 shares · 2025Q4
Position
Two Sigma Investments exited2026-02-17
−2,000 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−70,319 shares · 2025Q4
Position
Steve Cohen (Point72) added2026-02-17
+413,201 shares · 2025Q4
Position
Jeremy Grantham (GMO) added2026-02-17
+13,122 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) added2026-02-13
+35,058 shares · 2025Q4
Position
Seth Klarman (Baupost Group) trimmed2026-02-13
−18,465 shares · 2025Q4
Position
Lee Ainslie (Maverick Capital) added2026-02-13
+7,380 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−135,300 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+2,236,918 shares · 2025Q4
Position
Tom Gayner (Markel Group) added2026-02-06
+16,500 shares · 2025Q4
Position
First Eagle Investment Management added2026-02-04
+30,216 shares · 2025Q4
Position
D.E. Shaw & Co. opened position2025-11-14
+667,316 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+185,514 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+337,601 shares · 2025Q3
Position
Steve Cohen (Point72) opened position2025-11-14
+350,673 shares · 2025Q3
Position
Two Sigma Investments opened position2025-11-14
+2,000 shares · 2025Q3
Position
Lee Ainslie (Maverick Capital) opened position2025-11-14
+14,734 shares · 2025Q3
Position
T. Rowe Price trimmed2025-11-14
−2,954,983 shares · 2025Q3
Position
Wellington Management added2025-11-14
+682,666 shares · 2025Q3
Position
Jeremy Grantham (GMO) trimmed2025-11-13
−2,190 shares · 2025Q3
Position
Seth Klarman (Baupost Group) added2025-11-13
+23,500 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−1,815,789 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) opened position2025-11-13
+16,377 shares · 2025Q3
Position
Renaissance Technologies added2025-11-13
+195,100 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for FERG →

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.

Investor	First in	Cost basis	Return	Position 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 Price	2024Q3	$189.58	+37.4%	$76.9M
AQR Capital Management	2024Q3	$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 Management	2024Q3	$214.04	+21.7%	$2.44B
Renaissance Technologies	2024Q3	$216.42	+20.4%	$55.6M
Ruane, Cunniff & Goldfarb (Sequoia)	2025Q2	$217.75	+19.6%	$260K
First Eagle Investment Management	2025Q2	$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.

New positions2

Norges Bank (Norway SWF)
+2,236,918
$498.0M
Paul Tudor Jones (Tudor Investment)
+1,100
$245K

Added to8

Wellington Management
+5,631,554
$1.25B
Steve Cohen (Point72)
+413,201
$92.0M
Ray Dalio (Bridgewater Associates)
+35,058
$7.8M
First Eagle Investment Management
+30,216
$6.7M
Tom Gayner (Markel Group)
+16,500
$3.7M
Jeremy Grantham (GMO)
+13,122
$2.9M
Lee Ainslie (Maverick Capital)
+7,380
$1.6M
T. Rowe Price
+56,254
$13K

Trimmed6

Ken Griffin (Citadel Advisors)
−826,028
$183.9M
D.E. Shaw & Co.
−578,085
$128.7M
AQR Capital Management
−180,359
$40.2M
Renaissance Technologies
−135,300
$30.1M
Izzy Englander (Millennium Mgmt)
−70,319
$15.7M
Seth Klarman (Baupost Group)
−18,465
$4K

Exited1

Two Sigma Investments
−2,000
$449K

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2024Q3	23	11,756,155	$2.33B	—
2024Q4	23	11,291,441	$1.96B	—
2025Q1	18	9,058,070	$1.45B	-5
2025Q2	20	11,849,696	$2.58B	+2
2025Q3	21	9,556,650	$2.15B	+1
2025Q4	23	16,166,297	$3.60B	+2

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2025-09-23	Valerie Hoyle	Sell	$1K – $15K	PDF ↗
2025-04-14	Gilbert Cisneros	Buy	$1K – $15K	PDF ↗
2025-01-07	Gilbert Cisneros	Buy	$1K – $15K	PDF ↗

Who owns FERG

23 super-investors · 2025Q4

Tracked stake

16.17M

Combined value

$3.60B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New2Added10Trim10Held1

#	Manager	Shares	Value	% of book	Last action
1	Wellington Management	9.37M	$2.09B	0.4%	Added+5.63M
2	Norges Bank Norway SWF	2.24M	$498M	0.1%	New+2.24M
3	Seth Klarman Baupost Group	1.14M	$253M	4.8%	Trim−18.5K
4	Steve Cohen Point72	763.9K	$170M	0.2%	Added+413.2K
5	First Eagle Investment Management	629.4K	$140M	0.2%	Added+30.2K
6	Izzy Englander Millennium Mgmt	569.7K	$127M	0.1%	Trim−70.3K
7	AQR Capital Management	516.0K	$115M	0.1%	Trim−180.4K
8	T. Rowe Price	295.1K	$66M	0.0%	Added+56.3K
9	Renaissance Technologies	213.3K	$47M	0.1%	Trim−135.3K
10	Tom Gayner Markel Group	163.5K	$36M	0.3%	Added+16.5K
11	D.E. Shaw & Co.	89.2K	$20M	0.0%	Trim−578.1K
12	Ray Dalio Bridgewater Associates	51.4K	$11M	0.0%	Added+35.1K
13	Ken Griffin Citadel Advisors	32.6K	$7M	0.0%	Trim−826.0K
14	Ken Griffin Citadel Advisors	22.5K	$5M	0.0%	Trim−826.0K
15	Lee Ainslie Maverick Capital	22.1K	$5M	0.1%	Added+7.4K
16	Jeremy Grantham GMO	19.2K	$4M	0.0%	Added+13.1K
17	Ken Griffin Citadel Advisors	18.7K	$4M	0.0%	Trim−826.0K
18	Izzy Englander Millennium Mgmt	5.3K	$1M	0.0%	Trim−70.3K
19	Steve Cohen Point72	4.4K	$980K	0.0%	Added+413.2K
20	Izzy Englander Millennium Mgmt	4.4K	$980K	0.0%	Trim−70.3K
21	Steve Cohen Point72	3.0K	$668K	0.0%	Added+413.2K
22	Paul Tudor Jones Tudor Investment	1.1K	$245K	0.0%	New+1.1K
23	Ruane, Cunniff & Goldfarb Sequoia	1.0K	$223K	0.0%	Held

Recent moves

20 transactions

ADDWellington Management
+5,631,554 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−826,028 · 2025Q4
TRIMAQR Capital Management
−180,359 · 2025Q4
SOLDTwo Sigma Investments
−2,000 · 2025Q4
ADDJeremy Grantham (GMO)
+13,122 · 2025Q4
ADDSteve Cohen (Point72)
+413,201 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−70,319 · 2025Q4
TRIMD.E. Shaw & Co.
−578,085 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+1,100 · 2025Q4
ADDT. Rowe Price
+56,254 · 2025Q4
TRIMSeth Klarman (Baupost Group)
−18,465 · 2025Q4
ADDRay Dalio (Bridgewater Associates)
+35,058 · 2025Q4
ADDLee Ainslie (Maverick Capital)
+7,380 · 2025Q4
TRIMRenaissance Technologies
−135,300 · 2025Q4
NEWNorges Bank (Norway SWF)
+2,236,918 · 2025Q4
ADDTom Gayner (Markel Group)
+16,500 · 2025Q4
ADDFirst Eagle Investment Management
+30,216 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+337,601 · 2025Q3
NEWSteve Cohen (Point72)
+350,673 · 2025Q3
NEWTwo Sigma Investments
+2,000 · 2025Q3

Embed this chart

Paste this iframe anywhere to embed the live FERG chart.

<iframe src="https://openstocks.me/embed/stocks/FERG" width="100%" height="480" frameborder="0" loading="lazy" title="FERG chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>

Preview: https://openstocks.me/embed/stocks/FERG

Explore related topics