FERGUSON ENTERPRISES INC (FERG) Stock Institutional Trading Activity


FERGUSON ENTERPRISES INC (FERG) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Durable Capital Partners, Renaissance Technologies LLC, Baupost Group, Cantillon Capital Management, and Giverny Capital. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Baupost GroupSell-18,4651,137,035$253,138
Q4 2025Giverny CapitalBuy87136,374$8,097,944
Q4 2025Renaissance Technologies LLCSell-135,300213,300$47,486,979
Q4 2025Durable Capital PartnersBuy472,3721,561,342$347,601,569
Q4 2025Cantillon Capital ManagementBuy14,9631,984,854$441,888,046
Q3 2025Baupost GroupBuy23,5001,155,500$259,502
Q3 2025Sequoia Financial AdvisorsBuy8614,555$1,023,057
Q3 2025Giverny CapitalSell-17635,503$7,973,264
Q3 2025Renaissance Technologies LLCBuy195,100348,600$78,288,588
Q3 2025First Eagle U.S. ValueSell-771599,229$134,574,849
Q3 2025Durable Capital PartnersBuy358,2161,088,970$244,560,883
Q3 2025Cantillon Capital ManagementSell-21,6701,969,891$442,398,121
Q3 2025Egerton Capital UKBuy366,8982,600,224$583,958,306
Q3 2025Parnassus Endeavor FundSell-116,9403,025,659$679,502,498
Q2 2025Bares Capital ManagementBuy103103$22,428
Q2 2025Sequoia FundBuy1,0001,000$217,750
Q2 2025Sequoia Financial AdvisorsBuy1,2823,694$804,408
Q2 2025Giverny CapitalBuy1,29335,679$7,769,102
Q2 2025Renaissance Technologies LLCBuy59,900153,500$33,424,625
Q2 2025First Eagle U.S. ValueBuy600,000600,000$130,650,000
Q2 2025Cantillon Capital ManagementSell-57,8501,991,561$433,662,408
Q2 2025Egerton Capital UKBuy2,233,3262,233,326$486,306,737
Q2 2025Parnassus Endeavor FundSell-121,5173,142,599$684,300,933
Q2 2025Trian Fund ManagementBuy77,5921,086,357$236,554,237
Q1 2025Sequoia Financial AdvisorsSell-3542,412$386,430
Q1 2025Giverny CapitalBuy67834,386$5,509,669
Q1 2025Renaissance Technologies LLCSell-295,00093,600$14,997,528
Q1 2025Durable Capital PartnersBuy730,754730,754$117,088,713
Q1 2025Cantillon Capital ManagementSell-62,2622,049,411$328,377,125
Q1 2025Parnassus Endeavor FundSell-273,0393,264,116$523,009,307

Frequently asked questions about FERG activity

  • Which institutional owners are buying FERG?

    Institutional owners buying FERG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FERG activity?

    "Buy" means an investor increased their reported position in FERG compared to the prior reporting period. This reflects growing exposure to FERGUSON ENTERPRISES INC (FERG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FERG increasing?

    Institutional interest in FERG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.