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
Q1 2025Trian Fund ManagementSell-228,5091,008,765$161,634,416
Q4 2024Baupost GroupBuy1,132,0001,132,000$196,481
Q4 2024Polen Capital ManagementBuy1,2381,238$214,880
Q4 2024Sequoia Financial AdvisorsBuy3562,766$480,129
Q4 2024Giverny CapitalBuy3,94333,708$5,850,698
Q4 2024Renaissance Technologies LLCSell-332,100388,600$67,449,302
Q4 2024Third PointBuy235,0001,200,000$208,284,000
Q4 2024Cantillon Capital ManagementBuy415,0022,111,673$366,523,082
Q4 2024Parnassus Endeavor FundBuy3,198,4773,537,155$613,943,993
Q4 2024Trian Fund ManagementSell-33,5361,237,274$214,753,648
Q3 2024Sequoia Financial AdvisorsSell-62,410$478,572
Q3 2024Parnassus Endeavor FundSell-8,611338,678$67,251,291
Q3 2024Renaissance Technologies LLCBuy466,400720,700$143,109,399
Q3 2024Cantillon Capital ManagementSell-50,2391,696,671$336,907,961
Q3 2024Trian Fund ManagementSell-683,0531,270,810$252,344,742
Q2 2024Trian Fund ManagementSell-539,8241,953,863$378,365,570
Q2 2024Sequoia Financial AdvisorsBuy952,416$467,877
Q2 2024Renaissance Technologies LLCSell-3,300254,300$49,245,195
Q2 2024Parnassus Endeavor FundSell-29,984347,289$67,252,515
Q2 2024Third PointSell-125,000965,000$186,872,250
Q2 2024Cantillon Capital ManagementSell-88,6931,746,910$338,289,122
Q2 2024Viking Global InvestorsBuy798,2781,673,699$324,111,811
Q2 2024Giverny CapitalBuy85529,765$5,763,992
Q1 2024Trian Fund ManagementSell-1,696,5652,493,687$544,696,052
Q1 2024Renaissance Technologies LLCSell-206,000257,600$56,268
Q1 2024Sequoia Financial AdvisorsBuy1012,321$506,996
Q1 2024Parnassus Endeavor FundBuy374,227377,273$82,407,741
Q1 2024Cantillon Capital ManagementSell-37,2601,835,603$400,950,763
Q1 2024Viking Global InvestorsBuy875,421875,421$191,218,209
Q1 2024Giverny CapitalBuy1,94228,910$6,314,811

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.