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 2023Trian Fund ManagementSell-1,224,9664,190,252$809,011,954
Q4 2023Renaissance Technologies LLCBuy29,700463,600$89,507
Q4 2023Sequoia Financial AdvisorsBuy1742,220$428,625
Q4 2023Parnassus Endeavor FundBuy1793,046$588,091
Q4 2023TCI Fund ManagementSell-53,974436,695$84,312,704
Q4 2023Third PointSell-185,0001,090,000$210,446,300
Q4 2023Cantillon Capital ManagementBuy690,6431,872,863$361,593,660
Q4 2023Giverny CapitalBuy78326,968$5,206,712
Q3 2023Trian Fund ManagementSell-79,4825,415,218$890,640,905
Q3 2023Renaissance Technologies LLCBuy162,900433,900$71,364
Q3 2023Sequoia Financial AdvisorsBuy1342,046$336,506
Q3 2023Parnassus Endeavor FundBuy2,8672,867$471,535
Q3 2023Cantillon Capital ManagementSell-4,4781,182,220$194,439,724
Q3 2023Giverny CapitalBuy26,18526,185$4,306,647
Q2 2023Trian Fund ManagementSell-369,3005,494,700$864,371,257
Q2 2023Renaissance Technologies LLCBuy51,000271,000$42,631
Q2 2023Sequoia Financial AdvisorsSell-1851,912$300,777
Q2 2023TCI Fund ManagementBuy490,669490,669$77,187,140
Q2 2023Cantillon Capital ManagementBuy148,5271,186,698$186,679,462
Q1 2023Trian Fund ManagementSell-5,354,1815,864,000$784,310,000
Q1 2023Renaissance Technologies LLCBuy220,000220,000$29,425
Q1 2023Sequoia Financial AdvisorsSell-3332,097$280,474
Q1 2023Cantillon Capital ManagementBuy1,038,1711,038,171$138,855,372
Q1 2023Third PointBuy350,0001,275,000$170,531,250
Q4 2022Sequoia Financial AdvisorsBuy2,4302,430$308,537
Q3 2022Trian Fund ManagementSell-1,608,43011,218,181$1,154,688
Q3 2022Third PointBuy925,000925,000$95,210
Q2 2022Trian Fund ManagementBuy1,423,88012,826,611$1,420,034
Q1 2022Trian Fund ManagementBuy10,75011,402,731$1,558,411
Q4 2021Trian Fund ManagementSell-1,336,95011,391,981$2,022,084

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.