First Pacific Advisors's FERG Position Overview
First Pacific Advisors (via First Pacific Advisors, Lp) currently holds 887,120 shares of Ferguson Enterprises Inc. (FERG) worth $197.5 M, representing 2.60% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 15 quarters.
Based on 13F filings, First Pacific Advisors has maintained a strategic position in FERG, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 225,610 shares. Largest reduction occurred in Q3 2025, reducing 339,766 shares.
Analysis based on 13F filings available since 2013 Q2
First Pacific Advisors's Ferguson Enterprises (FERG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ferguson Enterprises (FERG) Trades by First Pacific Advisors
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -29,265 | Reduce 3.19% | 887,120 | $222.63 |
| Q3 2025 | -339,766 | Reduce 27.05% | 916,385 | $224.58 |
| Q2 2025 | +4,520 | Add 0.36% | 1.26 M | $217.75 |
| Q1 2025 | +148,891 | Add 13.50% | 1.25 M | $160.23 |
| Q4 2024 | +4,183 | Add 0.38% | 1.1 M | $173.57 |
| Q3 2024 | -5,732 | Reduce 0.52% | 1.1 M | $198.57 |
| Q2 2024 | +15,700 | Add 1.44% | 1.1 M | $193.65 |
| Q1 2024 | +913 | Add 0.08% | 1.09 M | $218.43 |
| Q4 2023 | +14,158 | Add 1.32% | 1.09 M | $193.07 |
| Q3 2023 | -19,722 | Reduce 1.80% | 1.07 M | $164.47 |
| Q2 2023 | -22,234 | Reduce 1.99% | 1.09 M | $157.31 |
| Q1 2023 | -6,024 | Reduce 0.54% | 1.12 M | $133.75 |
| Q4 2022 | +143,093 | Add 14.63% | 1.12 M | $126.97 |
| Q3 2022 | +225,610 | Add 29.97% | 978,405 | $102.93 |
| Q2 2022 | +752,795 | New Buy | 752,795 | $110.71 |
First Pacific Advisors's Ferguson Enterprises Investment FAQs
First Pacific Advisors first purchased Ferguson Enterprises Inc. (FERG) in Q2 2022, acquiring 752,795 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Pacific Advisors has held Ferguson Enterprises Inc. (FERG) for 15 quarters since Q2 2022.
First Pacific Advisors's largest addition to Ferguson Enterprises Inc. (FERG) was in Q2 2022, adding 752,795 shares worth $83.34 M.
According to the latest 13F filing for Q4 2025, First Pacific Advisors's firm, First Pacific Advisors, Lp, owns 887,120 shares of Ferguson Enterprises Inc. (FERG), valued at approximately $197.5 M.
As of the Q4 2025 filing, Ferguson Enterprises Inc. (FERG) represents approximately 2.60% of First Pacific Advisors's publicly disclosed stock portfolio, making it one of their key holdings.
First Pacific Advisors's peak holding in Ferguson Enterprises Inc. (FERG) was 1,256,151 shares, as reported at the end of Q2 2025.