Guru Ownership Trend
Guru Analysis for Ferguson Enterprises Inc. (FERG)
Ferguson Enterprises Inc. (FERG), a key player in the Industrials sector, continues to attract institutional attention.
As of Q2 2026, a total of 20 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.5 B.
Top institutional holders include Seth Klarman and Nelson Peltz.
Notably, Seth Klarman has expressed high conviction in this stock, allocating 6.36% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $78.88 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 488.7%. Conversely, Manning & Napier Group reduced exposure by 99.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Ferguson Enterprises Inc. (FERG)
Major holders include Seth Klarman ($344.27 M), Nelson Peltz ($257.83 M), John Armitage ($238.76 M). According to the latest reported data, 20 tracked investment managers collectively hold approximately 6.76 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $78.88 M, with 10 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited FERG. The total reported sell value was $77.47 M.
Yes, 1 managers opened new positions in FERG, and 9 increased their existing holdings. The total reported buy value was $156.35 M.
