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 Q1 2026, a total of 20 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.48 B.
Top institutional holders include Seth Klarman and Nelson Peltz.
Notably, Seth Klarman has expressed high conviction in this stock, allocating 6.58% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $332.06 M net outflow during the quarter.
Recent activity highlights Wallace Weitz who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 96.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Ferguson Enterprises Inc. (FERG)
Major holders include Seth Klarman ($336.46 M), Nelson Peltz ($253.4 M), First Pacific Advisors ($190.57 M). According to the latest reported data, 20 tracked investment managers collectively hold approximately 6.43 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $332.06 M, with 7 managers increasing positions and 11 managers reducing holdings.
During the most recent reporting period, 10 managers trimmed their positions, while 1 fully exited FERG. The total reported sell value was $415.62 M.
Yes, 1 managers opened new positions in FERG, and 6 increased their existing holdings. The total reported buy value was $83.56 M.
