Guru Ownership Over Time
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 Q3 2025, a total of 20 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.23 B.
Top institutional holders include John Armitage and Diamond Hill Capital.
Notably, John Armitage has expressed high conviction in this stock, allocating 6.16% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $104.46 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 379.9%. Conversely, Manning & Napier Group reduced exposure by 42.9%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 6.16% | Add 16.4% | 2,600,224 | $583.96 M | Q3 2025 | |
| 1.64% | Reduce -28.7% | 1,541,877 | $346.27 M | Q3 2025 | |
| 5.42% | Add 2.1% | 1,155,500 | $259.5 M | Q3 2025 | |
| 5.94% | 1,086,357 | $243.97 M | Q3 2025 | ||
| 2.84% | Reduce -27.1% | 916,385 | $205.8 M | Q3 2025 | |
| 0.10% | Add 36.3% | 696,393 | $156.4 M | Q3 2025 | |
| 0.25% | Reduce -0.1% | 599,229 | $134.57 M | Q3 2025 | |
| 0.13% | New Buy | 350,673 | $78.75 M | Q3 2025 | |
| 0.10% | Add 127.1% | 348,600 | $78.29 M | Q3 2025 | |
| 0.07% | New Buy | 188,677 | $42.37 M | Q3 2025 | |
| 0.16% | Add 83.7% | 165,281 | $37.12 M | Q3 2025 | |
| 0.27% | Add 9.3% | 147,000 | $33.01 M | Q3 2025 | |
| 0.24% | Reduce -0.5% | 35,503 | $7.97 M | Q3 2025 | |
| 0.07% | Reduce -42.9% | 26,125 | $5.88 M | Q3 2025 | |
| 0.03% | Add 379.9% | 24,499 | $5.5 M | Q3 2025 | |
| 0.01% | New Buy | 16,377 | $3.68 M | Q3 2025 | |
| 0.04% | New Buy | 14,734 | $3.31 M | Q3 2025 | |
| 0.00% | Reduce -26.5% | 6,068 | $1.36 M | Q3 2025 | |
| 0.03% | 1,050 | $235,809 | Q3 2025 | ||
| 0.00% | 1,000 | $224,580 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Ferguson Enterprises Inc. (FERG)
Top Guru holders include John Armitage ($583.96 M), Diamond Hill Capital ($346.27 M), Seth Klarman ($259.5 M). Collectively, tracked Gurus hold 9.92 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $104.46 M, with 11 Gurus buying and 6 Gurus selling.
In the recent quarter, 6 Gurus reduced their positions, and 0 Gurus sold out of FERG completely. Total sell value was $220.88 M.
Yes, 4 Gurus opened new positions in FERG, and 7 added to their existing holdings. Total buy value was $325.34 M.