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 Q4 2025, a total of 20 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.74 B.
Top institutional holders include Seth Klarman and Nelson Peltz.
Notably, Nelson Peltz has expressed high conviction in this stock, allocating 6.07% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $461.19 M net outflow during the quarter.
Recent activity highlights Jeremy Grantham who increased their stake by 216.3%. Conversely, John Armitage reduced exposure by 61.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Ferguson Enterprises Inc. (FERG)
Major holders include Seth Klarman ($253.14 M), Nelson Peltz ($241.86 M), John Armitage ($224.48 M). According to the latest reported data, 20 tracked investment managers collectively hold approximately 7.85 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $461.19 M, with 8 managers increasing positions and 10 managers reducing holdings.
During the most recent reporting period, 9 managers trimmed their positions, while 1 fully exited FERG. The total reported sell value was $613.94 M.
Yes, 1 managers opened new positions in FERG, and 7 increased their existing holdings. The total reported buy value was $152.75 M.
