Who Owns FERGUSON ENTERPRISES INC (FERG)? -- Institutional Holders (2026-06-30)

25 institutions reported holding $34.5M of FERGUSON ENTERPRISES INC (FERG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($16.6M), PensionDanmark Pensionsforsikringsaktieselskab ($8.9M), Norman Fields, Gottscho Capital Management, LLC ($3.4M), Chesley Taft & Associates LLC ($1.7M), GAMMA Investing LLC ($1.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Assenagon Asset Management S.A.$16.6M69,858Trimmed
2PensionDanmark Pensionsforsikringsaktieselskab$8.9M37,406New
3Norman Fields, Gottscho Capital Management, LLC$3.4M14,423Trimmed
4Chesley Taft & Associates LLC$1.7M6,992Added
5GAMMA Investing LLC$1.5M6,378Added
6Apella Capital, LLC$796,3133,568Trimmed
7Meriwether Wealth & Planning, LLC$344,3661,451Added
8Mechanics Bank Trust Department$250,8571,057Hold
9Versant Capital Management, Inc$247,7731,044Added
10Windsor Capital Management, LLC$213,597900Hold
11Quantum Financial Advisors, LLC$209,945885Trimmed
12CX Institutional$68,000288Added
13MassMutual Private Wealth & Trust, FSB$56,485238Trimmed
14Hilltop National Bank$48,653205Hold
15EASTERN BANK$42,482179New
16Grove Bank & Trust$34,413145Hold
17CoreCap Advisors, LLC$33,938143Trimmed
18Strategic Investment Solutions, Inc. /IL$30,223127New
19BEACON INVESTMENT ADVISORY SERVICES, INC.$17,80075Hold
20MJT & Associates Financial Advisory Group, Inc.$12,34252Trimmed
21Dogwood Wealth Management LLC$10,68045Trimmed
22HARBOR INVESTMENT ADVISORY, LLC$6,40827Hold
23Arlington Trust Co LLC$9494Hold
24Retirement Wealth Solutions LLC$7123Added
25Beaird Harris Wealth Management, LLC$1861Hold

Source: SEC Form 13F filings · as of 2026-06-30