Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ferguson Enterprises Inc (FERG)

931 + Investors. Track Smart Money conviction in FERG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +21
Streak
9Q ▲
Buyers last Q
52%

Smart Money Signals — FERG

Based on 946 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added FERG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
946 hedge funds hold FERG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+173 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 52% buying

486 buying443 selling
Last quarter: 486 funds bought or added vs 443 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 157 → 140 → 137 → 119. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 24% entered in last year

■ 4% conviction (2yr+) ■ 72% medium ■ 24% new
Only 39 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +41%, value +6%

Value
+5%
Shares
+40%
Last quarter: funds added +41% more shares while total portfolio value only changed +6%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~119 new funds/quarter

173 → 157 → 140 → 137 → 119 new funds/Q
New funds entering each quarter: 157 → 140 → 137 → 119. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 2% veterans, 34% new entrants

■ 2% veterans ■ 64% 1-2yr ■ 34% new
Of 960 current holders: 17 (2%) held 2+ years, 612 held 1–2 years, 331 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
67 of 939 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in FERG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FERG

In 2026 Q2, 486 hedge funds were net buyers of FERG (119 opened a new position, 367 added to an existing one), while 443 reduced or exited (345 trimmed, 98 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in FERG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 946.

Hedge Fund Ownership: FERG

How many hedge funds hold FERG — quarterly history vs. share price
Quarterly hedge fund ownership of FERG vs. share price

Market Analysis: FERG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FERG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ferguson Enterprises Inc (FERG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FERG has moved relative to its sector benchmark (XLI) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 82d ago
FERG
-9.6%
XLI
-8.4%

FERG outperformed XLI by -1.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
FERG
-12.1%
XLI
-9.0%

Since the filing became public, FERG outperformed XLI by -3.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 10 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
5.3
/ 10
conviction
Hedge Fund Positioning: FERG
931 + Investors

Track Smart Money conviction in FERG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 931 925 0.65%
13F Shares 186M 182M 2.19%
Total Value $42.46B $40.53B 4.78%
New Positions 117 137 -20
Increased Positions 359 366 -7
Closed Positions 104 110 -6
Reduced Positions 339 292 +47
Total Calls 7 9 -22.22%
Total Puts 10 9 11.11%
PUT/CALL Ratio 1.43 1.0 Bearish

Statistics: FERG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

931 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FERG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FERG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mbb Public Markets I LLC 14.29% 557,772 $132.4M
2 Teca Partners, LP 13.55% 66,434 $15.8M
3 Foxhaven Asset Management, LP 9.41% 1,479,590 $351.2M
4 Clio Asset Management LLC 9.07% 48,090 $11.4M
5 Lionstone Capital Management LLC 8.79% 161,048 $38.2M
6 59 North Capital Management, LP 8.46% 1,602,541 $380.3M
7 GFI Investment Counsel Ltd. 8.08% 251,124 $59.6M
8 Durable Capital Partners LP 6.88% 2,979,735 $707.2M
9 Triavera Capital LLC 6.50% 50,388 $12.0M
10 Manchester Global Management (UK) Ltd 5.96% 227,616 $54.0M
11 Rivermont Capital Management LP 5.63% 167,309 $39.7M
12 Crow's Nest Holdings LP 5.45% 76,000 $18.0M
13 Tran Capital Management, L.P. 4.39% 160,769 $38.2M
14 W1M Asset Management Ltd 4.31% 1,980,510 $469.9M
15 Dudley & Shanley, INC. 3.73% 104,225 $24.7M
16 Beck Mack & Oliver LLC 3.60% 777,845 $184.6M
17 Eminence Capital, LP 3.45% 645,805 $150.6M
18 Wilson Asset Management (international) Pty Ltd 3.37% 51,678 $12.3M
19 Xn LP 3.22% 515,420 $122.3M
20 Sycale Advisors (NY) LLC 3.07% 42,109 $10.0M
21 Nexus Investment Management ULC 3.00% 96,871 $23.0M
22 Cantillon Capital Management LLC 2.87% 80,548 $19.1M
23 Fiduciary Management Inc /Wi/ 2.85% 844,907 $200.5M
24 2Xideas AG 2.78% 27,263 $6.5M
25 Night Squared LP 2.77% 108,779 $25.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ferguson Enterprises Inc (FERG)

What does the Smart Money Trend signal show for FERG?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added FERG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FERG?

Slight buying edge — 52% buying: Last quarter: 486 funds bought or added vs 443 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FERG holders?

Elite ownership — 49% AUM from top-100 funds: 67 of 939 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in FERG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FERG?

Mostly new holders — 24% entered in last year: Only 39 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Ferguson Enterprises Inc (FERG) following the 2026 Q2 hedge fund 13F filings?

As of today, FERG has moved -12.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -9.0% for the XLI sector ETF — an outperformance of -3.1%. Since the quarter end (June 30, 2026), FERG has gained -9.6% vs -8.4% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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