FERGNYSEWholesale-Hardware & Plumbing & Heating Equipment & SuppliesFiscal year ends December 31
Ferguson Enterprises Inc. /DE/
Financials through Q1 FY2026, quarter ended Oct 31, 2025Last filing: 10-Q on Aug 10, 2026
$226.36−5.25 (-2.27%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- 22.9
- Dividend yield
- 1.45%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
96.8%
187M of 193M shares
Institutional holders
945
110 new, 85 sold out
Net institutional buying
11M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $1.20M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 10,587,359 | 5.40% | 13G (passive) | Jun 30, 2025 |
| Vanguard Capital Management | 10,474,930 | 5.38% | 13G (passive) | Mar 31, 2026 |
| FMR LLC | 10,007,880 | 5.00% | 13G (passive) | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FERG | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,489,134 | 5.94% | $2.73B | −157,683 | 0.04% |
| Vanguard Portfolio Management LLC | 9,138,286 | 4.72% | $2.17B | −24,459 | 0.10% |
| Vanguard Capital Management LLC | 8,754,927 | 4.53% | $2.08B | −5,449 | 0.04% |
| FMR LLC | 7,559,923 | 3.91% | $1.79B | −287,383 | 0.08% |
| Jupiter Topco LLC | 7,538,616 | 3.90% | $1.79B | New | 0.73% |
| Wellington Management Group Llp | 7,209,558 | 3.73% | $1.71B | −1,278,763 | 0.29% |
| Bank of New York Mellon Corp | 4,835,856 | 2.50% | $1.15B | −871,328 | 0.19% |
| State Street Corp | 4,619,995 | 2.39% | $1.10B | +48,544 | 0.03% |
| Wcm Investment Management, LLC | 4,182,592 | 2.16% | $998.01M | −165,825 | 1.81% |
| Franklin Resources Inc | 3,842,652 | 1.99% | $912.15M | −405,095 | 0.20% |
| Bank Of America Corp /De/ | 3,819,779 | 1.97% | $906.55M | +2,789,883 | 0.06% |
| Geode Capital Management, LLC | 3,426,569 | 1.77% | $810.77M | −31,580 | 0.04% |
| Durable Capital Partners LP | 2,979,735 | 1.54% | $707.18M | +787,760 | 6.88% |
| Parnassus Investments, LLC | 2,833,425 | 1.46% | $672.46M | +224,266 | 1.80% |
| T. Rowe Price Investment Management, Inc. | 2,448,090 | 1.27% | $581.01K | −262,248 | 0.38% |
| Soroban Capital Partners LP | 2,428,771 | 1.26% | $576.42M | +30,404 | 1.21% |
| Goldman Sachs Group Inc | 2,414,287 | 1.25% | $572.98M | +533,016 | 0.05% |
| Massachusetts Financial Services Co /Ma/ | 2,174,605 | 1.12% | $518.22M | +324,075 | 0.16% |
| Invesco Ltd. | 2,120,943 | 1.10% | $503.36M | −129,388 | 0.04% |
| Pictet Asset Management Holding SA | 2,116,869 | 1.09% | $502.43M | −751,312 | 0.48% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 945 | 187M | 96.8% | 110 / 375 | 339 / 85 | 26M | 15M |
| Q1 2026 | 934 | 183M | 94.5% | 133 / 371 | 302 / 95 | 35M | 17M |
| Q4 2025 | 908 | 185M | 95.6% | 132 / 311 | 334 / 82 | 27M | 20M |
| Q3 2025 | 886 | 179M | 92.4% | 161 / 327 | 294 / 53 | 18M | 24M |
| Q2 2025 | 786 | 184M | 95.3% | 167 / 291 | 262 / 86 | 20M | 16M |
| Q1 2025 | 715 | 180M | 93.1% | 112 / 255 | 278 / 92 | 27M | 23M |
| Q4 2024 | 709 | 178M | 92.1% | 119 / 229 | 294 / 107 | 29M | 21M |
| Q3 2024 | 708 | 171M | 88.5% | 154 / 234 | 248 / 95 | 39M | 22M |
| Q2 2024 | 655 | 166M | 85.8% | 69 / 242 | 255 / 66 | 12M | 15M |
| Q1 2024 | 656 | 169M | 87.4% | 92 / 262 | 231 / 56 | 14M | 13M |
| Q4 2023 | 627 | 169M | 87.1% | 122 / 245 | 199 / 41 | 18M | 10M |
| Q3 2023 | 554 | 161M | 83.3% | 80 / 223 | 180 / 42 | 12M | 13M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FERG | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 6,156,790 | 3.18% | $1.46B | 0.06% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 4,202,396 | 2.17% | $997.35M | 0.45% | Jun 30, 2026 |
| Janus Henderson Enterprise Fund | 3,174,027 | 1.64% | $753.29M | 3.36% | Jun 30, 2026 |
| Vanguard Equity Income Fund | 2,740,345 | 1.42% | $650.37M | 0.99% | Jun 30, 2026 |
| Fidelity Contrafund | 2,283,515 | 1.18% | $541.95M | 0.30% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,224,156 | 1.15% | $527.86M | 0.54% | Jun 30, 2026 |
| Parnassus Core Equity Fund | 2,098,045 | 1.08% | $497.93M | 2.06% | Jun 30, 2026 |
| AMCAP Fund | 1,964,159 | 1.02% | $443.84M | 0.46% | May 31, 2026 |
| Vanguard Value Index Fund | 1,844,274 | 0.95% | $437.70M | 0.17% | Jun 30, 2026 |
| WCM Focused International Growth Fund | 1,687,740 | 0.87% | $400.55M | 1.78% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 1,291,728 | 0.67% | $306.57M | 1.33% | Jun 30, 2026 |
| Vanguard Mid-Cap Value Index Fund | 1,245,631 | 0.64% | $295.63M | 0.79% | Jun 30, 2026 |
| Vanguard Wellesley Income Fund | 1,073,337 | 0.55% | $254.74M | 0.54% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 1,008,077 | 0.52% | $227.80M | 0.53% | May 31, 2026 |
| Janus Henderson Forty Fund | 953,318 | 0.49% | $226.25M | 0.95% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| William Brundage | Chief Financial Officer, Director | 57,719 | 0.03% | Jun 1, 2026 |
| Kevin Michael Murphy | See Remarks, Director | 177,499 | 0.09% | Jun 1, 2026 |
| Jake Schlicher | Chief Strategy Officer | 9,490 | 0.00% | Sep 1, 2026 |
| James A. Paisley | See Remarks | 4,458 | 0.00% | Jul 14, 2026 |
| Robert Anthony Camposano Jr. | Senior VP - Waterworks | 10,952 | 0.01% | Jun 1, 2026 |
| Allison Stirrup | Chief Human Resources Officer | 7,801 | 0.00% | Jun 1, 2026 |
| William T. Thees Jr | Chief Operating Officer | 32,680 | 0.02% | Jun 1, 2026 |
| Richard Winckler | Chief Accounting Officer | 2,411 | 0.00% | Mar 13, 2026 |
| Ian T. Graham | See Remarks | 9,657 | 0.00% | Mar 13, 2026 |
| Victoria Morrissey | Chief Marketing Officer | 4,282 | 0.00% | Jan 7, 2025 |
| Catherine Ann Halligan | Director | 3,959 | 0.00% | Jul 14, 2026 |
| Kelly A. Baker | Director | 3,962 | 0.00% | Jul 14, 2026 |
| James S. Metcalf | Director | 6,960 | 0.00% | Jul 14, 2026 |
| Alan J. Murray | Director | 5,599 | 0.00% | May 8, 2026 |
| Suzanne H. Wood | Director | 3,569 | 0.00% | May 8, 2026 |
| Rekha Agrawal | Director | 2,318 | 0.00% | May 8, 2026 |
| Geoff Drabble | Director | 7,473 | 0.00% | May 8, 2026 |
| Brian May | Director | 3,980 | 0.00% | May 8, 2026 |
| Richard Beckwitt | Director | 4,818 | 0.00% | May 8, 2026 |
| Thomas Schmitt | Director | 2,480 | 0.00% | Dec 9, 2024 |
| Nadia Shouraboura | Director | 2,209 | 0.00% | Dec 9, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jake Schlicher Chief Strategy Officer | Aug 28, 2026 | Sale | −5,177 | $230.92 | $1.20M | 9,490 |
| Catherine Ann Halligan Director | Jul 9, 2026 | Award | +7.31 | $224.20 | $1.64K | 3,959 |
| Kelly A. Baker Director | Jul 9, 2026 | Award | +4.01 | $224.20 | $899 | 3,962 |
| James S. Metcalf Director | Jul 9, 2026 | Award | +7.32 | $224.20 | $1.64K | 6,960 |
| James S. Metcalf Director | Jul 9, 2026 | Award | +17.42 | $222.60 | $3.88K | 6,978 |
| James A. Paisley See Remarks | Jul 9, 2026 | Award | +2.86 | $224.19 | $641 | 4,458 |
| Catherine Ann Halligan Director | Jul 8, 2026 | Award | +3.74 | $221.19 | $827 | 3,951 |
| Kelly A. Baker Director | Jul 8, 2026 | Award | +1.47 | $220.62 | $324 | 3,958 |
| William T. Thees Jr Chief Operating Officer | May 28, 2026 | Award | +68 | $132.23 | $8.99K | 32,680 |
| Jake Schlicher Chief Strategy Officer | May 28, 2026 | Award | +68 | $132.23 | $8.99K | 14,667 |
| Robert Anthony Camposano Jr. Senior VP - Waterworks | May 28, 2026 | Award | +68 | $132.23 | $8.99K | 10,952 |
| William Brundage Chief Financial Officer, Director | May 28, 2026 | Award | +68 | $132.23 | $8.99K | 57,719 |
| Allison Stirrup Chief Human Resources Officer | May 28, 2026 | Award | +136 | $132.23 | $17.98K | 7,495 |
| Kevin Michael Murphy See Remarks, Director | May 28, 2026 | Award | +68 | $132.23 | $8.99K | 177,499 |
| Alan J. Murray Director | May 6, 2026 | Award | +751 | – | – | 5,599 |
| Brian May Director | May 6, 2026 | Award | +742 | – | – | 3,980 |
| Geoff Drabble Director | May 6, 2026 | Award | +742 | – | – | 7,473 |
| Catherine Ann Halligan Director | May 6, 2026 | Award | +751 | – | – | 3,948 |
| Rekha Agrawal Director | May 6, 2026 | Award | +751 | – | – | 2,318 |
| Suzanne H. Wood Director | May 6, 2026 | Award | +751 | – | – | 3,569 |
| Kelly A. Baker Director | May 6, 2026 | Award | +751 | – | – | 3,957 |
| James S. Metcalf Director | May 6, 2026 | Award | +751 | – | – | 6,953 |
| Richard Beckwitt Director | May 6, 2026 | Award | +751 | – | – | 4,818 |
| James S. Metcalf Director | May 1, 2026 | Award | +14.49 | $266.81 | $3.87K | 6,202 |
| Catherine Ann Halligan Director | Apr 30, 2026 | Award | +3.13 | $263.51 | $825 | 3,195 |
| Catherine Ann Halligan Director | Apr 30, 2026 | Award | +2 | – | – | 3,197 |
| Brian May Director | Apr 30, 2026 | Award | +3 | – | – | 3,336 |
| Brian May Director | Apr 30, 2026 | Tax withholding | −98 | $255.08 | $25.00K | 3,238 |
| Richard Beckwitt Director | Apr 30, 2026 | Award | +2 | – | – | 4,067 |
| Suzanne H. Wood Director | Apr 30, 2026 | Award | +2 | – | – | 2,818 |
| James S. Metcalf Director | Apr 30, 2026 | Award | +2 | – | – | 6,188 |
| Kelly A. Baker Director | Apr 30, 2026 | Award | +2 | – | – | 3,206 |
| Kelly A. Baker Director | Apr 30, 2026 | Award | +1.23 | $263.18 | $324 | 3,204 |
| Rekha Agrawal Director | Apr 30, 2026 | Award | +2 | – | – | 1,567 |
| Alan J. Murray Director | Apr 30, 2026 | Award | +2 | – | – | 4,848 |
| Geoff Drabble Director | Apr 30, 2026 | Tax withholding | −98 | $255.08 | $25.00K | 6,731 |
| Geoff Drabble Director | Apr 30, 2026 | Award | +3 | – | – | 6,829 |
| Catherine Ann Halligan Director | Apr 29, 2026 | Award | +5.24 | $255.47 | $1.34K | 3,191 |
| James A. Paisley See Remarks | Apr 29, 2026 | Award | +2.5 | $255.51 | $639 | 4,455 |
| James S. Metcalf Director | Apr 29, 2026 | Award | +5.25 | $255.47 | $1.34K | 6,186 |
| Kelly A. Baker Director | Apr 29, 2026 | Award | +3.5 | $255.52 | $894 | 3,202 |
| Ian T. Graham See Remarks | Mar 12, 2026 | Award | +1,942 | – | – | 9,657 |
| William T. Thees Jr Chief Operating Officer | Mar 12, 2026 | Award | +2,266 | – | – | 32,612 |
| William Brundage Chief Financial Officer, Director | Mar 12, 2026 | Award | +4,015 | – | – | 57,651 |
| Kevin Michael Murphy See Remarks, Director | Mar 12, 2026 | Award | +13,923 | – | – | 177,431 |
| Jake Schlicher Chief Strategy Officer | Mar 12, 2026 | Award | +2,266 | – | – | 14,599 |
| Robert Anthony Camposano Jr. Senior VP - Waterworks | Mar 12, 2026 | Award | +1,942 | – | – | 10,884 |
| James A. Paisley See Remarks | Mar 12, 2026 | Award | +1,780 | – | – | 4,452 |
| Richard Winckler Chief Accounting Officer | Mar 12, 2026 | Award | +819 | – | – | 2,411 |
| Allison Stirrup Chief Human Resources Officer | Mar 12, 2026 | Award | +189 | – | – | 306 |
| Allison Stirrup Chief Human Resources Officer | Mar 12, 2026 | Award | +1,780 | – | – | 7,359 |
| Catherine Ann Halligan Director | Feb 27, 2026 | Award | +3.17 | $259.18 | $822 | 3,186 |
| Kelly A. Baker Director | Feb 27, 2026 | Award | +1.22 | $262.85 | $321 | 3,199 |
| James S. Metcalf Director | Feb 27, 2026 | Award | +14.71 | $261.93 | $3.85K | 6,180 |
| Catherine Ann Halligan Director | Feb 26, 2026 | Award | +5.1 | $261.35 | $1.33K | 3,183 |
| Kelly A. Baker Director | Feb 26, 2026 | Award | +3.41 | $261.37 | $891 | 3,198 |
| James S. Metcalf Director | Feb 26, 2026 | Award | +5.11 | $261.33 | $1.34K | 6,166 |
| James A. Paisley See Remarks | Feb 26, 2026 | Award | +2.44 | $261.34 | $638 | 2,672 |
| Brian May Director | Dec 10, 2025 | Award | +323 | – | – | 3,333 |
| Catherine Ann Halligan Director | Dec 10, 2025 | Award | +331 | – | – | 3,178 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ian T. Graham Officer | Oct 16, 2026 | 1,097 | $252.31K | Oct 16, 2026 | Restricted Stock Vesting |
| Robert Anthony Camposano Jr. Officer | Oct 15, 2026 | 185 | $41.53K | Oct 15, 2026 | Restricted Stock Vesting |
| Allison Stirrup Officer | Oct 15, 2026 | 922 | $207.45K | Oct 15, 2026 | Restricted Stock Vesting |
| William T. Thees Jr Officer | Oct 15, 2026 | 353 | $79.25K | Oct 15, 2026 | Restricted Stock Vesting |
| Ian T. Graham Officer | Oct 15, 2026 | 238 | $53.43K | Oct 15, 2026 | Restricted Stock Vesting |
| Jake Schlicher Officer | Oct 15, 2026 | 314 | $70.49K | Oct 15, 2026 | Restricted Stock Vesting |
| Kevin Michael Murphy Officer, Director | Oct 15, 2026 | 1,776 | $398.71K | Oct 15, 2026 | Restricted Stock Vesting |
| Kevin Michael Murphy Officer, Director | Oct 14, 2026 | 685 | $151.13K | Oct 14, 2026 | Restricted Stock Vesting |
| William T. Thees Jr Officer | Oct 14, 2026 | 217 | $47.88K | Oct 14, 2026 | Restricted Stock Vesting |
| Robert Anthony Camposano Jr. Officer | Oct 14, 2026 | 201 | $44.35K | Oct 14, 2026 | Restricted Stock Vesting |
| Ian T. Graham Officer | Oct 14, 2026 | 99 | $21.84K | Oct 14, 2026 | Restricted Stock Vesting |
| Jake Schlicher Officer | Oct 14, 2026 | 217 | $47.88K | Oct 14, 2026 | Restricted Stock Vesting |
| Jake Schlicher Officer | Oct 13, 2026 | 3,138 | $686.41K | Oct 12, 2026 | Restricted Stock Vesting |
| Robert Anthony Camposano Jr. Officer | Oct 13, 2026 | 1,580 | $345.61K | Oct 12, 2026 | Restricted Stock Vesting |
| Ian T. Graham Officer | Oct 13, 2026 | 1,854 | $405.54K | Oct 12, 2026 | Restricted Stock Vesting |