Institutional Ownership Ferguson PLC (FERG)
This table provides information about the institutional ownership of Ferguson PLC (FERG). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
3,957
shares
|
$729,077
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,545
shares
|
$468,916
0.12% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,824
shares
|
$336,072
0.06% of portfolio
|
Q2 2022
Reduced 8.8%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
1,756
shares
|
$323,543
0.06% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,231
shares
|
$226,811
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Mcdaniel Terry & CO
|
Feb 03, 2025 Q4 2024 |
1,184
shares
|
$218,152
0.02% of portfolio
|
Q2 2024
Reduced 3.43%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
1,025
shares
|
$188,856
0.13% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Bdl Capital Management
Paris, I0 |
Jan 09, 2024 Q4 2023 |
868
shares
|
$159,929
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
733
shares
|
$135,055
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
270
shares
|
$49,747
0.02% of portfolio
|
Q2 2022
Reduced 21.05%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
241
shares
|
$44,404
0.01% of portfolio
|
Q2 2024
Added 26.84%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
206
shares
|
$37,955
0.0% of portfolio
|
Q1 2023
Reduced 38.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
182
shares
|
$33,533
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
100
shares
|
$18,425
0.01% of portfolio
|
Q2 2022
Reduced 73.26%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
54
shares
|
$9,949
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
54
shares
|
$9,949
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
53
shares
|
$9,765
0.0% of portfolio
|
Q2 2024
Reduced 82.51%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
38
shares
|
$7,001
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
37
shares
|
$6,817
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
23
shares
|
$4,237
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
19
shares
|
$3,500
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
15
shares
|
$2,763
0.0% of portfolio
|
Q1 2023
Reduced 28.57%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
12
shares
|
$2,211
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
6
shares
|
$1,105
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2
shares
|
$368
0.0% of portfolio
|
Q2 2023
New holding
|