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FERG Ferguson

Industrials, filed as FERGUSON ENTERPRISES INC (COMMON STOCK NEW), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 4 managers in 2026 Q2, sold by 1

  • 2 Owners
  • #60
  • Max 2.4%
  • Master 0.15%
  • $277M
  • 2 add

In 2026 Q3 John Armitage and Thomas Gayner added to Ferguson.

Who owns this now

Largest portfolio weights among holders, up to 2.4% (John Armitage, Egerton Capital (UK)). Not free-float ownership.

  1. John Armitage Add 2.4%
  2. Thomas Gayner Add 0.32%

Who owns FERG

Sorted by value, long equity only, as of 2026 Q3.

History
John Armitage, Egerton Capital (UK) 2.4%, was 2.3% Add +5.4% 1,060,203 $236M History
Thomas Gayner, Markel Group 0.32% Add +2.2% 184,200 $41M History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by FERG's executives, directors and 10% owners in the last 12 months, from their Form 4s

All FERG insider trades
  • None no insider bought on the open market
  • $1.2M sold by 1 insider outside a trading plan
  • $7.4M sold by 7 insiders under 10b5-1 plans
  1. Ian T. Graham See Remarks
    Planned sale
    $252K 1,097 shares at $230.00 10% of stake
    Traded Oct 16 Filed Oct 20
    ↗
  2. Robert Anthony Camposano Jr. Senior VP - Waterworks
    Planned sale
    $86K 386 shares at $222.48 3.6% of stake
    Traded Oct 14–15 Filed Oct 16
    ↗
  3. Allison Stirrup Chief Human Resources Officer
    Planned sale
    $207K 922 shares at $225.00 12% of stake
    Traded Oct 15 Filed Oct 16
    ↗
  4. Kevin Michael Murphy See Remarks
    Planned sale
    $550K 2,461 shares at $223.42 1.4% of stake
    Traded Oct 14–15 Filed Oct 16
    ↗
  5. Ian T. Graham See Remarks
    Planned sale
    $75K 337 shares at $223.36 3% of stake
    Traded Oct 14–15 Filed Oct 16
    ↗
  6. Jake Schlicher Chief Strategy Officer
    Planned sale
    $118K 531 shares at $222.92 5.8% of stake
    Traded Oct 14–15 Filed Oct 16
    ↗
  7. William T. Thees Jr. COO
    Planned sale
    $127K 570 shares at $223.03 1.8% of stake
    Traded Oct 14–15 Filed Oct 16
    ↗
  8. Robert Anthony Camposano Jr. Senior VP - Waterworks
    Planned sale
    $346K 1,580 shares at $218.74 13% of stake
    Traded Oct 12 Filed Oct 14
    ↗
  9. Kevin Michael Murphy See Remarks
    Planned sale
    $2.4M 11,259 shares at $216.78 6.1% of stake
    Traded Oct 12 Filed Oct 14
    ↗
  10. Ian T. Graham See Remarks
    Planned sale
    $406K 1,854 shares at $218.74 14% of stake
    Traded Oct 12 Filed Oct 14
    ↗
  11. William Brundage CFO
    Planned sale
    $1.3M 5,986 shares at $218.74 9.8% of stake
    Traded Oct 12 Filed Oct 14
    ↗
  12. Jake Schlicher Chief Strategy Officer
    Planned sale
    $686K 3,138 shares at $218.74 25% of stake
    Traded Oct 12 Filed Oct 14
    ↗
  13. William T. Thees Jr. COO
    Planned sale
    $772K 3,510 shares at $220.00 9.7% of stake
    Traded Oct 12 Filed Oct 14
    ↗
  14. Jake Schlicher Chief Strategy Officer
    Sale
    $1.2M 5,177 shares at $230.92 35% of stake
    Traded Aug 28 Filed Sep 1
    ↗

Also filed in the last 12 months, not counted as buying or selling: 119 stock grants, 38 share withholdings for taxes, and 7 option exercises.

Congress

3 members of Congress traded FERG in the last three years: 5 buys and 1 sale. 5 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jul 16 filed Sep 4
  2. Rick W. Allen R-GA-12Spouse Buy $15K–$50K Dec 12, 2025 filed Jan 15
  3. Val T. Hoyle D-OR-4Spouse Sell $1K–$15K Sep 23, 2025 filed Oct 10, 2025
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Apr 14, 2025 filed May 6, 2025
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $15K–$50K Mar 17, 2025 filed Apr 7, 2025
  6. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jan 7, 2025 filed Feb 11, 2025

SEC filings

Recent issuer filings from EDGAR, 9 shown.

Filed Form Detail Links
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 8.01,9.01 Filing Doc
424B2 Filing Doc
424B2 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 7.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2024 FY2025
Revenue $29.64B $30.76B
Gross profit $9.05B $9.44B
Gross margin * 30.5% 30.7%
Net income $1.74B $1.86B
Net margin * 5.9% 6.0%

Balance sheet

Metric FY2024 FY2025
Total current assets $9.41B $10.15B
Total non-current assets * $7.16B $7.58B
Total assets $16.57B $17.73B
Total current liabilities $5.22B $6.03B
Total non-current liabilities * $5.74B $5.87B
Total equity $5.62B $5.83B

Cash flow

Metric FY2024 FY2025
Cash from operations $1.87B $1.91B
Cash from investing -$601M -$543M
Cash from financing -$1.31B -$1.29B
Net change in cash * -$41M $79M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.