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FERG · Ferguson Enterprises Inc. /De/
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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475
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FERG

Ferguson Enterprises Inc. /DE/
WHOLESALE & RETAIL · WHOLESALE-HARDWARE & PLUMBING & HEATING EQUIPMENT & SUPPLIES · CIK 0002011641
CONGRESS · 1FORM 144 · 1☆ WATCH
INSIDER NET · 180D
-$1.2M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
1
FUNDS ADDED · QTR
480
13F, latest reported quarter
REVENUE GROWTH
+3.8%
XBRL, annual
NET MARGIN
6.0%
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$1.2M over 180 days
-$1.2M over 90 days
below 53% of Wholesale & Retail
CONGRESS
1 member bought in the last year
the lowest in Wholesale & Retail
FUNDS
480 funds added or opened last quarter
more than 89% of Wholesale & Retail
REVENUE
+3.8% year over year
more than 50% of Wholesale & Retail
MARGIN
6.0% net margin
more than 79% of Wholesale & Retail
BUYBACKS
$438.0M repurchased, FY to 2026-06-30
more than 86% of Wholesale & Retail
SHORT
1.4% of shares outstanding short · 2.2 days to cover · settled 2026-07-31
below 64% of Wholesale & Retail
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
480 funds added or opened positions in the latest 13F quarter, of 949 holders.
1 member of Congress reported buying it this year.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +1.0%
+1.0%12M
-8%+1%+9%+18%2025-092025-102025-122026-032026-052026-072026-09 2025-10-13 · Murphy Kevin Michael sold $2.1M2026-08-28 · Schlicher Jake sold $1.2M2025-10-13 · Graham Ian T. sold $1.1M2025-10-14 · Paisley James A. sold $710.9K2025-10-13 · Schlicher Jake sold $700.6K2025-10-13 · Brundage William sold $700.0K2025-10-13 · Thees William T. Jr sold $541.3K2025-10-13 · Camposano Robert Anthony Jr. sold $373.2K2025-10-14 · Winckler Richard sold $240.6K2025-10-13 · Stirrup Allison sold $227.0K2025-10-15 · Graham Ian T. sold $145.0K2025-10-16 · Winckler Richard sold $20.1K2026-08-28 · Schlicher Jake filed to sell $1.2M
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $1.2M sold by insiders over 180 days, 480 funds added last quarter, 1 Congress member(s) bought in 12 months, $1.2M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
CVNAWMTAMZNSNXRVLVWAZOPSMTWLFCTDUPURBNTTSH
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Ferguson Enterprises Inc. /DE/ insiders sold a net $1.2M of stock across 107 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER
FILED
SHARES
VALUE
Schlicher Jake
Chief Strategy Officer
SELL
2026-08-28
5,177.0
$1.2M
Winckler Richard
Chief Accounting Officer
SELL
2025-10-16
83.0
$20.1K
Graham Ian T.
See Remarks
SELL
2025-10-15
606.0
$145.0K
Winckler Richard
Chief Accounting Officer
SELL
2025-10-14
1,034.0
$240.6K
Paisley James A.
See Remarks
SELL
2025-10-14
3,000.0
$710.9K
107 TRANSACTIONS ON RECORD

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Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
11,489,134.0 sh
$2.7B
VANGUARD PORTFOLIO MANAGEMENT LLC
9,138,286.0 sh
$2.2B
VANGUARD CAPITAL MANAGEMENT LLC
8,754,927.0 sh
$2.1B
FMR LLC
7,559,923.0 sh
$1.8B
Jupiter Topco LLC
7,538,616.0 sh
$1.8B
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
Schlicher Jake
FILED 2026-08-28
$1.2M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Invesco Water Resources ETF
$181.0M POSITION · AS OF 2026-04-30
8.7%
Global X Clean Water ETF
$3.5M POSITION · AS OF 2026-02-28
8.4%
Tortoise Global Water Fund
$4.6M POSITION · AS OF 2026-02-28
7.7%
FMI Large Cap Fund
$64.1M POSITION · AS OF 2026-03-31
5.8%
Cromwell Tran Focus Fund
$1.3M POSITION · AS OF 2026-03-31
5.8%
BECK, MACK & OLIVER PARTNERS FUND
$4.0M POSITION · AS OF 2026-03-31
5.6%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return · Kevin Murphy
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$7.7M
$10.7M
$1.9M
+178%
+137%
2024
$9.1M
$14.6M
$2.9M
+172%
+91%
2023
$5.4M
$8.7M
$2.3M
+94%
+62%
2022
$4.9M
$5.4M
$2.2M
+47%
+38%
2021
$5.0M
$12.6M
$1.2M
+60%
+46%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122025-072024-072023-07
REVENUE—$30.8B$29.6B$29.7B
GROSS PROFIT—$9.4B$9.1B$9.0B
OPERATING INCOME—$2.6B$2.7B$2.7B
NET INCOME—$1.9B$1.7B$1.9B
EPS (DILUTED)—9.328.539.12
OPERATING CASH FLOW—$1.9B$1.9B$2.7B
CASH$557.0M$674.0M$571.0M$601.0M
LONG-TERM DEBT$4.0B$3.8B$3.8B$3.7B
BUYBACKS—$948.0M$634.0M$908.0M
DIVIDENDS PAID—$489.0M$784.0M$711.0M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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