Ferguson PLC - SHS (FERG)

CUSIP: G3421J106

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / SHS
Total 13F shares
1,117,482
Share change
+73,752
Total reported value
$243,334,042
Price per share
$217.95
Number of holders
6
Value change
+$17,267,755
Number of buys
3
Number of sells
3

Security key

G3421J106

Report period

Q2 2025

Institutions

6

Top holders

6

Top shareholders of FERG - Ferguson PLC - SHS (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
TRIAN FUND MANAGEMENT, L.P.
13F
Company
class O/S missing
1,008,765
$161,634,416 31 Mar 2025
13F
Kevin Michael Murphy
3/4/5
Chief Executive Officer, Director
class O/S missing
133,168
$23,261,786 07 Dec 2023
William Brundage
3/4/5
Chief Financial Officer, Director
class O/S missing
39,227
$6,852,172 07 Dec 2023
Samantha J. Long
3/4/5
Chief Human Resources Officer
class O/S missing
25,689
$4,487,355 16 Oct 2023
Thees William T. Jr.
3/4/5
Senior VP of Business and Sales
class O/S missing
25,428
$4,441,763 16 Oct 2023
Norwood Investment Partners, LP
13F
Company
class O/S missing
21,000
$3,364,830 31 Mar 2025
13F
CIBC WORLD MARKETS CORP
13F
Company
class O/S missing
9,098
$1,457,773 31 Mar 2025
13F
Jake Schlicher
3/4/5
Senior VP of Strategic Development
class O/S missing
7,047
$1,230,970 16 Oct 2023
Geoff Drabble
3/4/5
Director, Chairman
class O/S missing
6,118
$1,068,692 07 Mar 2024
Graham Ian T.
3/4/5
Chief Legal Officer
class O/S missing
5,854
$1,022,577 16 Oct 2023
James S. Metcalf
3/4/5
Director
class O/S missing
4,984
$870,605 07 Mar 2024
Allison Stirrup
3/4/5
Other*
class O/S missing
3,831
$775,705 01 Aug 2024
Boston Common Asset Management, LLC
13F
Company
class O/S missing
4,866
$766,884 31 Mar 2025
13F
Alan J. Murray
3/4/5
Director
class O/S missing
3,567
$623,084 07 Mar 2024
Victoria Morrissey
3/4/5
Chief Marketing Officer
mixed-class rows
4,557
mixed-class rows
$573,824 12 Oct 2023
Garland Williams
3/4/5
Senior Vice President
class O/S missing
3,000
$524,040 16 Oct 2023
Thomas Schmitt
3/4/5
Director
class O/S missing
2,470
$431,460 07 Mar 2024
Kelly A. Baker
3/4/5
Director
class O/S missing
2,068
$418,731 18 Jun 2024
Nadia Shouraboura
3/4/5
Director
class O/S missing
2,199
$384,121 07 Mar 2024
Catherine Ann Halligan
3/4/5
Director
class O/S missing
2,045
$357,221 07 Mar 2024
Suzanne H. Wood
3/4/5
Director
class O/S missing
1,699
$296,781 07 Mar 2024
Brian May
3/4/5
Director
class O/S missing
1,668
$291,366 07 Mar 2024
Richard Winckler
3/4/5
Chief Accounting Officer
class O/S missing
1,000
$174,680 16 Oct 2023
Michael Jacobs
3/4/5
Senior VP of Supply Chain
class O/S missing
319
$55,723 16 Oct 2023
HUNTINGTON NATIONAL BANK
13F
Company
class O/S missing
1
$223 31 Mar 2025
13F
James A. Paisley
3/4/5
Chief Digital and Information Officer
class O/S missing
2,128
12 Oct 2023

Institutional Holders of Ferguson PLC - SHS (FERG) as of Q2 2025

As of 30 Jun 2025, Ferguson PLC - SHS (FERG) was held by 6 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,117,482 shares. The largest 6 holders included TRIAN FUND MANAGEMENT, L.P., PARTNERS CAPITAL INVESTMENT GROUP, LLP, CIBC WORLD MARKETS CORP, Boston Common Asset Management, LLC, Harvest Fund Management Co., Ltd, and HUNTINGTON NATIONAL BANK. This page lists 6 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
5
Q2 2025 holders
6
Holder diff
1
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 Value $ Q2 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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