Ferguson plc· FERG

🇺🇸 US · LargeSP500NYSE

Industrials Industrial - Distribution Website

Price: $214.26
Day: -0.04%
Mkt Cap: $41.55B
52W Range: $212.82 – $271.64
Volume: 1.89M
Beta: 1.11

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.3 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 963 institutions hold; 484 added, 345 reduced
Insiders Q3 2026: no purchases, 1 sale ($1.2M)

Blog

stockoscope.com

Ferguson plc

FERG|Industrials|Industrial - Distribution

Current price: $214

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

N/A

insufficient history to compare

Seller breadth · Q3 2026

1 seller

vs 5.0 avg per quarter

Institutional net breadth · Q2 2026

+153

595 adding vs 442 reducing

Institutional ownership · Q2 2026

96.2%

963 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

11.5M

-0.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

9.1M

+0.2%

VANGUARD CAPITAL MANAGEMENT LLC

8.8M

+0.4%

FMR LLC

7.6M

-3.2%

JUPITER TOPCO LLC

7.5M

+100.0%

WELLINGTON MANAGEMENT GROUP LLP

7.2M

-14.7%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

112

268

134

112 buying268 unchanged134 selling

385 funds held FERG in Q2 2026, holding 105.7M shares between them, up 0.3% on the quarter.

Largest fund holders

FORUM FUNDS12.7K sh

FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II11.7K sh

NORTHWESTERN MUTUAL SERIES FUND INC11.7K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Oct 13

Murphy Kevin Michael

$2.1M

Sale · Oct 14

Murphy Kevin Michael

$2.0M

Sale · Aug 28

Schlicher Jake

$1.2M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore FERG on stockoscope.com→

Generated September 18, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

FERG Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.3/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-6

Institutional Flow

50% weight

+36

Fund Flow

10% weight

Overall Smart Money sentiment of 3.3/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 18, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for FERG

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

1 sale totaling $1.2M (5.2K shares)

Limited history to compare against

Buying seen in 2 of 15 quarters

N/A

Selling pace

insufficient history to compare

1.06%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

in Q3 2026

Q4 2024

Last insider purchase

buying in 2 of 16 quarters

Notable Recent Transactions, FERG

Top 8 highest-value insider trades from the last 8 quarters

Murphy Kevin Michael

Director

Sell

8,800 shares at $234.13

≈5.2% of their stake at the time

Oct 13, 2025$2.06M

Murphy Kevin Michael

Director

Sell

10,000 shares at $201.35

≈7.5% of their stake at the time

Oct 14, 2024$2.01M

Schlicher Jake

Chief Strategy Officer

Sell

5,177 shares at $230.92

≈35.3% of their stake at the time

Aug 28, 2026$1.20M

Graham Ian T.

Officer

Sell

5,778 shares at $201.27

≈49.3% of their stake at the time

Oct 14, 2024$1.16M

Graham Ian T.

Officer

Sell

4,864 shares at $233.22

≈38.5% of their stake at the time

Oct 13, 2025$1.13M

Thees William T. Jr

SVP

Sell

5,111 shares at $200.97

≈16.7% of their stake at the time

Oct 14, 2024$1.03M

Paisley James A.

Officer

Sell

3,000 shares at $236.97

≈57.6% of their stake at the time

Oct 14, 2025$710.91K

Schlicher Jake

SVP of Strategic Development

Sell

3,000 shares at $233.52

≈20.5% of their stake at the time

Oct 13, 2025$700.55K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for FERG

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bullish Signal

Institutions accumulating in Q2 2026

96.2% institutional ownership

Slight accumulation: 595 adding vs 442 reducing

13F shares increased by 2.8%, a notable change

Momentum weakening from prior quarter

+153

Net breadth

595 adding vs 442 reducing

Accumulating

1.35

Add / reduce ratio

in Q2 2026

+14

New − closed

111 initiated, 97 exited

4 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+595 growing-442 shrinkingNet: +153

111

484

345

New (111)

Increased (484)

Reduced (345)

Closed (97)

Top Institutional Holders, FERG

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

11.5M

$2.7B

Ownership

5.93%

-0.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

9.1M

$2.2B

Ownership

4.72%

+0.2%

VANGUARD CAPITAL MANAGEMENT LLC

8.8M

$2.1B

Ownership

4.52%

+0.4%

FMR LLC

7.6M

$1.8B

Ownership

3.90%

-3.2%

JUPITER TOPCO LLC

7.5M

$1.8B

Ownership

3.89%

+100.0%

WELLINGTON MANAGEMENT GROUP LLP

7.2M

$1.7B

Ownership

3.72%

-14.7%

BANK OF NEW YORK MELLON CORP

4.8M

$1.1B

Ownership

2.50%

-14.9%

STATE STREET CORP

4.6M

$1.1B

Ownership

2.39%

+1.5%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 514 ETFs and mutual funds reporting

112 buying134 sellingNet: -22

112

268

134

Buying (112)

Unchanged (268)

Selling (134)

In total, funds bought 2.2M shares and sold 1.9M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

514 ETFs and mutual funds reporting

112 buying vs 134 selling (balanced)

Top Fund Holders, FERG

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

FORUM FUNDS

12.7K

Weight

59.54%

Jul 31, 2026No change

FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II

11.7K

Weight

0.04%

Jun 30, 2026No change

NORTHWESTERN MUTUAL SERIES FUND INC

11.7K

Weight

0.00%

Jun 30, 2026Decreased

GOLDMAN SACHS TRUST

11.5K

Weight

0.00%

Jun 30, 2026Increased

COLUMBIA FUNDS VARIABLE INSURANCE TRUST

11.4K

Weight

0.01%

Jun 30, 2026No change

AB CORE OPPORTUNITIES FUND, INC.

11.1K

Weight

33.56%

Jun 30, 2026No change

AMG FUNDS

10.8K

Weight

0.03%

Jun 30, 2026No change

ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST

8.3K

Weight

0.02%

Jun 30, 2026Decreased

Ferguson plc· FERG

Holdings Analysis

Insider Trading Activity

1.3Transaction History107Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings156Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History107Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings156Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights