$FERG is held by 15 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.65%, with an average of 0.16% of portfolio. Largest holder: Eventide Asset Management, LLC at 0.65%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
FERGUSON ENTERPRISES INC
13F holders
906
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 906 · Source: 13F-HR01
Thomas H Lee Partners LP
—
—
02
Barrow Hanley Mewhinney & Strauss LLC
—
—
03
Axa S.a.
—
—
04
State Street
—
—
05
Pelion, Inc.
—
—
06
Cannell Capital LLC
—
—
07
Gardner Russo & Quinn LLC
—
—
08
Rovin Capital
—
—
09
EDENTREE ASSET MANAGEMENT Ltd
—
—
10
Alpha Omega Group, Inc.
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
15 holders · Q1 202601
Eventide Asset Management, LLC
0.65% NEW
α +22.5pts
02
Kieckhefer Group LLC
0.44% held
α +13.5pts
03
ProVise Management Group, LLC
0.37% NEW
α +11.2pts
04
Wellington Management Group LLP
0.37% held
α +10.5pts
05
Level Financial Advisors
0.17% NEW
α +30.9pts
06
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.10% held
α +27.5pts
07
Voloridge Investment Management, LLC
0.10% held
α +15.5pts
08
Quarry LP
0.02% held
α +10.6pts
09
Citigroup Inc.
0.02% held
α +26.3pts
10
Principal Securities, Inc.
0.01% held
α +21.3pts
11
Truepoint, Inc.
0.01% held
α +21.4pts
12
Erste Asset Management GmbH
0.01% held
α +33.4pts
13
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
14
Knightsbridge Asset Management, LLC
0.00% held
α +24.2pts
15
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
12 transactions · 10 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
22 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $FERG lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $FERG — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 15:16 UTC.