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Institutional Ownership · SEC Form 13F

Who owns FERG (FERG)


Which tracked institutional funds hold FERG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FERG company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

925
Institutional holders
180,670,973
Shares held (tracked funds)

How the tape is positioned

327 tracked funds added or opened FERG while 157 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

FERG’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes FERG more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in FERG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 925 tracked filers holding FERG, 500 increased or opened the position and 406 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in FERG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 66

  • VANGUARD PORTFOLIO MANAGEMENT LLC$2.1B
  • VANGUARD CAPITAL MANAGEMENT LLC$2.0B
  • VANGUARD FIDUCIARY TRUST CO$283M
  • D1 Capital Partners L.P.$81M
  • VANGUARD ASSET MANAGEMENT, Ltd$77M
  • Aware Super Pty Ltd as trustee of Aware Super$25M

Full exits 43

  • VANGUARD GROUP INC$4.3B
  • Capital World Investors$44M
  • TUDOR INVESTMENT CORP ET AL$42M
  • Rokos Capital Management LLP$42M
  • MAKENA CAPITAL MANAGEMENT LLC$19M
  • FORSTA AP-FONDEN$16M

Largest adds

  • FMR LLC$261M
  • MASSACHUSETTS FINANCIAL SERVICES CO /MA/$239M
  • AMERIPRISE FINANCIAL INC$201M
  • DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$181M
  • NORDEA INVESTMENT MANAGEMENT AB$173M
  • MILLENNIUM MANAGEMENT LLC$164M

Largest trims

  • BlackRock, Inc.$397M
  • NORGES BANK$211M
  • Vontobel Holding Ltd.$178M
  • Point72 Asset Management, L.P.$123M
  • Soroban Capital Partners LP$109M
  • WELLINGTON MANAGEMENT GROUP LLP$105M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed9,251,057$2.2B5.2%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new9,162,745$2.1B5.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new8,760,376$2.0B4.9%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed8,488,321$2.0B4.7%2026-Q1
FMR LLC added7,835,563$1.8B4.4%2026-Q1
JANUS HENDERSON GROUP PLC added6,107,108$1.4B3.4%2026-Q1
Bank of New York Mellon Corp trimmed5,707,184$1.3B3.2%2026-Q1
STATE STREET CORP added4,571,451$1.1B2.6%2026-Q1
FRANKLIN RESOURCES INC trimmed4,247,747$991M2.4%2026-Q1
WCM INVESTMENT MANAGEMENT, LLC trimmed4,348,417$973M2.3%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added3,458,149$804M1.9%2026-Q1
Pictet Asset Management Holding SA added2,868,181$669M1.6%2026-Q1
T. Rowe Price Investment Management, Inc. trimmed2,710,338$632M1.5%2026-Q1
PARNASSUS INVESTMENTS, LLC added2,609,159$609M1.5%2026-Q1
Soroban Capital Partners LP trimmed2,398,367$559M1.3%2026-Q1
Durable Capital Partners LP added2,191,975$511M1.2%2026-Q1
BROWN ADVISORY INC trimmed2,183,407$509M1.2%2026-Q1
Invesco Ltd. trimmed2,165,618$505M1.2%2026-Q1
Capital Research Global Investors added2,094,879$489M1.2%2026-Q1
ROYAL BANK OF CANADA trimmed2,038,769$476M1.1%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed2,038,485$475M1.1%2026-Q1
GOLDMAN SACHS GROUP INC trimmed1,881,271$439M1.1%2026-Q1
London & Capital Asset Management Ltd added1,864,092$435M1.0%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added1,850,530$434M1.0%2026-Q1
BARCLAYS PLC added1,766,120$412M1.0%2026-Q1
DIMENSIONAL FUND ADVISORS LP added1,751,929$409M1.0%2026-Q1
Cantillon Capital Management LLC trimmed1,749,302$408M1.0%2026-Q1
NORTHERN TRUST CORP trimmed1,638,019$382M0.9%2026-Q1
JPMORGAN CHASE & CO added1,518,798$340M0.8%2026-Q1
BAUPOST GROUP LLC/MA added1,442,411$336M0.8%2026-Q1
Vontobel Holding Ltd. trimmed1,429,604$333M0.8%2026-Q1
59 North Capital Management, LP added1,427,341$333M0.8%2026-Q1
Legal & General Group Plc added1,421,867$330M0.8%2026-Q1
APG Asset Management N.V. trimmed1,619,594$328M0.8%2026-Q1
Foxhaven Asset Management, LP trimmed1,374,460$321M0.8%2026-Q1
FIDUCIARY MANAGEMENT INC /WI/ trimmed1,337,332$312M0.7%2026-Q1
Amundi added1,321,070$308M0.7%2026-Q1
STIFEL FINANCIAL CORP trimmed1,277,688$298M0.7%2026-Q1
MILLENNIUM MANAGEMENT LLC added1,248,903$291M0.7%2026-Q1
NORGES BANK trimmed1,788,522$287M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new1,215,122$283M0.7%2026-Q1
Qube Research & Technologies Ltd added1,209,745$282M0.7%2026-Q1
USS Investment Management Ltd trimmed1,183,017$276M0.7%2026-Q1
Nuveen, LLC added1,140,984$266M0.6%2026-Q1
AMERIPRISE FINANCIAL INC added1,125,222$262M0.6%2026-Q1
BANK OF AMERICA CORP /DE/ added1,029,896$240M0.6%2026-Q1
Holocene Advisors, LP added973,878$227M0.5%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added861,047$201M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added854,747$199M0.5%2026-Q1
BECK MACK & OLIVER LLC trimmed832,656$194M0.5%2026-Q1
First Pacific Advisors, LP trimmed816,993$191M0.5%2026-Q1
MARSHALL WACE, LLP added814,697$190M0.5%2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added786,538$183M0.4%2026-Q1
MORGAN STANLEY trimmed773,132$180M0.4%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB added786,825$180M0.4%2026-Q1
Allianz Asset Management GmbH added753,901$176M0.4%2026-Q1
DEUTSCHE BANK AG\ added750,623$175M0.4%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed706,340$165M0.4%2026-Q1
ROYAL LONDON ASSET MANAGEMENT LTD trimmed698,932$163M0.4%2026-Q1
DIAMOND HILL CAPITAL MANAGEMENT INC trimmed683,701$159M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added689,910$158M0.4%2026-Q1
Mawer Investment Management Ltd. trimmed672,031$157M0.4%2026-Q1
KBC Group NV added671,258$157M0.4%2026-Q1
EMINENCE CAPITAL, LP added645,805$151M0.4%2026-Q1
Egerton Capital (UK) LLP trimmed634,258$148M0.4%2026-Q1
First Eagle Investment Management, LLC added633,309$148M0.4%2026-Q1
Rathbones Group PLC trimmed614,528$143M0.3%2026-Q1
Southpoint Capital Advisors LP600,000$140M0.3%2026-Q1
Swiss National Bank added574,047$134M0.3%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added547,072$128M0.3%2026-Q1
Clearbridge Investments, LLC trimmed539,468$126M0.3%2026-Q1
UBS Group AG added532,735$124M0.3%2026-Q1
MBB PUBLIC MARKETS I LLC added527,772$123M0.3%2026-Q1
Findlay Park Partners LLP trimmed496,710$116M0.3%2026-Q1
Wesleyan Assurance Society added497,309$114M0.3%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed443,404$103M0.2%2026-Q1
JANE STREET GROUP, LLC added440,908$103M0.2%2026-Q1
CITADEL ADVISORS LLC added439,269$102M0.2%2026-Q1
California Public Employees Retirement System trimmed433,274$101M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed434,002$100M0.2%2026-Q1
WELLS FARGO & COMPANY/MN added414,560$97M0.2%2026-Q1
FIRST TRUST ADVISORS LP trimmed374,941$87M0.2%2026-Q1
Madison Asset Management, LLC trimmed373,297$87M0.2%2026-Q1
SEI INVESTMENTS CO added369,918$86M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added365,997$85M0.2%2026-Q1
Bank Julius Baer & Co. Ltd, Zurich trimmed356,080$82M0.2%2026-Q1
D1 Capital Partners L.P. new349,347$81M0.2%2026-Q1
LORD, ABBETT & CO. LLC added343,384$80M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added338,710$79M0.2%2026-Q1
National Pension Service added333,559$78M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new330,492$77M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added330,136$77M0.2%2026-Q1
Liontrust Investment Partners LLP340,330$76M0.2%2026-Q1
Munich Reinsurance Co Stock Corp in Munich added318,599$74M0.2%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed317,664$74M0.2%2026-Q1
ZACKS INVESTMENT MANAGEMENT trimmed312,966$73M0.2%2026-Q1
VANGUARD GROUP INC trimmed19,232,172$4.3B10.2%2025-Q4 stale
Waverton Investment Management Ltd added1,465,335$329M0.8%2025-Q3 stale
NAYA CAPITAL MANAGEMENT UK LTD trimmed591,318$133M0.3%2025-Q3 stale
TPG GP A, LLC trimmed464,941$74M0.2%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership