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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 9,251,057 | $2.2B | 5.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 9,162,745 | $2.1B | 5.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 8,760,376 | $2.0B | 4.9% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 8,488,321 | $2.0B | 4.7% | 2026-Q1 |
| FMR LLC added | 7,835,563 | $1.8B | 4.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 6,107,108 | $1.4B | 3.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 5,707,184 | $1.3B | 3.2% | 2026-Q1 |
| STATE STREET CORP added | 4,571,451 | $1.1B | 2.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 4,247,747 | $991M | 2.4% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 4,348,417 | $973M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,458,149 | $804M | 1.9% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 2,868,181 | $669M | 1.6% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. trimmed | 2,710,338 | $632M | 1.5% | 2026-Q1 |
| PARNASSUS INVESTMENTS, LLC added | 2,609,159 | $609M | 1.5% | 2026-Q1 |
| Soroban Capital Partners LP trimmed | 2,398,367 | $559M | 1.3% | 2026-Q1 |
| Durable Capital Partners LP added | 2,191,975 | $511M | 1.2% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 2,183,407 | $509M | 1.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 2,165,618 | $505M | 1.2% | 2026-Q1 |
| Capital Research Global Investors added | 2,094,879 | $489M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,038,769 | $476M | 1.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 2,038,485 | $475M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,881,271 | $439M | 1.1% | 2026-Q1 |
| London & Capital Asset Management Ltd added | 1,864,092 | $435M | 1.0% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,850,530 | $434M | 1.0% | 2026-Q1 |
| BARCLAYS PLC added | 1,766,120 | $412M | 1.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,751,929 | $409M | 1.0% | 2026-Q1 |
| Cantillon Capital Management LLC trimmed | 1,749,302 | $408M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,638,019 | $382M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,518,798 | $340M | 0.8% | 2026-Q1 |
| BAUPOST GROUP LLC/MA added | 1,442,411 | $336M | 0.8% | 2026-Q1 |
| Vontobel Holding Ltd. trimmed | 1,429,604 | $333M | 0.8% | 2026-Q1 |
| 59 North Capital Management, LP added | 1,427,341 | $333M | 0.8% | 2026-Q1 |
| Legal & General Group Plc added | 1,421,867 | $330M | 0.8% | 2026-Q1 |
| APG Asset Management N.V. trimmed | 1,619,594 | $328M | 0.8% | 2026-Q1 |
| Foxhaven Asset Management, LP trimmed | 1,374,460 | $321M | 0.8% | 2026-Q1 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 1,337,332 | $312M | 0.7% | 2026-Q1 |
| Amundi added | 1,321,070 | $308M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 1,277,688 | $298M | 0.7% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,248,903 | $291M | 0.7% | 2026-Q1 |
| NORGES BANK trimmed | 1,788,522 | $287M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,215,122 | $283M | 0.7% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 1,209,745 | $282M | 0.7% | 2026-Q1 |
| USS Investment Management Ltd trimmed | 1,183,017 | $276M | 0.7% | 2026-Q1 |
| Nuveen, LLC added | 1,140,984 | $266M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,125,222 | $262M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,029,896 | $240M | 0.6% | 2026-Q1 |
| Holocene Advisors, LP added | 973,878 | $227M | 0.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 861,047 | $201M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 854,747 | $199M | 0.5% | 2026-Q1 |
| BECK MACK & OLIVER LLC trimmed | 832,656 | $194M | 0.5% | 2026-Q1 |
| First Pacific Advisors, LP trimmed | 816,993 | $191M | 0.5% | 2026-Q1 |
| MARSHALL WACE, LLP added | 814,697 | $190M | 0.5% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 786,538 | $183M | 0.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 773,132 | $180M | 0.4% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 786,825 | $180M | 0.4% | 2026-Q1 |
| Allianz Asset Management GmbH added | 753,901 | $176M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 750,623 | $175M | 0.4% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 706,340 | $165M | 0.4% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 698,932 | $163M | 0.4% | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC trimmed | 683,701 | $159M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 689,910 | $158M | 0.4% | 2026-Q1 |
| Mawer Investment Management Ltd. trimmed | 672,031 | $157M | 0.4% | 2026-Q1 |
| KBC Group NV added | 671,258 | $157M | 0.4% | 2026-Q1 |
| EMINENCE CAPITAL, LP added | 645,805 | $151M | 0.4% | 2026-Q1 |
| Egerton Capital (UK) LLP trimmed | 634,258 | $148M | 0.4% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 633,309 | $148M | 0.4% | 2026-Q1 |
| Rathbones Group PLC trimmed | 614,528 | $143M | 0.3% | 2026-Q1 |
| Southpoint Capital Advisors LP | 600,000 | $140M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 574,047 | $134M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 547,072 | $128M | 0.3% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 539,468 | $126M | 0.3% | 2026-Q1 |
| UBS Group AG added | 532,735 | $124M | 0.3% | 2026-Q1 |
| MBB PUBLIC MARKETS I LLC added | 527,772 | $123M | 0.3% | 2026-Q1 |
| Findlay Park Partners LLP trimmed | 496,710 | $116M | 0.3% | 2026-Q1 |
| Wesleyan Assurance Society added | 497,309 | $114M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 443,404 | $103M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 440,908 | $103M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 439,269 | $102M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 433,274 | $101M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 434,002 | $100M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 414,560 | $97M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 374,941 | $87M | 0.2% | 2026-Q1 |
| Madison Asset Management, LLC trimmed | 373,297 | $87M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 369,918 | $86M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 365,997 | $85M | 0.2% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 356,080 | $82M | 0.2% | 2026-Q1 |
| D1 Capital Partners L.P. new | 349,347 | $81M | 0.2% | 2026-Q1 |
| LORD, ABBETT & CO. LLC added | 343,384 | $80M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 338,710 | $79M | 0.2% | 2026-Q1 |
| National Pension Service added | 333,559 | $78M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 330,492 | $77M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 330,136 | $77M | 0.2% | 2026-Q1 |
| Liontrust Investment Partners LLP | 340,330 | $76M | 0.2% | 2026-Q1 |
| Munich Reinsurance Co Stock Corp in Munich added | 318,599 | $74M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 317,664 | $74M | 0.2% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 312,966 | $73M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 19,232,172 | $4.3B | 10.2% | 2025-Q4 stale |
| Waverton Investment Management Ltd added | 1,465,335 | $329M | 0.8% | 2025-Q3 stale |
| NAYA CAPITAL MANAGEMENT UK LTD trimmed | 591,318 | $133M | 0.3% | 2025-Q3 stale |
| TPG GP A, LLC trimmed | 464,941 | $74M | 0.2% | 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.
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.