Who owns 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-Q2 13F filings (latest filed 2026-09-22). 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
244 tracked funds added or opened FERG while 210 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, Inc., sizes it at 0.0% 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 2026-Q1 and 2026-Q2, across 896 tracked filers holding FERG, 464 increased or opened the position and 469 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 2026-Q1 and 2026-Q2 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 38
- Jupiter Topco LLC$1.8B
- Long Pond Capital, LP$25M
- CLOUGH CAPITAL PARTNERS L P$23M
- GFS Advisors, LLC$21M
- L1 Capital Pty Ltd$20M
- Evelyn Partners Group Ltd$13M
Full exits 80
- JANUS HENDERSON GROUP PLC$1.4B
- T. Rowe Price Investment Management, Inc.$632M
- Amundi$308M
- KBC Group NV$157M
- EMINENCE CAPITAL, LP$151M
- Wesleyan Assurance Society$114M
Largest adds
- BANK OF AMERICA CORP /DE/$666M
- BlackRock, Inc.$569M
- MARSHALL WACE, LLP$285M
- D1 Capital Partners L.P.$223M
- Mitsubishi UFJ Asset Management Co., Ltd.$210M
- Durable Capital Partners LP$196M
Largest trims
- Cantillon Capital Management LLC$389M
- WELLINGTON MANAGEMENT GROUP LLP$269M
- Bank of New York Mellon Corp$184M
- NORDEA INVESTMENT MANAGEMENT AB$172M
- Pictet Asset Management Holding SA$166M
- APG Asset Management N.V.$163M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 11,489,134 | $2.7B | 7.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 9,138,286 | $2.2B | 5.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 8,754,927 | $2.1B | 5.4% | 2026-Q2 |
| FMR LLC trimmed | 7,559,923 | $1.8B | 4.7% | 2026-Q2 |
| Jupiter Topco LLC new | 7,538,616 | $1.8B | 4.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 7,209,558 | $1.7B | 4.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 4,835,856 | $1.1B | 3.0% | 2026-Q2 |
| STATE STREET CORP added | 4,619,995 | $1.1B | 2.9% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 4,182,592 | $998M | 2.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 3,842,652 | $912M | 2.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,819,779 | $907M | 2.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 3,426,569 | $811M | 2.1% | 2026-Q2 |
| Durable Capital Partners LP added | 2,979,735 | $707M | 1.8% | 2026-Q2 |
| PARNASSUS INVESTMENTS, LLC added | 2,833,425 | $672M | 1.8% | 2026-Q2 |
| Soroban Capital Partners LP added | 2,428,771 | $576M | 1.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,414,287 | $573M | 1.5% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 2,174,605 | $518M | 1.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 2,120,943 | $503M | 1.3% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 2,116,869 | $502M | 1.3% | 2026-Q2 |
| Capital Research Global Investors added | 2,116,289 | $502M | 1.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,055,351 | $488M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,013,091 | $478M | 1.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 2,001,407 | $475M | 1.2% | 2026-Q2 |
| W1M Asset Management Ltd added | 1,980,510 | $470M | 1.2% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 1,907,561 | $453M | 1.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,789,935 | $425M | 1.1% | 2026-Q2 |
| NORGES BANK trimmed | 1,786,384 | $424M | 1.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,646,340 | $391M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,638,000 | $391M | 1.0% | 2026-Q2 |
| 59 North Capital Management, LP added | 1,602,541 | $380M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,581,498 | $375M | 1.0% | 2026-Q2 |
| Vontobel Holding Ltd. added | 1,521,951 | $361M | 0.9% | 2026-Q2 |
| Foxhaven Asset Management, LP added | 1,479,590 | $351M | 0.9% | 2026-Q2 |
| BAUPOST GROUP LLC/MA added | 1,450,594 | $344M | 0.9% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,368,081 | $325M | 0.8% | 2026-Q2 |
| Holocene Advisors, LP added | 1,298,505 | $308M | 0.8% | 2026-Q2 |
| D1 Capital Partners L.P. added | 1,282,038 | $304M | 0.8% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,234,613 | $293M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,228,475 | $292M | 0.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 1,208,552 | $287M | 0.7% | 2026-Q2 |
| USS Investment Management Ltd added | 1,207,760 | $287M | 0.7% | 2026-Q2 |
| MORGAN STANLEY added | 1,169,706 | $278M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,138,057 | $270M | 0.7% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,109,410 | $263M | 0.7% | 2026-Q2 |
| Nuveen, LLC trimmed | 1,102,117 | $262M | 0.7% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 1,080,704 | $256M | 0.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,046,336 | $248M | 0.6% | 2026-Q2 |
| Egerton Capital (UK) LLP added | 1,006,024 | $239M | 0.6% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD added | 919,100 | $218M | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 867,054 | $206M | 0.5% | 2026-Q2 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 844,907 | $201M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 840,273 | $199M | 0.5% | 2026-Q2 |
| APG Asset Management N.V. trimmed | 793,732 | $165M | 0.4% | 2026-Q2 |
| First Pacific Advisors, LP trimmed | 786,822 | $187M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 786,012 | $187M | 0.5% | 2026-Q2 |
| BECK MACK & OLIVER LLC trimmed | 777,845 | $185M | 0.5% | 2026-Q2 |
| Allianz Asset Management GmbH added | 755,527 | $177M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 732,551 | $174M | 0.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 715,501 | $170M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 668,972 | $159M | 0.4% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 659,054 | $156M | 0.4% | 2026-Q2 |
| Findlay Park Partners LLP added | 618,810 | $147M | 0.4% | 2026-Q2 |
| Clearbridge Investments, LLC added | 584,160 | $139M | 0.4% | 2026-Q2 |
| MBB PUBLIC MARKETS I LLC added | 557,772 | $132M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 548,347 | $130M | 0.3% | 2026-Q2 |
| XN LP added | 515,420 | $122M | 0.3% | 2026-Q2 |
| Rathbones Group PLC trimmed | 488,078 | $116M | 0.3% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) trimmed | 475,632 | $113M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 462,205 | $110M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 442,931 | $105M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 437,336 | $104M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 434,574 | $103M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 427,091 | $101M | 0.3% | 2026-Q2 |
| Man Group plc added | 401,395 | $95M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 379,746 | $90M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 376,987 | $89M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 369,165 | $88M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 366,990 | $87M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 364,628 | $87M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 356,880 | $85M | 0.2% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 356,291 | $85M | 0.2% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 355,611 | $84M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 350,410 | $83M | 0.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 340,114 | $81M | 0.2% | 2026-Q2 |
| Liontrust Investment Partners LLP trimmed | 337,704 | $80M | 0.2% | 2026-Q2 |
| National Pension Service added | 337,408 | $80M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 336,105 | $80M | 0.2% | 2026-Q2 |
| Munich Reinsurance Co Stock Corp in Munich added | 326,515 | $78M | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 312,034 | $74M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 306,917 | $73M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 306,628 | $73M | 0.2% | 2026-Q2 |
| ANCHOR CAPITAL ADVISORS LLC trimmed | 300,874 | $71M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 299,769 | $71M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 293,877 | $70M | 0.2% | 2026-Q2 |
| Perpetual Ltd added | 285,689 | $68M | 0.2% | 2026-Q2 |
| SATURNA CAPITAL CORP added | 278,627 | $66M | 0.2% | 2026-Q2 |
| Robeco Schweiz AG added | 275,959 | $65M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 270,429 | $64M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 252,495 | $60M | 0.2% | 2026-Q2 |
| GFI Investment Counsel Ltd. trimmed | 251,124 | $60M | 0.2% | 2026-Q2 |
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.