Stock ownership · SEC 13F · Q2 2024

FERGUSON PLC NEW

Institutional ownership of FERGUSON PLC NEW (CUSIP G3421J106) - who holds it, how concentrated it is, and what moved last quarter.

$34.5M
Reported value
2
Institutions
100%
Top-5 share

The verdict

2 institutions report $34.5M of FERGUSON PLC NEW positions as of Q2 2024, with ownership heavily concentrated in a handful of holders.

2
institutions hold it
$34.5M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q2 2024; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP G3421J106 · Q2 2024 $34M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-SHORT

  • VALUE-TRACE $34.5M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-SHORT 2Q history

Read with: Ownership concentration guide - FERGUSON PLC NEW's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Top Institutional Holders

# Institution Shares Value Share of reported
1 Clearbridge Investments, LLC 176,231 $34.1M 99.0%
2 Kestra Investment Management, LLC 1,757 $340K 1.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among FERGUSON PLC NEW's reported holders for Q2 2024, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q2 2024

New positions (2)

Clearbridge Investments, LLC $34.1M
Kestra Investment Management, LLC $340K

Complete exits (3)

Boston Partners exited
Cetera Investment Advisers exited
Granite Group Advisors, LLC exited

Frequently Asked Questions

How many institutions hold FERGUSON PLC NEW?▼
FERGUSON PLC NEW is held by 2 institutional investors per the latest SEC Form 13F filings as of Q2 2024.
What is the total institutional value of FERGUSON PLC NEW?▼
Institutions report $34.5M of FERGUSON PLC NEW as of Q2 2024.
How concentrated is ownership of FERGUSON PLC NEW?▼
The top five institutional holders account for 100% of the reported institutional value in FERGUSON PLC NEW, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of FERGUSON PLC NEW?▼
Clearbridge Investments, LLC is the largest reported holder of FERGUSON PLC NEW with $34.1M across 176,231 shares as of Q2 2024.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q2 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.