The minor stake decrease from 7.6% to 7.57% is immaterial and likely reflects normal portfolio rebalancing. No change in passive investment intent. Monitor future filings for any trend toward reduction or conversion to active (13D) status.
Price Chart
Executive Summary
Vanguard Capital Management LLC filed an amended Schedule 13G disclosing a 7.57% passive stake in Ferguson Enterprises as of September 30, 2026, down from 7.6% in the prior filing three days earlier. The slight decrease appears to be a rounding or minor position adjustment, and the filing remains a routine passive ownership update with no change in investment intent.
Key Financial Metrics
Key Facts
- Vanguard Capital Management LLC reported beneficial ownership of 14,655,583 shares of Ferguson Enterprises common stock as of September 30, 2026.
- The stake represents 7.57% of shares outstanding, a slight decrease from 7.6% in the prior filing.
- The filing is a Schedule 13G/A amendment, indicating passive investment intent under Rule 13d-1(b).
- The filing includes securities held by Vanguard funds and managed accounts over which Vanguard Capital Management exercises dispositive power.
Financial Impact
Stake valued at approximately $3.4 billion based on $44.6B market cap and 7.57% ownership.
Risk Factors
- No material risks identified; filing is routine passive ownership update.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100119-26-001589 |
| Document: 0002100119-26-001589-index.html | 0002100119-26-001589 |
| Document: 0002100119-26-001589.txt | 0002100119-26-001589 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $238.47 | awaiting T+5 | awaiting T+5 | $238.68 (+0.09%) |
Oct 27, 2026 5d ago | SC 13G/A | $230.74 | awaiting T+5 | awaiting T+5 | $238.68 (+3.44%) |
Oct 23, 2026 9d ago | Institutional Cluster | $226.86 $238.68 | ▲ +5.21% | ▲ +5.77% | $238.68 (+5.21%) |
Oct 20, 2026 12d ago | Insider Cluster | $227.96 $229.56 | ▼ −0.70% | ▼ −1.15% | $238.68 (−4.70%) |
Oct 16, 2026 16d ago | 144 | $231.61 $226.86 | ▼ −2.05% | ▼ −2.14% | $238.68 (+3.05%) |
Oct 15, 2026 17d ago | 144 | $228.76 $227.31 | ▼ −0.63% | ▲ +0.38% | $238.68 (+4.34%) |
Oct 15, 2026 17d ago | 144 | $228.76 $227.31 | ▼ −0.63% | ▲ +0.38% | $238.68 (+4.34%) |
Oct 15, 2026 17d ago | 144 | $228.76 $227.31 | ▼ −0.63% | ▲ +0.38% | $238.68 (+4.34%) |
Oct 15, 2026 17d ago | 144 | $228.76 $227.31 | ▼ −0.63% | ▲ +0.38% | $238.68 (+4.34%) |
Oct 14, 2026 18d ago | Insider Cluster | $228.76 $227.31 | ▼ −0.63% | ▲ +0.38% | $238.68 (+4.34%) |
US Market Status
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