FERG
Ferguson plc · Industrials · Industrial - Distribution
Señales de momentum (gestores comparables):
amplitud de titulares +19.0% ·
flujo de acciones +1.6% ·
nuevas posiciones netas +12.0%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 81.15K | $17.52M | n/a | n/a |
| Q2 2026 | 163 | +5 | 127.12M | $30.18B | +7 | −4 |
| Q1 2026 | 163 | -4 | 131.10M | $30.51B | +1 | −6 |
| Q4 2025 | 166 | -1 | 138.06M | $30.75B | +1 | −1 |
| Q3 2025 | 25 | +4 | 60.68M | $13.63B | +4 | −1 |
| Q2 2025 | 19 | -2 | 56.19M | $12.24B | n/a | −2 |
| Q1 2025 | 18 | -3 | 20.28M | $3.25B | n/a | −3 |
| Q4 2024 | 21 | +3 | 21.76M | $3.78B | +3 | n/a |
| Q3 2024 | 17 | +17 | 17.04M | $3.38B | +17 | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 19.32M | -0.1% | $4.34B | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 12.03M | +10.4% | $2.70B | 0.0% | ▲ Add | 2 | SEC ↗ ×22 |
| 3 | Fidelity (FMR) ✦ | 5.56M | -2.1% | $1.25B | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 4 | State Street Global Advisors ✦ (pasivo) | 4.44M | +1.9% | $1.00B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 3.73M | +22.4% | $838.79M | 0.1% | ▲ Add | 5 | SEC ↗ ×8 |
| 6 | Geode Capital Management ✦ (pasivo) | 3.38M | +1.8% | $756.21M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 7 | Goldman Sachs Group ✦ | 3.35M | n/a | $752.98M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 8 | Baupost Group ✦ | 1.16M | +2.1% | $259.50M | 5.4% | ▲ Add | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 1.04M | n/a | $234.12M | 0.0% | n/c | 1 | SEC ↗ ×28 |
| 10 | Morgan Stanley ✦ | 928.10K | n/a | $208.43M | 0.0% | n/c | 1 | SEC ↗ ×16 |
| 11 | Citadel Advisors ✦ | 844.73K | +0.2% | $189.71M | 0.2% | ▲ Add | 5 | SEC ↗ ×2 |
| 12 | Adage Capital Partners ✦ | 712.09K | +90.3% | $159.92M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 696.39K | +36.3% | $156.40M | 0.1% | ▲ Add | 5 | SEC ↗ ×7 |
| 14 | D. E. Shaw & Co. ✦ | 667.32K | Nuevo | $149.87M | 0.1% | New | 1 | SEC ↗ ×2 |
| 15 | Millennium Management ✦ | 640.02K | +111.6% | $143.74M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 16 | Marshall Wace ✦ | 612.04K | +128.0% | $137.45M | 0.2% | ▲ Add | 5 | SEC ↗ ×3 |
| 17 | Point72 Asset Management ✦ | 350.67K | Nuevo | $78.75M | 0.2% | New | 1 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 348.60K | +127.1% | $78.29M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 238.80K | -92.5% | $53.63M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 20 | Capital World Investors ✦ | 198.43K | -71.5% | $44.56M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 165.28K | +83.7% | $37.12M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 22 | Markel Group ✦ | 147.00K | +9.3% | $33.01M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 23 | Arrowstreet Capital ✦ | 97.37K | +298.1% | $21.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Bridgewater Associates ✦ | 16.38K | Nuevo | $3.68M | 0.0% | New | 1 | SEC ↗ |
| 25 | Two Sigma Investments ✦ | 2.00K | Nuevo | $449,160 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| D. E. Shaw & Co. | $149.87M | 0.1% |
| Point72 Asset Management | $78.75M | 0.2% |
| Bridgewater Associates | $3.68M | 0.0% |
| Two Sigma Investments | $449,160 | 0.0% |
Posición cerrada
| Norges Bank | $395.40M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 923 tenedores, 179.86M acciones, $40.15B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 353 acc. · $79,248
Officer · 238 acc. · $53,431
Officer · 922 acc. · $207,450
Officer · 185 acc. · $41,532
Officer · 314 acc. · $70,493
Officer, Director · 1.78K acc. · $398,712
Officer · 99 acc. · $21,842
Officer · 217 acc. · $47,877
Officer, Director · 685 acc. · $151,132
Officer · 217 acc. · $47,877
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología