Jefferies Group's FERG Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 24.5K shares of Ferguson Enterprises Inc. (FERG) worth $5.5 M, representing 0.03% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in FERG, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 543.2K shares. Largest reduction occurred in Q3 2023, reducing 546.7K shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Ferguson Enterprises (FERG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ferguson Enterprises (FERG) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +17,800 | New Buy | 17,800 | $126.97 |
| Q1 2023 | +543,233 | Add 3051.87% | 561,033 | $131.64 |
| Q2 2023 | -561,033 | Sold Out | 561,033 | $0.00 |
| Q3 2023 | +14,352 | New Buy | 14,352 | $164.47 |
| Q4 2023 | -14,352 | Sold Out | 14,352 | $0.00 |
| Q2 2024 | +1,833 | New Buy | 1,833 | $193.65 |
| Q3 2024 | +11,908 | Add 649.65% | 13,741 | $198.57 |
| Q4 2024 | -11,091 | Reduce 80.71% | 2,650 | $173.57 |
| Q1 2025 | +9,077 | Add 342.53% | 11,727 | $159.63 |
| Q2 2025 | -6,622 | Reduce 56.47% | 5,105 | $217.75 |
| Q3 2025 | +19,394 | Add 379.90% | 24,499 | $224.58 |
Jefferies Group's Ferguson Enterprises Investment FAQs
Jefferies Group first purchased Ferguson Enterprises Inc. (FERG) in Q4 2022, acquiring 17,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Ferguson Enterprises Inc. (FERG) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Ferguson Enterprises Inc. (FERG) was in Q1 2023, adding 561,033 shares worth $73.86 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 24,499 shares of Ferguson Enterprises Inc. (FERG), valued at approximately $5.5 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Ferguson Enterprises Inc. (FERG) represents approximately 0.03% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in Ferguson Enterprises Inc. (FERG) was 561,033 shares, as reported at the end of Q1 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.