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Jefferies Financial Group’s Eli Lilly LLY Stock Holding History

Jefferies Financial Group’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.2M Sell
23,030
-37,306
-62% -$37.8M 0.15% 112
2025
Q4 		$64.8M Sell
60,336
-239,293
-80% -$229M 0.33% 49
2025
Q3 		$229M Buy
299,629
+291,501
+3,586% +$217M 1.08% 11
2025
Q2 		$6.34M Buy
8,128
+2,146
+36% +$1.67M 0.05% 243
2025
Q1 		$4.94M Sell
5,982
-2,861
-32% -$2.38M 0.04% 294
2024
Q4 		$6.83M Buy
8,843
+5,342
+153% +$4.42M 0.04% 289
2024
Q3 		$3.1M Sell
3,501
-9,226
-72% -$8.29M 0.02% 445
2024
Q2 		$11.5M Sell
12,727
-887
-7% -$710K 0.12% 133
2024
Q1 		$10.6M Sell
13,614
-12,121
-47% -$8.63M 0.1% 162
2023
Q4 		$15M Sell
25,735
-9,135
-26% -$5.33M 0.1% 146
2023
Q3 		$18.7M Buy
34,870
+8,286
+31% +$4.27M 0.17% 87
2023
Q2 		$12.5M Sell
26,584
-34,486
-56% -$14.5M 0.11% 167
2023
Q1 		$21M Sell
61,070
-16,597
-21% -$5.6M 0.17% 104
2022
Q4 		$28.4M Buy
+77,667
New +$27.5M 0.2% 83
2016
Q2 		– Sell
-3,600
Closed -$259K – 60
2016
Q1 		$259K Buy
+3,600
New +$272K 0.04% 34

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jefferies Financial Group's LLY Position: Q1 2026 in Review

Jefferies Financial Group reduced its Eli Lilly (LLY) stake by 62% in Q1 2026, selling an estimated $37.8M and leaving 23,030 shares worth $21.2M. The position accounts for 0.15% of the portfolio, ranked #112.

Jefferies Financial Group first reported a position in LLY in Q1 2016 and has held it in 15 quarters since. The position peaked at $229M in Q3 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Jefferies Financial Group held 23,030 shares of Eli Lilly worth $21.2M as of Q1 2026.
  • Jefferies Financial Group sold 37,306 Eli Lilly shares in Q1 2026, an estimated $37.8M.
  • Eli Lilly made up 0.15% of Jefferies Financial Group's portfolio in Q1 2026, its #112 holding.
  • Jefferies Financial Group first reported a position in Eli Lilly in Q1 2016 and has held it in 15 quarters since.
  • Jefferies Financial Group's Eli Lilly position peaked at $229M in Q3 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.