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
2025 Q1	–	Sell	-3,800	Closed	-$2.93M	–	1838
2024 Q4	$2.93M	Buy	+3,800	New	+$3.15M	0.02%	533
2024 Q1	–	Sell	-39,500	Closed	-$23M	–	1844
2023 Q4	$23M	Sell	39,500 -8,300	-17%	-$4.84M	0.15%	97
2023 Q3	$25.7M	Sell	47,800 -5,800	-11%	-$2.99M	0.23%	63
2023 Q2	$25.1M	Buy	53,600 +14,100	+36%	+$5.91M	0.23%	80
2023 Q1	$13.6M	Sell	39,500 -26,400	-40%	-$8.9M	0.11%	159
2022 Q4	$24.1M	Buy	+65,900	New	+$23.4M	0.17%	95

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jefferies Financial Group's LLY Position: Q2 2026 in Review

Jefferies Financial Group reduced its Eli Lilly (LLY) stake by 64% in Q2 2026, selling an estimated $15.1M and leaving 8,250 shares worth $9.9M. The position accounts for 0.07% of the portfolio, ranked #250.

Jefferies Financial Group first reported a position in LLY in Q1 2016 and has held it in 16 quarters since. The position peaked at $229M in Q3 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Jefferies Financial Group held 8,250 shares of Eli Lilly worth $9.9M as of Q2 2026.
Jefferies Financial Group sold 14,780 Eli Lilly shares in Q2 2026, an estimated $15.1M.
Eli Lilly made up 0.07% of Jefferies Financial Group's portfolio in Q2 2026, its #250 holding.
Jefferies Financial Group first reported a position in Eli Lilly in Q1 2016 and has held it in 16 quarters since.
Jefferies Financial Group's Eli Lilly position peaked at $229M in Q3 2025.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.