Jefferies Group's LLY Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 60,336 shares of Eli Lilly and Company (LLY) worth $64.84 M, representing 0.33% of the portfolio. First purchased in 2016-Q1, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in LLY, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 291,501 shares. Largest reduction occurred in Q4 2025, reducing 239,293 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Eli Lilly and Company (LLY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Eli Lilly and Company (LLY) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -239,293 | Reduce 79.86% | 60,336 | $1074.68 |
| Q3 2025 | +291,501 | Add 3586.38% | 299,629 | $763.00 |
| Q2 2025 | +2,146 | Add 35.87% | 8,128 | $779.53 |
| Q1 2025 | -2,861 | Reduce 32.35% | 5,982 | $825.96 |
| Q4 2024 | +5,342 | Add 152.58% | 8,843 | $772.01 |
| Q3 2024 | -9,226 | Reduce 72.49% | 3,501 | $885.94 |
| Q2 2024 | -887 | Reduce 6.52% | 12,727 | $905.38 |
| Q1 2024 | -12,121 | Reduce 47.10% | 13,614 | $777.96 |
| Q4 2023 | -9,135 | Reduce 26.20% | 25,735 | $582.92 |
| Q3 2023 | +8,286 | Add 31.17% | 34,870 | $537.13 |
| Q2 2023 | -34,486 | Reduce 56.47% | 26,584 | $468.98 |
| Q1 2023 | -16,597 | Reduce 21.37% | 61,070 | $343.42 |
| Q4 2022 | +77,667 | New Buy | 77,667 | $365.84 |
| Q2 2016 | -3,600 | Sold Out | 0 | $0.00 |
| Q1 2016 | +3,600 | New Buy | 3,600 | $71.94 |
Jefferies Group's Eli Lilly and Company Investment FAQs
Jefferies Group first purchased Eli Lilly and Company (LLY) in Q1 2016, acquiring 3,600 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 Eli Lilly and Company (LLY) for 15 quarters since Q1 2016.
Jefferies Group's largest addition to Eli Lilly and Company (LLY) was in Q3 2025, adding 299,629 shares worth $228.62 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 60,336 shares of Eli Lilly and Company (LLY), valued at approximately $64.84 M.
As of the Q4 2025 filing, Eli Lilly and Company (LLY) represents approximately 0.33% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Eli Lilly and Company (LLY) was 299,629 shares, as reported at the end of Q3 2025.