LLYEli Lilly
Eli Lilly and Company (referred to as the company, Lilly, we, or us) was incorporated in 1901 in Indiana to succeed to the drug manufacturing business founded in Indianapolis, Indiana, in 1876 by Colonel Eli Lilly. 10-K, Item 1
- Employees
- 50,000
- Headquarters
- Indianapolis, IN
- CEO
- David A. Ricks
- Next results
- around Feb 3, 2027
Who owns LLY
84% of the shares are held by institutions that file 13Fs; the rest by everyone else.
13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.
Institutional ownership 13F data can be up to 45 days old
Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| LILLY ENDOWMENT INC | 90.38M | $108.4B | 9.61% | Reduced -1.7% |
| BlackRock, Inc. | 67.54M | $81.0B | 7.18% | Added +1.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 53.53M | $64.2B | 5.69% | Held |
| PNC Financial Services Group, Inc. | 51.32M | $61.6B | 5.46% | Held |
| STATE STREET CORP | 36.22M | $43.4B | 3.85% | Added +1.7% |
| FMR LLC | 28.46M | $34.1B | 3.03% | Added +8.1% |
| Capital Research Global Investors | 20.87M | $25.0B | 2.22% | Reduced -15.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 20.86M | $25.0B | 2.22% | Reduced -0.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 20.31M | $24.3B | 2.16% | Added +0.6% |
| MORGAN STANLEY | 16.23M | $19.5B | 1.72% | Added +5.1% |
| Capital World Investors | 15.90M | $19.1B | 1.69% | Added +1.8% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 13.91M | $16.7M | 1.48% | Reduced -0.6% |
| JPMORGAN CHASE & CO | 12.60M | $15.5B | 1.34% | Reduced -8.0% |
| NORGES BANK | 11.47M | $13.8B | 1.22% | New |
| BANK OF AMERICA CORP /DE/ | 11.27M | $13.5B | 1.20% | Added +1.3% |
| WELLINGTON MANAGEMENT GROUP LLP | 11.00M | $13.2B | 1.17% | Reduced -18.1% |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 10.76M | $12.9B | 1.14% | Held |
| PRIMECAP MANAGEMENT CO/CA/ | 9.17M | $11.0B | 0.98% | Reduced -0.5% |
| NORTHERN TRUST CORP | 8.80M | $10.6B | 0.94% | Held |
| GOLDMAN SACHS GROUP INC | 7.65M | $9.2B | 0.81% | Added +20.7% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 7.21M | $8.6B | 0.77% | Added +1.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.00M | $7.2B | 0.64% | Added +1.8% |
| Capital International Investors | 5.73M | $6.9B | 0.61% | Reduced -6.2% |
| JENNISON ASSOCIATES LLC | 5.46M | $6.6B | 0.58% | Added +7.9% |
| Legal & General Group Plc | 5.15M | $6.2B | 0.55% | Reduced -4.4% |
Bought the most shares
- NORGES BANK +11.47M, new
- Jupiter Topco LLC +3.89M, new
- FMR LLC +2.12M
- SG Americas Securities, LLC +1.33M
- GOLDMAN SACHS GROUP INC +1.31M
- BlackRock, Inc. +1.16M
- MORGAN STANLEY +789K
- CITADEL ADVISORS LLC +704K
- STATE STREET CORP +606K
- AMERICAN CENTURY COMPANIES INC +509K
Sold the most shares
- JANUS HENDERSON GROUP PLC -4.35M, sold out
- Capital Research Global Investors -3.76M
- WELLINGTON MANAGEMENT GROUP LLP -2.43M
- LILLY ENDOWMENT INC -1.52M
- JPMORGAN CHASE & CO -1.10M
- DIAMANT ASSET MANAGEMENT, INC. -1.07M
- T. Rowe Price Investment Management, Inc. -976K
- NWI MANAGEMENT LP -812K
- Assenagon Asset Management S.A. -548K
- BARCLAYS PLC -420K
Superinvestors holding LLY 13F data can be up to 45 days old
From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Polen Capital Polen Capital Management | Jun 30, 2026 | 667K | $799.9M | 7.38% | Reduced -27.1% |
| Jensen Investment Jensen Investment Management | Jun 30, 2026 | 154K | $184.4M | 4.47% | Reduced -33.4% |
| Dodge & Cox Dodge & Cox | Jun 30, 2026 | 41K | $49.5M | 0.03% | Reduced -1.8% |
| Stanley Druckenmiller Duquesne Family Office | Jun 30, 2026 | 12K | $14.8M | 0.34% | New |
| Bill Nygren Harris Associates (Oakmark) | Jun 30, 2026 | 431 | $517K | 0.00% | Reduced -4.2% |
13D filings: owners of more than 5% who may push for change
No Schedule 13D about LLY in the last year.
Work on LLY in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/LLY/export.csv") into a cell.