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Security record · archived quarter

LLY

Eli Lilly and Company · Healthcare · Drug Manufacturers - General

1,233.5 -1.1% mkt cap $1.16T quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
26Tracked holders
0Δ holders
140.32MShares held
$115.83BReported value
+1New positions
−1Exits
Stable Conviction score 40/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.2% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 193 +4 671.92M $804.91B +6 −1
Q1 2026 191 -3 666.59M $613.20B +1 −5
Q4 2025 193 +2 707.04M $758.81B +3
Q3 2025 27 -3 329.88M $251.63B +2 −6
Q2 2025 28 -1 307.45M $239.60B +2 −3
Q1 2025 26 0 140.32M $115.83B +1 −1
Q4 2024 26 +1 145.00M $111.91B +3 −2
Q3 2024 24 +2 109.89M $97.29B +2
Q2 2024 22 112.43M $101.75B
Holder count
Who holds it · Q1 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 State Street Global Advisors (passive) 34.44M +0.4% $28.44B 1.2% ▲ Add 2 SEC ↗
2 T. Rowe Price 19.13M -8.3% $15.80B 2.0% ▼ Trim 4 SEC ↗
3 T. Rowe Price 19.13M -8.3% $15.80B 2.0% ▼ Trim 4 SEC ↗
4 Geode Capital Management (passive) 18.53M +6.6% $15.25B 1.2% ▲ Add 4 SEC ↗
5 Geode Capital Management (passive) 18.53M +6.6% $15.25B 1.2% ▲ Add 4 SEC ↗
6 Capital World Investors 18.38M -6.0% $15.18B 2.5% ▼ Trim 4 SEC ↗
7 PRIMECAP Management 14.78M -11.8% $12.21B 10.1% ▼ Trim 4 SEC ↗
8 Wellington Management 12.71M +0.7% $10.50B 2.0% ▲ Add 4 SEC ↗
9 Wellington Management 12.71M +0.7% $10.50B 2.0% ▲ Add 4 SEC ↗
10 Wellington Management 12.71M +0.7% $10.50B 2.0% ▲ Add 4 SEC ↗
11 Wellington Management 12.71M +0.7% $10.50B 2.0% ▲ Add 4 SEC ↗
12 Wellington Management 12.71M +0.7% $10.50B 2.0% ▲ Add 4 SEC ↗
13 Wellington Management 12.71M +0.7% $10.50B 2.0% ▲ Add 4 SEC ↗
14 Wellington Management 12.71M +0.7% $10.50B 2.0% ▲ Add 4 SEC ↗
15 Wellington Management 12.71M +0.7% $10.50B 2.0% ▲ Add 4 SEC ↗
16 Wellington Management 12.71M +0.7% $10.50B 2.0% ▲ Add 4 SEC ↗
17 Norges Bank (passive) 11.00M +1.0% $9.08B 1.3% ▲ Add 4 SEC ↗
18 Fisher Asset Management 5.44M +3.9% $4.49B 1.9% ▲ Add 4 SEC ↗
19 Tiger Global Management 1.33M +1.9% $1.10B 4.1% ▲ Add 4 SEC ↗
20 Adage Capital Partners 741.72K +1.2% $612.60M 1.1% ▲ Add 4 SEC ↗
21 Millennium Management 681.01K -15.0% $562.46M 0.6% ▼ Trim 4 SEC ↗
22 D. E. Shaw & Co. 573.33K -53.8% $473.52M 0.6% ▼ Trim 4 SEC ↗
23 D. E. Shaw & Co. 573.33K -53.8% $473.52M 0.6% ▼ Trim 4 SEC ↗
24 AQR Capital Management 567.50K -11.9% $456.15M 0.5% ▼ Trim 4 SEC ↗
25 AQR Capital Management 567.50K -11.9% $456.15M 0.5% ▼ Trim 4 SEC ↗
26 AQR Capital Management 567.50K -11.9% $456.15M 0.5% ▼ Trim 4 SEC ↗
27 AQR Capital Management 567.50K -11.9% $456.15M 0.5% ▼ Trim 4 SEC ↗
28 AQR Capital Management 567.50K -11.9% $456.15M 0.5% ▼ Trim 4 SEC ↗
29 AQR Capital Management 567.50K -11.9% $456.15M 0.5% ▼ Trim 4 SEC ↗
30 AQR Capital Management 567.50K -11.9% $456.15M 0.5% ▼ Trim 4 SEC ↗
31 Lone Pine Capital 551.83K -29.5% $455.76M 4.0% ▼ Trim 2 SEC ↗
32 Citadel Advisors 477.78K -21.8% $394.60M 0.4% ▼ Trim 4 SEC ↗
33 Citadel Advisors 477.78K -21.8% $394.60M 0.4% ▼ Trim 4 SEC ↗
34 Marshall Wace 419.50K +7.9% $346.47M 0.5% ▲ Add 4 SEC ↗
35 Marshall Wace 419.50K +7.9% $346.47M 0.5% ▲ Add 4 SEC ↗
36 Marshall Wace 419.50K +7.9% $346.47M 0.5% ▲ Add 4 SEC ↗
37 Marshall Wace 419.50K +7.9% $346.47M 0.5% ▲ Add 4 SEC ↗
38 Coatue Management 183.72K -14.1% $151.74M 0.7% ▼ Trim 4 SEC ↗
39 Coatue Management 183.72K -14.1% $151.74M 0.7% ▼ Trim 4 SEC ↗
40 Coatue Management 183.72K -14.1% $151.74M 0.7% ▼ Trim 4 SEC ↗
41 Coatue Management 183.72K -14.1% $151.74M 0.7% ▼ Trim 4 SEC ↗
42 Coatue Management 183.72K -14.1% $151.74M 0.7% ▼ Trim 4 SEC ↗
43 Renaissance Technologies 96.31K +78.0% $79.55M 0.1% ▲ Add 3 SEC ↗
44 Duquesne Family Office 94.83K +52.5% $78.32M 2.6% ▲ Add 2 SEC ↗
45 Point72 Asset Management 54.77K New $45.24M 0.1% New 1 SEC ↗
46 Dodge & Cox 45.09K +0.7% $37.24M 0.0% ▲ Add 4 SEC ↗
47 Arrowstreet Capital 41.41K +178.9% $34.20M 0.0% ▲ Add 4 SEC ↗
48 GAMCO Investors 30.07K -10.3% $24.84M 0.3% ▼ Trim 4 SEC ↗
49 Two Sigma Investments 15.73K -95.1% $12.99M 0.0% ▼ Trim 4 SEC ↗
50 Gotham Asset Management 7.55K +30.6% $6.23M 0.1% ▲ Add 4 SEC ↗
51 Bridgewater Associates 2.75K -96.7% $2.27M 0.0% ▼ Trim 4 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Point72 Asset Management $45.24M 0.1%

Exited

Soros Fund Management $25.97M was 0.7%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 4,323 holders, 762.84M shares, $674.93B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 17 Jonsson Patrik

Officer · 6.50K sh · $7.64M

Aug 10 Zakrowski Donald A

Officer · 2.00K sh · $2.37M

Aug 07 Hakim Anat

Officer · 5.00K sh · $5.95M

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Jul 23 SC 13G/A — LILLY ENDOWMENT INC

View original SEC filing ↗

In the news
Aug 24 FDA Clears Roche And Eli Lilly's Alzheimer's Blood Test ↗

The Food and Drug Administration has cleared a new blood test from Roche and Eli Lilly designed to help identify…

Forbes
Aug 24 FDA Approves Alzheimer's Blood Test Developed by Roche and Eli Lilly ↗

The Food and Drug Administration cleared a blood test for identifying Alzheimer's disease symptoms, which was developed…

WSJ
Aug 24 Roche, Eli Lilly's Alzheimer's blood test gets FDA clearance ↗

The U.S. Food and Drug Administration has cleared Roche and partner Eli Lilly's blood test to help ​identify signs of…

Reuters
Aug 24 Eli Lilly Launches Foundayo Weight-Loss Pill in U.K. ↗

The once-daily pill was approved for patients with a body mass index of at least 30, or between 27 and 30 in the event…

WSJ
Aug 23 Eli Lilly launches oral weight-loss pill Foundayo in UK ↗

Eli Lilly said on Monday it has launched its oral pill, ​Foundayo, in the UK for weight ‌management and type 2…

Reuters
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2025 · Methodology · Get this via the API