ELI LILLY & CO (LLY)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 789,510,440 shares against 941,357,065 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LILLY ENDOWMENT INC | $108.4B | 90,376,978 | 100.00% | 31q | -1.7%-$1.8B |
| BlackRock, Inc. | $81.0B | 67,540,400 | 1.20% | 8q | +1.7%+$1.4B |
| VANGUARD CAPITAL MANAGEMENT LLC | $64.2B | 53,528,868 | 1.37% | 2q | HELD |
| PNC Financial Services Group, Inc. | $61.6B | 51,322,720 | 30.51% | 31q | HELD |
| STATE STREET CORP | $43.4B | 36,215,754 | 1.28% | 31q | +1.7%+$726.6M |
| FMR LLC | $34.1B | 28,462,475 | 1.48% | 31q | +8.1%+$2.5B |
| Capital Research Global Investors | $25.0B | 20,873,140 | 3.49% | 17q | -15.3%-$4.5B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $25.0B | 20,859,217 | 1.13% | 2q | -0.6%-$141.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $24.3B | 20,310,858 | 1.29% | 31q | +0.6%+$142.2M |
| MORGAN STANLEY | $19.5B | 16,226,398 | 1.03% | 35q | +5.1%+$946.3M |
| Capital World Investors | $19.1B | 15,902,642 | 2.25% | 31q | +1.8%+$336.9M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $16.7B | 13,911,839 | 1.67% | 31q | -0.6%-$96.4M |
| JPMORGAN CHASE & CO | $16.1B incl. $643.6M options CALL+PUT | 12,598,524 | 0.89% | 31q | -8.0%-$1.4B |
| UBS Group AG | $13.8B incl. $9.2B options CALL+PUT | 3,865,931 | 1.76% | 31q | -4.4%-$636.3M |
| NORGES BANK | $13.8B | 11,471,413 | 1.37% | 32q | -5.0%-$723.8M |
| BANK OF AMERICA CORP /DE/ | $13.5B | 11,274,243 | 0.87% | 31q | +1.3%+$178.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $13.2B | 10,998,953 | 2.27% | 31q | -18.1%-$2.9B |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $12.9B | 10,759,188 | 8.83% | 31q | HELD |
| PRIMECAP MANAGEMENT CO/CA/ | $11.0B | 9,172,904 | 6.51% | 31q | -0.5%-$60.6M |
| NORTHERN TRUST CORP | $10.6B | 8,796,866 | 1.23% | 31q | HELD |
| GOLDMAN SACHS GROUP INC | $10.1B incl. $943.7M options CALL+PUT | 7,652,960 | 0.88% | 31q | +20.7%+$1.7B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.7B incl. $8.4B options CALL+PUT | 295,487 | 0.68% | 31q | +276.2%+$6.4B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.6B | 7,209,385 | 1.57% | 31q | +1.9%+$164.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.2B | 6,001,955 | 0.96% | 31q | +1.8%+$125.3M |
| Capital International Investors | $6.9B | 5,734,768 | 1.42% | 31q | -6.2%-$458.2M |
| JENNISON ASSOCIATES LLC | $6.6B | 5,461,416 | 3.93% | 31q | +7.9%+$480.4M |
| WELLS FARGO & COMPANY/MN | $6.3B incl. $709.8M options CALL+PUT | 4,646,119 | 1.02% | 31q | +5.5%+$324.9M |
| CITADEL ADVISORS LLC | $6.2B incl. $5.1B options CALL+PUT | 945,456 | 0.71% | 31q | +291.1%+$4.6B |
| Legal & General Group Plc | $6.2B | 5,145,229 | 1.29% | 31q | -4.4%-$280.8M |
| JANE STREET GROUP, LLC | $6.1B incl. $5.6B options CALL+PUT | 458,318 | 0.51% | 31q | +295.6%+$4.6B |
| Fisher Asset Management, LLC | $6.1B | 5,063,516 | 1.81% | 31q | +4.6%+$269.3M |
| Nuveen, LLC | $6.1B | 5,061,510 | 1.45% | 6q | -5.2%-$331.2M |
| Amundi | $5.8B | 4,808,143 | 1.39% | 21q | -4.9%-$296.1M |
| Bank of New York Mellon Corp | $5.7B incl. $6.0M options PUT | 4,783,459 | 0.94% | 31q | -1.6%-$92.4M |
| VANGUARD FIDUCIARY TRUST CO | $5.5B | 4,592,311 | 1.21% | 2q | -0.6%-$32.6M |
| FRANKLIN RESOURCES INC | $5.5B | 4,590,218 | 1.19% | 31q | +2.6%+$142.1M |
| ROYAL BANK OF CANADA | $5.3B incl. $90.9M options CALL+PUT | 4,358,401 | 0.79% | 31q | +2.2%+$117.0M |
| DIMENSIONAL FUND ADVISORS LP | $4.8B | 4,003,417 | 0.87% | 31q | +2.8%+$128.9M |
| Jupiter Topco LLC | $4.7B | 3,891,118 | 1.90% | new | FIRST |
| Invesco Ltd. | $4.4B | 3,694,152 | 0.35% | 31q | +6.9%+$287.3M |
| DEUTSCHE BANK AG\ | $4.1B | 3,379,627 | 1.18% | 34q | -4.7%-$201.7M |
| IMC-Chicago, LLC | $4.0B incl. $4.0B options CALL+PUT | 25,449 | 0.95% | 19q | HELD |
| ALLIANCEBERNSTEIN L.P. | $3.9B | 4,261,385 | 1.30% | 31q | -3.8%-$153.0M |
| AMERIPRISE FINANCIAL INC | $3.6B | 2,996,669 | 0.73% | 31q | HELD |
| AMERICAN CENTURY COMPANIES INC | $2.8B | 2,354,837 | 1.25% | 31q | +27.6%+$610.4M |
| Swiss National Bank | $2.7B | 2,265,150 | 1.42% | 31q | -4.0%-$111.7M |
| HSBC HOLDINGS PLC | $2.6B incl. $203.2M options CALL+PUT | 1,988,595 | 1.08% | 31q | +6.6%+$160.3M |
| VICTORY CAPITAL MANAGEMENT INC | $2.6B | 2,141,447 | 1.44% | 31q | +14.7%+$329.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $2.4B | 2,013,696 | 1.34% | 31q | +7.0%+$157.9M |
| SG Americas Securities, LLC | $2.4B incl. $11.8M options CALL+PUT | 1,983,708 | 1.34% | 31q | +204.1%+$1.6B |
| Sumitomo Mitsui Trust Group, Inc. | $2.3B | 1,895,765 | 1.30% | 31q | +6.8%+$144.0M |
| Swedbank AB | $2.1B | 1,781,310 | 1.84% | 21q | +10.2%+$197.9M |
| CITIGROUP INC | $2.1B incl. $697.0M options CALL+PUT | 1,199,053 | 0.71% | 31q | +9.8%+$190.7M |
| FIFTH THIRD BANCORP | $2.1B | 1,750,788 | 3.41% | 31q | -10.8%-$255.1M |
| BANK OF MONTREAL /CAN/ | $2.1B | 1,724,702 | 0.68% | 31q | +14.4%+$260.7M |
| RAYMOND JAMES FINANCIAL INC | $2.1B incl. $1.5M options CALL+PUT | 1,713,850 | 0.56% | 7q | +5.4%+$105.9M |
| CANADA PENSION PLAN INVESTMENT BOARD | $2.1B | 1,715,070 | 1.14% | 31q | +18.5%+$320.8M |
| Vanguard Global Advisers, LLC | $2.0B | 1,707,634 | 0.95% | 2q | -1.6%-$33.1M |
| NEUBERGER BERMAN GROUP LLC | $2.0B incl. $3.0M options PUT | 1,697,061 | 1.36% | 31q | -2.1%-$42.8M |
| National Pension Service | $2.0B | 1,682,782 | 1.30% | 31q | +1.3%+$25.9M |
| BNP PARIBAS FINANCIAL MARKETS | $1.9B incl. $753.7M options CALL+PUT | 961,496 | 0.66% | 31q | +16.4%+$269.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.9B | 1,556,634 | 1.26% | 2q | +12.0%+$200.0M |
| NORDEA INVESTMENT MANAGEMENT AB | $1.8B | 1,477,275 | 1.45% | 31q | +1.1%+$18.5M |
| SAPIENT CAPITAL LLC | $1.7B | 1,447,540 | 22.72% | 11q | HELD |
| California Public Employees Retirement System | $1.7B | 1,440,683 | 0.97% | 31q | -20.6%-$448.6M |
| US BANCORP \DE\ | $1.6B incl. $616 options PUT | 1,354,723 | 1.77% | 31q | HELD |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $1.6B | 1,338,915 | 1.23% | 32q | +6.0%+$90.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.6B | 1,337,665 | 1.25% | 31q | -7.6%-$131.3M |
| RHUMBLINE ADVISERS | $1.6B | 1,333,307 | 1.21% | 31q | -1.9%-$30.5M |
| BARCLAYS PLC | $1.6B incl. $207.9M options CALL+PUT | 1,143,891 | 0.30% | 31q | -26.8%-$579.7M |
| LPL Financial LLC | $1.5B incl. $8.4M options CALL+PUT | 1,274,807 | 0.35% | 31q | +6.5%+$94.2M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $1.5B | 1,277,161 | 1.09% | 31q | +9.2%+$129.7M |
| PRINCIPAL FINANCIAL GROUP INC | $1.5B | 1,255,719 | 0.74% | 31q | +2.4%+$34.8M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.5B | 1,217,561 | 1.34% | 31q | HELD |
| PeakShares LLC | $1.5B | 1,217,000 | 1.09% | 3q | +107599.1%+$1.5B |
| VOYA INVESTMENT MANAGEMENT LLC | $1.4B | 1,190,792 | 1.23% | 31q | +4.9%+$67.3M |
| ENVESTNET ASSET MANAGEMENT INC | $1.4B | 1,175,866 | 0.33% | 31q | HELD |
| APG Asset Management N.V. | $1.3B | 1,210,321 | 3.12% | 31q | +4.2%+$51.0M |
| AQR CAPITAL MANAGEMENT LLC | $1.2B | 1,035,605 | 0.43% | 31q | +21.1%+$216.1M |
| TD Asset Management Inc | $1.2B | 1,003,469 | 1.04% | 31q | -15.7%-$223.9M |
| Assenagon Asset Management S.A. | $1.2B | 1,002,050 | 0.75% | 31q | -35.4%-$657.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $1.2B | 1,001,608 | 1.20% | 31q | -13.5%-$187.0M |
| D. E. Shaw & Co., Inc. | $1.1B incl. $512.8M options CALL+PUT | 496,563 | 0.53% | 31q | -22.1%-$314.3M |
| BESSEMER GROUP INC | $1.1B | 923,815 | 1.52% | 31q | +7.3%+$75.7M |
| Bank Julius Baer & Co. Ltd, Zurich | $1.1B | 913,248 | 2.85% | 26q | +3.1%+$33.1M |
| CIBC Bancorp USA Inc. | $1.1B | 906,485 | 1.32% | 3q | HELD |
| Ensign Peak Advisors, Inc | $1.1B | 895,262 | 1.77% | 27q | +5.5%+$56.4M |
| NATIXIS ADVISORS, LLC | $1.1B | 876,181 | 1.18% | 31q | +12.2%+$114.5M |
| NEW YORK STATE COMMON RETIREMENT FUND | $1.0B | 865,587 | 1.31% | 31q | -4.9%-$53.3M |
| CTC LLC | $1.0B incl. $1.0B options CALL+PUT | 1,360 | 0.33% | new | NEW |
| Caisse de depot et placement du Quebec | $966.5M | 805,809 | 1.38% | 31q | +17.4%+$143.0M |
| STIFEL FINANCIAL CORP | $943.9M | 786,902 | 0.79% | 31q | +1.0%+$9.3M |
| Russell Investments Group, Ltd. | $942.4M | 781,929 | 0.83% | 31q | -1.0%-$9.4M |
| MILLENNIUM MANAGEMENT LLC | $935.4M incl. $716.3M options CALL+PUT | 182,678 | 0.34% | 31q | -33.8%-$477.8M |
| DANSKE BANK A/S | $920.4M | 767,326 | 1.82% | 10q | +0.9%+$8.3M |
| Robeco Institutional Asset Management B.V. | $910.1M | 758,740 | 1.12% | 38q | +16.2%+$126.7M |
| Pictet Asset Management Holding SA | $905.8M | 754,985 | 0.87% | 12q | -20.0%-$226.8M |
| Cerity Partners LLC | $901.4M incl. $4.8M options CALL | 747,548 | 1.09% | 31q | +2.0%+$18.1M |
| JONES FINANCIAL COMPANIES LLLP | $901.2M | 746,099 | 0.36% | 31q | +14.6%+$115.0M |
| GROUP ONE TRADING LLC | $899.1M CALL+PUT | options only | 1.26% | 31q | OPTIONS |
Q2 2026 in brief
In Q2 2026, 4,673 managers that file Form 13F reported holding Eli Lilly & Co (LLY), $988.2B in all, or about 84% of the shares outstanding. 420 managers opened a position and 152 sold out completely, against 4,405 holders the quarter before. Largest holders: Lilly Endowment Inc, Blackrock, Inc. and Vanguard Capital Management Llc. Largest new positions: Ctc Llc ($1.0B), Castle Hook Partners Lp ($558.0M) and Alphinity Investment Management Pty Ltd ($361.4M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-19 | 13G/A | LILLY ENDOWMENT, INC. | 9.6% |
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-06-02 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-17 | Jonsson Patrik | EVP & President, LLY Int'l | Sold | 6,500 | $7.6M |
| 2026-08-07 | Hakim Anat | EVP, GC & Secretary | Sold | 5,000 | $6.0M |
| 2026-06-10 | Yuffa Ilya | EVP&Pres, LLY USA&Global Capab | Sold | 2,500 | $2.9M |
| 2026-08-10 | Zakrowski Donald A | SVP, Finance, & CAO | Sold | 2,000 | $2.4M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 1,998 | $140.1B | 121,006,528 | 72 | 858 | 584 | 0.0% |
| Q2 2026 | 4,673 | $988.2B | 789,510,440 | 356 | 2,040 | 1,338 | 4.3% |
| Q1 2026 | 4,405 | $736.4B | 776,449,368 | 168 | 1,761 | 1,526 | 3.1% |
| Q4 2025 | 4,478 | $881.5B | 790,267,051 | 369 | 1,523 | 1,476 | 3.8% |
| Q3 2025 | 3,926 | $619.7B | 776,933,427 | 183 | 1,644 | 1,344 | 4.4% |
| Q2 2025 | 3,926 | $638.5B | 787,454,230 | 171 | 1,648 | 1,301 | 3.9% |
| Q1 2025 | 3,942 | $708.8B | 836,253,882 | 209 | 1,614 | 1,322 | 2.7% |
| Q4 2024 | 3,921 | $623.2B | 782,125,063 | 157 | 1,389 | 1,365 | 3.1% |
| Q3 2024 | 3,678 | $724.0B | 794,831,418 | 190 | 1,421 | 1,245 | 2.8% |
| Q2 2024 | 3,592 | $743.6B | 801,013,993 | 216 | 1,369 | 1,213 | 2.5% |
| Q1 2024 | 3,492 | $658.8B | 827,828,981 | 306 | 1,275 | 1,190 | 2.4% |
| Q4 2023 | 3,292 | $487.3B | 817,466,040 | 198 | 1,110 | 1,152 | 2.2% |
| Q3 2023 | 2,993 | $433.2B | 788,614,525 | 239 | 973 | 1,092 | 2.1% |
| Q2 2023 | 2,839 | $374.7B | 785,598,630 | 261 | 956 | 1,006 | 1.9% |
| Q1 2023 | 2,628 | $285.7B | 821,249,034 | 115 | 953 | 919 | 1.5% |
| Q4 2022 | 2,683 | $295.1B | 794,055,430 | 177 | 818 | 973 | 1.7% |
| Q3 2022 | 2,469 | $601.7B | 2,109,152,455 | 142 | 811 | 836 | 0.8% |
| Q2 2022 | 2,450 | $543.2B | 2,133,827,842 | 189 | 758 | 833 | 0.7% |
| Q1 2022 | 2,349 | $450.5B | 1,996,689,326 | 136 | 760 | 777 | 0.6% |
| Q4 2021 | 2,316 | $425.5B | 1,826,846,229 | 196 | 739 | 618 | 1.2% |
| Q3 2021 | 2,064 | $354.6B | 1,800,459,049 | 109 | 647 | 720 | 0.9% |
| Q2 2021 | 2,035 | $329.6B | 1,591,738,357 | 172 | 623 | 675 | 0.9% |
| Q1 2021 | 1,951 | $291.0B | 1,692,904,568 | 148 | 601 | 715 | 0.7% |
| Q4 2020 | 1,896 | $258.2B | 1,656,063,419 | 131 | 576 | 616 | 0.8% |
| Q3 2020 | 1,780 | $269.9B | 2,449,014,977 | 113 | 549 | 612 | 0.4% |
| Q2 2020 | 1,775 | $295.4B | 2,142,513,912 | 172 | 514 | 639 | 0.5% |
| Q1 2020 | 1,696 | $291.5B | 3,984,143,187 | 113 | 493 | 634 | 0.4% |
| Q4 2019 | 1,677 | $221.5B | 3,640,767,570 | 119 | 449 | 508 | 0.6% |
| Q3 2019 | 1,530 | $206.9B | 3,831,791,513 | 84 | 440 | 576 | 0.4% |
| Q2 2019 | 1,520 | $161.6B | 3,881,428,232 | 80 | 416 | 607 | 0.9% |
| Q1 2019 | 1,624 | $244.8B | 3,746,083,211 | 134 | 399 | 725 | 1.2% |
| Q4 2018 | 1,575 | $295.7B | 4,559,727,809 | 13 | 19 | 31 | 0.5% |