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Eli Lilly & Co. 13F holders

4,662 funds reported a position in Eli Lilly & Co. in their 13F for the quarter ended 30 June 2026, together 788.3 million shares worth $943.84 billion. Against the quarter before, 322 opened a position, 2,165 added, 1,458 trimmed and 108 sold out; together they sold a net 386,247 shares. The largest holders: Lilly Endowment Inc., BlackRock, Inc. and Vanguard Capital Management LLC.

Funds holding4,662+261 on Q1 2026
Shares they held788.3Mworth $943.84 billion
Net sold on the quarter386,247 sharesabout $462.4 million at the funds' values
Funds buying to selling2,487 to 1,566opened or added, to cut or sold
Opened 322Added 2,165Held 652Trimmed 1,458Sold out 108
Opened: 322 fundsAdded: 2,165 fundsHeld: 652 fundsTrimmed: 1,458 fundsSold out: 108 funds

What each fund did in LLY against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 3,668 funds, 808.6 million shares3,668Q3 2024Q4 2024: 3,918 funds, 782.4 million shares3,918Q4 2024Q1 2025: 3,932 funds, 836.9 million shares3,932Q1 2025Q2 2025: 3,920 funds, 787.9 million shares3,920Q2 2025Q3 2025: 3,910 funds, 777.0 million shares3,910Q3 2025Q4 2025: 4,459 funds, 795.0 million shares4,459Q4 2025Q1 2026: 4,401 funds, 777.6 million shares4,401Q1 2026Q2 2026: 4,662 funds, 788.3 million shares4,662Q2 2026

Funds reporting a position in LLY in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 2,848 reported a position in Eli Lilly & Co.: 79 opened one, 1,322 added, 955 trimmed and 57 sold out, a net 984,165 shares bought.

FundChange in sharesShares nowStatusFiling
Deutsche Bank AG+415,7283,795,355added13F
Fisher Asset Management, LLC+360,5115,424,027added13F
Lilly Endowment Inc.-310,00090,066,978trimmed13F
Barclays PLC-280,998862,893trimmed13F
Geode Capital Management, LLC+245,71420,556,572added13F
Ninety One UK Ltd-225,437344,968trimmed13F
Assenagon Asset Management S.A.-217,114784,936trimmed13F
Ofi Invest Asset Management+227,975329,084added13F
Cambridge Investment Research Advisors, Inc.-183,337180,289trimmed13F
DekaBank Deutsche Girozentrale+154,4481,069,808added13F
Amundi-152,6874,655,456trimmed13F
Mitsubishi UFJ Asset Management Co., Ltd.+133,0562,146,752added13F
Dimensional Fund Advisors LP-114,3253,889,092trimmed13F
Bahl & Gaynor LLC-112,878543,245trimmed13F
Cardano Risk Management B.V.+93,537342,741added13F
Natixis-92,29241,149trimmed13F
LBP Am SA-91,51473,384trimmed13F
Alphinity Investment Management Pty Ltd-85,542215,789trimmed13F
KBC Group NV+81,814626,812added13F
Pictet Asset Management Holding SA+79,075834,060added13F
Robeco Institutional Asset Management B.V.+74,758833,498added13F
Principal Financial Group Inc.+65,8151,321,534added13F
AMF Tjanstepension AB+65,262543,339added13F
Commonwealth Equity Services, LLC+59,905404,753added13F
Sumitomo Mitsui Trust Group, Inc.-56,1421,839,623trimmed13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 1 reported a position in Eli Lilly & Co. in a 13F for the quarter ended 30 September 2026, and 15 more in a 13F for an earlier quarter, the latest each has filed. The largest: FMR LLC, 28.5 million shares worth $34.14 billion, 1.5% of its reported book (its 13F for the quarter ended 30 June 2026). In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 245,714 shares, about $283.6 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
FMR LLC28,462,475$34.14 billion1.5%+2,121,444added30 June 2026, an earlier quarter13F
Capital Research Global Investors20,873,140$25.04 billion3.5%-3,759,507trimmed30 June 2026, an earlier quarter13F
Geode Capital Management20,556,572$23.72 billion1.2%+245,714added30 September 202613F
Norges Bank11,471,413$13.76 billion1.4%held30 June 2026, an earlier quarter13F
Citadel Advisors945,456$1.13 billion0.7%+703,742added30 June 2026, an earlier quarter13F
Millennium Management182,678$219.1 million0.2%-93,311trimmed30 June 2026, an earlier quarter13F
Bridgewater Associates87,023$104.4 million0.4%+16,211added30 June 2026, an earlier quarter13F
Two Sigma Investments81,240$97.4 million0.1%+16,690added30 June 2026, an earlier quarter13F
ARK Investment Management77,254$92.7 million0.6%+64,578added30 June 2026, an earlier quarter13F
Dodge & Cox41,258$49.5 million0.0%-754trimmed30 June 2026, an earlier quarter13F
Renaissance Technologies26,091$31.3 million0.0%-45,697trimmed30 June 2026, an earlier quarter13F
Soros Fund Management22,199$26.6 million0.4%no changeheld30 June 2026, an earlier quarter13F
Duquesne Family Office12,380$14.8 million0.3%+12,380new30 June 2026, an earlier quarter13F
Point72 Asset Management10,476$12.6 million0.0%-85,290trimmed30 June 2026, an earlier quarter13F
Alyeska574$688,4730.0%+574new30 June 2026, an earlier quarter13F
Harris Associates431$516,9540.0%-19trimmed30 June 2026, an earlier quarter13F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Lilly Endowment Inc.90,376,97811.46%$108.40 billion100.00%-1,520,00013F
BlackRock, Inc.67,540,4008.57%$81.01 billion1.21%+1,159,55813F
Vanguard Capital Management LLC53,528,8686.79%$64.20 billion1.37%+167,09413F
PNC Financial Services Group, Inc.51,322,7206.51%$61.56 billion30.51%-6,18813F
State Street Corp.36,215,7544.59%$43.44 billion1.29%+605,75213F
FMR LLC28,462,4753.61%$34.14 billion1.48%+2,121,44413F
Capital Research Global Investors20,873,1402.65%$25.04 billion3.49%-3,759,50713F
Vanguard Portfolio Management LLC20,859,2172.65%$25.02 billion1.13%-117,81013F
Geode Capital Management, LLC20,310,8582.58%$24.28 billion1.29%+118,99413F
Morgan Stanley16,226,3982.06%$19.46 billion1.03%+788,94013F
Capital World Investors15,902,6422.02%$19.08 billion2.25%+280,82913F
Price T Rowe Associates Inc.13,911,8391.76%$16.69 billion1.67%-80,38513F
JPMorgan Chase & Co.12,598,5241.60%$15.50 billion0.91%-1,099,96713F
Norges Bank11,471,4131.46%$13.76 billion1.37%13F
Bank of America Corp.11,274,2431.43%$13.52 billion0.87%+148,41113F
Wellington Management Group LLP10,998,9531.40%$13.19 billion2.28%-2,428,10813F
State Farm Mutual Automobile Insurance Co.10,759,1881.36%$12.90 billion8.83%no change13F
Primecap Management Co.9,172,9041.16%$11.00 billion6.51%-50,52813F
Northern Trust Corp.8,796,8661.12%$10.55 billion1.23%-30,69813F
Goldman Sachs Group Inc.7,652,9600.97%$9.18 billion0.96%+1,312,09513F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC7,209,3850.91%$8.65 billion1.58%+137,36413F
Charles Schwab Investment Management Inc.6,001,9550.76%$7.20 billion0.96%+104,50513F
Capital International Investors5,734,7680.73%$6.88 billion1.42%-381,92413F
Jennison Associates LLC5,461,4160.69%$6.55 billion3.93%+400,53813F
Legal & General Group Plc5,145,2290.65%$6.17 billion1.29%-234,13513F
Fisher Asset Management, LLC5,063,5160.64%$6.07 billion1.81%+224,53013F
Nuveen, LLC5,061,5100.64%$6.07 billion1.45%-276,16213F
Amundi4,808,1430.61%$5.77 billion1.39%-246,88213F
Bank of New York Mellon Corp4,783,4590.61%$5.74 billion0.94%-76,94913F
Wells Fargo & Company4,646,1190.59%$5.57 billion0.97%+240,27513F
Vanguard Fiduciary Trust Co.4,592,3110.58%$5.51 billion1.21%-27,17813F
Franklin Resources Inc.4,590,2180.58%$5.51 billion1.20%+118,44013F
Royal Bank of Canada4,358,4010.55%$5.23 billion0.89%+95,87013F
Dimensional Fund Advisors LP4,003,4170.51%$4.80 billion0.87%+107,49213F
Jupiter Topco LLC3,891,1180.49%$4.67 billion1.90%first 13F13F
UBS Group AG3,865,9310.49%$4.64 billion0.74%-177,63713F
Invesco Ltd.3,694,1520.47%$4.43 billion0.35%+239,56713F
Deutsche Bank AG3,379,6270.43%$4.05 billion1.18%-168,14513F
AllianceBernstein L.P.4,261,3850.54%$3.92 billion1.30%-166,37913F
Ameriprise Financial Inc.2,996,6690.38%$3.60 billion0.73%+12,27713F
American Century Companies Inc.2,354,8370.30%$2.82 billion1.25%+508,91513F
Swiss National Bank2,265,1500.29%$2.72 billion1.42%-93,16013F
Victory Capital Management Inc.2,141,4470.27%$2.57 billion1.45%+274,59313F
Mitsubishi UFJ Asset Management Co., Ltd.2,013,6960.26%$2.42 billion1.34%+131,66913F
HSBC Holdings PLC1,988,5950.25%$2.39 billion1.15%+122,90713F
SG Americas Securities, LLC1,983,7080.25%$2.38 billion1.38%+1,331,42713F
Sumitomo Mitsui Trust Group, Inc.1,895,7650.24%$2.27 billion1.30%+120,05813F
Swedbank AB1,781,3100.23%$2.14 billion1.84%+165,00613F
Fifth Third Bancorp1,750,7880.22%$2.10 billion3.40%-212,70213F
Bank of Montreal1,724,7020.22%$2.07 billion0.76%+217,33313F
The 50 largest of the 4,662 funds that reported a position in LLY in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on LLY

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsPuts2,349,200$2.82 billion30 June 202613F
Citadel AdvisorsCalls1,881,500$2.26 billion30 June 202613F
Millennium ManagementPuts459,800$551.5 million30 June 202613F
Millennium ManagementCalls137,400$164.8 million30 June 202613F
Point72 Asset ManagementCalls48,300$57.9 million30 June 202613F
Two Sigma InvestmentsCalls27,200$32.6 million30 June 202613F
Two Sigma InvestmentsPuts23,300$27.9 million30 June 202613F
Point72 Asset ManagementPuts18,100$21.7 million30 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
19 October 202613G/ALilly Endowment, Inc. and 1 other90.1 million9.6%30 September 2026passive, other (13d-1(d))EDGAR
23 July 202613G/ALilly Endowment, Inc. and 1 other90.4 million9.6%30 June 2026passive, other (13d-1(d))EDGAR
1 May 202613GVanguard Capital Management and 1 other61.3 million6.5%31 March 2026passive, institutional (13d-1(b))EDGAR
20 April 202613G/ALilly Endowment, Inc. and 1 other91.9 million9.7%31 March 2026passive, other (13d-1(d))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
23 January 202613G/ALilly Endowment, Inc. and 1 other92.2 million9.8%31 December 2025passive, other (13d-1(d))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
31 August 202685$1,174.61SEC
24 August 20262,914$1,255.40SEC
19 August 2026986$1,225.73SEC
17 August 202678$1,180.16SEC
14 August 20262,681$1,209.00SEC
12 August 2026416$1,215.02SEC
11 August 2026193$1,231.94SEC
10 August 20268,965$1,185.71SEC
7 August 2026270$1,191.94SEC
6 August 2026270$1,169.86SEC
30 July 2026821$1,210.02SEC
29 July 2026984$1,220.66SEC
27 July 2026259$1,196.03SEC
20 July 20262,581$1,179.11SEC
15 July 2026338$1,152.54SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 8,965 on 10 August 2026. A fail is an operational fact about settlement, not a position.