Who owns LLY (LLY)
Which tracked institutional funds hold LLY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LLY company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on LLY is one-sided between 2025-Q4 and 2026-Q1: 629 added or opened and 2092 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LLY’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 1.1% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LLY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 4327 tracked filers holding LLY, 2253 increased or opened the position and 1941 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LLY between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 145
- VANGUARD CAPITAL MANAGEMENT LLC$49.1B
- VANGUARD PORTFOLIO MANAGEMENT LLC$19.3B
- VANGUARD FIDUCIARY TRUST CO$4.2B
- Vanguard Global Advisers, LLC$1.6B
- VANGUARD ASSET MANAGEMENT, Ltd$1.3B
- CIBC Bancorp USA Inc.$832M
Full exits 150
- VANGUARD GROUP INC$88.1B
- COMERICA BANK$1.6B
- CIBC Private Wealth Group LLC$819M
- Castle Hook Partners LP$412M
- Skandinaviska Enskilda Banken AB (publ)$374M
- Systematic Alpha Investments, LLC$300M
Largest adds
- PRICE T ROWE ASSOCIATES INC /MD/$12.9B
- FIFTH THIRD BANCORP$1.3B
- BNP PARIBAS ASSET MANAGEMENT Holding S.A.$1.1B
- Assenagon Asset Management S.A.$1.1B
- T. Rowe Price Investment Management, Inc.$943M
- BESSEMER GROUP INC$791M
Largest trims
- LILLY ENDOWMENT INC$14.6B
- BlackRock, Inc.$11.0B
- PNC FINANCIAL SERVICES GROUP, INC.$8.0B
- STATE STREET CORP$5.2B
- Capital International Investors$5.0B
- NORGES BANK$3.9B
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LILLY ENDOWMENT INC trimmed | 91,896,978 | $84.5B | 11.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 66,093,477 | $60.8B | 8.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 53,361,774 | $49.1B | 6.8% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 51,328,908 | $47.2B | 6.6% | 2026-Q1 |
| STATE STREET CORP added | 35,610,002 | $32.8B | 4.6% | 2026-Q1 |
| FMR LLC added | 26,341,031 | $24.2B | 3.4% | 2026-Q1 |
| Capital Research Global Investors added | 24,632,647 | $22.7B | 3.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 20,977,027 | $19.3B | 2.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 20,191,864 | $18.5B | 2.6% | 2026-Q1 |
| Capital World Investors added | 15,621,813 | $14.4B | 2.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 15,437,458 | $14.2B | 2.0% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 13,992,224 | $12.9B | 1.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 13,427,061 | $12.3B | 1.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 13,698,491 | $12.1B | 1.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 11,125,832 | $10.2B | 1.4% | 2026-Q1 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO trimmed | 10,759,188 | $9.9B | 1.4% | 2026-Q1 |
| NORGES BANK trimmed | 10,995,346 | $9.1B | 1.3% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 9,223,432 | $8.5B | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 8,827,564 | $8.1B | 1.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 7,072,021 | $6.5B | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 6,340,865 | $5.8B | 0.8% | 2026-Q1 |
| Capital International Investors trimmed | 6,116,692 | $5.6B | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 5,897,450 | $5.4B | 0.8% | 2026-Q1 |
| Legal & General Group Plc added | 5,379,364 | $4.9B | 0.7% | 2026-Q1 |
| Nuveen, LLC trimmed | 5,337,672 | $4.9B | 0.7% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 4,427,764 | $4.8B | 0.7% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 5,060,878 | $4.7B | 0.6% | 2026-Q1 |
| Amundi added | 5,055,025 | $4.6B | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 4,860,408 | $4.5B | 0.6% | 2026-Q1 |
| Fisher Asset Management, LLC added | 4,838,986 | $4.5B | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 4,619,489 | $4.2B | 0.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 4,471,778 | $4.1B | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 4,405,844 | $4.1B | 0.6% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 4,347,394 | $4.0B | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 4,262,531 | $3.9B | 0.5% | 2026-Q1 |
| UBS Group AG added | 4,043,568 | $3.7B | 0.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,895,925 | $3.6B | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 3,547,772 | $3.3B | 0.5% | 2026-Q1 |
| Invesco Ltd. added | 3,431,440 | $3.2B | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,984,392 | $2.7B | 0.4% | 2026-Q1 |
| Swiss National Bank added | 2,358,310 | $2.2B | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 1,963,490 | $1.8B | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,882,027 | $1.7B | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,866,854 | $1.7B | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 1,865,688 | $1.7B | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,845,922 | $1.7B | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 1,814,693 | $1.7B | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,775,707 | $1.6B | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,735,228 | $1.6B | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 1,732,649 | $1.6B | 0.2% | 2026-Q1 |
| National Pension Service added | 1,661,226 | $1.5B | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,625,655 | $1.5B | 0.2% | 2026-Q1 |
| Swedbank AB trimmed | 1,616,304 | $1.5B | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 1,563,625 | $1.4B | 0.2% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 1,550,234 | $1.4B | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 1,507,369 | $1.4B | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 1,447,591 | $1.3B | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 1,447,173 | $1.3B | 0.2% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 1,461,892 | $1.3B | 0.2% | 2026-Q1 |
| SAPIENT CAPITAL LLC trimmed | 1,444,355 | $1.3B | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 1,389,900 | $1.3B | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,358,698 | $1.2B | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 1,357,610 | $1.2B | 0.2% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 1,263,243 | $1.2B | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,226,699 | $1.1B | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,214,622 | $1.1B | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 1,196,696 | $1.1B | 0.2% | 2026-Q1 |
| TD Asset Management Inc added | 1,190,111 | $1.1B | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,175,177 | $1.1B | 0.2% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 1,169,027 | $1.1B | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 1,157,476 | $1.1B | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 1,134,683 | $1.0B | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 1,091,983 | $1.0B | 0.1% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 1,026,556 | $944M | 0.1% | 2026-Q1 |
| APG Asset Management N.V. added | 1,161,712 | $927M | 0.1% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 956,817 | $880M | 0.1% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 943,976 | $868M | 0.1% | 2026-Q1 |
| PARNASSUS INVESTMENTS, LLC trimmed | 935,462 | $860M | 0.1% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 915,360 | $848M | 0.1% | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 914,557 | $841M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 909,987 | $837M | 0.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 904,660 | $832M | 0.1% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich added | 885,763 | $809M | 0.1% | 2026-Q1 |
| BESSEMER GROUP INC added | 860,704 | $792M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 854,832 | $785M | 0.1% | 2026-Q1 |
| Ensign Peak Advisors, Inc added | 848,203 | $780M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 825,867 | $760M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 789,744 | $720M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 780,730 | $718M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 779,157 | $717M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 767,347 | $706M | 0.1% | 2026-Q1 |
| DANSKE BANK A/S added | 760,386 | $699M | 0.1% | 2026-Q1 |
| Winslow Capital Management, LLC added | 757,586 | $697M | 0.1% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 749,815 | $690M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 732,549 | $674M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 731,555 | $673M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 81,960,390 | $88.1B | 12.2% | 2025-Q4 stale |
| COMERICA BANK trimmed | 1,485,360 | $1.6B | 0.2% | 2025-Q4 stale |
| TIGER GLOBAL MANAGEMENT LLC added | 1,511,160 | $1.2B | 0.2% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC added | 762,246 | $819M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.