ELI LILLY & CO (LLY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
4,428
Reporting holders
$962.9B
Reported value
81.8%
Of shares outstanding
4.4%
Held as options
+257
Holder change
Institutions report 769,612,710 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 | 1.29% | 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 |
| JPMORGAN CHASE & CO | $16.1B | 12,598,524 | 0.89% | 31q | -8.0%-$1.4B |
| UBS Group AG | $13.8B | 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 | 7,652,960 | 0.88% | 31q | +20.7%+$1.7B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.7B | 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 |
| Sixth Street Partners Management Company, L.P. | $7.2B | 6,001,955 | 0.96% | new | NEW |
| 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 | 4,646,119 | 1.02% | 31q | -47.3%-$5.6B |
| CITADEL ADVISORS LLC | $6.2B | 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 | 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 | 1.40% | 21q | -4.9%-$296.1M |
| Bank of New York Mellon Corp | $5.7B | 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 | 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 | 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 | -49.8%-$3.6B |
| SAPIENT CAPITAL LLC | $3.5B | 2,895,080 | 22.72% | 11q | +100.4%+$1.7B |
| 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 | 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 |
| 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 | 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 | 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 | 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 | 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 |
| California Public Employees Retirement System | $1.7B | 1,440,683 | 0.97% | 31q | -20.6%-$448.6M |
| US BANCORP \DE\ | $1.6B | 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 | 1,143,891 | 0.30% | 31q | -26.8%-$579.7M |
| LPL Financial LLC | $1.5B | 1,274,807 | 0.35% | 31q | +6.5%+$94.2M |
| Corient Private Wealth LP | $1.5B | 2,417,167 | 0.98% | 15q | +269.2%+$1.1B |
| 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 |
| PeakShares LLC | $1.5B | 1,217 | 1.09% | 3q | +7.7%+$104.4M |
| 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 | 496,563 | 0.53% | 31q | -22.1%-$314.3M |
| 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 | -47.2%-$960.9M |
| NEW YORK STATE COMMON RETIREMENT FUND | $1.0B | 865,587 | 1.31% | 31q | -4.9%-$53.3M |
| CTC LLC | $1.0B | 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 | 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 | 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 | options only | 1.26% | 31q | OPTIONS |
| Grantham, Mayo, Van Otterloo & Co. LLC | $892.3M | 743,966 | 2.01% | 31q | -0.8%-$7.0M |
| Public Sector Pension Investment Board | $883.6M | 736,712 | 1.14% | 31q | +76.9%+$384.3M |
| PRUDENTIAL FINANCIAL INC | $880.6M | 734,148 | 0.96% | 34q | HELD |
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 |
|---|---|---|---|
| 2026-07-23 | 13G/A | LILLY ENDOWMENT, INC. | 9.6% |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 4,428 | $962.9B | 769,612,710 | 339 | 1,958 | 1,247 | 4.4% |
| Q1 2026 | 4,171 | $718.7B | 756,131,627 | 158 | 1,672 | 1,442 | 3.2% |
| Q4 2025 | 4,252 | $849.6B | 760,617,038 | 357 | 1,459 | 1,389 | 4.0% |
| Q3 2025 | 3,717 | $598.4B | 749,584,146 | 175 | 1,561 | 1,266 | 4.5% |
| Q2 2025 | 3,680 | $612.5B | 754,920,781 | 157 | 1,550 | 1,223 | 4.0% |
| Q1 2025 | 3,688 | $680.3B | 802,309,221 | 198 | 1,517 | 1,234 | 2.7% |
| Q4 2024 | 3,656 | $594.8B | 746,561,745 | 136 | 1,301 | 1,270 | 3.1% |
| Q3 2024 | 3,411 | $691.4B | 758,874,541 | 174 | 1,337 | 1,145 | 2.8% |
| Q2 2024 | 3,314 | $708.2B | 762,637,088 | 198 | 1,276 | 1,113 | 2.5% |
| Q1 2024 | 3,196 | $626.6B | 787,327,942 | 287 | 1,168 | 1,078 | 2.4% |
| Q4 2023 | 2,999 | $463.0B | 776,749,521 | 175 | 1,025 | 1,034 | 2.2% |
| Q3 2023 | 2,685 | $408.3B | 742,943,406 | 213 | 876 | 977 | 2.2% |
| Q2 2023 | 2,524 | $353.2B | 740,379,045 | 235 | 853 | 884 | 1.9% |
| Q1 2023 | 2,307 | $266.9B | 767,861,689 | 101 | 826 | 809 | 1.4% |
| Q4 2022 | 2,210 | $257.7B | 693,821,657 | 154 | 708 | 738 | 1.7% |
| Q3 2022 | 2,498 | $262.5B | 796,050,251 | 145 | 827 | 838 | 1.9% |
| Q2 2022 | 2,461 | $259.2B | 788,387,200 | 189 | 766 | 835 | 1.4% |
| Q1 2022 | 2,358 | $228.9B | 788,903,427 | 136 | 769 | 773 | 1.3% |
| Q4 2021 | 2,322 | $223.8B | 792,485,250 | 195 | 737 | 622 | 2.3% |
| Q3 2021 | 2,067 | $186.2B | 792,310,180 | 109 | 650 | 721 | 1.7% |
| Q2 2021 | 2,039 | $185.3B | 793,815,418 | 171 | 629 | 674 | 1.7% |
| Q1 2021 | 1,962 | $150.1B | 792,750,998 | 151 | 602 | 718 | 1.4% |
| Q4 2020 | 1,902 | $136.8B | 792,686,675 | 131 | 582 | 615 | 1.5% |
| Q3 2020 | 1,783 | $109.9B | 735,502,328 | 114 | 550 | 612 | 1.0% |
| Q2 2020 | 1,779 | $123.5B | 743,594,089 | 172 | 515 | 639 | 1.2% |
| Q1 2020 | 1,699 | $105.8B | 753,883,777 | 113 | 493 | 638 | 1.2% |
| Q4 2019 | 1,684 | $101.1B | 759,074,441 | 121 | 448 | 513 | 1.3% |
| Q3 2019 | 1,536 | $84.5B | 746,860,706 | 86 | 445 | 573 | 1.1% |
| Q2 2019 | 1,527 | $85.1B | 754,459,190 | 81 | 420 | 607 | 1.7% |
| Q1 2019 | 1,627 | $104.4B | 783,081,273 | 134 | 397 | 729 | 2.7% |
| Q4 2018 | 1,577 | $98.8B | 841,381,546 | 13 | 19 | 32 | 1.6% |