Eli Lilly

LLY • NYSE

Eli Lilly is a drug manufacturers - general company in the healthcare sector on NYSE, led by David A. Ricks, with a market cap of $924.53B. As of Q3 2025, 85% of shares are held by 3,801 institutional investors, with LILLY ENDOWMENT INC as the largest holder at 10.65%.

CEODavid A. Ricks

Market Cap$924.53B

Drug Manufacturers - General

Healthcare

Employees43.0K

Websitelilly.com

Country

United States of America

Overview

Overview of institutional ownership in LLY as of Q3 2025 with a market cap of $684.00B

All Institutions

Institutions: 3,801
Value Held: $579.36B
Shares Held: 759.8M
Avg Position: $152.4M
Median Position: $1.9M

Hedge Funds

Hedge Funds: 141
Value Held: $5.3B
Shares Held: 7.2M
Avg Position: $37.7M
Median Position: $5.4M

Ownership Breakdown

Institutional (non-HF)

83.93%

$574.05B

Hedge Funds

0.776%

$5.3B

Retail & Other

15.3%

$104.64B

Based on market cap of $684.00B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in LLY as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LILLY ENDOWMENT INC Institution	-	$72.9B 100.00% of portfolio	10.65% 95.5M shares	≤ Q2 2013 Held for 12y 6m+	$72.9B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$61.8B 0.92% of portfolio	9.03% 81.0M shares	≤ Q2 2013 Held for 12y 6m+	$6.69T
BlackRock, Inc. Institution	Laurence D. Fink CEO	$50.2B 0.89% of portfolio	7.34% 65.8M shares	≤ Q2 2013 Held for 12y 6m+	$5.67T
PNC FINANCIAL SERVICES GROUP, INC. Institution	William S. Demchak CEO	$39.2B 23.78% of portfolio	5.73% 51.4M shares	≤ Q2 2013 Held for 12y 6m+	$164.84B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$26.5B 0.92% of portfolio	3.87% 34.7M shares	≤ Q2 2013 Held for 12y 6m+	$2.88T
Capital Research Global Investors RIA/Wealth	Maria Alejandra Herrera CIO	$19.1B 3.60% of portfolio	2.80% 25.1M shares	Q2 2022 Held for 3y 6m	$532.36B
FMR LLC Institution	-	$18.4B 0.96% of portfolio	2.70% 24.2M shares	≤ Q2 2013 Held for 12y 6m+	$1.92T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$15.1B 0.96% of portfolio	2.21% 19.8M shares	≤ Q2 2013 Held for 12y 6m+	$1.57T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$11.6B 0.70% of portfolio	1.69% 15.2M shares	≤ Q2 2013 Held for 12y 6m+	$1.65T
C Capital World Investors Institution	-	$11.4B 1.56% of portfolio	1.67% 15.0M shares	Q4 2017 Held for 8 years	$730.00B

Net Capital Flow

Institutional buying and selling activity for LLY in Q3 2025

Traded: −$4.8B
Buyers: 1,954
Sellers: 1,582
Total Bought: +$18.8B
Total Sold: −$23.6B
Avg Position: $146.4M

Biggest Buyers

Institution	Net Bought	Current Position
Capital Research Global Investors RIA/Wealth	+$3.3B +4.3M shares	$19.1B 25.1M shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$1.3B +1.7M shares	$15.1B 19.8M shares
GOLDMAN SACHS GROUP INC Institution	+$880.1M +1.2M shares	$5.1B 6.7M shares
A Amundi Institution	+$815.1M +964.7K shares	$3.8B 4.5M shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	+$500.5M +744.9K shares	$1.6B 2.3M shares
C Capital International Investors Institution	+$441.9M +579.4K shares	$7.6B 10.0M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$438.1M +574.2K shares	$11.1B 14.6M shares
VANGUARD GROUP INC Institution	+$420.9M +551.7K shares	$61.8B 81.0M shares
S Swedbank AB Institution	+$316.1M +414.3K shares	$1.2B 1.6M shares
J JANE STREET GROUP, LLC Institution	+$253.5M +332.2K shares	$303.0M 397.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$2.6B −3.4M shares	$10.3B 13.5M shares
C Capital World Investors Institution	−$2.0B −2.7M shares	$11.4B 15.0M shares
JPMORGAN CHASE & CO Institution	−$1.7B −2.2M shares	$7.8B 10.3M shares
TIGER GLOBAL MANAGEMENT LLC Hedge Fund•Long/Short	−$1.2B −1.5M shares	Sold Off 0 shares
FMR LLC Institution	−$1.1B −1.5M shares	$18.4B 24.2M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$1.1B −1.4M shares	$4.9B 6.4M shares
PRIMECAP MANAGEMENT CO/CA/ Long Only Manager	−$1.0B −1.4M shares	$8.2B 10.8M shares
JENNISON ASSOCIATES LLC Long Only Manager	−$954.6M −1.3M shares	$3.2B 4.2M shares
A Assenagon Asset Management S.A. Institution	−$692.9M −908.1K shares	$437.2M 572.9K shares
Marshall Wace LLP Institution	−$586.5M −768.6K shares	$124.4M 163.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited LLY in Q3 2025

New Positions: 75
New Value: $360.7M
Exited Positions: 155
Exited Value: $2.7B

New Positions

Institution	Position Value
SUSQUEHANNA ADVISORS GROUP, INC. Private Equity	$130.6M 171.2K shares
I Ilex Capital Partners LLP Institution	$54.0M 70.7K shares
Iron Triangle Partners LP Hedge Fund•Long/Short	$37.8M 49.6K shares
N Nearwater Capital Markets, Ltd Institution	$35.7M 46.8K shares
Richard C. Young & CO., LTD. RIA/Wealth	$13.9M 18.2K shares
V VIKING FUND MANAGEMENT LLC Institution	$8.4M 11.0K shares
A Archon Partners LLC Hedge Fund•Long/Short	$6.9M 9.0K shares
A Act Two Investors LLC RIA/Wealth	$6.4M 8.4K shares
Mivtachim The Workers Social Insurance Fund Ltd. Private Equity	$6.1M 8.0K shares
Concord Investment Counsel Inc. RIA/Wealth	$4.4M 5.8K shares

Exited Positions

Institution	Previous Position
TIGER GLOBAL MANAGEMENT LLC Hedge Fund•Long/Short	$1.2B 1.5M shares
VIKING GLOBAL INVESTORS LP Hedge Fund•Long/Short	$325.0M 416.9K shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	$248.9M 319.3K shares
S Styrax Capital, LP Hedge Fund•Long/Short	$113.4M 145.4K shares
C COATUE MANAGEMENT LLC Hedge Fund•Multi-Strategy	$91.5M 117.4K shares
D Duquesne Family Office LLC Institution	$78.5M 100.7K shares
S Sofinnova Ventures Inc Venture Capital	$75.6M 97.0K shares
Junto Capital Management LP Hedge Fund•Long/Short	$48.3M 62.0K shares
M MAVERICK CAPITAL LTD Hedge Fund•Long/Short	$45.9M 58.9K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$45.4M 58.2K shares

Options Activity

Institutions with the largest Call and Put options positions in LLY as of Q3 2025

Call Positions: 80
Call Value: $10.8B
Put Positions: 90
Put Value: $12.2B

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.7B 48.7K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.8B 23.3K contracts
J JANE STREET GROUP, LLC Institution	$1.6B 21.1K contracts
W WOLVERINE TRADING, LLC Institution	$665.8M 9.2K contracts
GOLDMAN SACHS GROUP INC Institution	$633.0M 8.3K contracts
D D. E. Shaw & Co., Inc. Institution	$238.7M 3.1K contracts
UBS Group AG Institution	$217.9M 2.9K contracts
P PEAK6 LLC Institution	$207.0M 2.7K contracts
BANK OF AMERICA CORP /DE/ Institution	$178.2M 2.3K contracts
Aptus Capital Advisors, LLC ETF Provider	$152.6M 2.0K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.9B 38.4K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.7B 22.3K contracts
J JANE STREET GROUP, LLC Institution	$1.1B 15.0K contracts
W WOLVERINE TRADING, LLC Institution	$675.6M 9.3K contracts
WELLS FARGO & COMPANY/MN Institution	$498.8M 6.5K contracts
D D. E. Shaw & Co., Inc. Institution	$478.3M 6.3K contracts
GOLDMAN SACHS GROUP INC Institution	$444.9M 5.8K contracts
BANK OF AMERICA CORP /DE/ Institution	$356.9M 4.7K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$329.2M 4.3K contracts
UBS Group AG Institution	$300.9M 3.9K contracts

Most Committed Institutions

Institutions with LLY as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
L LILLY ENDOWMENT INC Institution	-	100.00% $72.9B	10.65% 95.5M shares	≤ Q2 2013 Held for 12y 6m+	$72.9B
P Private Capital Advisors, Inc. RIA/Wealth	Matthew Chase Andrews President	36.95% $330.9M	0.05% 433.6K shares	Q2 2016 Held for 9y 6m	$895.5M
Bedel Financial Consulting, Inc. RIA/Wealth	Elaine Ethel Kops-Bedel CEO	32.04% $250.6M	0.04% 328.5K shares	Q1 2019 Held for 6y 9m	$782.3M
PNC FINANCIAL SERVICES GROUP, INC. Institution	William S. Demchak CEO	23.78% $39.2B	5.73% 51.4M shares	≤ Q2 2013 Held for 12y 6m+	$164.84B
Goelzer Investment Management, Inc. RIA/Wealth	Gregory William Goelzer CEO	22.49% $415.4M	0.06% 544.5K shares	Q1 2013 Held for 12y 9m	$1.8B
Holistic Financial Partners RIA/Wealth	Andy John Armstrong CCO	21.28% $52.0M	0.01% 68.1K shares	Q4 2017 Held for 8 years	$244.2M
Cascade Financial Partners, LLC RIA/Wealth	Jeffrey Scott Mcculloch Managing Partner	20.71% $180.6M	0.03% 236.7K shares	Q1 2024 Held for 1y 9m	$872.3M
Elser Financial Planning, Inc RIA/Wealth	Susan Christine Elser President	19.61% $16.3M	0.00% 19.8K shares	Q2 2024 Held for 1y 6m	$83.0M
WEATHERLY ASSET MANAGEMENT L. P. RIA/Wealth	Brenton Boyle Armstrong Partner	17.93% $217.7M	0.03% 285.3K shares	≤ Q2 2013 Held for 12y 6m+	$1.2B
SAPIENT CAPITAL LLC RIA/Wealth	Karim Michael Khairallah CEO	16.53% $1.1B	0.16% 1.5M shares	Q4 2023 Held for 2 years	$6.5B

Hedge Fund Spotlight

Discover hedge funds investing in LLY

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerJohn Mihn Soo Liew

Portfolio Value: $156.17B
Positions: 3,454
Last Reported: Q3 2025

Sector Allocation

Position in Eli Lilly

Market Value: $330.8M
Shares Held: 451.2K
Portfolio Weight: 0.21%
Owned Since: 2013-Q2

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