Eli Lilly and Company Ownership | Who Owns Eli Lilly and Company?
Eli Lilly and Company Ownership Summary
Eli Lilly and Company is owned by 86.31% institutional investors, 0.15% insiders, and 13.54% retail investors. Lilly endowment is the largest institutional shareholder, holding 10.81% of LLY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.84% of its assets in Eli Lilly and Company shares.
LLY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Eli Lilly and Company | 86.31% | 0.15% | 13.54% |
| Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
| Industry | Drug Manufacturers - General Stocks | 56.05% | 0.09% | 43.86% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Lilly endowment | 97.37M | 10.81% | $88.15B |
| Vanguard group | 73.86M | 8.20% | $66.87B |
| Blackrock | 65.86M | 7.31% | $59.62B |
| Pnc financial services group | 51.40M | 5.71% | $46.54B |
| State street | 33.88M | 3.76% | $30.67B |
| Fmr | 33.49M | 3.72% | $30.32B |
| Capital world investors | 21.81M | 2.42% | $19.75B |
| Price t rowe associates inc /md/ | 20.65M | 2.29% | $18.70B |
| Primecap management co/ca/ | 19.62M | 2.18% | $17.76B |
| Jpmorgan chase | 18.84M | 2.09% | $17.06B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Lilly endowment | 97.37M | 100.00% | $88.15B |
| Indie asset partners | 60.70K | 43.76% | $54.95M |
| Private capital advisors | 433.31K | 43.69% | $392.31M |
| Pnc financial services group | 51.40M | 30.99% | $46.54B |
| Holistic financial partners | 68.02K | 30.90% | $61.58M |
| Williamson legacy group | 42.98K | 28.95% | $38.91M |
| Goelzer investment management | 568.33K | 28.79% | $514.55M |
| Cascade financial partners | 234.10K | 27.86% | $211.95M |
| Weatherly asset management l. p. | 296.02K | 24.54% | $268.01M |
| Sapient capital | 1.18M | 22.32% | $1.07B |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 11.00M | 1.49% | 11.00M |
| Ubs asset management americas | 5.96M | 1.55% | 1.34M |
| Vanguard group | 73.86M | 1.28% | 1.11M |
| Capital research global investors | 9.12M | 1.81% | 1.09M |
| Morgan stanley | 13.72M | 0.96% | 652.44K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 21.81M | 3.22% | -2.72M |
| Primecap management co/ca/ | 19.62M | 12.86% | -1.64M |
| Lilly endowment | 97.37M | 100.00% | -1.53M |
| Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 1.97M | 1.83% | -1.12M |
| Fmr | 33.49M | 1.94% | -594.46K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 11.00M | 1.49% | 11.00M | $9.96B |
| Corebridge financial | 219.57K | 1.09% | 219.57K | $198.79M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 169.71K | 1.73% | 169.71K | $153.66M |
| Mirae asset global etfs | 72.63K | 0.16% | 72.63K | $65.76M |
| J. safra sarasin | 70.92K | 1.17% | 70.92K | $64.11M |
Sold Out
| Holder | Change |
|---|---|
| Esl trust services | -4.00 |
| Perritt capital management | -7.00 |
| Tfo-tdc | -8.00 |
| Belmont capital | -10.00 |
| Signature resources capital management | -10.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 3,681 | 1.69% | 777,644,480 | -0.38% | 86 | 1.15% | 1,755 | 0.06% | 1,361 | 3.34% |
| Jun 30, 2024 | 3,554 | 0.51% | 779,947,115 | 1.20% | 86 | 1.18% | 1,720 | -0.06% | 1,296 | 0.86% |
| Mar 31, 2024 | 3,536 | 6.09% | 770,710,080 | -1.59% | 85 | 1.26% | 1,721 | 6.50% | 1,285 | 4.47% |
| Dec 31, 2023 | 3,333 | 9.67% | 783,143,542 | 1.31% | 82 | 1.12% | 1,616 | 19.62% | 1,230 | 4.24% |
| Sep 30, 2023 | 3,039 | 5.52% | 773,022,522 | -1.19% | 85 | 1.14% | 1,351 | -1.03% | 1,180 | 9.97% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 27.00M | 2.84% | -95.92K |
| Vanguard Institutional 500 Index Trust | 20.91M | 2.20% | 244.07K |
| Vanguard PRIMECAP Inv | 10.66M | 1.12% | -865.08K |
| SPDR® S&P 500® ETF Trust | 9.68M | 1.08% | -53.82K |
| Fidelity 500 Index | 9.70M | 1.02% | -137.99K |
| iShares Core S&P 500 ETF | 8.90M | 0.99% | 27.55K |
| Vanguard Growth Index Investor | 8.53M | 0.90% | 53.19K |
| American Funds Growth Fund of Amer A | 7.38M | 0.82% | -560.57K |
| Capital Group Growth Fnd of Amer Comp | 7.38M | 0.82% | -560.57K |
| American Funds Washington Mutual A | 6.02M | 0.67% | -146.40K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 08, 2024 | Zakrowski Donald A | SVP, Finance, & CAO | Sell | $723.04K |
| Sep 03, 2024 | LILLY ENDOWMENT INC | - | Sell | $948.82K |
| Sep 03, 2024 | LILLY ENDOWMENT INC | - | Sell | $15.64M |
| Sep 03, 2024 | LILLY ENDOWMENT INC | - | Sell | $5.15M |
| Sep 03, 2024 | LILLY ENDOWMENT INC | - | Sell | $1.55M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2027 Q1 | - | - |
| 2026 Q4 | - | - |
| 2024 Q3 | - | 43 |
| 2024 Q2 | - | 119 |
| 2024 Q1 | - | 82 |
LLY Ownership FAQ
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