Eli Lilly and Company Ownership | Who Owns Eli Lilly and Company?
Eli Lilly and Company Ownership Summary
Eli Lilly and Company is owned by 86.58% institutional investors, 0.15% insiders, and 13.26% 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 2.85% of its assets in Eli Lilly and Company shares.
LLY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Eli Lilly and Company | 86.58% | 0.15% | 13.26% |
| Sector | Healthcare Stocks | 47.38% | 7.99% | 44.63% |
| Industry | Drug Manufacturers - General Stocks | 55.65% | 0.09% | 44.26% |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2023 | 2,880 | 8.03% | 782,343,820 | -6.87% | 86 | 1.00% | 1,365 | 12.62% | 1,073 | 8.27% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 27.10M | 2.85% | 15.48K |
| Vanguard Institutional 500 Index Trust | 20.66M | 2.18% | -218.83K |
| Vanguard PRIMECAP Inv | 10.66M | 1.12% | -865.08K |
| Fidelity 500 Index | 9.70M | 1.02% | -137.99K |
| SPDR® S&P 500® ETF Trust | 9.56M | 1.01% | -3.54K |
| iShares Core S&P 500 ETF | 8.78M | 0.93% | 13.51K |
| Vanguard Growth Index Investor | 8.48M | 0.89% | -50.63K |
| 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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools