LLY Institutional Ownership
Eli Lilly and Company
1W: +3.1%
1M: +8.1%
3M: +4.8%
YTD: +18.6%
1Y: +56.0%
3Y: +120.0%
5Y: +457.4%
$1,281.91
+2.77 (+0.22%)
After Hours: $1282.55 (+0.64, +0.05%)
Weekly Expected Move ±4.4%
$1162
$1218
$1273
$1329
$1385
Credit Risk of going bust: lower than 84% of companies Debt: 4.4% of company value Bonds: $1.28B held by 465 funds, 44 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $5.05 (down 99.6%), Eli Lilly and Company would be worth roughly what it owes.
Total debt $54.91B against a stock market value of $1.20T.
Distance to default 10.86 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $30.98B (short-term plus half of long-term), stock volatility 34.6%; Altman Z 8.56. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $5.05 (down 99.6%), Eli Lilly and Company would be worth roughly what it owes.
Total debt $54.91B against a stock market value of $1.20T.
Distance to default 10.86 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $30.98B (short-term plus half of long-term), stock volatility 34.6%; Altman Z 8.56. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — LLY
4,770
Institutional Holders
+126 vs prior quarter
0.0%
Ownership
+0.00pp
$925B
Total Invested
418
New Positions
2223
Increased
1595
Reduced
103
Closed
1.16
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4913 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LILLY ENDOWMENT INC | 90,376,978 | $115.6B | -1,520,000 | -1.7% | 15Q | SEC ↗ |
| 2 | BlackRock, Inc. | 67,540,400 | $86.4B | +1,159,558 | +1.7% | 8Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 53,528,868 | $68.5B | +167,094 | +0.3% | 2Q | SEC ↗ |
| 4 | PNC Financial Services Group, Inc. | 51,322,720 | $65.6B | -6,188 | -0.0% | 15Q | SEC ↗ |
| 5 | STATE STREET CORP | 36,215,754 | $46.3B | +605,752 | +1.7% | 46Q | SEC ↗ |
| 6 | FMR LLC | 28,462,475 | $36.4B | +2,121,444 | +8.1% | 110Q | SEC ↗ |
| 7 | Capital Research Global Investors | 20,873,140 | $26.7B | -3,759,507 | -15.3% | 20Q | SEC ↗ |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 20,859,217 | $26.7B | -117,810 | -0.6% | 2Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 20,310,858 | $26.0B | +118,994 | +0.6% | 92Q | SEC ↗ |
| 10 | MORGAN STANLEY | 16,226,398 | $20.8B | +788,940 | +5.1% | 60Q | SEC ↗ |
| 11 | Capital World Investors | 15,902,642 | $20.3B | +280,829 | +1.8% | 35Q | SEC ↗ |
| 12 | PRICE T ROWE ASSOCIATES INC /MD | 13,911,839 | $17.8B | -80,385 | -0.6% | 16Q | SEC ↗ |
| 13 | JPMORGAN CHASE & CO | 12,598,524 | $16.1B | -1,099,967 | -8.0% | 103Q | SEC ↗ |
| 14 | NORGES BANK NEW | 11,471,413 | $14.7B | — | +0.0% | 1Q | SEC ↗ |
| 15 | BANK OF AMERICA CORP /DE | 11,274,243 | $14.4B | +148,411 | +1.3% | 15Q | SEC ↗ |
| 16 | WELLINGTON MANAGEMENT GROUP LLP | 10,998,953 | $14.1B | -2,428,108 | -18.1% | 83Q | SEC ↗ |
| 17 | STATE FARM MUTUAL AUTOMOBILE INSURANCE | 10,759,188 | $13.8B | — | +0.0% | 26Q | SEC ↗ |
| 18 | PRIMECAP MANAGEMENT CO/CA | 9,172,904 | $11.7B | -50,528 | -0.5% | 15Q | SEC ↗ |
| 19 | NORTHERN TRUST CORP | 8,796,866 | $11.3B | -30,698 | -0.3% | 110Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 7,652,960 | $9.8B | +1,312,095 | +20.7% | 15Q | SEC ↗ |
| 21 | UBS AM, a distinct business unit of UB | 7,209,385 | $9.2B | +137,364 | +1.9% | 63Q | SEC ↗ |
| 22 | Sixth Street Partners Management Compa NEW | 6,001,955 | $7.7B | — | +0.0% | 1Q | SEC ↗ |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 6,001,955 | $7.7B | +104,505 | +1.8% | 15Q | SEC ↗ |
| 24 | Capital International Investors | 5,734,768 | $7.3B | -381,924 | -6.2% | 47Q | SEC ↗ |
| 25 | JENNISON ASSOCIATES LLC | 5,461,416 | $7.0B | +400,538 | +7.9% | 47Q | SEC ↗ |
| 26 | Legal & General Group Plc | 5,145,229 | $6.6B | -234,135 | -4.4% | 27Q | SEC ↗ |
| 27 | Fisher Asset Management, LLC | 5,063,516 | $6.5B | +224,530 | +4.6% | 51Q | SEC ↗ |
| 28 | Nuveen, LLC | 5,061,510 | $6.5B | -276,162 | -5.2% | 6Q | SEC ↗ |
| 29 | Amundi | 4,808,143 | $6.2B | -246,882 | -4.9% | 21Q | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 4,783,459 | $6.1B | -76,949 | -1.6% | 76Q | SEC ↗ |
| 31 | WELLS FARGO & COMPANY/MN | 4,646,119 | $5.9B | +240,275 | +5.5% | 110Q | SEC ↗ |
| 32 | VANGUARD FIDUCIARY TRUST CO | 4,592,311 | $5.9B | -27,178 | -0.6% | 2Q | SEC ↗ |
| 33 | FRANKLIN RESOURCES INC | 4,590,218 | $5.9B | +118,440 | +2.6% | 22Q | SEC ↗ |
| 34 | ROYAL BANK OF CANADA | 4,358,401 | $5.6B | +95,870 | +2.2% | 87Q | SEC ↗ |
| 35 | JANUS HENDERSON GROUP PLC | 4,347,394 | $5.6B | -94,583 | -2.1% | 90Q | SEC ↗ |
| 36 | ALLIANCEBERNSTEIN L.P. | 4,261,385 | $5.5B | -166,379 | -3.8% | 63Q | SEC ↗ |
| 37 | DIMENSIONAL FUND ADVISORS LP | 4,003,417 | $5.1B | +107,492 | +2.8% | 102Q | SEC ↗ |
| 38 | Jupiter Topco LLC NEW | 3,891,118 | $5.0B | — | +0.0% | 1Q | SEC ↗ |
| 39 | UBS Group AG | 3,865,931 | $4.9B | -177,637 | -4.4% | 47Q | SEC ↗ |
| 40 | Invesco Ltd. | 3,694,152 | $4.7B | +239,567 | +6.9% | 72Q | SEC ↗ |
| 41 | DEUTSCHE BANK AG | 3,379,627 | $4.3B | -168,145 | -4.7% | 52Q | SEC ↗ |
| 42 | AMERIPRISE FINANCIAL INC | 2,996,669 | $3.8B | +12,277 | +0.4% | 16Q | SEC ↗ |
| 43 | AMERICAN CENTURY COMPANIES INC | 2,354,837 | $3.0B | +508,915 | +27.6% | 15Q | SEC ↗ |
| 44 | Swiss National Bank | 2,265,150 | $2.9B | -93,160 | -4.0% | 53Q | SEC ↗ |
| 45 | VICTORY CAPITAL MANAGEMENT INC | 2,141,447 | $2.7B | +274,593 | +14.7% | 49Q | SEC ↗ |
| 46 | Mitsubishi UFJ Asset Management Co., L | 2,013,696 | $2.6B | +131,669 | +7.0% | 69Q | SEC ↗ |
| 47 | HSBC HOLDINGS PLC | 1,988,595 | $2.5B | +122,907 | +6.6% | 110Q | SEC ↗ |
| 48 | SG Americas Securities, LLC | 1,983,708 | $2.5B | +1,331,427 | +204.1% | 87Q | SEC ↗ |
| 49 | Sumitomo Mitsui Trust Group, Inc. | 1,895,765 | $2.4B | +120,058 | +6.8% | 61Q | SEC ↗ |
| 50 | Swedbank AB | 1,781,310 | $2.3B | +165,006 | +10.2% | 22Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 11,471,413 | $14.7B |
| Sixth Street Partners Management Co | 6,001,955 | $7.7B |
| Jupiter Topco LLC | 3,891,118 | $5.0B |
| Castle Hook Partners LP | 465,187 | $595M |
| Nykredit A/S | 327,588 | $419M |
| Alphinity Investment Management Pty | 301,331 | $385M |
| Systematic Alpha Investments, LLC | 279,303 | $357M |
| RASP WEALTH SOLUTIONS, LLC | 169,743 | $217M |
| MEITAV INVESTMENT HOUSE LTD | 119,333 | $153M |
| Kinetic Partners Management, LP | 112,720 | $144M |
| MARSICO CAPITAL MANAGEMENT LLC | 91,428 | $117M |
| OSSIAM | 90,300 | $116M |
| O'Neil Global Advisors, Inc. | 79,678 | $102M |
| GLENVIEW CAPITAL MANAGEMENT, LLC | 57,771 | $74M |
| Loftus Peak Pty Ltd | 45,587 | $58M |
| Rheos Capital Works Inc. | 35,000 | $45M |
| Evelyn Partners Group Ltd | 30,954 | $40M |
| Global Retirement Partners, LLC | 30,536 | $39M |
| J.W. COLE ADVISORS, INC. | 30,412 | $39M |
| SEGALL BRYANT & HAMILL, LLC | 28,354 | $36M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Skandinaviska Enskilda Banken AB (p | 347,671 | $445M |
| Burkehill Global Management, LP | 145,000 | $185M |
| Private Advisor Group, LLC | 86,496 | $111M |
| SYQUANT CAPITAL SAS | 71,000 | $91M |
| Sofinnova Investments, Inc. | 61,652 | $79M |
| Ilex Capital Partners (UK) LLP | 59,771 | $76M |
| FengHe Fund Management Pte. Ltd. | 51,300 | $66M |
| Nearwater Capital Markets, Ltd | 40,000 | $51M |
| Artia Global Partners LP | 38,220 | $49M |
| Spear Holdings RSC Ltd | 37,681 | $48M |
| PBCay One RSC Ltd | 37,681 | $48M |
| ODDO BHF ASSET MANAGEMENT SAS | 34,349 | $44M |
| Aquatic Capital Management LLC | 33,853 | $43M |
| STEADFAST CAPITAL MANAGEMENT LP | 33,000 | $42M |
| Davern Capital Partners, LP | 27,279 | $35M |
| Catalio Capital Management, LP | 25,923 | $33M |
| Alberta Investment Management Corp | 21,250 | $27M |
| J. Goldman & Co LP | 21,180 | $27M |
| Revere Asset Management, Inc | 20,438 | $26M |
| BlueCrest Capital Management Ltd | 19,635 | $25M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +2,121,444 | +8.1% | 28,462,475 |
| SG Americas Securities, LLC | +1,331,427 | +204.1% | 1,983,708 |
| GOLDMAN SACHS GROUP INC | +1,312,095 | +20.7% | 7,652,960 |
| BlackRock, Inc. | +1,159,558 | +1.7% | 67,540,400 |
| MORGAN STANLEY | +788,940 | +5.1% | 16,226,398 |
| CITADEL ADVISORS LLC | +703,742 | +291.1% | 945,456 |
| STATE STREET CORP | +605,752 | +1.7% | 36,215,754 |
| AMERICAN CENTURY COMPANIES INC | +508,915 | +27.6% | 2,354,837 |
| JENNISON ASSOCIATES LLC | +400,538 | +7.9% | 5,461,416 |
| NOMURA ASSET MANAGEMENT INTERNATION | +381,389 | +263.4% | 526,202 |
| JANE STREET GROUP, LLC | +342,455 | +295.6% | 458,318 |
| 1832 Asset Management L.P. | +296,013 | +293.2% | 396,979 |
| AGF MANAGEMENT LTD | +284,422 | +104.5% | 556,470 |
| Capital World Investors | +280,829 | +1.8% | 15,902,642 |
| VICTORY CAPITAL MANAGEMENT INC | +274,593 | +14.7% | 2,141,447 |
| CANADA PENSION PLAN INVESTMENT BOAR | +267,479 | +18.5% | 1,715,070 |
| WELLS FARGO & COMPANY/MN | +240,275 | +5.5% | 4,646,119 |
| Invesco Ltd. | +239,567 | +6.9% | 3,694,152 |
| Fisher Asset Management, LLC | +224,530 | +4.6% | 5,063,516 |
| BANK OF MONTREAL /CAN | +217,333 | +14.4% | 1,724,702 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Capital Research Global Investors | -3,759,507 | -15.3% | 20,873,140 |
| WELLINGTON MANAGEMENT GROUP LLP | -2,428,108 | -18.1% | 10,998,953 |
| LILLY ENDOWMENT INC | -1,520,000 | -1.7% | 90,376,978 |
| JPMORGAN CHASE & CO | -1,099,967 | -8.0% | 12,598,524 |
| DIAMANT ASSET MANAGEMENT, INC. | -1,069,448 | -99.9% | 1,164 |
| Assenagon Asset Management S.A. | -1,049,209 | -67.7% | 501,025 |
| T. Rowe Price Investment Management | -976,074 | -95.1% | 50,482 |
| BARCLAYS PLC | -419,734 | -26.8% | 1,143,891 |
| PARNASSUS INVESTMENTS, LLC | -409,998 | -43.8% | 525,464 |
| Capital International Investors | -381,924 | -6.2% | 5,734,768 |
| California Public Employees Retirem | -374,010 | -20.6% | 1,440,683 |
| Qube Research & Technologies Ltd | -368,584 | -51.5% | 346,498 |
| EDGEWOOD MANAGEMENT LLC | -304,830 | -44.0% | 388,627 |
| Nuveen, LLC | -276,162 | -5.2% | 5,061,510 |
| POLEN CAPITAL MANAGEMENT LLC | -247,645 | -27.1% | 666,912 |
| Amundi | -246,882 | -4.9% | 4,808,143 |
| MARSHALL WACE, LLP | -241,537 | -41.9% | 334,637 |
| Legal & General Group Plc | -234,135 | -4.4% | 5,145,229 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | -230,618 | -24.1% | 726,199 |
| FIFTH THIRD BANCORP | -212,702 | -10.8% | 1,750,788 |