Eli Lilly and Company (LLY) Ownership

733.05 ↓0.46 (-0.06%)

As of April 29, 2024, 11:04am EST.

Institutions
Mutual Funds

Institutional Ownership

Lilly Endowment Inc is the biggest individual institutional holder of Eli Lilly and Company (LLY), owning a total of 99.8 million shares. Combined, the top 26 institutional holders of LLY own 67.29% of the company with a total of 639.3 million shares.

In the latest ownership report on December 31st 2023, the top 26 institutional holders increased their combined ownership of LLY by 5.3 million shares. 11 institutions bought 11,825,414 total additional shares and increased their ownership by an average of 12.53%. However 8 institutions sold 6,508,040 total shares and decreased their ownership by an average of 5.07%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Eli Lilly and Company increased by a net total of 5,317,374 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Lilly Endowment Inc	10.500%	-0.215%	99,768,810	-215,000	2023-12-31
Vanguard Group Inc	7.537%	1.467%	71,611,201	1,035,599	2023-12-31
BlackRock Inc	6.774%	-1.991%	64,366,433	-1,307,501	2023-12-31
State Street Corporation	3.556%	1.139%	33,787,327	380,469	2023-12-31
FMR Inc	3.457%	2.044%	32,845,420	657,948	2023-12-31
Capital World Investors	2.836%	0.334%	26,949,773	89,720	2023-12-31
PRIMECAP Management Company	2.337%	-3.742%	22,200,534	-863,002	2023-12-31
T. Rowe Price Associates, Inc.	2.297%	-1.841%	21,826,575	-409,417	2023-12-31
JPMorgan Chase & Co	2.029%	21.961%	19,273,685	3,470,493	2023-12-31
State Farm Mutual Automobile Ins Co	1.721%	-4.678%	16,355,112	-802,548	2023-12-31
Geode Capital Management, LLC	1.679%	1.536%	15,955,639	241,414	2023-12-31
Morgan Stanley - Brokerage Accounts	1.333%	0.918%	12,660,717	115,145	2023-12-31
Wellington Management Company LLP	1.240%	-8.360%	11,779,826	-1,074,639	2023-12-31
NORGES BANK	1.082%	10.097%	10,280,810	942,832	2023-12-31
Bank of America Corp	1.040%	0.464%	9,883,597	45,642	2023-12-31
Goldman Sachs Group Inc	0.985%	93.423%	9,359,866	4,520,810	2023-12-31
Northern Trust Corp	0.961%	-10.100%	9,132,343	-1,025,932	2023-12-31
Jennison Associates LLC	0.800%	-9.634%	7,597,612	-810,001	2023-12-31
Capital Research Global Investors	0.798%	4.486%	7,577,592	325,342	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Lilly Endowment Inc	10.500%	-0.215%	99,768,810	-215,000	2023-12-31
Vanguard Group Inc	7.537%	1.467%	71,611,201	1,035,599	2023-12-31
BlackRock Inc	6.774%	-1.991%	64,366,433	-1,307,501	2023-12-31
OFI Invest Asset Management	5.587%	0.000%	53,035,381	53,035,381	2023-03-31
PNC Financial Services Group Inc	5.451%	-0.155%	51,789,291	-80,514	2023-09-30
State Street Corporation	3.556%	1.139%	33,787,327	380,469	2023-12-31
FMR Inc	3.457%	2.044%	32,845,420	657,948	2023-12-31
Capital World Investors	2.836%	0.334%	26,949,773	89,720	2023-12-31
PRIMECAP Management Company	2.337%	-3.742%	22,200,534	-863,002	2023-12-31
T. Rowe Price Associates, Inc.	2.297%	-1.841%	21,826,575	-409,417	2023-12-31
JPMorgan Chase & Co	2.029%	21.961%	19,273,685	3,470,493	2023-12-31
State Farm Mutual Automobile Ins Co	1.721%	-4.678%	16,355,112	-802,548	2023-12-31
Geode Capital Management, LLC	1.679%	1.536%	15,955,639	241,414	2023-12-31
Morgan Stanley - Brokerage Accounts	1.333%	0.918%	12,660,717	115,145	2023-12-31
Wellington Management Company LLP	1.240%	-8.360%	11,779,826	-1,074,639	2023-12-31
NORGES BANK	1.082%	10.097%	10,280,810	942,832	2023-12-31
Bank of America Corp	1.040%	0.464%	9,883,597	45,642	2023-12-31
Goldman Sachs Group Inc	0.985%	93.423%	9,359,866	4,520,810	2023-12-31
Northern Trust Corp	0.961%	-10.100%	9,132,343	-1,025,932	2023-12-31
Bank of New York Mellon Corp	0.828%	-6.823%	7,863,824	-575,799	2023-09-30
Jennison Associates LLC	0.800%	-9.634%	7,597,612	-810,001	2023-12-31
Capital Research Global Investors	0.798%	4.486%	7,577,592	325,342	2023-12-31
Ameriprise Financial Inc	0.662%	-13.449%	6,303,719	-979,498	2022-09-30
Capital Research & Mgmt Co - Division 3	0.647%	-0.952%	6,139,754	-59,018	2023-09-30
Legal & General Group PLC	0.611%	-2.235%	5,800,499	-132,605	2022-12-31
Nuveen Asset Management, LLC	0.545%	1.963%	5,178,339	99,705	2022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Eli Lilly and Company (LLY), owning a total of 26.8 million shares. Combined, the top 28 mutual fund holders of LLY own 27.50% of the company with a total of 261.4 million shares.

In the latest ownership report on March 28th 2024, the top 28 fund holders increased their combined ownership of LLY by 108 thousand shares. 2 funds bought 117,560 total additional shares and increased their ownership by an average of 0.67%. However 1 funds sold 9,693 total shares and decreased their ownership by an average of 0.16%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Eli Lilly and Company increased by a net total of 107,867 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500 ETF Trust	1.019%	0.589%	9,690,132	56,760	2024-03-28
iShares Core S&P 500 ETF	0.869%	0.741%	8,266,435	60,800	2024-03-28
Health Care Select Sector SPDR® ETF	0.632%	-0.161%	6,013,044	-9,693	2024-03-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.819%	-0.216%	26,799,871	-57,948	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.790%	1.819%	26,482,650	473,072	2023-03-31
Performer (AFRIS)	2.281%	0.000%	21,682,608	21,682,608	2024-02-29
Vanguard Institutional 500 Index Trust	2.094%	1.030%	19,909,618	202,929	2024-02-29
Vanguard 500 Index Investor	1.999%	0.565%	18,975,434	106,573	2023-08-31
Vanguard PRIMECAP Inv	1.351%	-2.802%	12,848,118	-370,390	2023-12-31
SPDR® S&P 500 ETF Trust	1.019%	0.589%	9,690,132	56,760	2024-03-28
Fidelity 500 Index	1.006%	1.017%	9,563,789	96,236	2024-02-29
Fidelity® 500 Index	0.979%	0.640%	9,292,041	59,132	2023-11-30
iShares Core S&P 500 ETF	0.869%	0.741%	8,266,435	60,800	2024-03-28
Vanguard Growth Index Investor	0.835%	0.867%	7,941,170	68,232	2024-02-29
American Funds Growth Fund of Amer A	0.773%	6.610%	7,349,331	455,668	2023-12-31
Capital Group Growth Fnd of Amer Comp	0.773%	6.610%	7,349,331	455,668	2023-12-31
American Funds Washington Mutual A	0.713%	0.924%	6,773,740	61,998	2023-12-31
Capital Group Wash Mutual Invtrs Comp	0.713%	0.924%	6,773,740	61,998	2023-12-31
Health Care Select Sector SPDR® ETF	0.632%	-0.161%	6,013,044	-9,693	2024-03-28
JPMorgan Large Cap Growth I	0.614%	0.000%	5,841,112	0	2024-02-29
Vanguard Health Care Inv	0.613%	-8.253%	5,826,176	-524,113	2023-12-31
Fidelity® Contrafund®	0.570%	0.000%	5,411,465	0	2023-11-30
Fidelity Contrafund	0.563%	0.345%	5,348,530	18,400	2024-02-29
Vanguard Institutional Index I	0.553%	-0.400%	5,253,045	-21,095	2024-02-29
American Funds American Balanced A	0.494%	0.974%	4,701,055	45,359	2023-12-31
Capital Group Fundamental Invtrs Comp	0.418%	-10.303%	3,984,160	-457,635	2022-12-31
American Funds Fundamental Invs A	0.418%	-10.303%	3,984,160	-457,635	2022-12-31
State St S&P 500® Indx SL Cl III	0.406%	0.362%	3,858,477	13,900	2024-02-29
Capital Group New Perspective Comp	0.403%	-1.290%	3,827,060	-50,000	2023-12-31
American Funds New Perspective A	0.403%	-1.290%	3,827,060	-50,000	2023-12-31
Vanguard Value Index Inv	0.399%	0.776%	3,796,498	29,247	2023-02-28