Eli Lilly and Company (LLY) Ownership

777.96 ↓0.22 (-0.03%)
As of March 28, 2024, 3:59pm EST.

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

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Lilly Endowment Inc10.500%-0.215%99,768,810-215,0002023-12-31
Vanguard Group Inc7.537%1.467%71,611,2011,035,5992023-12-31
BlackRock Inc6.774%-1.991%64,366,433-1,307,5012023-12-31
State Street Corporation3.556%1.139%33,787,327380,4692023-12-31
FMR Inc3.457%2.044%32,845,420657,9482023-12-31
Capital World Investors2.836%0.334%26,949,77389,7202023-12-31
PRIMECAP Management Company2.337%-3.742%22,200,534-863,0022023-12-31
T. Rowe Price Associates, Inc.2.297%-1.841%21,826,575-409,4172023-12-31
JPMorgan Chase & Co2.029%21.961%19,273,6853,470,4932023-12-31
State Farm Mutual Automobile Ins Co1.721%-4.678%16,355,112-802,5482023-12-31
Geode Capital Management, LLC1.679%1.536%15,955,639241,4142023-12-31
Morgan Stanley - Brokerage Accounts1.333%0.918%12,660,717115,1452023-12-31
Wellington Management Company LLP1.240%-8.360%11,779,826-1,074,6392023-12-31
NORGES BANK1.082%10.097%10,280,810942,8322023-12-31
Bank of America Corp1.040%0.464%9,883,59745,6422023-12-31
Goldman Sachs Group Inc0.985%93.423%9,359,8664,520,8102023-12-31
Northern Trust Corp0.961%-10.100%9,132,343-1,025,9322023-12-31
Jennison Associates LLC0.800%-9.634%7,597,612-810,0012023-12-31
Capital Research Global Investors0.798%4.486%7,577,592325,3422023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Lilly Endowment Inc10.500%-0.215%99,768,810-215,0002023-12-31
Vanguard Group Inc7.537%1.467%71,611,2011,035,5992023-12-31
BlackRock Inc6.774%-1.991%64,366,433-1,307,5012023-12-31
OFI Invest Asset Management5.587%0.000%53,035,38153,035,3812023-03-31
PNC Financial Services Group Inc5.451%-0.155%51,789,291-80,5142023-09-30
State Street Corporation3.556%1.139%33,787,327380,4692023-12-31
FMR Inc3.457%2.044%32,845,420657,9482023-12-31
Capital World Investors2.836%0.334%26,949,77389,7202023-12-31
PRIMECAP Management Company2.337%-3.742%22,200,534-863,0022023-12-31
T. Rowe Price Associates, Inc.2.297%-1.841%21,826,575-409,4172023-12-31
JPMorgan Chase & Co2.029%21.961%19,273,6853,470,4932023-12-31
State Farm Mutual Automobile Ins Co1.721%-4.678%16,355,112-802,5482023-12-31
Geode Capital Management, LLC1.679%1.536%15,955,639241,4142023-12-31
Morgan Stanley - Brokerage Accounts1.333%0.918%12,660,717115,1452023-12-31
Wellington Management Company LLP1.240%-8.360%11,779,826-1,074,6392023-12-31
NORGES BANK1.082%10.097%10,280,810942,8322023-12-31
Bank of America Corp1.040%0.464%9,883,59745,6422023-12-31
Goldman Sachs Group Inc0.985%93.423%9,359,8664,520,8102023-12-31
Northern Trust Corp0.961%-10.100%9,132,343-1,025,9322023-12-31
Bank of New York Mellon Corp0.828%-6.823%7,863,824-575,7992023-09-30
Jennison Associates LLC0.800%-9.634%7,597,612-810,0012023-12-31
Capital Research Global Investors0.798%4.486%7,577,592325,3422023-12-31
Ameriprise Financial Inc0.662%-13.449%6,303,719-979,4982022-09-30
Capital Research & Mgmt Co - Division 30.647%-0.952%6,139,754-59,0182023-09-30
Legal & General Group PLC0.611%-2.235%5,800,499-132,6052022-12-31
Nuveen Asset Management, LLC0.545%1.963%5,178,33999,7052022-06-30

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 27 mutual fund holders of LLY own 25.19% of the company with a total of 239.3 million shares.

In the latest ownership report on February 29th 2024, the top 27 fund holders increased their combined ownership of LLY by 295 thousand shares. 6 funds bought 374,278 total additional shares and increased their ownership by an average of 0.55%. However 2 funds sold 79,043 total shares and decreased their ownership by an average of 0.31%.

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 295,235 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.821%-0.216%26,799,871-57,9482024-02-29
Vanguard Institutional 500 Index Trust2.095%1.030%19,909,618202,9292024-02-29
SPDR® S&P 500 ETF Trust0.984%0.631%9,352,88358,6522024-02-29
iShares Core S&P 500 ETF0.873%0.304%8,296,12425,1752024-02-29
Vanguard Growth Index Investor0.836%0.867%7,941,17068,2322024-02-29
Health Care Select Sector SPDR® ETF0.636%0.089%6,038,0475,3902024-02-29
Vanguard Institutional Index I0.553%-0.400%5,253,045-21,0952024-02-29
State St S&P 500® Indx SL Cl III0.406%0.362%3,858,47713,9002024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.821%-0.216%26,799,871-57,9482024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr2.790%1.819%26,482,650473,0722023-03-31
Vanguard Institutional 500 Index Trust2.095%1.030%19,909,618202,9292024-02-29
Vanguard 500 Index Investor1.999%0.565%18,975,434106,5732023-08-31
Vanguard PRIMECAP Inv1.352%-2.802%12,848,118-370,3902023-12-31
Fidelity 500 Index0.996%1.034%9,467,55396,8932024-01-31
SPDR® S&P 500 ETF Trust0.984%0.631%9,352,88358,6522024-02-29
Fidelity® 500 Index0.979%0.640%9,292,04159,1322023-11-30
iShares Core S&P 500 ETF0.873%0.304%8,296,12425,1752024-02-29
Vanguard Growth Index Investor0.836%0.867%7,941,17068,2322024-02-29
American Funds Growth Fund of Amer A0.774%6.610%7,349,331455,6682023-12-31
Capital Group Growth Fnd of Amer Comp0.774%6.610%7,349,331455,6682023-12-31
American Funds Washington Mutual A0.713%0.924%6,773,74061,9982023-12-31
Capital Group Wash Mutual Invtrs Comp0.713%0.924%6,773,74061,9982023-12-31
Health Care Select Sector SPDR® ETF0.636%0.089%6,038,0475,3902024-02-29
JPMorgan Large Cap Growth I0.615%0.000%5,841,11202024-01-31
Vanguard Health Care Inv0.613%-8.253%5,826,176-524,1132023-12-31
Fidelity® Contrafund®0.570%0.000%5,411,46502023-11-30
Fidelity Contrafund0.561%-0.194%5,330,130-10,3422024-01-31
Vanguard Institutional Index I0.553%-0.400%5,253,045-21,0952024-02-29
American Funds American Balanced A0.495%0.974%4,701,05545,3592023-12-31
Capital Group Fundamental Invtrs Comp0.418%-10.303%3,984,160-457,6352022-12-31
American Funds Fundamental Invs A0.418%-10.303%3,984,160-457,6352022-12-31
State St S&P 500® Indx SL Cl III0.406%0.362%3,858,47713,9002024-02-29
American Funds New Perspective A0.403%-1.290%3,827,060-50,0002023-12-31
Capital Group New Perspective Comp0.403%-1.290%3,827,060-50,0002023-12-31
Vanguard Value Index Inv0.399%0.776%3,796,49829,2472023-02-28

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