Eli Lilly and Company (LLY) Ownership

344.11 ↑3.61 (1.06%)

As of January 31, 2023, 3:57pm 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 103.8 million shares. Combined, the top 22 institutional holders of LLY own 61.20% of the company with a total of 581.5 million shares.

In the latest ownership report on September 30th 2022, the top 22 institutional holders increased their combined ownership of LLY by 2.5 million shares. 8 institutions bought 8,353,057 total additional shares and increased their ownership by an average of 6.64%. However 12 institutions sold 5,850,884 total shares and decreased their ownership by an average of 3.5%.

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 2,502,173 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	10.922%	-0.372%	103,773,810	-387,243	2022-09-30
Vanguard Group Inc	7.639%	1.393%	72,588,317	996,990	2022-09-30
BlackRock Inc	6.666%	-0.644%	63,341,133	-410,577	2022-09-30
PNC Financial Services Group Inc	5.477%	-0.100%	52,040,102	-51,980	2022-09-30
State Street Corporation	3.534%	0.504%	33,582,472	168,444	2022-09-30
FMR Inc	3.479%	1.902%	33,056,645	616,979	2022-09-30
Capital World Investors	3.055%	0.982%	29,024,874	282,228	2022-09-30
PRIMECAP Management Company	2.949%	-1.482%	28,017,155	-421,333	2022-09-30
T. Rowe Price Associates, Inc.	2.614%	21.603%	24,839,322	4,412,664	2022-09-30
Wellington Management Company LLP	2.299%	-6.801%	21,843,288	-1,593,968	2022-09-30
State Farm Mutual Automobile Ins Co	1.832%	0.000%	17,410,725	0	2022-09-30
Geode Capital Management, LLC	1.694%	2.379%	16,091,249	373,938	2022-09-30
JPMorgan Chase & Co	1.553%	-4.754%	14,758,435	-736,640	2022-09-30
Northern Trust Corp	1.127%	-1.620%	10,709,193	-176,383	2022-09-30
Jennison Associates LLC	1.059%	-2.832%	10,064,742	-293,324	2022-09-30
Bank of New York Mellon Corp	1.009%	-1.394%	9,590,356	-135,532	2022-09-30
Bank of America Corp	0.989%	-3.661%	9,399,824	-357,202	2022-09-30
Morgan Stanley - Brokerage Accounts	0.881%	11.524%	8,367,768	864,625	2022-09-30
Ameriprise Financial Inc	0.663%	-13.449%	6,303,719	-979,498	2022-09-30
Legal & General Group PLC	0.624%	-4.923%	5,933,104	-307,204	2022-09-30
Capital Research & Mgmt Co - Division 3	0.589%	12.841%	5,599,174	637,189	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Lilly Endowment Inc	10.922%	-0.372%	103,773,810	-387,243	2022-09-30
Vanguard Group Inc	7.639%	1.393%	72,588,317	996,990	2022-09-30
BlackRock Inc	6.666%	-0.644%	63,341,133	-410,577	2022-09-30
PNC Financial Services Group Inc	5.477%	-0.100%	52,040,102	-51,980	2022-09-30
State Street Corporation	3.534%	0.504%	33,582,472	168,444	2022-09-30
FMR Inc	3.479%	1.902%	33,056,645	616,979	2022-09-30
Capital World Investors	3.055%	0.982%	29,024,874	282,228	2022-09-30
PRIMECAP Management Company	2.949%	-1.482%	28,017,155	-421,333	2022-09-30
T. Rowe Price Associates, Inc.	2.614%	21.603%	24,839,322	4,412,664	2022-09-30
Wellington Management Company LLP	2.299%	-6.801%	21,843,288	-1,593,968	2022-09-30
State Farm Mutual Automobile Ins Co	1.832%	0.000%	17,410,725	0	2022-09-30
Geode Capital Management, LLC	1.694%	2.379%	16,091,249	373,938	2022-09-30
JPMorgan Chase & Co	1.553%	-4.754%	14,758,435	-736,640	2022-09-30
Northern Trust Corp	1.127%	-1.620%	10,709,193	-176,383	2022-09-30
Jennison Associates LLC	1.059%	-2.832%	10,064,742	-293,324	2022-09-30
Bank of New York Mellon Corp	1.009%	-1.394%	9,590,356	-135,532	2022-09-30
Bank of America Corp	0.989%	-3.661%	9,399,824	-357,202	2022-09-30
Morgan Stanley - Brokerage Accounts	0.881%	11.524%	8,367,768	864,625	2022-09-30
Ameriprise Financial Inc	0.663%	-13.449%	6,303,719	-979,498	2022-09-30
Legal & General Group PLC	0.624%	-4.923%	5,933,104	-307,204	2022-09-30
Capital Research & Mgmt Co - Division 3	0.589%	12.841%	5,599,174	637,189	2022-09-30
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 million shares. Combined, the top 21 mutual fund holders of LLY own 20.16% of the company with a total of 191.6 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders increased their combined ownership of LLY by 166 thousand shares. 4 funds bought 520,400 total additional shares and increased their ownership by an average of 0.96%. However 5 funds sold 686,183 total shares and decreased their ownership by an average of 2.9%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Eli Lilly and Company decreased by a net total of -165,783 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.737%	0.900%	26,009,578	231,901	2022-12-31
Vanguard 500 Index Investor	1.919%	0.883%	18,229,802	159,477	2022-12-31
SPDR® S&P 500 ETF Trust	0.916%	-0.573%	8,701,789	-50,183	2022-12-31
American Funds Washington Mutual A	0.732%	0.432%	6,952,549	29,930	2022-12-31
Health Care Select Sector SPDR® ETF	0.686%	-0.113%	6,513,762	-7,378	2022-12-31
American Funds Growth Fund of Amer A	0.645%	1.645%	6,124,828	99,092	2022-12-31
Vanguard Institutional Index I	0.580%	-1.367%	5,509,360	-76,362	2022-12-31
American Funds American Balanced A	0.489%	0.000%	4,644,996	0	2022-12-31
American Funds New Perspective A	0.450%	-2.167%	4,272,385	-94,625	2022-12-31
American Funds Fundamental Invs A	0.419%	-10.303%	3,984,160	-457,635	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.737%	0.900%	26,009,578	231,901	2022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.688%	1.280%	25,538,296	322,854	2022-09-30
Vanguard 500 Index Investor	1.919%	0.883%	18,229,802	159,477	2022-12-31
Vanguard PRIMECAP Inv	1.652%	-0.104%	15,696,408	-16,310	2022-10-31
SPDR® S&P 500 ETF Trust	0.916%	-0.573%	8,701,789	-50,183	2022-12-31
Fidelity® 500 Index	0.900%	-0.073%	8,551,815	-6,209	2022-11-30
Vanguard Health Care Inv	0.857%	-0.802%	8,145,819	-65,888	2022-10-31
Vanguard Value Index Inv	0.771%	-3.306%	7,327,909	-250,505	2022-11-30
iShares Core S&P 500 ETF	0.745%	-0.020%	7,082,020	-1,410	2022-12-30
American Funds Washington Mutual A	0.732%	0.432%	6,952,549	29,930	2022-12-31
Capital Group Wash Mutual Invtrs Comp	0.729%	14.358%	6,922,619	869,129	2022-09-30
Fidelity® Contrafund®	0.689%	-2.505%	6,541,671	-168,062	2022-11-30
Health Care Select Sector SPDR® ETF	0.686%	-0.113%	6,513,762	-7,378	2022-12-31
American Funds Growth Fund of Amer A	0.645%	1.645%	6,124,828	99,092	2022-12-31
Capital Group Growth Fnd of Amer Comp	0.634%	16.241%	6,025,736	841,892	2022-09-30
Vanguard Institutional Index I	0.580%	-1.367%	5,509,360	-76,362	2022-12-31
American Funds American Balanced A	0.489%	0.000%	4,644,996	0	2022-12-31
Capital Group Fundamental Invtrs Comp	0.468%	1.113%	4,441,795	48,880	2022-09-30
Capital Group New Perspective Comp	0.460%	-5.957%	4,367,010	-276,637	2022-09-30
American Funds New Perspective A	0.450%	-2.167%	4,272,385	-94,625	2022-12-31
American Funds Fundamental Invs A	0.419%	-10.303%	3,984,160	-457,635	2022-12-31