Stocklore

Eli Lilly and Company (LLY)

Biotech & Health · US stock

What changed in recent filings

  • United States segment 69% → 61%Jun 30, 2024 → Mar 31, 2026
  • Institutions — 9 new · 2 added · 3 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Eli Lilly and Company

How many of the institutions we track reported holding this stock, quarter by quarter.

max 16
2019 Q1 · 22019 Q2 · 32019 Q3 · 32019 Q4 · 32020 Q1 · 22020 Q2 · 12020 Q3 · 42020 Q4 · 22021 Q1 · 22021 Q2 · 52021 Q3 · 52021 Q4 · 42022 Q1 · 32022 Q2 · 62022 Q3 · 62022 Q4 · 42023 Q1 · 52023 Q2 · 72023 Q3 · 82023 Q4 · 112024 Q1 · 82024 Q2 · 82024 Q3 · 72024 Q4 · 92025 Q1 · 92025 Q2 · 92025 Q3 · 42025 Q4 · 72026 Q1 · 72026 Q2 · 16
19 Q122 Q326 Q2

2019 Q1: 2 → 2026 Q2: 16 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Eli Lilly and Company

Institutions we track that reported holding this stock in their most recent 13F.

  • Dodge & Cox0.03% of portfolio · held as of 2019 Q1 or earlier
  • Temasek Holdings (Singapore)0.49% of portfolio · since 2024 Q2
  • Point72 Asset Management0.01% of portfolio · since 2025 Q1
  • Bridgewater Associates0.43% of portfolio · since 2025 Q3
  • Tudor Investment Corp0.05% of portfolio · since 2025 Q4
  • Soros Fund Management0.33% of portfolio · since 2025 Q4
  • ARK Invest0.60% of portfolio · since 2026 Q1
  • Duquesne Family OfficeNew this quarter0.28% of portfolio · since 2026 Q2
  • National Pension Service (Korea)1.30% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)1.38% of portfolio · held as of 2026 Q2 or earlier
  • PRIMECAP Management6.51% of portfolio · held as of 2026 Q2 or earlier
  • Harris Associates (Oakmark)under 0.01% of portfolio · held as of 2026 Q2 or earlier
  • Blackstoneunder 0.01% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors2.25% of portfolio · held as of 2026 Q2 or earlier
  • Sands Capital Management0.20% of portfolio · held as of 2026 Q2 or earlier
  • Glenview Capital ManagementNew this quarter1.26% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

A pharma company posting blockbuster-scale growth with GLP-1 obesity/diabetes drugs (Mounjaro, Zepbound). Its Alzheimer's drug pipeline is also drawing attention.

What is the Biotech & Health sector?

Pharma, biotech, and medical devices. Driven by trial-result events.

Eli Lilly and Company is classified under the Biotech & Health sector. See peers below.

Eli Lilly and Company key financials

Based on SEC filings · as of Jun 30, 2026

77.8%
1.41x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

LLY segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Jun '24Mar '25Mar '26
United States 61%Europe 18%Rest of world 14%China 4%Japan 3%

2 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding Eli Lilly and Company

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLVState Street(R) Health Care Select Sector SPDR(R) ETF
16.51%
VUGVANGUARD GROWTH INDEX FUND
2.81%
SPY
1.47%
VOOVANGUARD 500 INDEX FUND
1.47%
IVViShares Core S&P 500 ETF
1.47%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
1.40%
ITOTiShares Core S&P Total U.S. Stock Market ETF
1.30%
JEPIJPMorgan Equity Premium Income ETF
1.04%
RSPInvesco S&P 500 Equal Weight ETF
0.18%

LLY on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Biotech & Health average
See full LLY analysis →

Peers · Biotech & Health

LLY FAQ

What is Eli Lilly and Company (LLY)?

A pharma company posting blockbuster-scale growth with GLP-1 obesity/diabetes drugs (Mounjaro, Zepbound). Its Alzheimer's drug pipeline is also drawing attention.

What sector is Eli Lilly and Company in?

Eli Lilly and Company is classified under Biotech & Health. Pharma, biotech, and medical devices. Driven by trial-result events.

What are Eli Lilly and Company's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 49.6%, Net margin 33.5%, ROE 77.8%, Debt-to-equity 1.41x. Definitions and interpretation are available on Stocklore.

Where can I analyze Eli Lilly and Company (LLY) stock?

On Stocklore you can see LLY's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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