Who holds LLYticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ELI LILLY CO · COM · quarter ended 2026-03-31 · 51 members disclosed LLY ↗

3,697

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$627B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,783

addsholders whose share count rose or who opened the position (new + add), by shares

320

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of LLY ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	LILLY ENDOWMENT INC	$84.5B	91,896,978	−293,538	trim
2	BlackRock, Inc.	$61.1B	66,380,842	−412,021	trim
3	VANGUARD CAPITAL MANAGEMENT LLC	$49.1B	53,361,774	—	no prior
4	STATE STREET CORP	$32.8B	35,610,002	+248,086	add
5	FMR LLC	$24.2B	26,341,031	+619,361	add
6	Capital Research Global Investors	$22.7B	24,632,647	+65,801	add
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$19.3B	20,977,027	—	no prior
8	GEODE CAPITAL MANAGEMENT, LLC	$18.5B	20,191,864	+381,799	add
9	Capital World Investors	$14.4B	15,621,813	+590,063	add
10	MORGAN STANLEY	$14.2B	15,437,458	−155,561	trim
11	WELLINGTON MANAGEMENT GROUP LLP	$12.3B	13,427,061	+69,876	add
12	JPMORGAN CHASE & CO	$12.1B	13,698,491	+700,545	add
13	BANK OF AMERICA CORP /DE/	$10.2B	11,125,832	+20,246	add
14	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$9.9B	10,759,188	−1,721,029	trim
15	PRIMECAP MANAGEMENT CO/CA/	$8.5B	9,223,432	−42,350	trim
16	NORTHERN TRUST CORP	$8.1B	8,827,564	−7,943	trim
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$6.5B	7,072,021	+572,691	add
18	GOLDMAN SACHS GROUP INC	$5.8B	6,340,865	+390,971	add
19	Capital International Investors	$5.6B	6,116,692	−3,752,688	trim
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$5.4B	5,897,450	+139,244	add
21	Legal & General Group Plc	$4.9B	5,379,364	+85,723	add
22	Nuveen, LLC	$4.9B	5,337,672	−96,900	trim
23	ALLIANCEBERNSTEIN L.P.	$4.8B	4,427,764	−193,341	trim
24	JENNISON ASSOCIATES LLC	$4.7B	5,060,878	−72,798	trim
25	Amundi	$4.6B	5,055,025	+454,549	add
26	Bank of New York Mellon Corp	$4.5B	4,860,408	−224,084	trim
27	Fisher Asset Management, LLC	$4.5B	4,838,986	+232,659	add
28	VANGUARD FIDUCIARY TRUST CO	$4.2B	4,619,489	—	no prior
29	FRANKLIN RESOURCES INC	$4.1B	4,471,778	−146,521	trim
30	WELLS FARGO & COMPANY/MN	$4.1B	4,405,844	+73,189	add
31	Janus Henderson Group Ltd.	$4.0B	4,347,394	−94,583	trim
32	ROYAL BANK OF CANADA	$3.9B	4,262,531	−107,202	trim
33	UBS Group AG	$3.7B	4,043,568	+479,648	add
34	DIMENSIONAL FUND ADVISORS LP	$3.6B	3,895,925	+124,352	add
35	DEUTSCHE BANK AG\	$3.3B	3,547,772	−259,865	trim
36	Invesco Ltd.	$3.2B	3,454,585	+443,580	add
37	AMERIPRISE FINANCIAL INC	$2.7B	2,984,392	+97,128	add
38	Swiss National Bank	$2.2B	2,358,310	+153,800	add
39	FIFTH THIRD BANCORP	$1.8B	1,963,490	+1,497,423	add
40	Mitsubishi UFJ Asset Management Co., Ltd.	$1.7B	1,882,027	+130,751	add
41	VICTORY CAPITAL MANAGEMENT INC	$1.7B	1,866,854	−816,537	trim
42	HSBC HOLDINGS PLC	$1.7B	1,865,688	−2,103,424	trim
43	AMERICAN CENTURY COMPANIES INC	$1.7B	1,845,922	−16,031	trim
44	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$1.7B	1,814,693	−39,894	trim
45	Sumitomo Mitsui Trust Group, Inc.	$1.6B	1,775,707	−80,425	trim
46	Vanguard Global Advisers, LLC	$1.6B	1,735,228	—	no prior
47	Neuberger Berman Group LLC	$1.6B	1,732,649	−44,142	trim
48	National Pension Service	$1.5B	1,661,226	+1,661,226	new
49	RAYMOND JAMES FINANCIAL INC	$1.5B	1,625,655	+135,697	add
50	Swedbank AB	$1.5B	1,616,304	−52,647	trim
51	Assenagon Asset Management S.A.	$1.4B	1,550,234	+1,208,510	add
52	BANK OF MONTREAL /CAN/	$1.4B	1,507,369	−122,082	trim
53	CANADA PENSION PLAN INVESTMENT BOARD	$1.3B	1,447,591	+119,395	add
54	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$1.3B	1,447,173	+46,878	add
55	NORDEA INVESTMENT MANAGEMENT AB	$1.3B	1,461,892	−18,085	trim
56	SAPIENT CAPITAL LLC	$1.3B	1,444,355	−54,261	trim
57	VANGUARD ASSET MANAGEMENT, Ltd	$1.3B	1,389,900	—	no prior
58	US BANCORP \DE\	$1.2B	1,357,610	−12,519	trim
59	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.2B	1,263,243	+279,019	add
60	PRINCIPAL FINANCIAL GROUP INC	$1.1B	1,226,699	−42,832	trim
61	LPL Financial LLC	$1.1B	1,196,696	+25,134	add
62	TD ASSET MANAGEMENT INC	$1.1B	1,190,111	+5,929	add
63	ENVESTNET ASSET MANAGEMENT INC	$1.1B	1,175,177	+68,519	add
64	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.1B	1,169,027	−778,671	trim
65	BNP Paribas Asset Management Holding S.A.	$1.1B	1,157,476	+220,151	add
66	VOYA INVESTMENT MANAGEMENT LLC	$1.0B	1,134,683	−326,181	trim
67	CITIGROUP INC	$1.0B	1,091,983	+432,352	add
68	APG Asset Management N.V.	$927M	1,161,712	+286,183	add
69	ADAGE CAPITAL PARTNERS GP, L.L.C.	$880M	956,817	+124,525	add
70	Pictet Asset Management Holding SA	$868M	943,976	+63,470	add
71	PARNASSUS INVESTMENTS, LLC	$860M	935,462	−74,930	trim
72	POLEN CAPITAL MANAGEMENT LLC	$841M	914,557	−331,533	trim
73	NEW YORK STATE COMMON RETIREMENT FUND	$837M	909,987	−3,800	trim
74	CIBC Bancorp USA Inc.	$832M	904,660	—	no prior
75	Bank Julius Baer & Co. Ltd, Zurich	$809M	885,763	+137,673	add
76	AQR CAPITAL MANAGEMENT LLC	$786M	855,420	+348,581	add
77	Ensign Peak Advisors, Inc	$780M	848,203	+10,546	add
78	STIFEL FINANCIAL CORP	$717M	779,157	−14,434	trim
79	SEI INVESTMENTS CO	$706M	767,347	+123,343	add
80	DANSKE BANK A/S	$699M	760,386	+56,822	add
81	Grantham, Mayo, Van Otterloo & Co. LLC	$690M	749,815	+10,541	add
82	Cerity Partners LLC	$674M	732,549	+24,369	add
83	Russell Investments Group, Ltd.	$673M	738,454	+115,908	add
84	PRUDENTIAL FINANCIAL INC	$673M	731,555	−21,700	trim
85	Aberdeen Group plc	$666M	724,353	−22,874	trim
86	LAZARD ASSET MANAGEMENT LLC	$660M	718,105	+48,710	add
87	Qube Research & Technologies Ltd	$658M	715,082	+518,960	add
88	AVIVA PLC	$655M	712,581	+18,252	add
89	Korea Investment CORP	$654M	711,353	+9,946	add
90	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$647M	703,816	−7,774	trim
91	Mariner, LLC	$638M	693,861	+29,882	add
92	EDGEWOOD MANAGEMENT LLC	$638M	693,457	−562,232	trim
93	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$631M	686,584	+50,174	add
94	Corient Private Wealth LLC	$615M	654,787	−1,477,058	trim
95	BAHL & GAYNOR INC	$613M	666,129	−121,251	trim
96	ROYAL LONDON ASSET MANAGEMENT LTD	$604M	656,585	−83,249	trim
97	Robeco Institutional Asset Management B.V.	$601M	653,146	−73,319	trim
98	Zurcher Kantonalbank (Zurich Cantonalbank)	$587M	638,306	+638,306	new
99	D. E. Shaw & Co., Inc.	$586M	637,382	+218,331	add
100	JONES FINANCIAL COMPANIES LLLP	$573M	650,867	+414,956	add
101	NATIONAL BANK OF CANADA /FI/	$570M	620,178	−4,520	trim
102	OLD NATIONAL BANCORP /IN/	$564M	613,291	−656	trim
103	Universal- Beteiligungs- und Servicegesellschaft mbH	$544M	593,169	−6,140	trim
104	MARSHALL WACE, LLP	$530M	576,174	−632,162	trim
105	SATURNA CAPITAL CORP	$511M	555,104	+555,104	new
106	Goelzer Investment Management, Inc.	$497M	540,417	−2,450	trim
107	Employees Provident Fund Board	$482M	524,361	+207,268	add
108	Ninety One UK Ltd	$482M	524,221	−16,783	trim
109	MACKENZIE FINANCIAL CORP	$465M	506,081	+14,768	add
110	Allianz Asset Management GmbH	$464M	504,764	+77,425	add
111	Rockefeller Capital Management L.P.	$463M	503,731	+47,158	add
112	AMF Tjanstepension AB	$439M	477,177	+13,138	add
113	STOREBRAND ASSET MANAGEMENT AS	$429M	466,836	—	no prior
114	Clearbridge Investments, LLC	$429M	466,679	+88,953	add
115	PFA Pension, Forsikringsaktieselskab	$426M	463,041	+463,041	new
116	LOS ANGELES CAPITAL MANAGEMENT LLC	$418M	454,512	+194,236	add
117	HighTower Advisors, LLC	$406M	440,797	−46,925	trim
118	Eurizon Capital SGR S.p.A.	$403M	441,214	−87,681	trim
119	Quantinno Capital Management LP	$399M	433,880	+64,039	add
120	STATE OF WISCONSIN INVESTMENT BOARD	$397M	431,162	+14,444	add
121	FAYEZ SAROFIM & CO	$389M	423,173	−1,223	trim
122	Man Group plc	$388M	422,016	+60,956	add
123	Alecta Tjanstepension Omsesidigt	$388M	421,700	−22,400	trim
124	Creative Planning	$387M	420,635	+37,789	add
125	Candriam S.C.A.	$384M	417,282	−29,710	trim
126	PUBLIC SECTOR PENSION INVESTMENT BOARD	$383M	416,347	+111,608	add
127	Vanguard Investments Australia, Ltd.	$368M	400,302	—	no prior
128	LGT Group Foundation	$368M	399,693	−88,990	trim
129	Chevy Chase Trust Holdings, LLC	$366M	397,885	−12,596	trim
130	SEB Asset Management AB	$356M	387,272	—	no prior
131	NOMURA ASSET MANAGEMENT CO LTD	$350M	380,578	+11,546	add
132	Asset Management One Co., Ltd.	$342M	372,209	+3,661	add
133	CI INVESTMENTS INC.	$342M	371,515	−22,269	trim
134	TRUIST FINANCIAL CORP	$340M	369,521	+2,754	add
135	Mirova US LLC	$339M	368,438	−15,836	trim
136	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$339M	368,169	+102,870	add
137	WESTFIELD CAPITAL MANAGEMENT CO LP	$335M	364,579	+87,030	add
138	Allspring Global Investments Holdings, LLC	$332M	347,557	+11,676	add
139	BANK OF NOVA SCOTIA	$331M	360,137	+15,854	add
140	Cetera Investment Advisers	$318M	345,970	+16,189	add
141	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$317M	344,542	+130,006	add
142	DnB Asset Management AS	$314M	340,886	+19,402	add
143	Swiss Life Asset Management Ltd	$311M	338,419	+30,135	add
144	WORLDQUANT MILLENNIUM ADVISORS LLC	$305M	331,823	+102,703	add
145	TORONTO DOMINION BANK	$302M	327,871	−16,496	trim
146	Bedel Financial Consulting, Inc.	$301M	327,576	−461	trim
147	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$301M	326,802	+1,043	add
148	MAIRS & POWER INC	$300M	326,306	−19,039	trim
149	BLAIR WILLIAM & CO/IL	$298M	324,018	−778	trim
150	PANAGORA ASSET MANAGEMENT INC	$297M	322,677	−15,188	trim
151	KLP KAPITALFORVALTNING AS	$292M	317,879	+9,600	add
152	Lansforsakringar Fondforvaltning AB (publ)	$290M	315,757	+1,981	add
153	OSAIC HOLDINGS, INC.	$288M	312,761	+24,644	add
154	Calamos Advisors LLC	$284M	308,497	+35,943	add
155	GLENMEDE TRUST CO NA	$282M	306,828	−10,790	trim
156	COMMONWEALTH EQUITY SERVICES, LLC	$279M	303,295	−11,091	trim
157	CIBC Asset Management Inc	$278M	302,417	+8,670	add
158	REGIONS FINANCIAL CORP	$272M	295,365	−43,992	trim
159	MENORA MIVTACHIM HOLDINGS LTD.	$270M	293,800	0	no change
160	Squarepoint Ops LLC	$267M	290,181	+80,448	add
161	TEACHER RETIREMENT SYSTEM OF TEXAS	$267M	289,939	+21,045	add
162	Baird Financial Group, Inc.	$261M	283,474	+283,474	new
163	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$260M	282,798	+115,132	add
164	Polar Capital Holdings Plc	$259M	281,102	+13,440	add
165	AustralianSuper Pty Ltd	$255M	276,856	+110,727	add
166	Harvest Portfolios Group Inc.	$254M	276,358	+28,969	add
167	MILLENNIUM MANAGEMENT LLC	$254M	275,989	−58,869	trim
168	CREDIT AGRICOLE S A	$254M	275,920	−35,455	trim
169	State of New Jersey Common Pension Fund D	$253M	274,628	−454	trim
170	WEATHERLY ASSET MANAGEMENT L. P.	$251M	273,072	−1,030	trim
171	Mirae Asset Global Investments Co., Ltd.	$251M	272,496	−5,252	trim
172	AGF MANAGEMENT LTD	$250M	272,048	+186,213	add
173	Compagnie Lombard Odier SCmA	$245M	265,844	+9,044	add
174	HUNTINGTON NATIONAL BANK	$240M	260,694	+2,647	add
175	Empower Advisory Group, LLC	$239M	259,772	+10,171	add
176	Resona Asset Management Co.,Ltd.	$236M	258,768	+5,144	add
177	Connor, Clark & Lunn Investment Management Ltd.	$236M	256,933	+180,032	add
178	CIBC WORLD MARKET INC.	$235M	255,820	+1,734	add
179	DJE Kapital AG	$235M	257,897	+257,897	new
180	OMERS ADMINISTRATION Corp	$231M	251,586	−78,985	trim
181	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	$231M	250,918	+20,897	add
182	Tidal Investments LLC	$227M	250,310	+120,840	add
183	BROWN BROTHERS HARRIMAN & CO	$226M	245,599	+61,399	add
184	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$223M	242,653	+8,186	add
185	Sanctuary Advisors, LLC	$223M	241,945	−2,189	trim
186	CITADEL ADVISORS LLC	$222M	241,714	−458,045	trim
187	M&T BANK CORP	$221M	240,540	−10,152	trim
188	ABN AMRO Bank N.V.	$221M	239,700	−9,349	trim
189	Artisan Partners Limited Partnership	$221M	240,038	+189,860	add
190	Focus Partners Wealth	$218M	237,125	+14,883	add
191	ORBIMED ADVISORS LLC	$218M	236,800	−64,400	trim
192	Tredje AP-fonden	$217M	235,889	+970	add
193	JENSEN INVESTMENT MANAGEMENT INC	$212M	230,671	−19,156	trim
194	Woodline Partners LP	$212M	230,474	+17,612	add
195	OFI INVEST ASSET MANAGEMENT	$212M	264,615	+141,496	add
196	XPONANCE LLC	$209M	226,843	+18,521	add
197	FEDERATED HERMES, INC.	$204M	221,640	−98,431	trim
198	MetLife Investment Management, LLC	$204M	221,464	−7,656	trim
199	Arizona State Retirement System	$203M	220,180	−8,689	trim
200	Czech National Bank	$198M	215,812	+6,413	add
201	STATE OF MICHIGAN RETIREMENT SYSTEM	$198M	215,804	−40,900	trim
202	NISA INVESTMENT ADVISORS, LLC	$194M	210,958	−14,895	trim
203	ING GROEP NV	$179M	194,505	+12,870	add
204	Capital International, Inc./CA/	$178M	193,029	−6,509	trim
205	COMMERCE BANK	$176M	191,230	+15,667	add
206	FIL Ltd	$176M	191,147	−6,374	trim
207	Glenview Trust Co	$173M	188,371	−1,448	trim
208	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$173M	187,547	+47,927	add
209	Holocene Advisors, LP	$172M	187,359	+24,139	add
210	LBP AM SA	$172M	186,999	−37,167	trim
211	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$170M	184,588	−129	trim
212	NewEdge Advisors, LLC	$169M	184,095	+184,095	new
213	TD Waterhouse Canada Inc.	$168M	176,351	+82,725	add
214	MERCER GLOBAL ADVISORS INC /ADV	$161M	175,063	+40,673	add
215	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$161M	174,541	+139,148	add
216	Temasek Holdings (Private) Ltd	$159M	173,259	+55,412	add
217	&PARTNERS	$158M	171,696	+11,110	add
218	Zurich Insurance Group Ltd/FI	$157M	170,467	−64,667	trim
219	ABN AMRO INVESTMENT SOLUTIONS	$156M	169,151	+31,877	add
220	FIRST TRUST ADVISORS LP	$155M	168,601	+1,305	add
221	Retirement Systems of Alabama	$155M	168,279	−659	trim
222	WELCH & FORBES LLC	$155M	168,235	+417	add
223	Haverford Trust Co	$154M	167,422	+6,122	add
224	OP Asset Management Ltd	$153M	166,613	—	no prior
225	IFM Investors Pty Ltd	$151M	164,685	+5,446	add
226	NISSAY ASSET MANAGEMENT CORP /JAPAN	$151M	163,980	+10,192	add
227	Mediolanum International Funds Ltd	$150M	169,227	+13,551	add
228	INTECH INVESTMENT MANAGEMENT LLC	$148M	161,201	+62,193	add
229	UniSuper Management Pty Ltd	$144M	156,372	−7,989	trim
230	MML INVESTORS SERVICES, LLC	$139M	151,246	−805	trim
231	Daiwa Securities Group Inc.	$138M	150,533	+12,875	add
232	Capital International Sarl	$138M	150,461	+3,380	add
233	Sumitomo Mitsui DS Asset Management Company, Ltd	$136M	148,110	+1,843	add
234	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$136M	147,903	+147,903	new
235	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$136M	161,388	−52,598	trim
236	Marex Group Ltd	$134M	145,674	+111,003	add
237	Burkehill Global Management, LP	$133M	145,000	+145,000	new
238	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$133M	144,813	−1,660	trim
239	CWM, LLC	$133M	144,076	+6,245	add
240	Sequoia Financial Advisors, LLC	$132M	143,305	−4,385	trim
241	Clark Capital Management Group, Inc.	$131M	142,217	+2,999	add
242	Pinnacle Financial Partners, Inc.	$131M	142,018	−937	trim
243	USS Investment Management Ltd	$130M	141,359	+4,003	add
244	Vanguard Personalized Indexing Management, LLC	$130M	141,070	+7,253	add
245	Life Cycle Investment Partners Ltd	$128M	139,583	+48,441	add
246	ASR Vermogensbeheer N.V.	$128M	138,714	−666	trim
247	Empowered Funds, LLC	$127M	137,886	+137,886	new
248	Cercano Management LLC	$126M	137,377	−5,077	trim
249	GATEWAY INVESTMENT ADVISERS LLC	$124M	135,174	−22,638	trim
250	Vontobel Holding Ltd.	$124M	134,450	+26,613	add
251	QRG CAPITAL MANAGEMENT, INC.	$123M	133,550	+20,139	add
252	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$122M	133,812	+21,286	add
253	Groupe la Francaise	$121M	132,176	−3,566	trim
254	ATALANTA SOSNOFF CAPITAL, LLC	$121M	131,511	−385	trim
255	Raiffeisen Bank International AG	$121M	136,080	−5,808	trim
256	COMGEST GLOBAL INVESTORS S.A.S.	$120M	130,786	−78,469	trim
257	Utah Retirement Systems	$120M	130,252	−2,112	trim
258	OXFORD FINANCIAL GROUP, LTD. LLC	$119M	129,619	−6,529	trim
259	Cohen Klingenstein LLC	$119M	129,058	−935	trim
260	Andra AP-fonden	$117M	127,233	+44,003	add
261	ProShare Advisors LLC	$115M	125,546	−28,958	trim
262	EASTERN BANK	$115M	125,505	−4,239	trim
263	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$115M	124,982	−25,525	trim
264	TUDOR INVESTMENT CORP ET AL	$115M	124,672	+77,914	add
265	Migdal Insurance & Financial Holdings Ltd.	$114M	124,269	+17,934	add
266	Epoch Investment Partners, Inc.	$113M	122,816	−17,615	trim
267	Kestra Advisory Services, LLC	$113M	122,730	+14,606	add
268	B. Metzler seel. Sohn & Co. AG	$113M	122,570	+2,054	add
269	Sarasin & Partners LLP	$112M	122,180	−9,317	trim
270	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$110M	120,075	+7,115	add
271	BROWN ADVISORY INC	$110M	119,391	+816	add
272	Varma Mutual Pension Insurance Co	$108M	117,868	−5,000	trim
273	Henshaw Capital LLC	$108M	117,776	—	no prior
274	Wealthfront Advisers LLC	$108M	117,458	+2,178	add
275	NEOS Investment Management LLC	$108M	117,395	+815	add
276	Banco Santander, S.A.	$107M	116,226	+3,646	add
277	JANE STREET GROUP, LLC	$107M	115,863	−139,261	trim
278	Pathstone Holdings, LLC	$106M	115,489	+1,993	add
279	Teewinot Capital Advisers, L.L.C.	$105M	114,611	−27,500	trim
280	Rakuten Investment Management, Inc.	$105M	118,160	+13,255	add
281	ZACKS INVESTMENT MANAGEMENT	$104M	113,388	−1,633	trim
282	Silvant Capital Management LLC	$103M	112,338	+5,963	add
283	IEQ CAPITAL, LLC	$102M	111,049	+11,475	add
284	Federation des caisses Desjardins du Quebec	$101M	109,969	+11,796	add
285	Lido Advisors, LLC	$100M	108,867	−21,808	trim
286	KEYBANK NATIONAL ASSOCIATION/OH	$99.8M	108,458	+973	add
287	Vinva Investment Management Ltd	$96.5M	108,892	+11,309	add
288	CONGRESS ASSET MANAGEMENT CO	$95.8M	104,102	+90,285	add
289	MACQUARIE GROUP LTD	$95.3M	103,586	−60,311	trim
290	Munro Partners	$93.9M	102,075	+63,555	add
291	Phoenix Financial Ltd.	$93.3M	101,476	+69,419	add
292	1832 Asset Management L.P.	$92.9M	100,966	−387,847	trim
293	NATIXIS	$92.8M	100,947	−104,055	trim
294	Amanah Holdings Trust	$92.0M	100,000	0	no change
295	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$91.7M	100,075	+37,265	add
296	Aware Super Pty Ltd as trustee of Aware Super	$91.4M	99,418	—	no prior
297	Union Bancaire Privee, UBP SA	$91.0M	101,232	+16,934	add
298	Rock Springs Capital Management LP	$90.8M	98,700	−6,700	trim
299	Erste Asset Management GmbH	$89.2M	100,859	+20,208	add
300	MAI Capital Management	$88.4M	96,089	+4,767	add
301	Point72 Asset Management, L.P.	$88.1M	95,766	+28,020	add
302	GROUPAMA ASSET MANAGMENT	$87.7M	95,376	−2,180	trim
303	LMR Partners LLP	$86.0M	93,539	+82,507	add
304	Badgley Phelps Wealth Managers, LLC	$85.9M	93,356	−10,160	trim
305	Artemis Investment Management LLP	$85.4M	92,854	+6,138	add
306	Steward Partners Investment Advisory, LLC	$84.6M	91,946	+13,067	add
307	VEGA INVESTMENT SOLUTIONS	$84.5M	91,879	−5,152	trim
308	COUNTRY TRUST BANK	$83.5M	90,766	+9,967	add
309	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$83.4M	90,724	−200	trim
310	J. Safra Sarasin Holding AG	$82.4M	89,613	+7,285	add
311	Blue Whale Capital LLP	$81.1M	88,178	+30,300	add
312	Chicago Capital, LLC	$80.6M	87,582	+8,870	add
313	SCOTIA CAPITAL INC.	$79.9M	86,840	−10,110	trim
314	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$79.8M	86,734	−1,065	trim
315	Private Advisor Group, LLC	$79.6M	86,496	−634	trim
316	Circle Wealth Management, LLC	$79.4M	86,374	+367	add
317	BAMCO INC /NY/	$78.2M	85,066	−1,410	trim
318	Trexquant Investment LP	$78.1M	84,926	+54,285	add
319	Ethic Inc.	$77.8M	84,534	+2,868	add
320	BCV Asset Management Inc.	$76.3M	82,923	+983	add
321	Investment Management Corp of Ontario	$74.7M	81,250	+5,416	add
322	FACTORY MUTUAL INSURANCE CO	$74.6M	81,150	−4,750	trim
323	Munich Reinsurance Co Stock Corp in Munich	$74.3M	80,835	+6,627	add
324	EP Wealth Advisors, LLC	$74.3M	80,730	+5,452	add
325	SALEM INVESTMENT COUNSELORS INC	$72.3M	78,553	−702	trim
326	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$72.2M	78,552	−41,523	trim
327	Blue Trust, Inc.	$71.8M	78,101	−7,052	trim
328	UMB Bank, n.a.	$71.7M	77,979	−661	trim
329	Elo Mutual Pension Insurance Co	$70.6M	76,774	+3,574	add
330	PBU - The Pension Fund of Early Childhood & Youth Educators	$70.5M	76,692	+55,119	add
331	CHILTON CAPITAL MANAGEMENT LLC	$70.1M	76,231	+9,101	add
332	Nippon Life Global Investors Americas, Inc.	$69.7M	75,810	−250	trim
333	Bristol Gate Capital Partners Inc.	$69.5M	75,612	−4,966	trim
334	Kingsview Wealth Management, LLC	$69.4M	75,471	+4,868	add
335	OSTRUM ASSET MANAGEMENT	$68.1M	74,093	+6,090	add
336	FLPUTNAM INVESTMENT MANAGEMENT CO	$68.1M	74,082	+17,797	add
337	DONALDSON CAPITAL MANAGEMENT, LLC	$68.0M	73,963	+6,055	add
338	OPPENHEIMER & CO INC	$67.9M	73,784	+4,417	add
339	FIRST MANHATTAN CO. LLC.	$67.8M	73,682	−32,315	trim
340	Voleon Capital Management LP	$67.8M	73,676	+33,146	add
341	CASTLEARK MANAGEMENT LLC	$67.6M	73,478	−8,100	trim
342	EFG International AG	$66.3M	72,045	−38,652	trim
343	RENAISSANCE TECHNOLOGIES LLC	$66.0M	71,788	−94,059	trim
344	SAMLYN CAPITAL, LLC	$65.4M	71,144	−14,436	trim
345	Bridgewater Associates, LP	$65.1M	70,812	−2,480	trim
346	PRUDENTIAL PLC	$65.0M	70,630	+4,001	add
347	BAR HARBOR WEALTH MANAGEMENT	$64.8M	70,505	−1,605	trim
348	CAPITAL INTERNATIONAL LTD /CA/	$64.6M	70,183	−3,054	trim
349	NICHOLAS COMPANY, INC.	$64.4M	69,981	−7,348	trim
350	OPPENHEIMER ASSET MANAGEMENT INC.	$63.7M	69,246	+7,044	add
351	LGT Fund Management Co Ltd.	$62.8M	68,307	+42,767	add
352	Mutual Advisors, LLC	$62.8M	68,302	+2,493	add
353	Holistic Financial Partners	$62.3M	67,692	−184	trim
354	Vident Advisory, LLC	$62.1M	67,569	+8,339	add
355	RWA WEALTH PARTNERS, LLC	$61.7M	67,109	+1,782	add
356	Caprock Group, LLC	$61.6M	67,008	−1,494	trim
357	Hudson Bay Capital Management LP	$61.6M	67,004	+41,884	add
358	Quadrature Capital Ltd	$61.6M	66,997	−148,867	trim
359	Azimuth Capital Investment Management LLC	$61.3M	66,598	+2,759	add
360	Curi Capital, LLC	$61.2M	66,573	+6,513	add
361	Allworth Financial LP	$60.9M	66,228	+3,799	add
362	Apollon Wealth Management, LLC	$60.9M	66,192	+22,815	add
363	OAK RIDGE INVESTMENTS LLC	$60.8M	66,150	+368	add
364	PFM Health Sciences, LP	$60.5M	65,762	−2,527	trim
365	Midwest Trust Co	$59.9M	65,139	+1,518	add
366	TWO SIGMA INVESTMENTS, LP	$59.4M	64,550	+51,482	add
367	BANQUE PICTET & CIE SA	$59.2M	64,354	−8,483	trim
368	Rafferty Asset Management, LLC	$58.9M	63,993	−25,388	trim
369	NewEdge Wealth, LLC	$58.7M	63,804	+29	add
370	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$58.4M	63,464	+4,040	add
371	HB Wealth Management, LLC	$58.0M	63,028	+3,907	add
372	Generali Asset Management SPA SGR	$57.6M	62,651	−4,057	trim
373	Beacon Pointe Advisors, LLC	$57.1M	62,056	+16,929	add
374	PINNACLE ASSOCIATES LTD	$57.0M	61,937	−281	trim
375	Tri Locum Partners LP	$56.8M	61,795	−1,489	trim
376	COOKSON PEIRCE & CO INC	$56.7M	61,609	+39,621	add
377	Waverly Advisors, LLC	$56.5M	61,378	+3,240	add
378	DAVIS R M INC	$56.1M	60,999	+712	add
379	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$55.7M	60,590	+264	add
380	ASSETMARK, INC	$55.6M	60,441	+1,558	add
381	Clearstead Advisors, LLC	$55.4M	60,181	+10,774	add
382	THORNBURG INVESTMENT MANAGEMENT INC	$55.3M	60,178	+14,774	add
383	AE Wealth Management LLC	$55.2M	60,031	−29,966	trim
384	AMI ASSET MANAGEMENT CORP	$55.0M	59,804	−1,743	trim
385	Ilex Capital Partners (UK) LLP	$55.0M	59,771	+42,287	add
386	FOUNDATIONS INVESTMENT ADVISORS, LLC	$54.6M	59,340	+4,343	add
387	ASSOCIATED BANC-CORP	$54.3M	59,063	+1,027	add
388	Cornerstone Advisors, LLC	$54.3M	59,050	+5,550	add
389	Danica Pension, Livsforsikringsaktieselskab	$53.8M	58,464	+58,464	new
390	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$52.7M	57,256	−15,323	trim
391	Destination Wealth Management	$52.1M	56,684	+102	add
392	Rodgers Brothers Inc.	$51.6M	56,132	−812	trim
393	HM PAYSON & CO	$51.5M	56,035	+9,647	add
394	Illinois Municipal Retirement Fund	$51.5M	55,959	+6,950	add
395	Sterling Capital Management LLC	$51.3M	55,740	−5,607	trim
396	J.P. Marvel Investment Advisors, LLC	$51.1M	55,566	−49	trim
397	AIA Group Ltd	$51.0M	55,397	−2,227	trim
398	KESTRA PRIVATE WEALTH SERVICES, LLC	$49.9M	54,306	+2,781	add
399	Madison Asset Management, LLC	$49.8M	54,134	−6,780	trim
400	NORTHEAST INVESTMENT MANAGEMENT	$49.7M	54,032	+6	add
401	NFJ INVESTMENT GROUP, LLC	$49.2M	53,513	+28,632	add
402	Equitable Holdings, Inc.	$48.9M	46,965	+11,773	add
403	Callan Family Office, LLC	$48.7M	52,954	−1,639	trim
404	Aptus Capital Advisors, LLC	$48.5M	52,722	−3,949	trim
405	Traynor Capital Management, Inc.	$48.4M	54,594	−49	trim
406	D.A. DAVIDSON & CO.	$48.3M	52,466	+2,548	add
407	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$48.0M	52,225	+2,257	add
408	Savant Capital, LLC	$47.9M	52,081	+3,887	add
409	Cresset Asset Management, LLC	$47.8M	51,989	−8,648	trim
410	Bank Pictet & Cie (Europe) AG	$47.5M	51,640	−8,232	trim
411	Orion Porfolio Solutions, LLC	$47.5M	51,627	−2,186	trim
412	Vestmark Advisory Solutions, Inc.	$47.4M	51,543	+17,781	add
413	BOKF, NA	$47.4M	51,543	−787	trim
414	Elgethun Capital Management	$47.2M	51,279	+26,639	add
415	Choate Investment Advisors	$46.7M	50,788	+2,603	add
416	ADAMS DIVERSIFIED EQUITY FUND, INC.	$46.7M	50,768	−600	trim
417	TOKIO MARINE ASSET MANAGEMENT CO LTD	$46.6M	50,687	+2,262	add
418	First American Bank	$46.6M	50,623	−445	trim
419	TRIGLAV INVESTMENTS, D.O.O.	$45.3M	49,212	+1,566	add
420	EXCHANGE TRADED CONCEPTS, LLC	$45.0M	48,964	+21,904	add
421	Metis Global Partners, LLC	$44.3M	48,212	−1,692	trim
422	MIZUHO SECURITIES USA LLC	$44.1M	47,905	−9,918	trim
423	Vantage Investment Partners, LLC	$44.1M	47,894	−3,921	trim
424	Prospera Financial Services Inc	$44.0M	47,840	−6,250	trim
425	Maple Capital Management, Inc.	$43.6M	47,451	−751	trim
426	Modera Wealth Management, LLC	$43.6M	47,436	−668	trim
427	Norinchukin Bank, The	$43.4M	47,144	−62	trim
428	Banque Transatlantique SA	$43.2M	46,321	−23,379	trim
429	Cypress Capital Group	$43.1M	46,836	−1,962	trim
430	Saratoga Research & Investment Management	$42.8M	46,525	−1,630	trim
431	Mitsubishi UFJ Trust & Banking Corp	$42.8M	46,517	+7,543	add
432	INVESTMENT HOUSE LLC	$42.7M	46,442	−451	trim
433	PEREGRINE CAPITAL MANAGEMENT LLC	$42.4M	46,141	+3,574	add
434	Osmosis Investment Management UK Ltd	$42.2M	45,904	−2,033	trim
435	Fiera Capital Corp	$41.8M	45,418	+4,122	add
436	HARTFORD INVESTMENT MANAGEMENT CO	$41.5M	45,159	−718	trim
437	FARMERS & MERCHANTS INVESTMENTS INC	$41.4M	45,007	+720	add
438	SHUFRO ROSE & CO LLC	$41.3M	44,944	−161	trim
439	Crossmark Global Holdings, Inc.	$41.2M	44,827	—	no prior
440	OSTERWEIS CAPITAL MANAGEMENT INC	$41.2M	44,788	+10	add
441	COLDSTREAM CAPITAL MANAGEMENT INC	$40.6M	44,190	+619	add
442	Merit Financial Group, LLC	$40.1M	43,559	+5,525	add
443	Polymer Capital Management (HK) LTD	$40.0M	43,435	−2,375	trim
444	Atlantic Union Bankshares Corp	$39.7M	43,133	+4,626	add
445	EDMOND DE ROTHSCHILD HOLDING S.A.	$39.4M	42,877	−998	trim
446	Orange Investment Advisors, Inc.	$39.4M	42,838	−2,656	trim
447	Concurrent Investment Advisors, LLC	$39.4M	42,833	+2,418	add
448	NLB Skladi, upravljanje premozenja, d.o.o.	$39.2M	42,586	−6,387	trim
449	Forvis Mazars Wealth Advisors, LLC	$39.1M	42,462	−660	trim
450	ELEVATION POINT WEALTH PARTNERS, LLC	$38.8M	42,234	+21,749	add
451	DODGE & COX	$38.6M	42,012	−480	trim
452	Titan Investment Solutions Ltd	$38.3M	41,651	−2,480	trim
453	CENTRAL TRUST Co	$38.3M	41,630	−266	trim
454	BRAUN STACEY ASSOCIATES INC	$38.2M	41,570	−214	trim
455	Atika Capital Management LLC	$37.8M	41,100	0	no change
456	Livforsakringsbolaget Skandia, Omsesidigt	$37.7M	41,040	+11,200	add
457	Americana Partners, LLC	$37.4M	40,704	+7,461	add
458	Dai-ichi Life Insurance Company, Ltd	$37.2M	40,447	+344	add
459	Kimelman & Baird, LLC	$37.1M	40,324	−1,554	trim
460	MARTINGALE ASSET MANAGEMENT L P	$37.1M	40,286	−183	trim
461	Maryland State Retirement & Pension System	$37.0M	40,211	+132	add
462	Brookstone Capital Management	$37.0M	40,209	−1,595	trim
463	KCM Capital Inc	$36.8M	40,000	0	no change
464	DAVENPORT & Co LLC	$36.4M	39,713	+1,822	add
465	MOGY JOEL R INVESTMENT COUNSEL INC	$36.4M	39,600	+48	add
466	Independent Advisor Alliance	$36.2M	39,390	−4,401	trim
467	Impax Asset Management Group plc	$36.2M	39,319	−6,412	trim
468	Laird Norton Wetherby Trust Company, LLC	$36.1M	39,217	−1,908	trim
469	Suncoast Equity Management	$35.8M	38,951	−3,760	trim
470	Envestnet Portfolio Solutions, Inc.	$35.6M	38,713	−17,321	trim
471	Bleakley Financial Group, LLC	$35.4M	38,452	+2,482	add
472	Artia Global Partners LP	$35.2M	38,220	−12,280	trim
473	Perigon Wealth Management, LLC	$34.8M	37,781	+835	add
474	PBCay One RSC Ltd	$34.7M	37,681	+37,681	new
475	Spear Holdings RSC Ltd	$34.7M	37,681	+37,681	new
476	Atria Investments, Inc	$34.4M	37,389	−3,431	trim
477	STEPHENS INC /AR/	$34.1M	36,913	−486	trim
478	Dakota Wealth Management	$33.9M	36,821	+6,634	add
479	Dana Investment Advisors, Inc.	$33.5M	36,422	−4,611	trim
480	National Mutual Insurance Federation of Agricultural Cooperatives	$33.4M	36,300	0	no change
481	Cumberland Partners Ltd	$33.3M	36,235	+2,110	add
482	Lombard Odier Asset Management (Switzerland) SA	$33.2M	36,080	+4,423	add
483	Talbot Financial, LLC	$33.1M	36,014	+324	add
484	TruWealth Advisors, LLC	$33.0M	35,900	+526	add
485	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$32.6M	35,460	+1,970	add
486	IHT Wealth Management, LLC	$32.6M	35,451	+5,230	add
487	Blue Chip Partners, LLC	$32.6M	35,447	+262	add
488	GUGGENHEIM CAPITAL LLC	$32.5M	35,351	+1,263	add
489	JOHNSON INVESTMENT COUNSEL INC	$32.2M	35,015	−474	trim
490	Clarity Financial LLC	$31.8M	34,626	+755	add
491	Parkman Healthcare Partners LLC	$31.8M	34,616	+34,616	new
492	Northwest & Ethical Investments L.P.	$31.7M	34,501	+1,371	add
493	Stillwater Capital Advisors, LLC	$31.3M	34,051	−315	trim
494	Bellevue Group AG	$31.2M	33,932	−71	trim
495	DSG Capital Advisors, LLC	$31.2M	33,928	−1,011	trim
496	Aquatic Capital Management LLC	$31.1M	33,853	+33,853	new
497	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$30.7M	33,372	−5,095	trim
498	Stratos Wealth Partners, LTD.	$30.5M	33,151	+6,107	add
499	PICTON MAHONEY ASSET MANAGEMENT	$30.3M	32,987	−8,385	trim
500	Y-Intercept (Hong Kong) Ltd	$30.3M	32,982	+32,982	new

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · LLY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 3 Gilbert Ray Cisneros, Jr. D–CA-31, Michael A. Rulli R–OH-6, Ro Khanna D–CA-17 $52K–$130K
Sellers: 5 Michael A. Rulli R–OH-6, Alan Armstrong R–OK, Dan Newhouse R–WA-4, John Boozman R–AR, Tommy Tuberville R–AL $20K–$125K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Tudor Investment Corp, Gotham Asset Management, Caxton Associates $131M held
Trimming: 3 Bridgewater Associates, Soros Fund Management, Moore Capital Management $85.5M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ELI LILLY CO

Merged timeline of congressional filings and notable-manager moves on LLY
Date	Who	Change	Size
2026-08-24	John Boozman Congress	Sale	$1K–$15K
2026-08-07	Michael A. Rulli Congress	Sale	$1K–$15K
2026-08-07	Michael A. Rulli Congress	Purchase	$1K–$15K
2026-08-07	Michael A. Rulli Congress	Sale	$1K–$15K
2026-08-05	Tommy Tuberville Congress	Sale	$15K–$50K
2026-07-21	Alan Armstrong Congress	Sale	$1K–$15K
2026-07-17	Dan Newhouse Congress	Sale	$1K–$15K
2026-07-06	Ro Khanna Congress	Purchase	$1K–$15K
2026-07-02	Gilbert Ray Cisneros, Jr. Congress	Purchase	$50K–$100K
2026-05-15	Tudor Investment Corp 13F	add	+77,914 sh
2026-05-15	Gotham Asset Management 13F	add	+4,867 sh
2026-05-15	Bridgewater Associates 13F	trim	−2,480 sh
2026-05-15	Soros Fund Management 13F	trim	−135 sh
2026-05-15	Moore Capital Management 13F	exit	−11,000 sh
2026-05-14	Caxton Associates 13F	add	+1,120 sh

15 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

51 members of Congress disclosed LLY — the congressional view ↗