Public record / Tickers / LLY

LLY — ELI LILLY & Co

Both disclosure regimes on one name: who in Congress filed about LLY, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
187
all PTR rows naming LLY
Members · 12m
14
11 buys · 15 sells · by trade date
Latest PTR
08-24
filed 2026-08-24
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Taylor, Nicholas V. · $1.0M–$5.0M

Sale · traded 2022-11-28 → filed 2022-12-26. Ranked over every LLY row by the provable lower bound, never a point estimate.

14 members · 11 buys / 15 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

38 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

74 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 74 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING LLY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LLY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-24John Boozman R–ARSale · partial · JT (partial sale, jointly owned)Traded 2025-11-21 LATE·276d$1K–$15Kamendment pending
2026-08-07Michael A. Rulli R–OH-6SaleTraded 07-01 +37d$1K–$15K
2026-08-07Michael A. Rulli R–OH-6PurchaseTraded 01-02 LATE·217d$1K–$15K
2026-08-07Michael A. Rulli R–OH-6SaleTraded 2025-12-02 LATE·248d$1K–$15K
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2025-04-15 LATE·477d$15K–$50Kamendment pending
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 187 ↗

Members active in LLY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing LLY in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
David J. Taylor R–OH-24−$44.0K to $12.0K2
Gilbert Ray Cisneros, Jr. D–CA-314$37.0K to $129K2
Michael A. Rulli R–OH-63−$29.0K to $13.0K2
Angus S. King, Jr. I–ME2−$14.0K to $14.0K4
Byron Donalds R–FL-192$2.0K to $30.0K2
John Boozman R–AR2−$30.0K to −$2.0K6
Julie Johnson D–TX-322−$30.0K to −$2.0K4
Alan Armstrong R–OK1−$15.0K to −$1.0K2

14 members in the window; the 8 most active shown · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-08-24John Boozman CongressSale$1K–$15K
2026-08-07Michael A. Rulli CongressSale$1K–$15K
2026-08-07Michael A. Rulli CongressPurchase$1K–$15K
2026-08-07Michael A. Rulli CongressSale$1K–$15K
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-07-21Alan Armstrong CongressSale$1K–$15K
2026-07-17Dan Newhouse CongressSale$1K–$15K
2026-07-06Ro Khanna CongressPurchase$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressPurchase$50K–$100K
2026-05-15Tudor Investment Corp 13Fadd+77,914 sh
2026-05-15Gotham Asset Management 13Fadd+4,867 sh
2026-05-15Bridgewater Associates 13Ftrim−2,480 sh
2026-05-15Soros Fund Management 13Ftrim−135 sh
2026-05-15Moore Capital Management 13Fexit−11,000 sh
2026-05-14Caxton Associates 13Fadd+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of LLY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1LILLY ENDOWMENT INC$84.5B1
2BlackRock, Inc.$61.1B1
3VANGUARD CAPITAL MANAGEMENT LLC$49.1B1
4STATE STREET CORP$32.8B1
5FMR LLC$24.2B1
6Capital Research Global Investors$22.7B1
7VANGUARD PORTFOLIO MANAGEMENT LLC$19.3B1
8GEODE CAPITAL MANAGEMENT, LLC$18.5B1
9Capital World Investors$14.4B1
10MORGAN STANLEY$14.2B1
11WELLINGTON MANAGEMENT GROUP LLP$12.3B1
12JPMORGAN CHASE & CO$12.1B1
13BANK OF AMERICA CORP /DE/$10.2B1
14STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$9.9B1
15PRIMECAP MANAGEMENT CO/CA/$8.5B1
16NORTHERN TRUST CORP$8.1B1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6.5B1
18GOLDMAN SACHS GROUP INC$5.8B1
19Capital International Investors$5.6B1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$5.4B1
21Legal & General Group Plc$4.9B1
22Nuveen, LLC$4.9B1
23ALLIANCEBERNSTEIN L.P.$4.8B1
24JENNISON ASSOCIATES LLC$4.7B1
25Amundi$4.6B1
26Bank of New York Mellon Corp$4.5B1
27Fisher Asset Management, LLC$4.5B1
28VANGUARD FIDUCIARY TRUST CO$4.2B1
29FRANKLIN RESOURCES INC$4.1B1
30WELLS FARGO & COMPANY/MN$4.1B1
31Janus Henderson Group Ltd.$4.0B1
32ROYAL BANK OF CANADA$3.9B1
33UBS Group AG$3.7B1
34DIMENSIONAL FUND ADVISORS LP$3.6B1
35DEUTSCHE BANK AG\$3.3B1
36Invesco Ltd.$3.2B1
37AMERIPRISE FINANCIAL INC$2.7B1
38Swiss National Bank$2.2B1
39FIFTH THIRD BANCORP$1.8B1
40Mitsubishi UFJ Asset Management Co., Ltd.$1.7B1
41VICTORY CAPITAL MANAGEMENT INC$1.7B1
42HSBC HOLDINGS PLC$1.7B1
43AMERICAN CENTURY COMPANIES INC$1.7B1
44CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$1.7B1
45Sumitomo Mitsui Trust Group, Inc.$1.6B1
46Vanguard Global Advisers, LLC$1.6B1
47Neuberger Berman Group LLC$1.6B1
48National Pension Service$1.5B1
49RAYMOND JAMES FINANCIAL INC$1.5B1
50Swedbank AB$1.5B1
51Assenagon Asset Management S.A.$1.4B1
52BANK OF MONTREAL /CAN/$1.4B1
53CANADA PENSION PLAN INVESTMENT BOARD$1.3B1
54MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.3B1
55NORDEA INVESTMENT MANAGEMENT AB$1.3B1
56SAPIENT CAPITAL LLC$1.3B1
57VANGUARD ASSET MANAGEMENT, Ltd$1.3B1
58US BANCORP \DE\$1.2B1
59DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$1.2B1
60PRINCIPAL FINANCIAL GROUP INC$1.1B1
61LPL Financial LLC$1.1B1
62TD ASSET MANAGEMENT INC$1.1B1
63ENVESTNET ASSET MANAGEMENT INC$1.1B1
64SCHRODER INVESTMENT MANAGEMENT GROUP$1.1B1
65BNP Paribas Asset Management Holding S.A.$1.1B1
66VOYA INVESTMENT MANAGEMENT LLC$1.0B1
67CITIGROUP INC$1.0B1
68APG Asset Management N.V.$927M1
69ADAGE CAPITAL PARTNERS GP, L.L.C.$880M1
70Pictet Asset Management Holding SA$868M1
71PARNASSUS INVESTMENTS, LLC$860M1
72POLEN CAPITAL MANAGEMENT LLC$841M1
73NEW YORK STATE COMMON RETIREMENT FUND$837M1
74CIBC Bancorp USA Inc.$832M1
75Bank Julius Baer & Co. Ltd, Zurich$809M1
76AQR CAPITAL MANAGEMENT LLC$786M1
77Ensign Peak Advisors, Inc$780M1
78STIFEL FINANCIAL CORP$717M1
79SEI INVESTMENTS CO$706M1
80DANSKE BANK A/S$699M1
81Grantham, Mayo, Van Otterloo & Co. LLC$690M1
82Cerity Partners LLC$674M1
83Russell Investments Group, Ltd.$673M1
84PRUDENTIAL FINANCIAL INC$673M1
85Aberdeen Group plc$666M1
86LAZARD ASSET MANAGEMENT LLC$660M1
87Qube Research & Technologies Ltd$658M1
88AVIVA PLC$655M1
89Korea Investment CORP$654M1
90STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$647M1
91Mariner, LLC$638M1
92EDGEWOOD MANAGEMENT LLC$638M1
93CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$631M1
94Corient Private Wealth LLC$615M1
95BAHL & GAYNOR INC$613M1
96ROYAL LONDON ASSET MANAGEMENT LTD$604M1
97Robeco Institutional Asset Management B.V.$601M1
98Zurcher Kantonalbank (Zurich Cantonalbank)$587M1
99D. E. Shaw & Co., Inc.$586M1
100JONES FINANCIAL COMPANIES LLLP$573M1
101NATIONAL BANK OF CANADA /FI/$570M1
102OLD NATIONAL BANCORP /IN/$564M1
103Universal- Beteiligungs- und Servicegesellschaft mbH$544M1
104MARSHALL WACE, LLP$530M1
105SATURNA CAPITAL CORP$511M1
106Goelzer Investment Management, Inc.$497M1
107Employees Provident Fund Board$482M1
108Ninety One UK Ltd$482M1
109MACKENZIE FINANCIAL CORP$465M1
110Allianz Asset Management GmbH$464M1
111Rockefeller Capital Management L.P.$463M1
112AMF Tjanstepension AB$439M1
113STOREBRAND ASSET MANAGEMENT AS$429M1
114Clearbridge Investments, LLC$429M1
115PFA Pension, Forsikringsaktieselskab$426M1
116LOS ANGELES CAPITAL MANAGEMENT LLC$418M1
117HighTower Advisors, LLC$406M1
118Eurizon Capital SGR S.p.A.$403M1
119Quantinno Capital Management LP$399M1
120STATE OF WISCONSIN INVESTMENT BOARD$397M1
121FAYEZ SAROFIM & CO$389M1
122Man Group plc$388M1
123Alecta Tjanstepension Omsesidigt$388M1
124Creative Planning$387M1
125Candriam S.C.A.$384M1
126PUBLIC SECTOR PENSION INVESTMENT BOARD$383M1
127Vanguard Investments Australia, Ltd.$368M1
128LGT Group Foundation$368M1
129Chevy Chase Trust Holdings, LLC$366M1
130SEB Asset Management AB$356M1
131NOMURA ASSET MANAGEMENT CO LTD$350M1
132Asset Management One Co., Ltd.$342M1
133CI INVESTMENTS INC.$342M1
134TRUIST FINANCIAL CORP$340M1
135Mirova US LLC$339M1
136CAPITOLIS LIQUID GLOBAL MARKETS LLC$339M1
137WESTFIELD CAPITAL MANAGEMENT CO LP$335M1
138Allspring Global Investments Holdings, LLC$332M1
139BANK OF NOVA SCOTIA$331M1
140Cetera Investment Advisers$318M1
141FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$317M1
142DnB Asset Management AS$314M1
143Swiss Life Asset Management Ltd$311M1
144WORLDQUANT MILLENNIUM ADVISORS LLC$305M1
145TORONTO DOMINION BANK$302M1
146Bedel Financial Consulting, Inc.$301M1
147PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$301M1
148MAIRS & POWER INC$300M1
149BLAIR WILLIAM & CO/IL$298M1
150PANAGORA ASSET MANAGEMENT INC$297M1
151KLP KAPITALFORVALTNING AS$292M1
152Lansforsakringar Fondforvaltning AB (publ)$290M1
153OSAIC HOLDINGS, INC.$288M1
154Calamos Advisors LLC$284M1
155GLENMEDE TRUST CO NA$282M1
156COMMONWEALTH EQUITY SERVICES, LLC$279M1
157CIBC Asset Management Inc$278M1
158REGIONS FINANCIAL CORP$272M1
159MENORA MIVTACHIM HOLDINGS LTD.$270M1
160Squarepoint Ops LLC$267M1
161TEACHER RETIREMENT SYSTEM OF TEXAS$267M1
162Baird Financial Group, Inc.$261M1
163ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$260M1
164Polar Capital Holdings Plc$259M1
165AustralianSuper Pty Ltd$255M1
166Harvest Portfolios Group Inc.$254M1
167MILLENNIUM MANAGEMENT LLC$254M1
168CREDIT AGRICOLE S A$254M1
169State of New Jersey Common Pension Fund D$253M1
170WEATHERLY ASSET MANAGEMENT L. P.$251M1
171Mirae Asset Global Investments Co., Ltd.$251M1
172AGF MANAGEMENT LTD$250M1
173Compagnie Lombard Odier SCmA$245M1
174HUNTINGTON NATIONAL BANK$240M1
175Empower Advisory Group, LLC$239M1
176Resona Asset Management Co.,Ltd.$236M1
177Connor, Clark & Lunn Investment Management Ltd.$236M1
178CIBC WORLD MARKET INC.$235M1
179DJE Kapital AG$235M1
180OMERS ADMINISTRATION Corp$231M1
181VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$231M1
182Tidal Investments LLC$227M1
183BROWN BROTHERS HARRIMAN & CO$226M1
184NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$223M1
185Sanctuary Advisors, LLC$223M1
186CITADEL ADVISORS LLC$222M1
187M&T BANK CORP$221M1
188ABN AMRO Bank N.V.$221M1
189Artisan Partners Limited Partnership$221M1
190Focus Partners Wealth$218M1
191ORBIMED ADVISORS LLC$218M1
192Tredje AP-fonden$217M1
193JENSEN INVESTMENT MANAGEMENT INC$212M1
194Woodline Partners LP$212M1
195OFI INVEST ASSET MANAGEMENT$212M1
196XPONANCE LLC$209M1
197FEDERATED HERMES, INC.$204M1
198MetLife Investment Management, LLC$204M1
199Arizona State Retirement System$203M1
200Czech National Bank$198M1
201STATE OF MICHIGAN RETIREMENT SYSTEM$198M1
202NISA INVESTMENT ADVISORS, LLC$194M1
203ING GROEP NV$179M1
204Capital International, Inc./CA/$178M1
205COMMERCE BANK$176M1
206FIL Ltd$176M1
207Glenview Trust Co$173M1
208O'SHAUGHNESSY ASSET MANAGEMENT, LLC$173M1
209Holocene Advisors, LP$172M1
210LBP AM SA$172M1
211COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$170M1
212NewEdge Advisors, LLC$169M1
213TD Waterhouse Canada Inc.$168M1
214MERCER GLOBAL ADVISORS INC /ADV$161M1
215HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$161M1
216Temasek Holdings (Private) Ltd$159M1
217&PARTNERS$158M1
218Zurich Insurance Group Ltd/FI$157M1
219ABN AMRO INVESTMENT SOLUTIONS$156M1
220FIRST TRUST ADVISORS LP$155M1
221Retirement Systems of Alabama$155M1
222WELCH & FORBES LLC$155M1
223Haverford Trust Co$154M1
224OP Asset Management Ltd$153M1
225IFM Investors Pty Ltd$151M1
226NISSAY ASSET MANAGEMENT CORP /JAPAN$151M1
227Mediolanum International Funds Ltd$150M1
228INTECH INVESTMENT MANAGEMENT LLC$148M1
229UniSuper Management Pty Ltd$144M1
230MML INVESTORS SERVICES, LLC$139M1
231Daiwa Securities Group Inc.$138M1
232Capital International Sarl$138M1
233Sumitomo Mitsui DS Asset Management Company, Ltd$136M1
234VOLORIDGE INVESTMENT MANAGEMENT, LLC$136M1
235WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$136M1
236Marex Group Ltd$134M1
237Burkehill Global Management, LP$133M1
238NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$133M1
239CWM, LLC$133M1
240Sequoia Financial Advisors, LLC$132M1
241Clark Capital Management Group, Inc.$131M1
242Pinnacle Financial Partners, Inc.$131M1
243USS Investment Management Ltd$130M1
244Vanguard Personalized Indexing Management, LLC$130M1
245Life Cycle Investment Partners Ltd$128M1
246ASR Vermogensbeheer N.V.$128M1
247Empowered Funds, LLC$127M1
248Cercano Management LLC$126M1
249GATEWAY INVESTMENT ADVISERS LLC$124M1
250Vontobel Holding Ltd.$124M1
251QRG CAPITAL MANAGEMENT, INC.$123M1
252MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$122M1
253Groupe la Francaise$121M1
254ATALANTA SOSNOFF CAPITAL, LLC$121M1
255Raiffeisen Bank International AG$121M1
256COMGEST GLOBAL INVESTORS S.A.S.$120M1
257Utah Retirement Systems$120M1
258OXFORD FINANCIAL GROUP, LTD. LLC$119M1
259Cohen Klingenstein LLC$119M1
260Andra AP-fonden$117M1
261ProShare Advisors LLC$115M1
262EASTERN BANK$115M1
263BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$115M1
264TUDOR INVESTMENT CORP ET AL$115M1
265Migdal Insurance & Financial Holdings Ltd.$114M1
266Epoch Investment Partners, Inc.$113M1
267Kestra Advisory Services, LLC$113M1
268B. Metzler seel. Sohn & Co. AG$113M1
269Sarasin & Partners LLP$112M1
270NEW YORK LIFE INVESTMENT MANAGEMENT LLC$110M1
271BROWN ADVISORY INC$110M1
272Varma Mutual Pension Insurance Co$108M1
273Henshaw Capital LLC$108M1
274Wealthfront Advisers LLC$108M1
275NEOS Investment Management LLC$108M1
276Banco Santander, S.A.$107M1
277JANE STREET GROUP, LLC$107M1
278Pathstone Holdings, LLC$106M1
279Teewinot Capital Advisers, L.L.C.$105M1
280Rakuten Investment Management, Inc.$105M1
281ZACKS INVESTMENT MANAGEMENT$104M1
282Silvant Capital Management LLC$103M1
283IEQ CAPITAL, LLC$102M1
284Federation des caisses Desjardins du Quebec$101M1
285Lido Advisors, LLC$100M1
286KEYBANK NATIONAL ASSOCIATION/OH$99.8M1
287Vinva Investment Management Ltd$96.5M1
288CONGRESS ASSET MANAGEMENT CO$95.8M1
289MACQUARIE GROUP LTD$95.3M1
290Munro Partners$93.9M1
291Phoenix Financial Ltd.$93.3M1
2921832 Asset Management L.P.$92.9M1
293NATIXIS$92.8M1
294Amanah Holdings Trust$92.0M1
295BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$91.7M1
296Aware Super Pty Ltd as trustee of Aware Super$91.4M1
297Union Bancaire Privee, UBP SA$91.0M1
298Rock Springs Capital Management LP$90.8M1
299Erste Asset Management GmbH$89.2M1
300MAI Capital Management$88.4M1
301Point72 Asset Management, L.P.$88.1M1
302GROUPAMA ASSET MANAGMENT$87.7M1
303LMR Partners LLP$86.0M1
304Badgley Phelps Wealth Managers, LLC$85.9M1
305Artemis Investment Management LLP$85.4M1
306Steward Partners Investment Advisory, LLC$84.6M1
307VEGA INVESTMENT SOLUTIONS$84.5M1
308COUNTRY TRUST BANK$83.5M1
309OREGON PUBLIC EMPLOYEES RETIREMENT FUND$83.4M1
310J. Safra Sarasin Holding AG$82.4M1
311Blue Whale Capital LLP$81.1M1
312Chicago Capital, LLC$80.6M1
313SCOTIA CAPITAL INC.$79.9M1
314MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$79.8M1
315Private Advisor Group, LLC$79.6M1
316Circle Wealth Management, LLC$79.4M1
317BAMCO INC /NY/$78.2M1
318Trexquant Investment LP$78.1M1
319Ethic Inc.$77.8M1
320BCV Asset Management Inc.$76.3M1
321Investment Management Corp of Ontario$74.7M1
322FACTORY MUTUAL INSURANCE CO$74.6M1
323Munich Reinsurance Co Stock Corp in Munich$74.3M1
324EP Wealth Advisors, LLC$74.3M1
325SALEM INVESTMENT COUNSELORS INC$72.3M1
326SUSQUEHANNA INTERNATIONAL GROUP, LLP$72.2M1
327Blue Trust, Inc.$71.8M1
328UMB Bank, n.a.$71.7M1
329Elo Mutual Pension Insurance Co$70.6M1
330PBU - The Pension Fund of Early Childhood & Youth Educators$70.5M1
331CHILTON CAPITAL MANAGEMENT LLC$70.1M1
332Nippon Life Global Investors Americas, Inc.$69.7M1
333Bristol Gate Capital Partners Inc.$69.5M1
334Kingsview Wealth Management, LLC$69.4M1
335OSTRUM ASSET MANAGEMENT$68.1M1
336FLPUTNAM INVESTMENT MANAGEMENT CO$68.1M1
337DONALDSON CAPITAL MANAGEMENT, LLC$68.0M1
338OPPENHEIMER & CO INC$67.9M1
339FIRST MANHATTAN CO. LLC.$67.8M1
340Voleon Capital Management LP$67.8M1
341CASTLEARK MANAGEMENT LLC$67.6M1
342EFG International AG$66.3M1
343RENAISSANCE TECHNOLOGIES LLC$66.0M1
344SAMLYN CAPITAL, LLC$65.4M1
345Bridgewater Associates, LP$65.1M1
346PRUDENTIAL PLC$65.0M1
347BAR HARBOR WEALTH MANAGEMENT$64.8M1
348CAPITAL INTERNATIONAL LTD /CA/$64.6M1
349NICHOLAS COMPANY, INC.$64.4M1
350OPPENHEIMER ASSET MANAGEMENT INC.$63.7M1
351LGT Fund Management Co Ltd.$62.8M1
352Mutual Advisors, LLC$62.8M1
353Holistic Financial Partners$62.3M1
354Vident Advisory, LLC$62.1M1
355RWA WEALTH PARTNERS, LLC$61.7M1
356Caprock Group, LLC$61.6M1
357Hudson Bay Capital Management LP$61.6M1
358Quadrature Capital Ltd$61.6M1
359Azimuth Capital Investment Management LLC$61.3M1
360Curi Capital, LLC$61.2M1
361Allworth Financial LP$60.9M1
362Apollon Wealth Management, LLC$60.9M1
363OAK RIDGE INVESTMENTS LLC$60.8M1
364PFM Health Sciences, LP$60.5M1
365Midwest Trust Co$59.9M1
366TWO SIGMA INVESTMENTS, LP$59.4M1
367BANQUE PICTET & CIE SA$59.2M1
368Rafferty Asset Management, LLC$58.9M1
369NewEdge Wealth, LLC$58.7M1
370United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$58.4M1
371HB Wealth Management, LLC$58.0M1
372Generali Asset Management SPA SGR$57.6M1
373Beacon Pointe Advisors, LLC$57.1M1
374PINNACLE ASSOCIATES LTD$57.0M1
375Tri Locum Partners LP$56.8M1
376COOKSON PEIRCE & CO INC$56.7M1
377Waverly Advisors, LLC$56.5M1
378DAVIS R M INC$56.1M1
379UNITED CAPITAL FINANCIAL ADVISORS, LLC$55.7M1
380ASSETMARK, INC$55.6M1
381Clearstead Advisors, LLC$55.4M1
382THORNBURG INVESTMENT MANAGEMENT INC$55.3M1
383AE Wealth Management LLC$55.2M1
384AMI ASSET MANAGEMENT CORP$55.0M1
385Ilex Capital Partners (UK) LLP$55.0M1
386FOUNDATIONS INVESTMENT ADVISORS, LLC$54.6M1
387ASSOCIATED BANC-CORP$54.3M1
388Cornerstone Advisors, LLC$54.3M1
389Danica Pension, Livsforsikringsaktieselskab$53.8M1
390SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$52.7M1
391Destination Wealth Management$52.1M1
392Rodgers Brothers Inc.$51.6M1
393HM PAYSON & CO$51.5M1
394Illinois Municipal Retirement Fund$51.5M1
395Sterling Capital Management LLC$51.3M1
396J.P. Marvel Investment Advisors, LLC$51.1M1
397AIA Group Ltd$51.0M1
398KESTRA PRIVATE WEALTH SERVICES, LLC$49.9M1
399Madison Asset Management, LLC$49.8M1
400NORTHEAST INVESTMENT MANAGEMENT$49.7M1
401NFJ INVESTMENT GROUP, LLC$49.2M1
402Equitable Holdings, Inc.$48.9M1
403Callan Family Office, LLC$48.7M1
404Aptus Capital Advisors, LLC$48.5M1
405Traynor Capital Management, Inc.$48.4M1
406D.A. DAVIDSON & CO.$48.3M1
407FORT WASHINGTON INVESTMENT ADVISORS INC /OH/$48.0M1
408Savant Capital, LLC$47.9M1
409Cresset Asset Management, LLC$47.8M1
410Bank Pictet & Cie (Europe) AG$47.5M1
411Orion Porfolio Solutions, LLC$47.5M1
412Vestmark Advisory Solutions, Inc.$47.4M1
413BOKF, NA$47.4M1
414Elgethun Capital Management$47.2M1
415Choate Investment Advisors$46.7M1
416ADAMS DIVERSIFIED EQUITY FUND, INC.$46.7M1
417TOKIO MARINE ASSET MANAGEMENT CO LTD$46.6M1
418First American Bank$46.6M1
419TRIGLAV INVESTMENTS, D.O.O.$45.3M1
420EXCHANGE TRADED CONCEPTS, LLC$45.0M1
421Metis Global Partners, LLC$44.3M1
422MIZUHO SECURITIES USA LLC$44.1M1
423Vantage Investment Partners, LLC$44.1M1
424Prospera Financial Services Inc$44.0M1
425Maple Capital Management, Inc.$43.6M1
426Modera Wealth Management, LLC$43.6M1
427Norinchukin Bank, The$43.4M1
428Banque Transatlantique SA$43.2M1
429Cypress Capital Group$43.1M1
430Saratoga Research & Investment Management$42.8M1
431Mitsubishi UFJ Trust & Banking Corp$42.8M1
432INVESTMENT HOUSE LLC$42.7M1
433PEREGRINE CAPITAL MANAGEMENT LLC$42.4M1
434Osmosis Investment Management UK Ltd$42.2M1
435Fiera Capital Corp$41.8M1
436HARTFORD INVESTMENT MANAGEMENT CO$41.5M1
437FARMERS & MERCHANTS INVESTMENTS INC$41.4M1
438SHUFRO ROSE & CO LLC$41.3M1
439Crossmark Global Holdings, Inc.$41.2M1
440OSTERWEIS CAPITAL MANAGEMENT INC$41.2M1
441COLDSTREAM CAPITAL MANAGEMENT INC$40.6M1
442Merit Financial Group, LLC$40.1M1
443Polymer Capital Management (HK) LTD$40.0M1
444Atlantic Union Bankshares Corp$39.7M1
445EDMOND DE ROTHSCHILD HOLDING S.A.$39.4M1
446Orange Investment Advisors, Inc.$39.4M1
447Concurrent Investment Advisors, LLC$39.4M1
448NLB Skladi, upravljanje premozenja, d.o.o.$39.2M1
449Forvis Mazars Wealth Advisors, LLC$39.1M1
450ELEVATION POINT WEALTH PARTNERS, LLC$38.8M1
451DODGE & COX$38.6M1
452Titan Investment Solutions Ltd$38.3M1
453CENTRAL TRUST Co$38.3M1
454BRAUN STACEY ASSOCIATES INC$38.2M1
455Atika Capital Management LLC$37.8M1
456Livforsakringsbolaget Skandia, Omsesidigt$37.7M1
457Americana Partners, LLC$37.4M1
458Dai-ichi Life Insurance Company, Ltd$37.2M1
459Kimelman & Baird, LLC$37.1M1
460MARTINGALE ASSET MANAGEMENT L P$37.1M1
461Maryland State Retirement & Pension System$37.0M1
462Brookstone Capital Management$37.0M1
463KCM Capital Inc$36.8M1
464DAVENPORT & Co LLC$36.4M1
465MOGY JOEL R INVESTMENT COUNSEL INC$36.4M1
466Independent Advisor Alliance$36.2M1
467Impax Asset Management Group plc$36.2M1
468Laird Norton Wetherby Trust Company, LLC$36.1M1
469Suncoast Equity Management$35.8M1
470Envestnet Portfolio Solutions, Inc.$35.6M1
471Bleakley Financial Group, LLC$35.4M1
472Artia Global Partners LP$35.2M1
473Perigon Wealth Management, LLC$34.8M1
474PBCay One RSC Ltd$34.7M1
475Spear Holdings RSC Ltd$34.7M1
476Atria Investments, Inc$34.4M1
477STEPHENS INC /AR/$34.1M1
478Dakota Wealth Management$33.9M1
479Dana Investment Advisors, Inc.$33.5M1
480National Mutual Insurance Federation of Agricultural Cooperatives$33.4M1
481Cumberland Partners Ltd$33.3M1
482Lombard Odier Asset Management (Switzerland) SA$33.2M1
483Talbot Financial, LLC$33.1M1
484TruWealth Advisors, LLC$33.0M1
485FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$32.6M1
486IHT Wealth Management, LLC$32.6M1
487Blue Chip Partners, LLC$32.6M1
488GUGGENHEIM CAPITAL LLC$32.5M1
489JOHNSON INVESTMENT COUNSEL INC$32.2M1
490Clarity Financial LLC$31.8M1
491Parkman Healthcare Partners LLC$31.8M1
492Northwest & Ethical Investments L.P.$31.7M1
493Stillwater Capital Advisors, LLC$31.3M1
494Bellevue Group AG$31.2M1
495DSG Capital Advisors, LLC$31.2M1
496Aquatic Capital Management LLC$31.1M1
497MASSACHUSETTS FINANCIAL SERVICES CO /MA/$30.7M1
498Stratos Wealth Partners, LTD.$30.5M1
499PICTON MAHONEY ASSET MANAGEMENT$30.3M1
500Y-Intercept (Hong Kong) Ltd$30.3M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)11 buy / 15 sell
Congress net ($ bound)−$151K to $270K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on LLY

RETAINED WINDOW · ACTIVE HITS
Signal hits naming LLY
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against3 hits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied6 hits
CO-OCCURRENCE≥4 distinct members disclosed the same ticker, same side, within a 14-day trade-date window1 hit

Every rule, with its definition →

Planned modules for LLY · financials and macro

Financials — as filed PLANNED

LLY's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: LLY on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing