Stock ownership · SEC 13F · Q4 2025

ELI LILLY & CO

Institutional ownership of ELI LILLY & CO (CUSIP 532457108) - who holds it, how concentrated it is, and what moved last quarter.

$423.3M
Reported value
27
Institutions
89%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, ELI LILLY & CO ranks #28 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 27 institutions report $423.3M as of Q4 2025, with ownership heavily concentrated in a handful of holders.

27
institutions hold it
$423.3M
reported 13F value
89%
held by top 5
#28
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, ELI LILLY & CO ranks #28 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 532457108 · Q4 2025 $423M reported

VALUE-MEGA · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL

  • VALUE-MEGA #28/775
  • HOLDERS-NARROW 27 filers
  • CONC-DOM 89% top-5
  • PHOTO-FINISH CONOCOPHILLIPS
  • ACTIVITY-HOT 24 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: CONOCOPHILLIPS

Read with: Ownership concentration guide - ELI LILLY & CO's top-five holders account for 89% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · ELI LILLY & CO

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

ADOBE · near$429MQUALCOMM · near$428MGILEAD SCIENCES · near$426MELI LILLY & · this stock$423MCONOCOPHILLIPS · near$422M
Aggregate reported institutional value ($)

ELI LILLY & CO vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

27 Top 9% higher than 91% of 216 securities

Broadly-held tracked securities, banded by reporting-institution count

Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · Q4 2025

Largest institutional holders of ELI LILLY & CO
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a ELI LILLY & CO position has risen from 24 to 27 over the last 8 quarters of 13F filings.

1020304050 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 27
Distinct 13F filers holding ELI LILLY & CO, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Amanah Holdings Trust 100,000 $107.5M 25.4%
2 GROUPAMA ASSET MANAGMENT 97,556 $104.5M 24.7%
3 Banque Transatlantique SA 69,700 $75.0M 17.7%
4 Pacer Advisors, Inc. 62,004 $66.6M 15.7%
5 Oak Grove Capital LLC 20,370 $21.9M 5.2%
6 Anchor Investment Management, LLC 13,428 $14.4M 3.4%
7 MidFirst Bank 10,139 $10.9M 2.6%
8 SSA SWISS ADVISORS AG 4,100 $4.4M 1.0%
9 J. Stern & Co. LLP 4,047,245 $4.0M 1.0%
10 DGS Capital Management, LLC 3,405 $3.7M 0.9%
11 Cross Staff Investments Inc 2,525 $2.7M 0.6%
12 Astoria Portfolio Advisors LLC. 1,779 $1.9M 0.4%
13 Coastline Complete Wealth LLC 979 $1.1M 0.2%
14 Tempo Wealth, LLC 879 $945K 0.2%
15 Ketron Financial 610 $656K 0.2%
16 THRYVE WEALTH MANAGEMENT LLC 487 $523K 0.1%
17 Bell Investment Advisors, Inc 411 $442K 0.1%
18 Investment Insight Wealth Management, LLC 406 $436K 0.1%
19 CHELSEA COUNSEL CO 381 $409K 0.1%
20 INSTRUMENTAL WEALTH, LLC 399 $408K 0.1%
21 DiPaolo Financial Group, Inc. 250 $269K 0.1%
22 BDFS Capital LLC 223 $240K 0.1%
23 Westshore Wealth, LLC 206 $221K 0.1%
24 TD Capital Management LLC 78 $84K 0.0%
25 Nolet Wealth Management, LLC 21 $23K 0.0%
26 SG Trading Solutions, LLC 5,110 $5K 0.0%
27 Strategic Investment Solutions, Inc. /IL 5 $5K 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ELI LILLY & CO's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
82.3%
Shared-defined discretion (DFND)
17.7%

Latest Quarter Activity · Q4 2025

Frequently Asked Questions

How many institutions hold ELI LILLY & CO?
ELI LILLY & CO is held by 27 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does ELI LILLY & CO sit among tracked securities?
According to SEC Form 13F-HR filings in this corpus, ELI LILLY & CO ranks #28 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of ELI LILLY & CO?
Institutions report $423.3M of ELI LILLY & CO as of Q4 2025.
How concentrated is ownership of ELI LILLY & CO?
The top five institutional holders account for 89% of the reported institutional value in ELI LILLY & CO, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of ELI LILLY & CO?
Amanah Holdings Trust is the largest reported holder of ELI LILLY & CO with $107.5M across 100,000 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for ELI LILLY & CO: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($423.3M here).

Similar holder count

Nearest stocks by number of disclosing 13F holders (27 here).

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.