BARCLAYS PLC LLY — ELI LILLY AND CO COM

Ownership history in BARCLAYS PLC  ·  169 quarters on record

AI Ownership Summary

BARCLAYS PLC reported ELI LILLY AND CO COM (LLY) in 169 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.57% in 2024 Q2. The latest visible filing shows LLY at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BARCLAYS PLC's position in ELI LILLY AND CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LLY was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LLY stock page BARCLAYS PLC fund profile BARCLAYS PLC full holdings
How BARCLAYS PLC held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 24 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,403,667 +927,767 +194.9% 0.36% $1.51B 2026-02-14 (Est.) $1040.00
2025 Q4 ADDED — — — 475,900 +433,800 +1030.4% 0.12% $511.4M 2026-02-14 (Est.) $1040.00
2025 Q4 REDUCED 97.2% -14.3% ✅ 42,100 -1,468,658 -97.2% 0.01% $45.2M 2026-02-14 (Est.) $1040.00
2025 Q3 ADDED — — — 1,510,758 +1,394,758 +1202.4% 0.25% $1.15B 2025-11-12 $1014.59
2025 Q3 ADDED — — — 116,000 +8,800 +8.2% 0.02% $88.5M 2025-11-12 $1014.59
2025 Q3 REDUCED 92.9% +41.6% ❌ 107,200 -1,397,199 -92.9% 0.02% $81.8M 2025-11-12 $1014.59
2025 Q2 REDUCED 15.2% -6.6% ✅ 1,504,399 -269,968 -15.2% 0.47% $1.17B 2025-08-13 $656.98
2025 Q1 ADDED — — — 1,774,367 +1,651,367 +1342.6% 0.42% $1.47B 2025-05-15 $727.90
2025 Q1 ADDED — — — 123,000 +37,000 +43.0% 0.03% $101.6M 2025-05-15 $727.90
2025 Q1 REDUCED 94.5% -5.4% ✅ 86,000 -1,483,211 -94.5% 0.02% $71.0M 2025-05-15 $727.90
2024 Q4 ADDED — — — 1,569,211 +1,360,411 +651.5% 0.34% $1.21B 2025-02-13 $863.96
2024 Q4 ADDED — — — 208,800 +169,500 +431.3% 0.05% $161.2M 2025-02-13 $863.96
2024 Q4 REDUCED 97.5% +7.2% ❌ 39,300 -1,522,586 -97.5% 0.01% $30.3M 2025-02-13 $863.96
2024 Q3 ADDED — — — 1,561,886 +1,360,086 +674.0% 0.37% $1.38B 2024-11-15 $739.44
2024 Q3 ADDED — — — 201,800 +143,500 +246.1% 0.05% $178.8M 2024-11-15 $739.44
2024 Q3 REDUCED 97.2% -12.5% ✅ 58,300 -2,010,431 -97.2% 0.01% $51.7M 2024-11-15 $739.44
2024 Q2 ADDED — — — 2,068,731 +1,957,431 +1758.7% 0.57% $1.87B 2024-08-14 $920.43
2024 Q2 REDUCED 94.7% -2.0% ✅ 111,300 -1,995,597 -94.7% 0.03% $100.8M 2024-08-14 $920.43
2024 Q1 ADDED — — — 2,106,897 +2,067,797 +5288.5% 0.57% $1.64B 2024-05-15 $777.52
2024 Q1 ADDED — — — 39,100 +35,300 +928.9% 0.01% $30.4M 2024-05-15 $777.52
2024 Q1 REDUCED 99.9% +17.7% ❌ 3,800 -2,587,491 -99.9% 0.00% $3.0M 2024-05-15 $777.52
2023 Q4 ADDED — — — 2,591,291 +2,545,691 +5582.7% 0.55% $1.51B 2024-02-15 $747.35
2023 Q4 ADDED — — — 45,600 +2,200 +5.1% 0.01% $26.6M 2024-02-15 $747.35
2023 Q4 REDUCED 97.9% +30.7% ❌ 43,400 -2,021,344 -97.9% 0.01% $25.3M 2024-02-15 $747.35
145 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LLY

As of 2026 Q1 — sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% Bedel Financial Consulting, Inc. 3Y 7Y 33.92% Goelzer Investment Management, Inc. 3Y 7Y 24.04% Holistic Financial Partners 3Y 7Y 23.14% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 20.31% SAPIENT CAPITAL LLC 20.02% Partnership Wealth Management, LLC 14.84% Canandaigua National Trust Co of Florida 12.59% Alessandra Capital Management, LLC 12.44% Trust Investment Advisors 3Y 7Y 10.39%

FAQ About BARCLAYS PLC and LLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has BARCLAYS PLC reported owning LLY?

BARCLAYS PLC reported LLY across 24 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LLY position in BARCLAYS PLC's portfolio?

The largest reported portfolio weight for LLY was 0.57% in 2024 Q2.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when BARCLAYS PLC reported 1,403,667 shares, equal to 0.36% of portfolio, with an estimated market value of $1.51B.

What does the chart on this LLY ownership page compare?

The chart compares BARCLAYS PLC's quarterly LLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BARCLAYS PLC time their LLY position?

Based on 13F filing dates vs. subsequent LLY price moves, BARCLAYS PLC correctly timed 107 out of 168 reported position changes (64%). The annualised alpha on LLY relative to SPY over the holding period was +7.6%.

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