CITIGROUP INC LLY — ELI LILLY & CO EQUITY

Ownership history in CITIGROUP INC  ·  212 quarters on record

AI Ownership Summary

CITIGROUP INC reported ELI LILLY & CO EQUITY (LLY) in 212 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.48% in 2025 Q1. The latest visible filing shows LLY at 0.03% 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 CITIGROUP INC's position in ELI LILLY & CO EQUITY, 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
2026 Q1

LLY was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2025 Q1

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 2026 Q1

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 CITIGROUP INC fund profile CITIGROUP INC full holdings
How CITIGROUP INC 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 30 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 67,200 -510,000 -88.4% 0.03% $61.8M 2026-05-11 $966.99
2026 Q1 REDUCED — — — 577,200 -514,783 -47.1% 0.23% $530.9M 2026-05-11 $966.99
2026 Q1 ADDED — — — 1,091,983 +990,383 +974.8% 0.43% $1.00B 2026-05-11 $966.99
2025 Q4 REDUCED 84.6% -14.3% ✅ 101,600 -558,031 -84.6% 0.05% $109.2M 2026-02-13 $1040.00
2025 Q4 ADDED — — — 659,631 +296,631 +81.7% 0.31% $708.9M 2026-02-13 $1040.00
2025 Q4 REDUCED 44.9% -14.3% ✅ 363,000 -295,333 -44.9% 0.17% $390.1M 2026-02-13 $1040.00
2025 Q3 ADDED — — — 658,333 +575,433 +694.1% 0.22% $502.3M 2025-11-10 $963.61
2025 Q3 REDUCED 76.3% +41.6% ❌ 82,900 -266,400 -76.3% 0.03% $63.3M 2025-11-10 $963.61
2025 Q3 REDUCED 67.1% +41.6% ❌ 349,300 -713,817 -67.1% 0.12% $266.5M 2025-11-10 $963.61
2025 Q2 ADDED — — — 1,063,117 +978,917 +1162.6% 0.41% $828.7M 2025-08-11 $631.84
2025 Q2 REDUCED 73.4% -6.6% ✅ 84,200 -232,500 -73.4% 0.03% $65.6M 2025-08-11 $631.84
2025 Q2 ADDED — — — 316,700 +222,100 +234.8% 0.12% $246.9M 2025-08-11 $631.84
2025 Q1 REDUCED 63.5% -5.4% ✅ 94,600 -164,400 -63.5% 0.04% $78.1M 2025-05-12 $750.02
2025 Q1 REDUCED 77.4% -5.4% ✅ 259,000 -884,690 -77.4% 0.11% $213.9M 2025-05-12 $750.02
2025 Q1 ADDED — — — 1,143,690 +924,690 +422.2% 0.48% $944.6M 2025-05-12 $750.02
2024 Q4 REDUCED 68.7% +7.2% ❌ 219,000 -479,854 -68.7% 0.10% $169.1M 2025-02-12 $865.06
2024 Q4 ADDED — — — 698,854 +595,354 +575.2% 0.32% $539.5M 2025-02-12 $865.06
2024 Q4 REDUCED 54.5% +7.2% ❌ 103,500 -124,200 -54.5% 0.05% $79.9M 2025-02-12 $865.06
2024 Q3 ADDED — — — 227,700 +162,100 +247.1% 0.12% $201.7M 2024-11-12 $810.10
2024 Q3 REDUCED 91.3% -12.5% ✅ 65,600 -686,826 -91.3% 0.03% $58.1M 2024-11-12 $810.10
2024 Q3 REDUCED — — — 752,426 -22,208 -2.9% 0.39% $666.6M 2024-11-12 $810.10
2024 Q2 ADDED — — — 774,634 +687,534 +789.4% 0.45% $701.3M 2024-08-12 $873.70
2024 Q2 REDUCED 48.1% -2.0% ✅ 87,100 -80,800 -48.1% 0.05% $78.9M 2024-08-12 $873.70
2024 Q2 REDUCED 17.6% -2.0% ✅ 167,900 -35,900 -17.6% 0.10% $152.0M 2024-08-12 $873.70
2024 Q1 ADDED — — — 203,800 +81,100 +66.1% 0.10% $158.5M 2024-05-10 $749.54
2024 Q1 REDUCED 80.1% +17.7% ❌ 122,700 -493,883 -80.1% 0.06% $95.5M 2024-05-10 $749.54
2024 Q1 ADDED — — — 616,583 +485,783 +371.4% 0.32% $479.7M 2024-05-10 $749.54
2023 Q4 REDUCED 46.1% +30.7% ❌ 130,800 -111,800 -46.1% 0.05% $76.2M 2024-02-09 $728.70
2023 Q4 REDUCED 58.4% +30.7% ❌ 242,600 -340,501 -58.4% 0.10% $141.4M 2024-02-09 $728.70
2023 Q4 ADDED — — — 583,101 +395,801 +211.3% 0.24% $339.9M 2024-02-09 $728.70
182 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% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 27.26% Goelzer Investment Management, Inc. 3Y 7Y 24.04% Holistic Financial Partners 3Y 7Y 23.14% Cascade Financial Partners, LLC 22.44% 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%

FAQ About CITIGROUP INC and LLY

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

How long has CITIGROUP INC reported owning LLY?

CITIGROUP INC reported LLY across 30 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LLY position in CITIGROUP INC's portfolio?

The largest reported portfolio weight for LLY was 0.48% in 2025 Q1.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2026 Q1, when CITIGROUP INC reported 67,200 shares, equal to 0.03% of portfolio, with an estimated market value of $61.8M.

What does the chart on this LLY ownership page compare?

The chart compares CITIGROUP INC'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 CITIGROUP INC time their LLY position?

Based on 13F filing dates vs. subsequent LLY price moves, CITIGROUP INC correctly timed 110 out of 211 reported position changes (52%). The annualised alpha on LLY relative to SPY over the holding period was +4.0%.

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