LLY — ELI LILLY & CO. COMMON STOCK

Ownership history in CITIZENS FINANCIAL GROUP INC/RI  ·  53 quarters on record

AI Ownership Summary

CITIZENS FINANCIAL GROUP INC/RI reported ELI LILLY & CO. COMMON STOCK (LLY) in 53 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.08% in 2025 Q4. The latest visible filing shows LLY at 1.08% 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 CITIZENS FINANCIAL GROUP INC/RI's position in ELI LILLY & CO. COMMON STOCK, 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 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2025 Q4

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 CITIZENS FINANCIAL GROUP INC/RI fund profile CITIZENS FINANCIAL GROUP INC/RI full holdings
How CITIZENS FINANCIAL GROUP INC/RI held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 74,935 +648 +0.9% 1.08% $80.5M 2026-02-14 (Est.) $1040.00
2025 Q3 ADDED 74,287 +3,600 +5.1% 0.78% $56.7M 2025-10-24 $822.87
2025 Q2 ADDED 70,687 +14,222 +25.2% 0.89% $55.1M 2025-08-08 $622.32
2025 Q1 ADDED 56,465 +2,418 +4.5% 0.92% $46.6M 2025-05-09 $729.17
2024 Q4 ADDED 54,047 +3,472 +6.9% 0.81% $41.7M 2025-02-07 $870.35
2024 Q3 REDUCED 50,575 -2,512 -4.7% 0.90% $44.8M 2024-11-08 $822.65
2024 Q2 ADDED 53,087 +13,828 +35.2% 1.07% $48.1M 2024-08-09 $880.91
2024 Q1 UNCHANGED 39,259 — 0% 0.79% $22.9M 2024-05-10 $749.54
2023 Q4 ADDED 39,259 +1,227 +3.2% 0.79% $22.9M 2024-02-02 $657.31
44 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

LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 4.4% Marex Group plc 3.85% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 2.84% Coastline Trust Co 3Y 7Y 1.91% NEVILLE RODIE & SHAW INC 3Y 7Y 1.39% Hilltop National Bank 1.17% ADIRONDACK TRUST CO 3Y 7Y 1.16% Fulcrum Equity Management 3Y 7Y 0.81% First County Bank /CT/ 0.62% Adelphi Trust Co 0.58%

FAQ About CITIZENS FINANCIAL GROUP INC/RI and LLY

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

How long has CITIZENS FINANCIAL GROUP INC/RI reported owning LLY?

CITIZENS FINANCIAL GROUP INC/RI reported LLY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LLY position in CITIZENS FINANCIAL GROUP INC/RI's portfolio?

The largest reported portfolio weight for LLY was 1.08% in 2025 Q4.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when CITIZENS FINANCIAL GROUP INC/RI reported 74,935 shares, equal to 1.08% of portfolio, with an estimated market value of $80.5M.

What does the chart on this LLY ownership page compare?

The chart compares CITIZENS FINANCIAL GROUP INC/RI'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.

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