LLY β€” LILLY ELI & CO

Ownership history in Highview Capital Management LLC/DE/  Β·  17 quarters on record

AI Ownership Summary

Highview Capital Management LLC/DE/ reported LILLY ELI & CO (LLY) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.48% in 2024 Q2. The latest visible filing shows LLY at 2.14% 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 Highview Capital Management LLC/DE/'s position in LILLY ELI & CO, 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 2.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.48% 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 Q3 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 Highview Capital Management LLC/DE/ fund profile Highview Capital Management LLC/DE/ full holdings
How Highview Capital Management LLC/DE/ held LLY β€” position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5,645 -122 -2.1% 2.14% $6.1M 2026-02-14 (Est.) $1040.00
2025 Q3 REDUCED 5,767 -26 -0.4% 1.62% $4.4M 2025-11-13 $1019.67
2025 Q2 ADDED 5,793 +85 +1.5% 1.74% $4.5M 2025-08-11 $631.84
2025 Q1 REDUCED 5,708 -1,363 -19.3% 1.97% $4.7M 2025-04-30 $892.34
2024 Q4 ADDED 7,071 +308 +4.6% 2.12% $5.5M 2025-01-31 $803.73
2024 Q3 ADDED 6,763 +181 +2.7% 2.44% $6.0M 2024-10-25 $883.15
2024 Q2 ADDED 6,582 +73 +1.1% 2.48% $6.0M 2024-07-29 $798.03
2024 Q1 REDUCED 6,509 -201 -3.0% 2.28% $5.1M 2024-04-26 $723.42
2023 Q4 ADDED 6,710 +311 +4.9% 2.08% $3.9M 2024-01-29 $635.01
2023 Q3 REDUCED 6,399 -69 -1.1% 1.97% $3.4M 2023-10-20 $574.53
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding LLY

As of 2025 Q4 β€” sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% Private Capital Advisors, Inc. 3Y 7Y 46.91% XR Securities LLC 3Y 7Y 41.84% Bedel Financial Consulting, Inc. 3Y 7Y 37.93% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 30.13% Goelzer Investment Management, Inc. 3Y 7Y 27.06% Holistic Financial Partners 3Y 7Y 26.45% Cascade Financial Partners, LLC 25.78% SAPIENT CAPITAL LLC 22.72% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 22.67%

FAQ About Highview Capital Management LLC/DE/ and LLY

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

How long has Highview Capital Management LLC/DE/ reported owning LLY?

Highview Capital Management LLC/DE/ reported LLY across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported LLY position in Highview Capital Management LLC/DE/'s portfolio?

The largest reported portfolio weight for LLY was 2.48% in 2024 Q2.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when Highview Capital Management LLC/DE/ reported 5,645 shares, equal to 2.14% of portfolio, with an estimated market value of $6.1M.

What does the chart on this LLY ownership page compare?

The chart compares Highview Capital Management LLC/DE/'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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