Jupiter Investment Management Ltd LLY — LILLY ELI & CO COM

Ownership history in Jupiter Investment Management Ltd  ·  40 quarters on record

AI Ownership Summary

Jupiter Investment Management Ltd reported LILLY ELI & CO COM (LLY) in 40 quarterly 13F filings .

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 Jupiter Investment Management Ltd's position in LILLY ELI & 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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
40 quarters

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 Jupiter Investment Management Ltd fund profile Jupiter Investment Management Ltd full holdings
How Jupiter Investment Management Ltd 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 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
40 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% Goelzer Investment Management, Inc. 3Y 7Y 24.04% 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% Trust Investment Advisors 3Y 7Y 10.39% Amanah Holdings Trust 10.13% OLD NATIONAL BANCORP /IN/ 3Y 7Y 9.45% Chronos Wealth Management, LLC 3Y 9.31%

FAQ About Jupiter Investment Management Ltd and LLY

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

How long has Jupiter Investment Management Ltd reported owning LLY?

Jupiter Investment Management Ltd reported LLY across 0 quarterly 13F filings.

What was the largest reported LLY position in Jupiter Investment Management Ltd's portfolio?

This page shows the quarter-by-quarter portfolio weight history for LLY in Jupiter Investment Management Ltd.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2020 Q2, when Jupiter Investment Management Ltd reported 457,409 shares, equal to 1.20% of portfolio, with an estimated market value of $75.1M.

What does the chart on this LLY ownership page compare?

The chart compares Jupiter Investment Management Ltd'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 Jupiter Investment Management Ltd time their LLY position?

Based on 13F filing dates vs. subsequent LLY price moves, Jupiter Investment Management Ltd correctly timed 16 out of 38 reported position changes (42%). The annualised alpha on LLY relative to SPY over the holding period was +2.7%.

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