Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ELI LILLY & CO (LLY)

4K + Investors. Track Smart Money conviction in LLY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +481
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — LLY

Based on 4063 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added LLY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
4,063 hedge funds hold LLY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+504 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

2253 buying1671 selling
Last quarter: 2,253 funds bought or added vs 1,671 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+425 vs last Q)

new funds entering per quarter
Funds opening a new LLY position: 257 → 215 → 215 → 640. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
2,678 out of 4,063 hedge funds have held LLY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +44% but shares only +3% — price-driven

Value
+43%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +44%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

355 → 257 → 215 → 215 → 640 new funds/Q
New funds entering each quarter: 257 → 215 → 215 → 640. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 14% 1-2yr ■ 21% new
Of 4,180 current holders: 2,712 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
50 of 4063 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in LLY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: LLY

How many hedge funds hold LLY — quarterly history vs. share price
Quarterly hedge fund ownership of LLY vs. share price

Market Analysis: LLY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LLY

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

295 top-rated funds 342 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
9.2
/ 10
conviction
Hedge Fund Positioning: LLY
2026 Q1 Stats Unlock in 20 days 4K + Investors

Track Smart Money conviction in LLY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 4180 3717 12.46%
13F Shares 803M 779M 3.1%
Total Value $837.86B $582.61B 43.81%
New Positions 646 223 +423
Increased Positions 1749 1851 -102
Closed Positions 168 234 -66
Reduced Positions 1685 1535 +150
Total Calls 58 69 -15.94%
Total Puts 78 80 -2.5%
PUT/CALL Ratio 1.34 1.16 Bearish

Statistics: LLY

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

4K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LLY. Verified SEC 13F-HR filings.

Top 25 institutional holders of LLY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LILLY ENDOWMENT INC 100.00% 91,896,978 $84.52B
2 Goelzer Investment Management, Inc. 24.04% 540,417 $497.1M
3 WEATHERLY ASSET MANAGEMENT L. P. 20.31% 273,072 $251.2M
4 SAPIENT CAPITAL LLC 20.02% 1,444,355 $1.33B
5 Partnership Wealth Management, LLC 14.84% 21,162 $19.5M
6 Canandaigua National Trust Co of Florida 12.59% 17,046 $15.7M
7 Trust Investment Advisors 10.39% 19,302 $17.8M
8 Amanah Holdings Trust 10.13% 100,000 $92.0M
9 OLD NATIONAL BANCORP /IN/ 9.45% 613,291 $564.1M
10 Chronos Wealth Management, LLC 9.31% 20,927 $19.2M
11 Asset Planning,Inc 8.82% 13,491 $12.4M
12 PERKINS CAPITAL MANAGEMENT INC 7.61% 8,830 $8.1M
13 Bank & Trust Co 7.04% 11,361 $10.4M
14 SeaTown Holdings Pte. Ltd. 6.79% 11,275 $10.4M
15 Family Legacy Financial Solutions, LLC 6.68% 8,664 $8.3M
16 Codex Capital Asset Management L.L.C. 6.54% 18,380 $16.9M
17 Kampmann Melissa S. 5.80% 7,861 $7.2M
18 BUILDER INVESTMENT GROUP INC /ADV 5.21% 26,104 $24.0M
19 Orange Investment Advisors, Inc. 5.11% 42,838 $39.4M
20 J. L. Bainbridge & Co., Inc. 5.03% 61,454 $56.5M
21 DSG Capital Advisors, LLC 4.99% 33,928 $31.2M
22 PEOPLES FINANCIAL SERVICES CORP. 4.99% 11,449 $10.5M
23 Overbrook Management Corp 4.84% 27,887 $25.6M
24 bLong Financial, LLC 4.80% 6,903 $6.3M
25 Wiser Advisor Group LLC 4.76% 4,281 $3.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ELI LILLY & CO (LLY)

What does the Smart Money Trend signal show for LLY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LLY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LLY?

Slight buying edge — 57% buying: Last quarter: 2,253 funds bought or added vs 1,671 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LLY holders?

Elite ownership — 57% AUM from top-100 funds: 50 of 4063 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in LLY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LLY?

66% of holders stayed for 2+ years: 2,678 out of 4,063 hedge funds have held LLY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.