Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eli Lilly & Co (LLY)

5K + 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
↑ +256
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — LLY

Based on 4620 hedge funds · latest filing: 2026 Q2 · 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
4,620 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 — +20% more funds vs a year ago

fund count last 6Q
+769 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

2663 buying1693 selling
Last quarter: 2,663 funds were net buyers (440 opened a brand new position + 2223 added to an existing one). Only 1,693 were sellers (1509 trimmed + 184 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+156 vs last Q)

new funds entering per quarter
Funds opening a new LLY position: 247 → 707 → 284 → 440. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 18% medium ■ 17% new
3,007 out of 4,620 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.
💎

Buying through price weakness — shares +187%, value +35%

Value
+34%
Shares
+187%
Last quarter: funds added +187% more shares while total portfolio value only changed +35%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

243 → 247 → 707 → 284 → 440 new funds/Q
New funds entering each quarter: 247 → 707 → 284 → 440. LLY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 67% veterans vs 19% newcomers

■ 67% veterans ■ 14% 1-2yr ■ 19% new
Entry-cohort mix of 4,758 holders: 3,192 (67%) are 2+ year veterans, 665 entered 1–2 years ago, and 901 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
76 of 4603 holders are among the 100 largest funds by AUM, controlling 61% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — LLY

In 2026 Q2, 2663 hedge funds were net buyers of LLY (440 opened a new position, 2223 added to an existing one), while 1693 reduced or exited (1509 trimmed, 184 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 61% of total institutional value in LLY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +256 funds (more new holders than closures). Total institutional holders: 4620.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Eli Lilly & Co (LLY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much LLY has moved relative to its sector benchmark (XLV) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 59d ago
LLY
-1.5%
XLV
+8.3%

LLY outperformed XLV by -9.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 14d ago
LLY
+0.1%
XLV
+2.6%

Since the filing became public, LLY outperformed XLV by -2.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

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

112 top-rated funds 249 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
9.0
/ 10
conviction
Hedge Fund Positioning: LLY
5K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 4569 4364 4.7%
13F Shares 814M 792M 2.78%
Total Value $943.45B $701.66B 34.46%
New Positions 430 284 +146
Increased Positions 2180 1906 +274
Closed Positions 208 313 -105
Reduced Positions 1451 1677 -226
Total Calls 66 61 8.2%
Total Puts 85 71 19.72%
PUT/CALL Ratio 1.29 1.16 Bearish

Statistics: LLY

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Valuation Measures Data as of: --

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

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

5K + investors

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

QUARTER:
Top 25 LLY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lilly Endowment Inc 100.00% 90,376,978 $108.40B
2 Rasp Wealth Solutions, LLC 67.76% 169,743 $203.6M
3 Private Capital Advisors, Inc. 43.24% 411,425 $493.5M
4 Bedel Financial Consulting, Inc. 36.97% 328,198 $393.7M
5 PNC Financial Services Group, INC. 30.51% 51,322,720 $61.56B
6 Goelzer Investment Management, Inc. 28.10% 537,488 $644.7M
7 Cascade Financial Partners, LLC 24.65% 236,707 $283.9M
8 Weatherly Asset Management L. P. 23.19% 271,656 $325.8M
9 Sapient Capital LLC 22.72% 1,447,540 $1.74B
10 O'Neil Global Advisors, Inc. 21.37% 79,678 $95.6M
11 Gambit Capital Management, LLC 17.45% 24,997 $30.0M
12 Partnership Wealth Management, LLC 17.16% 21,162 $25.4M
13 Vega Investment Solutions 15.62% 91,725 $110.0M
14 ARP Global Capital Ltd 14.63% 28,295 $33.9M
15 Old National Bancorp /In/ 14.45% 605,458 $726.2M
16 Holistic Financial Partners 14.19% 19,363 $23.2M
17 Teewinot Capital Advisers, L.L.C. 11.45% 131,992 $158.3M
18 Tri Locum Partners LP 11.29% 76,532 $91.8M
19 New Paradigm Capital Management, LLC 11.28% 4,400 $5.3M
20 Glaxis Capital Management, LLC 11.28% 4,680 $5.6M
21 Indie Asset Partners, LLC 11.12% 9,677 $11.6M
22 Chronos Wealth Management, LLC 10.96% 20,586 $24.7M
23 Alessandra Capital Management, LLC 10.84% 12,765 $15.3M
24 Trust Investment Advisors 10.79% 18,839 $22.6M
25 Asset Planning,Inc 10.27% 13,230 $15.9M
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?

More buyers than sellers — 61% buying: Last quarter: 2,663 funds were net buyers (440 opened a brand new position + 2223 added to an existing one). Only 1,693 were sellers (1509 trimmed + 184 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for LLY holders?

Elite ownership — 61% AUM from top-100 funds: 76 of 4603 holders are among the 100 largest funds by AUM, controlling 61% 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?

65% of holders stayed for 2+ years: 3,007 out of 4,620 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.

Is it too late to buy Eli Lilly & Co (LLY) following the 2026 Q2 hedge fund 13F filings?

As of today, LLY has moved +0.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to +2.6% for the XLV sector ETF — an outperformance of -2.5%. Since the quarter end (June 30, 2026), LLY has gained -1.5% vs +8.3% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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