Eli Lilly & Co (LLY) Hedge Fund Ownership (Q2 2026)

Eli Lilly & Co (LLY)

5K + Investors. Track Smart Money conviction in LLY. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — LLY

Based on 4642 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

4,642 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.

🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q

+791 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 61% buying

2678 buying1688 selling

Last quarter: 2,678 funds were net buyers (451 opened a brand new position + 2227 added to an existing one). Only 1,688 were sellers (1515 trimmed + 173 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+167 vs last Q)

new funds entering per quarter

Funds opening a new LLY position: 247 → 707 → 284 → 451. 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

3,017 out of 4,642 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%

+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 → 451 new funds/Q

New funds entering each quarter: 247 → 707 → 284 → 451. 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 4,780 holders: 3,203 (67%) are 2+ year veterans, 668 entered 1–2 years ago, and 909 (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 4625 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.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

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

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

8.2%

Total Puts

19.72%

PUT/CALL Ratio

1.29

1.16

Bearish

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:

FILTER:All New Added To Reduced No Change | Overweight >5%

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: 2,678 funds were net buyers (451 opened a brand new position + 2227 added to an existing one). Only 1,688 were sellers (1515 trimmed + 173 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 4625 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: 3,017 out of 4,642 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.

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Eli Lilly & Co (LLY)

Smart Money Signals — LLY

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +21% more funds vs a year ago

More buyers than sellers — 61% buying

More new buyers each quarter (+167 vs last Q)

65% of holders stayed for 2+ years

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

Peak discovery — momentum slowing

Veteran-anchored — 67% veterans vs 19% newcomers

Elite ownership — 61% AUM from top-100 funds

Institutional Sentiment Summary — LLY

What Fund Managers Are Saying About LLY

Hedge Fund Ownership: LLY

Market Analysis: LLY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: LLY

Hedge Fund Positioning: LLY

Statistics: LLY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Research on LLY

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Frequently Asked Questions — Eli Lilly & Co (LLY)

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