Follow-The-Filings

Security

LLY

Eli Lilly & Co. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

28 owners 1 new max 5.8% (Polen Capital Management LLC)

grid → activity → earnings →
owners 28
rank #42
master % 0.26%
max % 5.8%
tracked value $112B
qoq N 1 A 9 R 13

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Polen Capital Management LLC 2026 Q1 5.8% Reduce +0.10 pp 914,557 $841M hist
Jensen Investment Management Inc. 2026 Q1 4.2% Reduce -0.04 pp 230,671 $212M hist
Mairs & Power Inc. 2026 Q1 3.1% Reduce -0.51 pp 326,306 $300M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 1.5% Add -0.18 pp 4,838,986 $4.5B hist
Norges Bank 2025 Q4 stale 1.4% Exit -1.39 pp 12,074,882 $13B hist
Vanguard Group Inc. 2025 Q4 stale 1.3% Add +0.35 pp 81,965,974 $88.1B hist
Natixis Advisors, LLC 2026 Q1 1.0% Add -0.11 pp 780,730 $718M hist
Kentucky Trust Co. 2026 Q2 stale 0.6% — 1,023 $1.2B hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.5% Reduce -0.65 pp 576,174 $530M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.4% Add +0.07 pp 855,420 $786M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.4% Add +0.11 pp 637,382 $586M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.3% Reduce 0.00 pp 70,812 $65M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.2% Reduce -0.02 pp 85,066 $78M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.2% Reduce -0.05 pp 22,199 $20M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Reduce -0.05 pp 275,989 $254M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.1% Add +0.03 pp 95,766 $88M hist
Renaissance Technologies LLC 2026 Q1 0.1% Reduce -0.17 pp 71,788 $66M hist
Cathie Wood - Ark Investment Management LLC 2026 Q1 0.1% New 0.1% 12,676 $12M hist
Torray Investment Partners LLC 2026 Q2 stale 0.1% — 398 $477 hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add 0.00 pp 16,175 $15M hist
Ancora Advisors LLC 2026 Q1 0.1% Add 0.00 pp 2,752 $3M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.08 pp 241,714 $222M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% Reduce -0.02 pp 3,965 $4M hist
David Katz - Matrix Asset Advisors INC/NY 2026 Q2 stale 0.0% — 311 $372M hist
Dodge & Cox 2026 Q1 0.0% Reduce 0.00 pp 42,012 $39M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.15 pp 17,835 $16M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.02 pp 13,068 $14M hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 0.0% Add 0.00 pp 450 $414 hist

28 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
8-K 8.01,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
424B2 424B2 Filing Doc
4 Period May 6, 2026 Filing Doc
8-K 5.07 Filing Doc
424B2 424B2 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q 10-Q Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
DEFA14A DEFA14A Filing Doc

Updated 11 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $34.12B $45.04B $65.18B
Gross profit * $27.04B $36.62B $54.13B
Gross margin * 79.2% 81.3% 83.0%
Net income $5.24B $10.59B $20.64B
Net margin * 15.4% 23.5% 31.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $25.73B $32.74B $55.63B
Total non-current assets * $38.28B $45.98B $56.85B
Total assets $64.01B $78.71B $112.48B
Total current liabilities $27.29B $28.38B $35.23B
Total non-current liabilities $25.85B $36.07B $50.71B
Total equity $10.77B $14.19B $26.54B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $4.24B $8.82B $16.81B
Cash from investing -$7.15B -$9.3B -$10.97B
Cash from financing $3.5B $1.23B -$2.21B
Net change in cash $751.6M $449.8M $4B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders