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LLY Eli Lilly

Health Care, filed as ELI LILLY & CO (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 4 managers in 2026 Q2, sold by 2

  • 3 Owners
  • #51
  • Max 0.6%
  • Master 0.11%
  • $2M
  • 1 add 1 reduce

In 2026 Q3 Kentucky Trust added to Eli Lilly, while David Katz trimmed.

Who owns this now

Largest portfolio weights among holders, up to 0.6% (Kentucky Trust Co., Kentucky Trust). Not free-float ownership.

  1. Kentucky Trust Co. Add 0.60%
  2. Torray Investment Partners 0.06%
  3. David Katz Reduce 0.03%

Who owns LLY

Sorted by value, long equity only, as of 2026 Q3.

History
Kentucky Trust Co., Kentucky Trust 0.60%, was 0.59% Add +1.0% 1,033 $1.2M History
Torray Investment Partners 0.06% Hold 398 $461K History
David Katz, Matrix Asset Advisors 0.03% Reduce −1.9% 305 $352K History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by LLY's executives, directors and 10% owners in the last 12 months, from their Form 4s

All LLY insider trades
  • None no insider bought on the open market
  • $78.4B sold by 1 insider outside a trading plan
  • $19.8M sold by 4 insiders under 10b5-1 plans
  1. Patrik Jonsson EVP & President, LLY Int'l
    Planned sale
    $7.6M 6,500 shares at $1,175.10 11% of stake
    Traded Aug 17 Filed Aug 18
    ↗
  2. Donald A Zakrowski SVP, Finance, & CAO
    Planned sale
    $2.4M 2,000 shares at $1,185.01 57% of stake
    Traded Aug 10 Filed Aug 11
    ↗
  3. Anat Hakim EVP, GC & Secretary
    Planned sale
    $6M 5,000 shares at $1,190.00 30% of stake
    Traded Aug 7 Filed Aug 10
    ↗
  4. Ilya Yuffa EVP&Pres, LLY USA&Global Capab
    Planned sale
    $2.9M 2,500 shares at $1,150.77 7.7% of stake
    Traded Jun 10 Filed Jun 11
    ↗
  5. Lilly Endowment Inc. Insider
    Sale
    $15.8M 15,828 shares at $995.36 <0.1% of stake
    Traded May 6 Filed May 7
    ↗
  6. Lilly Endowment Inc. 10% owner
    Sale
    $322M 292,148 shares at $1,103.48 0.3% of stake
    Traded Jan 7 Filed Jan 8
    ↗
  7. Lilly Endowment Inc. 10% owner
    Sale
    $1.5M 1,390 shares at $1,085.01 <0.1% of stake
    Traded Jan 5 Filed Jan 6
    ↗
  8. Lilly Endowment Inc. 10% owner
    Sale
    $3.9M 3,593 shares at $1,085.04 <0.1% of stake
    Traded Dec 29, 2025 Filed Dec 30, 2025
    ↗
  9. Lilly Endowment Inc. 10% owner
    Sale
    $2.9M 2,629 shares at $1,085.17 <0.1% of stake
    Traded Dec 24, 2025 Filed Dec 29, 2025
    ↗
  10. Lilly Endowment Inc. 10% owner
    Sale
    $260K 240 shares at $1,085.04 <0.1% of stake
    Traded Dec 23, 2025 Filed Dec 29, 2025
    ↗
  11. Lilly Endowment Inc. 10% owner
    Sale
    $17.3M 15,632 shares at $1,109.30 <0.1% of stake
    Traded Nov 25, 2025 Filed Nov 26, 2025
    ↗
  12. Lilly Endowment Inc. 10% owner
    Sale
    $161M 147,061 shares at $1,095.35 0.2% of stake
    Traded Nov 25, 2025 Filed Nov 26, 2025
    ↗
  13. Lilly Endowment Inc. 10% owner
    Sale
    $152M 142,307 shares at $1,068.52 0.2% of stake
    Traded Nov 24, 2025 Filed Nov 25, 2025
    ↗
  14. Lilly Endowment Inc. 10% owner
    Sale
    $112M 105,326 shares at $1,058.66 0.1% of stake
    Traded Nov 21, 2025 Filed Nov 24, 2025
    ↗
  15. Lilly Endowment Inc. 10% owner
    Sale
    $39.1M 37,148 shares at $1,051.66 <0.1% of stake
    Traded Nov 20, 2025 Filed Nov 21, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 56 stock grants, 5 gifts, 1 option exercise, and 1 share withholding for taxes.

Congress

26 members of Congress traded LLY in the last three years: 34 buys and 51 sales. 23 members listed it in 2025 annual reports.

All Congress trades
  1. Michael A. Rulli R-OH-6 Sell $1K–$15K Jul 1 filed Aug 7
  2. Michael A. Rulli R-OH-6 Buy $1K–$15K Jan 2 filed Aug 7
  3. Michael A. Rulli R-OH-6 Sell $1K–$15K Dec 2, 2025 filed Aug 7
  4. Alan Armstrong R-OK Sell $1K–$15K Mar 27 filed Jul 21
  5. Dan Newhouse R-WA-4Spouse Partial sale $1K–$15K Jul 10 filed Jul 17
  6. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $50K–$100K Jun 10 filed Jul 2

SEC filings

Recent issuer filings from EDGAR, 11 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13D — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13D — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 8.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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 $0.752B $0.45B $4B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.