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
↓ -40
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — LLY

Based on 4347 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their LLY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
4,347 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 — +13% more funds vs a year ago

fund count last 6Q
+513 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

2206 buying2027 selling
Last quarter: 2,206 funds bought or added vs 2,027 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.
⚠️

Fewer new buyers each quarter (-430 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 240 → 244 → 706 → 276. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
2,880 out of 4,347 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.
🚀

Acceleration phase — new buyers rushing in

286 → 240 → 244 → 706 → 276 new funds/Q
New funds entering each quarter: 240 → 244 → 706 → 276. 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 — 66% of holders stayed 2+ years

■ 66% veterans ■ 16% 1-2yr ■ 18% new
Of 4,474 current holders: 2,956 (66%) 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 — 52% AUM from top-100 funds

52% from top-100 AUM funds
70 of 4347 holders are among the 100 largest funds by AUM, controlling 52% 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 Q1, 2206 hedge funds were net buyers of LLY (276 opened a new position, 1930 added to an existing one), while 2027 reduced or exited (1711 trimmed, 316 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 52% of total institutional value in LLY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -40 funds (more exits than new entries). Total institutional holders: 4347.

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 Q1 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 March 31, 2026 · 71d ago
LLY
+29.8%
XLV
+4.1%

LLY outperformed XLV by +25.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
LLY
+14.4%
XLV
+5.2%

Since the filing became public, LLY outperformed XLV by +9.2% .

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.

182 top-rated funds 260 high-conviction
Consensus
9.8
/ 10
breadth
×
Elite
9.1
/ 10
conviction
Hedge Fund Positioning: LLY
4K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 4310 4387 -1.76%
13F Shares 780M 816M -4.42%
Total Value $691.90B $850.21B -18.62%
New Positions 266 706 -440
Increased Positions 1892 1678 +214
Closed Positions 343 171 +172
Reduced Positions 1658 1595 +63
Total Calls 61 58 5.17%
Total Puts 71 79 -10.13%
PUT/CALL Ratio 1.16 1.36 Neutral

Statistics: LLY

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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.

QUARTER:
Top 25 institutional holders of LLY — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LILLY ENDOWMENT INC 100.00% 91,896,978 $84.52B
2 Private Capital Advisors, Inc. 42.82% 405,955 $373.4M
3 Bedel Financial Consulting, Inc. 33.92% 327,576 $301.3M
4 PNC FINANCIAL SERVICES GROUP, INC. 27.26% 51,328,908 $47.21B
5 Goelzer Investment Management, Inc. 24.04% 540,417 $497.1M
6 Holistic Financial Partners 23.14% 67,692 $62.3M
7 Cascade Financial Partners, LLC 22.44% 236,682 $217.7M
8 WEATHERLY ASSET MANAGEMENT L. P. 20.31% 273,072 $251.2M
9 VEGA INVESTMENT SOLUTIONS 20.20% 91,879 $84.5M
10 SAPIENT CAPITAL LLC 20.02% 1,444,355 $1.33B
11 Gambit Capital Management, LLC 16.47% 26,000 $23.9M
12 Partnership Wealth Management, LLC 14.84% 21,162 $19.5M
13 Canandaigua National Trust Co of Florida 12.59% 17,046 $15.7M
14 Alessandra Capital Management, LLC 12.44% 13,021 $14.0M
15 Trust Investment Advisors 10.39% 19,302 $17.8M
16 MORGENS WATERFALL VINTIADIS & CO INC 10.19% 9,000 $8.3M
17 Amanah Holdings Trust 10.13% 100,000 $92.0M
18 Indie Asset Partners, LLC 9.72% 9,274 $8.5M
19 OLD NATIONAL BANCORP /IN/ 9.45% 613,291 $564.1M
20 Chronos Wealth Management, LLC 9.31% 20,927 $19.2M
21 Asset Planning,Inc 8.82% 13,491 $12.4M
22 Atle Fund Management AB 8.67% 39,722 $26.8M
23 Gouws Capital LLC 8.45% 17,359 $16.0M
24 Teewinot Capital Advisers, L.L.C. 8.41% 114,611 $105.4M
25 Matthew 25 Management Corp 8.40% 27,500 $25.3M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their LLY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LLY?

Slight buying edge — 52% buying: Last quarter: 2,206 funds bought or added vs 2,027 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 — 52% AUM from top-100 funds: 70 of 4347 holders are among the 100 largest funds by AUM, controlling 52% 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: 2,880 out of 4,347 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 Q1 hedge fund 13F filings?

As of today, LLY has moved +14.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.2% for the XLV sector ETF — an outperformance of +9.2%. Since the quarter end (March 31, 2026), LLY has gained +29.8% vs +4.1% 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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