undamentalytics Newsletter

Lilly (Eli): which funds bought and sold

Institutions that bought and sold Lilly (Eli) shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 2,546 institutions that filed 13F reports for both quarters added to or opened positions in Lilly (Eli), and 1,577 cut or closed them. Together they sold a net 75K shares, −0.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 5.1M shares (−3.3%); index fund managers were net buyers of 2.0M shares (+0.9%). 344 opened a new position and 106 sold out entirely.

Bought, Q2 2026 2,546 institutions, 344 of them new holders Sold, Q2 2026 1,577 institutions, 106 of them sold out
Net change, all compared −75K shares (−0.0%)
Net change, active managers −5.1M shares (−3.3%), 73 bought, 73 sold

Buyers versus sellers

institutions compared, 4,642
Active managers and hedge funds 73 bought · 73 sold · −5.1M
Index fund managers 8 bought · 4 sold · +2.0M
Other institutions 2,465 bought · 1,500 sold · +3.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager +2.1M +8.1% 28.5M $34.1B
SG Americas Securities, LLC +1.3M +204.1% 2.0M $2.4B
Goldman Sachs Group Inc +1.3M +20.7% 7.7M $9.2B
Blackrock, Inc. Index funds +1.2M +1.7% 67.5M $81B
Morgan Stanley +789K +5.1% 16.2M $19.5B
Citadel Advisors LLC Hedge fund +704K +291.1% 945K $1.1B
State Street Corp Index funds +606K +1.7% 36.2M $43.4B
American Century Companies Inc Active manager +509K +27.6% 2.4M $2.8B
Castle Hook Partners LP Hedge fund +465K New position 465K $558M
Jennison Associates LLC Active manager +401K +7.9% 5.5M $6.6B
Nomura Asset Management International Inc. +381K +263.4% 526K $631M
Jane Street Group, LLC +342K +295.6% 458K $550M
Alphinity Investment Management Pty Ltd +301K New position 301K $361M
1832 Asset Management L.P. +296K +293.2% 397K $476M
AGF Management Ltd +284K +104.5% 556K $667M
Capital World Investors Active manager +281K +1.8% 15.9M $19.1B
Systematic Alpha Investments, LLC +279K New position 279K $335M
Victory Capital Management Inc Active manager +275K +14.7% 2.1M $2.6B
Canada Pension Plan Investment Board +267K +18.5% 1.7M $2.1B
Wells Fargo & Company +240K +5.5% 4.6M $5.6B

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Capital Research Global Investors Active manager −3.8M −15.3% 20.9M $25B
Wellington Management Group LLP Active manager −2.4M −18.1% 11.0M $13.2B
Lilly Endowment Inc −1.5M −1.7% 90.4M $108B
Jpmorgan Chase & Co −1.1M −8.0% 12.6M $15.5B
Diamant Asset Management, Inc. −1.1M −99.9% 1,164 $1.4M
T. Rowe Price Investment Management, Inc. Active manager −976K −95.1% 50K $60.5M
Assenagon Asset Management S.A. −548K −35.4% 1.0M $1.2B
Barclays PLC −420K −26.8% 1.1M $1.4B
Parnassus Investments, LLC Active manager −410K −43.8% 525K $630M
Rathbones Group PLC −388K −46.5% 448K $537M
Capital International Investors Active manager −382K −6.2% 5.7M $6.9B
California Public Employees Retirement System −374K −20.6% 1.4M $1.7B
Qube Research & Technologies Ltd Hedge fund −369K −51.5% 346K $416M
Edgewood Management LLC Active manager −305K −44.0% 389K $466M
Nuveen, LLC −276K −5.2% 5.1M $6.1B
Polen Capital Management LLC Active manager −248K −27.1% 667K $800M
Amundi −247K −4.9% 4.8M $5.8B
Marshall Wace, LLP Hedge fund −242K −41.9% 335K $401M
Legal & General Group PLC −234K −4.4% 5.1M $6.2B
Adage Capital Partners Gp, L.L.C. Hedge fund −231K −24.1% 726K $871M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Castle Hook Partners LPHedge fund 465K $558M
Alphinity Investment Management Pty Ltd 301K $361M
Systematic Alpha Investments, LLC 279K $335M
Meitav Investment House Ltd 119K $143M
Kinetic Partners Management, LP 113K $135M
Marsico Capital Management LLCActive manager 91K $110M
Ossiam 90K $108M
O'Neil Global Advisors, Inc. 80K $95.6M
Glenview Capital Management, LLCHedge fund 58K $69.3M
Rheos Capital Works Inc. 35K $42M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Burkehill Global Management, LPHedge fund 145K $133M
Private Advisor Group, LLC 86K $79.6M
Ilex Capital Partners (UK) LLP 60K $55M
Nearwater Capital Markets, Ltd 40K $36.8M
Artia Global Partners LP 38K $35.2M
Pbcay One Rsc Ltd 38K $34.7M
Spear Holdings Rsc Ltd 38K $34.7M
Aquatic Capital Management LLC 34K $31.1M
Davern Capital Partners, LP 27K $25.1M
J. Goldman & Co LPHedge fund 21K $19.5M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
4,610
Ten largest holders
51.5%
of 13F-reported shares
Index fund managers
27.9%
of 13F-reported shares
Active managers and hedge funds
19.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 73 73 15 8 −5.1M −3.3%
Index fund managers 8 4 0 0 +2.0M +0.9%
Other institutions 2,465 1,500 329 98 +3.0M +0.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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