ELI LILLY & CO

$LLY
13F holders
4,286
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
3trades
Convergence

Institutional holders

Top 10 of 4,286 · Source: 13F-HR
01
Axa S.a.
02
State Street
03
Envestnet Asset Management Inc.
04
State Farm Mutual Automobile Insurance Co.
05
Brightline Capital Management, LLC
06
Litman Gregory Wealth Management LLC
07
ProShare Advisors LLC
08
Primecap Management CO
09
First Financial Bankshares Inc.
10
Augustine Asset Management Inc.

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 4,286 13F holders · Pro →

Smart Money · top-200 alpha cohort

90 holders · Q1 2026
46 New Entrants Drive $LLY to 90 Cohort Holders in Q1 2026

Ninety top-200 alpha managers held $LLY as of Q1 2026 — up sharply from the prior quarter, driven almost entirely by 46 new initiations. Cypress Capital Group stands out as the one conviction add, lifting its weight by +4.65pp to 4.85%. Against that, Mountain Hill Investment Partners Corp. effectively exited, collapsing from 10.40% to a residual 0.02% (-10.38pp).

The trimming cohort is small but meaningful. Sapient Capital LLC, the largest holder at 20.02%, cut -2.70pp from 22.72%. Polymer Capital Management (HK) LTD reduced by -3.55pp to 3.45%, and Lumbard & Kellner, LLC shed -3.85pp to reach 0.80%. RFG Advisory, LLC dropped from 2.86% to 0.15% (-2.70pp). TRUE Private Wealth Advisors trimmed -1.99pp to 0.60%. Five trimmers in total; none exited outright.

The cohort's average position weight sits at 1.02%, with a range of effectively 0.0% to 20.02% — a distribution dominated by Sapient's outsized allocation. Strip that single name out and the cohort is remarkably flat-weighted across the remaining 89 holders. Of the 37 holders that carried positions from Q4 2025, the overwhelming majority held flat with sub-0.5pp moves in either direction.

Forty-six initiations in a single quarter is a structurally notable number; the median new position among them is well below 0.5%, suggesting broad but shallow first-look allocations rather than high-conviction entries.

01
Cypress Capital Group
4.85% ↑ +4.7pp
α +12.6pts
02
Sectoral Asset Management Inc.
4.84% NEW
α +39.3pts
03
Sharpepoint LLC
4.31% ↓ 0.7pp
α +11.4pts
04
Costello Asset Management, INC
3.18% held
α +14.3pts
05
Laidlaw Wealth Management LLC
3.02% held
α +11.1pts
06
Shufro Rose & Co. LLC
2.81% ↑ +2.4pp
α +32.3pts
07
Stelac Advisory Services LLC
2.67% NEW
α +13.4pts
08
Wellington Management Group LLP
2.31% held
α +10.5pts
09
Somerset Group LLC
2.17% NEW
α +64.8pts
10
Elefante Mark B
2.04% held
α +10.8pts
11
Terra Nova Asset Management LLC
1.73% NEW
α +11.1pts
12
Oak Grove Capital LLC
1.61% NEW
α +23.3pts
13
Vista Investment Partners LLC
1.46% held
α +10.8pts
14
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
1.35% ↑ +1.1pp
α +27.5pts
15
Ted Buchan & Co
1.35% NEW
α +13.2pts
16
TABR Capital Management, LLC
1.22% NEW
α +13.6pts
17
RiverPark Advisors, LLC
1.16% held
α +21.5pts
18
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
1.10% NEW
α +13.4pts
19
Sandler Capital Management
1.03% held
α +12.8pts
20
IAM Advisory, LLC
0.96% NEW
α +49.7pts
21
Diadema Partners LP
0.96% ↑ +0.6pp
α +13.2pts
22
Choate Investment Advisors
0.91% NEW
α +13.8pts
23
MFA Wealth Services
0.90% NEW
α +16.2pts
24
Triasima Portfolio Management inc.
0.88% held
α +15.7pts
25
Stamos Capital Partners, L.P.
0.88% NEW
α +10.2pts
26
Banco Santander, S.A.
0.86% held
α +12.6pts
27
Erste Asset Management GmbH
0.83% NEW
α +33.4pts
28
Sulzberger Capital Advisors, Inc.
0.82% NEW
α +15.0pts
29
Hummer Financial Advisory Services Inc
0.81% NEW
α +53.0pts
30
D L Carlson Investment Group Inc.
0.79% held
α +17.7pts
31
Bellevue Group AG
0.74% held
α +12.2pts
32
Quantum Financial Planning Services, Inc.
0.72% held
α +28.9pts
33
Nisa Investment Advisors, LLC
0.72% held
α +16.6pts
34
Citigroup Inc.
0.68% NEW
α +26.3pts
35
Svb Wealth LLC
0.65% held
α +29.6pts
36
Capital Markets Trading UK LLP
0.61% held
α +19.5pts
37
TRUE Private Wealth Advisors
0.60% ↓ 2.0pp
α +23.4pts
38
Fiduciary Alliance LLC
0.59% held
α +16.8pts
39
Voloridge Investment Management, LLC
0.55% NEW
α +15.5pts
40
Connor, Clark & Lunn Investment Management Ltd.
0.54% held
α +12.3pts
41
Merrion Investment Management Co, LLC
0.54% held
α +16.0pts
42
Aigen Investment Management, LP
0.49% NEW
α +50.5pts
43
Fulton Bank, N.a.
0.45% NEW
α +23.8pts
44
Long Island Wealth Management, Inc.
0.44% held
α +21.8pts
45
Tandem Wealth Advisors LLC
0.43% held
α +14.1pts
46
Banque Pictet & Cie SA
0.42% NEW
α +10.3pts
47
Plum Street Advisors, LLC
0.40% held
α +18.0pts
48
Bolthouse Investments, LLC
0.40% NEW
α +13.6pts
49
Gentry Private Wealth, LLC
0.39% held
α +22.9pts
50
Venture Visionary Partners LLC
0.39% NEW
α +10.3pts
51
Bradley Foster & Sargent INC
0.39% NEW
α +11.1pts
52
New Age Alpha Advisors, LLC
0.36% held
α +10.8pts
53
GM Advisory Group, LLC
0.35% held
α +16.5pts
54
Principal Securities, Inc.
0.31% held
α +21.3pts
55
ADAR1 Capital Management, LLC
0.28% NEW
α +74.0pts
56
Impact Partnership Wealth, LLC
0.26% NEW
α +10.3pts
57
Johnson Financial Group, Inc.
0.26% held
α +14.7pts
58
Courier Capital LLC
0.24% NEW
α +14.9pts
59
Echo45 Advisors LLC
0.23% held
α +17.2pts
60
Walkner Condon Financial Advisors LLC
0.18% NEW
α +23.7pts
61
Beverly Hills Private Wealth, LLC
0.17% NEW
α +10.4pts
62
Endeavor Private Wealth, Inc.
0.17% held
α +13.5pts
63
Focused Wealth Management, Inc
0.15% NEW
α +19.2pts
64
RFG Advisory, LLC
0.15% ↓ 2.7pp
α +16.2pts
65
Resolute Advisors LLC
0.15% NEW
α +53.0pts
66
Scopia Capital Management LP
0.14% NEW
α +10.2pts
67
ELCO Management Co., LLC
0.14% NEW
α +10.8pts
68
Seldon Capital LP
0.14% held
α +20.5pts
69
Independent Solutions Wealth Management, LLC
0.13% NEW
α +19.1pts
70
Corsicana & Co.
0.12% held
α +20.0pts
71
Narus Financial Partners, LLC
0.12% held
α +11.1pts
72
Kieckhefer Group LLC
0.11% held
α +13.5pts
73
Greenwich Wealth Management LLC
0.11% held
α +12.7pts
74
Level Financial Advisors
0.11% held
α +30.9pts
75
Nikko Asset Management Americas, Inc.
0.10% NEW
α +22.1pts
76
ProVise Management Group, LLC
0.09% held
α +11.2pts
77
Tributary Capital Management, LLC
0.09% held
α +40.6pts
78
Legacy Wealth Management, LLC / MS
0.09% held
α +14.9pts
79
LM Advisors LLC
0.08% held
α +15.5pts
80
Eventide Asset Management, LLC
0.08% held
α +22.5pts
81
Cornerstone Management, Inc.
0.07% held
α +12.4pts
82
Cacti Asset Management LLC
0.04% held
α +12.7pts
83
Linscomb Wealth, Inc.
0.04% held
α +32.6pts
84
Pittenger & Anderson Inc.
0.03% held
α +21.3pts
85
CV Advisors LLC
0.03% held
α +29.1pts
86
Mountain Hill Investment Partners Corp.
0.02% ↓ 10.4pp
α +15.0pts
87
WINTON GROUP Ltd
0.01% held
α +27.0pts
88
Truepoint, Inc.
0.01% held
α +21.4pts
89
Quarry LP
0.01% held
α +10.6pts
90
Knightsbridge Asset Management, LLC
0.00% held
α +24.2pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

36 transactions · 1 filers
07 Jan 2026
Lilly Endowment Inc.
▼ SOLD
2,737
$1,116.69
S
07 Jan 2026
Lilly Endowment Inc.
▼ SOLD
2,210
$1,115.76
S
07 Jan 2026
Lilly Endowment Inc.
▼ SOLD
4,342
$1,114.37
S
07 Jan 2026
Lilly Endowment Inc.
▼ SOLD
9,053
$1,113.77
S
07 Jan 2026
Lilly Endowment Inc.
▼ SOLD
4,652
$1,112.43
S
07 Jan 2026
Lilly Endowment Inc.
▼ SOLD
2,085
$1,111.21
S
07 Jan 2026
Lilly Endowment Inc.
▼ SOLD
3,464
$1,110.37
S
07 Jan 2026
Lilly Endowment Inc.
▼ SOLD
8,513
$1,109.32
S
07 Jan 2026
Lilly Endowment Inc.
▼ SOLD
13,247
$1,108.42
S
07 Jan 2026
Lilly Endowment Inc.
▼ SOLD
16,650
$1,107.37
S
07 Jan 2026
Lilly Endowment Inc.
▼ SOLD
13,701
$1,106.42
S
07 Jan 2026
Lilly Endowment Inc.
▼ SOLD
24,362
$1,105.46
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

14 disclosures · STOCK Act
House · Florida · Traded Apr 2
BOUGHT
$1K–$15K
May 14STOCK
House · Florida · Traded Apr 2
BOUGHT
$1K–$15K
May 14STOCK
Traded Feb 13
SOLD
$1K–$15K
Mar 24STOCK
House · Ohio · Traded Feb 26
BOUGHT
$1K–$15K
Mar 6STOCK
House · Ohio · Traded Feb 9
SOLD
$1K–$15K
Feb 20STOCK
House · Ohio · Traded Jan 16
SOLD
$1K–$15K
Feb 2STOCK
Traded Dec 29
BOUGHT
$1K–$15K
Jan 26STOCK
Senate · Oklahoma · Traded Dec 29
BOUGHT
$15K–$50K
Jan 16STOCK
House · Texas · Traded Dec 18
SOLD
$1K–$15K
Jan 15STOCK
House · Ohio · Traded Dec 10
SOLD
$1K–$15K
Dec 19STOCK
See full $LLY Congress history →

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $LLY lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $LLY — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:15 UTC.