STOCK

LLY ELI

Held by 33 of 74 curated managers · 4,575 total holders in our 13F universe.

SMART MONEY HOLDERS · from our curated set

Top managers holding LLY

  1. Sectoral Asset Management Inc. Concentrated bets. Extreme alpha generation.
    Top performer
    4.8% of portfolio
  2. Shufro Rose & Co. LLC Concentrated small-cap value with outsized alpha.
    Top performer
    2.8% of portfolio
  3. Carolinas Wealth Consulting LLC Microcap bet with semiconductor concentration.
    Top performer
    2.4% of portfolio
  4. Somerset Group LLC Logistics-focused generalist. Sixty-five percent annual outperformance.
    Top performer
    2.2% of portfolio
  5. UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Mega-cap tech concentration. Outsized alpha generation.
    Top performer
    1.4% of portfolio
  6. State Street Corp. Index tracker with mega-cap tech tilt.
    Name to know Mega
    1.1% of portfolio
  7. Benchmark Investment Advisors LLC Nvidia-heavy growth shop. Zero alpha.
    Thematic
    1.1% of portfolio
  8. IAM Advisory, LLC Dividend growth through closed-end funds.
    Top performer
    1.0% of portfolio
  9. Pzena Investment Management LLC Value investor favoring overlooked financials and staples.
    Thematic
    0.9% of portfolio
  10. Erste Asset Management GmbH Outsize alpha. Tech-heavy concentration. Sparse positioning.
    Top performer
    0.8% of portfolio
EDITORIAL BRIEF

The editorial brief for LLY is being prepared. Stock briefs roll out across Q3 starting with the most-held names.

INSIDER TRADES · recent
  • Lilly Endowment Inc. Jan 8, 2026 SELL $8.35M
  • Lilly Endowment Inc. Jan 8, 2026 SELL $1.16M
  • Lilly Endowment Inc. Jan 8, 2026 SELL $971K
  • Lilly Endowment Inc. Jan 8, 2026 SELL $3.90M
  • Lilly Endowment Inc. Jan 8, 2026 SELL $1.01M
CONGRESS TRADES · recent