LLYNYSEPharmaceutical PreparationsFiscal year ends December 31
ELI LILLY & Co
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$1240.34−16.69 (-1.33%)
Close on Oct 19, 2026
- Market cap
- $1.11T
- P/E (TTM)
- 41.6
- Dividend yield
- 0.50%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
83.7%
788M of 941M shares
Institutional holders
4,619
413 new, 106 sold out
Net institutional buying
15M
In Q2 2026
Insider trades, 12 months
0 buys · 248 sales
Net sold $78.39B
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Lilly Endowment Inc | 96,016,978 | 10.10% | 13G (passive) amendment | Mar 31, 2025 |
| Lilly Endowment, Inc. | 90,376,978 | 9.60% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 64,376,027 | 6.80% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 61,295,605 | 6.48% | 13G (passive) | Mar 31, 2026 |
| The Pnc Financial Services Group, Inc. | 51,153,837 | 5.39% | 13G (passive) amendment | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LLY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Lilly Endowment Inc | 90,376,978 | 9.60% | $108.40B | −1,520,000 | 100.00% |
| BlackRock, Inc. | 67,540,400 | 7.17% | $81.01B | +1,159,558 | 1.20% |
| Vanguard Capital Management LLC | 53,528,868 | 5.69% | $64.20B | +167,094 | 1.37% |
| PNC Financial Services Group, Inc. | 51,322,720 | 5.45% | $61.56B | −6,188 | 33.40% |
| State Street Corp | 36,215,754 | 3.85% | $43.44B | +605,752 | 1.29% |
| FMR LLC | 28,462,475 | 3.02% | $34.14B | +2,121,444 | 1.48% |
| Capital Research Global Investors | 20,873,140 | 2.22% | $25.04B | −3,759,507 | 3.49% |
| Vanguard Portfolio Management LLC | 20,859,217 | 2.22% | $25.02B | −117,810 | 1.13% |
| Geode Capital Management, LLC | 20,310,858 | 2.16% | $24.28B | +118,994 | 1.29% |
| Morgan Stanley | 16,226,398 | 1.72% | $19.46B | +788,940 | 1.03% |
| Capital World Investors | 15,902,642 | 1.69% | $19.08B | +280,829 | 2.25% |
| Price T Rowe Associates Inc /Md/ | 13,911,839 | 1.48% | $16.69M | −80,385 | 1.67% |
| JPMorgan Chase & Co | 12,598,524 | 1.34% | $15.50B | −1,099,967 | 0.86% |
| Norges Bank | 11,471,413 | 1.22% | $13.76B | New | 1.37% |
| Bank Of America Corp /De/ | 11,274,243 | 1.20% | $13.52B | +148,411 | 0.87% |
| Wellington Management Group Llp | 10,998,953 | 1.17% | $13.19B | −2,428,108 | 2.27% |
| State Farm Mutual Automobile Insurance Co | 10,759,188 | 1.14% | $12.90B | – | 8.83% |
| Primecap Management Co/Ca/ | 9,172,904 | 0.97% | $11.00B | −50,528 | 6.51% |
| Northern Trust Corp | 8,796,866 | 0.93% | $10.55B | −30,698 | 1.23% |
| Goldman Sachs Group Inc | 7,652,960 | 0.81% | $9.18B | +1,312,095 | 0.80% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 4,619 | 788M | 83.7% | 413 / 2208 | 1479 / 106 | 40M | 25M |
| Q1 2026 | 4,380 | 778M | 82.6% | 240 / 1949 | 1704 / 230 | 108M | 41M |
| Q4 2025 | 4,442 | 795M | 84.4% | 728 / 1698 | 1614 / 109 | 48M | 29M |
| Q3 2025 | 3,903 | 777M | 82.5% | 216 / 1793 | 1462 / 163 | 35M | 45M |
| Q2 2025 | 3,914 | 788M | 83.7% | 220 / 1778 | 1449 / 174 | 32M | 80M |
| Q1 2025 | 3,926 | 837M | 88.9% | 253 / 1798 | 1414 / 170 | 89M | 27M |
| Q4 2024 | 3,912 | 782M | 83.1% | 510 / 1535 | 1473 / 198 | 32M | 57M |
| Q3 2024 | 3,664 | 809M | 85.9% | 248 / 1564 | 1395 / 113 | 94M | 20M |
| Q2 2024 | 3,569 | 801M | 85.1% | 274 / 1528 | 1333 / 118 | 20M | 44M |
| Q1 2024 | 3,464 | 828M | 88.0% | 352 / 1420 | 1288 / 119 | 36M | 24M |
| Q4 2023 | 3,276 | 818M | 86.9% | 443 / 1216 | 1237 / 97 | 55M | 23M |
| Q3 2023 | 2,977 | 788M | 83.7% | 278 / 1089 | 1187 / 84 | 24M | 22M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LLY | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 26,907,512 | 2.86% | $32.27B | 1.40% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 20,499,297 | 2.18% | $24.59B | 1.47% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 10,881,568 | 1.16% | $13.05B | 1.47% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 10,140,616 | 1.08% | $11.21B | 1.35% | May 31, 2026 |
| Growth Fund of America | 9,509,332 | 1.01% | $10.51B | 2.91% | May 31, 2026 |
| Vanguard Growth Index Fund | 8,873,900 | 0.94% | $10.64B | 2.81% | Jun 30, 2026 |
| State Street(R) Health Care Select Sector SPDR(R) ETF | 5,588,593 | 0.59% | $6.70B | 16.51% | Jun 30, 2026 |
| Vanguard Primecap Fund | 5,414,035 | 0.58% | $6.49B | 6.76% | Jun 30, 2026 |
| Investment Co of America | 4,515,213 | 0.48% | $5.42B | 2.94% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 4,475,796 | 0.48% | $5.14B | 3.93% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 4,294,405 | 0.46% | $5.15B | 1.47% | Jun 30, 2026 |
| AMCAP Fund | 4,040,826 | 0.43% | $4.47B | 4.59% | May 31, 2026 |
| American Balanced Fund | 3,521,133 | 0.37% | $4.22B | 1.47% | Jun 30, 2026 |
| Washington Mutual Investors Fund | 3,453,753 | 0.37% | $3.97B | 1.82% | Jul 31, 2026 |
| American Mutual Fund | 3,273,751 | 0.35% | $3.76B | 3.19% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David A. Ricks | President, Chair, and CEO, Director | 708,781 | 0.08% | Feb 11, 2026 |
| Melissa Seymour | EVP, Global Quality | 1,038 | 0.00% | Sep 11, 2026 |
| Edgardo Hernandez | EVP & Pres., Mfg. Operations | 46,957 | 0.00% | Sep 4, 2026 |
| Eric Dozier | EVP, Chief People Officer | 14,653 | 0.00% | Sep 4, 2026 |
| Adrienne S. Brown | EVP, President LLY Imm | 7,045 | 0.00% | Sep 4, 2026 |
| Patrik Jonsson | EVP & President, LLY Int'l | 54,779 | 0.01% | Aug 18, 2026 |
| Donald A. Zakrowski | SVP, Finance, & CAO | 3,261 | 0.00% | Aug 11, 2026 |
| Anat Hakim | EVP, GC & Secretary | 50,562 | 0.01% | Aug 10, 2026 |
| Ilya Yuffa | EVP&Pres, LLY USA&Global Capab | 29,804 | 0.00% | Jun 11, 2026 |
| Kenneth L. Custer | EVP & President, Card Met Hlth | 10,232 | 0.00% | Feb 18, 2026 |
| Lucas Montarce | EVP & CFO | 16,258 | 0.00% | Feb 18, 2026 |
| Diogo Rau | EVP & CIDO | 26,397 | 0.00% | Feb 12, 2026 |
| Naarden Jacob Van | EVP,Pres LLY Oncology&HdCorpBD | 36,271 | 0.00% | Feb 11, 2026 |
| Daniel Skovronsky | EVP, CS&PO & Pres. LRL | 235,688 | 0.03% | Feb 11, 2026 |
| Carole Ho | EVP & Pres, Lilly Neuroscience | – | – | Jan 6, 2026 |
| Anne E. White | EVP & Pres, Lilly Neuroscience | 74,210 | 0.01% | Feb 12, 2025 |
| Ralph Alvarez | Director | 56,596 | 0.01% | Sep 22, 2026 |
| Gabrielle Sulzberger | Director | 3,012 | 0.00% | Sep 22, 2026 |
| Juan R. Luciano | Director | 16,957 | 0.00% | Sep 22, 2026 |
| J. Erik Fyrwald | Director | 75,536 | 0.01% | Sep 22, 2026 |
| Mary Lynne Hedley | Director | 2,351 | 0.00% | Dec 16, 2025 |
| Carolyn R. Bertozzi | Director | 2,000 | 0.00% | Dec 8, 2025 |
| Kimberly H. Johnson | Director | 3,265 | 0.00% | Nov 18, 2025 |
| William G. Kaelin Jr | Director | 21,837 | 0.00% | Nov 18, 2025 |
| Katherine Baicker | Director | 23,503 | 0.00% | Nov 18, 2025 |
| Jon R. Moeller | Director | 304 | 0.00% | Nov 18, 2025 |
| Jamere Jackson | Director | 9,635 | 0.00% | Nov 18, 2025 |
| Karen Walker | Director | 6,249 | 0.00% | Nov 20, 2024 |
| Endowment Inc Lilly | – | 91,883,358 | 9.76% | May 7, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| J. Erik Fyrwald Director | Sep 21, 2026 | Award | +8.51 | $1164.89 | $9.91K | 75,536 |
| Juan R. Luciano Director | Sep 21, 2026 | Award | +13.66 | $1164.89 | $15.91K | 16,957 |
| Gabrielle Sulzberger Director | Sep 21, 2026 | Award | +4.26 | $1164.89 | $4.96K | 3,012 |
| Ralph Alvarez Director | Sep 21, 2026 | Award | +10.66 | $1164.89 | $12.42K | 55,838 |
| Melissa Seymour EVP, Global Quality | Sep 9, 2026 | Gift | −12 | – | – | 1,038 |
| Eric Dozier EVP, Chief People Officer | Sep 2, 2026 | Gift | −216 | – | – | 14,239 |
| Edgardo Hernandez EVP & Pres., Mfg. Operations | Sep 2, 2026 | Gift | −13 | – | – | 46,083 |
| J. Erik Fyrwald Director | Aug 17, 2026 | Award | +8.38 | $1183.16 | $9.91K | 75,418 |
| Ralph Alvarez Director | Aug 17, 2026 | Award | +10.49 | $1183.16 | $12.41K | 55,745 |
| Patrik Jonsson EVP & President, LLY Int'l | Aug 17, 2026 | Sale(10b5-1 plan) | −6,500 | $1175.10 | $7.64M | 54,147 |
| Gabrielle Sulzberger Director | Aug 17, 2026 | Award | +4.19 | $1183.16 | $4.96K | 3,004 |
| Juan R. Luciano Director | Aug 17, 2026 | Award | +13.45 | $1183.16 | $15.91K | 16,918 |
| Donald A. Zakrowski SVP, Finance, & CAO | Aug 10, 2026 | Sale(10b5-1 plan) | −2,000 | $1185.01 | $2.37M | 1,526 |
| Anat Hakim EVP, GC & Secretary | Aug 7, 2026 | Sale(10b5-1 plan) | −5,000 | $1190.00 | $5.95M | 11,875 |
| Melissa Seymour EVP, Global Quality | Aug 1, 2026 | Option exercise | +981 | – | – | 1,506 |
| Melissa Seymour EVP, Global Quality | Aug 1, 2026 | Tax withholding | −438.71 | $1148.84 | $504.01K | 1,067 |
| Juan R. Luciano Director | Jul 20, 2026 | Award | +13.88 | $1146.90 | $15.92K | 16,905 |
| Gabrielle Sulzberger Director | Jul 20, 2026 | Award | +4.32 | $1146.90 | $4.95K | 3,000 |
| J. Erik Fyrwald Director | Jul 20, 2026 | Award | +8.65 | $1146.90 | $9.92K | 75,410 |
| Ralph Alvarez Director | Jul 20, 2026 | Award | +10.83 | $1146.90 | $12.42K | 55,734 |
| Ralph Alvarez Director | Jun 15, 2026 | Award | +10.99 | $1129.35 | $12.41K | 55,723 |
| J. Erik Fyrwald Director | Jun 15, 2026 | Award | +8.78 | $1129.35 | $9.92K | 75,401 |
| Juan R. Luciano Director | Jun 15, 2026 | Award | +14.09 | $1129.35 | $15.91K | 16,891 |
| Gabrielle Sulzberger Director | Jun 15, 2026 | Award | +4.39 | $1129.35 | $4.96K | 2,995 |
| Ilya Yuffa EVP&Pres, LLY USA&Global Capab | Jun 10, 2026 | Sale(10b5-1 plan) | −2,500 | $1150.77 | $2.88M | 29,804 |
| J. Erik Fyrwald Director | May 18, 2026 | Award | +10.04 | $988.09 | $9.92K | 75,280 |
| Ralph Alvarez Director | May 18, 2026 | Award | +12.57 | $988.09 | $12.42K | 55,627 |
| Juan R. Luciano Director | May 18, 2026 | Award | +16.11 | $988.09 | $15.92K | 16,851 |
| Gabrielle Sulzberger Director | May 18, 2026 | Award | +5.02 | $988.09 | $4.96K | 2,987 |
| Endowment Inc Lilly – | May 6, 2026 | Sale | −13,620 | $995.23 | $13.56M | 91,883,358 |
| Endowment Inc Lilly – | May 6, 2026 | Sale | −2,208 | $996.18 | $2.20M | 91,881,150 |
| J. Erik Fyrwald Director | Apr 20, 2026 | Award | +10.78 | $919.90 | $9.92K | 75,270 |
| Juan R. Luciano Director | Apr 20, 2026 | Award | +17.3 | $919.90 | $15.91K | 16,835 |
| Ralph Alvarez Director | Apr 20, 2026 | Award | +13.5 | $919.90 | $12.42K | 55,615 |
| Gabrielle Sulzberger Director | Apr 20, 2026 | Award | +5.39 | $919.90 | $4.96K | 2,982 |
| Ralph Alvarez Director | Mar 16, 2026 | Award | +12.55 | $989.12 | $12.41K | 55,601 |
| Gabrielle Sulzberger Director | Mar 16, 2026 | Award | +5.01 | $989.12 | $4.96K | 2,976 |
| J. Erik Fyrwald Director | Mar 16, 2026 | Award | +10.03 | $989.12 | $9.92K | 75,259 |
| Juan R. Luciano Director | Mar 16, 2026 | Award | +16.09 | $989.12 | $15.91K | 16,817 |
| Eric Dozier EVP, Chief People Officer | Feb 19, 2026 | Gift | −481 | – | – | 14,455 |
| Juan R. Luciano Director | Feb 17, 2026 | Award | +15.36 | $1036.05 | $15.91K | 16,772 |
| J. Erik Fyrwald Director | Feb 17, 2026 | Award | +9.57 | $1036.05 | $9.91K | 75,120 |
| Ralph Alvarez Director | Feb 17, 2026 | Award | +11.99 | $1036.05 | $12.42K | 55,492 |
| Gabrielle Sulzberger Director | Feb 17, 2026 | Award | +4.79 | $1036.05 | $4.96K | 2,966 |
| Adrienne S. Brown EVP, President LLY Imm | Feb 16, 2026 | Tax withholding | −169.97 | $1040.00 | $176.77K | 5,142 |
| Adrienne S. Brown EVP, President LLY Imm | Feb 16, 2026 | Option exercise | +391 | – | – | 5,312 |
| Lucas Montarce EVP & CFO | Feb 16, 2026 | Tax withholding | −159.73 | $1040.00 | $166.12K | 16,258 |
| Lucas Montarce EVP & CFO | Feb 16, 2026 | Option exercise | +368 | – | – | 16,418 |
| Kenneth L. Custer EVP & President, Card Met Hlth | Feb 16, 2026 | Option exercise | +207 | – | – | 10,232 |
| Kenneth L. Custer EVP & President, Card Met Hlth | Feb 16, 2026 | Tax withholding | −91.31 | $1040.00 | $94.96K | 10,141 |
| Donald A. Zakrowski SVP, Finance, & CAO | Feb 16, 2026 | Tax withholding | −81.55 | $1040.00 | $84.81K | 3,526 |
| Donald A. Zakrowski SVP, Finance, & CAO | Feb 16, 2026 | Option exercise | +184 | – | – | 3,607 |
| Diogo Rau EVP & CIDO | Feb 9, 2026 | Award | +4,599.16 | $1044.67 | $4.80M | 26,397 |
| Anat Hakim EVP, GC & Secretary | Feb 9, 2026 | Award | +8,277.92 | $1044.67 | $8.65M | 22,987 |
| Diogo Rau EVP & CIDO | Feb 9, 2026 | Award | +4,432.32 | $1044.67 | $4.63M | 26,230 |
| Kenneth L. Custer EVP & President, Card Met Hlth | Feb 9, 2026 | Award | +659.28 | $1044.67 | $688.73K | 10,025 |
| Ilya Yuffa EVP&Pres, LLY USA&Global Capab | Feb 9, 2026 | Award | +4,162.5 | $1044.67 | $4.35M | 32,304 |
| Adrienne S. Brown EVP, President LLY Imm | Feb 9, 2026 | Award | +1,196.31 | $1044.67 | $1.25M | 4,921 |
| Donald A. Zakrowski SVP, Finance, & CAO | Feb 9, 2026 | Award | +583.78 | $1044.67 | $609.86K | 3,423 |
| Naarden Jacob Van EVP,Pres LLY Oncology&HdCorpBD | Feb 9, 2026 | Award | +4,865.89 | $1044.67 | $5.08M | 26,627 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Lilly Endowment, Inc. Shareholder | Oct 15, 2026 | 305,000 | $368.67M | Oct 15, 2026 | Gift |
| Lilly Endowment, Inc. Shareholder | Oct 7, 2026 | 300,000 | $347.25M | Oct 7, 2026 | Gift |
| Jonsson Patrik Officer | Aug 17, 2026 | 6,500 | $7.64M | Aug 17, 2026 | Stock Bonus |
| Zakrowski Donald Officer | Aug 10, 2026 | 2,000 | $2.37M | Aug 10, 2026 | Restricted Stock Units and Performance Stock Units |
| Anat Hakim Officer | Aug 7, 2026 | 10,000 | $11.90M | Aug 7, 2026 | RSU/A Award |
| Lilly Endowment, Inc. Shareholder | Jul 7, 2026 | 310,000 | $372.02M | Jul 7, 2026 | Gift |
| Lilly Endowment, Inc. Shareholder | Jun 26, 2026 | 305,000 | $343.95M | Jun 26, 2026 | Gift |
| Ilya Yuffa Officer | Jun 10, 2026 | 2,500 | $2.88M | Jun 10, 2026 | AWARD SHARES |
| Lilly Endowment, Inc. Shareholder | May 28, 2026 | 310,000 | $335.71M | May 28, 2026 | Gift |
| Lilly Endowment, Inc. Shareholder | May 22, 2026 | 300,000 | $312.50M | May 22, 2026 | Gift |
| Lilly Endowment, Inc. Shareholder | May 20, 2026 | 305,000 | $311.53M | May 20, 2026 | Gift |
| Lilly Endowment, Inc. Shareholder | May 6, 2026 | 300,000 | $296.66M | May 6, 2026 | Gift |
| Lilly Endowment, Inc. 10% Stockholder | Dec 23, 2025 | 300,000 | $322.94M | Dec 23, 2025 | Gift |
| Lilly Endowment, Inc. 10% Stockholder | Nov 24, 2025 | 305,000 | $323.21M | Nov 24, 2025 | Gift |
| Lilly Endowment, Inc. 10% Stockholder | Nov 19, 2025 | 310,000 | $319.32M | Nov 19, 2025 | Gift |