ValuationViz

LLY fund manager activity

Eli Lilly and Company · NYSE. Reported by 22 tracked fund managers in their 13F filings, Q2 2013 to Q3 2026.

Q1 2026

ManagerActivitySharesValue% of portfolioFiled
Ron Baron - Baron CapitalTrimmed85,066$78,241,1550.24%May 15, 2026
Dodge & Cox FundsTrimmed42,012$38,641,3770.02%May 14, 2026
Ken Fisher - Fisher Asset ManagementAdded4,838,986$4,450,754,8871.51%May 5, 2026
Jeremy Grantham - GMOAdded749,815$689,659,0481.76%May 14, 2026
Joel Greenblatt - Gotham Asset ManagementAdded16,175$14,877,2800.05%May 15, 2026
Jensen Investment ManagementTrimmed230,671$212,164,2664.18%May 5, 2026
Mairs & Power FundsTrimmed326,306$300,126,4703.07%May 14, 2026
David Katz - Matrix Asset AdvisorsTrimmed311$285,5920.03%Apr 22, 2026
Bill Nygren - Oakmark FundsAdded450$413,8970.00%May 15, 2026
Polen Capital ManagementTrimmed914,557$841,181,7785.82%May 14, 2026
Torray FundsNo change398$366,0680.05%May 1, 2026

Q4 2025

ManagerActivitySharesValue% of portfolioFiled
Ron Baron - Baron CapitalAdded86,476$92,934,0280.25%Feb 17, 2026
Dodge & Cox FundsTrimmed42,492$45,665,3030.02%Feb 13, 2026
Ken Fisher - Fisher Asset ManagementAdded4,606,327$4,950,328,3531.69%Feb 9, 2026
Jeremy Grantham - GMOAdded739,274$794,483,8952.03%Feb 17, 2026
Joel Greenblatt - Gotham Asset ManagementAdded11,308$12,152,4810.04%Feb 17, 2026
Jensen Investment ManagementTrimmed249,827$268,484,0804.22%Feb 11, 2026
Mairs & Power FundsTrimmed345,345$371,135,3653.57%Feb 17, 2026
David Katz - Matrix Asset AdvisorsTrimmed325$349,7510.03%Jan 16, 2026
Bill Nygren - Oakmark FundsNo change414$444,9180.00%Feb 17, 2026
Polen Capital ManagementTrimmed1,246,090$1,339,147,9915.72%Feb 12, 2026
Torray FundsNo change398$427,7230.06%Jan 28, 2026

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