Whale Analyzer
LLY Institutional Holders and 13F Ownership
Compare 11 tracked holders of LLY, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Capital Group is the largest reported holder at $25.04B; the top five funds control 98.6% of reported ownership; institutions were net selling last quarter (5 increased, 5 reduced); the stock trades above the aggregate whale cost basis of $484.12. Top tracked holders include Capital Group, PRIMECAP Management, NPS Korea, and Polen Capital.
Continue to the live LLY dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Capital Group 13F portfolio Capital Research Global Investors holdings | $25.04B | 20.9M | Reduced | 2026-06-30 |
| PRIMECAP Management 13F portfolio PRIMECAP Management Company holdings | $11.00B | 9.2M | Reduced | 2026-06-30 |
| NPS Korea 13F portfolio National Pension Service holdings | $2.02B | 1.7M | Increased | 2026-06-30 |
| Polen Capital 13F portfolio Polen Capital Management holdings | $799.9M | 666.9K | Reduced | 2026-06-30 |
| Edgewood Management 13F portfolio Edgewood Management LLC holdings | $466.1M | 388.6K | Reduced | 2026-06-30 |
| Samuel Isaly 13F portfolio OrbiMed Advisors holdings | $309.3M | 257.9K | Increased | 2026-06-30 |
| Ray Dalio 13F portfolio Bridgewater Associates holdings | $104.4M | 87.0K | Increased | 2026-06-30 |
| Cathie Wood 13F portfolio ARK Investment Management holdings | $92.7M | 77.3K | Increased | 2026-06-30 |
| George Soros 13F portfolio Soros Fund Management holdings | $26.6M | 22.2K | Held | 2026-06-30 |
| Stanley Druckenmiller 13F portfolio Duquesne Family Office holdings | $14.8M | 12.4K | New | 2026-06-30 |
| Horizon Kinetics 13F portfolio Horizon Kinetics Asset Management holdings | $4.6M | 3.8K | Reduced | 2026-06-30 |
Ownership concentration
Reported ownership of LLY is highly concentrated across tracked institutions.
- Single largest holder: 62.8% of reported ownership
- Top 5 holders: 98.6%
- Top 10 holders: 100.0%
Whale activity this quarter
Across 11 tracked institutions, 5 reduced, 5 increased, 1 held. Net positioning is net selling.
- Capital Group — Capital Research Global Investors ($25.04B) (▼ 15.3% qoq shares) · avg cost $503.68
- PRIMECAP Management — PRIMECAP Management Company ($11.00B) (▼ 0.5% qoq shares)
- NPS Korea — National Pension Service ($2.02B) (▲ 1.3% qoq shares) · avg cost $284.78
- Polen Capital — Polen Capital Management ($799.9M) (▼ 27.1% qoq shares)
- Edgewood Management — Edgewood Management LLC ($466.1M) (▼ 44.0% qoq shares)
- Samuel Isaly — OrbiMed Advisors ($309.3M) (▲ 8.9% qoq shares) · avg cost $110.67
- Ray Dalio — Bridgewater Associates ($104.4M) (▲ 22.9% qoq shares)
- Cathie Wood — ARK Investment Management ($92.7M) (▲ 509.5% qoq shares) · avg cost $855.65
Whale cost basis vs current price
The aggregate tracked cost basis is $484.12 versus a current price of $1115.70, so LLY trades above its cost basis (+130.5%). Average unrealized P&L across tracked holders: 420%.
Sector positioning — Health Care
LLY sits within the Health Care sector alongside 221 other tracked names. Compare whale ownership across peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live LLY dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on LLY with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns LLY stock?
Whale Analyzer tracks 11 public institutional holders of LLY with a combined reported value of $39.88B. See the holder table above for the largest tracked positions.
Which top funds are buying LLY?
Tracked institutions were net selling last quarter — 5 reduced, 5 increased, 1 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is LLY ownership?
The top five tracked holders report 98.6% of aggregate ownership.
Is LLY above or below the whale cost basis?
The aggregate tracked cost basis is $484.12 versus a current price of $1115.70 (+130.5%).
What does 13F ownership mean for LLY?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive LLY dashboard to explore them, or read our 13F Alpha Signals Guide.