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PEN · LLY in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

PENLLY
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PEN
  • LLY
0204060202120222023202420252026
Holders and value by quarter
QuarterPENLLY
Q3 202013 holders, $2.3bn33 holders, $14.1bn
Q4 202010 holders, $2.5bn29 holders, $17.3bn
Q1 202114 holders, $3.6bn24 holders, $23.0bn
Q2 202112 holders, $3.3bn24 holders, $27.8bn
Q3 202113 holders, $3.3bn31 holders, $29.9bn
Q4 202113 holders, $3.5bn31 holders, $34.7bn
Q1 20229 holders, $2.5bn24 holders, $35.3bn
Q2 20229 holders, $1.3bn33 holders, $42.7bn
Q3 202211 holders, $2.0bn31 holders, $43.4bn
Q4 202213 holders, $2.6bn31 holders, $46.6bn
Q1 20239 holders, $3.5bn33 holders, $44.3bn
Q2 202319 holders, $4.2bn37 holders, $59.6bn
Q3 202314 holders, $2.8bn44 holders, $67.6bn
Q4 202311 holders, $3.3bn45 holders, $73.6bn
Q1 202411 holders, $2.6bn41 holders, $95.3bn
Q2 202410 holders, $2.0bn43 holders, $110bn
Q3 202410 holders, $2.0bn45 holders, $107bn
Q4 202411 holders, $2.4bn46 holders, $93.9bn
Q1 202514 holders, $2.9bn42 holders, $98.4bn
Q2 202515 holders, $2.7bn43 holders, $93.2bn
Q3 202510 holders, $2.9bn39 holders, $86.7bn
Q4 202516 holders, $3.8bn41 holders, $123bn
Q1 202620 holders, $2.1bn39 holders, $106bn
Q2 202617 holders, $2.2bn44 holders, $132bn
PEN

Penumbra Inc

Holders
11
Reported value
$3.3bn
Buyers
6
Sellers
5

Breadth +1 among 93 comparable managers.

Medical devices and instrumentsHealthcare: biopharma and medtech · L3VLUPSurgical, medical and electromedical devices
LLY

Eli Lilly & Co

Holders
45
Reported value
$73.6bn
Buyers
27
Sellers
21

Breadth +6 among 93 comparable managers.

Pharmaceuticals and biotechnologyHealthcare: biopharma and medtech · L3VLUPPharmaceutical preparations

Who holds both, Q4 2023

Among the 47 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PEN (2)

Baillie Gifford & Co, PDT Partners LLC

Only LLY (36)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, and 11 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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