Which funds own LLY
Eli Lilly & Co in the Q2 2026 filings. 36 of the 94 managers on file reported a position, worth $130bn between them. A fifth of the managers on file hold it, which is a crowd without being the whole market. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 36
- of 94 on file
- Combined value
- $130bn
- as reported
- Opened
- 2
- new this quarter
- Added to
- 15
- already held
- Trimmed or sold out
- 19
- 1 sold out entirely
Every manager on file with a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Fidelity (FMR LLC) Long-only · $2304bn book | $34.1bn | 1.5% | 28,462,475 | +$9.9bn+2,121,444 | Added |
| Capital Research Global Investors Long-only · $717bn book | $25.0bn | 3.5% | 20,873,140 | +$2.4bn-3,759,507 | Trimmed |
| Capital World Investors Long-only · $846bn book | $19.1bn | 2.3% | 15,902,642 | +$4.7bn+280,829 | Added |
| T. Rowe Price Associates Inc Long-only · $999bn book | $16.7bn | 1.7% | 13,911,839 | +$3.8bn-80,385 | Trimmed |
| Wellington Management Group LLP Long-only · $580bn book | $13.2bn | 2.3% | 10,998,953 | +$843m-2,428,108 | Trimmed |
| Invesco Ltd Long-only · $1264bn book | $4.4bn | 0.4% | 3,694,152 | +$1.3bn+239,567 | Added |
| Janus Henderson Group Ltd Long-only · $209bn book · Q1 2026 filing | $4.0bn | 1.9% | 4,347,394 | -$773m-94,583 | Trimmed |
| AllianceBernstein LP Long-only · $302bn book | $3.9bn | 1.3% | 4,261,385 | -$839m-166,379 | Trimmed |
| Neuberger Berman Group LLC Long-only · $150bn book | $2.0bn | 1.4% | 1,697,061 | +$442m-35,588 | Trimmed |
| AQR Capital Management LLC Quantitative · $287bn book | $1.2bn | 0.4% | 1,035,605 | +$456m+180,185 | Added |
| Citadel Advisors LLC Multi-strategy · $875bn book | $1.1bn | 0.1% | 945,456 | +$912m+703,742 | Added |
| Polen Capital Management LLC Long-only · $11.6bn book | $800m | 6.9% | 666,912 | -$41m-247,645 | Trimmed |
| Acadian Asset Management LLC Quantitative · $84.2bn book | $610m | 0.7% | 508,522 | +$119m-25,498 | Trimmed |
| D. E. Shaw & Co. Quantitative · $210bn book | $596m | 0.3% | 496,563 | +$9.3m-140,819 | Trimmed |
| Man Group PLC Quantitative · $62.7bn book | $478m | 0.8% | 398,861 | +$90m-23,155 | Trimmed |
| Marshall Wace LLP Quantitative · $127bn book | $401m | 0.3% | 334,637 | -$129m-241,537 | Trimmed |
| Artisan Partners LP Long-only · $63.1bn book | $394m | 0.6% | 328,382 | +$173m+88,344 | Added |
| Arrowstreet Capital LP Quantitative · $225bn book | $300m | 0.1% | 249,935 | +$40m-32,863 | Trimmed |
| Squarepoint Ops LLC Multi-strategy · $90.5bn book | $295m | 0.3% | 245,569 | +$28m-44,612 | Trimmed |
| Woodline Partners LP Long/short equity · $32.4bn book | $294m | 0.9% | 244,861 | +$82m+14,387 | Added |
| Holocene Advisors LP Long/short equity · $44.4bn book | $212m | 0.5% | 176,517 | +$39m-10,842 | Trimmed |
| Balyasny Asset Management LLC Multi-strategy · $80.2bn book | $182m | 0.2% | 151,950 | +$166m+134,115 | Added |
| Hudson Bay Capital Management LP Multi-strategy · $36.8bn book | $120m | 0.3% | 100,000 | +$58m+32,996 | Added |
| Bridgewater Associates LP Macro · $24.4bn book | $104m | 0.4% | 87,023 | +$39m+16,211 | Added |
| ARK Investment Management LLC Long-only · $15.4bn book | $93m | 0.6% | 77,254 | +$81m+64,578 | Added |
| Brevan Howard Capital Management LP Macro · $13.5bn book | $93m | 0.7% | 77,094 | +$77m+59,975 | Added |
| Glenview Capital Management LLC Long/short equity · $5.5bn book | $69m | 1.3% | 57,771 | opened57,771 | New |
| Voloridge Investment Management LLC Quantitative · $23.5bn book | $68m | 0.3% | 56,499 | -$68m-91,404 | Trimmed |
| Dodge & Cox Activist · $191bn book | $50m | 0.0% | 41,258 | +$11m-754 | Trimmed |
| Schonfeld Strategic Advisors LLC Multi-strategy · $27.9bn book | $49m | 0.2% | 240,327 | +$24m+214,090 | Added |
| Walleye Capital LLC Multi-strategy · $28.0bn book | $34m | 0.1% | 28,457 | +$15m+7,813 | Added |
| GAMCO Investors Inc Activist · $11.1bn book | $33m | 0.3% | 27,377 | +$8.6m+1,038 | Added |
| Soros Fund Management LLC Macro · $8.1bn book | $27m | 0.3% | 22,199 | +$6.2m0 | Held |
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $17m | 0.1% | 14,472 | -$6.3m-11,227 | Trimmed |
| Discovery Capital Management LLC Macro · $2.4bn book | $2.7m | 0.1% | 2,267 | opened2,267 | New |
| Harris Associates LP Activist · $75.4bn book | $500k | 0.0% | 431 | +$100k-19 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Caxton Associates LLP · Macro$1.4m held before
Reported as options rather than shares
A put or a call on a name is not a position in it, and the filing states the notional rather than what the option cost. These lines are listed apart for that reason and are not counted in anything above.
- Susquehanna International Group LLP · calls$4.5bn notional
- Susquehanna International Group LLP · puts$3.9bn notional
- Jane Street Group LLC · puts$3.0bn notional
- Citadel Advisors LLC · puts$2.8bn notional
- Jane Street Group LLC · calls$2.5bn notional
- Citadel Advisors LLC · calls$2.3bn notional
- Millennium Management LLC · puts$552m notional
- D. E. Shaw & Co. · puts$279m notional
- D. E. Shaw & Co. · calls$234m notional
- Hudson Bay Capital Management LP · puts$120m notional
- Eisler Capital Management Ltd · puts$103m notional
- Eisler Capital Management Ltd · calls$68m notional
- Tudor Investment Corp · calls$53m notional
What LLY is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around LLY →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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