Eli Lilly & Co. (LLY) — Hedge Fund Ownership Q1 2026
LLY
- Eli Lilly & Co. (LLY) is held by 6 of 82 tracked hedge funds, with Polen Capital Management (6%) and Jensen Investment Management (4%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest decreases in LLY holdings came from Polen Capital Management (-27%) and Jensen Investment Management (-8%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to Eli Lilly & Co. (LLY) by -20% vs the prior quarter and -41% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Polen Capital Management
|
5.82% | 915K | -26.61% | -47.88% | $841.2M | $919.77 | — |
| 2 |
Jensen Investment Management
|
4.18% | 231K | -7.67% | — | $212.2M | $919.77 | — |
| 3 |
Mairs & Power
|
3.07% | 326K | -5.51% | -10.55% | $300.1M | $919.77 | — |
| 4 |
Torray Investment Partners Robert Torray
|
0.05% | 398 | — | — | $366,068 | $919.77 | — |
| 5 |
Matrix Asset Advisors David Katz
|
0.03% | 311 | -4.31% | -8.53% | $285,592 | $918.30 | — |
| 6 |
Dodge & Cox
|
0.02% | 42K | -1.13% | -6.82% | $38.6M | $919.77 | — |
| 6 | Total | — | 1.5M | -19.65% | -40.72% | $1.39B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.