Monitor next 13F filing (Q4 2026, due mid-Feb 2027) to see if the buying cluster persisted or was unwound. The 45-day lag means current positioning is unknown — watch for insider Form 4 activity or earnings-driven catalysts that could confirm or contradict the Q3 thesis.
Executive Summary
Five asset managers added $406.3M to their LLY positions in Q3 2026, led by Assenagon Asset Management's $307.3M increase, while Ninety One UK trimmed $285.0M. The net $121.3M inflow from active managers signals continued institutional conviction in Lilly's growth story, though the 45-day reporting lag means positions may have shifted since quarter-end.
Key Financial Metrics
Institutional Positions
Net institutional flow: $121.3M
▲ Buyers (5)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | ADD | +56.7% | $908.2M | $307.3M |
| Td Waterhouse Canada | ADD | +26.5% | $280.1M | $50.8M |
| Farther Finance Advisors | ADD | +55.4% | $78.8M | $26.2M |
| Concurrent Investment Advisors | ADD | +36.4% | $73.9M | $17.8M |
| Mather Group | ADD | +44.1% | $15.2M | $4.3M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Ninety One Uk | TRIM | -39.5% | $684.2M | -$285.0M |
Key Facts
- 5 buyers added $406.3M in aggregate; 1 seller reduced by $285.0M
- Assenagon Asset Management increased its stake by $307.3M (56.7% share increase)
- Ninety One UK trimmed $285.0M (39.5% share reduction)
- All 5 buyers are active asset managers, not passive/index funds
- Net institutional inflow of $121.3M in Q3 2026
Financial Impact
Net institutional inflow of $121.3M in Q3 2026, with $406.3M in buying partially offset by $285.0M in selling
Risk Factors
- 13F data is 45+ days stale; positions may have been reversed since quarter-end
- Single large seller (Ninety One UK) removed $285M, indicating some institutional caution
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-LLY-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | Press Release | $1,277.51 | awaiting T+1 | — | — |
Oct 19, 2026 6d ago | SC 13G/A | $1,240.34 $1,283.66 | ▲ +3.49% | ▲ +3.16% | — |
Oct 16, 2026 9d ago | Institutional Cluster | $1,240.34 $1,283.66 | ▲ +3.49% | ▲ +3.16% | — |
Oct 15, 2026 11d ago | Press Release | $1,251.61 $1,257.03 | ▲ +0.43% | ▲ +1.54% | — |
Oct 7, 2026 18d ago | 144 | $1,188.72 $1,169.60 | ▼ −1.61% | ▼ −1.19% | — |
Sep 11, 2026 6w ago | Press Release | $1,115.70 $1,138.28 | ▲ +2.02% | ▲ +2.47% | — |
Sep 8, 2026 6w ago | Court Ruling | $1,124.21 $1,123.00 | ▼ −0.11% | ▲ +0.49% | — |
Aug 18, 2026 9w ago | Insider Cluster | $1,280.34 $1,244.40 | ▼ −2.81% | ▼ −1.97% | — |
Aug 11, 2026 10w ago | Insider Cluster | $1,220.28 $1,209.00 | ▼ −0.92% | ▼ −1.62% | — |
Aug 7, 2026 11w ago | Court Ruling | $1,231.94 $1,215.02 | ▼ −1.37% | ▼ −1.05% | — |
US Market Status
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