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SC 13G/A ·Filed Oct 19, 2026

LLY

ELI LILLY & Co
NEUTRAL
Impact 3/10
Horizonmonths Processed8d 6h ago SEC0000316011-26-000036
Passive stake amendment
Actionable Insight • Neutral

Monitor for any future conversion to Schedule 13D, which would signal activist intent. The stake size (9.6%) is significant but the filing reaffirms passive status — no immediate catalyst.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+5d
LLY ▲ +3.13% at T+5d
NEUTRAL call +3.13% · α vs SPY +3.27% · entry $1,240.34 → $1,279.14
Next anchor: T+20d in 19d
Entry = T+0 close
Oct 19, 2026
via day close
T+1d
+3.49%
call +3.49% · α +3.16%
$1,283.66
settled 8d ago
T+5d
+3.13%
call +3.13% · α +3.27%
$1,279.14
settled yesterday
T+20d
Pending
in 19d
T+60d
Pending
in 3mo

Price Chart

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Executive Summary

Lilly Endowment Inc. filed a Schedule 13G/A disclosing beneficial ownership of 90,066,978 shares of Eli Lilly & Co. common stock as of September 30, 2026, representing 9.6% of shares outstanding. This is a routine passive stake update by a major insider-related foundation, with no change in the passive nature of the holding.

Key Financial Metrics

Stake
9.6%
Investor
LILLY ENDOWMENT INC

Key Facts

  • Lilly Endowment Inc. holds 90,066,978 shares of Eli Lilly & Co. common stock as of September 30, 2026.
  • The stake represents 9.6% of shares outstanding, based on 941,357,065 shares outstanding as of August 3, 2026.
  • The filing is an amendment to a prior Schedule 13G, confirming passive investment intent under Rule 13d-1(d).
  • No shares are held with the right to acquire; all 90,066,978 shares are directly held.

Financial Impact

No material financial impact — the filing is a routine passive stake update with no change in ownership structure or intent.

Risk Factors

  • No material risks identified from this filing alone.

Investment Themes

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
SC 13G/A Filing (Primary)0000316011-26-000036
Document: 0000316011-26-000036-index.html0000316011-26-000036
Document: 0000316011-26-000036.txt0000316011-26-000036
21 reports for LLY
Performance horizon
86% Hit rate @ T+5 6 of 7 directional calls Went positive at some point 7 of 7 best @ T+60▲ +31.53%Apr 16, 2026
Filters
Rows
Reports for LLY — sortable, filterable
TypeNow
Oct 26, 2026
1d ago
Press Release
NEUTRAL ★ 2/10
$1,279.14awaiting T+5—$1,281.91 (+0.22%)
Oct 26, 2026
2d ago
Court Ruling
NEUTRAL ★ 3/10
$1,274.75awaiting T+5—$1,281.91 (+0.56%)
Oct 19, 2026
8d ago
SC 13G/A
NEUTRAL ★ 3/10
$1,240.34 $1,279.14▲ +3.13%▲ +3.27%$1,281.91 (+3.35%)
Oct 16, 2026
11d ago
Institutional Cluster
BULLISH ★ 4/10
$1,240.34 $1,279.14▲ +3.13%▲ +3.27%$1,281.91 (+3.35%)
Oct 15, 2026
12d ago
Press Release
NEUTRAL ★ 1/10
$1,251.61 $1,306.69▲ +4.40%▲ +5.42%$1,281.91 (+2.42%)
Oct 7, 2026
20d ago
144
NEUTRAL ★ 3/10
$1,188.72 $1,208.74▲ +1.68%▲ +2.66%$1,281.91 (+7.84%)
Sep 11, 2026
6w ago
Press Release
BULLISH ★ 5/10
$1,115.70 $1,152.93▲ +3.34%▲ +3.56%$1,281.91 (+14.90%)
Sep 8, 2026
7w ago
Court Ruling
NEUTRAL ★ 4/10
$1,124.21 $1,137.82▲ +1.21%▲ +2.31%$1,281.91 (+14.03%)
Aug 18, 2026
10w ago
Insider Cluster
NEUTRAL ★ 3/10
$1,280.34 $1,189.41▼ −7.10%▼ −6.71%$1,281.91 (+0.12%)
Aug 11, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$1,220.28 $1,280.34▲ +4.92%▲ +5.37%$1,281.91 (+5.05%)
Showing 10 of 21

US Market Status

Market Closed — Opens Thu (11h 48m)

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Report published Oct 19, 2026