Portfolio Stocks

Distillfolio is for informational and educational purposes only and does not constitute investment advice. Distillfolio is not a registered investment advisor. Past performance is not indicative of future results. Always do your own research before making any investment decisions.

© 2026–present Distillfolio

LLY

Eli Lilly and CompanyHealthcareMkt Cap $845.8B

Distillfolio Position

2026-05-11

Long #7

Score +0.3961

Weight 4.9%

2026-02-09 → 2026-05-08

Analyst

Insider

BullishBearish

1 month

+1.0%

2 months

-5.1%

3 months

-9.1%

13F · Hedge Fund

2025-09-30 → 2025-12-31 · top 5 of 42 funds

MARSHALL WACE, LLP
$124.4M → $1.3B
+$1.2B
ADAGE CAPITAL PARTNERS GP, L.L.C.
$615.6M → $894.4M
+$278.8M
Quantinno Capital Management LP
$169.4M → $397.5M
+$228.1M
AQR CAPITAL MANAGEMENT LLC
$330.8M → $544.7M
+$213.9M
Qube Research & Technologies Ltd
$0.0M → $210.8M
+$210.8M

13F · Asset Manager

2025-09-30 → 2025-12-31 · top 5 of 71 managers

VANGUARD GROUP INC
$61.8B → $88.1B
+$26.3B
BlackRock, Inc.
$50.2B → $71.8B
+$21.6B
FMR LLC
$18.4B → $27.6B
+$9.2B
Capital Research Global Investors
$19.1B → $26.4B
+$7.3B
GEODE CAPITAL MANAGEMENT, LLC
$15.1B → $21.2B
+$6.2B

13F · Other Institutional

2025-09-30 → 2025-12-31 · top 5 of 51 institutions

LILLY ENDOWMENT INC
Pension
$72.9B → $99.1B
+$26.2B
PNC FINANCIAL SERVICES GROUP, INC.
Bank
$39.2B → $55.2B
+$16.0B
NORGES BANK
Bank
$0.0B → $13.0B
+$13.0B
STATE STREET CORP
Bank
$26.5B → $38.0B
+$11.5B
JPMORGAN CHASE & CO
Bank
$7.8B → $14.0B
+$6.1B

Analyst Ratings

2026-05-05 · 60d ·6 Bullish1 Bearish0 Neutral

Bullish
Guggenheim
2026-05-05
Buy
Bullish
Barclays
2026-05-05
Overweight
Bullish
Wolfe Research
2026-05-04
Outperform
Bullish
Cantor Fitzgerald
2026-05-01
Overweight
Bullish
Morgan Stanley
2026-04-10
Overweight

Price Momentum

2025-05-08 → 2026-05-08

1 month
from 2026-04-10
+1.0%
3 months
from 2026-02-09
-9.1%
6 months
from 2025-11-06
+1.5%
9 months
from 2025-08-08
+52.4%
12 months
from 2025-05-08
+27.2%

Short Interest

2026-02-13 → 2026-04-15 · 5 periods

2026-04-15
8.11M shares short
2.85d
+0.39d
2026-03-31
7.70M shares short
2.46d
-0.34d
2026-03-13
6.87M shares short
2.80d
+0.67d
2026-02-27
6.79M shares short
2.13d
+0.68d
2026-02-13
6.38M shares short
1.45d

Insider Transactions

2026-05-06 · 1 most recent transactions

SellOther
Lilly Endowment Inc
2026-05-06
$15.8M

Congressional Trades

—

No congressional transactions

ARK Holdings

30d avg → 2026-05-08 · 1 ETF

ARKG
0.96% avg → 0.98%
+0.02%