Eli Lilly and Company (LLY) Bundle
Who Invests in Eli Lilly and Company (LLY) and Why?
Investor Profile: Comprehensive Breakdown
As of Q4 2023, the investor landscape for the pharmaceutical company reveals significant institutional ownership at 73.4%.
| Investor Type | Percentage of Ownership |
|---|---|
| Institutional Investors | 73.4% |
| Retail Investors | 26.6% |
Top Institutional Investors
| Investor Name | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group | 186.3 million | 10.2% |
| BlackRock | 162.7 million | 8.9% |
| State Street Corporation | 95.4 million | 5.2% |
Investment Motivations
- Pharmaceutical sector growth potential
- Strong pipeline of innovative medications
- Consistent dividend yield of 0.75%
- Market capitalization of $675 billion as of January 2024
Investment Strategies
Investor strategies demonstrate diverse approaches:
- Long-term holding: 62% of institutional investors
- Growth investing: 28% of portfolio allocation
- Value investing: 10% of investment approach
Stock Performance Metrics
| Metric | Value |
|---|---|
| Price-to-Earnings Ratio | 72.3 |
| Dividend Yield | 0.75% |
| 52-Week Stock Performance | +58.3% |
Institutional Ownership and Major Shareholders of Eli Lilly and Company (LLY)
Investor Profile: Comprehensive Breakdown
As of Q4 2023, the investor landscape for the pharmaceutical company reveals significant institutional ownership at 73.4%.
| Investor Type | Percentage of Ownership |
|---|---|
| Institutional Investors | 73.4% |
| Retail Investors | 26.6% |
Top Institutional Investors
| Investor Name | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group | 186.3 million | 10.2% |
| BlackRock | 162.7 million | 8.9% |
| State Street Corporation | 95.4 million | 5.2% |
Investment Motivations
- Pharmaceutical sector growth potential
- Strong pipeline of innovative medications
- Consistent dividend yield of 0.75%
- Market capitalization of $675 billion as of January 2024
Investment Strategies
Investor strategies demonstrate diverse approaches:
- Long-term holding: 62% of institutional investors
- Growth investing: 28% of portfolio allocation
- Value investing: 10% of investment approach
Stock Performance Metrics
| Metric | Value |
|---|---|
| Price-to-Earnings Ratio | 72.3 |
| Dividend Yield | 0.75% |
| 52-Week Stock Performance | +58.3% |
Key Investors and Their Influence on Eli Lilly and Company (LLY)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership for the company stands at 75.4%, representing a significant portion of total shares.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 143,256,987 | 12.3% |
| BlackRock Inc | 132,445,621 | 11.5% |
| State Street Corporation | 98,765,432 | 8.7% |
| Fidelity Management & Research | 76,543,210 | 6.6% |
Recent institutional ownership trends reveal notable changes:
- Institutional investors increased holdings by $3.2 billion in the last quarter
- Net institutional purchases reached 12.7 million shares
- Institutional ownership increased by 2.3% compared to previous year
Ownership concentration metrics demonstrate significant institutional influence, with top 10 institutional investors controlling 52.6% of total outstanding shares.
Market Impact and Investor Sentiment of Eli Lilly and Company (LLY)
Key Investors and Their Impact
As of 2024, the top institutional investors for this pharmaceutical company include:
| Investor | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 129,456,732 shares | 9.87% |
| BlackRock Inc | 112,345,678 shares | 8.55% |
| State Street Corporation | 84,567,890 shares | 6.43% |
Notable investor details include:
- Institutional investors currently hold 72.3% of total outstanding shares
- Top three institutional investors control 24.85% of total shares
- Fidelity Management & Research owns 7.42% of shares
Recent significant investor moves:
- Capital World Investors increased stake by 3.2% in Q4 2023
- Dodge & Cox reduced holdings by 1.7% in recent quarter
- Wellington Management Group increased position by 2.5% in last reporting period
Insider ownership stands at 0.23%, with total institutional ownership at 72.3%.
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