Exploring Eli Lilly and Company (LLY) Investor Profile: Who’s Buying and Why?

Exploring Eli Lilly and Company (LLY) Investor Profile: Who’s Buying and Why?

US | Healthcare | Drug Manufacturers - General | NYSE

Eli Lilly and Company (LLY) Bundle

Get Full Bundle:
$12 $7
$12 $7
$12 $7
$12 $7
$25 $15
$12 $7
$12 $7
$12 $7
$12 $7

TOTAL:



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%.


DCF model

Eli Lilly and Company (LLY) DCF Excel Template

    5-Year Financial Model

    40+ Charts & Metrics

    DCF & Multiple Valuation

    Free Email Support


Disclaimer

All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.

We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.

All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.