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Lilly Endowment Inc Portfolio
$104.2B across 1 position as of 2026-09-30, with 100% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+51.6%
+37.2% a year vs the S&P 500
3 years
+29.2%
+7.9% a year vs the S&P 500
5 years
+38.0%
+25.8% a year vs the S&P 500
Quarters ahead
13 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -3.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +30.4% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -14.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +40.8% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | -2.1% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | -5.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | +7.0% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -12.9% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| LLYEli Lilly and Co | $104.2B | 100.0% | 90,066,978 |
Quarter ending 2026-09-30.
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