CIK: 316011
LILLY ENDOWMENT INC

Address: 2801 NORTH MERIDIAN ST, INDIANAPOLIS, IN 46208

α Alpha 0.88↭ Flow 0.57Mixed Active/Passive1 holdings35 quarters

📊 Score Breakdown — Alpha: 0.88 / Flow: 0.57click to expand ▼

1holdings (Q4 2025)
$99.08B13F reported value
+1 INCREASED

Total (Q4 25): $99,075,303,735

Top Holdings by Value

Top 15 Positions ($)

Historical AUM (13F Reported)

$76.94B+$41.72B QoQ

Portfolio Value History (13F Reported)

Quarterly 13F portfolio value. QoQ change reflects value of disclosed long equity positions (new buys, sells, and price movements combined).

QuarterPortfolio ValueQoQ ChangeQoQ %
Q4 25$99.08B+$26.21B+36.0%
Q3 25$72.86B$-1.99B-2.7%
Q2 25$74.85B$-4.45B-5.6%
Q1 25$79.30B+$4.50B+6.0%
Q4 24$74.80B$-11.04B-12.9%
Q3 24$85.84B$-2.31B-2.6%
Q2 24$88.15B+$11.22B+14.6%
Q1 24$76.94B+$18.78B+32.3%
Q4 23$58.16B+$4.45B+8.3%
Q3 23$53.70B+$6.32B+13.3%
Q2 23$47.38B+$12.16B+34.5%
Q1 23$35.22B

QoQ = (quarter 13F value − prior quarter value) ÷ prior quarter value. Includes position changes, new buys, and exits. Not investment advice.

Information for Viewing 13F Reports:
  1. Name: The name of the company.
  2. CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
  3. Class: The investment company's series name. A registered investment company may have multiple series, each with a separate securities portfolio.
  4. Value: The monetary value of the holdings in USD.
  5. Shares: The number of shares held.
  6. Share Price: The price of shares at the time of filing.
  7. Investment: The type of investment.
  8. % of Portfolio: The percentage that this position represents in the total portfolio.
QuarterPeriod of ReportHoldingsValueTypeFilling DateFilling ID
Q4 2531-Dec-20251$99,075,303,73513F-HR23-Jan-20260000316011-26-000005
Q3 2530-Sep-20251$72,861,153,65913F-HR31-Oct-20250000316011-25-000039
Q2 2530-Jun-20251$74,848,114,86013F-HR10-Jul-20250001415889-25-019631
Q1 2531-Mar-20251$79,301,382,30013F-HR16-Apr-20250001415889-25-010777
Q4 2431-Dec-20241$74,800,607,01613F-HR27-Jan-20250001415889-25-002101
Q3 2430-Sep-20241$85,840,478,98913F-HR3-Oct-20240001415889-24-024588
Q2 2430-Jun-20241$88,154,468,54513F-HR16-Jul-20240001415889-24-019578
Q1 2431-Mar-20241$76,939,318,22813F-HR16-Apr-20240001415889-24-010840
Q4 2331-Dec-20231$58,157,234,72513F-HR25-Jan-20240001415889-24-001790
Q3 2330-Sep-20231$53,704,303,86513F-HR12-Oct-20230001415889-23-014134
Q2 2330-Jun-20231$47,380,491,31413F-HR10-Jul-20230000897101-23-000325
Q1 2331-Mar-20231$35,215,595,23013F-HR17-Apr-20230000897101-23-000151
Q4 2231-Dec-20221$37,662,792,65013F-HR26-Jan-20230000897101-23-000045
Q3 2230-Sep-20221$33,555,261,00013F-HR5-Oct-20220001567619-22-018267
Q2 2230-Jun-20221$33,772,138,00013F-HR18-Jul-20220001567619-22-014097
Q1 2231-Mar-20221$30,399,374,00013F-HR19-Apr-20220001567619-22-008667
Q4 2131-Dec-20211$29,683,654,00013F-HR27-Jan-20220001567619-22-001879
Q3 2130-Sep-20211$25,010,841,00013F-HR8-Oct-20210001567619-21-018087
Q2 2130-Jun-20211$25,109,305,00013F-HR19-Jul-20210001567619-21-013602
Q1 2131-Mar-20211$20,606,638,00013F-HR12-Apr-20210001567619-21-007894
Q4 2031-Dec-20201$18,763,585,00013F-HR21-Jan-20210001567619-21-001322
Q3 2030-Sep-20201$16,449,809,00013F-HR5-Oct-20200001567619-20-017549
Q2 2030-Jun-20201$18,315,971,00013F-HR16-Jul-20200001567619-20-013333
Q1 2031-Mar-20201$15,713,001,00013F-HR10-Apr-20200001567619-20-007808
Q4 1931-Dec-20191$15,056,699,00013F-HR13-Jan-20200001567619-20-000923
Q3 1930-Sep-20191$13,039,412,00013F-HR8-Oct-20190001567619-19-019328
Q2 1930-Jun-20191$12,941,414,00013F-HR15-Jul-20190001567619-19-014770
Q1 1931-Mar-20191$15,157,305,00013F-HR16-Apr-20190001567619-19-008825
Q4 1831-Dec-20181$13,656,731,00013F-HR14-Jan-20190001567619-19-001076
Q3 1830-Sep-20181$12,812,900,00013F-HR9-Oct-20180001567619-18-003834
Q2 1830-Jun-20181$10,414,595,00013F-HR12-Jul-20180001140361-18-032257
Q1 1831-Mar-20181$9,522,375,00013F-HR10-Apr-20180001140361-18-017938
Q4 1731-Dec-20171$10,394,982,00013F-HR17-Jan-20180001140361-18-002153
Q1 1731-Mar-20171$10,487,74413F-HR14-Apr-20170001140361-17-015845
Q4 1631-Dec-20161$9,236,10013F-HR13-Jan-20170001140361-17-001804
Q3 1630-Sep-20161$10,094,76613F-HR12-Oct-20160001140361-16-082548
Q2 1630-Jun-20161$9,974,14513F-HR7-Jul-20160001140361-16-071930
Q1 1631-Mar-20161$9,207,25613F-HR13-Apr-20160001140361-16-061003
Q4 1531-Dec-20151$10,773,55113F-HR12-Jan-20160001140361-16-047599