Ray Dalio’s LLY Holdings & Trades

First Buy
Q3 2013
Duration Held
49 Quarters
Largest Add
Q4 2023
+255,619 Shares
Current Position
10,441 Shares
$7.97 M Value

Ray Dalio's LLY Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 10,441 shares of Eli Lilly and Company (LLY) worth $7.97 M, representing 0.03% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.

Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in LLY, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2023, adding 255,619 shares. Largest reduction occurred in Q2 2024, reducing 184,649 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's Eli Lilly and Company (LLY) Holding Value Over Time

Track share changes against reported price movement

Quarterly Eli Lilly and Company (LLY) Trades by Ray Dalio

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q3 2013 +19,039 New Buy 19,039 $50.32
Q4 2013 +29,200 Add 153.37% 48,239 $51.00
Q1 2014 -16,800 Reduce 34.83% 31,439 $58.84
Q2 2014 -31,439 Sold Out 31,439 $0.00
Q4 2014 +4,639 New Buy 4,639 $68.98
Q1 2015 -4,639 Sold Out 4,639 $0.00
Q4 2015 +30,462 New Buy 30,462 $84.27
Q1 2016 +44,660 Add 146.61% 75,122 $72.02
Q2 2016 +2,340 Add 3.11% 77,462 $78.75
Q3 2016 -57,581 Reduce 74.33% 19,881 $80.28
Q4 2016 +99,519 Add 500.57% 119,400 $73.55
Q1 2017 -119,400 Sold Out 119,400 $0.00
Q2 2017 +51,151 New Buy 51,151 $82.31
Q3 2017 -51,151 Sold Out 51,151 $0.00
Q4 2017 +123,940 New Buy 123,940 $84.46
Q1 2018 +101,858 Add 82.18% 225,798 $77.37
Q2 2018 +727 Add 0.32% 226,525 $85.33
Q3 2018 -91,104 Reduce 40.22% 135,421 $107.31
Q4 2018 -135,421 Sold Out 135,421 $0.00
Q3 2019 +8,135 New Buy 8,135 $111.86
Q4 2019 -8,135 Sold Out 8,135 $0.00
Q1 2020 +28,770 New Buy 28,770 $138.72
Q2 2020 -28,770 Sold Out 28,770 $0.00
Q2 2021 +26,066 New Buy 26,066 $229.53
Q3 2021 +20,316 Add 77.94% 46,382 $231.06
Q4 2021 +76,737 Add 165.45% 123,119 $276.22
Q1 2022 +124,227 Add 100.90% 247,346 $286.37
Q2 2022 -42,521 Reduce 17.19% 204,825 $324.23
Q3 2022 +84,028 Add 41.02% 288,853 $323.35
Q4 2022 -58,115 Reduce 20.12% 230,738 $365.84
Q1 2023 +28,528 Add 12.36% 259,266 $343.42
Q2 2023 -145,381 Reduce 56.07% 113,885 $468.98
Q3 2023 -51,918 Reduce 45.59% 61,967 $537.13
Q4 2023 +255,619 Add 412.51% 317,586 $582.92
Q1 2024 -37,200 Reduce 11.71% 280,386 $777.96
Q2 2024 -184,649 Reduce 65.86% 95,737 $905.38
Q3 2024 -22,466 Reduce 23.47% 73,271 $885.94
Q4 2024 +11,085 Add 15.13% 84,356 $772.00
Q1 2025 -81,610 Reduce 96.74% 2,746 $825.91
Q2 2025 -2,746 Sold Out 2,746 $0.00
Q3 2025 +10,441 New Buy 10,441 $763.00

Ray Dalio's Eli Lilly and Company Investment FAQs

Ray Dalio first purchased Eli Lilly and Company (LLY) in Q3 2013, acquiring 19,039 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held Eli Lilly and Company (LLY) for 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio's largest addition to Eli Lilly and Company (LLY) was in Q4 2023, adding 317,586 shares worth $185.13 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 10,441 shares of Eli Lilly and Company (LLY), valued at approximately $7.97 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Eli Lilly and Company (LLY) represents approximately 0.03% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio's peak holding in Eli Lilly and Company (LLY) was 317,586 shares, as reported at the end of Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.