Cliff Asness’s LLY Holdings & Trades

First Buy
Q4 2012
Duration Held
52 Quarters
Largest Add
Q2 2013
+3.88 M Shares
Current Position
451,182 Shares
$330.82 M Value

Cliff Asness's LLY Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 451,182 shares of Eli Lilly and Company (LLY) worth $330.82 M, representing 0.21% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.

Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in LLY, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 1.59 M shares. Largest reduction occurred in Q3 2019, reducing 1.45 M shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness'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 Cliff Asness

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2012 +2.8 M Add 0.00% 2.8 M $49.32
Q2 2013 +3.88 M Add 0.00% 3.88 M $49.12
Q3 2013 -564,803 Reduce 14.56% 3.31 M $50.33
Q4 2013 +40,998 Add 1.24% 3.35 M $51.00
Q1 2014 -1.14 M Reduce 33.99% 2.21 M $58.86
Q2 2014 -295,500 Reduce 13.34% 1.92 M $62.17
Q3 2014 -461,233 Reduce 24.04% 1.46 M $64.85
Q4 2014 +610,321 Add 41.87% 2.07 M $68.99
Q1 2015 +269,239 Add 13.02% 2.34 M $72.65
Q2 2015 -349,718 Reduce 14.96% 1.99 M $83.49
Q3 2015 +451,787 Add 22.73% 2.44 M $83.69
Q4 2015 -78,844 Reduce 3.23% 2.36 M $84.26
Q1 2016 -446,807 Reduce 18.93% 1.91 M $72.01
Q2 2016 -580,360 Reduce 30.33% 1.33 M $78.75
Q3 2016 +124,873 Add 9.37% 1.46 M $80.26
Q4 2016 +30,655 Add 2.10% 1.49 M $73.55
Q1 2017 -246,535 Reduce 16.56% 1.24 M $84.11
Q2 2017 +365,539 Add 29.42% 1.61 M $82.30
Q3 2017 +284,380 Add 17.69% 1.89 M $85.54
Q4 2017 +158,755 Add 8.39% 2.05 M $84.46
Q1 2018 -346,580 Reduce 16.90% 1.7 M $77.37
Q2 2018 -637,563 Reduce 37.41% 1.07 M $85.33
Q3 2018 +951,817 Add 89.22% 2.02 M $107.31
Q4 2018 +1.59 M Add 78.88% 3.61 M $115.72
Q1 2019 -782,294 Reduce 21.66% 2.83 M $129.55
Q2 2019 +1.51 M Add 53.28% 4.34 M $110.72
Q3 2019 -1.45 M Reduce 33.37% 2.89 M $111.83
Q4 2019 -369,787 Reduce 12.80% 2.52 M $130.78
Q1 2020 -1.05 M Reduce 41.69% 1.47 M $135.23
Q2 2020 -131,280 Reduce 8.94% 1.34 M $162.69
Q3 2020 +169,421 Add 12.67% 1.51 M $145.68
Q4 2020 -66,733 Reduce 4.43% 1.44 M $166.99
Q1 2021 -369,380 Reduce 25.65% 1.07 M $185.38
Q2 2021 -117,454 Reduce 10.97% 953,360 $229.52
Q3 2021 -53,712 Reduce 5.63% 899,648 $231.05
Q4 2021 +77,648 Add 8.63% 977,296 $276.22
Q1 2022 -107,175 Reduce 10.97% 870,121 $286.37
Q2 2022 -331,785 Reduce 38.13% 538,336 $323.10
Q3 2022 -55,251 Reduce 10.26% 483,085 $323.35
Q4 2022 -106,760 Reduce 22.10% 376,325 $365.84
Q1 2023 -45,133 Reduce 11.99% 331,192 $343.11
Q2 2023 -27,007 Reduce 8.15% 304,185 $466.71
Q3 2023 +1,448 Add 0.48% 305,633 $537.13
Q4 2023 +30,302 Add 9.91% 335,935 $582.92
Q1 2024 +68,495 Add 20.39% 404,430 $777.96
Q2 2024 +70,122 Add 17.34% 474,552 $905.38
Q3 2024 +203,085 Add 42.80% 677,637 $873.31
Q4 2024 -33,693 Reduce 4.97% 643,944 $770.51
Q1 2025 -76,441 Reduce 11.87% 567,503 $803.79
Q2 2025 -220,528 Reduce 38.86% 346,975 $777.14
Q3 2025 +104,207 Add 30.03% 451,182 $733.24

Cliff Asness's Eli Lilly and Company Investment FAQs

Cliff Asness first purchased Eli Lilly and Company (LLY) in Q4 2012, acquiring 2,802,050 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held Eli Lilly and Company (LLY) for 52 quarters since Q4 2012. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness's largest addition to Eli Lilly and Company (LLY) was in Q2 2013, adding 3,878,291 shares worth $190.5 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 451,182 shares of Eli Lilly and Company (LLY), valued at approximately $330.82 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 0.21% of Cliff Asness'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.

Cliff Asness's peak holding in Eli Lilly and Company (LLY) was 4,335,702 shares, as reported at the end of Q2 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.