Jeremy Grantham's LLY Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 739,274 shares of Eli Lilly and Company (LLY) worth $794.48 M, representing 2.03% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in LLY, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2019, adding 1.56 M shares. Largest reduction occurred in Q4 2014, reducing 1.93 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham'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 Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +38,666 | Add 5.52% | 739,274 | $1074.68 |
| Q3 2025 | +226,586 | Add 47.80% | 700,608 | $763.00 |
| Q2 2025 | -9,778 | Reduce 2.02% | 474,022 | $779.53 |
| Q1 2025 | +48,568 | Add 11.16% | 483,800 | $825.91 |
| Q4 2024 | +6,368 | Add 1.48% | 435,232 | $772.00 |
| Q3 2024 | -41,625 | Reduce 8.85% | 428,864 | $885.94 |
| Q2 2024 | -213,297 | Reduce 31.19% | 470,489 | $905.38 |
| Q1 2024 | -6,077 | Reduce 0.88% | 683,786 | $777.96 |
| Q4 2023 | +30,370 | Add 4.61% | 689,863 | $582.92 |
| Q3 2023 | -156,780 | Reduce 19.21% | 659,493 | $537.13 |
| Q2 2023 | +28,426 | Add 3.61% | 816,273 | $468.98 |
| Q1 2023 | +10,877 | Add 1.40% | 787,847 | $343.42 |
| Q4 2022 | -9,871 | Reduce 1.25% | 776,970 | $365.84 |
| Q3 2022 | -3,068 | Reduce 0.39% | 786,841 | $323.35 |
| Q2 2022 | -136,417 | Reduce 14.73% | 789,909 | $324.23 |
| Q1 2022 | -64,469 | Reduce 6.51% | 926,326 | $286.37 |
| Q4 2021 | -13,334 | Reduce 1.33% | 990,795 | $276.22 |
| Q3 2021 | +14,707 | Add 1.49% | 1 M | $231.05 |
| Q2 2021 | -186,299 | Reduce 15.85% | 989,422 | $229.52 |
| Q1 2021 | +23,403 | Add 2.03% | 1.18 M | $186.82 |
| Q4 2020 | -207,505 | Reduce 15.26% | 1.15 M | $168.84 |
| Q3 2020 | +32,382 | Add 2.44% | 1.36 M | $148.02 |
| Q2 2020 | -4,947 | Reduce 0.37% | 1.33 M | $164.18 |
| Q1 2020 | -450,536 | Reduce 25.27% | 1.33 M | $138.72 |
| Q4 2019 | +2,004 | Add 0.11% | 1.78 M | $131.43 |
| Q3 2019 | +189,524 | Add 11.91% | 1.78 M | $111.83 |
| Q2 2019 | +1.56 M | Add 5612.32% | 1.59 M | $110.79 |
| Q1 2019 | -282,200 | Reduce 91.01% | 27,859 | $129.76 |
| Q4 2018 | -63,400 | Reduce 16.98% | 310,059 | $115.72 |
| Q3 2018 | -50,100 | Reduce 11.83% | 373,459 | $107.31 |
| Q2 2018 | -905,790 | Reduce 68.14% | 423,559 | $85.33 |
| Q1 2018 | +348,500 | Add 35.53% | 1.33 M | $77.37 |
| Q4 2017 | +178,800 | Add 22.29% | 980,849 | $84.46 |
| Q3 2017 | -65,224 | Reduce 7.52% | 802,049 | $85.54 |
| Q2 2017 | +29,054 | Add 3.47% | 867,273 | $82.30 |
| Q1 2017 | -246,892 | Reduce 22.75% | 838,219 | $84.11 |
| Q4 2016 | +37,801 | Add 3.61% | 1.09 M | $73.55 |
| Q3 2016 | +62,800 | Add 6.38% | 1.05 M | $80.26 |
| Q2 2016 | -395,783 | Reduce 28.67% | 984,510 | $78.75 |
| Q1 2016 | -52,400 | Reduce 3.66% | 1.38 M | $72.01 |
| Q4 2015 | -88,682 | Reduce 5.83% | 1.43 M | $84.26 |
| Q3 2015 | +58,151 | Add 3.97% | 1.52 M | $83.69 |
| Q2 2015 | +1.17 M | Add 401.70% | 1.46 M | $83.49 |
| Q1 2015 | -692,859 | Reduce 70.38% | 291,656 | $72.65 |
| Q4 2014 | -1.93 M | Reduce 66.18% | 984,515 | $68.99 |
| Q3 2014 | -1.17 M | Reduce 28.71% | 2.91 M | $64.85 |
| Q2 2014 | -1.03 M | Reduce 20.10% | 4.08 M | $62.17 |
| Q1 2014 | -1.19 M | Reduce 18.91% | 5.11 M | $58.86 |
| Q4 2013 | -709,976 | Reduce 10.12% | 6.3 M | $51.00 |
| Q3 2013 | +758,468 | Add 12.13% | 7.01 M | $50.33 |
| Q2 2013 | +6.25 M | Add 0.00% | 6.25 M | $49.12 |
Jeremy Grantham's Eli Lilly and Company Investment FAQs
Jeremy Grantham first purchased Eli Lilly and Company (LLY) in Q2 2013, acquiring 6,254,352 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Eli Lilly and Company (LLY) for 51 quarters since Q2 2013.
Jeremy Grantham's largest addition to Eli Lilly and Company (LLY) was in Q2 2013, adding 6,254,352 shares worth $307.21 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 739,274 shares of Eli Lilly and Company (LLY), valued at approximately $794.48 M.
As of the Q4 2025 filing, Eli Lilly and Company (LLY) represents approximately 2.03% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Eli Lilly and Company (LLY) was 7,012,820 shares, as reported at the end of Q3 2013.