Jeremy Grantham's LLY Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 700,608 shares of Eli Lilly and Company (LLY) worth $534.56 M, representing 1.51% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +6.25 M | Add 0.00% | 6.25 M | $49.12 |
| Q3 2013 | +758,468 | Add 12.13% | 7.01 M | $50.33 |
| Q4 2013 | -709,976 | Reduce 10.12% | 6.3 M | $51.00 |
| Q1 2014 | -1.19 M | Reduce 18.91% | 5.11 M | $58.86 |
| Q2 2014 | -1.03 M | Reduce 20.10% | 4.08 M | $62.17 |
| Q3 2014 | -1.17 M | Reduce 28.71% | 2.91 M | $64.85 |
| Q4 2014 | -1.93 M | Reduce 66.18% | 984,515 | $68.99 |
| Q1 2015 | -692,859 | Reduce 70.38% | 291,656 | $72.65 |
| Q2 2015 | +1.17 M | Add 401.70% | 1.46 M | $83.49 |
| Q3 2015 | +58,151 | Add 3.97% | 1.52 M | $83.69 |
| Q4 2015 | -88,682 | Reduce 5.83% | 1.43 M | $84.26 |
| Q1 2016 | -52,400 | Reduce 3.66% | 1.38 M | $72.01 |
| Q2 2016 | -395,783 | Reduce 28.67% | 984,510 | $78.75 |
| Q3 2016 | +62,800 | Add 6.38% | 1.05 M | $80.26 |
| Q4 2016 | +37,801 | Add 3.61% | 1.09 M | $73.55 |
| Q1 2017 | -246,892 | Reduce 22.75% | 838,219 | $84.11 |
| Q2 2017 | +29,054 | Add 3.47% | 867,273 | $82.30 |
| Q3 2017 | -65,224 | Reduce 7.52% | 802,049 | $85.54 |
| Q4 2017 | +178,800 | Add 22.29% | 980,849 | $84.46 |
| Q1 2018 | +348,500 | Add 35.53% | 1.33 M | $77.37 |
| Q2 2018 | -905,790 | Reduce 68.14% | 423,559 | $85.33 |
| Q3 2018 | -50,100 | Reduce 11.83% | 373,459 | $107.31 |
| Q4 2018 | -63,400 | Reduce 16.98% | 310,059 | $115.72 |
| Q1 2019 | -282,200 | Reduce 91.01% | 27,859 | $129.76 |
| Q2 2019 | +1.56 M | Add 5612.32% | 1.59 M | $110.79 |
| Q3 2019 | +189,524 | Add 11.91% | 1.78 M | $111.83 |
| Q4 2019 | +2,004 | Add 0.11% | 1.78 M | $131.43 |
| Q1 2020 | -450,536 | Reduce 25.27% | 1.33 M | $138.72 |
| Q2 2020 | -4,947 | Reduce 0.37% | 1.33 M | $164.18 |
| Q3 2020 | +32,382 | Add 2.44% | 1.36 M | $148.02 |
| Q4 2020 | -207,505 | Reduce 15.26% | 1.15 M | $168.84 |
| Q1 2021 | +23,403 | Add 2.03% | 1.18 M | $186.82 |
| Q2 2021 | -186,299 | Reduce 15.85% | 989,422 | $229.52 |
| Q3 2021 | +14,707 | Add 1.49% | 1 M | $231.05 |
| Q4 2021 | -13,334 | Reduce 1.33% | 990,795 | $276.22 |
| Q1 2022 | -64,469 | Reduce 6.51% | 926,326 | $286.37 |
| Q2 2022 | -136,417 | Reduce 14.73% | 789,909 | $324.23 |
| Q3 2022 | -3,068 | Reduce 0.39% | 786,841 | $323.35 |
| Q4 2022 | -9,871 | Reduce 1.25% | 776,970 | $365.84 |
| Q1 2023 | +10,877 | Add 1.40% | 787,847 | $343.42 |
| Q2 2023 | +28,426 | Add 3.61% | 816,273 | $468.98 |
| Q3 2023 | -156,780 | Reduce 19.21% | 659,493 | $537.13 |
| Q4 2023 | +30,370 | Add 4.61% | 689,863 | $582.92 |
| Q1 2024 | -6,077 | Reduce 0.88% | 683,786 | $777.96 |
| Q2 2024 | -213,297 | Reduce 31.19% | 470,489 | $905.38 |
| Q3 2024 | -41,625 | Reduce 8.85% | 428,864 | $885.94 |
| Q4 2024 | +6,368 | Add 1.48% | 435,232 | $772.00 |
| Q1 2025 | +48,568 | Add 11.16% | 483,800 | $825.91 |
| Q2 2025 | -9,778 | Reduce 2.02% | 474,022 | $779.53 |
| Q3 2025 | +226,586 | Add 47.80% | 700,608 | $763.00 |
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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Eli Lilly and Company (LLY) was in Q2 2013, adding 6,254,352 shares worth $307.21 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 700,608 shares of Eli Lilly and Company (LLY), valued at approximately $534.56 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 1.51% of Jeremy Grantham'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.
Jeremy Grantham's peak holding in Eli Lilly and Company (LLY) was 7,012,820 shares, as reported at the end of Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.