Joel Greenblatt’s LLY Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q1 2017
+410,286 Shares
Current Position
8,016 Shares
$6.12 M Value

Joel Greenblatt's LLY Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 8,016 shares of Eli Lilly and Company (LLY) worth $6.12 M, representing 0.03% 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, Joel Greenblatt has maintained a long-term strategic position in LLY, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2017, adding 410,286 shares. Largest reduction occurred in Q2 2017, reducing 439,592 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt'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 Joel Greenblatt

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +39,412 Add 0.00% 39,411 $49.12
Q3 2013 +7,350 Add 18.65% 46,761 $50.32
Q4 2013 +94,360 Add 201.79% 141,121 $51.00
Q1 2014 -132,105 Reduce 93.61% 9,016 $58.90
Q2 2014 -1,267 Reduce 14.05% 7,749 $62.20
Q3 2014 -2,121 Reduce 27.37% 5,628 $64.85
Q4 2014 +6 Add 0.11% 5,634 $69.05
Q1 2015 -5,634 Sold Out 5,634 $0.00
Q4 2016 +38,305 New Buy 38,305 $73.54
Q1 2017 +410,286 Add 1071.10% 448,591 $84.11
Q2 2017 -439,592 Reduce 97.99% 8,999 $82.34
Q3 2017 -8,999 Sold Out 8,999 $0.00
Q4 2017 +256,537 New Buy 256,537 $84.46
Q1 2018 -165,912 Reduce 64.67% 90,625 $77.37
Q2 2018 -90,625 Sold Out 90,625 $0.00
Q3 2018 +69,828 New Buy 69,828 $107.31
Q4 2018 +242,632 Add 347.47% 312,460 $115.72
Q1 2019 -66,667 Reduce 21.34% 245,793 $129.76
Q2 2019 +257,782 Add 104.88% 503,575 $110.79
Q3 2019 -397,920 Reduce 79.02% 105,655 $111.83
Q4 2019 -105,655 Sold Out 105,655 $0.00
Q1 2021 +3,552 New Buy 3,552 $186.94
Q2 2021 -1,667 Reduce 46.93% 1,885 $229.71
Q3 2021 +31,854 Add 1689.87% 33,739 $231.04
Q4 2021 -31,213 Reduce 92.51% 2,526 $276.33
Q1 2022 +814 Add 32.22% 3,340 $286.23
Q2 2022 +81 Add 2.43% 3,421 $324.17
Q3 2022 +198 Add 5.79% 3,619 $323.29
Q4 2022 +58 Add 1.60% 3,677 $365.84
Q1 2023 +42 Add 1.14% 3,719 $343.42
Q2 2023 -224 Reduce 6.02% 3,495 $468.98
Q3 2023 +3,891 Add 111.33% 7,386 $537.13
Q4 2023 +1,878 Add 25.43% 9,264 $582.92
Q1 2024 +620 Add 6.69% 9,884 $777.96
Q2 2024 +2,065 Add 20.89% 11,949 $905.38
Q3 2024 -3,434 Reduce 28.74% 8,515 $885.94
Q4 2024 -2,736 Reduce 32.13% 5,779 $772.00
Q1 2025 +1,768 Add 30.59% 7,547 $825.91
Q2 2025 -361 Reduce 4.78% 7,186 $779.53
Q3 2025 +830 Add 11.55% 8,016 $763.00

Joel Greenblatt's Eli Lilly and Company Investment FAQs

Joel Greenblatt first purchased Eli Lilly and Company (LLY) in Q2 2013, acquiring 39,411 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt 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.

Joel Greenblatt's largest addition to Eli Lilly and Company (LLY) was in Q1 2017, adding 448,591 shares worth $37.73 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 8,016 shares of Eli Lilly and Company (LLY), valued at approximately $6.12 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 Joel Greenblatt'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.

Joel Greenblatt's peak holding in Eli Lilly and Company (LLY) was 503,575 shares, as reported at the end of Q2 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.