Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

ELI LILLY CO · COM · quarter ended 2026-03-31 · 51 members disclosed LLY ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 3,697 holders are listed, largest first: 3,697
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $627B
holders whose share count rose or who opened the position (new + add), by shares: 1,783
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 320

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of LLY ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	LILLY ENDOWMENT INC	$84.5B	91,896,978	−293,538	TRIM
2	BlackRock, Inc.	$61.1B	66,380,842	−412,021	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$49.1B	53,361,774	—	NO PRIOR
4	STATE STREET CORP	$32.8B	35,610,002	+248,086	ADD
5	FMR LLC	$24.2B	26,341,031	+619,361	ADD
6	Capital Research Global Investors	$22.7B	24,632,647	+65,801	ADD
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$19.3B	20,977,027	—	NO PRIOR
8	GEODE CAPITAL MANAGEMENT, LLC	$18.5B	20,191,864	+381,799	ADD
9	Capital World Investors	$14.4B	15,621,813	+590,063	ADD
10	MORGAN STANLEY	$14.2B	15,437,458	−155,561	TRIM
11	WELLINGTON MANAGEMENT GROUP LLP	$12.3B	13,427,061	+69,876	ADD
12	JPMORGAN CHASE & CO	$12.1B	13,698,491	+700,545	ADD
13	BANK OF AMERICA CORP /DE/	$10.2B	11,125,832	+20,246	ADD
14	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$9.9B	10,759,188	−1,721,029	TRIM
15	PRIMECAP MANAGEMENT CO/CA/	$8.5B	9,223,432	−42,350	TRIM
16	NORTHERN TRUST CORP	$8.1B	8,827,564	−7,943	TRIM
17	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$6.5B	7,072,021	+572,691	ADD
18	GOLDMAN SACHS GROUP INC	$5.8B	6,340,865	+390,971	ADD
19	Capital International Investors	$5.6B	6,116,692	−3,752,688	TRIM
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$5.4B	5,897,450	+139,244	ADD
21	Legal & General Group Plc	$4.9B	5,379,364	+85,723	ADD
22	Nuveen, LLC	$4.9B	5,337,672	−96,900	TRIM
23	ALLIANCEBERNSTEIN L.P.	$4.8B	4,427,764	−193,341	TRIM
24	JENNISON ASSOCIATES LLC	$4.7B	5,060,878	−72,798	TRIM
25	Amundi	$4.6B	5,055,025	+454,549	ADD
26	Bank of New York Mellon Corp	$4.5B	4,860,408	−224,084	TRIM
27	Fisher Asset Management, LLC	$4.5B	4,838,986	+232,659	ADD
28	VANGUARD FIDUCIARY TRUST CO	$4.2B	4,619,489	—	NO PRIOR
29	FRANKLIN RESOURCES INC	$4.1B	4,471,778	−146,521	TRIM
30	WELLS FARGO & COMPANY/MN	$4.1B	4,405,844	+73,189	ADD
31	Janus Henderson Group Ltd.	$4.0B	4,347,394	−94,583	TRIM
32	ROYAL BANK OF CANADA	$3.9B	4,262,531	−107,202	TRIM
33	UBS Group AG	$3.7B	4,043,568	+479,648	ADD
34	DIMENSIONAL FUND ADVISORS LP	$3.6B	3,895,925	+124,352	ADD
35	DEUTSCHE BANK AG\	$3.3B	3,547,772	−259,865	TRIM
36	Invesco Ltd.	$3.2B	3,454,585	+443,580	ADD
37	AMERIPRISE FINANCIAL INC	$2.7B	2,984,392	+97,128	ADD
38	Swiss National Bank	$2.2B	2,358,310	+153,800	ADD
39	FIFTH THIRD BANCORP	$1.8B	1,963,490	+1,497,423	ADD
40	Mitsubishi UFJ Asset Management Co., Ltd.	$1.7B	1,882,027	+130,751	ADD
41	VICTORY CAPITAL MANAGEMENT INC	$1.7B	1,866,854	−816,537	TRIM
42	HSBC HOLDINGS PLC	$1.7B	1,865,688	−2,103,424	TRIM
43	AMERICAN CENTURY COMPANIES INC	$1.7B	1,845,922	−16,031	TRIM
44	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$1.7B	1,814,693	−39,894	TRIM
45	Sumitomo Mitsui Trust Group, Inc.	$1.6B	1,775,707	−80,425	TRIM
46	Vanguard Global Advisers, LLC	$1.6B	1,735,228	—	NO PRIOR
47	Neuberger Berman Group LLC	$1.6B	1,732,649	−44,142	TRIM
48	National Pension Service	$1.5B	1,661,226	+1,661,226	NEW
49	RAYMOND JAMES FINANCIAL INC	$1.5B	1,625,655	+135,697	ADD
50	Swedbank AB	$1.5B	1,616,304	−52,647	TRIM
51	Assenagon Asset Management S.A.	$1.4B	1,550,234	+1,208,510	ADD
52	BANK OF MONTREAL /CAN/	$1.4B	1,507,369	−122,082	TRIM
53	CANADA PENSION PLAN INVESTMENT BOARD	$1.3B	1,447,591	+119,395	ADD
54	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$1.3B	1,447,173	+46,878	ADD
55	NORDEA INVESTMENT MANAGEMENT AB	$1.3B	1,461,892	−18,085	TRIM
56	SAPIENT CAPITAL LLC	$1.3B	1,444,355	−54,261	TRIM
57	VANGUARD ASSET MANAGEMENT, Ltd	$1.3B	1,389,900	—	NO PRIOR
58	US BANCORP \DE\	$1.2B	1,357,610	−12,519	TRIM
59	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$1.2B	1,263,243	+279,019	ADD
60	PRINCIPAL FINANCIAL GROUP INC	$1.1B	1,226,699	−42,832	TRIM
61	LPL Financial LLC	$1.1B	1,196,696	+25,134	ADD
62	TD ASSET MANAGEMENT INC	$1.1B	1,190,111	+5,929	ADD
63	ENVESTNET ASSET MANAGEMENT INC	$1.1B	1,175,177	+68,519	ADD
64	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.1B	1,169,027	−778,671	TRIM
65	BNP Paribas Asset Management Holding S.A.	$1.1B	1,157,476	+220,151	ADD
66	VOYA INVESTMENT MANAGEMENT LLC	$1.0B	1,134,683	−326,181	TRIM
67	CITIGROUP INC	$1.0B	1,091,983	+432,352	ADD
68	APG Asset Management N.V.	$927M	1,161,712	+286,183	ADD
69	ADAGE CAPITAL PARTNERS GP, L.L.C.	$880M	956,817	+124,525	ADD
70	Pictet Asset Management Holding SA	$868M	943,976	+63,470	ADD
71	PARNASSUS INVESTMENTS, LLC	$860M	935,462	−74,930	TRIM
72	POLEN CAPITAL MANAGEMENT LLC	$841M	914,557	−331,533	TRIM
73	NEW YORK STATE COMMON RETIREMENT FUND	$837M	909,987	−3,800	TRIM
74	CIBC Bancorp USA Inc.	$832M	904,660	—	NO PRIOR
75	Bank Julius Baer & Co. Ltd, Zurich	$809M	885,763	+137,673	ADD
76	AQR CAPITAL MANAGEMENT LLC	$786M	855,420	+348,581	ADD
77	Ensign Peak Advisors, Inc	$780M	848,203	+10,546	ADD
78	STIFEL FINANCIAL CORP	$717M	779,157	−14,434	TRIM
79	SEI INVESTMENTS CO	$706M	767,347	+123,343	ADD
80	DANSKE BANK A/S	$699M	760,386	+56,822	ADD
81	Grantham, Mayo, Van Otterloo & Co. LLC	$690M	749,815	+10,541	ADD
82	Cerity Partners LLC	$674M	732,549	+24,369	ADD
83	Russell Investments Group, Ltd.	$673M	738,454	+115,908	ADD
84	PRUDENTIAL FINANCIAL INC	$673M	731,555	−21,700	TRIM
85	Aberdeen Group plc	$666M	724,353	−22,874	TRIM
86	LAZARD ASSET MANAGEMENT LLC	$660M	718,105	+48,710	ADD
87	Qube Research & Technologies Ltd	$658M	715,082	+518,960	ADD
88	AVIVA PLC	$655M	712,581	+18,252	ADD
89	Korea Investment CORP	$654M	711,353	+9,946	ADD
90	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$647M	703,816	−7,774	TRIM
91	Mariner, LLC	$638M	693,861	+29,882	ADD
92	EDGEWOOD MANAGEMENT LLC	$638M	693,457	−562,232	TRIM
93	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$631M	686,584	+50,174	ADD
94	Corient Private Wealth LLC	$615M	654,787	−1,477,058	TRIM
95	BAHL & GAYNOR INC	$613M	666,129	−121,251	TRIM
96	ROYAL LONDON ASSET MANAGEMENT LTD	$604M	656,585	−83,249	TRIM
97	Robeco Institutional Asset Management B.V.	$601M	653,146	−73,319	TRIM
98	Zurcher Kantonalbank (Zurich Cantonalbank)	$587M	638,306	+638,306	NEW
99	D. E. Shaw & Co., Inc.	$586M	637,382	+218,331	ADD
100	JONES FINANCIAL COMPANIES LLLP	$573M	650,867	+414,956	ADD
101	NATIONAL BANK OF CANADA /FI/	$570M	620,178	−4,520	TRIM
102	OLD NATIONAL BANCORP /IN/	$564M	613,291	−656	TRIM
103	Universal- Beteiligungs- und Servicegesellschaft mbH	$544M	593,169	−6,140	TRIM
104	MARSHALL WACE, LLP	$530M	576,174	−632,162	TRIM
105	SATURNA CAPITAL CORP	$511M	555,104	+555,104	NEW
106	Goelzer Investment Management, Inc.	$497M	540,417	−2,450	TRIM
107	Employees Provident Fund Board	$482M	524,361	+207,268	ADD
108	Ninety One UK Ltd	$482M	524,221	−16,783	TRIM
109	MACKENZIE FINANCIAL CORP	$465M	506,081	+14,768	ADD
110	Allianz Asset Management GmbH	$464M	504,764	+77,425	ADD
111	Rockefeller Capital Management L.P.	$463M	503,731	+47,158	ADD
112	AMF Tjanstepension AB	$439M	477,177	+13,138	ADD
113	STOREBRAND ASSET MANAGEMENT AS	$429M	466,836	—	NO PRIOR
114	Clearbridge Investments, LLC	$429M	466,679	+88,953	ADD
115	PFA Pension, Forsikringsaktieselskab	$426M	463,041	+463,041	NEW
116	LOS ANGELES CAPITAL MANAGEMENT LLC	$418M	454,512	+194,236	ADD
117	HighTower Advisors, LLC	$406M	440,797	−46,925	TRIM
118	Eurizon Capital SGR S.p.A.	$403M	441,214	−87,681	TRIM
119	Quantinno Capital Management LP	$399M	433,880	+64,039	ADD
120	STATE OF WISCONSIN INVESTMENT BOARD	$397M	431,162	+14,444	ADD
121	FAYEZ SAROFIM & CO	$389M	423,173	−1,223	TRIM
122	Man Group plc	$388M	422,016	+60,956	ADD
123	Alecta Tjanstepension Omsesidigt	$388M	421,700	−22,400	TRIM
124	Creative Planning	$387M	420,635	+37,789	ADD
125	Candriam S.C.A.	$384M	417,282	−29,710	TRIM
126	PUBLIC SECTOR PENSION INVESTMENT BOARD	$383M	416,347	+111,608	ADD
127	Vanguard Investments Australia, Ltd.	$368M	400,302	—	NO PRIOR
128	LGT Group Foundation	$368M	399,693	−88,990	TRIM
129	Chevy Chase Trust Holdings, LLC	$366M	397,885	−12,596	TRIM
130	SEB Asset Management AB	$356M	387,272	—	NO PRIOR
131	NOMURA ASSET MANAGEMENT CO LTD	$350M	380,578	+11,546	ADD
132	Asset Management One Co., Ltd.	$342M	372,209	+3,661	ADD
133	CI INVESTMENTS INC.	$342M	371,515	−22,269	TRIM
134	TRUIST FINANCIAL CORP	$340M	369,521	+2,754	ADD
135	Mirova US LLC	$339M	368,438	−15,836	TRIM
136	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$339M	368,169	+102,870	ADD
137	WESTFIELD CAPITAL MANAGEMENT CO LP	$335M	364,579	+87,030	ADD
138	Allspring Global Investments Holdings, LLC	$332M	347,557	+11,676	ADD
139	BANK OF NOVA SCOTIA	$331M	360,137	+15,854	ADD
140	Cetera Investment Advisers	$318M	345,970	+16,189	ADD
141	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$317M	344,542	+130,006	ADD
142	DnB Asset Management AS	$314M	340,886	+19,402	ADD
143	Swiss Life Asset Management Ltd	$311M	338,419	+30,135	ADD
144	WORLDQUANT MILLENNIUM ADVISORS LLC	$305M	331,823	+102,703	ADD
145	TORONTO DOMINION BANK	$302M	327,871	−16,496	TRIM
146	Bedel Financial Consulting, Inc.	$301M	327,576	−461	TRIM
147	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$301M	326,802	+1,043	ADD
148	MAIRS & POWER INC	$300M	326,306	−19,039	TRIM
149	BLAIR WILLIAM & CO/IL	$298M	324,018	−778	TRIM
150	PANAGORA ASSET MANAGEMENT INC	$297M	322,677	−15,188	TRIM
151	KLP KAPITALFORVALTNING AS	$292M	317,879	+9,600	ADD
152	Lansforsakringar Fondforvaltning AB (publ)	$290M	315,757	+1,981	ADD
153	OSAIC HOLDINGS, INC.	$288M	312,761	+24,644	ADD
154	Calamos Advisors LLC	$284M	308,497	+35,943	ADD
155	GLENMEDE TRUST CO NA	$282M	306,828	−10,790	TRIM
156	COMMONWEALTH EQUITY SERVICES, LLC	$279M	303,295	−11,091	TRIM
157	CIBC Asset Management Inc	$278M	302,417	+8,670	ADD
158	REGIONS FINANCIAL CORP	$272M	295,365	−43,992	TRIM
159	MENORA MIVTACHIM HOLDINGS LTD.	$270M	293,800	0	NO CHANGE
160	Squarepoint Ops LLC	$267M	290,181	+80,448	ADD
161	TEACHER RETIREMENT SYSTEM OF TEXAS	$267M	289,939	+21,045	ADD
162	Baird Financial Group, Inc.	$261M	283,474	+283,474	NEW
163	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$260M	282,798	+115,132	ADD
164	Polar Capital Holdings Plc	$259M	281,102	+13,440	ADD
165	AustralianSuper Pty Ltd	$255M	276,856	+110,727	ADD
166	Harvest Portfolios Group Inc.	$254M	276,358	+28,969	ADD
167	MILLENNIUM MANAGEMENT LLC	$254M	275,989	−58,869	TRIM
168	CREDIT AGRICOLE S A	$254M	275,920	−35,455	TRIM
169	State of New Jersey Common Pension Fund D	$253M	274,628	−454	TRIM
170	WEATHERLY ASSET MANAGEMENT L. P.	$251M	273,072	−1,030	TRIM
171	Mirae Asset Global Investments Co., Ltd.	$251M	272,496	−5,252	TRIM
172	AGF MANAGEMENT LTD	$250M	272,048	+186,213	ADD
173	Compagnie Lombard Odier SCmA	$245M	265,844	+9,044	ADD
174	HUNTINGTON NATIONAL BANK	$240M	260,694	+2,647	ADD
175	Empower Advisory Group, LLC	$239M	259,772	+10,171	ADD
176	Resona Asset Management Co.,Ltd.	$236M	258,768	+5,144	ADD
177	Connor, Clark & Lunn Investment Management Ltd.	$236M	256,933	+180,032	ADD
178	CIBC WORLD MARKET INC.	$235M	255,820	+1,734	ADD
179	DJE Kapital AG	$235M	257,897	+257,897	NEW
180	OMERS ADMINISTRATION Corp	$231M	251,586	−78,985	TRIM
181	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	$231M	250,918	+20,897	ADD
182	Tidal Investments LLC	$227M	250,310	+120,840	ADD
183	BROWN BROTHERS HARRIMAN & CO	$226M	245,599	+61,399	ADD
184	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$223M	242,653	+8,186	ADD
185	Sanctuary Advisors, LLC	$223M	241,945	−2,189	TRIM
186	CITADEL ADVISORS LLC	$222M	241,714	−458,045	TRIM
187	M&T BANK CORP	$221M	240,540	−10,152	TRIM
188	ABN AMRO Bank N.V.	$221M	239,700	−9,349	TRIM
189	Artisan Partners Limited Partnership	$221M	240,038	+189,860	ADD
190	Focus Partners Wealth	$218M	237,125	+14,883	ADD
191	ORBIMED ADVISORS LLC	$218M	236,800	−64,400	TRIM
192	Tredje AP-fonden	$217M	235,889	+970	ADD
193	JENSEN INVESTMENT MANAGEMENT INC	$212M	230,671	−19,156	TRIM
194	Woodline Partners LP	$212M	230,474	+17,612	ADD
195	OFI INVEST ASSET MANAGEMENT	$212M	264,615	+141,496	ADD
196	XPONANCE LLC	$209M	226,843	+18,521	ADD
197	FEDERATED HERMES, INC.	$204M	221,640	−98,431	TRIM
198	MetLife Investment Management, LLC	$204M	221,464	−7,656	TRIM
199	Arizona State Retirement System	$203M	220,180	−8,689	TRIM
200	Czech National Bank	$198M	215,812	+6,413	ADD
201	STATE OF MICHIGAN RETIREMENT SYSTEM	$198M	215,804	−40,900	TRIM
202	NISA INVESTMENT ADVISORS, LLC	$194M	210,958	−14,895	TRIM
203	ING GROEP NV	$179M	194,505	+12,870	ADD
204	Capital International, Inc./CA/	$178M	193,029	−6,509	TRIM
205	COMMERCE BANK	$176M	191,230	+15,667	ADD
206	FIL Ltd	$176M	191,147	−6,374	TRIM
207	Glenview Trust Co	$173M	188,371	−1,448	TRIM
208	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$173M	187,547	+47,927	ADD
209	Holocene Advisors, LP	$172M	187,359	+24,139	ADD
210	LBP AM SA	$172M	186,999	−37,167	TRIM
211	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$170M	184,588	−129	TRIM
212	NewEdge Advisors, LLC	$169M	184,095	+184,095	NEW
213	TD Waterhouse Canada Inc.	$168M	176,351	+82,725	ADD
214	MERCER GLOBAL ADVISORS INC /ADV	$161M	175,063	+40,673	ADD
215	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$161M	174,541	+139,148	ADD
216	Temasek Holdings (Private) Ltd	$159M	173,259	+55,412	ADD
217	&PARTNERS	$158M	171,696	+11,110	ADD
218	Zurich Insurance Group Ltd/FI	$157M	170,467	−64,667	TRIM
219	ABN AMRO INVESTMENT SOLUTIONS	$156M	169,151	+31,877	ADD
220	FIRST TRUST ADVISORS LP	$155M	168,601	+1,305	ADD
221	Retirement Systems of Alabama	$155M	168,279	−659	TRIM
222	WELCH & FORBES LLC	$155M	168,235	+417	ADD
223	Haverford Trust Co	$154M	167,422	+6,122	ADD
224	OP Asset Management Ltd	$153M	166,613	—	NO PRIOR
225	IFM Investors Pty Ltd	$151M	164,685	+5,446	ADD
226	NISSAY ASSET MANAGEMENT CORP /JAPAN	$151M	163,980	+10,192	ADD
227	Mediolanum International Funds Ltd	$150M	169,227	+13,551	ADD
228	INTECH INVESTMENT MANAGEMENT LLC	$148M	161,201	+62,193	ADD
229	UniSuper Management Pty Ltd	$144M	156,372	−7,989	TRIM
230	MML INVESTORS SERVICES, LLC	$139M	151,246	−805	TRIM
231	Daiwa Securities Group Inc.	$138M	150,533	+12,875	ADD
232	Capital International Sarl	$138M	150,461	+3,380	ADD
233	Sumitomo Mitsui DS Asset Management Company, Ltd	$136M	148,110	+1,843	ADD
234	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$136M	147,903	+147,903	NEW
235	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$136M	161,388	−52,598	TRIM
236	Marex Group Ltd	$134M	145,674	+111,003	ADD
237	Burkehill Global Management, LP	$133M	145,000	+145,000	NEW
238	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$133M	144,813	−1,660	TRIM
239	CWM, LLC	$133M	144,076	+6,245	ADD
240	Sequoia Financial Advisors, LLC	$132M	143,305	−4,385	TRIM
241	Clark Capital Management Group, Inc.	$131M	142,217	+2,999	ADD
242	Pinnacle Financial Partners, Inc.	$131M	142,018	−937	TRIM
243	USS Investment Management Ltd	$130M	141,359	+4,003	ADD
244	Vanguard Personalized Indexing Management, LLC	$130M	141,070	+7,253	ADD
245	Life Cycle Investment Partners Ltd	$128M	139,583	+48,441	ADD
246	ASR Vermogensbeheer N.V.	$128M	138,714	−666	TRIM
247	Empowered Funds, LLC	$127M	137,886	+137,886	NEW
248	Cercano Management LLC	$126M	137,377	−5,077	TRIM
249	GATEWAY INVESTMENT ADVISERS LLC	$124M	135,174	−22,638	TRIM
250	Vontobel Holding Ltd.	$124M	134,450	+26,613	ADD
251	QRG CAPITAL MANAGEMENT, INC.	$123M	133,550	+20,139	ADD
252	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$122M	133,812	+21,286	ADD
253	Groupe la Francaise	$121M	132,176	−3,566	TRIM
254	ATALANTA SOSNOFF CAPITAL, LLC	$121M	131,511	−385	TRIM
255	Raiffeisen Bank International AG	$121M	136,080	−5,808	TRIM
256	COMGEST GLOBAL INVESTORS S.A.S.	$120M	130,786	−78,469	TRIM
257	Utah Retirement Systems	$120M	130,252	−2,112	TRIM
258	OXFORD FINANCIAL GROUP, LTD. LLC	$119M	129,619	−6,529	TRIM
259	Cohen Klingenstein LLC	$119M	129,058	−935	TRIM
260	Andra AP-fonden	$117M	127,233	+44,003	ADD
261	ProShare Advisors LLC	$115M	125,546	−28,958	TRIM
262	EASTERN BANK	$115M	125,505	−4,239	TRIM
263	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$115M	124,982	−25,525	TRIM
264	TUDOR INVESTMENT CORP ET AL	$115M	124,672	+77,914	ADD
265	Migdal Insurance & Financial Holdings Ltd.	$114M	124,269	+17,934	ADD
266	Epoch Investment Partners, Inc.	$113M	122,816	−17,615	TRIM
267	Kestra Advisory Services, LLC	$113M	122,730	+14,606	ADD
268	B. Metzler seel. Sohn & Co. AG	$113M	122,570	+2,054	ADD
269	Sarasin & Partners LLP	$112M	122,180	−9,317	TRIM
270	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$110M	120,075	+7,115	ADD
271	BROWN ADVISORY INC	$110M	119,391	+816	ADD
272	Varma Mutual Pension Insurance Co	$108M	117,868	−5,000	TRIM
273	Henshaw Capital LLC	$108M	117,776	—	NO PRIOR
274	Wealthfront Advisers LLC	$108M	117,458	+2,178	ADD
275	NEOS Investment Management LLC	$108M	117,395	+815	ADD
276	Banco Santander, S.A.	$107M	116,226	+3,646	ADD
277	JANE STREET GROUP, LLC	$107M	115,863	−139,261	TRIM
278	Pathstone Holdings, LLC	$106M	115,489	+1,993	ADD
279	Teewinot Capital Advisers, L.L.C.	$105M	114,611	−27,500	TRIM
280	Rakuten Investment Management, Inc.	$105M	118,160	+13,255	ADD
281	ZACKS INVESTMENT MANAGEMENT	$104M	113,388	−1,633	TRIM
282	Silvant Capital Management LLC	$103M	112,338	+5,963	ADD
283	IEQ CAPITAL, LLC	$102M	111,049	+11,475	ADD
284	Federation des caisses Desjardins du Quebec	$101M	109,969	+11,796	ADD
285	Lido Advisors, LLC	$100M	108,867	−21,808	TRIM
286	KEYBANK NATIONAL ASSOCIATION/OH	$99.8M	108,458	+973	ADD
287	Vinva Investment Management Ltd	$96.5M	108,892	+11,309	ADD
288	CONGRESS ASSET MANAGEMENT CO	$95.8M	104,102	+90,285	ADD
289	MACQUARIE GROUP LTD	$95.3M	103,586	−60,311	TRIM
290	Munro Partners	$93.9M	102,075	+63,555	ADD
291	Phoenix Financial Ltd.	$93.3M	101,476	+69,419	ADD
292	1832 Asset Management L.P.	$92.9M	100,966	−387,847	TRIM
293	NATIXIS	$92.8M	100,947	−104,055	TRIM
294	Amanah Holdings Trust	$92.0M	100,000	0	NO CHANGE
295	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$91.7M	100,075	+37,265	ADD
296	Aware Super Pty Ltd as trustee of Aware Super	$91.4M	99,418	—	NO PRIOR
297	Union Bancaire Privee, UBP SA	$91.0M	101,232	+16,934	ADD
298	Rock Springs Capital Management LP	$90.8M	98,700	−6,700	TRIM
299	Erste Asset Management GmbH	$89.2M	100,859	+20,208	ADD
300	MAI Capital Management	$88.4M	96,089	+4,767	ADD
301	Point72 Asset Management, L.P.	$88.1M	95,766	+28,020	ADD
302	GROUPAMA ASSET MANAGMENT	$87.7M	95,376	−2,180	TRIM
303	LMR Partners LLP	$86.0M	93,539	+82,507	ADD
304	Badgley Phelps Wealth Managers, LLC	$85.9M	93,356	−10,160	TRIM
305	Artemis Investment Management LLP	$85.4M	92,854	+6,138	ADD
306	Steward Partners Investment Advisory, LLC	$84.6M	91,946	+13,067	ADD
307	VEGA INVESTMENT SOLUTIONS	$84.5M	91,879	−5,152	TRIM
308	COUNTRY TRUST BANK	$83.5M	90,766	+9,967	ADD
309	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$83.4M	90,724	−200	TRIM
310	J. Safra Sarasin Holding AG	$82.4M	89,613	+7,285	ADD
311	Blue Whale Capital LLP	$81.1M	88,178	+30,300	ADD
312	Chicago Capital, LLC	$80.6M	87,582	+8,870	ADD
313	SCOTIA CAPITAL INC.	$79.9M	86,840	−10,110	TRIM
314	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$79.8M	86,734	−1,065	TRIM
315	Private Advisor Group, LLC	$79.6M	86,496	−634	TRIM
316	Circle Wealth Management, LLC	$79.4M	86,374	+367	ADD
317	BAMCO INC /NY/	$78.2M	85,066	−1,410	TRIM
318	Trexquant Investment LP	$78.1M	84,926	+54,285	ADD
319	Ethic Inc.	$77.8M	84,534	+2,868	ADD
320	BCV Asset Management Inc.	$76.3M	82,923	+983	ADD
321	Investment Management Corp of Ontario	$74.7M	81,250	+5,416	ADD
322	FACTORY MUTUAL INSURANCE CO	$74.6M	81,150	−4,750	TRIM
323	Munich Reinsurance Co Stock Corp in Munich	$74.3M	80,835	+6,627	ADD
324	EP Wealth Advisors, LLC	$74.3M	80,730	+5,452	ADD
325	SALEM INVESTMENT COUNSELORS INC	$72.3M	78,553	−702	TRIM
326	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$72.2M	78,552	−41,523	TRIM
327	Blue Trust, Inc.	$71.8M	78,101	−7,052	TRIM
328	UMB Bank, n.a.	$71.7M	77,979	−661	TRIM
329	Elo Mutual Pension Insurance Co	$70.6M	76,774	+3,574	ADD
330	PBU - The Pension Fund of Early Childhood & Youth Educators	$70.5M	76,692	+55,119	ADD
331	CHILTON CAPITAL MANAGEMENT LLC	$70.1M	76,231	+9,101	ADD
332	Nippon Life Global Investors Americas, Inc.	$69.7M	75,810	−250	TRIM
333	Bristol Gate Capital Partners Inc.	$69.5M	75,612	−4,966	TRIM
334	Kingsview Wealth Management, LLC	$69.4M	75,471	+4,868	ADD
335	OSTRUM ASSET MANAGEMENT	$68.1M	74,093	+6,090	ADD
336	FLPUTNAM INVESTMENT MANAGEMENT CO	$68.1M	74,082	+17,797	ADD
337	DONALDSON CAPITAL MANAGEMENT, LLC	$68.0M	73,963	+6,055	ADD
338	OPPENHEIMER & CO INC	$67.9M	73,784	+4,417	ADD
339	FIRST MANHATTAN CO. LLC.	$67.8M	73,682	−32,315	TRIM
340	Voleon Capital Management LP	$67.8M	73,676	+33,146	ADD
341	CASTLEARK MANAGEMENT LLC	$67.6M	73,478	−8,100	TRIM
342	EFG International AG	$66.3M	72,045	−38,652	TRIM
343	RENAISSANCE TECHNOLOGIES LLC	$66.0M	71,788	−94,059	TRIM
344	SAMLYN CAPITAL, LLC	$65.4M	71,144	−14,436	TRIM
345	Bridgewater Associates, LP	$65.1M	70,812	−2,480	TRIM
346	PRUDENTIAL PLC	$65.0M	70,630	+4,001	ADD
347	BAR HARBOR WEALTH MANAGEMENT	$64.8M	70,505	−1,605	TRIM
348	CAPITAL INTERNATIONAL LTD /CA/	$64.6M	70,183	−3,054	TRIM
349	NICHOLAS COMPANY, INC.	$64.4M	69,981	−7,348	TRIM
350	OPPENHEIMER ASSET MANAGEMENT INC.	$63.7M	69,246	+7,044	ADD
351	LGT Fund Management Co Ltd.	$62.8M	68,307	+42,767	ADD
352	Mutual Advisors, LLC	$62.8M	68,302	+2,493	ADD
353	Holistic Financial Partners	$62.3M	67,692	−184	TRIM
354	Vident Advisory, LLC	$62.1M	67,569	+8,339	ADD
355	RWA WEALTH PARTNERS, LLC	$61.7M	67,109	+1,782	ADD
356	Caprock Group, LLC	$61.6M	67,008	−1,494	TRIM
357	Hudson Bay Capital Management LP	$61.6M	67,004	+41,884	ADD
358	Quadrature Capital Ltd	$61.6M	66,997	−148,867	TRIM
359	Azimuth Capital Investment Management LLC	$61.3M	66,598	+2,759	ADD
360	Curi Capital, LLC	$61.2M	66,573	+6,513	ADD
361	Allworth Financial LP	$60.9M	66,228	+3,799	ADD
362	Apollon Wealth Management, LLC	$60.9M	66,192	+22,815	ADD
363	OAK RIDGE INVESTMENTS LLC	$60.8M	66,150	+368	ADD
364	PFM Health Sciences, LP	$60.5M	65,762	−2,527	TRIM
365	Midwest Trust Co	$59.9M	65,139	+1,518	ADD
366	TWO SIGMA INVESTMENTS, LP	$59.4M	64,550	+51,482	ADD
367	BANQUE PICTET & CIE SA	$59.2M	64,354	−8,483	TRIM
368	Rafferty Asset Management, LLC	$58.9M	63,993	−25,388	TRIM
369	NewEdge Wealth, LLC	$58.7M	63,804	+29	ADD
370	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$58.4M	63,464	+4,040	ADD
371	HB Wealth Management, LLC	$58.0M	63,028	+3,907	ADD
372	Generali Asset Management SPA SGR	$57.6M	62,651	−4,057	TRIM
373	Beacon Pointe Advisors, LLC	$57.1M	62,056	+16,929	ADD
374	PINNACLE ASSOCIATES LTD	$57.0M	61,937	−281	TRIM
375	Tri Locum Partners LP	$56.8M	61,795	−1,489	TRIM
376	COOKSON PEIRCE & CO INC	$56.7M	61,609	+39,621	ADD
377	Waverly Advisors, LLC	$56.5M	61,378	+3,240	ADD
378	DAVIS R M INC	$56.1M	60,999	+712	ADD
379	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$55.7M	60,590	+264	ADD
380	ASSETMARK, INC	$55.6M	60,441	+1,558	ADD
381	Clearstead Advisors, LLC	$55.4M	60,181	+10,774	ADD
382	THORNBURG INVESTMENT MANAGEMENT INC	$55.3M	60,178	+14,774	ADD
383	AE Wealth Management LLC	$55.2M	60,031	−29,966	TRIM
384	AMI ASSET MANAGEMENT CORP	$55.0M	59,804	−1,743	TRIM
385	Ilex Capital Partners (UK) LLP	$55.0M	59,771	+42,287	ADD
386	FOUNDATIONS INVESTMENT ADVISORS, LLC	$54.6M	59,340	+4,343	ADD
387	ASSOCIATED BANC-CORP	$54.3M	59,063	+1,027	ADD
388	Cornerstone Advisors, LLC	$54.3M	59,050	+5,550	ADD
389	Danica Pension, Livsforsikringsaktieselskab	$53.8M	58,464	+58,464	NEW
390	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$52.7M	57,256	−15,323	TRIM
391	Destination Wealth Management	$52.1M	56,684	+102	ADD
392	Rodgers Brothers Inc.	$51.6M	56,132	−812	TRIM
393	HM PAYSON & CO	$51.5M	56,035	+9,647	ADD
394	Illinois Municipal Retirement Fund	$51.5M	55,959	+6,950	ADD
395	Sterling Capital Management LLC	$51.3M	55,740	−5,607	TRIM
396	J.P. Marvel Investment Advisors, LLC	$51.1M	55,566	−49	TRIM
397	AIA Group Ltd	$51.0M	55,397	−2,227	TRIM
398	KESTRA PRIVATE WEALTH SERVICES, LLC	$49.9M	54,306	+2,781	ADD
399	Madison Asset Management, LLC	$49.8M	54,134	−6,780	TRIM
400	NORTHEAST INVESTMENT MANAGEMENT	$49.7M	54,032	+6	ADD
401	NFJ INVESTMENT GROUP, LLC	$49.2M	53,513	+28,632	ADD
402	Equitable Holdings, Inc.	$48.9M	46,965	+11,773	ADD
403	Callan Family Office, LLC	$48.7M	52,954	−1,639	TRIM
404	Aptus Capital Advisors, LLC	$48.5M	52,722	−3,949	TRIM
405	Traynor Capital Management, Inc.	$48.4M	54,594	−49	TRIM
406	D.A. DAVIDSON & CO.	$48.3M	52,466	+2,548	ADD
407	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	$48.0M	52,225	+2,257	ADD
408	Savant Capital, LLC	$47.9M	52,081	+3,887	ADD
409	Cresset Asset Management, LLC	$47.8M	51,989	−8,648	TRIM
410	Bank Pictet & Cie (Europe) AG	$47.5M	51,640	−8,232	TRIM
411	Orion Porfolio Solutions, LLC	$47.5M	51,627	−2,186	TRIM
412	Vestmark Advisory Solutions, Inc.	$47.4M	51,543	+17,781	ADD
413	BOKF, NA	$47.4M	51,543	−787	TRIM
414	Elgethun Capital Management	$47.2M	51,279	+26,639	ADD
415	Choate Investment Advisors	$46.7M	50,788	+2,603	ADD
416	ADAMS DIVERSIFIED EQUITY FUND, INC.	$46.7M	50,768	−600	TRIM
417	TOKIO MARINE ASSET MANAGEMENT CO LTD	$46.6M	50,687	+2,262	ADD
418	First American Bank	$46.6M	50,623	−445	TRIM
419	TRIGLAV INVESTMENTS, D.O.O.	$45.3M	49,212	+1,566	ADD
420	EXCHANGE TRADED CONCEPTS, LLC	$45.0M	48,964	+21,904	ADD
421	Metis Global Partners, LLC	$44.3M	48,212	−1,692	TRIM
422	MIZUHO SECURITIES USA LLC	$44.1M	47,905	−9,918	TRIM
423	Vantage Investment Partners, LLC	$44.1M	47,894	−3,921	TRIM
424	Prospera Financial Services Inc	$44.0M	47,840	−6,250	TRIM
425	Maple Capital Management, Inc.	$43.6M	47,451	−751	TRIM
426	Modera Wealth Management, LLC	$43.6M	47,436	−668	TRIM
427	Norinchukin Bank, The	$43.4M	47,144	−62	TRIM
428	Banque Transatlantique SA	$43.2M	46,321	−23,379	TRIM
429	Cypress Capital Group	$43.1M	46,836	−1,962	TRIM
430	Saratoga Research & Investment Management	$42.8M	46,525	−1,630	TRIM
431	Mitsubishi UFJ Trust & Banking Corp	$42.8M	46,517	+7,543	ADD
432	INVESTMENT HOUSE LLC	$42.7M	46,442	−451	TRIM
433	PEREGRINE CAPITAL MANAGEMENT LLC	$42.4M	46,141	+3,574	ADD
434	Osmosis Investment Management UK Ltd	$42.2M	45,904	−2,033	TRIM
435	Fiera Capital Corp	$41.8M	45,418	+4,122	ADD
436	HARTFORD INVESTMENT MANAGEMENT CO	$41.5M	45,159	−718	TRIM
437	FARMERS & MERCHANTS INVESTMENTS INC	$41.4M	45,007	+720	ADD
438	SHUFRO ROSE & CO LLC	$41.3M	44,944	−161	TRIM
439	Crossmark Global Holdings, Inc.	$41.2M	44,827	—	NO PRIOR
440	OSTERWEIS CAPITAL MANAGEMENT INC	$41.2M	44,788	+10	ADD
441	COLDSTREAM CAPITAL MANAGEMENT INC	$40.6M	44,190	+619	ADD
442	Merit Financial Group, LLC	$40.1M	43,559	+5,525	ADD
443	Polymer Capital Management (HK) LTD	$40.0M	43,435	−2,375	TRIM
444	Atlantic Union Bankshares Corp	$39.7M	43,133	+4,626	ADD
445	EDMOND DE ROTHSCHILD HOLDING S.A.	$39.4M	42,877	−998	TRIM
446	Orange Investment Advisors, Inc.	$39.4M	42,838	−2,656	TRIM
447	Concurrent Investment Advisors, LLC	$39.4M	42,833	+2,418	ADD
448	NLB Skladi, upravljanje premozenja, d.o.o.	$39.2M	42,586	−6,387	TRIM
449	Forvis Mazars Wealth Advisors, LLC	$39.1M	42,462	−660	TRIM
450	ELEVATION POINT WEALTH PARTNERS, LLC	$38.8M	42,234	+21,749	ADD
451	DODGE & COX	$38.6M	42,012	−480	TRIM
452	Titan Investment Solutions Ltd	$38.3M	41,651	−2,480	TRIM
453	CENTRAL TRUST Co	$38.3M	41,630	−266	TRIM
454	BRAUN STACEY ASSOCIATES INC	$38.2M	41,570	−214	TRIM
455	Atika Capital Management LLC	$37.8M	41,100	0	NO CHANGE
456	Livforsakringsbolaget Skandia, Omsesidigt	$37.7M	41,040	+11,200	ADD
457	Americana Partners, LLC	$37.4M	40,704	+7,461	ADD
458	Dai-ichi Life Insurance Company, Ltd	$37.2M	40,447	+344	ADD
459	Kimelman & Baird, LLC	$37.1M	40,324	−1,554	TRIM
460	MARTINGALE ASSET MANAGEMENT L P	$37.1M	40,286	−183	TRIM
461	Maryland State Retirement & Pension System	$37.0M	40,211	+132	ADD
462	Brookstone Capital Management	$37.0M	40,209	−1,595	TRIM
463	KCM Capital Inc	$36.8M	40,000	0	NO CHANGE
464	DAVENPORT & Co LLC	$36.4M	39,713	+1,822	ADD
465	MOGY JOEL R INVESTMENT COUNSEL INC	$36.4M	39,600	+48	ADD
466	Independent Advisor Alliance	$36.2M	39,390	−4,401	TRIM
467	Impax Asset Management Group plc	$36.2M	39,319	−6,412	TRIM
468	Laird Norton Wetherby Trust Company, LLC	$36.1M	39,217	−1,908	TRIM
469	Suncoast Equity Management	$35.8M	38,951	−3,760	TRIM
470	Envestnet Portfolio Solutions, Inc.	$35.6M	38,713	−17,321	TRIM
471	Bleakley Financial Group, LLC	$35.4M	38,452	+2,482	ADD
472	Artia Global Partners LP	$35.2M	38,220	−12,280	TRIM
473	Perigon Wealth Management, LLC	$34.8M	37,781	+835	ADD
474	PBCay One RSC Ltd	$34.7M	37,681	+37,681	NEW
475	Spear Holdings RSC Ltd	$34.7M	37,681	+37,681	NEW
476	Atria Investments, Inc	$34.4M	37,389	−3,431	TRIM
477	STEPHENS INC /AR/	$34.1M	36,913	−486	TRIM
478	Dakota Wealth Management	$33.9M	36,821	+6,634	ADD
479	Dana Investment Advisors, Inc.	$33.5M	36,422	−4,611	TRIM
480	National Mutual Insurance Federation of Agricultural Cooperatives	$33.4M	36,300	0	NO CHANGE
481	Cumberland Partners Ltd	$33.3M	36,235	+2,110	ADD
482	Lombard Odier Asset Management (Switzerland) SA	$33.2M	36,080	+4,423	ADD
483	Talbot Financial, LLC	$33.1M	36,014	+324	ADD
484	TruWealth Advisors, LLC	$33.0M	35,900	+526	ADD
485	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$32.6M	35,460	+1,970	ADD
486	IHT Wealth Management, LLC	$32.6M	35,451	+5,230	ADD
487	Blue Chip Partners, LLC	$32.6M	35,447	+262	ADD
488	GUGGENHEIM CAPITAL LLC	$32.5M	35,351	+1,263	ADD
489	JOHNSON INVESTMENT COUNSEL INC	$32.2M	35,015	−474	TRIM
490	Clarity Financial LLC	$31.8M	34,626	+755	ADD
491	Parkman Healthcare Partners LLC	$31.8M	34,616	+34,616	NEW
492	Northwest & Ethical Investments L.P.	$31.7M	34,501	+1,371	ADD
493	Stillwater Capital Advisors, LLC	$31.3M	34,051	−315	TRIM
494	Bellevue Group AG	$31.2M	33,932	−71	TRIM
495	DSG Capital Advisors, LLC	$31.2M	33,928	−1,011	TRIM
496	Aquatic Capital Management LLC	$31.1M	33,853	+33,853	NEW
497	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$30.7M	33,372	−5,095	TRIM
498	Stratos Wealth Partners, LTD.	$30.5M	33,151	+6,107	ADD
499	PICTON MAHONEY ASSET MANAGEMENT	$30.3M	32,987	−8,385	TRIM
500	Y-Intercept (Hong Kong) Ltd	$30.3M	32,982	+32,982	NEW

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · LLY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Michael A. Rulli R–OH-6, Ro Khanna D–CA-17 $2K–$30K
Sellers: 5 Michael A. Rulli R–OH-6, Alan Armstrong R–OK, Dan Newhouse R–WA-4, John Boozman R–AR, Tommy Tuberville R–AL $20K–$125K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Tudor Investment Corp, Gotham Asset Management, Caxton Associates $131M held
Trimming: 3 Bridgewater Associates, Soros Fund Management, Moore Capital Management $85.5M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ELI LILLY CO

Merged timeline of congressional filings and notable-manager moves on LLY
Date	Who	Change	Size
2026-08-24	John Boozman Congress	SELL	$1K–$15K
2026-08-07	Michael A. Rulli Congress	SELL	$1K–$15K
2026-08-07	Michael A. Rulli Congress	BUY	$1K–$15K
2026-08-07	Michael A. Rulli Congress	SELL	$1K–$15K
2026-08-05	Tommy Tuberville Congress	SELL	$15K–$50K
2026-07-21	Alan Armstrong Congress	SELL	$1K–$15K
2026-07-17	Dan Newhouse Congress	SELL	$1K–$15K
2026-07-06	Ro Khanna Congress	BUY	$1K–$15K
2026-05-15	Tudor Investment Corp 13F	ADD	+77,914 sh
2026-05-15	Gotham Asset Management 13F	ADD	+4,867 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−2,480 sh
2026-05-15	Soros Fund Management 13F	TRIM	−135 sh
2026-05-15	Moore Capital Management 13F	EXIT	−11,000 sh
2026-05-14	Caxton Associates 13F	ADD	+1,120 sh

14 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

51 members of Congress disclosed LLY — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).