Saratoga Research & Investment Management

Position in LLY — ELI LILLY & Co

CIK 1477872 SARATOGA, CA

Position in LLY

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$64,603,704

+$21,811,405 QoQ

Shares Held

53,862

+15.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

3.70%

of 13F equity value

Holder Rank

#481

of 4,605 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Healthcare · as of Jun 30, 2026

Saratoga Research & Investment Management holds $291,481,502 across 5 Drug Manufacturers - General names. LLY ranks #3 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVO	Novo Nordisk A S	3,236,009	$155,134,271
2	JNJ	Johnson & Johnson	278,459	$70,720,232
3	LLY	ELI LILLY & Co This page	53,862	$64,603,704
4	AMGN	Amgen Inc	2,181	$789,783
5	NVS	Novartis AG	1,490	$233,512

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$64,603,704	53,862	+15.8%	Shares	Sole	2026-07-23
2026-03-31	$42,792,299	46,525	-3.4%	Shares	Sole	2026-05-08
2025-12-31	$51,751,220	48,155	-21.6%	Shares	Sole	2026-02-05
2025-09-30	$46,893,217	61,459	+65.1%	Shares	Sole	2025-11-17
2025-06-30	$29,024,240	37,233	+22.3%	Shares	Sole	2025-08-20
2025-03-31	$25,137,396	30,436	-2.8%	Shares	Sole	2025-05-12
2024-12-31	$24,169,004	31,307	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.