Rakuten Investment Management
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Rakuten Investment Management’s Eli Lilly LLY Stock Holding History

Rakuten Investment Management’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$160M Buy
130,079
+11,919
+10% +$12.2M 0.46% 16
2026
Q1 		$105M Buy
118,160
+13,255
+13% +$13.4M 0.21% 19
2025
Q4 		$113M Buy
104,905
+74,779
+248% +$71.5M 0.38% 17
2025
Q3 		$8.22M Buy
+30,126
New +$22.4M 0.03% 175
2025
Q1 		$59.7M Buy
+72,542
New +$60.4M 0.27% 19
2024
Q3 		$39.6M Buy
45,066
+10,900
+32% +$9.8M 0.23% 15
2024
Q2 		$31.1M Buy
34,166
+12,641
+59% +$10.1M 0.2% 13
2024
Q1 		$16.7M Buy
21,525
+19,512
+969% +$13.9M 0.12% 18
2023
Q4 		$1.17M Buy
+2,013
New +$1.17M 0.01% 33

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rakuten Investment Management's LLY Position: Q2 2026 in Review

Rakuten Investment Management increased its Eli Lilly (LLY) stake by 10% in Q2 2026, buying an estimated $12.2M and bringing the position to 130,079 shares worth $160M. The position accounts for 0.46% of the portfolio, ranked #16.

Rakuten Investment Management first reported a position in LLY in Q4 2023 and has held it in 9 quarters since. 4,645 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Rakuten Investment Management held 130,079 shares of Eli Lilly worth $160M as of Q2 2026.
  • Rakuten Investment Management bought 11,919 Eli Lilly shares in Q2 2026, an estimated $12.2M.
  • Eli Lilly made up 0.46% of Rakuten Investment Management's portfolio in Q2 2026, its #16 holding.
  • Rakuten Investment Management first reported a position in Eli Lilly in Q4 2023 and has held it in 9 quarters since.
  • 4,645 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Rakuten Investment Management's 13F filing for Q2 2026, filed 18 Aug 2026.