Regatta Capital Group
LLY icon

Regatta Capital Group’s Eli Lilly LLY Stock Holding History

Regatta Capital Group’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
Q3 		$1.02M Buy
880
+17
+2% +$20.1K 0.13% 98
2026
Q2 		$1.03M Sell
863
-49
-5% -$50.1K 0.14% 95
2026
Q1 		$839K Buy
912
+73
+9% +$74K 0.13% 104
2025
Q4 		$902K Sell
839
-25
-3% -$23.9K 0.14% 95
2025
Q3 		$659K Sell
864
-102
-11% -$75.9K 0.1% 119
2025
Q2 		$753K Buy
966
+47
+5% +$36.5K 0.13% 104
2025
Q1 		$759K Buy
919
+20
+2% +$16.6K 0.15% 98
2024
Q4 		$694K Sell
899
-22
-2% -$18.2K 0.13% 101
2024
Q3 		$816K Buy
921
+39
+4% +$35.1K 0.16% 91
2024
Q2 		$799K Sell
882
-17
-2% -$13.6K 0.17% 88
2024
Q1 		$699K Sell
899
-213
-19% -$152K 0.16% 93
2023
Q4 		$648K Buy
1,112
+11
+1% +$6.42K 0.17% 90
2023
Q3 		$591K Buy
1,101
+20
+2% +$10.3K 0.19% 88
2023
Q2 		$507K Sell
1,081
-132
-11% -$55.4K 0.16% 101
2023
Q1 		$444K Hold
1,213
– – 0.16% 109
2022
Q4 		$444K Buy
1,213
+18
+2% +$6.38K 0.16% 109
2022
Q3 		$387K Buy
1,195
+150
+14% +$47.5K 0.16% 108
2022
Q2 		$339K Sell
1,045
-150
-13% -$45K 0.16% 112
2022
Q1 		$342K Hold
1,195
– – 0.12% 126
2021
Q4 		$330K Buy
+1,195
New +$303K 0.12% 139

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Regatta Capital Group's LLY Position: Q3 2026 in Review

Regatta Capital Group increased its Eli Lilly (LLY) stake by 2% in Q3 2026, buying an estimated $20.1K and bringing the position to 880 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #98.

Regatta Capital Group first reported a position in LLY in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.03M in Q2 2026. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Regatta Capital Group held 880 shares of Eli Lilly worth $1.02M as of Q3 2026.
  • Regatta Capital Group bought 17 Eli Lilly shares in Q3 2026, an estimated $20.1K.
  • Eli Lilly made up 0.13% of Regatta Capital Group's portfolio in Q3 2026, its #98 holding.
  • Regatta Capital Group first reported a position in Eli Lilly in Q4 2021 and has held it in 20 quarters since.
  • Regatta Capital Group's Eli Lilly position peaked at $1.03M in Q2 2026.
  • 2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Regatta Capital Group's 13F filing for Q3 2026, filed 23 Oct 2026.