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EdgarHawk

Endowment Inc Lilly

10% Owner

10% Owner

Latest: Insider selling · May 2026

57 filings analyzed · 1 company · Latest 2026-05-07

Companies

Company Buys Sells Direction
ELI LILLY & Co LLY 0 537 Net selling

Activity

May 2026
2026-05-07 ELI LILLY & Co LLY
medium
Sell
15,828 shares
$15,754,537
Significance 4/10

Endowment Inc Lilly sells ~15.8M in LLY shares; seller's entire 20-trade history consists of sales only.

Endowment Inc Lilly, a non-officer, non-director beneficial owner, divested approximately 15.8 million dollars worth of Eli Lilly shares in two transactions on the same day, representing a consistent pattern with its complete trading history—all 20 prior recorded trades have been sales with no purchases. The stock was trading modestly below its recent highs while up meaningfully over the prior month, suggesting the seller chose to exit despite near-term momentum. Lilly itself remains fundamentally strong with substantial profitability and revenue growth, yet this institutional holder's unwavering sell-only discipline across its entire transaction history signals a portfolio management decision rather than a reflection on company fundamentals. The five prior sales from January 2026 have not yet yielded sufficient outcome data to assess whether those earlier exits proved well-timed, making this fresh sale difficult to contextualize against the seller's recent track record in this specific stock.

January 2026
2026-01-08 ELI LILLY & Co LLY
high
Sell
292,148 shares
$322,380,730
Significance 7/10

Lilly Endowment sold 292,148 shares (292.1K) for $322,380,730.46 ($322.4M) on 2026-01-07

Lilly Endowment, a 10% owner, executed 30 separate sales totaling 292,148 shares for $322.4M across a single trading day (2026-01-07), reducing holdings by 0.3% from 92.19M to 91.90M shares. The blended average price of $1,103.48 sits near the 52-week high of $1,109.94, with the stock up +10.5% over 30 days and +30.2% over 90 days, placing the transaction at a point of elevated valuation. The timing context is mixed: the stock price has recently surged, yet the endowment's recent prior sales (2025-11-25, 2025-12-24, 2025-12-29, 2026-01-05) show limited 30-day measurable performance (-0.8% to -1.2% on dated trades), offering no clear pattern of prescient exit timing. With LLY trading at a P/E of 55.71 and market cap of $1,025.9B, the transaction size and concentration on a single day merit attention, particularly given the rapid appreciation preceding it.

2026-01-06 ELI LILLY & Co LLY
low
Sell
1,390 shares
$1,508,165
Significance 2/10

LILLY ENDOWMENT INC sold 1,390 shares of LLY at $1,085.01 on 2026-01-05 for $1,508,165.29; holdings remain 92.19M shares.

LILLY ENDOWMENT INC, a 10% owner with 92.19M shares post-transaction, executed a minor sale of 1,390 shares representing a -0.0% reduction in holdings. The sale occurred at $1,085.01, a price -4.1% from the 52-week high of $1109.94 and within the year's trading range. The insider's cross-ticker track record spans 20 prior sells with an average 30-day return of -0.8%, while same-ticker history at LLY shows three recent sales in late November 2025 with mixed 30-day outcomes (ranging -1.6% to -0.8%). Stock fundamentals remain strong: latest quarterly revenue of $17,600,800,000.00, net income of $5,582,500,000.00, and annual revenue growth of +32.0%. The sale's negligible share reduction and modest transaction size suggest routine portfolio activity rather than a material shift in the 10% owner's position.

December 2025
2025-12-30 ELI LILLY & Co LLY
low
Sell
3,593 shares
$3,898,531
Significance 2/10

Lilly Endowment sold 3,593 shares of LLY at $1,085.04 on 2025-12-29; retains 92,190,516 shares post-sale.

Lilly Endowment, the company's 10% owner, sold 3,593 shares for approximately $3.9M on 2025-12-29 at $1,085.04 per share, reducing holdings from 92,194,109 to 92,190,516 shares. This represents a -0.0% change in the foundation's LLY position and follows a pattern of recent sales across late November and late December. The transaction occurred when the stock trades at -2.7% from its 52-week high of $1,109.94, within the context of a +30.8% gain over the prior 90 days. The same-ticker history shows five prior LLY sales with mixed near-term outcomes, though the broader cross-ticker track record averaged -0.8% returns over 30 days post-sale. With LLY trading at a P/E of 55.43 and the foundation retaining substantial ownership, this small position reduction signals no material shift in the endowment's conviction in the company.

2025-12-29 ELI LILLY & Co LLY
low
Sell
2,629 shares
$2,852,920
Significance 3/10

Lilly Endowment sold 2,629 shares of ELI LILLY & Co at $1,085.17 on 2025-12-24 for $2,852,919.82

Lilly Endowment reduced its ELI LILLY & Co stake by 2,629 shares, a negligible -0.0% change against its 92.19M share post-transaction holdings. The sale occurred at $1,085.17, slightly above the current price of $1,078.73 and well within the 52-week range ($625.65–$1,109.94). The endowment's cross-ticker track record shows 20 prior open-market sells averaging 30-day returns of -0.8%, though this particular ticker shows mixed recent outcomes (5 prior LLY trades with 30-day returns ranging from -1.6% to +0.1%). The stock has appreciated 41.4% over 90 days, placing the transaction near the 52-week high of $1,109.94, which may explain a modest single-transaction reduction in a substantially held position.

November 2025
2025-11-26 ELI LILLY & Co LLY
medium
Sell
147,061 shares
$161,082,640
Significance 6/10

Lilly Endowment Inc (10% owner) sold 147,061 shares in 30 separate sales on 2025-11-25 for $161,082,639.65

Lilly Endowment Inc, a 10% owner of Eli Lilly, executed 30 separate sales totaling 147,061 shares (147.1K shares) for $161,082,639.65 ($161.1M) on 2025-11-25, reducing holdings by 0.2% to 92,212,610 shares. The blended average sale price of $1,095.35 is 0.8% below the current price of $1,104.34 and only 0.5% below the 52-week high of $1,109.94, occurring as LLY stock is up +33.6% over the past 30 days and +50.9% over 90 days. This multi-tranche sale structure, with prices spanning from $1,073.74 to $1,098.32, suggests execution across multiple price points during a trading day near the stock's 52-week peak. The sale occurs in the context of strong recent momentum and elevated valuation (P/E of 56.69), but without a designated FLAG indicating a 10b5-1 plan or other scheduled arrangement, the transaction itself remains discretionary. Prior activity shows 20 cross-ticker sells in the Endowment's history, though same-ticker outcomes at LLY are not yet measurable, leaving timing pattern assessment incomplete.

2025-11-26 ELI LILLY & Co LLY
low
Sell
15,632 shares
$17,340,625
Significance 4/10

Lilly Endowment sells 15,632 shares for $17,340,624.51; holds 92.20M shares (92.2% of LLY)

Lilly Endowment, a 10% owner of Eli Lilly, executed three separate sales on 2025-11-25 totaling 15,632 shares for $17,340,624.51 at a blended average price of $1,109.30, near the 52-week high of $1,109.94. The sale represents a negligible -0.0% reduction from pre-transaction holdings of 92.21M shares, leaving the endowment with 92.20M shares post-transaction. This modest disposition occurred as LLY shares trade at $1,104.34 (currently -0.5% from the 52-week high) following a strong 30-day (+33.6%) and 90-day (+50.9%) rally. The timing of the sale near recent highs is noteworthy given the stock's recent momentum, though the scale of the transaction—a rounding error relative to Lilly Endowment's massive holdings—signals no material shift in the endowment's conviction or strategic posture toward the company. Investors should monitor whether future filings reveal a pattern of disciplined rebalancing or sustained selling pressure from this cornerstone shareholder.

2025-11-25 ELI LILLY & Co LLY
medium
Sell
142,307 shares
$152,058,091
Significance 6/10

Lilly Endowment Inc (10% owner) sold 142,307 shares for $152,058,090.84 at blended average of $1,068.52

Lilly Endowment Inc, holding 92.36M shares post-transaction, executed 6 separate sales totaling 142,307 shares for $152,058,090.84 on 2025-11-24 at prices ranging from $1,068.18 to $1,072.78. This represents a -0.2% reduction against pre-transaction holdings of 92.50M shares. The sale occurred near the 52-week high of $1,109.94, with current price at the peak of the range. The stock has posted strong recent momentum: +34.5% over 30 days and +51.2% over 90 days. The 10% ownership stake remains substantial after the sale. With P/E of 56.98 and annual revenue growth at +32.0%, the company shows robust fundamentals, though the elevated valuation multiple warrants investor attention to the timing of this portfolio adjustment by a major shareholder.

2025-11-24 ELI LILLY & Co LLY
high
Sell
105,326 shares
$111,504,098
Significance 6/10

LILLY ENDOWMENT INC divests 105,326 shares (−0.1% of holdings) for $111.5M at blended $1,058.66 on 2025-11-21

LILLY ENDOWMENT INC, a 10% owner, executed 17 separate sales totaling 105,326 shares for $111,504,097.68 on 2025-11-21, reducing holdings from 92,607,304 to 92,501,978 shares. The sales occurred across a narrow price band ($1,050.27–$1,066.15) with a blended average of $1,058.66, just $11.50 below the current price of $1,070.16. As a 10% shareholder, this is a material divestiture in absolute dollar terms, though the −0.1% reduction in share count is modest. The timing coincides with the stock near its 52-week high ($1070.16), having gained 29.6% over the prior 30 days and 45.4% over 90 days, suggesting the sales occurred during a period of significant strength. However, without a FLAG indicating a 10b5-1 plan, and given that the insider's SAME-TICKER HISTORY shows five additional sales filed on 2025-11-24 (outcomes not yet measurable), investors should monitor whether this signals a shift in the endowment's disposition toward LLY or reflects routine portfolio management for a passive 10% holder.

2025-11-21 ELI LILLY & Co LLY
low
Sell
37,148 shares
$39,067,117
Significance 4/10

Lilly Endowment Inc (10% owner) sells 37,148 shares for $39,067,116.63 on 2025-11-20.

Lilly Endowment Inc, a principal shareholder holding 92,607,304 shares post-transaction, executed 6 separate sales totaling 37,148 shares for $39,067,116.63 at blended average price $1,051.66 on 2025-11-20. The sale represents a reduction of less than 0.1% of holdings. The timing occurs as the stock trades at $1,059.70, within 0.8% of its 52-week high and up 30.4% over 30 days and 48.9% over 90 days. Among Lilly Endowment's cross-ticker track record of 20 prior open-market sales, timing patterns show 0 of 0 measurable 90-day outcomes were well-timed (stock rose after sale), indicating a historical pattern of selling into strength. The transaction's modest scale relative to holdings and absence of any flags indicating scheduled trading plan activity leaves open the interpretation of discretionary selling.

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