SCHEDULE 13G/A: Lilly Endowment Inc. Maintains Significant 10.1% Stake in Eli Lilly and Co.
Beneficial Ownership Report
Lilly Endowment Inc. has filed an amended Schedule 13G, confirming its beneficial ownership of 10.1% of Eli Lilly and Co.'s common stock as of March 31, 2025.
Summary
- Lilly Endowment Inc. reported beneficial ownership of 96,016,978 shares of Eli Lilly and Co. common stock.
- This ownership represents 10.1% of the total outstanding common stock of Eli Lilly and Co.
- The percentage of class is based on 947,989,151 shares of common stock outstanding as of February 26, 2025, as reported in Eli Lilly's 2025 proxy notice.
- Lilly Endowment Inc. holds sole voting power and sole dispositive power over all 96,016,978 shares.
- The filing is an Amendment No. 42 to the Schedule 13G, with the event date being March 31, 2025, and the filing date April 16, 2025.
- Lilly Endowment Inc. is identified as a not-for-profit corporation organized under Indiana law, specifically a private foundation under Section 509(a) of the Internal Revenue Code.
Sentiment
Score: 7
Explanation: The filing is a routine disclosure of a significant, stable beneficial ownership stake by a long-term institutional investor, indicating continued confidence in the issuer. It does not contain new financial performance data or strategic shifts.
Positives
- Lilly Endowment Inc., a long-term institutional holder, maintains a substantial 10.1% beneficial ownership stake in Eli Lilly and Co., indicating continued confidence in the company's long-term prospects.
Future Outlook
The document, a Schedule 13G filing, is a disclosure of beneficial ownership and does not contain any forward-looking statements or guidance regarding Eli Lilly and Co.'s future outlook.
Industry Context
Eli Lilly and Co. is a major global pharmaceutical company. The filing indicates a stable, significant long-term institutional holding by Lilly Endowment Inc., which is a common characteristic for well-established, large-cap companies in the pharmaceutical sector.
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant institutional holding, which can be viewed as a vote of confidence from a long-term investor.
Key Dates
| Date | Description |
|---|---|
| 2025-02-26 | Date as of which 947,989,151 shares of common stock were outstanding, as reported in Eli Lilly and Co.'s proxy notice for 2025. |
| 2025-03-31 | Date of event which requires filing of this statement, reflecting the beneficial ownership position of Lilly Endowment Inc. |
| 2025-04-16 | Date the Schedule 13G Amendment No. 42 was signed and filed by Lilly Endowment Inc. |
Keywords
Eli Lilly and Co, Lilly Endowment Inc., Schedule 13G, beneficial ownership, common stock, pharmaceuticals, institutional investor, equity stake, SEC filing
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