LILLY ENDOWMENT INC
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 99,075,304
- Description
- Indianapolis Indiana based purpose led endowment allocator with a corporation based operating model and a disciplined and process driven investment mandate. The approach emphasizes active stewardship and governance oversight, model based security selection, and long duration private asset evaluation for long horizon charitable portfolios. Implementation focuses on stability, transparency, and repeatable investment decision routines through valuation anchored sizing and mandate calibration.
- Website
- https://lillyendowment.org/
- Founded
- 1937
- Chairman
- Clay Robbins
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/23/2026 | 1 | 99,075,304 | 13F-HR | LILLY ENDOWMENT INC |
| Q2 2025 | 7/10/2025 | 1 | 74,848,115 | 13F-HR | LILLY ENDOWMENT INC |
| Q1 2025 | 4/16/2025 | 1 | 79,301,382 | 13F-HR | LILLY ENDOWMENT INC |
| Q4 2024 | 1/27/2025 | 1 | 74,800,607 | 13F-HR | LILLY ENDOWMENT INC |
| Q3 2024 | 10/3/2024 | 1 | 85,840,479 | 13F-HR | LILLY ENDOWMENT INC |
| Q2 2024 | 7/16/2024 | 1 | 88,154,469 | 13F-HR | LILLY ENDOWMENT INC |
| Q1 2024 | 4/16/2024 | 1 | 76,939,318 | 13F-HR | LILLY ENDOWMENT INC |
| Q4 2023 | 1/25/2024 | 1 | 58,157,235 | 13F-HR | LILLY ENDOWMENT INC |
| Q3 2023 | 10/12/2023 | 1 | 53,704,304 | 13F-HR | LILLY ENDOWMENT INC |
| Q2 2023 | 7/10/2023 | 1 | 47,380,491 | 13F-HR | LILLY ENDOWMENT INC |
| Q1 2023 | 4/17/2023 | 1 | 35,215,595 | 13F-HR | LILLY ENDOWMENT INC |
| Q4 2022 | 1/26/2023 | 1 | 37,662,793 | 13F-HR | LILLY ENDOWMENT INC |
| Q3 2022 | 10/5/2022 | 1 | 33,555 | 13F-HR | LILLY ENDOWMENT INC |
| Q2 2022 | 7/18/2022 | 1 | 33,772 | 13F-HR | LILLY ENDOWMENT INC |
| Q1 2022 | 4/19/2022 | 1 | 30,399 | 13F-HR | LILLY ENDOWMENT INC |
| Q4 2021 | 1/27/2022 | 1 | 29,684 | 13F-HR | LILLY ENDOWMENT INC |
| Q3 2021 | 10/8/2021 | 1 | 25,011 | 13F-HR | LILLY ENDOWMENT INC |
| Q2 2021 | 7/19/2021 | 1 | 25,109 | 13F-HR | LILLY ENDOWMENT INC |
| Q1 2021 | 4/12/2021 | 1 | 20,607 | 13F-HR | LILLY ENDOWMENT INC |
| Q4 2020 | 1/21/2021 | 1 | 18,764 | 13F-HR | LILLY ENDOWMENT INC |
| Q3 2020 | 10/5/2020 | 1 | 16,450 | 13F-HR | LILLY ENDOWMENT INC |
| Q2 2020 | 7/16/2020 | 1 | 18,316 | 13F-HR | LILLY ENDOWMENT INC |
| Q1 2020 | 4/10/2020 | 1 | 15,713 | 13F-HR | LILLY ENDOWMENT INC |
| Q4 2019 | 1/13/2020 | 1 | 15,057 | 13F-HR | LILLY ENDOWMENT INC |
| Q2 2014 | 7/16/2014 | 1 | 8,320 | 13F-HR | LILLY ENDOWMENT INC |
| Q1 2014 | 4/9/2014 | 1 | 7,986 | 13F-HR | LILLY ENDOWMENT INC |
| Q4 2013 | 1/9/2014 | 1 | 6,919 | 13F-HR | LILLY ENDOWMENT INC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 99.08 M | 100.0% | 99.08 M | 0 | 99.08 M |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
99,075,304
Holdings
1
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.