# Eli Lilly & Co (LLY): value investors who own it | moatshark

7 value investors held Eli Lilly & Co in their Q3 2026 13F, led by Polen Capital Management, Jensen Investment Management, Mairs & Power, Horizon…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Polen Capital Management | 6.9% | $800m | Trimmed -27% | 12 |
| Jensen Investment Management | 4.5% | $184m | Trimmed -33% | 5 |
| Mairs & Power | 3.5% | $386m | Trimmed -1.3% | 53 |
| Horizon Kinetics | 0.1% | $4.6m | Trimmed -3.6% | 13 |
| Dodge & Cox | 0.0% | $49.5m | Trimmed -1.8% | 53 |
| Matrix Asset Advisors | 0.0% | $352k | Trimmed -1.9% | 11 |
| Harris Associates (Oakmark) | 0.0% | $517k | Trimmed -4.2% | 5 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-17 | Jonsson Patrik | EVP & President, LLY Int'l | Sold | 6500 | $7.6m |
| 2026-08-10 | Zakrowski Donald A | SVP, Finance, & CAO | Sold | 2000 | $2.4m |
| 2026-08-07 | Hakim Anat | EVP, GC & Secretary | Sold | 5000 | $6.0m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Jensen Quality Growth Fund | Jensen Investment Management | 5.5% | $165m | 2026-05-31 |
| Polen Global Growth Fund | Polen Capital Management | 4.7% | $5.2m | 2026-07-31 |
| Mairs & Power Growth Fund | Mairs & Power | 3.0% | $166m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/lly). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.