
What smart money is saying about Eli Lilly and Company
7 funds in our archive have pitched Eli Lilly and Company — most recently Baron Health Care Fund in June 2026.
Eli Lilly and Company is a prominent global pharmaceutical firm dedicated to the research, development, and commercialization of human medicines across the world. Its therapeutic offerings include a comprehensive suite of diabetes medications. This encompasses various insulin formulations like Basaglar, the Humalog family (e.g., Mix 75/25, U-100, U-200, Mix 50/50), insulin lispro products (including protamine and mix 75/25), and the Humulin line (e.g., 70/30, N, R, U-500). Furthermore, Eli Lilly provides specialized treatments for type 2 diabetes, such as Jardiance, Trajenta, and Trulicity. In oncology, Eli Lilly offers a robust portfolio targeting various cancers. These include Alimta for non-small cell lung cancer (NSCLC) and malignant pleural mesothelioma; Cyramza, indicated for metastatic gastric cancer, gastro-esophageal junction adenocarcinoma, metastatic NSCLC, metastatic colorectal cancer, and hepatocellular carcinoma; Erbitux for colorectal and various head and neck cancers; Retevmo, used in metastatic NSCLC, medullary thyroid, and other thyroid cancers; Tyvyt for relapsed or refractory classic Hodgkin's lymphoma and non-squamous NSCLC; and Verzenio, prescribed for HR+, HER2- metastatic breast cancer, node-positive, and early breast cancer. For autoimmune and inflammatory conditions, the company markets Olumiant for rheumatoid arthritis, and Taltz, which addresses plaque psoriasis, psoriatic arthritis, ankylosing spondylitis, and non-radiographic axial spondyloarthritis. Addressing neurological and pain management needs, Eli Lilly provides Cymbalta for depressive disorder, diabetic peripheral neuropathic pain, generalized anxiety disorder, fibromyalgia, and chronic musculoskeletal pain. Emgality is available for migraine prevention and episodic cluster headaches, while Zyprexa treats schizophrenia, bipolar I disorder, and aids in bipolar maintenance. Other significant products include Bamlanivimab and etesevimab, along with Bebtelovimab, both developed for COVID-19. Cialis is offered for erectile dysfunction and benign prostatic hyperplasia, and Forteo is available for osteoporosis. Eli Lilly actively engages in strategic collaborations with numerous partners, including Incyte Corporation; Boehringer Ingelheim Pharmaceuticals, Inc.; AbCellera Biologics Inc.; Junshi Biosciences; Regor Therapeutics Group; Lycia Therapeutics, Inc.; Kumquat Biosciences Inc.; Entos Pharmaceuticals Inc.; and Foghorn Therapeutics Inc. Established in 1876, Eli Lilly and Company maintains its corporate headquarters in Indianapolis, Indiana.
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Position history
Between Q4 2024 and Q2 2026, 7 fund letters reported a position in Eli Lilly and Company — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 6 | 0 | 1 | 1 |
| Q1 2026 | 1 | 0 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 2 |
| Q2 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 7 positions · 1 move
- HoldsArtisan Partners Global Opportunities FundJune 2026
“Argenx, West Pharmaceutical and Eli Lilly were among the strongest contributors, benefiting from company-specific profit cycles tied to differentiated therapies, improving demand visibility and solid execution.”
Read the letterEli Lilly and Company - HoldsRoyal London AM Global Equity Diversified FundJune 2026
Listed in Royal London AM Global Equity Diversified Fund’s reported holdings.
Read the letterEli Lilly and Company - HoldsBaron Health Care FundJune 2026
“Pharmaceutical company Eli Lilly and Company , currently best known for its diabetes and obesity GLP-1 therapies, contributed to performance as commercial execution and pipeline data reinforced investor confidence in the company's long-term leadership.”
Read the letterEli Lilly and Company - HoldsJensen Quality Growth FundJune 2026
Listed in Jensen Quality Growth Fund’s reported holdings.
Read the letterEli Lilly and Company - ExitedRoyal London AM Global Equity Income FundJune 2026
“These trades, alongside some additions to energy and consumer-linked holdings, were funded through exiting our positions in Broadcom and Eli Lilly and by trimming a broad range of AI compute beneficiaries.”
Read the letterEli Lilly and Company - HoldsRoyal London AM Royal London US Equity TrustJune 2026
Listed in Royal London AM Royal London US Equity Trust’s reported holdings.
Read the letterEli Lilly and Company - HoldsBuffalo Blue Chip Growth FundMarch 2026
Listed in Buffalo Blue Chip Growth Fund’s reported holdings.
Read the letterEli Lilly and Company
Fund coverage · 7 theses
- Baron Health Care FundJune 2026
Eli Lilly leads in diabetes and obesity therapies, supported by broad coverage, strong clinical data, and a top-tier metabolic pipeline.
Read the full thesis - Artisan Global Opportunities StrategyMarch 2026
Eli Lilly is a GLP-1 leader poised to drive accelerating obesity volumes with Foundayo and broader coverage amid strong category demand and limited cannibalization.
Read the full thesis - Baron Health Care FundDecember 2025
Eli Lilly and Company is a leading pharmaceutical firm with transformative GLP-1 therapies driving a massive obesity/diabetes opportunity and expected revenue doubling by 2030.
Read the full thesis - Baron Opportunity FundDecember 2025
Eli Lilly and Company is a leading GLP-1 drug developer with expanding reimbursement and a large obesity/diabetes market that could nearly double revenues by 2030.
Read the full thesis - Baron Health Care FundJune 2025
Eli Lilly and Company is positioned to dominate the growing GLP-1 market for diabetes and obesity, with innovative drugs expected to triple its revenues by 2030.
Read the full thesis - Liontrust GF Global Innovation FundMarch 2025
Eli Lilly is well-positioned for strong returns due to robust financials, a growing GLP-1 market, and a promising oral GLP-1 portfolio, despite recent fluctuations and competition.
Read the full thesis - Aristotle Focus GrowthDecember 2024
Eli Lilly is a leading pharmaceutical company with a strong pipeline in diabetes, oncology, and immunology, poised for growth through innovative treatments and a premium valuation supported by its successful drug portfolio.
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