Schroder Investment Management Trims Eli Lilly Holdings

Firm reduces stake in pharmaceutical giant by 2.5% in Q3 2025

Mar. 9, 2026 at 2:18pm

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Schroder Investment Management Group, a major institutional investor, trimmed its holdings in shares of Eli Lilly and Company (NYSE:LLY) by 2.5% during the third quarter of 2025, according to a recent 13F filing with the SEC. The firm still owns 1.87 million shares of Lilly, valued at $1.42 billion, making it one of the company's largest shareholders.

Why it matters

Eli Lilly is one of the world's leading pharmaceutical companies, with a diverse portfolio of innovative drugs and therapies. Institutional investors like Schroder closely monitor and adjust their positions in Lilly, providing insights into market sentiment and expectations for the company's future performance.

The details

Schroder Investment Management Group reduced its stake in Eli Lilly by nearly 48,000 shares in Q3 2025, bringing its total holdings to 1,865,476 shares. The firm's Lilly position accounts for approximately 1.1% of its overall portfolio. Schroder is one of Lilly's top 20 institutional shareholders, with a market value of $1.42 billion in Lilly stock as of the end of the quarter.

  • Schroder Investment Management Group trimmed its Eli Lilly holdings in the third quarter of 2025.

The players

Schroder Investment Management Group

A global asset management firm that oversees over $1 trillion in client assets worldwide.

Eli Lilly and Company

A major American pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana.

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The takeaway

Schroder's modest reduction in its Eli Lilly stake suggests the firm remains bullish on the pharmaceutical company's long-term prospects, even as it trims its position to rebalance its overall portfolio. Lilly's diverse drug pipeline and market leadership continue to attract major institutional investors.