Captrust Financial Advisors Trims Stake in Eli Lilly and Company

Institutional investor reduces holdings in pharmaceutical giant by 1.7% in Q3

Mar. 18, 2026 at 8:36am

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Captrust Financial Advisors, a major institutional investor, has reduced its stake in Eli Lilly and Company (NYSE:LLY) by 1.7% during the third quarter, according to a recent SEC filing. The firm now owns 168,352 shares of the pharmaceutical company's stock, valued at $128.5 million.

Why it matters

Eli Lilly is one of the world's leading pharmaceutical companies, known for developing innovative drugs and therapies. Tracking changes in institutional ownership can provide insights into how major investors view the company's prospects and performance.

The details

Captrust Financial Advisors sold 2,979 shares of Eli Lilly stock during the third quarter, reducing its total holdings to 168,352 shares. The firm cited portfolio rebalancing and risk management as reasons for the partial divestment. Eli Lilly's stock price has seen significant volatility in recent months, trading between $623.78 and $1,133.95 over the past 52 weeks.

  • Captrust Financial Advisors filed its most recent 13F report with the SEC on March 18, 2026, disclosing the Q3 2025 changes in its Eli Lilly holdings.
  • The third quarter of 2025 ended on September 30, 2025.

The players

Captrust Financial Advisors

A large institutional investment firm that manages over $60 billion in assets for clients including pension funds, endowments, and high-net-worth individuals.

Eli Lilly and Company

A global pharmaceutical company headquartered in Indianapolis, Indiana that develops and commercializes a broad range of medicines and therapies.

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The takeaway

This transaction highlights the ongoing shifts in institutional ownership of major pharmaceutical stocks like Eli Lilly as investors seek to balance risk and returns in their portfolios. While Captrust reduced its Eli Lilly stake, the company remains a top holding, suggesting the firm still sees long-term value in the stock.