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Livermore
ZHEN

Eli Lilly & Co

LLY
Exchange
NYSE
Industry
Pharmaceutical Preparations
SEC CIK
0000059478

In the last 90 days, Eli Lilly & Co insiders filed 0 open-market purchases and 3 sales; 4,643 institutions reported holding it in 13F filings for Q2 2026, worth $942.7B in total; 4 superinvestors hold it, including ARK Invest and Soros Fund Management.

13F holders, Q1 2024

Institutional positions in Eli Lilly & Co as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
3,466
+234 vs. Q4 2023
Shares held
782.3M
−781.2K (−0.1%) vs. Q4 2023
Total value
$607.2B
+$151.1B (+33.1%) vs. Q4 2023
New holders
353
1,418 more added
Sold out
119
1,288 more reduced

45 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LLY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2024: 3,466 institutions
Q1 2021: 1,952 institutionsQ2 2021: 2,027 institutionsQ3 2021: 2,056 institutionsQ4 2021: 2,308 institutionsQ1 2022: 2,350 institutionsQ2 2022: 2,451 institutionsQ3 2022: 2,490 institutionsQ4 2022: 2,673 institutionsQ1 2023: 2,620 institutionsQ2 2023: 2,819 institutionsQ3 2023: 2,979 institutionsQ4 2023: 3,277 institutionsQ1 2024: 3,466 institutionsQ2 2024: 3,572 institutionsQ3 2024: 3,667 institutionsQ4 2024: 3,914 institutionsQ1 2025: 3,929 institutionsQ2 2025: 3,915 institutionsQ3 2025: 3,905 institutionsQ4 2025: 4,453 institutionsQ1 2026: 4,392 institutionsQ2 2026: 4,643 institutions
Value heldQ1 2024: $607.2B
Q1 2021: $148.0BQ2 2021: $182.0BQ3 2021: $183.1BQ4 2021: $218.0BQ1 2022: $225.8BQ2 2022: $255.6BQ3 2022: $256.1BQ4 2022: $288.4BQ1 2023: $269.7BQ2 2023: $366.7BQ3 2023: $421.9BQ4 2023: $457.2BQ1 2024: $607.2BQ2 2024: $707.0BQ3 2024: $687.4BQ4 2024: $602.9BQ1 2025: $688.4BQ2 2025: $610.1BQ3 2025: $583.5BQ4 2025: $843.2BQ1 2026: $712.9BQ2 2026: $942.7B
Institutions holding LLY and their total value by quarter
QuarterHoldersValue
Q2 20264,643$942.7B
Q1 20264,392$712.9B
Q4 20254,453$843.2B
Q3 20253,905$583.5B
Q2 20253,915$610.1B
Q1 20253,929$688.4B
Q4 20243,914$602.9B
Q3 20243,667$687.4B
Q2 20243,572$707.0B
Q1 20243,466$607.2B
Q4 20233,277$457.2B
Q3 20232,979$421.9B
Q2 20232,819$366.7B
Q1 20232,620$269.7B
Q4 20222,673$288.4B
Q3 20222,490$256.1B
Q2 20222,451$255.6B
Q1 20222,350$225.8B
Q4 20212,308$218.0B
Q3 20212,056$183.1B
Q2 20212,027$182.0B
Q1 20211,952$148.0B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q4 2023.

Institutions holding LLY in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Altshuler Shaham Ltd19,207$00.00%−112−0.6%Reduced
Global Assets Advisory, LLC418,303$5500.03%+418,303New
PEAK6 Investments LLC2$1.83K0.00%−6,359−100.0%Reduced
Robinswood Financial LLC3$2.29K0.00%+3New
Macroview Investment Management LLC4$3.11K0.00%00.0%Unchanged
CGC Financial Services, LLC4$3.11K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC5$3.89K0.00%00.0%Unchanged
Lummis Asset Management, LP6$4.67K0.01%−2,668−99.8%Reduced
Red Tortoise LLC7$5.45K0.00%00.0%Unchanged
Perritt Capital Management Inc7$5.46K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC10$5.83K0.01%00.0%Unchanged
Sit Investment Associates Inc8$6.00K0.00%00.0%Unchanged
Tfo-TDC, LLC8$6.22K0.00%−1−11.1%Reduced
Fairman Group, LLC8$6.22K0.01%00.0%Unchanged
Belmont Capital, LLC10$7.78K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC10$7.78K0.01%00.0%Unchanged
Berkshire Capital Holdings Inc10$7.78K0.00%+10New
TD Capital Management LLC10$7.81K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.10$7.83K0.01%00.0%Unchanged
FPC Investment Advisory, Inc.12$8.79K0.01%+12New
Rogco, LP12$9.34K0.00%00.0%Unchanged
WestEnd Advisors, LLC13$10.1K0.00%+1+8.3%Added
Delos Wealth Advisors, LLC13$10.1K0.01%+11+550.0%Added
DecisionPoint Financial, LLC14$10.3K0.00%00.0%Unchanged
Pacific Center for Financial Services14$10.9K0.00%+14New
New England Capital Financial Advisors LLC14$11.0K0.01%00.0%Unchanged
JDM Financial Group LLC15$11.7K0.01%00.0%Unchanged
Highline Wealth Partners LLC15$11.7K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC15$11.7K0.01%+7+87.5%Added
Kozak & Associates, Inc.16$12.1K0.00%+1+6.7%Added
Citizens National Bank Trust Department20$15.6K0.00%−20−50.0%Reduced
ORG Partners LLC21$16.2K0.03%−3,267−99.4%Reduced
Morgan Dempsey Capital Management LLC23$17.9K0.01%00.0%Unchanged
MidAtlantic Capital Management, Inc.23$17.9K0.02%+23New
PayPay Securities Corp24$18.7K0.93%+1+4.3%Added
Future Financial Wealth Managment LLC24$18.7K0.01%+24New
Thompson Investment Management, Inc.25$19.4K0.00%−25−50.0%Reduced
Blume Capital Management, Inc.25$19.4K0.00%00.0%Unchanged
Founders Capital Management25$19.4K0.01%00.0%Unchanged
Studio Investment Management LLC32$24.9K0.01%−23−41.8%Reduced
Cedar Mountain Advisors, LLC33$25.7K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC33$25.7K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC33$25.7K0.01%00.0%Unchanged
Breakwater Investment Management33$25.7K0.01%+33New
Manitou Investment Management Ltd.40$31.1K0.01%00.0%Unchanged
EnRich Financial Partners LLC42$32.8K0.01%+42New
Avondale Wealth Management43$33.5K0.02%00.0%Unchanged
REAP Financial Group, LLC46$35.5K0.01%+5+12.2%Added
O'Brien Wealth Partners LLC47$36.6K0.01%−28−37.3%Reduced
Hoese & Co LLP50$37.7K0.03%00.0%Unchanged
Creative Capital Management Investments LLC49$38.1K0.02%00.0%Unchanged
Norwood Financial Corp50$38.9K0.06%−20−28.6%Reduced
Tidemark, LLC50$38.9K0.02%00.0%Unchanged
Activest Wealth Management50$38.9K0.02%+50New
Broadwater Capital Management LLC50$39.0K0.03%00.0%Unchanged
Western Pacific Wealth Management, LP50$39.0K0.03%00.0%Unchanged
St. Johns Investment Management Company, LLC51$39.7K0.02%−16−23.9%Reduced
Redmont Wealth Advisors LLC51$39.7K0.05%+51New
MUFG Securities EMEA plc52$40.5K0.00%+52New
Lipe & Dalton56$44.0K0.02%+11+24.4%Added
Caitlin John, LLC58$44.8K0.03%−3−4.9%Reduced
Toth Financial Advisory Corp59$45.9K0.01%00.0%Unchanged
Stephenson National Bank & Trust60$46.7K0.02%00.0%Unchanged
Heck Capital Advisors, LLC60$46.7K0.01%+60New
Retirement Group, LLC60$46.8K0.02%00.0%Unchanged
DiNuzzo Private Wealth, Inc.61$47.5K0.01%−58−48.7%Reduced
Frank, Rimerman Advisors LLC64$49.8K0.01%00.0%Unchanged
Richardson Financial Services Inc.67$52.9K0.04%−7−9.5%Reduced
Mma Asset Management LLC71$55.2K0.03%+71New
Family CFO Inc74$57.6K0.04%00.0%Unchanged
American Capital Advisory, LLC170$58.4K0.05%−307−64.4%Reduced
Penserra Capital Management LLC78$60.0K0.00%−3,624−97.9%Reduced
Bromfield Sneider Wealth Advisors80$62.2K0.04%00.0%Unchanged
Carolina Wealth Advisors, LLC81$63.0K0.03%00.0%Unchanged
Winch Advisory Services, LLC82$63.8K0.02%00.0%Unchanged
Cornerstone Planning Group LLC88$64.7K0.02%−1−1.1%Reduced
Cypress Capital Management LLC (WY)85$66.1K0.07%00.0%Unchanged
Custom Portfolio Group LLC95$73.9K0.06%00.0%Unchanged
BOK Financial Private Wealth, Inc.95$73.9K0.01%00.0%Unchanged
Bay Harbor Wealth Management, LLC96$74.7K0.03%+21+28.0%Added
Davis Capital Management100$76.1K0.07%00.0%Unchanged
Aspect Partners, LLC99$77.0K0.06%00.0%Unchanged
Miller Wealth Advisors, LLC100$77.8K0.05%00.0%Unchanged
Clear Point Advisors Inc.100$77.8K0.06%00.0%Unchanged
Hoey Investments, Inc100$77.8K0.02%+100New
Lynwood Capital Management Inc.100$77.8K0.46%+100New
Northwest Bank & Trust Co100$78.1K0.07%+100New
DSM Capital Partners LLC101$78.6K0.00%+20+24.7%Added
Sofos Investments, Inc.116$80.4K0.01%+68+141.7%Added
WealthCollab, LLC104$80.9K0.06%00.0%Unchanged
Tanglewood Legacy Advisors, LLC104$80.9K0.04%+4+4.0%Added
LRI Investments, LLC104$80.9K0.02%+104New
Valued Wealth Advisors LLC105$81.7K0.06%+15+16.7%Added
Credential Qtrade Securities Inc.112$87.1K0.00%−40−26.3%Reduced
Caldwell Sutter Capital, Inc.112$87.1K0.04%−24−17.6%Reduced
E Fund Management (Hong Kong) Co., Ltd.121$94.0K0.06%+121New
Stone House Investment Management, LLC126$97.7K0.02%+51+68.0%Added
Sachetta, LLC171$99.5K0.05%00.0%Unchanged
First Pacific Financial130$101.1K0.03%00.0%Unchanged
Stephens Consulting, LLC137$106.6K0.03%00.0%Unchanged