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; 4,644 institutions reported holding it in 13F filings for Q2 2026, worth $942.8B 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
- 3,465
- +234 vs. Q4 2023
- Shares held
- 782.3M
- −781.1K (−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
- 1,287 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,644 | $942.8B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $225.8B |
| Q4 2021 | 2,308 | $218.0B |
| Q3 2021 | 2,056 | $183.1B |
| Q2 2021 | 2,027 | $182.0B |
| Q1 2021 | 1,952 | $148.0B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ridgecrest Wealth Partners, LLC | 856 | $665.9K | 0.40% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 857 | $666.7K | 0.18% | +857 | New |
| Coastal Bridge Advisors, LLC | 858 | $667.5K | 0.15% | +100+13.2% | Added |
| Seven Eight Capital, LP | 860 | $669.0K | 0.07% | −10,957−92.7% | Reduced |
| Vicus Capital | 861 | $670.2K | 0.06% | +314+57.4% | Added |
| Future Fund LLC | 862 | $670.6K | 5.43% | +148+20.7% | Added |
| Embree Financial Group | 862 | $670.7K | 0.13% | +178+26.0% | Added |
| Sterling Financial Planning, Inc. | 863 | $671.4K | 0.27% | +6+0.7% | Added |
| Tranquility Partners, LLC | 864 | $672.2K | 0.26% | +8+0.9% | Added |
| Dean Investment Associates, LLC | 870 | $676.8K | 0.09% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 870 | $676.8K | 0.33% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 874 | $679.9K | 0.01% | +874 | New |
| NBW Capital LLC | 876 | $681.2K | 0.14% | +103+13.3% | Added |
| Independent Solutions Wealth Management, LLC | 877 | $682.3K | 0.16% | +52+6.3% | Added |
| Liberty Wealth Management LLC | 879 | $684.0K | 0.13% | −200−18.5% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 880 | $684.6K | 0.26% | +61+7.4% | Added |
| Dudley Capital Management, LLC | 905 | $688.3K | 0.40% | +175+24.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 885 | $688.5K | 0.21% | +498+128.7% | Added |
| Horizon Financial Services, LLC | 890 | $692.4K | 0.44% | +890 | New |
| Addison Advisors LLC | 890 | $692.4K | 0.24% | +237+36.3% | Added |
| Duncker Streett & Co Inc | 892 | $693.8K | 0.14% | +202+29.3% | Added |
| Atwater Malick LLC | 892 | $694.0K | 0.24% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 894 | $695.5K | 0.28% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 895 | $696.3K | 0.03% | 00.0% | Unchanged |
| National Philanthropic Trust | 896 | $697.1K | 0.02% | −660−42.4% | Reduced |
| Dynasty Wealth Management, LLC | 897 | $697.8K | 0.02% | +897 | New |
| Trueblood Wealth Management, LLC | 898 | $698.6K | 0.40% | +103+13.0% | Added |
| Insight Advisors, LLC | 898 | $698.6K | 0.14% | +134+17.5% | Added |
| Regatta Capital Group, LLC | 899 | $699.4K | 0.16% | −213−19.2% | Reduced |
| Wealth Advisors of Iowa, LLC | 899 | $699.5K | 0.43% | +1+0.1% | Added |
| Graybill Bartz & Assoc Ltd | 900 | $700.2K | 0.30% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 900 | $700.2K | 0.40% | 00.0% | Unchanged |
| Harbor Advisors LLC | 900 | $700.2K | 0.13% | +400+80.0% | Added |
| Councilmark Asset Management, LLC | 900 | $700.2K | 0.50% | +900 | New |
| ABLE Financial Group, LLC | 903 | $702.5K | 0.28% | +83+10.1% | Added |
| State of Wyoming | 904 | $703.3K | 0.12% | −25−2.7% | Reduced |
| S. R. Schill & Associates | 904 | $703.3K | 0.31% | +5+0.6% | Added |
| Hill Investment Group Partners, LLC | 905 | $704.1K | 0.10% | −638−41.3% | Reduced |
| Kinloch Capital, LLC | 909 | $706.9K | 0.36% | +339+59.5% | Added |
| GW&K Investment Management, LLC | 912 | $709.0K | 0.01% | +158+21.0% | Added |
| Beacon Financial Group | 915 | $711.6K | 0.08% | −72−7.3% | Reduced |
| Acorn Creek Capital LLC | 915 | $712.1K | 0.45% | +3+0.3% | Added |
| WT Wealth Management | 916 | $712.6K | 0.25% | 00.0% | Unchanged |
| Carson Advisory Inc. | 917 | $713.1K | 0.50% | −49−5.1% | Reduced |
| Soltis Investment Advisors LLC | 917 | $713.5K | 0.08% | −147−13.8% | Reduced |
| Left Brain Wealth Management, LLC | 918 | $714.2K | 0.35% | +918 | New |
| CFO4Life Group, LLC | 920 | $715.7K | 0.13% | −50−5.2% | Reduced |
| Ewa, LLC | 942 | $716.0K | 0.32% | +135+16.7% | Added |
| Guardian Capital LP | 921 | $716.5K | 0.02% | +27+3.0% | Added |
| Raleigh Capital Management Inc. | 922 | $717.3K | 0.31% | +416+82.2% | Added |
| Eagle Bay Advisors LLC | 924 | $718.5K | 0.45% | +380+69.9% | Added |
| Merriman Wealth Management, LLC | 925 | $719.2K | 0.03% | +925 | New |
| Richelieu Gestion PLC | 929 | $723.0K | 0.74% | +347+59.6% | Added |
| Tevis Investment Management | 932 | $725.2K | 0.62% | +8+0.9% | Added |
| Cora Capital Advisors LLC | 934 | $726.4K | 0.39% | −62−6.2% | Reduced |
| Allred Capital Management, LLC | 939 | $730.5K | 0.29% | +200+27.1% | Added |
| ABN AMRO Bank N.V. | 938 | $730.8K | 0.01% | −655−41.1% | Reduced |
| Avalon Trust Co | 940 | $731.3K | 0.06% | −55−5.5% | Reduced |
| Accel Wealth Management | 940 | $731.4K | 0.31% | +56+6.3% | Added |
| O'Brien Greene & Co. Inc | 943 | $733.6K | 0.24% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 944 | $734.4K | 0.03% | +521+123.2% | Added |
| Beacon Financial Strategies CORP | 944 | $734.6K | 0.53% | −29−3.0% | Reduced |
| Northstar Asset Management LLC | 945 | $735.2K | 0.18% | +20+2.2% | Added |
| BIP Wealth, LLC | 945 | $735.2K | 0.05% | +49+5.5% | Added |
| Garde Capital, Inc. | 947 | $736.0K | 0.05% | −110−10.4% | Reduced |
| Avaii Wealth Management, LLC | 950 | $738.7K | 0.43% | +13+1.4% | Added |
| Swisher Financial Concepts, Inc. | 978 | $739.0K | 0.64% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 950 | $739.1K | 0.66% | +35+3.8% | Added |
| Gordian Capital Singapore Pte Ltd | 950 | $739.1K | 0.55% | +950 | New |
| O'Dell Group, LLC | 951 | $740.2K | 0.18% | +67+7.6% | Added |
| VitalStone Financial, LLC | 952 | $741.0K | 0.57% | −297−23.8% | Reduced |
| Citizens Business Bank | 954 | $742.2K | 0.15% | −139−12.7% | Reduced |
| Plotkin Financial Advisors, LLC | 954 | $742.2K | 0.49% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 955 | $743.0K | 0.02% | −22−2.3% | Reduced |
| Private Client Services, LLC | 959 | $745.8K | 0.50% | +27+2.9% | Added |
| Campbell & CO Investment Adviser LLC | 966 | $751.5K | 0.06% | +966 | New |
| Quest Partners LLC | 970 | $754.6K | 0.13% | +433+80.6% | Added |
| Apollon Financial, LLC | 972 | $756.2K | 0.26% | +203+26.4% | Added |
| Knights of Columbus Asset Advisors LLC | 973 | $757.0K | 0.05% | −288−22.8% | Reduced |
| Hilltop Partners LLC | 975 | $758.2K | 0.27% | +71+7.9% | Added |
| Tarbox Family Office, Inc. | 976 | $759.4K | 0.13% | −4−0.4% | Reduced |
| Concorde Asset Management, LLC | 977 | $760.4K | 0.52% | +21+2.2% | Added |
| Magnolia Wealth Management, LLC | 992 | $763.1K | 0.31% | +992 | New |
| PFW Advisors LLC | 982 | $764.0K | 0.23% | +16+1.7% | Added |
| Nabity-Jensen Investment Management Inc | 982 | $764.0K | 0.63% | +25+2.6% | Added |
| Treynor Bancshares, Inc. | 984 | $765.5K | 0.44% | 00.0% | Unchanged |
| Warner Financial, Inc | 984 | $766.0K | 0.38% | −983−50.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 986 | $767.1K | 0.38% | +22+2.3% | Added |
| Financial Partners Group, Inc | 989 | $769.7K | 0.12% | −76−7.1% | Reduced |
| St. Louis Trust Co | 992 | $771.7K | 0.12% | +305+44.4% | Added |
| Abel Hall, LLC | 993 | $772.2K | 0.58% | +78+8.5% | Added |
| American Trust Investment Advisors, LLC | 993 | $772.5K | 0.37% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 994 | $773.3K | 0.46% | −8−0.8% | Reduced |
| Riverwater Partners LLC | 995 | $774.1K | 0.57% | +995 | New |
| Measured Wealth Private Client Group, LLC | 997 | $775.6K | 0.27% | −515−34.1% | Reduced |
| Florida Financial Advisors, LLC | 999 | $776.8K | 0.57% | +129+14.8% | Added |
| Vista Wealth Management Group, LLC | 999 | $777.2K | 0.06% | +165+19.8% | Added |
| Guardian Financial Partners, LLC | 999 | $777.5K | 0.53% | +400+66.8% | Added |
| Alta Capital Management LLC | 1,000 | $778.0K | 0.05% | −1,500−60.0% | Reduced |
| CoreFirst Bank & Trust | 1,000 | $778.0K | 0.49% | 00.0% | Unchanged |