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 $942.7B 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
- 3,465
- +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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Zuckerman Investment Group, LLC | 1,001 | $778.7K | 0.09% | +5+0.5% | Added |
| Covenant Partners, LLC | 1,001 | $778.7K | 0.23% | −2−0.2% | Reduced |
| Garrett Investment Advisors LLC | 1,001 | $778.7K | 0.10% | +14+1.4% | Added |
| Family Firm, Inc. | 1,002 | $779.4K | 0.19% | +1+0.1% | Added |
| Global Trust Asset Management, LLC | 1,002 | $779.5K | 0.32% | −300−23.0% | Reduced |
| Janney Capital Management LLC | 1,002 | $780.0K | 0.05% | −1−0.1% | Reduced |
| Sittner & Nelson, LLC | 1,003 | $780.2K | 0.39% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,004 | $780.7K | 0.27% | +73+7.8% | Added |
| Partners Capital Investment Group, LLP | 1,004 | $780.8K | 0.02% | −3,052−75.2% | Reduced |
| GW Henssler & Associates Ltd | 1,006 | $782.6K | 0.05% | +72+7.7% | Added |
| Vista Capital Partners, Inc. | 1,011 | $786.5K | 0.10% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 1,013 | $788.1K | 0.20% | +188+22.8% | Added |
| LWMG, LLC | 1,014 | $788.8K | 0.18% | −92−8.3% | Reduced |
| Mosley Wealth Management | 1,014 | $788.9K | 0.74% | −37−3.5% | Reduced |
| M. Kraus & Co | 1,014 | $788.9K | 0.24% | −15−1.5% | Reduced |
| PCA Investment Advisory Services Inc. | 1,015 | $790.0K | 0.44% | +9+0.9% | Added |
| Glass Wealth Management Co LLC | 1,017 | $791.2K | 0.48% | +1,017 | New |
| Kraematon Investment Advisors, Inc | 1,019 | $793.0K | 0.80% | +40+4.1% | Added |
| Donald L. Hagan, LLC | 1,020 | $793.5K | 0.42% | 00.0% | Unchanged |
| Marion Wealth Management | 1,020 | $793.6K | 0.24% | +102+11.1% | Added |
| GEM Asset Management, LLC | 1,058 | $794.0K | 0.53% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 1,021 | $794.1K | 0.11% | −243−19.2% | Reduced |
| Gemmer Asset Management LLC | 1,024 | $796.6K | 0.09% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 1,025 | $797.0K | 0.56% | +5+0.5% | Added |
| Harvey Capital Management Inc | 1,025 | $797.4K | 0.23% | +1,025 | New |
| MGB Wealth Management, LLC | 1,027 | $799.0K | 0.32% | +10+1.0% | Added |
| Astoria Portfolio Advisors LLC. | 1,068 | $801.7K | 0.31% | +111+11.6% | Added |
| Mendel Capital Management LLC | 1,031 | $801.7K | 0.53% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,031 | $801.8K | 0.07% | −74−6.7% | Reduced |
| First United Bank Trust | 1,031 | $802.1K | 0.30% | −44−4.1% | Reduced |
| Calton & Associates, Inc. | 1,031 | $802.3K | 0.39% | −261−20.2% | Reduced |
| Wulff, Hansen & Co. | 1,035 | $805.2K | 0.80% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 1,037 | $806.4K | 0.49% | +313+43.2% | Added |
| Cacti Asset Management LLC | 1,000 | $807.4K | 0.07% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,038 | $807.5K | 0.80% | +6+0.6% | Added |
| Renaissance Investment Group LLC | 1,040 | $809.1K | 0.19% | −200−16.1% | Reduced |
| Charter Oak Capital Management, LLC | 1,040 | $809.3K | 0.09% | +4+0.4% | Added |
| Capital Analysts, LLC | 1,044 | $812.0K | 0.04% | −40−3.7% | Reduced |
| Paulson Wealth Management Inc. | 1,049 | $816.1K | 0.24% | −20−1.9% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,050 | $816.6K | 0.43% | −4−0.4% | Reduced |
| Barrett & Company, Inc. | 1,051 | $817.6K | 0.39% | +267+34.1% | Added |
| Cambridge Financial Group, LLC | 1,051 | $817.6K | 0.39% | −76−6.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,052 | $818.3K | 0.66% | −4−0.4% | Reduced |
| Pathway Financial Advisers, LLC | 1,057 | $823.0K | 0.30% | +82+8.4% | Added |
| Friedenthal Financial | 1,059 | $823.9K | 0.51% | +984+1,312.0% | Added |
| Missouri Trust & Investment Co | 1,060 | $824.6K | 0.32% | +145+15.8% | Added |
| Elevated Capital Advisors, LLC | 1,060 | $824.6K | 0.24% | −19−1.8% | Reduced |
| Pettee Investors, Inc. | 1,066 | $829.3K | 0.35% | −264−19.8% | Reduced |
| Westmount Partners, LLC | 1,067 | $829.7K | 0.30% | +45+4.4% | Added |
| Register Financial Advisors LLC | 1,067 | $829.9K | 0.43% | +61+6.1% | Added |
| Innova Wealth Partners | 1,068 | $830.9K | 0.64% | +13+1.2% | Added |
| Lantern Wealth Advisors, LLC | 1,069 | $831.6K | 0.58% | −1−0.1% | Reduced |
| Roof Eidam & Maycock | 1,070 | $832.4K | 0.23% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 1,071 | $833.2K | 1.49% | −489−31.3% | Reduced |
| Leisure Capital Management | 1,071 | $833.6K | 0.42% | +156+17.0% | Added |
| Northwest Wealth Management, LLC | 1,072 | $834.0K | 0.23% | +177+19.8% | Added |
| Navis Wealth Advisors, LLC | 1,073 | $834.4K | 1.00% | +1+0.1% | Added |
| AlphaCore Capital LLC | 1,073 | $834.9K | 0.22% | +294+37.7% | Added |
| Foster & Motley Inc | 1,074 | $836.0K | 0.06% | +129+13.7% | Added |
| Berkeley Capital Partners, LLC | 1,077 | $837.9K | 0.26% | +208+23.9% | Added |
| Alexander Labrunerie & Co., Inc. | 1,077 | $837.9K | 0.47% | +1,077 | New |
| Morton Community Bank | 1,080 | $840.2K | 0.24% | 00.0% | Unchanged |
| GTS Securities LLC | 1,083 | $842.5K | 0.02% | −15,162−93.3% | Reduced |
| O'Rourke & Company, Inc | 1,083 | $843.0K | 0.49% | +256+31.0% | Added |
| Emprise Bank | 1,084 | $843.3K | 0.57% | +1,084 | New |
| Northstar Group, Inc. | 1,085 | $844.1K | 0.17% | 00.0% | Unchanged |
| Canopy Partners, LLC | 1,087 | $845.7K | 0.41% | +295+37.2% | Added |
| Sage Capital Management, LLC | 1,087 | $846.0K | 0.46% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 1,088 | $846.4K | 0.29% | −66−5.7% | Reduced |
| AlphaMark Advisors, LLC | 1,090 | $848.0K | 0.30% | −127−10.4% | Reduced |
| Mount Vernon Associates Inc | 1,090 | $848.0K | 0.72% | −30−2.7% | Reduced |
| Security Financial Services, INC. | 1,091 | $848.8K | 0.19% | +9+0.8% | Added |
| Private Ocean, LLC | 1,092 | $849.5K | 0.09% | +83+8.2% | Added |
| Seven Mile Advisory | 1,092 | $849.8K | 0.64% | +32+3.0% | Added |
| Richard W. Paul & Associates, LLC | 1,094 | $850.9K | 0.34% | −73−6.3% | Reduced |
| CNB Bank | 1,099 | $855.0K | 0.42% | +123+12.6% | Added |
| Puzo Michael J | 1,100 | $855.8K | 0.24% | −175−13.7% | Reduced |
| Aspen Investment Management Inc | 1,102 | $857.0K | 0.44% | +18+1.7% | Added |
| Flaharty Asset Management, LLC | 1,103 | $858.0K | 0.13% | −196−15.1% | Reduced |
| Kowal Investment Group, LLC | 1,103 | $858.4K | 0.19% | +172+18.5% | Added |
| Stillwater Capital Advisors, LLC | 1,104 | $858.8K | 0.13% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 1,106 | $860.5K | 0.07% | +58+5.5% | Added |
| Wayfinding Financial, LLC | 1,113 | $862.0K | 0.50% | +76+7.3% | Added |
| Fermata Advisors, LLC | 1,113 | $866.2K | 0.20% | +242+27.8% | Added |
| Cassia Capital Partners, LLC | 1,115 | $867.4K | 0.58% | +119+11.9% | Added |
| Dock Street Asset Management Inc | 1,118 | $869.8K | 0.13% | −16−1.4% | Reduced |
| Opus Capital Group, LLC | 1,120 | $871.0K | 0.13% | −159−12.4% | Reduced |
| Delta Wealth Advisors LLC | 1,120 | $871.3K | 0.90% | +1,120 | New |
| McRae Capital Management Inc | 1,121 | $872.1K | 0.19% | −110−8.9% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,124 | $874.4K | 0.29% | +6+0.5% | Added |
| Gratus Wealth Advisors, LLC | 1,173 | $875.0K | 0.16% | −208−15.1% | Reduced |
| Quantum Financial Advisors, LLC | 1,126 | $875.9K | 0.16% | +18+1.6% | Added |
| Albion Financial Group | 1,126 | $876.0K | 0.07% | −6−0.5% | Reduced |
| Hoxton Planning & Management, LLC | 1,128 | $877.5K | 0.42% | +58+5.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,129 | $878.3K | 0.31% | +242+27.3% | Added |
| Talisman Wealth Advisors LLC | 1,133 | $881.2K | 1.11% | −50−4.2% | Reduced |
| New Republic Capital, LLC | 1,133 | $881.5K | 0.56% | +51+4.7% | Added |
| Monarch Capital Management Inc | 1,135 | $883.0K | 0.25% | +23+2.1% | Added |
| Continuum Advisory, LLC | 1,146 | $884.2K | 0.13% | −65−5.4% | Reduced |
| Arcadia Investment Management Corp | 1,139 | $886.1K | 0.16% | +480+72.8% | Added |