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 |
|---|---|---|---|---|---|
| Gladius Capital Management LP | 1,141 | $887.7K | 0.88% | −63−5.2% | Reduced |
| Ellis Investment Partners, LLC | 1,141 | $888.0K | 0.19% | −69−5.7% | Reduced |
| CBOE Vest Financial, LLC | 1,142 | $888.4K | 0.02% | +1,142 | New |
| BTG Pactual Global Asset Management Ltd | 1,146 | $891.5K | 0.29% | +1,146 | New |
| Magellan Asset Management Ltd | 1,150 | $894.7K | 0.01% | +1,150 | New |
| UMA Financial Services, Inc. | 1,198 | $894.7K | 0.19% | +243+25.4% | Added |
| ProVise Management Group, LLC | 1,150 | $895.3K | 0.08% | −338−22.7% | Reduced |
| Fort Pitt Capital Group, LLC | 1,152 | $895.9K | 0.03% | −32−2.7% | Reduced |
| Sterling Investment Counsel, LLC | 1,152 | $896.2K | 0.41% | +2+0.2% | Added |
| Wealth Architects, LLC | 1,153 | $897.1K | 0.12% | +47+4.2% | Added |
| MPS Loria Financial Planners, LLC | 1,154 | $897.9K | 0.30% | −869−43.0% | Reduced |
| Jacobsen Capital Management | 1,155 | $898.5K | 0.42% | +26+2.3% | Added |
| Hamilton Capital, LLC | 1,156 | $899.2K | 0.07% | −46−3.8% | Reduced |
| Asio Capital, LLC | 1,156 | $899.3K | 0.19% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 1,159 | $901.7K | 0.87% | 00.0% | Unchanged |
| Idaho Trust Bank | 1,159 | $901.7K | 0.87% | +1,159 | New |
| McDonald Partners LLC | 1,162 | $904.0K | 0.25% | +7+0.6% | Added |
| CWS Financial Advisors, LLC | 1,163 | $904.8K | 0.37% | −713−38.0% | Reduced |
| Exchange Bank | 1,163 | $904.8K | 0.74% | −14−1.2% | Reduced |
| Widmann Financial Services, Inc. | 1,164 | $905.5K | 0.76% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,164 | $905.5K | 0.30% | +1,026+743.5% | Added |
| Robinson Smith Wealth Advisors LLC | 1,165 | $906.3K | 0.87% | −3−0.3% | Reduced |
| Clearwater Capital Advisors, LLC | 1,165 | $906.3K | 0.10% | −37−3.1% | Reduced |
| Aurora Private Wealth, Inc. | 1,192 | $907.0K | 0.78% | +62+5.5% | Added |
| Consolidated Planning Corp | 1,166 | $907.1K | 0.16% | +19+1.7% | Added |
| Next Capital Management LLC | 1,169 | $909.4K | 0.37% | +1,169 | New |
| Stony Point Wealth Management Inc. | 1,172 | $912.1K | 0.40% | −170−12.7% | Reduced |
| 1776 Wealth LLC | 1,176 | $914.9K | 0.45% | −30−2.5% | Reduced |
| Morris Retirement Advisors, LLC | 1,176 | $915.3K | 0.55% | +328+38.7% | Added |
| FLC Capital Advisors | 1,184 | $921.1K | 0.23% | −18−1.5% | Reduced |
| Adalta Capital Management LLC | 1,185 | $921.9K | 0.51% | +175+17.3% | Added |
| TrueWealth Advisors, LLC | 1,185 | $921.9K | 0.36% | +122+11.5% | Added |
| Legacy Trust | 1,186 | $922.7K | 0.23% | −30−2.5% | Reduced |
| Altrius Capital Management Inc | 1,187 | $923.4K | 0.23% | +10+0.8% | Added |
| National Wealth Management Group, LLC | 1,189 | $925.0K | 0.72% | +738+163.6% | Added |
| Five Oceans Advisors | 1,191 | $926.5K | 0.48% | −88−6.9% | Reduced |
| Lewis Asset Management, LLC | 1,191 | $926.5K | 0.76% | +11+0.9% | Added |
| Pineridge Advisors LLC | 1,195 | $929.7K | 0.33% | −142−10.6% | Reduced |
| Diametric Capital, LP | 1,195 | $929.7K | 0.52% | +362+43.5% | Added |
| Financial Management Professionals, Inc. | 1,196 | $930.0K | 0.14% | −1,548−56.4% | Reduced |
| Lavaca Capital LLC | 1,198 | $932.0K | 0.57% | −1,754−59.4% | Reduced |
| Bouchey Financial Group Ltd | 1,198 | $932.3K | 0.09% | +45+3.9% | Added |
| Pegasus Partners Ltd. | 1,199 | $932.8K | 0.10% | +11+0.9% | Added |
| Shay Capital LLC | 1,200 | $933.6K | 0.27% | +600+100.0% | Added |
| Peak Planning Group, LLC | 1,201 | $934.3K | 0.59% | +10+0.8% | Added |
| Virtus ETF Advisers LLC | 1,204 | $936.7K | 0.50% | +192+19.0% | Added |
| Silverlake Wealth Management LLC | 1,204 | $937.0K | 0.48% | −7−0.6% | Reduced |
| Peloton Wealth Strategists | 1,205 | $938.0K | 0.38% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,207 | $939.0K | 0.10% | 00.0% | Unchanged |
| Old Port Advisors | 1,208 | $939.7K | 0.29% | −51−4.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 1,209 | $940.7K | 0.09% | +16+1.3% | Added |
| Bluesphere Advisors, LLC | 1,210 | $941.3K | 0.52% | +1+0.1% | Added |
| Perennial Investment Advisors, LLC | 1,213 | $943.4K | 0.14% | +215+21.5% | Added |
| W.H. Cornerstone Investments Inc. | 1,213 | $944.0K | 0.68% | +374+44.6% | Added |
| Alliance Wealth Advisors, LLC | 1,214 | $944.4K | 0.28% | +64+5.6% | Added |
| Eagle Strategies LLC | 1,215 | $945.0K | 0.21% | +117+10.7% | Added |
| Gateway Advisory, LLC | 1,215 | $945.0K | 0.17% | +467+62.4% | Added |
| Christensen, King & Associates Investment Services, Inc. | 1,215 | $945.2K | 0.47% | −61−4.8% | Reduced |
| Waterloo Capital, L.P. | 1,217 | $946.6K | 0.12% | −49−3.9% | Reduced |
| Greater Midwest Financial Group, LLC | 1,217 | $947.0K | 0.59% | +2+0.2% | Added |
| VisionPoint Advisory Group, LLC | 1,220 | $949.1K | 0.34% | +619+103.0% | Added |
| Tradition Wealth Management, LLC | 1,220 | $949.1K | 0.10% | +45+3.8% | Added |
| Lantz Financial LLC | 1,220 | $949.5K | 0.31% | +19+1.6% | Added |
| Threadgill Financial, LLC | 1,223 | $951.1K | 0.42% | −225−15.5% | Reduced |
| Financial Council Asset Management Inc | 1,223 | $951.4K | 0.56% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,226 | $953.8K | 0.13% | −64−5.0% | Reduced |
| Wallace Capital Management Inc. | 1,230 | $956.9K | 0.13% | −162−11.6% | Reduced |
| Gillespie Robinson & Grimm Inc | 1,230 | $956.9K | 0.08% | −35−2.8% | Reduced |
| Bright Futures Wealth Management, LLC. | 1,054 | $958.0K | 0.52% | +1,054 | New |
| Invenio Wealth Partners LLC | 1,234 | $960.0K | 0.52% | −343−21.8% | Reduced |
| Tactive Advisors, LLC | 1,235 | $960.8K | 0.51% | +433+54.0% | Added |
| Ethos Financial Group, LLC | 1,235 | $961.0K | 0.18% | −427−25.7% | Reduced |
| FSM Wealth Advisors, LLC | 1,245 | $968.4K | 0.34% | −95−7.1% | Reduced |
| Pacific Capital Partners Ltd | 1,246 | $969.3K | 0.63% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,247 | $970.1K | 0.53% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,247 | $970.1K | 0.38% | +306+32.5% | Added |
| Intelligence Driven Advisers, LLC | 1,250 | $972.5K | 0.14% | −50−3.8% | Reduced |
| Miller Investment Management, LP | 1,250 | $972.5K | 0.12% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,251 | $973.2K | 0.07% | −21−1.7% | Reduced |
| Successful Portfolios LLC | 1,257 | $977.9K | 0.67% | −52−4.0% | Reduced |
| Hummer Financial Advisory Services Inc | 1,259 | $979.5K | 0.81% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 1,261 | $981.0K | 0.23% | −456−26.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,261 | $981.0K | 0.26% | +1,261 | New |
| Chase Investment Counsel Corp | 1,266 | $984.0K | 0.37% | +1,266 | New |
| Financial Management Network Inc | 1,283 | $985.2K | 0.25% | +206+19.1% | Added |
| JJJ Advisors Inc. | 1,267 | $985.7K | 0.21% | +125+10.9% | Added |
| Loomis Sayles & Co L P | 1,268 | $986.0K | 0.00% | +243+23.7% | Added |
| Sigma Investment Counselors Inc | 1,270 | $988.0K | 0.06% | −925−42.1% | Reduced |
| CKW Financial Group | 1,302 | $990.0K | 0.13% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,275 | $991.9K | 0.73% | −4−0.3% | Reduced |
| NWF Advisory Services Inc. | 1,277 | $994.0K | 0.17% | +138+12.1% | Added |
| Verus Capital Partners, LLC | 1,280 | $996.0K | 0.11% | +60+4.9% | Added |
| Wealthstream Advisors, Inc. | 1,284 | $998.8K | 0.38% | −392−23.4% | Reduced |
| St Germain D J Co Inc | 1,286 | $1.00M | 0.05% | −26−2.0% | Reduced |
| Klingman & Associates, LLC | 1,286 | $1.00M | 0.07% | +9+0.7% | Added |
| Excalibur Management Corp | 1,289 | $1.00M | 0.42% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 1,289 | $1.00M | 0.50% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 1,316 | $1.00M | 0.55% | +45+3.5% | Added |
| Latitude Advisors, LLC | 1,290 | $1.00M | 0.63% | +16+1.3% | Added |
| Hazlett, Burt & Watson, Inc. | 1,291 | $1.00M | 0.60% | +85+7.0% | Added |