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 |
|---|---|---|---|---|---|
| Smith, Salley & Associates | 1,292 | $1.01M | 0.08% | −1,887−59.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,293 | $1.01M | 0.35% | −100−7.2% | Reduced |
| Requisite Capital Management, LLC | 1,300 | $1.01M | 0.22% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 1,300 | $1.01M | 0.38% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 1,300 | $1.01M | 0.25% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 1,300 | $1.01M | 1.53% | +33+2.6% | Added |
| Hartford Funds Management Co LLC | 1,302 | $1.01M | 0.10% | −190−12.7% | Reduced |
| Pointe Capital Management LLC | 1,303 | $1.01M | 0.63% | −55−4.1% | Reduced |
| Wealth Group, Ltd. | 1,305 | $1.01M | 0.77% | +1,305 | New |
| Jackson Hole Capital Partners, LLC | 1,306 | $1.02M | 0.23% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 1,306 | $1.02M | 0.18% | +139+11.9% | Added |
| Inscription Capital, LLC | 1,306 | $1.02M | 0.17% | +359+37.9% | Added |
| Weaver Capital Management LLC | 1,308 | $1.02M | 0.35% | −10−0.8% | Reduced |
| Lathrop Investment Management Corp | 1,316 | $1.02M | 0.20% | −160−10.8% | Reduced |
| Delta Investment Management, LLC | 1,319 | $1.03M | 0.23% | −16−1.2% | Reduced |
| Moody Aldrich Partners LLC | 1,321 | $1.03M | 0.17% | −442−25.1% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 1,321 | $1.03M | 0.76% | −24−1.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,327 | $1.03M | 0.41% | +1+0.1% | Added |
| Eads & Heald Wealth Management | 1,328 | $1.03M | 0.48% | −93−6.5% | Reduced |
| Summit Asset Management, LLC | 1,328 | $1.03M | 0.22% | −29−2.1% | Reduced |
| LexAurum Advisors, LLC | 1,329 | $1.03M | 0.26% | −221−14.3% | Reduced |
| Stewart & Patten Co LLC | 1,330 | $1.03M | 0.15% | −230−14.7% | Reduced |
| Arrowroot Family Office, LLC | 1,333 | $1.04M | 0.66% | +1+0.1% | Added |
| Monterey Private Wealth, Inc. | 1,334 | $1.04M | 0.42% | −10−0.7% | Reduced |
| Strata Wealth Advisors, LLC | 1,334 | $1.04M | 0.37% | +1,334 | New |
| Salvus Wealth Management, LLC | 1,337 | $1.04M | 0.71% | +96+7.7% | Added |
| Reliant Investment Management, LLC | 1,338 | $1.04M | 0.49% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,345 | $1.05M | 0.17% | +1,335+13,350.0% | Added |
| Evanson Asset Management, LLC | 1,347 | $1.05M | 0.08% | +68+5.3% | Added |
| RFP Financial Group LLC | 1,349 | $1.05M | 0.41% | +32+2.4% | Added |
| Kanawha Capital Management LLC | 1,349 | $1.05M | 0.08% | +74+5.8% | Added |
| Riverstone Advisors, LLC | 1,350 | $1.05M | 0.63% | 00.0% | Unchanged |
| XR Securities LLC | 1,353 | $1.05M | 0.31% | +897+196.7% | Added |
| MBL Wealth, LLC | 1,356 | $1.05M | 0.12% | +3+0.2% | Added |
| Capital Planning Advisors, LLC | 1,357 | $1.06M | 0.19% | −4−0.3% | Reduced |
| Valley Brook Capital Group | 1,358 | $1.06M | 0.84% | +47+3.6% | Added |
| Private Capital Management LLC | 1,358 | $1.06M | 0.23% | +94+7.4% | Added |
| Drake & Associates, LLC | 1,359 | $1.06M | 0.39% | +15+1.1% | Added |
| CSM Advisors, LLC | 1,362 | $1.06M | 0.07% | −200−12.8% | Reduced |
| Capital Advisors, Ltd. LLC | 1,362 | $1.06M | 0.14% | +15+1.1% | Added |
| Alera Investment Advisors, LLC | 1,365 | $1.06M | 0.14% | −1,372−50.1% | Reduced |
| Wimmer Associates 1, LLC | 1,367 | $1.06M | 0.56% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 1,371 | $1.07M | 0.74% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1,373 | $1.07M | 2.06% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 1,378 | $1.07M | 0.57% | +344+33.3% | Added |
| Pacific Sage Partners, LLC | 1,391 | $1.08M | 0.28% | −100−6.7% | Reduced |
| David J Yvars Group | 1,391 | $1.08M | 0.73% | +485+53.5% | Added |
| Plum Street Advisors, LLC | 1,222 | $1.08M | 0.55% | +740+153.5% | Added |
| Revolve Wealth Partners, LLC | 1,392 | $1.08M | 0.19% | +96+7.4% | Added |
| Newman Dignan & Sheerar, Inc. | 1,395 | $1.09M | 0.29% | −85−5.7% | Reduced |
| Laidlaw Wealth Management LLC | 1,398 | $1.09M | 0.61% | −1,379−49.7% | Reduced |
| McLean Asset Management Corp | 1,437 | $1.09M | 0.37% | +1+0.1% | Added |
| Intact Investment Management Inc. | 1,400 | $1.09M | 0.04% | −200−12.5% | Reduced |
| Paragon Capital Management Ltd | 1,400 | $1.09M | 0.19% | −25−1.8% | Reduced |
| Wealth Quarterback LLC | 1,400 | $1.09M | 0.61% | +126+9.9% | Added |
| Whitener Capital Management, Inc. | 1,408 | $1.10M | 0.36% | +212+17.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,409 | $1.10M | 0.61% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 1,409 | $1.10M | 0.31% | +37+2.7% | Added |
| Brown Shipley& Co Ltd | 1,446 | $1.10M | 0.35% | −2,331−61.7% | Reduced |
| ERn Financial, LLC | 1,414 | $1.10M | 0.19% | +50+3.7% | Added |
| Hudson Value Partners, LLC | 1,415 | $1.10M | 0.47% | −23−1.6% | Reduced |
| Financial Engines Advisors L.L.C. | 1,418 | $1.10M | 0.00% | +184+14.9% | Added |
| Bank Pictet & Cie (Asia) Ltd | 1,422 | $1.11M | 0.61% | −1,867−56.8% | Reduced |
| Dogwood Wealth Management LLC | 1,427 | $1.11M | 0.75% | −26−1.8% | Reduced |
| Burns Matteson Capital Management, LLC | 1,430 | $1.11M | 0.72% | −113−7.3% | Reduced |
| Prentice Wealth Management LLC | 1,439 | $1.12M | 0.39% | +35+2.5% | Added |
| Orion Capital Management LLC | 1,440 | $1.12M | 0.60% | −144−9.1% | Reduced |
| Pacific Sun Financial Corp | 1,440 | $1.12M | 0.65% | +1,000+227.3% | Added |
| Wiser Advisor Group LLC | 1,447 | $1.13M | 1.77% | +1,413+4,155.9% | Added |
| Zullo Investment Group, Inc. | 1,449 | $1.13M | 0.53% | +247+20.5% | Added |
| Community Trust & Investment Co | 1,457 | $1.13M | 0.08% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,457 | $1.13M | 0.37% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 1,460 | $1.14M | 0.89% | +100+7.4% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 1,460 | $1.14M | 0.42% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 1,463 | $1.14M | 0.33% | +681+87.1% | Added |
| Relative Value Partners Group, LLC | 1,767 | $1.14M | 0.07% | −24−1.3% | Reduced |
| Adapt Wealth Advisors, LLC | 1,468 | $1.14M | 0.81% | +1,468 | New |
| Watts Gwilliam & Co., LLC | 1,495 | $1.14M | 0.35% | +1,495 | New |
| Bell Bank | 1,469 | $1.14M | 0.10% | 00.0% | Unchanged |
| Resources Management Corp | 1,475 | $1.15M | 0.17% | +84+6.0% | Added |
| Pine Harbor Wealth Management, LLC | 1,475 | $1.15M | 0.72% | +1+0.1% | Added |
| Nicolet Bankshares Inc | 1,476 | $1.15M | 0.28% | +22+1.5% | Added |
| First Western Trust Bank | 1,480 | $1.15M | 0.05% | −189−11.3% | Reduced |
| Segment Wealth Management, LLC | 1,482 | $1.15M | 0.09% | +219+17.3% | Added |
| Founders Financial Securities LLC | 1,484 | $1.15M | 0.12% | −740−33.3% | Reduced |
| Athena Investment Management | 1,488 | $1.16M | 0.69% | −27−1.8% | Reduced |
| Mayfair Advisory Group, LLC | 1,489 | $1.16M | 0.84% | +80+5.7% | Added |
| SignalPoint Asset Management, LLC | 1,489 | $1.16M | 0.32% | −2−0.1% | Reduced |
| Hollencrest Capital Management | 1,490 | $1.16M | 0.05% | −1,891−55.9% | Reduced |
| Amplius Wealth Advisors, LLC | 1,499 | $1.17M | 0.13% | −67−4.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 1,499 | $1.17M | 0.07% | +61+4.2% | Added |
| Waypoint Capital Advisors, LLC | 1,500 | $1.17M | 0.31% | +25+1.7% | Added |
| Connective Portfolio Management, LLC | 1,500 | $1.17M | 2.05% | +1,500 | New |
| Corundum Group, Inc. | 1,502 | $1.17M | 0.56% | −64−4.1% | Reduced |
| Eagle Ridge Investment Management | 1,505 | $1.17M | 0.11% | −13−0.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,508 | $1.17M | 0.70% | −825−35.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,573 | $1.17M | 0.46% | +1,573 | New |
| Tributary Capital Management, LLC | 1,510 | $1.17M | 0.10% | −205−12.0% | Reduced |
| MBB Public Markets I LLC | 1,510 | $1.17M | 0.08% | +1,510 | New |
| DMG Group, LLC | 1,515 | $1.18M | 1.02% | −5−0.3% | Reduced |