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 |
|---|---|---|---|---|---|
| Front Row Advisors LLC | 1,516 | $1.18M | 0.44% | +963+174.1% | Added |
| Texas Capital Bancshares Inc | 1,517 | $1.18M | 0.54% | −254−14.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,521 | $1.18M | 0.30% | 00.0% | Unchanged |
| Cooper Financial Group | 1,521 | $1.18M | 0.19% | +211+16.1% | Added |
| Granite FO LLC | 1,250 | $1.19M | 0.70% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 1,529 | $1.19M | 0.23% | +1,529 | New |
| Cahaba Wealth Management, Inc. | 1,529 | $1.19M | 0.11% | −7−0.5% | Reduced |
| Alpha Family Trust | 1,530 | $1.19M | 0.72% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,531 | $1.19M | 0.14% | +1,531 | New |
| Sky Investment Group LLC | 1,539 | $1.20M | 0.23% | 00.0% | Unchanged |
| Nvest Financial, LLC | 1,540 | $1.20M | 0.80% | −4−0.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,540 | $1.20M | 0.13% | −200−11.5% | Reduced |
| Lee Financial Co | 1,547 | $1.20M | 0.20% | +103+7.1% | Added |
| Cedar Brook Financial Partners, LLC | 1,548 | $1.20M | 0.24% | +67+4.5% | Added |
| Prospect Financial Services LLC | 1,550 | $1.21M | 1.00% | +146+10.4% | Added |
| Patriot Investment Management Inc. | 1,550 | $1.21M | 0.10% | −83−5.1% | Reduced |
| Fusion Capital, LLC | 1,553 | $1.21M | 0.55% | +2+0.1% | Added |
| Thrive Wealth Management, LLC | 1,554 | $1.21M | 0.25% | +361+30.3% | Added |
| Aprio Wealth Management, LLC | 1,556 | $1.21M | 0.24% | +378+32.1% | Added |
| Ascent Wealth Partners, LLC | 1,592 | $1.21M | 0.18% | +1,592 | New |
| BHK Investment Advisors, LLC | 1,558 | $1.21M | 0.47% | +553+55.0% | Added |
| Strategic Advisors LLC | 1,561 | $1.21M | 0.24% | +333+27.1% | Added |
| WMS Partners, LLC | 1,564 | $1.22M | 0.08% | −417−21.0% | Reduced |
| Dover Advisors, LLC | 1,565 | $1.22M | 0.83% | +120+8.3% | Added |
| Occidental Asset Management, LLC | 1,567 | $1.22M | 0.23% | −149−8.7% | Reduced |
| Apella Capital, LLC | 1,610 | $1.22M | 0.06% | +6+0.4% | Added |
| First Commonwealth Financial Corp | 1,568 | $1.22M | 0.32% | +851+118.7% | Added |
| Forbes J M & Co LLP | 1,568 | $1.22M | 0.13% | −25−1.6% | Reduced |
| Wealth Management Partners, LLC | 1,573 | $1.22M | 0.62% | −69−4.2% | Reduced |
| Cox Capital Mgt LLC | 1,575 | $1.23M | 0.76% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,575 | $1.23M | 0.19% | +314+24.9% | Added |
| Brady Family Wealth, LLC | 1,577 | $1.23M | 0.40% | −164−9.4% | Reduced |
| WealthPLAN Partners, LLC | 1,578 | $1.23M | 0.13% | +5+0.3% | Added |
| Taylor Frigon Capital Management LLC | 1,582 | $1.23M | 0.59% | −893−36.1% | Reduced |
| StoneCrest Wealth Management, Inc. | 1,583 | $1.23M | 1.07% | +581+58.0% | Added |
| Capital Insight Partners, LLC | 1,589 | $1.24M | 0.23% | −259−14.0% | Reduced |
| Cornerstone Wealth Management, LLC | 1,593 | $1.24M | 0.10% | −241−13.1% | Reduced |
| Monetta Financial Services Inc | 1,600 | $1.24M | 1.12% | 00.0% | Unchanged |
| Capital Management Associates | 1,600 | $1.24M | 1.48% | +1,600 | New |
| Prescott Group Capital Management, L.L.C. | 1,600 | $1.25M | 0.20% | 00.0% | Unchanged |
| United Community Bank | 1,602 | $1.25M | 0.48% | −448−21.9% | Reduced |
| Sather Financial Group Inc | 1,603 | $1.25M | 0.09% | −300−15.8% | Reduced |
| MBE Wealth Management, LLC | 1,604 | $1.25M | 0.77% | +153+10.5% | Added |
| Trail Ridge Investment Advisors, LLC | 1,604 | $1.25M | 0.71% | +1,073+202.1% | Added |
| Traphagen Investment Advisors LLC | 1,606 | $1.25M | 0.13% | +83+5.4% | Added |
| Seascape Capital Management | 1,608 | $1.25M | 0.46% | −118−6.8% | Reduced |
| Engineers Gate Manager LP | 1,611 | $1.25M | 0.03% | −613−27.6% | Reduced |
| Brown Wealth Management, LLC | 1,615 | $1.26M | 0.52% | +6+0.4% | Added |
| Westwood Wealth Management | 1,615 | $1.26M | 0.62% | +1,615 | New |
| BCJ Capital Management, LLC | 1,617 | $1.26M | 0.10% | +315+24.2% | Added |
| Westbourne Investment Advisors, Inc. | 1,618 | $1.26M | 0.46% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,655 | $1.26M | 0.54% | +215+14.9% | Added |
| LifePro Asset Management | 1,619 | $1.26M | 0.83% | +252+18.4% | Added |
| Financial Advisory Group | 1,619 | $1.26M | 0.22% | +495+44.0% | Added |
| Solstein Capital, LLC | 1,623 | $1.26M | 0.88% | −11−0.7% | Reduced |
| Jmac Enterprises LLC | 1,629 | $1.27M | 0.24% | −197−10.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,633 | $1.27M | 0.80% | +3+0.2% | Added |
| Pitti Group Wealth Management, LLC | 1,673 | $1.27M | 1.42% | +14+0.8% | Added |
| NorthStar Asset Management LLC | 1,635 | $1.27M | 0.96% | +220+15.5% | Added |
| Unigestion Holding SA | 1,636 | $1.27M | 0.06% | −579−26.1% | Reduced |
| Camden National Bank | 1,638 | $1.27M | 0.22% | −80−4.7% | Reduced |
| Longview Financial Advisors, Inc. | 1,638 | $1.27M | 0.96% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 1,640 | $1.28M | 0.90% | +275+20.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,640 | $1.28M | 0.15% | +447+37.5% | Added |
| Parnassus Investments | 1,641 | $1.28M | 0.00% | +203+14.1% | Added |
| Foster Group, Inc. | 1,641 | $1.28M | 0.06% | +51+3.2% | Added |
| Clarus Group, Inc. | 1,644 | $1.28M | 0.90% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 1,648 | $1.28M | 0.37% | +191+13.1% | Added |
| Atticus Wealth Management, LLC | 1,658 | $1.29M | 0.42% | −49−2.9% | Reduced |
| Clare Market Investments LLC | 1,661 | $1.29M | 0.40% | −65−3.8% | Reduced |
| Whalerock Point Partners, LLC | 1,663 | $1.29M | 0.35% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 1,667 | $1.30M | 0.62% | +5+0.3% | Added |
| CORDA Investment Management, LLC. | 1,667 | $1.30M | 0.10% | +1,667 | New |
| One Capital Management, LLC | 1,668 | $1.30M | 0.05% | +433+35.1% | Added |
| FC Advisory LLC | 1,672 | $1.30M | 0.48% | +7+0.4% | Added |
| Thompson Davis & Co., Inc. | 1,675 | $1.30M | 0.88% | −40−2.3% | Reduced |
| Motiv8 Investments LLC | 1,677 | $1.30M | 1.01% | −134−7.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,679 | $1.31M | 0.21% | +420+33.4% | Added |
| Advisory Resource Group | 1,680 | $1.31M | 0.30% | −50−2.9% | Reduced |
| MSH Capital Advisors LLC | 1,681 | $1.31M | 0.46% | −868−34.1% | Reduced |
| Silver Lake Advisory, LLC | 1,681 | $1.31M | 0.58% | +1,681 | New |
| Stevard, LLC | 1,684 | $1.31M | 1.18% | +347+26.0% | Added |
| Telos Capital Management, Inc. | 1,686 | $1.31M | 0.15% | −3,855−69.6% | Reduced |
| Michael B. Yongue | 1,690 | $1.31M | 1.15% | −405−19.3% | Reduced |
| Lebenthal Global Advisors, LLC | 1,691 | $1.32M | 0.29% | −276−14.0% | Reduced |
| Forte Capital LLC | 1,693 | $1.32M | 0.16% | +53+3.2% | Added |
| Revisor Wealth Management LLC | 1,942 | $1.32M | 0.60% | +1,942 | New |
| Petra Financial Advisors Inc | 1,748 | $1.33M | 0.97% | +478+37.6% | Added |
| Wolff Wiese Magana LLC | 1,705 | $1.33M | 1.14% | +170+11.1% | Added |
| Providence First Trust Co | 1,709 | $1.33M | 0.58% | +1,239+263.6% | Added |
| Fortem Financial Group, LLC | 1,715 | $1.33M | 0.59% | −46−2.6% | Reduced |
| Prosperity Financial Group, Inc. | 1,719 | $1.34M | 0.83% | +195+12.8% | Added |
| Mosaic Family Wealth Partners, LLC | 1,722 | $1.34M | 0.22% | −156−8.3% | Reduced |
| Whalen Wealth Management Inc. | 1,724 | $1.34M | 0.99% | −18−1.0% | Reduced |
| EagleClaw Capital Managment, LLC | 1,725 | $1.34M | 0.24% | −60−3.4% | Reduced |
| Voya Financial Advisors, Inc. | 1,726 | $1.34M | 0.15% | −202−10.5% | Reduced |
| WR Wealth Planners, LLC | 1,727 | $1.34M | 0.42% | +61+3.7% | Added |
| Cynosure Management, LLC | 1,727 | $1.34M | 0.24% | +775+81.4% | Added |
| First Financial Bank - Trust Division | 1,728 | $1.34M | 0.13% | −20−1.1% | Reduced |
| Sage Private Wealth Group, LLC | 1,730 | $1.35M | 1.08% | +19+1.1% | Added |