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 |
|---|---|---|---|---|---|
| Hallmark Capital Management Inc | 1,739 | $1.35M | 0.10% | +532+44.1% | Added |
| Anfield Capital Management, LLC | 1,739 | $1.35M | 0.65% | +1,739 | New |
| TFB Advisors LLC | 1,744 | $1.35M | 0.49% | +844+93.8% | Added |
| Dividend Assets Capital, LLC | 1,743 | $1.36M | 0.29% | +82+4.9% | Added |
| Lakeridge Wealth Management LLC | 1,744 | $1.36M | 0.88% | +18+1.0% | Added |
| Gray Wealth Management Inc. | 1,744 | $1.36M | 0.61% | +40+2.3% | Added |
| Cobblestone Capital Advisors LLC | 1,748 | $1.36M | 0.09% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,750 | $1.36M | 0.36% | +490+38.9% | Added |
| Vawter Financial, Ltd. | 1,751 | $1.36M | 0.99% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1,751 | $1.36M | 0.84% | +224+14.7% | Added |
| Girard Partners Ltd. | 1,753 | $1.36M | 0.13% | −120−6.4% | Reduced |
| ICA Group Wealth Management, LLC | 1,753 | $1.36M | 0.27% | −809−31.6% | Reduced |
| GHP Investment Advisors, Inc. | 1,754 | $1.36M | 0.07% | −938−34.8% | Reduced |
| Gilbert & Cook, Inc. | 1,757 | $1.37M | 0.19% | +9+0.5% | Added |
| XML Financial, LLC | 1,758 | $1.37M | 0.14% | +261+17.4% | Added |
| Hixon Zuercher, LLC | 1,762 | $1.37M | 0.58% | −400−18.5% | Reduced |
| Manhattan West Asset Management, LLC | 1,765 | $1.37M | 0.33% | +1,209+217.4% | Added |
| Cypress Wealth Services, LLC | 1,766 | $1.37M | 0.32% | +106+6.4% | Added |
| Wambolt & Associates, LLC | 1,807 | $1.37M | 0.41% | +449+33.1% | Added |
| Winthrop Advisory Group LLC | 1,766 | $1.37M | 0.20% | +9+0.5% | Added |
| Sunflower Bank, N.A. | 1,767 | $1.37M | 0.31% | −26−1.5% | Reduced |
| M&R Capital Management Inc | 1,772 | $1.38M | 0.34% | −605−25.5% | Reduced |
| OneAscent Financial Services LLC | 1,779 | $1.38M | 0.15% | −230−11.4% | Reduced |
| Enterprise Financial Services Corp | 1,788 | $1.39M | 0.84% | −91−4.8% | Reduced |
| American Investment Services, Inc. | 1,788 | $1.39M | 0.25% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 1,790 | $1.39M | 1.12% | −9−0.5% | Reduced |
| Destination Wealth Management | 1,796 | $1.40M | 0.05% | −434−19.5% | Reduced |
| TrinityPoint Wealth, LLC | 1,797 | $1.40M | 0.23% | +20+1.1% | Added |
| Hedeker Wealth, LLC | 1,797 | $1.40M | 0.40% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,800 | $1.40M | 0.12% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,800 | $1.40M | 0.17% | −46−2.5% | Reduced |
| Delap Wealth Advisory, LLC | 1,801 | $1.40M | 0.57% | +192+11.9% | Added |
| Canal Capital Management, LLC | 1,802 | $1.40M | 0.24% | +77+4.5% | Added |
| Live Oak Private Wealth LLC | 1,803 | $1.40M | 0.24% | −4−0.2% | Reduced |
| Mill Capital Management, LLC | 1,803 | $1.40M | 0.12% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,806 | $1.40M | 0.73% | −106−5.5% | Reduced |
| World Equity Group, Inc. | 1,806 | $1.40M | 0.29% | −38−2.1% | Reduced |
| S.A. Mason LLC | 1,807 | $1.41M | 0.85% | +21+1.2% | Added |
| Financial Enhancement Group LLC | 1,871 | $1.41M | 0.23% | +9+0.5% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,809 | $1.41M | 1.83% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 1,810 | $1.41M | 0.27% | +1,028+131.5% | Added |
| Quadcap Wealth Management, LLC | 1,812 | $1.41M | 0.32% | +432+31.3% | Added |
| Azzad Asset Management Inc | 1,814 | $1.41M | 0.16% | +45+2.5% | Added |
| Kennedy Investment Group | 1,821 | $1.42M | 0.76% | +301+19.8% | Added |
| Saxony Capital Management, LLC | 1,824 | $1.42M | 1.71% | +301+19.8% | Added |
| Gables Capital Management Inc. | 1,826 | $1.42M | 0.78% | +447+32.4% | Added |
| Red Door Wealth Management, LLC | 1,827 | $1.42M | 0.27% | −299−14.1% | Reduced |
| Gries Financial LLC | 1,828 | $1.42M | 0.24% | +1,343+276.9% | Added |
| Cubic Asset Management, LLC | 1,830 | $1.42M | 0.34% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 1,836 | $1.43M | 0.70% | +7+0.4% | Added |
| Balboa Wealth Partners | 1,838 | $1.43M | 0.45% | +736+66.8% | Added |
| Beacon Capital Management, LLC | 1,838 | $1.43M | 0.29% | +717+64.0% | Added |
| Rice Hall James & Associates, LLC | 1,840 | $1.43M | 0.08% | −50−2.6% | Reduced |
| Affiance Financial, LLC | 1,840 | $1.43M | 0.39% | +5+0.3% | Added |
| BTC Capital Management, Inc. | 1,841 | $1.43M | 0.13% | +1,841 | New |
| Heritage Financial Services, LLC | 1,847 | $1.44M | 0.21% | +28+1.5% | Added |
| Omnia Family Wealth, LLC | 1,849 | $1.44M | 0.67% | +43+2.4% | Added |
| Centiva Capital, LP | 1,857 | $1.44M | 0.08% | −1,316−41.5% | Reduced |
| Collective Family Office LLC | 1,859 | $1.45M | 0.47% | −89−4.6% | Reduced |
| American National Bank & Trust Co | 1,860 | $1.45M | 0.34% | +1,860 | New |
| Integrated Investment Consultants, LLC | 1,864 | $1.45M | 0.40% | +1+0.1% | Added |
| Brave Asset Management Inc | 1,864 | $1.45M | 0.38% | +65+3.6% | Added |
| ADAR1 Capital Management, LLC | 1,865 | $1.45M | 0.40% | +1,865 | New |
| Chapin Davis, Inc. | 1,867 | $1.45M | 0.53% | −3,232−63.4% | Reduced |
| Sivia Capital Partners, LLC | 1,868 | $1.45M | 0.99% | +89+5.0% | Added |
| Silver Oak Securities, Inc | 1,871 | $1.46M | 0.22% | +430+29.8% | Added |
| Ted Buchan & Co | 1,871 | $1.46M | 0.89% | +251+15.5% | Added |
| Franklin Street Advisors Inc | 1,871 | $1.46M | 0.11% | +658+54.2% | Added |
| Essex LLC | 1,874 | $1.46M | 0.34% | +33+1.8% | Added |
| Oak Harbor Wealth Partners, LLC | 1,875 | $1.46M | 0.45% | +9+0.5% | Added |
| Abacus Planning Group, Inc. | 1,877 | $1.46M | 0.29% | −84−4.3% | Reduced |
| Running Point Capital Advisors, LLC | 1,880 | $1.46M | 0.65% | +854+83.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,884 | $1.47M | 0.02% | −2,934−60.9% | Reduced |
| Trustco Bank Corp N Y | 1,889 | $1.47M | 1.53% | −150−7.4% | Reduced |
| Legacy Capital Group California, Inc. | 1,892 | $1.47M | 0.54% | +32+1.7% | Added |
| Aveo Capital Partners, LLC | 2,006 | $1.47M | 0.16% | −14−0.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,900 | $1.48M | 0.34% | −97−4.9% | Reduced |
| Pingora Partners LLC | 1,900 | $1.48M | 1.08% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 1,902 | $1.48M | 0.92% | −47−2.4% | Reduced |
| Somerset Group LLC | 1,908 | $1.48M | 1.39% | −23−1.2% | Reduced |
| New Jersey Better Educational Savings Trust | 1,908 | $1.48M | 2.81% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 1,909 | $1.49M | 0.22% | +66+3.6% | Added |
| Zhang Financial LLC | 1,910 | $1.49M | 0.11% | +238+14.2% | Added |
| Westover Capital Advisors, LLC | 1,916 | $1.49M | 0.44% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 1,918 | $1.49M | 0.49% | +1,062+124.1% | Added |
| Ignite Planners, LLC | 1,963 | $1.49M | 0.42% | +15+0.8% | Added |
| Buckhead Capital Management LLC | 1,920 | $1.49M | 0.51% | −184−8.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,926 | $1.50M | 0.08% | +10+0.5% | Added |
| Atlas Brown,Inc. | 1,931 | $1.50M | 0.55% | +171+9.7% | Added |
| Visionary Wealth Advisors | 1,934 | $1.50M | 0.10% | +62+3.3% | Added |
| Fruth Investment Management | 1,935 | $1.50M | 0.39% | −50−2.5% | Reduced |
| Redwood Wealth Management Group, LLC | 1,936 | $1.51M | 1.60% | +104+5.7% | Added |
| D'Orazio & Associates, Inc. | 1,936 | $1.51M | 0.24% | +48+2.5% | Added |
| First Command Advisory Services, Inc. | 1,942 | $1.51M | 0.02% | +572+41.8% | Added |
| Stone Point Wealth LLC | 1,946 | $1.51M | 0.53% | −25−1.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,952 | $1.52M | 0.16% | −45−2.3% | Reduced |
| Aire Advisors, LLC | 1,951 | $1.52M | 0.34% | +133+7.3% | Added |
| Pettyjohn, Wood & White, Inc | 1,954 | $1.52M | 0.30% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 1,971 | $1.52M | 0.56% | +211+12.0% | Added |
| Baxter Bros Inc | 1,958 | $1.52M | 0.20% | −175−8.2% | Reduced |