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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 2,264 | $1.76M | 0.20% | +4+0.2% | Added |
| Virtue Capital Management, LLC | 2,334 | $1.77M | 0.32% | +693+42.2% | Added |
| Principal Street Partners, LLC | 2,309 | $1.77M | 0.33% | −288−11.1% | Reduced |
| Westside Investment Management, Inc. | 2,276 | $1.77M | 0.42% | −2−0.1% | Reduced |
| Childress Capital Advisors, LLC | 2,280 | $1.77M | 0.52% | −208−8.4% | Reduced |
| LCNB Corp | 2,285 | $1.78M | 0.64% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 2,288 | $1.78M | 0.78% | +57+2.6% | Added |
| Powers Advisory Group, LLC | 2,288 | $1.78M | 1.02% | +58+2.6% | Added |
| Univest Financial Corp | 2,290 | $1.78M | 0.50% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 2,292 | $1.78M | 1.78% | +2+0.1% | Added |
| Fortress Wealth Group, LLC | 2,312 | $1.78M | 0.96% | +51+2.3% | Added |
| Sargent Investment Group, LLC | 2,299 | $1.79M | 0.39% | +138+6.4% | Added |
| Alta Advisers Ltd | 2,300 | $1.79M | 0.89% | 00.0% | Unchanged |
| Boltwood Capital Management | 2,303 | $1.79M | 0.56% | −361−13.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,304 | $1.79M | 0.05% | −395−14.6% | Reduced |
| Bullock Wealth Management Group | 2,357 | $1.79M | 1.20% | +2,357 | New |
| Morningstar Investment Services LLC | 2,316 | $1.80M | 0.02% | −851−26.9% | Reduced |
| Tenon Financial LLC | 2,317 | $1.80M | 1.52% | +2,317 | New |
| RiverPark Advisors, LLC | 2,321 | $1.81M | 1.48% | +310+15.4% | Added |
| 626 Financial, LLC | 2,324 | $1.81M | 1.09% | −2−0.1% | Reduced |
| Bridge Creek Capital Management LLC | 2,325 | $1.81M | 0.58% | −125−5.1% | Reduced |
| Ameliora Wealth Management Ltd. | 2,325 | $1.81M | 0.82% | +796+52.1% | Added |
| WoodTrust Financial Corp | 2,326 | $1.81M | 0.29% | +364+18.6% | Added |
| Stockman Wealth Management, Inc. | 2,330 | $1.81M | 0.32% | +76+3.4% | Added |
| Liberty Capital Management, Inc. | 2,335 | $1.82M | 0.45% | −15−0.6% | Reduced |
| Compass Ion Advisors, LLC | 2,340 | $1.82M | 0.26% | +117+5.3% | Added |
| Union Savings Bank | 2,353 | $1.83M | 0.96% | −197−7.7% | Reduced |
| Cunning Capital Partners, LP | 2,355 | $1.83M | 1.01% | +2,355 | New |
| Vivaldi Capital Management, LLC | 2,419 | $1.84M | 0.54% | −186−7.1% | Reduced |
| Nixon Peabody Trust Co | 2,365 | $1.84M | 0.17% | +575+32.1% | Added |
| Facet Wealth, Inc. | 2,403 | $1.84M | 0.06% | +27+1.1% | Added |
| Mizuho Securities Co. Ltd. | 2,380 | $1.85M | 10.19% | +2,380 | New |
| Main Street Financial Solutions, LLC | 2,381 | $1.85M | 0.20% | +1,505+171.8% | Added |
| Quadrant Private Wealth Management, LLC | 2,381 | $1.85M | 0.47% | +31+1.3% | Added |
| Peoples Bank | 2,383 | $1.85M | 1.03% | +20+0.8% | Added |
| LS Investment Advisors, LLC | 2,384 | $1.85M | 0.29% | −10.0% | Reduced |
| Carlson Capital Management | 2,386 | $1.86M | 0.09% | −234−8.9% | Reduced |
| Greatmark Investment Partners, Inc. | 2,387 | $1.86M | 0.26% | +64+2.8% | Added |
| Red Spruce Capital, LLC | 2,391 | $1.86M | 0.86% | −703−22.7% | Reduced |
| Retirement Income Solutions, Inc | 2,393 | $1.86M | 0.42% | +1,500+168.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,380 | $1.86M | 0.26% | −2,602−52.2% | Reduced |
| Atlas Capital Advisors LLC | 2,400 | $1.87M | 0.29% | −82−3.3% | Reduced |
| Point Break Capital Management, LLC | 2,401 | $1.87M | 2.27% | +1,036+75.9% | Added |
| Sonora Investment Management Group, LLC | 2,412 | $1.88M | 0.15% | +89+3.8% | Added |
| Heritage Trust Co | 2,412 | $1.88M | 0.25% | −78−3.1% | Reduced |
| Townsend Asset Management Corp | 2,418 | $1.88M | 0.75% | +20+0.8% | Added |
| Papp L Roy & Associates | 2,428 | $1.89M | 0.22% | −65−2.6% | Reduced |
| Marathon Capital Management | 2,430 | $1.89M | 0.45% | −130−5.1% | Reduced |
| Summit Financial, LLC | 2,435 | $1.89M | 0.11% | −345−12.4% | Reduced |
| Ti-Trust, Inc | 2,435 | $1.89M | 1.39% | −1,356−35.8% | Reduced |
| Cornerstone Advisory, LLC | 2,437 | $1.90M | 0.27% | +496+25.6% | Added |
| Personal Cfo Solutions, LLC | 2,438 | $1.90M | 0.30% | +58+2.4% | Added |
| Client First Investment Management LLC | 2,446 | $1.90M | 1.51% | +5+0.2% | Added |
| McAdam, LLC | 2,446 | $1.90M | 0.12% | +856+53.8% | Added |
| Gardner Lewis Asset Management L P | 2,450 | $1.91M | 0.57% | +2,450 | New |
| Farrow Financial Inc. | 2,452 | $1.91M | 1.34% | +30+1.2% | Added |
| Nadler Financial Group, Inc. | 2,457 | $1.91M | 0.24% | +30+1.2% | Added |
| Campbell Wealth Management | 2,462 | $1.92M | 0.19% | −85−3.3% | Reduced |
| Lyell Wealth Management, LP | 2,463 | $1.92M | 0.19% | +32+1.3% | Added |
| Relyea Zuckerberg Hanson LLC | 2,475 | $1.93M | 0.34% | +98+4.1% | Added |
| Borer Denton & Associates, Inc. | 2,475 | $1.93M | 0.68% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 2,476 | $1.93M | 1.19% | +1,840+289.3% | Added |
| Northern Financial Advisors Inc | 2,477 | $1.93M | 1.50% | −6−0.2% | Reduced |
| Greenwich Wealth Management LLC | 2,478 | $1.93M | 0.15% | +628+33.9% | Added |
| Lloyd Advisory Services, LLC. | 2,485 | $1.93M | 0.41% | +1,970+382.5% | Added |
| BBR Partners, LLC | 2,488 | $1.94M | 0.16% | −132−5.0% | Reduced |
| Fort Point Capital Partners LLC | 2,493 | $1.94M | 0.26% | −10−0.4% | Reduced |
| American Trust | 2,493 | $1.94M | 0.18% | +14+0.6% | Added |
| Wesleyan Assurance Society | 2,500 | $1.94M | 0.17% | 00.0% | Unchanged |
| Optas, LLC | 2,501 | $1.95M | 0.53% | +53+2.2% | Added |
| Cape Cod Five Cents Savings Bank | 2,502 | $1.95M | 0.19% | −31−1.2% | Reduced |
| Encompass Wealth Advisors, LLC | 2,502 | $1.95M | 0.52% | +2,502 | New |
| Bill Few Associates, Inc. | 2,504 | $1.95M | 0.79% | +392+18.6% | Added |
| Strategic Investment Advisors | 2,513 | $1.96M | 0.25% | −67−2.6% | Reduced |
| VGI Partners Ltd | 2,514 | $1.96M | 0.20% | −2,724−52.0% | Reduced |
| CVA Family Office, LLC | 2,516 | $1.96M | 0.35% | +6+0.2% | Added |
| Scientech Research LLC | 2,520 | $1.96M | 1.04% | +2,520 | New |
| Passumpsic Savings Bank | 2,523 | $1.96M | 1.25% | +2,523 | New |
| Cross Staff Investments Inc | 2,540 | $1.98M | 1.66% | −20−0.8% | Reduced |
| Rockline Wealth Management, LLC | 2,540 | $1.98M | 0.69% | +511+25.2% | Added |
| Regent Peak Wealth Advisors LLC | 2,540 | $1.98M | 0.50% | −100−3.8% | Reduced |
| FCG Investment Co | 2,542 | $1.98M | 1.58% | −219−7.9% | Reduced |
| West Michigan Advisors, LLC | 2,542 | $1.98M | 0.64% | −58−2.2% | Reduced |
| E&G Advisors, LP | 2,551 | $1.98M | 0.62% | +10.0% | Added |
| Corton Capital Inc. | 2,543 | $1.98M | 0.73% | −1,026−28.7% | Reduced |
| Broderick Brian C | 2,545 | $1.98M | 0.42% | +2,545 | New |
| Everpar Advisors LLC | 2,553 | $1.99M | 1.21% | −612−19.3% | Reduced |
| HF Advisory Group, LLC | 2,559 | $1.99M | 1.11% | −41−1.6% | Reduced |
| Accurate Wealth Management, LLC | 2,745 | $1.99M | 0.58% | −93−3.3% | Reduced |
| Park Edge Advisors, LLC | 2,563 | $1.99M | 0.56% | +1,061+70.6% | Added |
| DGS Capital Management, LLC | 2,575 | $2.00M | 0.57% | +648+33.6% | Added |
| Riverview Trust Co | 2,577 | $2.00M | 1.55% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,580 | $2.01M | 0.59% | +20+0.8% | Added |
| Rockland Trust Co | 2,580 | $2.01M | 0.11% | −338−11.6% | Reduced |
| Clear Investment Research, LLC | 2,591 | $2.02M | 2.71% | −32−1.2% | Reduced |
| Private Portfolio Partners LLC | 2,606 | $2.03M | 0.42% | −61−2.3% | Reduced |
| Fortis Group Advisors, LLC | 2,614 | $2.03M | 0.37% | +2,214+553.5% | Added |
| Lane & Associates LLC | 2,623 | $2.04M | 1.28% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,631 | $2.05M | 0.33% | −277−9.5% | Reduced |
| KKM Financial LLC | 2,634 | $2.05M | 1.00% | +2,634 | New |