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 |
|---|---|---|---|---|---|
| Taurus Asset Management, LLC | 2,640 | $2.05M | 0.21% | 00.0% | Unchanged |
| BFSG, LLC | 2,641 | $2.05M | 0.27% | +276+11.7% | Added |
| Burt Wealth Advisors | 2,645 | $2.06M | 0.52% | +226+9.3% | Added |
| Options Solutions, LLC | 2,654 | $2.06M | 1.18% | −146−5.2% | Reduced |
| Thomas Story & Son LLC | 2,655 | $2.06M | 0.87% | −75−2.7% | Reduced |
| Quotient Wealth Partners, LLC | 2,655 | $2.07M | 0.07% | −78−2.9% | Reduced |
| Tritonpoint Wealth, LLC | 3,802 | $2.07M | 0.22% | +141+3.9% | Added |
| Scholtz & Company, LLC | 2,661 | $2.07M | 0.91% | −3,659−57.9% | Reduced |
| Green Harvest Asset Management LLC | 2,667 | $2.07M | 0.05% | −9−0.3% | Reduced |
| Birinyi Associates Inc | 2,675 | $2.08M | 0.68% | +1,046+64.2% | Added |
| Mystic Asset Management, Inc. | 2,686 | $2.09M | 0.86% | +48+1.8% | Added |
| Chapman Investment Management, LLC | 2,695 | $2.10M | 1.54% | +2,695 | New |
| Garrison Asset Management, LLC | 2,697 | $2.10M | 1.10% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 2,701 | $2.10M | 1.12% | −102−3.6% | Reduced |
| Arlington Trust Co LLC | 2,701 | $2.10M | 0.54% | −84−3.0% | Reduced |
| SP Asset Management LLC | 2,703 | $2.10M | 0.20% | +4+0.1% | Added |
| Castle Rock Wealth Management, LLC | 2,709 | $2.10M | 0.57% | +352+14.9% | Added |
| Stonebridge Capital Advisors LLC | 2,708 | $2.11M | 0.19% | −118−4.2% | Reduced |
| First Foundation Advisors | 2,728 | $2.12M | 0.08% | −47−1.7% | Reduced |
| RB Capital Management, LLC | 2,729 | $2.12M | 0.57% | +243+9.8% | Added |
| Hendershot Investments Inc. | 2,732 | $2.13M | 0.30% | −130−4.5% | Reduced |
| Allstate Corp | 2,737 | $2.13M | 0.15% | −15−0.5% | Reduced |
| Prio Wealth Limited Partnership | 2,747 | $2.14M | 0.06% | +429+18.5% | Added |
| Virtu Financial LLC | 2,749 | $2.14M | 0.16% | +2,749 | New |
| Full Sail Capital, LLC | 2,756 | $2.14M | 0.15% | −30−1.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,759 | $2.15M | 0.13% | 00.0% | Unchanged |
| Human Investing LLC | 2,760 | $2.15M | 0.43% | −23−0.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,769 | $2.15M | 0.77% | +2,769 | New |
| Park Place Capital Corp | 2,792 | $2.17M | 0.78% | −246−8.1% | Reduced |
| Marino, Stram & Associates LLC | 2,795 | $2.17M | 0.51% | −14−0.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,797 | $2.18M | 0.25% | +10.0% | Added |
| Country Club Bank | 2,811 | $2.19M | 0.15% | −75−2.6% | Reduced |
| Gilman Hill Asset Management, LLC | 2,811 | $2.19M | 0.39% | −1,385−33.0% | Reduced |
| Physicians Financial Services, Inc. | 2,813 | $2.19M | 0.77% | +60+2.2% | Added |
| Wealth Effects LLC | 2,814 | $2.19M | 0.81% | −177−5.9% | Reduced |
| BLB&B Advisors, LLC | 2,815 | $2.19M | 0.12% | −6−0.2% | Reduced |
| Kavar Capital Partners Group, LLC | 2,818 | $2.19M | 0.40% | +1,920+213.8% | Added |
| Washburn Capital Management, Inc. | 2,820 | $2.19M | 1.62% | +107+3.9% | Added |
| Pegasus Asset Management, Inc. | 2,830 | $2.20M | 0.85% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,831 | $2.20M | 0.58% | −48−1.7% | Reduced |
| Vigilare Wealth Management | 2,850 | $2.22M | 1.09% | −439−13.3% | Reduced |
| MCF Advisors LLC | 2,855 | $2.22M | 0.17% | +145+5.4% | Added |
| Good Life Advisors, LLC | 2,856 | $2.22M | 0.20% | +480+20.2% | Added |
| Berger Financial Group, Inc | 2,856 | $2.22M | 0.18% | +104+3.8% | Added |
| WESPAC Advisors, LLC | 2,859 | $2.22M | 1.30% | +322+12.7% | Added |
| Patten Group, Inc. | 2,863 | $2.23M | 0.55% | −8−0.3% | Reduced |
| Wilkins Investment Counsel Inc | 2,864 | $2.23M | 0.33% | +1,886+192.8% | Added |
| Wright Investors Service Inc | 2,876 | $2.24M | 0.57% | −6−0.2% | Reduced |
| Central Bank & Trust Co | 2,880 | $2.24M | 0.32% | −224−7.2% | Reduced |
| Hudock, Inc. | 2,883 | $2.24M | 0.49% | −22−0.8% | Reduced |
| TCTC Holdings, LLC | 2,885 | $2.24M | 0.07% | +6+0.2% | Added |
| Laraway Financial Inc | 2,888 | $2.25M | 1.98% | −9−0.3% | Reduced |
| Cinctive Capital Management LP | 2,889 | $2.25M | 0.12% | +2,889 | New |
| Grandfield & Dodd, LLC | 2,890 | $2.25M | 0.14% | −70−2.4% | Reduced |
| Crescent Grove Advisors, LLC | 2,894 | $2.25M | 0.23% | −100−3.3% | Reduced |
| Costello Asset Management, INC | 2,903 | $2.26M | 1.62% | +6+0.2% | Added |
| Legacy Financial Advisors, Inc. | 2,904 | $2.26M | 0.40% | +97+3.5% | Added |
| Patrick M Sweeney & Associates, Inc | 2,906 | $2.26M | 1.86% | +9+0.3% | Added |
| PSI Advisors, LLC | 2,908 | $2.26M | 0.82% | −54−1.8% | Reduced |
| Cornerstone Enterprises, LLC | 2,981 | $2.27M | 1.67% | +2,981 | New |
| Monument Capital Management | 2,916 | $2.27M | 0.65% | +38+1.3% | Added |
| Marcum Wealth, LLC | 2,917 | $2.27M | 0.23% | +196+7.2% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,921 | $2.27M | 0.56% | +4+0.1% | Added |
| Biltmore Family Office, LLC | 2,924 | $2.27M | 0.45% | 00.0% | Unchanged |
| Breakwater Capital Group | 2,925 | $2.28M | 0.57% | +7+0.2% | Added |
| Forza Wealth Management, LLC | 2,925 | $2.28M | 1.18% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 2,927 | $2.28M | 0.49% | +2,927 | New |
| HHM Wealth Advisors, LLC | 2,930 | $2.28M | 0.38% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 2,933 | $2.28M | 1.46% | +300+11.4% | Added |
| Pavion Blue Capital, LLC | 2,943 | $2.29M | 1.13% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 2,945 | $2.29M | 0.03% | −322−9.9% | Reduced |
| Rakuten Securities, Inc. | 2,956 | $2.30M | 1.01% | +1,542+109.1% | Added |
| Pinpoint Asset Management Ltd | 2,962 | $2.30M | 0.37% | +2,962 | New |
| Buffington Mohr McNeal | 2,965 | $2.31M | 0.42% | −38−1.3% | Reduced |
| PFG Advisors | 2,968 | $2.31M | 0.17% | +954+47.4% | Added |
| Accent Capital Management, LLC | 2,974 | $2.31M | 2.00% | +171+6.1% | Added |
| Beach Investment Counsel Inc | 3,970 | $2.31M | 0.29% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 2,985 | $2.32M | 0.49% | +2,263+313.4% | Added |
| Benjamin Edwards Inc | 2,992 | $2.33M | 0.46% | +486+19.4% | Added |
| Summit Global Investments | 2,991 | $2.33M | 0.17% | +605+25.4% | Added |
| MJP Associates Inc | 2,994 | $2.33M | 0.51% | +604+25.3% | Added |
| Spears Abacus Advisors LLC | 2,998 | $2.33M | 0.05% | +752+33.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,002 | $2.34M | 0.96% | +4+0.1% | Added |
| Ibex Wealth Advisors | 6,384 | $2.34M | 0.63% | +6,374+63,740.0% | Added |
| Mattern Wealth Management LLC | 3,004 | $2.34M | 0.57% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,008 | $2.34M | 0.23% | −72−2.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,012 | $2.34M | 0.96% | +35+1.2% | Added |
| Advisory Alpha, LLC | 3,013 | $2.34M | 0.10% | +1,401+86.9% | Added |
| Centaurus Financial, Inc. | 3,014 | $2.35M | 0.16% | +1,011+50.5% | Added |
| Guardian Capital Advisors LP | 3,127 | $2.35M | 0.25% | −600−16.1% | Reduced |
| KPP Advisory Services LLC | 3,019 | $2.35M | 0.64% | −29−1.0% | Reduced |
| Diversify Advisory Services, LLC | 3,093 | $2.35M | 0.14% | +3,093 | New |
| Mayflower Financial Advisors, LLC | 3,032 | $2.36M | 0.39% | −107−3.4% | Reduced |
| Traveka Wealth, LLC | 3,037 | $2.36M | 1.09% | −1,143−27.3% | Reduced |
| Connecticut Wealth Management, LLC | 3,042 | $2.37M | 0.13% | +2+0.1% | Added |
| SFMG, LLC | 3,042 | $2.37M | 0.20% | −441−12.7% | Reduced |
| WealthTrust Asset Management, LLC | 3,044 | $2.37M | 1.80% | +4+0.1% | Added |
| AAFMAA Wealth Management & Trust LLC | 3,044 | $2.37M | 1.29% | +3,044 | New |
| Samalin Investment Counsel, LLC | 3,046 | $2.37M | 1.13% | −56−1.8% | Reduced |
| Alta Wealth Advisors LLC | 3,048 | $2.37M | 1.21% | 00.0% | Unchanged |