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 |
|---|---|---|---|---|---|
| Optimist Retirement Group LLC | 3,051 | $2.37M | 1.22% | −1,257−29.2% | Reduced |
| J. Goldman & Co LP | 3,059 | $2.38M | 0.11% | −37,102−92.4% | Reduced |
| Portside Wealth Group, LLC | 3,064 | $2.38M | 0.44% | −51−1.6% | Reduced |
| Blueprint Investment Partners LLC | 3,064 | $2.38M | 0.47% | −141−4.4% | Reduced |
| Farmers National Bank | 3,075 | $2.39M | 0.71% | +6+0.2% | Added |
| BSW Wealth Partners | 3,078 | $2.39M | 0.41% | −91−2.9% | Reduced |
| Symphony Financial, Ltd. Co. | 3,084 | $2.40M | 0.56% | −1,275−29.2% | Reduced |
| Trustmark National Bank Trust Department | 3,085 | $2.40M | 0.20% | +244+8.6% | Added |
| Archer Investment Corp | 3,095 | $2.41M | 0.72% | −489−13.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,097 | $2.41M | 0.70% | −134−4.1% | Reduced |
| First County Bank | 3,109 | $2.42M | 1.18% | −99−3.1% | Reduced |
| Crown Wealth Group, LLC | 3,112 | $2.42M | 1.25% | −53−1.7% | Reduced |
| Strategic Planning Group, LLC | 3,120 | $2.43M | 0.61% | −588−15.9% | Reduced |
| MONECO Advisors, LLC | 3,129 | $2.43M | 0.39% | +98+3.2% | Added |
| MRP Capital Investments, LLC | 3,130 | $2.44M | 2.45% | −210−6.3% | Reduced |
| CIC Wealth, LLC | 3,134 | $2.44M | 0.71% | +227+7.8% | Added |
| Game Plan Financial Advisors, LLC | 3,137 | $2.44M | 1.24% | −5−0.2% | Reduced |
| Clear Creek Financial Management, LLC | 3,140 | $2.44M | 0.31% | +572+22.3% | Added |
| Veracity Capital LLC | 3,149 | $2.45M | 0.95% | −47−1.5% | Reduced |
| WJ Wealth Management, LLC | 3,150 | $2.45M | 0.98% | +906+40.4% | Added |
| IFG Advisory, LLC | 3,157 | $2.46M | 0.18% | +169+5.7% | Added |
| SlateStone Wealth, LLC | 3,166 | $2.46M | 0.25% | +33+1.1% | Added |
| Roundview Capital LLC | 3,170 | $2.47M | 0.20% | +337+11.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,172 | $2.47M | 0.31% | −255−7.4% | Reduced |
| Stiles Financial Services Inc | 3,186 | $2.48M | 0.99% | −78−2.4% | Reduced |
| Chilton Investment Co LLC | 3,190 | $2.48M | 0.07% | +133+4.4% | Added |
| Ascension Asset Management LLC | 3,190 | $2.48M | 1.34% | +3,190 | New |
| TFG Advisers LLC | 3,191 | $2.48M | 0.97% | −38−1.2% | Reduced |
| RKL Wealth Management LLC | 3,198 | $2.49M | 0.25% | +194+6.5% | Added |
| Taylor Financial Group, Inc. | 3,199 | $2.49M | 1.89% | −10.0% | Reduced |
| David Loasby | 3,298 | $2.50M | 0.25% | +352+11.9% | Added |
| High Note Wealth, LLC | 3,210 | $2.50M | 0.81% | −777−19.5% | Reduced |
| Benedetti & Gucer, Inc. | 3,214 | $2.50M | 1.24% | +155+5.1% | Added |
| Massmutual Trust Co FSB | 3,219 | $2.50M | 0.08% | −3,233−50.1% | Reduced |
| Barden Capital Management, Inc. | 3,238 | $2.52M | 2.43% | −538−14.2% | Reduced |
| Souders Financial Advisors | 3,239 | $2.52M | 0.40% | +82+2.6% | Added |
| Wealth Dimensions Group, Ltd. | 3,242 | $2.52M | 0.74% | +260+8.7% | Added |
| Davidson Capital Management Inc. | 3,242 | $2.52M | 0.81% | +3,242 | New |
| Financial Sense Advisors, Inc. | 3,244 | $2.52M | 0.90% | +28+0.9% | Added |
| City State Bank | 3,245 | $2.52M | 1.11% | −203−5.9% | Reduced |
| Deseret Mutual Benefit Administrators | 3,246 | $2.53M | 1.26% | +187+6.1% | Added |
| Glen Eagle Advisors, LLC | 3,247 | $2.53M | 0.48% | +209+6.9% | Added |
| Spirit of America Management Corp | 3,250 | $2.53M | 0.51% | 00.0% | Unchanged |
| Congress Park Capital LLC | 3,252 | $2.53M | 1.12% | −181−5.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,253 | $2.53M | 1.10% | +3,253 | New |
| Accredited Investors Inc. | 3,254 | $2.53M | 0.16% | +168+5.4% | Added |
| Barr E S & Co | 3,261 | $2.54M | 0.17% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 3,263 | $2.54M | 1.04% | −214−6.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,267 | $2.54M | 0.01% | −512−13.5% | Reduced |
| WealthBridge Capital Management, LLC | 3,273 | $2.55M | 0.86% | +181+5.9% | Added |
| Ausdal Financial Partners, Inc. | 3,277 | $2.55M | 0.30% | +29+0.9% | Added |
| New Covenant Trust Company, N.A. | 3,278 | $2.55M | 2.55% | +3,278 | New |
| Wolf Group Capital Advisors | 5,440 | $2.55M | 1.21% | 00.0% | Unchanged |
| Main Street Research LLC | 3,281 | $2.55M | 0.17% | +149+4.8% | Added |
| Means Investment Co., Inc. | 3,282 | $2.55M | 0.33% | −3−0.1% | Reduced |
| Aries Wealth Management | 3,288 | $2.56M | 0.82% | −145−4.2% | Reduced |
| Mosaic Financial Group, LLC | 3,299 | $2.57M | 2.06% | +3,299 | New |
| Catalytic Wealth RIA, LLC | 3,324 | $2.59M | 0.52% | +895+36.8% | Added |
| Bangor Savings Bank | 3,326 | $2.59M | 0.26% | −47−1.4% | Reduced |
| Tectonic Advisors LLC | 3,334 | $2.59M | 0.20% | +3+0.1% | Added |
| Hills Bank & Trust Co | 3,344 | $2.60M | 0.22% | +199+6.3% | Added |
| Boothbay Fund Management, LLC | 3,351 | $2.61M | 0.08% | −4,577−57.7% | Reduced |
| Constitution Capital LLC | 3,355 | $2.61M | 1.47% | +2,910+653.9% | Added |
| Campion Asset Management LLC | 3,365 | $2.62M | 2.02% | −10−0.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,387 | $2.63M | 1.12% | −60−1.7% | Reduced |
| Linscomb & Williams, Inc. | 3,389 | $2.64M | 0.14% | +17+0.5% | Added |
| Prosperity Consulting Group, LLC | 3,395 | $2.64M | 0.33% | +2,211+186.7% | Added |
| Hanson & Doremus Investment Management | 3,400 | $2.65M | 0.46% | +3+0.1% | Added |
| Callan Capital, LLC | 3,407 | $2.65M | 0.23% | +579+20.5% | Added |
| Guardian Asset Advisors, LLC | 3,415 | $2.66M | 2.20% | +91+2.7% | Added |
| Oakworth Capital, Inc. | 3,424 | $2.66M | 0.20% | −209−5.8% | Reduced |
| Capital Market Strategies LLC | 3,424 | $2.66M | 2.03% | −26−0.8% | Reduced |
| Sandbox Financial Partners, LLC | 3,427 | $2.67M | 1.12% | +1,213+54.8% | Added |
| Ironwood Investment Counsel, LLC | 3,428 | $2.67M | 0.47% | +10.0% | Added |
| Centerpoint Advisors, LLC | 3,428 | $2.67M | 1.00% | −5−0.1% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,430 | $2.67M | 0.28% | +10.0% | Added |
| Boston Trust Walden Corp | 3,441 | $2.68M | 0.02% | −185−5.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 3,445 | $2.68M | 0.04% | −398−10.4% | Reduced |
| Tufton Capital Management | 3,452 | $2.69M | 0.53% | +1,116+47.8% | Added |
| United Bank | 3,456 | $2.69M | 0.32% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 3,458 | $2.69M | 0.71% | +590+20.6% | Added |
| Summit X, LLC | 3,429 | $2.69M | 0.69% | −229−6.3% | Reduced |
| WealthShield Partners, LLC | 3,465 | $2.70M | 0.44% | −770−18.2% | Reduced |
| Berkshire Bank | 3,475 | $2.70M | 0.67% | −4−0.1% | Reduced |
| Harvest Investment Services, LLC | 3,475 | $2.70M | 1.09% | −308−8.1% | Reduced |
| DF Dent & Co Inc | 3,478 | $2.71M | 0.03% | −16−0.5% | Reduced |
| First National Bank & Trust Co of Newtown | 3,484 | $2.71M | 0.55% | −50−1.4% | Reduced |
| Capitol Family Office, Inc. | 3,489 | $2.71M | 3.51% | −157−4.3% | Reduced |
| Peterson Wealth Management | 3,489 | $2.71M | 1.96% | +700+25.1% | Added |
| Ellevest, Inc. | 3,501 | $2.72M | 0.17% | +87+2.5% | Added |
| Little House Capital LLC | 3,503 | $2.73M | 0.90% | +988+39.3% | Added |
| LVW Advisors, LLC | 3,504 | $2.73M | 0.46% | −356−9.2% | Reduced |
| Keystone Financial Group | 3,511 | $2.73M | 0.40% | +1,118+46.7% | Added |
| River Street Advisors LLC | 3,517 | $2.74M | 1.85% | +5+0.1% | Added |
| EverSource Wealth Advisors, LLC | 3,509 | $2.74M | 0.22% | +420+13.6% | Added |
| Hanlon Investment Management, Inc. | 3,534 | $2.75M | 0.84% | +112+3.3% | Added |
| Stablepoint Partners, LLC | 3,537 | $2.75M | 0.56% | +779+28.2% | Added |
| Revere Asset Management, Inc | 3,549 | $2.76M | 3.58% | +3,549 | New |
| John G Ullman & Associates Inc | 3,558 | $2.77M | 0.42% | −440−11.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 3,560 | $2.77M | 1.31% | +150+4.4% | Added |