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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; 4,643 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
3,466
+234 vs. Q4 2023
Shares held
782.3M
−781.2K (−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
1,288 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.

Institutional holdersQ1 2024: 3,466 institutions
Q1 2021: 1,952 institutionsQ2 2021: 2,027 institutionsQ3 2021: 2,056 institutionsQ4 2021: 2,308 institutionsQ1 2022: 2,350 institutionsQ2 2022: 2,451 institutionsQ3 2022: 2,490 institutionsQ4 2022: 2,673 institutionsQ1 2023: 2,620 institutionsQ2 2023: 2,819 institutionsQ3 2023: 2,979 institutionsQ4 2023: 3,277 institutionsQ1 2024: 3,466 institutionsQ2 2024: 3,572 institutionsQ3 2024: 3,667 institutionsQ4 2024: 3,914 institutionsQ1 2025: 3,929 institutionsQ2 2025: 3,915 institutionsQ3 2025: 3,905 institutionsQ4 2025: 4,453 institutionsQ1 2026: 4,392 institutionsQ2 2026: 4,643 institutions
Value heldQ1 2024: $607.2B
Q1 2021: $148.0BQ2 2021: $182.0BQ3 2021: $183.1BQ4 2021: $218.0BQ1 2022: $225.8BQ2 2022: $255.6BQ3 2022: $256.1BQ4 2022: $288.4BQ1 2023: $269.7BQ2 2023: $366.7BQ3 2023: $421.9BQ4 2023: $457.2BQ1 2024: $607.2BQ2 2024: $707.0BQ3 2024: $687.4BQ4 2024: $602.9BQ1 2025: $688.4BQ2 2025: $610.1BQ3 2025: $583.5BQ4 2025: $843.2BQ1 2026: $712.9BQ2 2026: $942.7B
Institutions holding LLY and their total value by quarter
QuarterHoldersValue
Q2 20264,643$942.7B
Q1 20264,392$712.9B
Q4 20254,453$843.2B
Q3 20253,905$583.5B
Q2 20253,915$610.1B
Q1 20253,929$688.4B
Q4 20243,914$602.9B
Q3 20243,667$687.4B
Q2 20243,572$707.0B
Q1 20243,466$607.2B
Q4 20233,277$457.2B
Q3 20232,979$421.9B
Q2 20232,819$366.7B
Q1 20232,620$269.7B
Q4 20222,673$288.4B
Q3 20222,490$256.1B
Q2 20222,451$255.6B
Q1 20222,350$225.8B
Q4 20212,308$218.0B
Q3 20212,056$183.1B
Q2 20212,027$182.0B
Q1 20211,952$148.0B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q4 2023.

Institutions holding LLY in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Silicon Valley Capital Partners139$108.0K0.02%00.0%Unchanged
LFA - Lugano Financial Advisors SA139$108.1K0.08%00.0%Unchanged
True Wealth Design, LLC144$112.0K0.03%+107+289.2%Added
Briaud Financial Planning, Inc146$114.0K0.06%+146New
Pin Oak Investment Advisors Inc149$116.0K0.11%−30−16.8%Reduced
POM Investment Strategies, LLC150$116.7K0.10%00.0%Unchanged
Laffer Tengler Investments150$116.7K0.03%+111+284.6%Added
Main Street Group, LTD153$117.8K0.05%+12+8.5%Added
Semmax Financial Advisors Inc.157$119.2K0.04%+74+89.2%Added
FWL Investment Management, LLC154$119.8K0.07%+42+37.5%Added
MB, Levis & Associates, LLC166$128.8K0.07%+36+27.7%Added
Dynamic Wealth Strategies, LLC168$131.0K0.11%+33+24.4%Added
Private Wealth Management Group, LLC172$133.8K0.06%−2−1.1%Reduced
Abound Wealth Management172$134.1K0.05%+4+2.4%Added
Moisand Fitzgerald Tamayo, LLC175$136.1K0.02%00.0%Unchanged
Cape Investment Advisory, Inc.181$140.9K0.07%−35−16.2%Reduced
Abich Financial Wealth Management LLC184$143.1K0.11%+34+22.7%Added
Old Point Trust & Financial Services N A188$146.3K0.05%00.0%Unchanged
Transcendent Capital Group LLC195$151.7K0.09%00.0%Unchanged
FNY Investment Advisers, LLC200$155.0K0.10%−161−44.6%Reduced
Bellevue Asset Management, LLC200$155.6K0.09%00.0%Unchanged
Vinland Capital Management Gestora de Recursos LTDA.205$159.5K0.13%+205New
Emerald Mutual Fund Advisers Trust212$164.9K0.01%−7−3.2%Reduced
Ulland Investment Advisors, LLC214$166.0K0.13%+14+7.0%Added
Cranbrook Wealth Management, LLC219$170.4K0.04%−20−8.4%Reduced
Sugarloaf Wealth Management, LLC220$171.2K0.04%−208−48.6%Reduced
Creekmur Asset Management LLC222$172.7K0.06%+91+69.5%Added
Northwest Capital Management Inc228$177.4K0.06%00.0%Unchanged
WD Rutherford LLC240$186.7K0.10%+240New
BKM Wealth Management, LLC241$187.5K0.08%−9−3.6%Reduced
First Personal Financial Services241$187.5K0.04%−50−17.2%Reduced
TFC Financial Management243$189.1K0.03%−36−12.9%Reduced
First Community Trust NA245$190.6K0.18%+195+390.0%Added
Kelly Lawrence W & Associates Inc247$192.5K0.04%00.0%Unchanged
Emfo, LLC250$194.5K0.18%00.0%Unchanged
Goodwin Investment Advisory250$194.5K0.09%+250New
Gen-Wealth Partners Inc253$196.8K0.10%+253New
Horizons Wealth Management338$197.0K0.13%00.0%Unchanged
Phillips Wealth Planners LLC268$200.1K0.23%−187−41.1%Reduced
One Wealth Advisors, LLC258$200.7K0.03%+258New
Kolinsky Wealth Management, LLC258$200.7K0.15%+258New
Financial Advisory Corp258$201.0K0.08%+258New
tru Independence LLC259$201.4K0.06%+259New
Ade, LLC259$201.5K0.13%+259New
TCP Asset Management, LLC259$201.5K0.05%+259New
Compass Capital Management, Inc260$202.3K0.01%+260New
Capital Wealth Alliance, LLC260$202.6K0.12%+260New
Montz Harcus Wealth Management LLC261$202.8K0.14%+261New
Total Investment Management Inc261$203.0K0.03%+261New
AlphaQ Advisors LLC261$203.0K0.12%+261New
Investment Advisory Services Inc263$204.4K0.08%+263New
VCI Wealth Management LLC263$204.6K0.14%+263New
DDFG, Inc264$205.4K0.07%+264New
Stonehearth Capital Management, LLC265$206.2K0.09%+265New
Tradewinds Capital Management, LLC265$206.2K0.06%−35−11.7%Reduced
OmniStar Financial Group, Inc.265$206.4K0.19%+265New
McMahon Financial Advisors, LLC266$206.9K0.05%+266New
Rocky Mountain Advisers, LLC267$207.7K0.07%00.0%Unchanged
MWA Asset Management267$207.7K0.15%+267New
Core Wealth Partners LLC267$207.7K0.16%+267New
Buska Wealth Management, LLC267$208.0K0.09%+267New
Banco BTG Pactual S.A.268$208.5K0.06%−2,732−91.1%Reduced
Holistic Planning, LLC268$208.5K0.16%+268New
Allied Investment Advisors, LLC269$208.9K0.05%+269New
Mason Investment Advisory Services, Inc.269$209.3K0.01%+269New
Hollow Brook Wealth Management LLC270$210.0K0.08%+270New
Madrona Financial Services, LLC270$210.0K0.07%+270New
Objectivity Squared, LLC276$210.3K0.18%+276New
Sunesis Advisors, LLC271$210.8K0.12%+271New
Dodds Wealth, LLC271$210.8K0.09%+271New
Painted Porch Advisors LLC272$211.6K0.13%+272New
Disciplina Capital Management LLC272$211.9K0.04%00.0%Unchanged
FSA Wealth Management LLC274$213.2K0.09%00.0%Unchanged
W.G. Shaheen & Associates DBA Whitney & Co275$213.9K0.03%+275New
Waller Financial Planning Group, Inc275$213.9K0.06%+275New
Pacific Wealth Strategies Group, Inc.275$213.9K0.18%+275New
Ehrlich Financial Group276$214.7K0.18%+276New
Yarger Wealth Strategies, LLC276$214.8K0.15%+276New
KFA Private Wealth Group, LLC276$214.9K0.07%+276New
Citizens & Northern Corp278$216.3K0.07%−125−31.0%Reduced
Mendota Financial Group, LLC278$216.3K0.13%−196−41.4%Reduced
IMS Capital Management279$217.1K0.10%+279New
Carolinas Wealth Consulting LLC280$217.6K0.04%−40,996−99.3%Reduced
Shikiar Asset Management Inc280$218.0K0.06%+280New
Beacon Financial Advisory LLC280$218.1K0.11%+280New
Paradigm, Strategies in Wealth Management, LLC281$218.6K0.13%+281New
Bridgefront Capital, LLC282$219.4K0.17%+282New
Rappaport Reiches Capital Management, LLC284$221.0K0.07%+284New
Capital Counsel LLC285$221.7K0.01%+285New
Insight Wealth Partners, LLC285$221.7K0.14%+285New
Mattern Capital Management, LLC285$221.7K0.03%+285New
NDWM LLC286$222.5K0.20%+286New
FirstPurpose Wealth LLC293$223.3K0.08%+293New
Heartwood Wealth Advisors LLC287$223.3K0.03%+287New
Bullseye Investment Management, LLC287$223.3K0.13%+287New
Advance Capital Management, Inc.287$223.3K0.02%+287New
Horizon Wealth Management, LLC287$223.6K0.06%+287New
Kraft, Davis & Associates, LLC296$224.5K0.07%+296New
Rockbridge Investment Management, LCC289$224.6K0.03%00.0%Unchanged
Gordian Advisors LLC290$225.2K0.21%+290New