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 |
|---|---|---|---|---|---|
| Paragon Advisors, LLC | 3,562 | $2.77M | 1.12% | +1,332+59.7% | Added |
| Burns J W & Co Inc | 3,576 | $2.78M | 0.39% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 3,580 | $2.79M | 1.60% | −400−10.1% | Reduced |
| Planned Solutions, Inc. | 3,580 | $2.79M | 1.37% | +154+4.5% | Added |
| Sippican Capital Advisors | 3,586 | $2.79M | 2.17% | −1,091−23.3% | Reduced |
| Steward Partners Investment Solutions, LLC | 3,589 | $2.79M | 0.47% | +865+31.8% | Added |
| Procyon Private Wealth Partners, LLC | 3,593 | $2.80M | 0.22% | −231−6.0% | Reduced |
| Patron Partners Advisors, LLC | 3,603 | $2.80M | 1.71% | +3+0.1% | Added |
| Avidian Wealth Solutions, LLC | 3,608 | $2.81M | 0.15% | +664+22.6% | Added |
| Claro Advisors LLC | 3,614 | $2.81M | 0.49% | +2,272+169.3% | Added |
| Baker Tilly Wealth Management, LLC | 3,623 | $2.82M | 0.51% | −517−12.5% | Reduced |
| Opinicus Capital, Inc. | 3,625 | $2.82M | 2.50% | +40+1.1% | Added |
| Van Cleef Asset Management,Inc | 3,631 | $2.82M | 0.36% | −45−1.2% | Reduced |
| Clean Yield Group | 3,633 | $2.83M | 1.10% | −110−2.9% | Reduced |
| Catalina Capital Group, LLC | 3,638 | $2.83M | 1.21% | +1,694+87.1% | Added |
| Peak Financial Advisors LLC | 3,650 | $2.84M | 1.73% | −354−8.8% | Reduced |
| InTrack Investment Management Inc | 3,653 | $2.84M | 2.11% | −425−10.4% | Reduced |
| Chesapeake Wealth Management | 3,672 | $2.86M | 1.04% | −509−12.2% | Reduced |
| Aureus Asset Management, LLC | 3,677 | $2.86M | 0.20% | +23+0.6% | Added |
| Royal Capital Wealth Management, LLC | 3,678 | $2.86M | 2.25% | +484+15.2% | Added |
| VeraBank, N.A. | 3,679 | $2.86M | 0.89% | −146−3.8% | Reduced |
| Owen LaRue, LLC | 3,686 | $2.87M | 1.79% | −176−4.6% | Reduced |
| Parcion Private Wealth LLC | 3,687 | $2.87M | 0.25% | +14+0.4% | Added |
| United Bank | 3,688 | $2.87M | 1.46% | −121−3.2% | Reduced |
| Steel Peak Wealth Management LLC | 3,694 | $2.87M | 0.15% | +492+15.4% | Added |
| Oxford Wealth Group, LLC | 3,698 | $2.88M | 2.62% | +3,698 | New |
| Kuhn & Co Investment Counsel | 3,702 | $2.88M | 2.71% | −359−8.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,707 | $2.88M | 0.71% | −232−5.9% | Reduced |
| Gryphon Financial Partners LLC | 3,713 | $2.89M | 0.48% | +1,389+59.8% | Added |
| Handelsinvest Investeringsforvaltning | 3,721 | $2.90M | 1.39% | −672−15.3% | Reduced |
| Trust Point Inc. | 3,736 | $2.91M | 0.23% | +52+1.4% | Added |
| Brooks, Moore & Associates, Inc. | 3,736 | $2.91M | 1.86% | −50−1.3% | Reduced |
| Copperwynd Financial, LLC | 3,736 | $2.91M | 1.05% | +405+12.2% | Added |
| Accuvest Global Advisors | 3,750 | $2.92M | 1.28% | −150−3.8% | Reduced |
| Rational Advisors LLC | 3,750 | $2.92M | 0.27% | +3,750 | New |
| Olistico Wealth, LLC | 3,750 | $2.92M | 2.11% | +751+25.0% | Added |
| Eagle Rock Investment Company, LLC | 3,758 | $2.92M | 0.54% | −479−11.3% | Reduced |
| Shilanski & Associates, Inc. | 3,766 | $2.93M | 1.01% | −161−4.1% | Reduced |
| Millennium Capital Advisors, LLC | 3,781 | $2.94M | 2.08% | +22+0.6% | Added |
| Midland Wealth Advisors LLC | 3,782 | $2.94M | 0.18% | −403−9.6% | Reduced |
| Family Management Corp | 3,783 | $2.94M | 0.54% | +3,783 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 3,792 | $2.95M | 0.32% | +47+1.3% | Added |
| Mitchell Sinkler & Starr | 3,802 | $2.96M | 0.74% | −10,359−73.2% | Reduced |
| Bellecapital International Ltd. | 3,816 | $2.97M | 0.66% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 3,821 | $2.97M | 0.07% | +239+6.7% | Added |
| Pennsylvania Capital Management Inc | 3,822 | $2.97M | 1.22% | −29−0.8% | Reduced |
| Grimes & Company, Inc. | 3,832 | $2.98M | 0.09% | −1,047−21.5% | Reduced |
| Lumbard & Kellner, LLC | 3,835 | $2.98M | 1.45% | −1,530−28.5% | Reduced |
| Westwood Holdings Group Inc. | 3,839 | $2.99M | 0.02% | +196+5.4% | Added |
| Doheny Asset Management | 3,856 | $3.00M | 2.47% | +3,209+496.0% | Added |
| Commerzbank Aktiengesellschaft | 3,865 | $3.01M | 0.10% | +959+33.0% | Added |
| JB Capital LLC | 3,870 | $3.01M | 0.20% | +2,904+300.6% | Added |
| Private Wealth Partners, LLC | 3,880 | $3.02M | 0.24% | −850−18.0% | Reduced |
| RF&L Wealth Management, LLC | 3,884 | $3.02M | 2.33% | −330−7.8% | Reduced |
| Bourne Lent Asset Management Inc | 3,886 | $3.02M | 1.22% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 3,890 | $3.03M | 1.50% | +14+0.4% | Added |
| Fishman Jay A Ltd | 3,891 | $3.03M | 0.33% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,892 | $3.03M | 0.16% | −80−2.0% | Reduced |
| Ledyard National Bank | 3,898 | $3.03M | 0.29% | −100−2.5% | Reduced |
| CTC LLC | 3,909 | $3.04M | 0.05% | +3,909 | New |
| Arkadios Wealth Advisors | 3,911 | $3.04M | 0.24% | +107+2.8% | Added |
| Humankind Investments LLC | 3,915 | $3.05M | 0.81% | −867−18.1% | Reduced |
| Lattice Capital Management, LLC | 3,918 | $3.05M | 3.09% | −400−9.3% | Reduced |
| Camden Capital, LLC | 3,919 | $3.05M | 0.27% | −6,014−60.5% | Reduced |
| Stokes Family Office, LLC | 3,922 | $3.05M | 0.38% | −231−5.6% | Reduced |
| Certified Advisory Corp | 3,922 | $3.05M | 0.43% | −8−0.2% | Reduced |
| Eagle Wealth Strategies LLC | 4,015 | $3.05M | 2.48% | +10+0.2% | Added |
| Eqis Capital Management, Inc. | 3,936 | $3.06M | 0.25% | −136−3.3% | Reduced |
| Ifrah Financial Services, Inc. | 3,942 | $3.07M | 0.86% | −217−5.2% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 3,947 | $3.07M | 2.71% | +2,053+108.4% | Added |
| BCGM Wealth Management, LLC | 3,950 | $3.07M | 1.10% | +14+0.4% | Added |
| Western Financial Corp | 3,962 | $3.08M | 1.89% | +1,274+47.4% | Added |
| Rehmann Capital Advisory Group | 3,972 | $3.09M | 0.23% | −61−1.5% | Reduced |
| Aspen Grove Capital, LLC | 3,977 | $3.09M | 0.88% | +76+1.9% | Added |
| CWA Asset Management Group, LLC | 3,985 | $3.10M | 0.19% | +713+21.8% | Added |
| Berkshire Asset Management LLC | 3,986 | $3.10M | 0.16% | −58−1.4% | Reduced |
| Wallington Asset Management, LLC | 3,992 | $3.11M | 0.49% | −80−2.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,993 | $3.11M | 0.24% | −1,921−32.5% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $3.11M | 1.58% | +1,700+73.9% | Added |
| Silphium Asset Management Ltd | 4,004 | $3.11M | 1.61% | +4+0.1% | Added |
| CRA Financial Services, LLC | 4,008 | $3.12M | 0.68% | −84−2.1% | Reduced |
| Tyche Wealth Partners LLC | 4,009 | $3.12M | 0.76% | +923+29.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 5,373 | $3.13M | 1.20% | −204−3.7% | Reduced |
| Manchester Capital Management LLC | 4,049 | $3.15M | 0.39% | +1,025+33.9% | Added |
| Angeles Wealth Management, LLC | 4,053 | $3.15M | 0.32% | +644+18.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 4,054 | $3.15M | 0.79% | +22+0.5% | Added |
| Argent Advisors, Inc. | 4,056 | $3.16M | 1.25% | −21−0.5% | Reduced |
| Carr Financial Group Corp | 4,068 | $3.16M | 1.05% | −318−7.3% | Reduced |
| Baader Bank INC | 4,071 | $3.17M | 0.26% | +3,031+291.4% | Added |
| JT Stratford LLC | 4,105 | $3.19M | 0.64% | −406−9.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,106 | $3.19M | 0.89% | −316−7.1% | Reduced |
| Boothe Investment Group, Inc. | 4,110 | $3.20M | 1.61% | −5,505−57.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,111 | $3.20M | 0.47% | +270+7.0% | Added |
| CMG Global Holdings, LLC | 4,119 | $3.20M | 2.20% | −164−3.8% | Reduced |
| Legato Capital Management LLC | 4,119 | $3.20M | 0.39% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4,127 | $3.21M | 0.11% | +18+0.4% | Added |
| Thomasville National Bank | 4,129 | $3.21M | 0.26% | −445−9.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 4,133 | $3.22M | 1.33% | −32−0.8% | Reduced |
| Mechanics Bank Trust Department | 4,139 | $3.22M | 0.47% | −568−12.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,150 | $3.23M | 0.53% | +390+10.4% | Added |