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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; 4,644 institutions reported holding it in 13F filings for Q2 2026, worth $942.8B 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: 4,644 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: $942.8B
Institutions holding LLY and their total value by quarter
QuarterHoldersValue
Q2 20264,644$942.8B
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
Ellenbecker Investment Group290$225.7K0.05%+290New
Callan Family Office, LLC291$226.4K0.05%+291New
Arq Wealth Advisors, LLC291$226.4K0.10%+291New
Values Added Financial LLC292$227.2K0.18%+292New
Security National Bank293$227.9K0.03%−34−10.4%Reduced
Acorn Financial Advisory Services Inc293$227.9K0.04%+293New
RE Dickinson Investment Advisors, LLC293$228.0K0.14%00.0%Unchanged
Beirne Wealth Consulting Services, LLC294$228.7K0.10%−292−49.8%Reduced
Dorchester Wealth Management Co294$228.7K0.04%+294New
Iron Financial, LLC295$229.8K0.13%+295New
Covestor Ltd296$230.0K0.15%+18+6.5%Added
Pflug Koory, LLC296$230.3K0.11%00.0%Unchanged
Matrix Asset Advisors Inc297$231.1K0.03%+297New
Conrad Siegel Investment Advisors, Inc.297$231.1K0.07%+297New
Secured Retirement Advisors, LLC298$231.8K0.20%+298New
Financial Partners Group, LLC298$231.9K0.09%+298New
LifePlan Investment Advisors, Inc.298$231.9K0.18%+298New
Tennessee Valley Asset Management Partners298$231.9K0.06%−12−3.9%Reduced
Financial Insights, Inc.299$232.6K0.06%+299New
LifeSteps Financial, Inc.299$232.6K0.18%+299New
Knott David M Jr300$233.0K0.08%00.0%Unchanged
RFG Holdings, Inc.299$233.0K0.10%+299New
Columbus Macro, LLC300$233.4K0.09%−94−23.9%Reduced
Auour Investments LLC300$233.4K0.09%+300New
Bridgewealth Advisory Group, LLC300$233.4K0.11%+300New
Lazari Capital Management, Inc.300$233.4K0.13%+300New
HRC Wealth Management, LLC300$233.4K0.17%+300New
Fiduciary Alliance LLC307$233.5K0.04%+307New
Archetype Wealth Partners301$234.0K0.04%+301New
America First Investment Advisors, LLC301$234.2K0.06%00.0%Unchanged
Joseph P. Lucia & Associates, LLC301$234.2K0.13%+301New
Evolution Wealth Advisors, LLC303$235.7K0.05%+303New
Cornercap Investment Counsel Inc304$236.5K0.04%+304New
Bogart Wealth, LLC304$236.6K0.01%+15+5.2%Added
Lederer & Associates Investment Counsel305$237.0K0.16%+305New
Schneider Downs Wealth Management Advisors, LP305$237.3K0.05%−119−28.1%Reduced
Davy Global Fund Management Ltd305$237.3K0.03%−59−16.2%Reduced
Fonville Wealth Management LLC305$237.3K0.11%+305New
Templeton & Phillips Capital Management, LLC306$238.1K0.22%+306New
Envoi LLC306$238.1K0.56%+306New
Objective Capital Management, LLC307$239.0K0.16%+307New
Bell Investment Advisors, Inc308$239.6K0.05%+8+2.7%Added
Sharp Financial Services, LLC310$241.2K0.22%−120−27.9%Reduced
Leonard Rickey Investment Advisors P.L.L.C.312$242.7K0.06%+312New
Vantage Consulting Group Inc312$242.7K0.15%−78−20.0%Reduced
Sterneck Capital Management, LLC312$242.7K0.14%+312New
AllSquare Wealth Management LLC313$243.5K0.14%00.0%Unchanged
Brown Miller Wealth Management, LLC313$243.6K0.11%+313New
Novare Capital Management LLC314$244.3K0.02%+314New
Central Valley Advisors, LLC314$244.6K0.13%+314New
Horizon Bancorp Inc314$245.0K0.12%−7−2.2%Reduced
Waterway Wealth Management, LLC315$245.2K0.11%+315New
Noesis Capital Mangement Corp316$245.8K0.05%−623−66.3%Reduced
Coulter & Justus Financial Services, LLC316$245.8K0.05%−285−47.4%Reduced
J.Safra Asset Management Corp317$246.6K0.03%−284−47.3%Reduced
ERTS Wealth Advisors, LLC318$247.4K0.05%+318New
49 Wealth Management, LLC327$249.0K0.05%+327New
Goepper Burkhardt LLC328$249.3K0.12%+16+5.1%Added
Gerber, LLC322$250.5K0.21%+322New
MEMBERS Trust Co323$251.3K0.01%+323New
WMG Financial Advisors, LLC323$251.3K0.14%+323New
Syntax Research, Inc.323$251.3K0.19%+100+44.8%Added
Coppell Advisory Solutions Corp.324$252.1K0.05%+324New
Selective Wealth Management, Inc.331$252.2K0.11%+331New
Moser Wealth Advisors, LLC325$252.8K0.14%00.0%Unchanged
Twin Lakes Capital Management, LLC325$252.8K0.17%00.0%Unchanged
Lafayette Investments, Inc.325$252.8K0.06%+325New
Nelson Capital Management, LLC326$253.6K0.05%+326New
Courage Miller Partners, LLC327$254.4K0.09%+327New
James Hambro & Partners328$254.9K0.01%+328New
CCG Wealth Management, LLC330$256.7K0.15%+330New
Glass Jacobson Investment Advisors llc330$257.0K0.10%−12−3.5%Reduced
Gitterman Wealth Management, LLC332$258.0K0.10%+332New
Camarda Financial Advisors, LLC332$258.3K0.10%−267−44.6%Reduced
AMJ Financial Wealth Management332$258.6K0.09%−12−3.5%Reduced
Kiely Wealth Advisory Group, Inc.350$258.9K0.15%−68−16.3%Reduced
Unique Wealth, LLC334$259.8K0.07%+334New
Reuter James Wealth Management, LLC334$259.8K0.18%+334New
Lion Street Advisors, LLC446$260.5K0.11%00.0%Unchanged
Saxon Interests, Inc.335$260.6K0.12%+335New
Financial Avengers, Inc.343$260.8K0.14%+1+0.3%Added
Trillium Asset Management, LLC335$261.0K0.01%+335New
Syverson Strege & Co337$262.2K0.09%+337New
Capital Planning LLC337$262.2K0.09%+337New
Arrien Investments, Inc.338$262.9K0.21%−133−28.2%Reduced
Avenue 1 Advisors, LLC338$262.9K0.11%−15−4.2%Reduced
Lincoln Capital Corp338$262.9K0.12%+338New
Flynn Zito Capital Management, LLC338$263.3K0.14%+338New
GSG Advisors LLC340$263.8K0.10%−52−13.3%Reduced
TruNorth Capital Management, LLC340$264.5K0.09%+340New
Capstone Capital Wealth Advisors341$265.3K0.23%+341New
Summitry LLC341$265.3K0.01%+341New
Golden Road Advisors LLC342$266.1K0.22%−11−3.1%Reduced
Vista Investment Management343$266.8K0.11%−1−0.3%Reduced
Modus Advisors, LLC344$267.6K0.10%+344New
Planning Directions Inc345$268.0K0.19%+1+0.3%Added
Fidelity D & D Bancorp Inc345$268.4K0.20%−50−12.7%Reduced
AAFCPAs Wealth Management, LLC347$269.9K0.15%00.0%Unchanged
Cannon Financial Strategists, Inc.348$270.9K0.05%00.0%Unchanged
Notis-McConarty Edward349$271.5K0.11%−75−17.7%Reduced