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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
Adams Wealth Management349$271.8K0.07%00.0%Unchanged
Paradigm Asset Management Co LLC350$272.3K0.07%−150−30.0%Reduced
Legend Financial Advisors, Inc.350$272.3K0.20%00.0%Unchanged
Stordahl Capital Management, Inc.350$272.4K0.07%00.0%Unchanged
Tyler-Stone Wealth Management351$273.1K0.12%+96+37.6%Added
Cornerstone Wealth Advisors, Inc.352$273.8K0.08%00.0%Unchanged
Instrumental Wealth, LLC339$274.1K0.12%+339New
Fairview Capital Investment Management, LLC353$274.6K0.02%+353New
Fund Evaluation Group, LLC353$275.0K0.02%+353New
Annapolis Financial Services, LLC355$276.2K0.09%−404−53.2%Reduced
Provenance Wealth Advisors, LLC355$276.2K0.04%−6−1.7%Reduced
Financial Perspectives, Inc356$277.0K0.10%−2−0.6%Reduced
Cascade Investment Advisors, Inc.360$280.1K0.18%−27−7.0%Reduced
Bruce G. Allen Investments, LLC360$280.1K0.23%−6−1.6%Reduced
Burke & Herbert Bank & Trust Co360$280.1K0.21%00.0%Unchanged
Blue Square Asset Management, LLC360$280.1K0.19%00.0%Unchanged
Dash Acquisitions Inc.373$280.2K0.09%+41+12.3%Added
Sterling Financial Group, Inc.361$280.8K0.13%+4+1.1%Added
Mason & Associates Inc361$280.8K0.07%+361New
Balanced Rock Investment Advisor362$281.6K0.24%−139−27.7%Reduced
MAS Advisors LLC362$281.6K0.33%+362New
REDW Wealth LLC363$282.4K0.08%00.0%Unchanged
Goldstone Financial Group, LLC363$282.5K0.06%+10+2.8%Added
Slagle Financial, LLC363$282.7K0.15%−527−59.2%Reduced
Kapitalo Investimentos Ltda366$284.7K0.06%−157−30.0%Reduced
Coordinated Financial Services, Inc.366$284.9K0.25%+366New
Highlander Capital Management, LLC367$285.5K0.10%−100−21.4%Reduced
Gibbs Wealth Management367$285.5K0.16%+367New
Lutz Financial Services LLC368$286.3K0.03%−13−3.4%Reduced
Round Rock Advisors, LLC369$287.1K0.07%+369New
Cornerstone Management, Inc.369$287.3K0.06%−15−3.9%Reduced
Meredith Wealth Planning370$288.2K0.16%−36−8.9%Reduced
Valued Retirements, Inc.371$288.3K0.46%00.0%Unchanged
Todd Asset Management LLC371$288.6K0.01%00.0%Unchanged
West Bancorporation Inc371$288.6K0.19%00.0%Unchanged
Royal Fund Management, LLC374$291.0K0.03%+7+1.9%Added
Carlton Hofferkamp & Jenks Wealth Management, LLC402$291.4K0.12%+5+1.3%Added
Planning Capital Management Corp375$291.7K0.21%−55−12.8%Reduced
PFS Partners, LLC375$291.8K0.20%−25−6.3%Reduced
Wall Street Access Asset Management, LLC376$292.5K0.12%00.0%Unchanged
Francis Financial, Inc.376$292.8K0.09%+1+0.3%Added
Landaas & Co377$293.0K0.10%00.0%Unchanged
Quad-Cities Investment Group, LLC377$293.6K0.17%−22−5.5%Reduced
Wilson & Boucher Capital Management, LLC377$293.6K0.23%+377New
Fielder Capital Group LLC378$293.7K0.13%−12−3.1%Reduced
Titleist Asset Management, LLC378$293.8K0.05%+378New
Disciplined Investments, LLC378$294.1K0.16%−14−3.6%Reduced
Level Financial Advisors, Inc.378$294.2K0.13%00.0%Unchanged
Castleview Partners, LLC380$295.6K0.17%00.0%Unchanged
Clark Financial Services Group Inc381$296.0K0.36%+13+3.5%Added
Whelan Financial381$296.5K0.14%+381New
Parkside Advisors LLC382$297.2K0.08%00.0%Unchanged
Peak Asset Management, LLC383$298.0K0.06%−61−13.7%Reduced
Helen Stephens Group, LLC384$298.7K0.12%+13+3.5%Added
Ellsworth Advisors, LLC398$299.1K0.09%+5+1.3%Added
ORBA Wealth Advisors, L.L.C.385$299.5K0.17%+15+4.1%Added
Mountain Pacific Investment Advisers Inc385$299.5K0.02%00.0%Unchanged
Lifestyle Asset Management, Inc.388$301.8K0.18%−54−12.2%Reduced
Petix & Botte Co388$301.8K0.07%−388−50.0%Reduced
Clarity Capital Partners LLC389$302.6K0.20%+389New
Quaker Wealth Management, LLC389$302.9K0.12%00.0%Unchanged
Jessup Wealth Management, Inc390$303.1K0.13%+390New
Kohmann Bosshard Financial Services, LLC390$303.4K0.04%00.0%Unchanged
Leeward Financial Partners, LLC391$304.2K0.13%+391New
SilverOak Wealth Management LLC391$304.2K0.08%+391New
Wellspring Financial Advisors, LLC392$305.1K0.05%+392New
Algert Global LLC394$306.5K0.01%−640−61.9%Reduced
C M Bidwell & Associates Ltd395$307.3K0.21%−270−40.6%Reduced
Sage Investment Advisers LLC395$307.5K0.35%−211−34.8%Reduced
WestHill Financial Advisors, Inc.396$308.1K0.08%−80−16.8%Reduced
Trilogy Capital Inc.396$308.2K0.02%+396New
Vantage Financial Partners, LLC398$309.3K0.08%+5+1.3%Added
Raffa Wealth Management, LLC398$309.3K0.09%−7−1.7%Reduced
Summit Wealth Partners, LLC398$309.5K0.07%00.0%Unchanged
Halpern Financial, Inc.400$310.4K0.09%00.0%Unchanged
Cardinal Point Capital Management, ULC399$310.4K0.06%+3+0.8%Added
Vance Wealth, Inc.399$310.4K0.12%+33+9.0%Added
Iams Wealth Management, LLC410$310.6K0.19%+410New
Iyo Bank, Ltd.400$311.0K0.12%+400New
American Institute for Advanced Investment Management, LLP400$311.2K0.25%00.0%Unchanged
Pine Haven Investment Counsel, Inc400$311.2K0.27%00.0%Unchanged
Capital Advisors Wealth Management, LLC400$311.3K0.06%00.0%Unchanged
May Barnhard Investments LLC400$311.5K0.16%−60−13.0%Reduced
Gradient Investments LLC401$311.6K0.01%−497−55.3%Reduced
Paces Ferry Wealth Advisors, LLC401$312.0K0.20%+401New
Advanced Asset Management Advisors Inc401$312.3K0.08%00.0%Unchanged
Culbertson A N & Co Inc403$313.5K0.05%00.0%Unchanged
Interchange Capital Partners, LLC403$313.5K0.21%+29+7.8%Added
Seldon Capital LP404$314.3K0.19%00.0%Unchanged
Kooman & Associates404$314.3K0.13%+10+2.5%Added
Horst & Graben Wealth Management LLC404$314.5K0.06%00.0%Unchanged
Howard Financial Services, Ltd.405$314.7K0.05%−5−1.2%Reduced
RIA Advisory Group LLC405$315.0K0.13%+405New
Burkett Financial Services, LLC406$315.8K0.16%+16+4.1%Added
ML & R Wealth Management LLC408$317.4K0.07%+55+15.6%Added
Norris Perne & French LLP408$317.6K0.02%+408New
Operose Advisors LLC409$318.2K0.11%00.0%Unchanged
Triad Wealth Partners, LLC409$318.2K0.24%+409New
Capasso Planning Partners LLC409$318.2K0.13%−8−1.9%Reduced
Truvestments Capital LLC410$318.8K0.12%00.0%Unchanged