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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,644 | $942.8B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $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 |
|---|---|---|---|---|---|
| PBMares Wealth Management LLC | 482 | $375.0K | 0.10% | −742−60.6% | Reduced |
| Vertex Planning Partners, LLC | 482 | $375.0K | 0.10% | −39−7.5% | Reduced |
| Providence Capital Advisors, LLC | 483 | $375.8K | 0.08% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 483 | $375.8K | 0.31% | +67+16.1% | Added |
| Darwin Advisors, LLC | 483 | $376.1K | 0.10% | −49−9.2% | Reduced |
| Centennial Bank | 484 | $376.5K | 0.19% | 00.0% | Unchanged |
| Clifford Group, LLC | 485 | $377.3K | 0.31% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 486 | $377.8K | 0.23% | −1−0.2% | Reduced |
| Thrive Capital Management, LLC | 486 | $378.3K | 0.20% | +51+11.7% | Added |
| Bennett Selby Investments LP | 487 | $378.9K | 0.18% | +103+26.8% | Added |
| Alaethes Wealth LLC | 488 | $379.6K | 0.17% | −95−16.3% | Reduced |
| Cadent Capital Advisors, LLC | 488 | $380.0K | 0.15% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 652 | $380.0K | 0.07% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 491 | $381.7K | 0.17% | +68+16.1% | Added |
| High Falls Advisors, Inc | 491 | $381.7K | 0.10% | +491 | New |
| Smith Anglin Financial, LLC | 491 | $381.9K | 0.04% | −99−16.8% | Reduced |
| Willow Creek Wealth Management Inc. | 491 | $382.0K | 0.04% | +11+2.3% | Added |
| Blue Bell Private Wealth Management, LLC | 491 | $382.0K | 0.08% | +10+2.1% | Added |
| Old Mission Investment Co LLC | 492 | $382.8K | 0.13% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 492 | $382.8K | 0.04% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 493 | $383.5K | 0.12% | +493 | New |
| Manchester Financial Inc | 493 | $383.8K | 0.10% | +42+9.3% | Added |
| Rooted Wealth Advisors, Inc. | 503 | $384.0K | 0.19% | +24+5.0% | Added |
| Claret Asset Management Corp | 494 | $384.0K | 0.06% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 493 | $384.0K | 0.17% | 00.0% | Unchanged |
| Farmers Trust Co | 494 | $384.3K | 0.08% | +80+19.3% | Added |
| Northwest Investment Counselors, LLC | 496 | $385.9K | 0.09% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 496 | $385.9K | 0.11% | +46+10.2% | Added |
| Lodestone Wealth Management LLC | 498 | $387.3K | 0.20% | −63−11.2% | Reduced |
| Endowment Wealth Management, Inc. | 498 | $387.8K | 0.29% | −24−4.6% | Reduced |
| Correct Capital Wealth Management | 499 | $388.2K | 0.09% | 00.0% | Unchanged |
| QVR LLC | 499 | $388.2K | 0.07% | +499 | New |
| Ithaka Group LLC | 500 | $389.0K | 0.07% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 500 | $389.0K | 0.12% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 500 | $389.0K | 0.13% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 500 | $389.0K | 0.20% | +500 | New |
| Martin Capital Partners, LLC | 500 | $389.0K | 0.15% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 501 | $389.8K | 0.04% | +48+10.6% | Added |
| LaSalle St. Investment Advisors, LLC | 591 | $391.0K | 0.22% | +240+68.4% | Added |
| AIMZ Investment Advisors, LLC | 503 | $391.3K | 0.15% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 506 | $393.6K | 0.08% | −9−1.7% | Reduced |
| IAG Wealth Partners, LLC | 506 | $393.6K | 0.08% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 507 | $394.4K | 0.21% | −2−0.4% | Reduced |
| KFG Wealth Management, LLC | 508 | $395.2K | 0.16% | +16+3.3% | Added |
| Ashford Capital Management Inc | 508 | $395.2K | 0.05% | −68−11.8% | Reduced |
| AJOVista, LLC | 509 | $396.0K | 1.07% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 509 | $396.0K | 0.03% | +12+2.4% | Added |
| Viawealth, LLC | 510 | $396.5K | 0.25% | +18+3.7% | Added |
| Fort, L.P. | 510 | $396.8K | 1.00% | −202−28.4% | Reduced |
| SFE Investment Counsel | 510 | $396.8K | 0.09% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 511 | $397.5K | 0.25% | +5+1.0% | Added |
| Oxinas Partners Wealth Management LLC | 511 | $397.6K | 0.26% | 00.0% | Unchanged |
| TCWP LLC | 512 | $398.3K | 1.06% | +4+0.8% | Added |
| SPC Financial, Inc. | 513 | $399.2K | 0.04% | −8−1.5% | Reduced |
| TAGStone Capital, Inc. | 514 | $400.0K | 0.23% | +1+0.2% | Added |
| Alhambra Investment Partners LLC | 515 | $400.6K | 0.22% | −20−3.7% | Reduced |
| Coston, McIsaac & Partners | 516 | $401.0K | 0.13% | +1+0.2% | Added |
| Applied Finance Capital Management, LLC | 517 | $402.2K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 518 | $403.0K | 0.29% | +2+0.4% | Added |
| Clearview Wealth Advisors LLC | 518 | $403.0K | 0.41% | −814−61.1% | Reduced |
| Abacus Wealth Partners, LLC | 519 | $403.8K | 0.07% | +519 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 519 | $403.8K | 0.20% | +2+0.4% | Added |
| Southeast Asset Advisors Inc. | 520 | $404.3K | 0.05% | +75+16.9% | Added |
| Colonial River Wealth Management, LLC | 521 | $405.3K | 0.23% | −1,095−67.8% | Reduced |
| Wilkinson Global Asset Management LLC | 521 | $405.3K | 0.03% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 696 | $405.9K | 0.11% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 523 | $407.2K | 0.05% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 527 | $409.7K | 0.13% | +527 | New |
| Inspirion Wealth Advisors, LLC | 527 | $409.9K | 0.07% | +1+0.2% | Added |
| Cypress Capital, LLC | 529 | $411.5K | 0.11% | +2+0.4% | Added |
| Garda Capital Partners LP | 529 | $411.5K | 0.19% | +529 | New |
| Detalus Advisors, LLC | 529 | $411.6K | 0.15% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 531 | $413.1K | 0.01% | +531 | New |
| Willis Johnson & Associates, Inc. | 531 | $413.3K | 0.04% | +138+35.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 532 | $414.0K | 0.01% | +532 | New |
| waypoint wealth counsel | 533 | $414.7K | 0.32% | +31+6.2% | Added |
| HFG Advisors, Inc. | 534 | $415.4K | 0.37% | −107−16.7% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 534 | $415.4K | 0.10% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 534 | $416.0K | 0.29% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 535 | $416.2K | 0.13% | +9+1.7% | Added |
| City Center Advisors, LLC | 535 | $416.3K | 0.49% | +535 | New |
| Fairhaven Wealth Management, LLC | 537 | $417.8K | 0.14% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 538 | $418.5K | 0.36% | −20−3.6% | Reduced |
| Garner Asset Management Corp | 540 | $420.0K | 0.21% | 00.0% | Unchanged |
| MQS Management LLC | 540 | $420.1K | 0.24% | −173−24.3% | Reduced |
| W Advisors, LLC | 542 | $421.7K | 0.29% | +3+0.6% | Added |
| Element Wealth, LLC | 543 | $422.6K | 0.25% | +30+5.8% | Added |
| Financial Freedom, LLC | 544 | $423.4K | 0.25% | +41+8.2% | Added |
| First Bank & Trust | 546 | $424.8K | 0.09% | +546 | New |
| Guidance Point Advisors, LLC | 546 | $424.9K | 0.14% | +546 | New |
| Quantum Private Wealth, LLC | 546 | $425.2K | 0.16% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 550 | $427.4K | 0.01% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 550 | $427.7K | 0.10% | −492−47.2% | Reduced |
| Bank of Stockton | 550 | $427.9K | 0.13% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 550 | $427.9K | 0.12% | +24+4.6% | Added |
| R. W. Roge & Company, Inc. | 550 | $428.0K | 0.26% | 00.0% | Unchanged |
| Joule Financial, LLC | 551 | $428.7K | 0.18% | −30−5.2% | Reduced |
| Dupree Financial Group, LLC | 551 | $428.7K | 0.19% | 00.0% | Unchanged |
| Private Wealth Advisors | 552 | $429.4K | 0.18% | +1+0.2% | Added |
| Murphy Pohlad Asset Management LLC | 552 | $429.4K | 0.17% | −86−13.5% | Reduced |