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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 552 | $429.6K | 0.04% | −60−9.8% | Reduced |
| Breed's Hill Capital LLC | 553 | $430.2K | 0.40% | −33−5.6% | Reduced |
| Prestige Wealth Management Group LLC | 553 | $430.2K | 0.09% | −1−0.2% | Reduced |
| Arvest Trust Co N A | 555 | $431.8K | 0.02% | −80−12.6% | Reduced |
| First PREMIER Bank | 556 | $432.0K | 0.11% | +23+4.3% | Added |
| NSI Retail Advisors, LLC | 557 | $433.0K | 0.06% | −200−26.4% | Reduced |
| M3 Advisory Group, LLC | 557 | $433.4K | 0.39% | +170+43.9% | Added |
| Princeton Global Asset Management LLC | 558 | $433.9K | 0.10% | −3−0.5% | Reduced |
| Seeds Investor LLC | 558 | $434.0K | 0.40% | +558 | New |
| Jackson Thornton Asset Management, LLC | 560 | $435.7K | 0.07% | −7−1.2% | Reduced |
| Planning Center, Inc. | 560 | $435.7K | 0.09% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 560 | $436.0K | 0.12% | +193+52.6% | Added |
| AJ Advisors, LLC | 561 | $436.1K | 0.24% | +38+7.3% | Added |
| Hillsdale Investment Management Inc. | 564 | $438.8K | 0.03% | −240−29.9% | Reduced |
| Frazier Financial Advisors, LLC | 565 | $439.2K | 0.36% | +155+37.8% | Added |
| GR Financial Group, LLC | 565 | $439.5K | 0.10% | +12+2.2% | Added |
| Sentinel Pension Advisors Inc | 565 | $439.5K | 0.09% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 565 | $439.5K | 0.31% | +20+3.7% | Added |
| Acorn Wealth Advisors, LLC | 566 | $440.0K | 0.23% | +1+0.2% | Added |
| Ruggaard & Associates LLC | 567 | $441.1K | 0.21% | +12+2.2% | Added |
| JPL Wealth Management, LLC | 567 | $441.3K | 0.24% | +12+2.2% | Added |
| BetterWealth, LLC | 568 | $441.8K | 0.14% | −6−1.0% | Reduced |
| Hamilton Wealth, LLC | 569 | $442.7K | 0.14% | −5−0.9% | Reduced |
| Luken Investment Analytics, LLC | 570 | $443.4K | 0.22% | −100−14.9% | Reduced |
| Shelton Wealth Management, LLC | 571 | $444.2K | 0.28% | +50+9.6% | Added |
| Allen Capital Group, LLC | 571 | $444.2K | 0.06% | +134+30.7% | Added |
| Strait & Sound Wealth Management LLC | 585 | $444.3K | 0.25% | +8+1.4% | Added |
| Somerset Trust Co | 573 | $445.8K | 0.18% | −4−0.7% | Reduced |
| Cheviot Value Management, LLC | 574 | $446.5K | 0.10% | −450−43.9% | Reduced |
| Peninsula Wealth, LLC | 574 | $446.8K | 0.09% | +4+0.7% | Added |
| Wharton Business Group, LLC | 575 | $447.0K | 0.02% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 577 | $448.5K | 0.14% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 590 | $448.7K | 0.35% | 00.0% | Unchanged |
| jvl associates llc | 578 | $449.7K | 0.19% | −10−1.7% | Reduced |
| Granite Harbor Advisors, Inc. | 578 | $449.7K | 0.31% | −7−1.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 579 | $450.5K | 0.07% | −99−14.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 596 | $452.4K | 0.04% | +166+38.6% | Added |
| Mach-1 Financial Group, Inc. | 582 | $452.8K | 0.35% | −23−3.8% | Reduced |
| Private Management Group Inc | 582 | $452.8K | 0.02% | 00.0% | Unchanged |
| Apexium Financial, LP | 582 | $452.8K | 0.03% | −10,856−94.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 584 | $454.3K | 0.04% | −100−14.6% | Reduced |
| Lansing Street Advisors | 586 | $456.2K | 0.20% | −29−4.7% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 588 | $457.4K | 0.40% | −3−0.5% | Reduced |
| MBA Advisors LLC | 590 | $459.0K | 0.24% | −549−48.2% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 594 | $462.1K | 0.13% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 594 | $462.1K | 0.16% | 00.0% | Unchanged |
| Red Wave Investments LLC | 597 | $464.4K | 0.17% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 597 | $464.4K | 0.37% | +597 | New |
| Altiora Financial Group, LLC | 597 | $464.4K | 0.13% | −16−2.6% | Reduced |
| Clear Harbor Asset Management, LLC | 599 | $466.0K | 0.04% | −23−3.7% | Reduced |
| Eagle Global Advisors LLC | 599 | $466.0K | 0.03% | +124+26.1% | Added |
| Madison Wealth Partners, Inc | 600 | $466.4K | 0.17% | +46+8.3% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 600 | $466.8K | 0.52% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 600 | $466.8K | 0.17% | 00.0% | Unchanged |
| General Partner, Inc. | 600 | $466.8K | 0.29% | +600 | New |
| Midwest Heritage Bank, FSB | 601 | $467.6K | 0.25% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 803 | $467.8K | 0.11% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 601 | $468.0K | 0.19% | −26−4.1% | Reduced |
| Capital Investment Counsel, Inc | 603 | $469.1K | 0.08% | 00.0% | Unchanged |
| First National Bank | 606 | $471.4K | 0.36% | −104−14.6% | Reduced |
| BluePath Capital Management, LLC | 607 | $471.9K | 0.36% | −141−18.9% | Reduced |
| Strategic Financial Concepts, LLC | 608 | $473.0K | 0.11% | +608 | New |
| Mayport, LLC | 609 | $473.8K | 0.18% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 609 | $473.9K | 0.20% | −101−14.2% | Reduced |
| Weaver Consulting Group | 611 | $475.3K | 0.18% | +5+0.8% | Added |
| Northeast Financial Group, Inc. | 611 | $475.5K | 0.21% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 612 | $476.1K | 0.28% | +612 | New |
| Global Wealth Strategies & Associates | 613 | $476.9K | 0.18% | −15−2.4% | Reduced |
| Aldebaran Financial Inc. | 613 | $476.9K | 0.71% | +10+1.7% | Added |
| Altus Wealth Group LLC | 614 | $477.7K | 0.24% | +17+2.8% | Added |
| Lockerman Financial Group, Inc. | 615 | $478.8K | 0.92% | −26−4.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 617 | $480.2K | 0.03% | +97+18.7% | Added |
| BancFirst Trust & Investment Management | 618 | $480.8K | 0.23% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 618 | $480.8K | 0.09% | −16−2.5% | Reduced |
| Tillman Hartley LLC | 618 | $480.8K | 0.17% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 620 | $482.0K | 0.26% | +620 | New |
| Trust Co of the South | 620 | $482.3K | 0.11% | −205−24.8% | Reduced |
| Cookson Peirce & Co Inc | 620 | $483.0K | 0.03% | −30−4.6% | Reduced |
| KilterHowling LLC | 622 | $484.2K | 0.34% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 623 | $485.0K | 0.20% | +9+1.5% | Added |
| Gould Asset Management LLC | 624 | $485.4K | 0.12% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 637 | $485.6K | 0.27% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 625 | $486.2K | 0.15% | −2−0.3% | Reduced |
| Ambassador Advisors, LLC | 625 | $486.2K | 0.09% | +625 | New |
| Cooper/Haims Advisors, LLC | 627 | $487.8K | 0.28% | +198+46.2% | Added |
| Capstone Financial Advisors, Inc. | 628 | $488.7K | 0.03% | +189+43.1% | Added |
| Taylor Hoffman Wealth Management | 629 | $489.3K | 0.21% | 00.0% | Unchanged |
| JNBA Financial Advisors | 629 | $489.3K | 0.05% | +229+57.3% | Added |
| Trust Co of Oklahoma | 631 | $490.9K | 0.17% | −92−12.7% | Reduced |
| YHB Investment Advisors, Inc. | 631 | $490.9K | 0.04% | −22−3.4% | Reduced |
| Howe & Rusling Inc | 631 | $490.9K | 0.05% | 00.0% | Unchanged |
| GFS Advisors, LLC | 633 | $492.0K | 0.08% | −500−44.1% | Reduced |
| Scott Capital Advisors, LLC | 651 | $493.0K | 0.15% | +151+30.2% | Added |
| Triune Financial Partners, LLC | 634 | $493.1K | 0.17% | −17−2.6% | Reduced |
| Ergawealth Advisors, Inc. | 635 | $494.0K | 0.27% | +10+1.6% | Added |
| Emerald Advisors, LLC | 635 | $494.0K | 0.09% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 635 | $494.1K | 0.20% | +1+0.2% | Added |
| Voisard Asset Management Group, Inc. | 635 | $494.3K | 0.28% | 00.0% | Unchanged |
| McDaniel Terry & Co | 636 | $495.0K | 0.04% | +200+45.9% | Added |
| Security National Bank of So Dak | 638 | $496.3K | 0.30% | 00.0% | Unchanged |