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
- 3,465
- +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 | $942.8B |
| 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 |
|---|---|---|---|---|---|
| Powell Investment Advisors, LLC | 639 | $497.1K | 0.26% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 640 | $497.9K | 0.11% | −230−26.4% | Reduced |
| Cidel Asset Management Inc | 644 | $501.0K | 0.04% | −123−16.0% | Reduced |
| Contravisory Investment Management, Inc. | 644 | $501.0K | 0.11% | +644 | New |
| Safeguard Investment Advisory Group, LLC | 645 | $501.3K | 0.17% | −11−1.7% | Reduced |
| Center For Asset Management LLC | 646 | $502.7K | 0.41% | +1+0.2% | Added |
| IMZ Advisory Inc | 648 | $503.7K | 0.26% | +2+0.3% | Added |
| Silver Oak Advisory Group, Inc. | 647 | $504.0K | 0.28% | −68−9.5% | Reduced |
| Pring Turner Capital Group Inc | 648 | $504.1K | 0.37% | −10−1.5% | Reduced |
| Prosperity Wealth Management, Inc. | 649 | $504.9K | 0.24% | +199+44.2% | Added |
| Howard Wealth Management, LLC | 649 | $504.9K | 0.41% | +649 | New |
| Keystone Wealth Services, LLC | 649 | $505.2K | 0.16% | −35−5.1% | Reduced |
| Montgomery Investment Management Inc | 650 | $505.7K | 0.19% | −350−35.0% | Reduced |
| ZRC Wealth Management, LLC | 650 | $505.7K | 0.25% | −150−18.8% | Reduced |
| Bordeaux Wealth Advisors LLC | 650 | $505.7K | 0.17% | −45−6.5% | Reduced |
| Peterson Wealth Advisors, LLC | 650 | $505.7K | 0.11% | −26−3.8% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 650 | $505.7K | 0.07% | +650 | New |
| Harbert Fund Advisors, Inc. | 650 | $505.7K | 0.35% | +650 | New |
| FSA Advisors, Inc. | 650 | $505.7K | 0.54% | +650 | New |
| Tucker Asset Management LLC | 650 | $505.7K | 0.12% | −368−36.1% | Reduced |
| Echo45 Advisors LLC | 651 | $506.5K | 0.36% | −7−1.1% | Reduced |
| Goldstein Advisors, LLC | 651 | $506.5K | 0.09% | +16+2.5% | Added |
| Spreng Capital Management, Inc. | 651 | $506.5K | 0.27% | +111+20.6% | Added |
| Monograph Wealth Advisors, LLC | 651 | $506.5K | 0.07% | +651 | New |
| Rosenberg Matthew Hamilton | 667 | $507.3K | 0.15% | +28+4.4% | Added |
| TL Private Wealth | 671 | $507.8K | 0.25% | +1+0.1% | Added |
| Peak Financial Management, Inc. | 653 | $508.0K | 0.16% | +263+67.4% | Added |
| DT Investment Partners, LLC | 654 | $508.8K | 0.05% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 654 | $508.8K | 0.06% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 660 | $509.9K | 0.23% | −31−4.5% | Reduced |
| Index Fund Advisors, Inc. | 657 | $511.0K | 0.03% | +21+3.3% | Added |
| JFS Wealth Advisors, LLC | 658 | $511.7K | 0.04% | +145+28.3% | Added |
| Equita Financial Network, Inc. | 658 | $512.0K | 0.23% | +37+6.0% | Added |
| Willner & Heller, LLC | 659 | $512.4K | 0.51% | −98−12.9% | Reduced |
| Resurgent Financial Advisors LLC | 660 | $513.5K | 0.27% | +69+11.7% | Added |
| BayBridge Capital Group, LLC | 703 | $514.2K | 0.45% | −82−10.4% | Reduced |
| Ionic Capital Management LLC | 661 | $514.2K | 0.31% | +661 | New |
| STAR Financial Bank | 662 | $515.0K | 0.44% | +13+2.0% | Added |
| Rebalance, LLC | 663 | $515.8K | 0.04% | −45−6.4% | Reduced |
| Sunpointe, LLC | 663 | $515.8K | 0.57% | +35+5.6% | Added |
| Vantage Financial Partners Ltd., Inc. | 665 | $517.3K | 0.13% | −70−9.5% | Reduced |
| Hart & Patterson Financial Group LLC | 666 | $518.1K | 0.26% | −77−10.4% | Reduced |
| MinichMacGregor Wealth Management, LLC | 682 | $518.7K | 0.13% | +270+65.5% | Added |
| Philip James Wealth Mangement, LLC | 668 | $519.8K | 0.37% | +1+0.1% | Added |
| Cherrydale Wealth Management, LLC | 670 | $521.0K | 0.24% | +93+16.1% | Added |
| Fortitude Family Office, LLC | 670 | $521.2K | 0.35% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 671 | $522.0K | 0.14% | +59+9.6% | Added |
| Angeles Investment Advisors, LLC | 672 | $522.8K | 0.03% | +211+45.8% | Added |
| Headinvest, LLC | 674 | $524.3K | 0.10% | −18−2.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 674 | $524.3K | 0.15% | 00.0% | Unchanged |
| Falcon Wealth Planning | 675 | $524.9K | 0.08% | +33+5.1% | Added |
| GenTrust, LLC | 675 | $525.1K | 0.03% | +290+75.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 675 | $525.3K | 0.22% | 00.0% | Unchanged |
| Avion Wealth | 675 | $526.0K | 0.14% | −326−32.6% | Reduced |
| Lakeside Advisors, INC. | 677 | $526.7K | 0.34% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 680 | $529.0K | 0.20% | −7−1.0% | Reduced |
| Karpus Management, Inc. | 680 | $529.0K | 0.02% | 00.0% | Unchanged |
| Advisor Resource Council | 910 | $530.5K | 0.22% | −1,830−66.8% | Reduced |
| N.E.W. Advisory Services LLC | 682 | $531.1K | 0.06% | −5−0.7% | Reduced |
| Kaye Capital Management | 690 | $536.5K | 0.23% | +2+0.3% | Added |
| FMFE Wealth Management, LLC | 691 | $537.6K | 0.49% | 00.0% | Unchanged |
| Bank of New Hampshire | 694 | $539.9K | 0.14% | −15−2.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 694 | $539.9K | 0.10% | +54+8.4% | Added |
| Legacy Financial Strategies, LLC | 694 | $539.9K | 0.14% | +61+9.6% | Added |
| Eaton-Cambridge Inc. | 696 | $541.5K | 0.29% | −3−0.4% | Reduced |
| Next Level Private LLC | 696 | $541.5K | 0.25% | +241+53.0% | Added |
| Tandem Wealth Advisors LLC | 698 | $543.0K | 0.30% | −98−12.3% | Reduced |
| Octavia Wealth Advisors, LLC | 699 | $543.7K | 0.08% | −35−4.8% | Reduced |
| Auxier Asset Management | 700 | $544.6K | 0.08% | −11−1.5% | Reduced |
| Hoertkorn Richard Charles | 700 | $544.6K | 0.23% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 700 | $544.6K | 0.01% | +700 | New |
| Cowa, LLC | 703 | $546.9K | 0.32% | −75−9.6% | Reduced |
| Walker Asset Management, LLC | 703 | $547.0K | 0.36% | −61−8.0% | Reduced |
| Advantage Trust Co | 704 | $547.7K | 0.40% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 704 | $547.7K | 0.15% | +4+0.6% | Added |
| Balanced Wealth Group LLC | 712 | $549.6K | 0.24% | −66−8.5% | Reduced |
| Coho Partners, Ltd. | 709 | $551.6K | 0.01% | −175−19.8% | Reduced |
| Acropolis Investment Management, LLC | 713 | $554.7K | 0.04% | −4−0.6% | Reduced |
| New Hampshire Trust | 714 | $555.5K | 0.13% | +28+4.1% | Added |
| Monticello Wealth Management, LLC | 714 | $555.6K | 0.05% | −200−21.9% | Reduced |
| Menard Financial Group LLC | 716 | $557.0K | 0.47% | +716 | New |
| Focused Wealth Management, Inc | 717 | $557.8K | 0.09% | −108−13.1% | Reduced |
| Aspiriant, LLC | 718 | $558.6K | 0.02% | +9+1.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 718 | $558.7K | 0.31% | +14+2.0% | Added |
| Verum Partners LLC | 720 | $560.2K | 0.20% | −20−2.7% | Reduced |
| Hexagon Capital Partners LLC | 720 | $560.3K | 0.12% | +81+12.7% | Added |
| Up Strategic Wealth Investment Advisors LLC | 721 | $560.8K | 0.92% | +52+7.8% | Added |
| Meridian Wealth Partners, LLC | 722 | $561.6K | 0.10% | +115+18.9% | Added |
| Delta Asset Management LLC | 723 | $562.5K | 0.05% | −26−3.5% | Reduced |
| GSB Wealth Management, LLC | 723 | $562.8K | 0.16% | −1−0.1% | Reduced |
| Shoker Investment Counsel, Inc. | 740 | $562.8K | 0.20% | +174+30.7% | Added |
| Key Financial Inc | 724 | $563.2K | 0.14% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 725 | $564.1K | 0.26% | +61+9.2% | Added |
| Eudaimonia Partners, LLC | 726 | $564.8K | 0.13% | −58−7.4% | Reduced |
| North Point Portfolio Managers Corp | 726 | $564.8K | 0.10% | +47+6.9% | Added |
| Emerald Advisers, LLC | 728 | $566.4K | 0.02% | −69−8.7% | Reduced |
| Lakewood Asset Management LLC | 729 | $567.3K | 0.39% | −110−13.1% | Reduced |
| Howard Capital Management Group, LLC | 731 | $568.7K | 0.04% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 733 | $570.1K | 0.32% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 733 | $570.2K | 0.05% | −34−4.4% | Reduced |