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 |
|---|---|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 736 | $572.6K | 0.12% | +104+16.5% | Added |
| Middleton & Co Inc | 736 | $572.6K | 0.07% | −25−3.3% | Reduced |
| Ssi Investment Management LLC | 736 | $572.6K | 0.04% | −8−1.1% | Reduced |
| Versant Capital Management, Inc | 736 | $572.6K | 0.16% | +13+1.8% | Added |
| Fiducient Advisors LLC | 738 | $574.1K | 0.11% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 740 | $575.7K | 0.21% | +265+55.8% | Added |
| Ransom Advisory, Ltd | 741 | $576.5K | 0.31% | +741 | New |
| Montag & Caldwell, LLC | 746 | $580.4K | 0.10% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 748 | $581.9K | 0.18% | +43+6.1% | Added |
| Triumph Capital Management | 766 | $582.4K | 0.24% | −1,474−65.8% | Reduced |
| Crescent Sterling, Ltd. | 749 | $582.7K | 0.53% | −15−2.0% | Reduced |
| Horan Capital Advisors, LLC. | 750 | $583.5K | 0.21% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 751 | $584.2K | 0.22% | −92−10.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 750 | $585.8K | 0.12% | +10+1.4% | Added |
| Summit Financial Wealth Advisors, LLC | 753 | $586.1K | 0.12% | +753 | New |
| Signature Wealth Management Group | 808 | $586.9K | 0.27% | −154−16.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 755 | $587.0K | 0.21% | −45−5.6% | Reduced |
| Center for Financial Planning, Inc. | 755 | $587.4K | 0.09% | +282+59.6% | Added |
| Demars Financial Group, LLC | 757 | $588.8K | 0.29% | +179+31.0% | Added |
| Benin Management CORP | 759 | $590.5K | 0.19% | +5+0.7% | Added |
| Rise Advisors, LLC | 760 | $591.5K | 0.32% | +402+112.3% | Added |
| Legacy Edge Advisors, LLC | 762 | $592.8K | 0.12% | +20+2.7% | Added |
| Grandview Asset Management LLC | 763 | $593.0K | 0.27% | +227+42.4% | Added |
| TriaGen Wealth Management LLC | 763 | $593.6K | 0.25% | −9−1.2% | Reduced |
| Outlook Wealth Advisors, LLC | 763 | $593.6K | 0.18% | +84+12.4% | Added |
| Anchor Capital Advisors LLC | 767 | $596.7K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 767 | $596.7K | 0.20% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 770 | $599.0K | 0.15% | −10−1.3% | Reduced |
| HTLF Bank | 772 | $600.6K | 0.07% | +11+1.4% | Added |
| Patton Albertson Miller Group, LLC | 773 | $601.4K | 0.09% | −50−6.1% | Reduced |
| Savvy Advisors, Inc. | 773 | $601.6K | 0.35% | +269+53.4% | Added |
| Gateway Wealth Partners, LLC | 774 | $602.5K | 0.22% | +10+1.3% | Added |
| Diversified, LLC | 775 | $603.0K | 0.08% | −186−19.4% | Reduced |
| Pasadena Private Wealth, LLC | 781 | $607.6K | 0.14% | 00.0% | Unchanged |
| Umpqua Bank | 781 | $607.6K | 0.25% | +781 | New |
| Onyx Bridge Wealth Group LLC | 832 | $609.9K | 0.11% | +216+35.1% | Added |
| TSFG, LLC | 786 | $612.0K | 0.15% | +34+4.5% | Added |
| Granite Group Advisors, LLC | 787 | $612.3K | 0.41% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 791 | $613.8K | 0.07% | +174+28.2% | Added |
| C2C Wealth Management, LLC | 790 | $614.6K | 0.61% | −90−10.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 790 | $614.7K | 0.44% | +21+2.7% | Added |
| Cascade Investment Group, Inc. | 791 | $615.4K | 0.46% | +54+7.3% | Added |
| McCarthy Asset Management, Inc. | 792 | $616.0K | 0.38% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 792 | $616.1K | 0.10% | +792 | New |
| Greenhouse Wealth Management, LLC | 794 | $617.4K | 0.46% | −90−10.2% | Reduced |
| Opal Wealth Advisors, LLC | 794 | $617.7K | 0.21% | +56+7.6% | Added |
| Green Square Capital Advisors LLC | 795 | $618.1K | 0.08% | +407+104.9% | Added |
| IFG Advisors, LLC | 795 | $618.5K | 0.16% | +65+8.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 796 | $619.6K | 0.04% | +41+5.4% | Added |
| Hardman Johnston Global Advisors LLC | 799 | $621.6K | 0.02% | +232+40.9% | Added |
| Gunn & Co Investment Management, Inc. | 800 | $622.0K | 0.47% | −638−44.4% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 800 | $622.4K | 0.25% | −159−16.6% | Reduced |
| Twelve Points Wealth Management LLC | 800 | $622.4K | 0.23% | −2−0.2% | Reduced |
| Lynx Capital Group Ltd | 800 | $622.4K | 0.42% | 00.0% | Unchanged |
| MSA Advisors, LLC | 800 | $622.4K | 0.19% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 800 | $622.4K | 0.43% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 800 | $622.4K | 0.19% | 00.0% | Unchanged |
| Motive Wealth Advisors | 801 | $623.1K | 0.38% | +285+55.2% | Added |
| Greenwood Gearhart Inc | 802 | $623.9K | 0.06% | +8+1.0% | Added |
| Towercrest Capital Management | 804 | $625.5K | 0.11% | +804 | New |
| Mascoma Wealth Management LLC | 806 | $626.8K | 0.18% | −30−3.6% | Reduced |
| Terril Brothers, Inc. | 808 | $628.6K | 0.22% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 1,079 | $629.0K | 0.17% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 809 | $629.4K | 0.56% | −14−1.7% | Reduced |
| Aletheian Wealth Advisors LLC | 809 | $629.4K | 0.34% | +89+12.4% | Added |
| Canvas Wealth Advisors, LLC | 839 | $629.9K | 0.21% | +252+42.9% | Added |
| Goodman Advisory Group, LLC | 812 | $631.7K | 0.20% | +352+76.5% | Added |
| Capital City Trust Co | 816 | $634.8K | 0.18% | −72−8.1% | Reduced |
| Sculati Wealth Management, LLC | 816 | $634.8K | 0.27% | +16+2.0% | Added |
| Apriem Advisors | 816 | $634.8K | 0.08% | +816 | New |
| PrairieView Partners, LLC | 816 | $635.0K | 0.07% | +12+1.5% | Added |
| Davis Investment Partners, LLC | 834 | $635.8K | 0.28% | +834 | New |
| Armstrong, Fleming & Moore, Inc | 817 | $636.0K | 0.44% | +57+7.5% | Added |
| Orrstown Financial Services Inc | 824 | $641.0K | 0.36% | +21+2.6% | Added |
| Nexus Investment Management ULC | 826 | $642.6K | 0.06% | 00.0% | Unchanged |
| Main Line Retirement Advisors, LLC | 826 | $642.7K | 0.51% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 829 | $644.7K | 0.13% | +68+8.9% | Added |
| LVZ Advisors, Inc. | 830 | $645.7K | 0.09% | −5−0.6% | Reduced |
| Greenfield Savings Bank | 835 | $649.6K | 0.34% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 837 | $651.0K | 0.02% | −5−0.6% | Reduced |
| SS&H Financial Advisors, Inc. | 837 | $651.0K | 0.27% | 00.0% | Unchanged |
| Verdad Advisers, LP | 837 | $651.2K | 0.71% | +837 | New |
| Baron Silver Stevens Financial Advisors, LLC | 842 | $654.7K | 0.13% | −33−3.8% | Reduced |
| Dunhill Financial, LLC | 843 | $654.8K | 0.49% | +7+0.8% | Added |
| Driehaus Capital Management LLC | 842 | $655.0K | 0.01% | +238+39.4% | Added |
| Cardiff Park Advisors, LLC | 843 | $655.8K | 0.06% | 00.0% | Unchanged |
| Great Waters Wealth Management | 843 | $656.0K | 0.11% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 844 | $656.6K | 0.09% | 00.0% | Unchanged |
| Hemington Wealth Management | 845 | $658.0K | 0.24% | +43+5.4% | Added |
| Alliance Wealth Advisors, LLC | 846 | $658.2K | 0.42% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 848 | $659.7K | 0.08% | +848 | New |
| BEAM Asset Management, LLC | 848 | $660.1K | 0.40% | −475−35.9% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 849 | $660.5K | 0.17% | +55+6.9% | Added |
| Firethorn Wealth Partners, LLC | 849 | $660.5K | 0.39% | +21+2.5% | Added |
| Wedge Capital Management L L P | 850 | $661.3K | 0.01% | +83+10.8% | Added |
| Catalyst Funds Management Pty Ltd | 850 | $661.3K | 0.18% | +850 | New |
| Sunburst Financial Group, LLC | 871 | $662.3K | 0.19% | +8+0.9% | Added |
| Custom Index Systems, LLC | 853 | $663.6K | 0.38% | −33−3.7% | Reduced |
| Lodestar Private Asset Management LLC | 854 | $664.4K | 0.09% | +85+11.1% | Added |
| Aberdeen Wealth Management LLC | 855 | $665.2K | 0.39% | −100−10.5% | Reduced |