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 $942.7B 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Cohen Investment Advisors LLC | 11,483 | $8.93M | 5.79% | +1,033+9.9% | Added |
| LMCG Investments, LLC | 11,479 | $8.93M | 0.53% | −1,038−8.3% | Reduced |
| WCM Investment Management, LLC | 11,477 | $8.93M | 0.02% | +11,477 | New |
| Laird Norton Trust Company, LLC | 11,458 | $8.91M | 1.21% | 00.0% | Unchanged |
| Conning Inc. | 11,452 | $8.91M | 0.29% | −890−7.2% | Reduced |
| Brighton Jones LLC | 11,448 | $8.91M | 0.32% | +1,774+18.3% | Added |
| Herold Advisors, Inc. | 11,443 | $8.90M | 2.15% | +559+5.1% | Added |
| M&G Plc | 11,435 | $8.90M | 0.05% | +11,435 | New |
| Integrated Advisors Network LLC | 11,390 | $8.86M | 0.45% | −390−3.3% | Reduced |
| TCW Group Inc | 11,385 | $8.86M | 0.09% | −1,976−14.8% | Reduced |
| Nilsine Partners, LLC | 11,377 | $8.85M | 1.21% | +812+7.7% | Added |
| Petredis Investment Advisors LLC | 11,373 | $8.85M | 1.06% | +316+2.9% | Added |
| SageView Advisory Group, LLC | 11,366 | $8.84M | 0.51% | −1,646−12.6% | Reduced |
| Gladstone Institutional Advisory LLC | 11,352 | $8.83M | 0.48% | −899−7.3% | Reduced |
| Ascent Group, LLC | 11,317 | $8.80M | 0.78% | −2,080−15.5% | Reduced |
| Stelac Advisory Services LLC | 11,311 | $8.80M | 4.14% | +11,311 | New |
| Resources Investment Advisors, LLC. | 11,276 | $8.77M | 0.14% | −283−2.4% | Reduced |
| First National Bank of Omaha | 10,606 | $8.76M | 0.60% | −8,360−44.1% | Reduced |
| Ogorek Anthony Joseph | 11,170 | $8.69M | 3.02% | −127−1.1% | Reduced |
| Private Trust Co NA | 11,157 | $8.68M | 0.94% | −12−0.1% | Reduced |
| Syon Capital LLC | 11,150 | $8.67M | 0.82% | +362+3.4% | Added |
| Morse Asset Management, Inc | 11,139 | $8.67M | 2.21% | +701+6.7% | Added |
| Jacobs Levy Equity Management, Inc | 11,074 | $8.62M | 0.04% | +8,651+357.0% | Added |
| Schonfeld Strategic Advisors LLC | 11,063 | $8.61M | 0.07% | +9,818+788.6% | Added |
| WealthTrust Axiom LLC | 11,053 | $8.60M | 2.77% | −762−6.4% | Reduced |
| MTM Investment Management, LLC | 11,043 | $8.59M | 3.54% | +43+0.4% | Added |
| Cutter Capital Management, LP | 11,040 | $8.59M | 3.31% | +11,040 | New |
| Kingfisher Capital LLC | 11,034 | $8.58M | 2.07% | −21−0.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,995 | $8.55M | 3.65% | −950−8.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 10,964 | $8.53M | 0.71% | +723+7.1% | Added |
| Elevatus Welath Management | 10,955 | $8.52M | 3.36% | +10,210+1,370.5% | Added |
| Lake Street Advisors Group, LLC | 10,936 | $8.51M | 0.40% | +847+8.4% | Added |
| Horizon Investments, LLC | 10,925 | $8.48M | 0.22% | +650+6.3% | Added |
| Vestmark Advisory Solutions, Inc. | 10,898 | $8.48M | 0.37% | −310−2.8% | Reduced |
| Shepherd Financial Partners LLC | 10,893 | $8.47M | 1.11% | −227−2.0% | Reduced |
| Kampmann Melissa S. | 10,875 | $8.46M | 6.08% | −287−2.6% | Reduced |
| Quadrant Capital Group LLC | 10,870 | $8.46M | 0.67% | +245+2.3% | Added |
| Checchi Capital Advisers, LLC | 10,866 | $8.45M | 0.66% | +46+0.4% | Added |
| Meeder Advisory Services, Inc. | 10,852 | $8.44M | 0.86% | +300+2.8% | Added |
| Waters Parkerson & Co., LLC | 10,811 | $8.41M | 0.43% | +463+4.5% | Added |
| Blue Fin Capital, Inc. | 10,750 | $8.36M | 1.86% | +535+5.2% | Added |
| CAPROCK Group, Inc. | 10,740 | $8.36M | 0.48% | +804+8.1% | Added |
| Buckingham Capital Management, Inc. | 10,740 | $8.36M | 1.02% | −541−4.8% | Reduced |
| IFP Advisors, Inc | 10,717 | $8.34M | 0.37% | −787−6.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 10,713 | $8.33M | 0.91% | +982+10.1% | Added |
| Daymark Wealth Partners, LLC | 10,641 | $8.28M | 0.45% | −14−0.1% | Reduced |
| Signet Financial Management, LLC | 10,635 | $8.27M | 1.14% | +168+1.6% | Added |
| Alley Investment Management Company, LLC | 10,623 | $8.26M | 1.14% | +38+0.4% | Added |
| GM Advisory Group, Inc. | 10,616 | $8.26M | 0.58% | +448+4.4% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,582 | $8.23M | 2.00% | −1,510−12.5% | Reduced |
| Cable Hill Partners, LLC | 13,154 | $8.23M | 1.01% | 00.0% | Unchanged |
| Fox Hill Wealth Management | 10,540 | $8.20M | 5.52% | +492+4.9% | Added |
| Radnor Capital Management, LLC | 10,536 | $8.20M | 1.40% | −225−2.1% | Reduced |
| Summit Financial Group Inc | 10,534 | $8.20M | 2.91% | +35+0.3% | Added |
| First Hawaiian Bank | 10,521 | $8.18M | 0.25% | −589−5.3% | Reduced |
| Aull & Monroe Investment Management Corp | 10,382 | $8.08M | 3.69% | −400−3.7% | Reduced |
| Harbor Investment Advisory, LLC | 10,345 | $8.05M | 0.84% | +421+4.2% | Added |
| Sandler Capital Management | 10,341 | $8.04M | 0.98% | −12,100−53.9% | Reduced |
| Phoenix Holdings Ltd. | 10,322 | $8.03M | 0.11% | +1,484+16.8% | Added |
| Leonteq Securities AG | 10,299 | $8.01M | 1.08% | +881+9.4% | Added |
| WBH Advisory Inc | 10,273 | $7.99M | 0.82% | −645−5.9% | Reduced |
| Zions Bancorporation, N.A. | 10,250 | $7.97M | 0.59% | +1,133+12.4% | Added |
| Bayesian Capital Management, LP | 10,157 | $7.90M | 0.76% | +10,157 | New |
| Bragg Financial Advisors, Inc | 10,118 | $7.87M | 0.35% | +2,463+32.2% | Added |
| Atlantic Union Bankshares Corp | 10,109 | $7.86M | 0.66% | −508−4.8% | Reduced |
| Tower View Investment Management & Research LLC | 10,100 | $7.86M | 4.60% | −1,693−14.4% | Reduced |
| Montecito Bank & Trust | 10,086 | $7.85M | 1.57% | −313−3.0% | Reduced |
| WS Portfolio Advisory, LLC | 10,079 | $7.84M | 1.39% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 10,075 | $7.84M | 0.14% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 10,026 | $7.80M | 1.31% | 00.0% | Unchanged |
| Avalon Global Asset Management LLC | 10,000 | $7.78M | 2.51% | 00.0% | Unchanged |
| Morgens Waterfall Vintiadis & Co Inc | 10,000 | $7.78M | 5.42% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 9,945 | $7.74M | 0.65% | −3,182−24.2% | Reduced |
| Evergreen Capital Management LLC | 9,930 | $7.73M | 0.29% | −1,000−9.1% | Reduced |
| Bridges Investment Management Inc | 9,925 | $7.72M | 0.24% | −42−0.4% | Reduced |
| Cozad Asset Management Inc | 9,913 | $7.71M | 0.80% | +6,804+218.8% | Added |
| China Universal Asset Management Co., Ltd. | 9,897 | $7.70M | 0.98% | +1,620+19.6% | Added |
| Gotham Asset Management, LLC | 9,884 | $7.69M | 0.12% | +620+6.7% | Added |
| Boston Common Asset Management, LLC | 9,857 | $7.67M | 0.18% | −247−2.4% | Reduced |
| Sanders Morris Harris LLC | 9,844 | $7.66M | 1.44% | +6,644+207.6% | Added |
| Stanley-Laman Group, Ltd. | 9,821 | $7.64M | 1.07% | −2,073−17.4% | Reduced |
| Geneos Wealth Management Inc. | 9,794 | $7.62M | 0.35% | +563+6.1% | Added |
| Northeast Financial Consultants Inc | 9,779 | $7.61M | 0.37% | +3,662+59.9% | Added |
| NBT Bank N A | 9,728 | $7.57M | 0.55% | −148−1.5% | Reduced |
| Exome Asset Management LLC | 9,700 | $7.55M | 6.46% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 9,654 | $7.51M | 0.99% | +228+2.4% | Added |
| Madden Securities Corp | 9,636 | $7.50M | 3.46% | +626+6.9% | Added |
| Stableford Capital II LLC | 9,628 | $7.49M | 3.01% | +635+7.1% | Added |
| Peregrine Asset Advisers, Inc. | 9,626 | $7.49M | 3.00% | +1,519+18.7% | Added |
| Smithbridge Asset Management Inc | 9,616 | $7.48M | 1.54% | −519−5.1% | Reduced |
| Parus Finance (UK) Ltd | 9,609 | $7.48M | 2.82% | +9,609 | New |
| First Horizon Advisors, Inc. | 9,600 | $7.47M | 0.23% | −3,063−24.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 9,600 | $7.47M | 2.33% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 9,573 | $7.45M | 7.38% | −787−7.6% | Reduced |
| Goldstream Capital Management Ltd | 9,565 | $7.44M | 4.20% | +3,880+68.2% | Added |
| Stevens Capital Management LP | 9,550 | $7.43M | 1.45% | +9,550 | New |
| Empire Financial Management Company, LLC | 9,520 | $7.41M | 2.45% | −6−0.1% | Reduced |
| North Star Investment Management Corp. | 9,508 | $7.40M | 0.53% | +500+5.6% | Added |
| K.J. Harrison & Partners Inc | 9,498 | $7.39M | 1.14% | +3,794+66.5% | Added |
| Smith Group Asset Management, LLC | 9,419 | $7.33M | 0.42% | −3,330−26.1% | Reduced |