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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 9,389 | $7.31M | 0.39% | −239−2.5% | Reduced |
| Larson Financial Group LLC | 9,383 | $7.30M | 0.56% | +170+1.8% | Added |
| Fernwood Investment Management, LLC | 9,373 | $7.29M | 2.12% | −279−2.9% | Reduced |
| Formidable Asset Management, LLC | 9,368 | $7.29M | 1.19% | +5,473+140.5% | Added |
| LGT Fund Management Co Ltd. | 9,357 | $7.28M | 3.04% | −163−1.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 9,295 | $7.23M | 0.74% | +6,668+253.8% | Added |
| Douglass Winthrop Advisors, LLC | 9,283 | $7.22M | 0.15% | +596+6.9% | Added |
| Roman Butler Fullerton & Co | 9,841 | $7.20M | 2.70% | +53+0.5% | Added |
| Icon Wealth Advisors, LLC | 9,250 | $7.20M | 0.67% | +24+0.3% | Added |
| Prairie Wealth Advisors, Inc. | 9,240 | $7.19M | 3.37% | +9,240 | New |
| Leelyn Smith, LLC | 9,232 | $7.18M | 1.44% | −728−7.3% | Reduced |
| Motco | 9,221 | $7.17M | 0.43% | +20.0% | Added |
| Essential Planning, LLC. | 12,297 | $7.17M | 3.59% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 9,201 | $7.16M | 0.09% | +297+3.3% | Added |
| Altitude Crest Partners Inc. | 9,200 | $7.16M | 3.06% | +9,200 | New |
| FDx Advisors, Inc. | 9,184 | $7.14M | 1.08% | −1,456−13.7% | Reduced |
| J.W. Cole Advisors, Inc. | 9,186 | $7.14M | 0.36% | +130+1.4% | Added |
| Essex Savings Bank | 12,236 | $7.13M | 2.07% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 9,165 | $7.13M | 1.98% | +585+6.8% | Added |
| First National Advisers, LLC | 11,999 | $7.13M | 1.59% | +3,447+40.3% | Added |
| Reynders McVeigh Capital Management, LLC | 9,140 | $7.11M | 0.41% | −1,167−11.3% | Reduced |
| Qtron Investments LLC | 9,094 | $7.07M | 1.00% | +849+10.3% | Added |
| Smith, Moore & Co. | 9,076 | $7.06M | 0.75% | +1,037+12.9% | Added |
| Trust Asset Management LLC | 9,069 | $7.06M | 0.62% | 00.0% | Unchanged |
| Rothschild Investment LLC | 9,046 | $7.04M | 0.51% | +256+2.9% | Added |
| Wolff Financial Management LLC | 9,029 | $7.02M | 2.05% | −5,808−39.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 9,021 | $7.02M | 0.81% | −851−8.6% | Reduced |
| TRUE Private Wealth Advisors | 8,985 | $6.99M | 0.80% | −103−1.1% | Reduced |
| Patton Fund Management, Inc. | 8,979 | $6.99M | 1.27% | +3,794+73.2% | Added |
| Wetzel Investment Advisors, Inc. | 9,363 | $6.98M | 4.11% | −223−2.3% | Reduced |
| Pitcairn Co | 8,955 | $6.97M | 0.45% | −310−3.3% | Reduced |
| Everett Harris & Co | 8,938 | $6.95M | 0.09% | +45+0.5% | Added |
| Cigna Investments Inc | 8,898 | $6.92M | 1.31% | −65−0.7% | Reduced |
| First City Capital Management, Inc. | 8,890 | $6.92M | 3.83% | −1,312−12.9% | Reduced |
| Churchill Management Corp | 8,889 | $6.92M | 0.09% | +8,889 | New |
| First Citizens Bank & Trust Co | 8,870 | $6.90M | 0.13% | +3,940+79.9% | Added |
| Wealthcare Advisory Partners LLC | 8,834 | $6.87M | 0.23% | +2,400+37.3% | Added |
| Beck Capital Management, LLC | 8,824 | $6.86M | 1.97% | +163+1.9% | Added |
| Chatham Capital Group, Inc. | 8,800 | $6.85M | 1.26% | +752+9.3% | Added |
| Strong Tower Advisory Services | 8,993 | $6.84M | 2.75% | −407−4.3% | Reduced |
| Old Second National Bank of Aurora | 8,763 | $6.82M | 1.77% | −544−5.8% | Reduced |
| Prairie Sky Financial Group LLC | 8,759 | $6.81M | 4.09% | +10+0.1% | Added |
| Knollwood Investment Advisory, LLC | 8,730 | $6.79M | 1.23% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 8,717 | $6.78M | 0.53% | −1,727−16.5% | Reduced |
| Forum Financial Management, LP | 8,714 | $6.78M | 0.12% | +143+1.7% | Added |
| Gluskin Sheff & Assoc Inc | 8,701 | $6.77M | 0.68% | −1,119−11.4% | Reduced |
| RMB Capital Management, LLC | 8,697 | $6.77M | 0.16% | +824+10.5% | Added |
| Mission Wealth Management, LP | 8,689 | $6.76M | 0.18% | +1,476+20.5% | Added |
| Elk River Wealth Management, LLC | 8,671 | $6.75M | 1.37% | +8,671 | New |
| We Are One Seven, LLC | 8,627 | $6.71M | 0.35% | −205−2.3% | Reduced |
| FRG Family Wealth Advisors LLC | 8,590 | $6.71M | 1.32% | −20−0.2% | Reduced |
| Bank of Hawaii | 8,593 | $6.69M | 0.33% | +186+2.2% | Added |
| Arrow Financial Corp | 8,568 | $6.67M | 0.66% | +853+11.1% | Added |
| Great Diamond Partners, LLC | 8,552 | $6.65M | 1.53% | −1,437−14.4% | Reduced |
| Wescott Financial Advisory Group, LLC | 8,530 | $6.64M | 0.83% | +329+4.0% | Added |
| Aigen Investment Management, LP | 8,520 | $6.63M | 1.44% | +8,520 | New |
| Equitable Trust Co | 8,513 | $6.62M | 0.46% | −327−3.7% | Reduced |
| Meridian Wealth Management, LLC | 8,497 | $6.61M | 1.10% | +1,580+22.8% | Added |
| Connectus Wealth, LLC | 8,487 | $6.60M | 0.18% | −5,920−41.1% | Reduced |
| Platte River Wealth Advisors, LLC | 8,470 | $6.59M | 1.88% | −245−2.8% | Reduced |
| Family Legacy, Inc. | 8,459 | $6.58M | 2.37% | −1,241−12.8% | Reduced |
| Jump Financial, LLC | 8,450 | $6.57M | 0.18% | −4,985−37.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 8,447 | $6.57M | 0.12% | +153+1.8% | Added |
| Herbst Group, LLC | 8,442 | $6.57M | 4.06% | −1,020−10.8% | Reduced |
| Allegheny Financial Group LTD | 8,434 | $6.56M | 2.02% | +5,019+147.0% | Added |
| Sustainable Insight Capital Management, LLC | 8,388 | $6.53M | 4.71% | −5,300−38.7% | Reduced |
| Asset Dedication, LLC | 8,342 | $6.49M | 0.48% | −1,015−10.8% | Reduced |
| Sierra Summit Advisors LLC | 8,340 | $6.49M | 1.77% | +1,948+30.5% | Added |
| Simmons Bank | 8,329 | $6.48M | 0.49% | +317+4.0% | Added |
| Aristotle Atlantic Partners, LLC | 8,274 | $6.44M | 0.21% | +2,165+35.4% | Added |
| Geneva Partners, LLC | 8,258 | $6.42M | 2.83% | −398−4.6% | Reduced |
| RSM US Wealth Management LLC | 8,229 | $6.40M | 0.16% | −414−4.8% | Reduced |
| Moran Wealth Management, LLC | 8,215 | $6.39M | 0.21% | −246−2.9% | Reduced |
| Woodstock Corp | 8,213 | $6.39M | 0.66% | +31+0.4% | Added |
| CenterBook Partners LP | 8,188 | $6.37M | 0.44% | +8,188 | New |
| Crew Capital Management, Ltd. | 8,179 | $6.36M | 5.16% | −959−10.5% | Reduced |
| Lake Street Financial LLC | 8,175 | $6.36M | 0.88% | +440+5.7% | Added |
| Linden Thomas Advisory Services, LLC | 8,161 | $6.35M | 1.02% | −472−5.5% | Reduced |
| Trust Co of Vermont | 8,157 | $6.35M | 0.35% | +1,222+17.6% | Added |
| Baldwin Investment Management, LLC | 8,150 | $6.34M | 0.86% | −448−5.2% | Reduced |
| TCI Wealth Advisors, Inc. | 8,145 | $6.34M | 0.62% | +44+0.5% | Added |
| Investors Asset Management of Georgia Inc | 8,124 | $6.32M | 2.97% | −770−8.7% | Reduced |
| Farther Finance Advisors, LLC | 8,296 | $6.31M | 0.38% | +652+8.5% | Added |
| Fidelis Capital Partners, LLC | 8,089 | $6.29M | 0.96% | +2,004+32.9% | Added |
| Quilter Plc | 8,088 | $6.29M | 0.15% | +2,500+44.7% | Added |
| Simplify Asset Management Inc. | 8,041 | $6.26M | 0.60% | +3,892+93.8% | Added |
| Alcosta Capital Management, Inc. | 8,026 | $6.24M | 4.19% | −29−0.4% | Reduced |
| Marshall & Sullivan Inc | 8,006 | $6.23M | 3.08% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 8,000 | $6.22M | 1.18% | +8,000 | New |
| Field & Main Bank | 7,981 | $6.21M | 2.41% | +259+3.4% | Added |
| Altfest L J & Co Inc | 7,969 | $6.20M | 0.90% | +59+0.7% | Added |
| Next Century Growth Investors LLC | 7,958 | $6.19M | 0.54% | +106+1.3% | Added |
| Guardian Wealth Management, Inc. | 7,915 | $6.16M | 4.74% | +224+2.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,875 | $6.13M | 0.24% | +830+11.8% | Added |
| Duality Advisers, LP | 7,869 | $6.12M | 0.60% | −2,905−27.0% | Reduced |
| CFM Wealth Partners LLC | 7,840 | $6.10M | 1.22% | +3,285+72.1% | Added |
| Biechele Royce Advisors | 7,827 | $6.09M | 2.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,819 | $6.08M | 0.19% | +3,255+71.3% | Added |
| Crawford Investment Counsel Inc | 7,799 | $6.07M | 0.11% | −540−6.5% | Reduced |
| Connable Office Inc | 7,789 | $6.06M | 0.69% | −1,040−11.8% | Reduced |