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 |
|---|---|---|---|---|---|
| Aldebaran Capital, LLC | 7,783 | $6.05M | 5.77% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,759 | $6.04M | 0.21% | +186+2.5% | Added |
| Lynch & Associates | 7,721 | $6.01M | 1.39% | +143+1.9% | Added |
| Decatur Capital Management, Inc. | 7,685 | $5.98M | 3.25% | −78−1.0% | Reduced |
| Financial Advocates Investment Management | 7,677 | $5.97M | 0.35% | +952+14.2% | Added |
| Graypoint LLC | 7,662 | $5.96M | 0.43% | +258+3.5% | Added |
| Washington Trust Bank | 7,644 | $5.95M | 0.57% | −2,001−20.7% | Reduced |
| Heirloom Wealth Management | 7,628 | $5.93M | 2.02% | +171+2.3% | Added |
| Prelude Capital Management, LLC | 7,627 | $5.93M | 0.41% | +2,023+36.1% | Added |
| Schear Investment Advisers, LLC | 7,611 | $5.92M | 4.75% | −169−2.2% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 7,610 | $5.92M | 1.58% | +3,410+81.2% | Added |
| Summit Trail Advisors, LLC | 7,608 | $5.92M | 0.16% | +644+9.2% | Added |
| Argus Investors' Counsel, Inc. | 7,581 | $5.90M | 3.62% | +740+10.8% | Added |
| Centre Asset Management, LLC | 7,551 | $5.87M | 1.40% | −416−5.2% | Reduced |
| Bray Capital Advisors | 7,545 | $5.87M | 1.49% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,536 | $5.86M | 0.91% | +746+11.0% | Added |
| Ingalls & Snyder LLC | 7,525 | $5.85M | 0.26% | −851−10.2% | Reduced |
| Mengis Capital Management, Inc. | 7,474 | $5.81M | 0.90% | +145+2.0% | Added |
| Signet Investment Advisory Group, Inc. | 7,474 | $5.81M | 3.18% | −180−2.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,440 | $5.79M | 0.61% | +1,060+16.6% | Added |
| Greylin Investment Mangement Inc | 7,425 | $5.78M | 0.93% | −1,050−12.4% | Reduced |
| Portfolio Design Labs, LLC | 7,392 | $5.75M | 1.93% | −1,111−13.1% | Reduced |
| Allworth Financial LP | 7,381 | $5.74M | 0.04% | +1,860+33.7% | Added |
| West Oak Capital, LLC | 7,378 | $5.74M | 2.44% | −66−0.9% | Reduced |
| Keebeck Wealth Management, LLC | 7,376 | $5.74M | 0.84% | −101−1.4% | Reduced |
| Enterprise Bank & Trust Co | 7,334 | $5.71M | 1.96% | −980−11.8% | Reduced |
| Wisconsin Capital Management LLC | 7,321 | $5.70M | 2.99% | +55+0.8% | Added |
| Jackson Square Partners, LLC | 7,318 | $5.69M | 0.24% | −71−1.0% | Reduced |
| Fiduciary Group LLC | 7,316 | $5.69M | 0.62% | +176+2.5% | Added |
| Pacific Global Investment Management CO | 7,313 | $5.69M | 1.09% | −34−0.5% | Reduced |
| Wealth Alliance | 7,309 | $5.69M | 0.75% | +88+1.2% | Added |
| Old North State Trust, LLC | 7,307 | $5.68M | 4.80% | +7,307 | New |
| Compass Wealth Management LLC | 7,305 | $5.68M | 1.42% | −420−5.4% | Reduced |
| Lifeworks Advisors, LLC | 7,301 | $5.68M | 1.59% | +361+5.2% | Added |
| Northcape Wealth Management, LLC | 7,287 | $5.67M | 2.07% | 00.0% | Unchanged |
| Fragasso Group Inc. | 7,282 | $5.66M | 0.48% | +108+1.5% | Added |
| Advisors Capital Management, LLC | 7,270 | $5.66M | 0.10% | +1,342+22.6% | Added |
| AlphaStar Capital Management, LLC | 7,269 | $5.66M | 0.58% | +1,922+35.9% | Added |
| Hodges Capital Management Inc. | 7,230 | $5.62M | 0.36% | −1,075−12.9% | Reduced |
| Exencial Wealth Advisors, LLC | 7,215 | $5.61M | 0.21% | −239−3.2% | Reduced |
| AlTi Global, Inc. | 7,211 | $5.61M | 0.16% | +1,192+19.8% | Added |
| Evoke Wealth, LLC | 7,172 | $5.58M | 0.17% | +7,172 | New |
| KLCM Advisors, Inc. | 7,172 | $5.58M | 0.72% | −651−8.3% | Reduced |
| First Nebraska Trust Co | 7,163 | $5.57M | 0.58% | −186−2.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,145 | $5.56M | 0.38% | +407+6.0% | Added |
| Adell Harriman & Carpenter Inc | 7,136 | $5.55M | 0.46% | +1,580+28.4% | Added |
| Estabrook Capital Management | 7,128 | $5.55M | 0.86% | −538−7.0% | Reduced |
| Fiduciary Trust Co | 7,122 | $5.54M | 0.09% | +89+1.3% | Added |
| Meridian Wealth Advisors, LLC | 7,113 | $5.53M | 1.04% | −56−0.8% | Reduced |
| Schechter Investment Advisors, LLC | 7,066 | $5.50M | 0.41% | +64+0.9% | Added |
| Pine Valley Investments Ltd Liability Co | 7,035 | $5.47M | 0.43% | +465+7.1% | Added |
| Pictet North America Advisors SA | 7,025 | $5.47M | 0.61% | +3,010+75.0% | Added |
| Schnieders Capital Management LLC | 7,007 | $5.45M | 1.12% | +783+12.6% | Added |
| Richwood Investment Advisors, LLC | 7,005 | $5.45M | 4.84% | −88−1.2% | Reduced |
| Miura Global Management, LLC | 7,000 | $5.45M | 4.64% | −9,000−56.3% | Reduced |
| DCF Advisers, LLC | 7,000 | $5.45M | 3.28% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 6,995 | $5.44M | 0.89% | +583+9.1% | Added |
| Institutional & Family Asset Management, LLC | 6,993 | $5.44M | 0.87% | −2,067−22.8% | Reduced |
| BOS Asset Management, LLC | 6,976 | $5.43M | 2.85% | −26−0.4% | Reduced |
| Modern Wealth Management, LLC | 6,961 | $5.42M | 0.50% | +5,741+470.6% | Added |
| Confluence Wealth Services, Inc. | 6,960 | $5.41M | 0.48% | −744−9.7% | Reduced |
| Curbstone Financial Management Corp | 6,890 | $5.36M | 1.16% | −210−3.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 6,884 | $5.36M | 0.56% | −52−0.7% | Reduced |
| Black Swift Group, LLC | 6,850 | $5.33M | 1.37% | +2,000+41.2% | Added |
| Focus Financial Network, Inc. | 7,132 | $5.32M | 0.26% | +7,132 | New |
| PKO Investment Management Joint-Stock Co | 6,800 | $5.32M | 0.63% | +300+4.6% | Added |
| Cumberland Partners Ltd | 6,832 | $5.32M | 0.39% | −1,193−14.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,257 | $5.31M | 0.05% | −395−5.2% | Reduced |
| InterOcean Capital Group, LLC | 6,817 | $5.30M | 0.13% | +233+3.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 6,879 | $5.30M | 0.63% | +6,628+2,640.6% | Added |
| GAMMA Investing LLC | 6,805 | $5.29M | 1.08% | +960+16.4% | Added |
| Columbia Asset Management | 9,065 | $5.28M | 1.08% | +15+0.2% | Added |
| Maven Securities LTD | 6,789 | $5.28M | 0.31% | +4,113+153.7% | Added |
| Canandaigua National Bank & Trust Co | 6,773 | $5.27M | 0.78% | −207−3.0% | Reduced |
| Ancora Advisors, LLC | 6,763 | $5.26M | 0.12% | +52+0.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,758 | $5.26M | 1.26% | −524−7.2% | Reduced |
| Delta Financial Group, Inc. | 6,740 | $5.24M | 1.54% | +7+0.1% | Added |
| Institute for Wealth Management, LLC. | 6,739 | $5.24M | 0.68% | +100+1.5% | Added |
| Capital Wealth Planning, LLC | 6,722 | $5.23M | 0.06% | −994−12.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,707 | $5.22M | 0.16% | +17+0.3% | Added |
| S&CO Inc | 6,675 | $5.19M | 0.37% | −1,150−14.7% | Reduced |
| Deltec Asset Management LLC | 6,650 | $5.17M | 1.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 6,647 | $5.17M | 0.47% | −194−2.8% | Reduced |
| Texas Yale Capital Corp. | 6,632 | $5.16M | 0.23% | +34+0.5% | Added |
| Cullinan Associates Inc | 6,628 | $5.16M | 0.29% | +309+4.9% | Added |
| Ayrshire Capital Management LLC | 6,625 | $5.15M | 2.79% | +420+6.8% | Added |
| Koss-Olinger Consulting, LLC | 6,625 | $5.15M | 2.79% | +6,625 | New |
| Forum Private Client Group LLC | 6,602 | $5.14M | 2.48% | −47−0.7% | Reduced |
| Plimoth Trust Co LLC | 6,568 | $5.11M | 1.36% | −484−6.9% | Reduced |
| Investment Partners, Ltd. | 6,551 | $5.10M | 2.31% | +20.0% | Added |
| LJI Wealth Management, LLC | 6,516 | $5.07M | 1.31% | +97+1.5% | Added |
| Mango Five Family, Inc. | 6,516 | $5.07M | 1.68% | −400−5.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,515 | $5.07M | 0.24% | +1,580+32.0% | Added |
| Avantax Planning Partners, Inc. | 6,513 | $5.07M | 0.16% | +426+7.0% | Added |
| Principle Wealth Partners LLC | 6,509 | $5.06M | 0.40% | +87+1.4% | Added |
| Highview Capital Management LLC | 6,509 | $5.06M | 2.28% | −201−3.0% | Reduced |
| Proficio Capital Partners LLC | 6,511 | $5.06M | 0.56% | +106+1.7% | Added |
| RFG Advisory, LLC | 6,500 | $5.06M | 0.17% | +197+3.1% | Added |
| Allen Investment Management LLC | 6,500 | $5.06M | 0.06% | 00.0% | Unchanged |
| Ratan Capital Management LP | 6,500 | $5.06M | 2.69% | +6,500 | New |