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 |
|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | 6,495 | $5.05M | 0.63% | +164+2.6% | Added |
| American National Bank | 6,495 | $5.05M | 0.67% | −224−3.3% | Reduced |
| Flagship Harbor Advisors, LLC | 6,467 | $5.03M | 0.32% | +599+10.2% | Added |
| D L Carlson Investment Group Inc | 6,460 | $5.03M | 0.98% | −160−2.4% | Reduced |
| Bouvel Investment Partners, LLC | 6,459 | $5.02M | 2.17% | +2,313+55.8% | Added |
| Aft, Forsyth & Company, Inc. | 6,440 | $5.01M | 2.85% | −590−8.4% | Reduced |
| Cabot Wealth Management Inc | 6,428 | $5.00M | 0.65% | −166−2.5% | Reduced |
| Sawyer & Company, Inc | 6,427 | $5.00M | 2.00% | −18−0.3% | Reduced |
| Meritage Portfolio Management | 6,425 | $5.00M | 0.32% | +48+0.8% | Added |
| Cutter & CO Brokerage, Inc. | 6,424 | $5.00M | 1.23% | −362−5.3% | Reduced |
| Clarius Group, LLC | 6,422 | $5.00M | 0.34% | −988−13.3% | Reduced |
| Twinbeech Capital LP | 6,419 | $4.99M | 0.10% | +6,419 | New |
| Venture Visionary Partners LLC | 6,377 | $4.96M | 0.24% | +103+1.6% | Added |
| ZWJ Investment Counsel Inc | 6,345 | $4.94M | 0.22% | +174+2.8% | Added |
| Searle & Co. | 6,332 | $4.93M | 1.26% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 6,312 | $4.91M | 0.88% | +7+0.1% | Added |
| Vision Capital Management, Inc. | 6,310 | $4.91M | 0.73% | −299−4.5% | Reduced |
| Legacy Advisors, LLC | 6,309 | $4.91M | 0.62% | +1,457+30.0% | Added |
| Change Path, LLC | 6,307 | $4.91M | 0.20% | +3,055+93.9% | Added |
| Proequities, Inc. | 6,302 | $4.90M | 0.32% | +559+9.7% | Added |
| DRW Securities, LLC | 6,302 | $4.90M | 0.28% | +3,882+160.4% | Added |
| Parkside Financial Bank & Trust | 6,295 | $4.90M | 0.79% | +1,397+28.5% | Added |
| Lindbrook Capital, LLC | 6,294 | $4.90M | 0.46% | +136+2.2% | Added |
| Dynamic Technology Lab Private Ltd | 6,273 | $4.88M | 0.52% | +2,014+47.3% | Added |
| Investment Research & Advisory Group, Inc. | 6,269 | $4.88M | 2.26% | +3,048+94.6% | Added |
| Mezzasalma Advisors, LLC | 6,243 | $4.86M | 2.30% | +3,275+110.3% | Added |
| IAM Advisory, LLC | 6,229 | $4.85M | 1.33% | −141−2.2% | Reduced |
| Chicago Trust Co NA | 6,223 | $4.84M | 1.00% | +500+8.7% | Added |
| CoreCap Advisors, LLC | 6,207 | $4.83M | 0.26% | +343+5.8% | Added |
| Carret Asset Management, LLC | 6,174 | $4.80M | 0.57% | −390−5.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 6,172 | $4.80M | 0.32% | −1,391−18.4% | Reduced |
| Kercheville Advisors, LLC | 6,145 | $4.78M | 2.26% | +628+11.4% | Added |
| Waddell & Associates, LLC | 6,140 | $4.78M | 0.65% | +440+7.7% | Added |
| Erste Asset Management GmbH | 6,137 | $4.78M | 0.07% | +203+3.4% | Added |
| NorthCrest Asset Manangement, LLC | 6,124 | $4.76M | 0.16% | −108−1.7% | Reduced |
| Nations Financial Group Inc, | 6,122 | $4.76M | 0.40% | +4,124+206.4% | Added |
| TCG Advisory Services, LLC | 6,103 | $4.75M | 0.26% | +1,395+29.6% | Added |
| Tower Bridge Advisors | 6,101 | $4.75M | 0.48% | −1,001−14.1% | Reduced |
| Insigneo Advisory Services, LLC | 6,092 | $4.74M | 0.56% | +1,455+31.4% | Added |
| Bank Hapoalim BM | 6,082 | $4.73M | 0.61% | +871+16.7% | Added |
| Premier Path Wealth Partners, LLC | 6,079 | $4.73M | 0.89% | −45−0.7% | Reduced |
| Wellington Shields Capital Management, LLC | 6,068 | $4.72M | 0.89% | −566−8.5% | Reduced |
| StoneX Group Inc. | 6,064 | $4.72M | 0.42% | +77+1.3% | Added |
| Draper Asset Management, LLC | 6,201 | $4.72M | 4.13% | −50−0.8% | Reduced |
| Oxler Private Wealth LLC | 6,012 | $4.68M | 1.83% | +4,116+217.1% | Added |
| EPG Wealth Management LLC | 6,009 | $4.67M | 1.14% | +180+3.1% | Added |
| Marble Harbor Investment Counsel, LLC | 6,002 | $4.67M | 0.54% | −150−2.4% | Reduced |
| Waycross Partners, LLC | 6,000 | $4.67M | 0.80% | −500−7.7% | Reduced |
| Wealthspire Advisors, LLC | 5,999 | $4.67M | 0.06% | −405−6.3% | Reduced |
| Hartline Investment Corp | 5,959 | $4.64M | 0.82% | −15,975−72.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,959 | $4.64M | 0.82% | −1,327−18.2% | Reduced |
| Welch Group, LLC | 5,941 | $4.62M | 0.23% | +642+12.1% | Added |
| Hurlow Wealth Management Group, Inc. | 5,935 | $4.62M | 1.63% | +10+0.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 5,927 | $4.61M | 1.37% | −94−1.6% | Reduced |
| Beaumont Financial Advisors, LLC | 5,923 | $4.61M | 0.38% | −433−6.8% | Reduced |
| Valley National Advisers Inc | 5,901 | $4.59M | 0.69% | +165+2.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 5,878 | $4.57M | 1.12% | +89+1.5% | Added |
| Leo Wealth, LLC | 5,927 | $4.55M | 0.47% | +171+3.0% | Added |
| Cladis Investment Advisory, LLC | 5,844 | $4.55M | 3.34% | −1,017−14.8% | Reduced |
| Northwest Bancshares, Inc. | 5,844 | $4.55M | 0.72% | +268+4.8% | Added |
| Brooktree Capital Management | 5,832 | $4.54M | 3.50% | −1,257−17.7% | Reduced |
| Grove Bank & Trust | 5,804 | $4.52M | 0.76% | +72+1.3% | Added |
| Affinity Capital Advisors, LLC | 5,801 | $4.51M | 1.01% | −231−3.8% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 5,785 | $4.50M | 0.10% | −25,383−81.4% | Reduced |
| Consolidated Portfolio Review Corp | 5,782 | $4.50M | 1.18% | +62+1.1% | Added |
| Vise Technologies, Inc. | 5,768 | $4.49M | 0.88% | +916+18.9% | Added |
| Bard Financial Services, Inc. | 5,745 | $4.47M | 0.47% | −245−4.1% | Reduced |
| Miracle Mile Advisors, LLC | 5,743 | $4.47M | 0.11% | +600+11.7% | Added |
| Lighthouse Investment Partners, LLC | 5,734 | $4.46M | 0.26% | −4,848−45.8% | Reduced |
| Beaton Management Co. Inc. | 5,727 | $4.46M | 2.43% | +27+0.5% | Added |
| Leavell Investment Management, Inc. | 5,715 | $4.45M | 0.26% | −11−0.2% | Reduced |
| Aviance Capital Partners, LLC | 5,675 | $4.42M | 0.66% | +4,115+263.8% | Added |
| Parthenon LLC | 5,667 | $4.41M | 0.56% | −98−1.7% | Reduced |
| Jeppson Wealth Management, LLC | 5,651 | $4.40M | 1.71% | −629−10.0% | Reduced |
| Van Leeuwen & Company, LLC | 5,638 | $4.39M | 2.22% | +17+0.3% | Added |
| David R. Rahn & Associates Inc. | 5,600 | $4.36M | 1.78% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 5,590 | $4.35M | 0.08% | +1,047+23.0% | Added |
| Boston Family Office LLC | 5,587 | $4.35M | 0.31% | −360−6.1% | Reduced |
| River Wealth Advisors LLC | 5,577 | $4.34M | 0.63% | +3,859+224.6% | Added |
| Sunbelt Securities, Inc. | 5,575 | $4.34M | 0.48% | +3,303+145.4% | Added |
| Harbour Trust & Investment Management Co | 5,572 | $4.33M | 0.54% | +351+6.7% | Added |
| Capital Asset Advisory Services LLC | 5,518 | $4.33M | 0.25% | +198+3.7% | Added |
| Magnus Financial Group LLC | 5,556 | $4.32M | 0.51% | +138+2.5% | Added |
| Mather Group, LLC. | 7,404 | $4.32M | 0.07% | +20.0% | Added |
| Fundamentun, LLC | 5,518 | $4.29M | 0.42% | +109+2.0% | Added |
| Parisi Gray Wealth Management | 5,498 | $4.28M | 1.60% | +75+1.4% | Added |
| Channel Wealth LLC | 5,492 | $4.27M | 1.72% | −59−1.1% | Reduced |
| Executive Wealth Management, LLC | 5,607 | $4.26M | 0.37% | +1,505+36.7% | Added |
| Stansberry Asset Management, LLC | 5,480 | $4.26M | 0.58% | +685+14.3% | Added |
| Van Strum & Towne Inc. | 5,475 | $4.26M | 1.56% | 00.0% | Unchanged |
| Romano Brothers and Company | 5,460 | $4.25M | 0.58% | −263−4.6% | Reduced |
| Amarillo National Bank | 5,459 | $4.25M | 0.79% | +3,978+268.6% | Added |
| Hamilton Point Investment Advisors, LLC | 5,449 | $4.24M | 0.83% | −499−8.4% | Reduced |
| Concentric Capital Strategies, LP | 5,446 | $4.24M | 0.27% | +5,446 | New |
| Cassaday & Co Wealth Management LLC | 5,445 | $4.24M | 0.14% | +827+17.9% | Added |
| Hoylecohen, LLC | 5,442 | $4.23M | 0.32% | −75−1.4% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,570 | $4.23M | 0.81% | −479−7.9% | Reduced |
| Financial Advisory Service, Inc. | 5,436 | $4.23M | 0.37% | −75−1.4% | Reduced |
| Norway Savings Bank | 5,432 | $4.23M | 1.76% | −530−8.9% | Reduced |
| LMR Partners LLP | 5,431 | $4.23M | 0.11% | +5,431 | New |