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 |
|---|---|---|---|---|---|
| Invesco, LLC | 5,423 | $4.22M | 1.79% | +99+1.9% | Added |
| Hilltop National Bank | 5,415 | $4.21M | 1.43% | +5,415 | New |
| Sabal Trust CO | 5,413 | $4.21M | 0.24% | +335+6.6% | Added |
| Pure Financial Advisors, Inc. | 5,399 | $4.20M | 0.13% | +1,027+23.5% | Added |
| PFC Capital Group, Inc. | 5,395 | $4.20M | 2.25% | +65+1.2% | Added |
| Harmony Asset Management LLC | 5,392 | $4.20M | 1.73% | +698+14.9% | Added |
| Transform Wealth, LLC | 5,389 | $4.19M | 0.40% | −4,050−42.9% | Reduced |
| GeoWealth Management, LLC | 5,361 | $4.17M | 0.16% | +437+8.9% | Added |
| Resonant Capital Advisors, LLC | 5,359 | $4.17M | 0.36% | +747+16.2% | Added |
| Hudson Canyon Capital Management | 5,354 | $4.17M | 2.68% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 5,348 | $4.16M | 0.21% | +649+13.8% | Added |
| Suncoast Equity Management | 5,331 | $4.15M | 0.49% | +276+5.5% | Added |
| Genus Capital Management Inc. | 5,331 | $4.15M | 0.54% | +5,331 | New |
| Ironwood Financial, llc | 5,330 | $4.15M | 0.95% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,330 | $4.15M | 0.23% | +328+6.6% | Added |
| LM Advisors LLC | 5,320 | $4.14M | 0.66% | −48−0.9% | Reduced |
| Regal Investment Advisors LLC | 5,307 | $4.13M | 0.28% | +499+10.4% | Added |
| First Business Financial Services, Inc. | 5,301 | $4.12M | 0.44% | −10.0% | Reduced |
| Invst, LLC | 5,415 | $4.12M | 0.49% | −218−3.9% | Reduced |
| Carl P. Sherr & Co., LLC | 5,291 | $4.12M | 2.32% | −26−0.5% | Reduced |
| Moloney Securities Asset Management, LLC | 5,284 | $4.11M | 0.62% | +91+1.8% | Added |
| Wealthquest Corp | 5,266 | $4.10M | 0.44% | 00.0% | Unchanged |
| Sym Financial Corp | 5,258 | $4.09M | 0.67% | −883−14.4% | Reduced |
| NVWM, LLC | 5,254 | $4.09M | 1.12% | −192−3.5% | Reduced |
| Pinnacle Bancorp, Inc. | 5,253 | $4.09M | 1.21% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,250 | $4.08M | 0.31% | +75+1.4% | Added |
| Cavalier Investments, LLC | 5,241 | $4.08M | 1.49% | +1,264+31.8% | Added |
| First National Corp | 6,973 | $4.06M | 1.00% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,206 | $4.05M | 0.41% | −10−0.2% | Reduced |
| Independence Bank of Kentucky | 5,197 | $4.04M | 1.21% | +10+0.2% | Added |
| 9258 Wealth Management, LLC | 5,173 | $4.02M | 0.63% | +47+0.9% | Added |
| E Fund Management Co., Ltd. | 5,165 | $4.02M | 0.25% | +3,653+241.6% | Added |
| SMI Advisory Services, LLC | 5,300 | $4.01M | 1.13% | +5,300 | New |
| Csenge Advisory Group | 5,145 | $4.00M | 0.22% | +933+22.2% | Added |
| Quintet Private Bank (Europe) S.A. | 4,543 | $3.99M | 0.18% | −2,366−34.2% | Reduced |
| WSFS Capital Management, LLC | 6,539 | $3.98M | 0.23% | +1,481+29.3% | Added |
| Skopos Labs, Inc. | 5,235 | $3.98M | 1.71% | +387+8.0% | Added |
| Peddock Capital Advisors, LLC | 5,107 | $3.97M | 1.04% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 5,105 | $3.97M | 3.16% | −41−0.8% | Reduced |
| Silvercrest Asset Management Group LLC | 5,094 | $3.96M | 0.03% | −269−5.0% | Reduced |
| United Asset Strategies, Inc. | 5,082 | $3.95M | 0.39% | +174+3.5% | Added |
| Appleton Partners Inc | 5,073 | $3.95M | 0.31% | −296−5.5% | Reduced |
| PDS Planning, Inc | 5,065 | $3.94M | 0.41% | +81+1.6% | Added |
| Deane Retirement Strategies, Inc. | 5,057 | $3.93M | 2.00% | +5,057 | New |
| Freedom Day Solutions, LLC | 5,056 | $3.93M | 1.39% | −502−9.0% | Reduced |
| Level Four Advisory Services, LLC | 6,742 | $3.93M | 0.22% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 5,044 | $3.92M | 0.12% | −22−0.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,033 | $3.92M | 0.15% | −51−1.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,011 | $3.90M | 0.21% | +866+20.9% | Added |
| Finivi Inc. | 5,010 | $3.90M | 3.53% | +33+0.7% | Added |
| Sentry LLC | 5,005 | $3.89M | 0.73% | −20.0% | Reduced |
| Courier Capital LLC | 4,961 | $3.86M | 0.28% | −10−0.2% | Reduced |
| Keudell/Morrison Wealth Management | 4,961 | $3.86M | 1.17% | +349+7.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,945 | $3.85M | 0.94% | −24−0.5% | Reduced |
| Iowa State Bank | 4,944 | $3.85M | 0.85% | +301+6.5% | Added |
| Quent Capital, LLC | 4,943 | $3.85M | 0.45% | +249+5.3% | Added |
| 180 Wealth Advisors, LLC | 4,927 | $3.83M | 0.69% | +2,186+79.8% | Added |
| Capital Square, LLC | 4,926 | $3.83M | 2.71% | +131+2.7% | Added |
| High Net Worth Advisory Group LLC | 4,919 | $3.83M | 1.20% | +67+1.4% | Added |
| Burton Enright Welch | 4,905 | $3.82M | 0.92% | +341+7.5% | Added |
| Atlantic Trust, LLC | 4,905 | $3.82M | 1.00% | +654+15.4% | Added |
| Fort Sheridan Advisors LLC | 4,887 | $3.80M | 0.72% | +3+0.1% | Added |
| Guardian Wealth Advisors, LLC | 4,884 | $3.80M | 0.46% | +98+2.0% | Added |
| Blackhawk Capital Partners LLC. | 4,880 | $3.80M | 2.37% | +20+0.4% | Added |
| Schulhoff & Co Inc | 4,880 | $3.80M | 1.66% | −200−3.9% | Reduced |
| Vista Investment Partners LLC | 4,879 | $3.80M | 1.31% | +35+0.7% | Added |
| Sweet Financial Partners, LLC | 4,849 | $3.77M | 0.87% | +48+1.0% | Added |
| Redwood Investment Management, LLC | 4,845 | $3.77M | 0.36% | +1,305+36.9% | Added |
| WNY Asset Management, LLC | 4,844 | $3.77M | 0.58% | −15−0.3% | Reduced |
| Woodmont Investment Counsel LLC | 4,835 | $3.76M | 0.32% | +74+1.6% | Added |
| Haverford Trust Co | 4,833 | $3.76M | 0.04% | −10.0% | Reduced |
| Lakeview Capital Partners, LLC | 4,832 | $3.76M | 0.61% | −176−3.5% | Reduced |
| Capital Investment Advisory Services, LLC | 4,826 | $3.75M | 0.40% | +179+3.9% | Added |
| Armstrong Advisory Group, Inc | 6,423 | $3.74M | 0.36% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,780 | $3.72M | 0.28% | +3,679+334.2% | Added |
| Heartland Bank & Trust Co | 4,774 | $3.71M | 2.16% | −184−3.7% | Reduced |
| NBC Securities, Inc. | 4,770 | $3.71M | 0.35% | +1,013+27.0% | Added |
| Dantai Capital Ltd | 4,760 | $3.70M | 4.28% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 4,757 | $3.70M | 0.07% | +20.0% | Added |
| KRS Capital Management, LLC | 4,754 | $3.70M | 2.98% | −235−4.7% | Reduced |
| American Money Management, LLC | 4,750 | $3.70M | 0.77% | −3−0.1% | Reduced |
| Atomi Financial Group, Inc. | 4,733 | $3.68M | 0.34% | +1,046+28.4% | Added |
| Ipswich Investment Management Co., Inc. | 4,727 | $3.68M | 0.86% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 4,709 | $3.66M | 0.80% | +742+18.7% | Added |
| Caxton Associates LP | 4,703 | $3.66M | 0.25% | +4,703 | New |
| Kovack Advisors, Inc. | 4,660 | $3.63M | 0.44% | −91−1.9% | Reduced |
| Smartleaf Asset Management LLC | 4,650 | $3.62M | 0.70% | +1,144+32.6% | Added |
| Kathmere Capital Management, LLC | 4,647 | $3.62M | 0.41% | −224−4.6% | Reduced |
| Adirondack Trust Co | 4,632 | $3.60M | 1.51% | −26−0.6% | Reduced |
| Concord Wealth Partners | 4,631 | $3.60M | 0.65% | +987+27.1% | Added |
| Banco de Sabadell, S.A | 4,621 | $3.60M | 2.68% | −288−5.9% | Reduced |
| Sentry Investment Management LLC | 4,619 | $3.59M | 1.40% | 00.0% | Unchanged |
| Dearborn Partners LLC | 4,611 | $3.59M | 0.15% | −66−1.4% | Reduced |
| Howland Capital Management LLC | 4,610 | $3.59M | 0.17% | −252−5.2% | Reduced |
| Ballast, Inc. | 4,575 | $3.56M | 1.12% | −61−1.3% | Reduced |
| NFP Retirement, Inc. | 4,566 | $3.55M | 0.31% | +2,291+100.7% | Added |
| Pinnacle West Asset Management, Inc. | 4,565 | $3.55M | 2.82% | −5−0.1% | Reduced |
| Consilium Wealth Advisory, LLC | 4,551 | $3.54M | 1.99% | +10+0.2% | Added |
| Lokken Investment Group LLC | 4,536 | $3.53M | 1.76% | −224−4.7% | Reduced |
| Advisor OS, LLC | 4,531 | $3.53M | 0.41% | +492+12.2% | Added |