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 |
|---|---|---|---|---|---|
| Gold Investment Management Ltd. | 4,525 | $3.52M | 1.42% | −495−9.9% | Reduced |
| First Citizens Financial Corp | 4,524 | $3.52M | 2.09% | −815−15.3% | Reduced |
| AA Financial Advisors, LLC | 4,513 | $3.51M | 1.42% | +3,879+611.8% | Added |
| Koshinski Asset Management, Inc. | 4,513 | $3.51M | 0.36% | +965+27.2% | Added |
| KG&L Capital Management,LLC | 4,511 | $3.51M | 1.39% | +94+2.1% | Added |
| Aaron Wealth Advisors | 4,506 | $3.51M | 0.50% | +951+26.8% | Added |
| HC Advisors, LLC | 4,504 | $3.50M | 1.67% | 00.0% | Unchanged |
| Peterson Wealth Services | 4,487 | $3.49M | 1.27% | +4,487 | New |
| BCS Wealth Management | 4,470 | $3.48M | 1.12% | +513+13.0% | Added |
| Perkins Coie Trust Co | 4,445 | $3.46M | 0.81% | +571+14.7% | Added |
| Boston Research & Management Inc | 4,433 | $3.45M | 0.85% | 00.0% | Unchanged |
| Capital Advisors Inc | 4,419 | $3.44M | 0.07% | +466+11.8% | Added |
| Mount Yale Investment Advisors, LLC | 4,408 | $3.43M | 0.26% | +278+6.7% | Added |
| First Financial Corp | 4,408 | $3.43M | 1.74% | −329−6.9% | Reduced |
| Northern Oak Wealth Management Inc | 4,401 | $3.42M | 0.41% | −45−1.0% | Reduced |
| Probity Advisors, Inc. | 4,396 | $3.42M | 0.71% | −375−7.9% | Reduced |
| Gratus Capital LLC | 4,390 | $3.42M | 0.16% | +1,305+42.3% | Added |
| Hilltop Holdings Inc. | 4,381 | $3.41M | 0.38% | +218+5.2% | Added |
| Catalyst Financial Partners LLC | 4,526 | $3.40M | 0.87% | +158+3.6% | Added |
| NewSquare Capital LLC | 4,356 | $3.39M | 0.30% | +172+4.1% | Added |
| West Family Investments, Inc. | 4,349 | $3.38M | 1.05% | +3+0.1% | Added |
| RDA Financial Network | 4,349 | $3.38M | 1.16% | +324+8.0% | Added |
| Vectors Research Management, LLC | 4,333 | $3.37M | 0.95% | −135,617−96.9% | Reduced |
| Marshall Financial Group LLC | 4,332 | $3.37M | 0.97% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 4,332 | $3.37M | 0.12% | +535+14.1% | Added |
| Avestar Capital, LLC | 4,331 | $3.37M | 0.39% | +799+22.6% | Added |
| Blodgett Wealth Advisors, LLC | 4,328 | $3.37M | 3.05% | +879+25.5% | Added |
| Wealth Management Associates, Inc. | 3,718 | $3.37M | 1.58% | −190−4.9% | Reduced |
| Triangle Securities Wealth Management | 4,327 | $3.37M | 0.96% | −118−2.7% | Reduced |
| Naviter Wealth, LLC | 4,318 | $3.36M | 0.55% | +668+18.3% | Added |
| True North Advisors, LLC | 4,309 | $3.35M | 0.93% | +18+0.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,300 | $3.35M | 1.95% | −40−0.9% | Reduced |
| Everhart Financial Group, Inc. | 4,296 | $3.34M | 0.97% | +429+11.1% | Added |
| Evernest Financial Advisors, LLC | 4,596 | $3.34M | 1.58% | +127+2.8% | Added |
| Legacy Bridge, LLC | 4,290 | $3.34M | 1.95% | −1,023−19.3% | Reduced |
| Woodward Diversified Capital, LLC | 4,280 | $3.33M | 2.08% | +121+2.9% | Added |
| Archford Capital Strategies, LLC | 4,271 | $3.32M | 0.56% | +174+4.2% | Added |
| Towerpoint Wealth, LLC | 4,264 | $3.32M | 1.67% | +38+0.9% | Added |
| Simon Quick Advisors, LLC | 4,264 | $3.32M | 0.25% | +1,337+45.7% | Added |
| Somerville Kurt F | 4,260 | $3.31M | 0.57% | −385−8.3% | Reduced |
| HT Partners LLC | 4,250 | $3.31M | 1.20% | +46+1.1% | Added |
| Philadelphia Trust Co | 4,244 | $3.30M | 0.27% | −20−0.5% | Reduced |
| Sage Mountain Advisors LLC | 4,244 | $3.30M | 0.34% | −195−4.4% | Reduced |
| West Branch Capital LLC | 4,225 | $3.29M | 1.33% | +632+17.6% | Added |
| Warther Private Wealth, LLC | 4,225 | $3.29M | 1.47% | +896+26.9% | Added |
| Guild Investment Management, Inc. | 4,214 | $3.28M | 4.19% | +71+1.7% | Added |
| First Dallas Securities Inc. | 4,203 | $3.27M | 1.50% | −20−0.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,202 | $3.27M | 0.76% | +496+13.4% | Added |
| Graphene Investments SAS | 4,200 | $3.27M | 1.97% | −400−8.7% | Reduced |
| Sutton Place Investors LLC | 4,200 | $3.27M | 1.62% | +1,995+90.5% | Added |
| JCIC Asset Management Inc. | 4,195 | $3.26M | 1.35% | +4,160+11,885.7% | Added |
| First Heartland Consultants, Inc. | 4,194 | $3.26M | 0.34% | +177+4.4% | Added |
| Financial Security Advisor, Inc. | 4,194 | $3.26M | 1.14% | +58+1.4% | Added |
| Geller Advisors LLC | 4,193 | $3.26M | 0.26% | +301+7.7% | Added |
| Legacy Capital Wealth Partners, LLC | 8,456 | $3.26M | 2.32% | +7,925+1,492.5% | Added |
| Evermay Wealth Management LLC | 4,183 | $3.25M | 0.49% | −105−2.4% | Reduced |
| Imprint Wealth LLC | 4,276 | $3.25M | 0.79% | +2,901+211.0% | Added |
| Arden Trust Co | 4,175 | $3.25M | 0.45% | −109−2.5% | Reduced |
| Coastal Investment Advisors, Inc. | 4,173 | $3.25M | 0.67% | +130+3.2% | Added |
| RMR Wealth Builders | 4,172 | $3.25M | 0.39% | +650+18.5% | Added |
| Community Bank, N.A. | 4,166 | $3.24M | 0.43% | −613−12.8% | Reduced |
| Range Financial Group LLC | 4,165 | $3.24M | 1.68% | +60+1.5% | Added |
| Etesian Wealth Advisors, Inc. | 4,161 | $3.24M | 1.86% | −136−3.2% | Reduced |
| Meadow Creek Wealth Advisors LLC | 4,161 | $3.24M | 2.25% | +2,202+112.4% | Added |
| Oak Harvest Investment Services | 4,151 | $3.23M | 0.54% | −504−10.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,150 | $3.23M | 0.53% | +390+10.4% | Added |
| Mechanics Bank Trust Department | 4,139 | $3.22M | 0.47% | −568−12.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 4,133 | $3.22M | 1.33% | −32−0.8% | Reduced |
| Thomasville National Bank | 4,129 | $3.21M | 0.26% | −445−9.7% | Reduced |
| Becker Capital Management Inc | 4,127 | $3.21M | 0.11% | +18+0.4% | Added |
| Legato Capital Management LLC | 4,119 | $3.20M | 0.39% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,119 | $3.20M | 2.20% | −164−3.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,111 | $3.20M | 0.47% | +270+7.0% | Added |
| Boothe Investment Group, Inc. | 4,110 | $3.20M | 1.61% | −5,505−57.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,106 | $3.19M | 0.89% | −316−7.1% | Reduced |
| JT Stratford LLC | 4,105 | $3.19M | 0.64% | −406−9.0% | Reduced |
| Baader Bank INC | 4,071 | $3.17M | 0.26% | +3,031+291.4% | Added |
| Carr Financial Group Corp | 4,068 | $3.16M | 1.05% | −318−7.3% | Reduced |
| Argent Advisors, Inc. | 4,056 | $3.16M | 1.25% | −21−0.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 4,054 | $3.15M | 0.79% | +22+0.5% | Added |
| Angeles Wealth Management, LLC | 4,053 | $3.15M | 0.32% | +644+18.9% | Added |
| Manchester Capital Management LLC | 4,049 | $3.15M | 0.39% | +1,025+33.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 5,373 | $3.13M | 1.20% | −204−3.7% | Reduced |
| Tyche Wealth Partners LLC | 4,009 | $3.12M | 0.76% | +923+29.9% | Added |
| CRA Financial Services, LLC | 4,008 | $3.12M | 0.68% | −84−2.1% | Reduced |
| Silphium Asset Management Ltd | 4,004 | $3.11M | 1.61% | +4+0.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $3.11M | 1.58% | +1,700+73.9% | Added |
| Fukoku Mutual Life Insurance Co | 3,993 | $3.11M | 0.24% | −1,921−32.5% | Reduced |
| Wallington Asset Management, LLC | 3,992 | $3.11M | 0.49% | −80−2.0% | Reduced |
| Berkshire Asset Management LLC | 3,986 | $3.10M | 0.16% | −58−1.4% | Reduced |
| CWA Asset Management Group, LLC | 3,985 | $3.10M | 0.19% | +713+21.8% | Added |
| Aspen Grove Capital, LLC | 3,977 | $3.09M | 0.88% | +76+1.9% | Added |
| Rehmann Capital Advisory Group | 3,972 | $3.09M | 0.23% | −61−1.5% | Reduced |
| Western Financial Corp | 3,962 | $3.08M | 1.89% | +1,274+47.4% | Added |
| BCGM Wealth Management, LLC | 3,950 | $3.07M | 1.10% | +14+0.4% | Added |
| Andrew Hill Investment Advisors, Inc. | 3,947 | $3.07M | 2.71% | +2,053+108.4% | Added |
| Ifrah Financial Services, Inc. | 3,942 | $3.07M | 0.86% | −217−5.2% | Reduced |
| Eqis Capital Management, Inc. | 3,936 | $3.06M | 0.25% | −136−3.3% | Reduced |
| Eagle Wealth Strategies LLC | 4,015 | $3.05M | 2.48% | +10+0.2% | Added |
| Certified Advisory Corp | 3,922 | $3.05M | 0.43% | −8−0.2% | Reduced |