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 |
|---|---|---|---|---|---|
| Stokes Family Office, LLC | 3,922 | $3.05M | 0.38% | −231−5.6% | Reduced |
| Camden Capital, LLC | 3,919 | $3.05M | 0.27% | −6,014−60.5% | Reduced |
| Lattice Capital Management, LLC | 3,918 | $3.05M | 3.09% | −400−9.3% | Reduced |
| Humankind Investments LLC | 3,915 | $3.05M | 0.81% | −867−18.1% | Reduced |
| Arkadios Wealth Advisors | 3,911 | $3.04M | 0.24% | +107+2.8% | Added |
| CTC LLC | 3,909 | $3.04M | 0.05% | +3,909 | New |
| Ledyard National Bank | 3,898 | $3.03M | 0.29% | −100−2.5% | Reduced |
| Johnson Financial Group, Inc. | 3,892 | $3.03M | 0.16% | −80−2.0% | Reduced |
| Fishman Jay A Ltd | 3,891 | $3.03M | 0.33% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 3,890 | $3.03M | 1.50% | +14+0.4% | Added |
| Bourne Lent Asset Management Inc | 3,886 | $3.02M | 1.22% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 3,884 | $3.02M | 2.33% | −330−7.8% | Reduced |
| Private Wealth Partners, LLC | 3,880 | $3.02M | 0.24% | −850−18.0% | Reduced |
| JB Capital LLC | 3,870 | $3.01M | 0.20% | +2,904+300.6% | Added |
| Commerzbank Aktiengesellschaft | 3,865 | $3.01M | 0.10% | +959+33.0% | Added |
| Doheny Asset Management | 3,856 | $3.00M | 2.47% | +3,209+496.0% | Added |
| Westwood Holdings Group Inc. | 3,839 | $2.99M | 0.02% | +196+5.4% | Added |
| Lumbard & Kellner, LLC | 3,835 | $2.98M | 1.45% | −1,530−28.5% | Reduced |
| Grimes & Company, Inc. | 3,832 | $2.98M | 0.09% | −1,047−21.5% | Reduced |
| Pennsylvania Capital Management Inc | 3,822 | $2.97M | 1.22% | −29−0.8% | Reduced |
| Vaughan David Investments LLC | 3,821 | $2.97M | 0.07% | +239+6.7% | Added |
| Bellecapital International Ltd. | 3,816 | $2.97M | 0.66% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 3,802 | $2.96M | 0.74% | −10,359−73.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,792 | $2.95M | 0.32% | +47+1.3% | Added |
| Family Management Corp | 3,783 | $2.94M | 0.54% | +3,783 | New |
| Midland Wealth Advisors LLC | 3,782 | $2.94M | 0.18% | −403−9.6% | Reduced |
| Millennium Capital Advisors, LLC | 3,781 | $2.94M | 2.08% | +22+0.6% | Added |
| Shilanski & Associates, Inc. | 3,766 | $2.93M | 1.01% | −161−4.1% | Reduced |
| Eagle Rock Investment Company, LLC | 3,758 | $2.92M | 0.54% | −479−11.3% | Reduced |
| Olistico Wealth, LLC | 3,750 | $2.92M | 2.11% | +751+25.0% | Added |
| Rational Advisors LLC | 3,750 | $2.92M | 0.27% | +3,750 | New |
| Accuvest Global Advisors | 3,750 | $2.92M | 1.28% | −150−3.8% | Reduced |
| Copperwynd Financial, LLC | 3,736 | $2.91M | 1.05% | +405+12.2% | Added |
| Brooks, Moore & Associates, Inc. | 3,736 | $2.91M | 1.86% | −50−1.3% | Reduced |
| Trust Point Inc. | 3,736 | $2.91M | 0.23% | +52+1.4% | Added |
| Handelsinvest Investeringsforvaltning | 3,721 | $2.90M | 1.39% | −672−15.3% | Reduced |
| Gryphon Financial Partners LLC | 3,713 | $2.89M | 0.48% | +1,389+59.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,707 | $2.88M | 0.71% | −232−5.9% | Reduced |
| Kuhn & Co Investment Counsel | 3,702 | $2.88M | 2.71% | −359−8.8% | Reduced |
| Oxford Wealth Group, LLC | 3,698 | $2.88M | 2.62% | +3,698 | New |
| Steel Peak Wealth Management LLC | 3,694 | $2.87M | 0.15% | +492+15.4% | Added |
| United Bank | 3,688 | $2.87M | 1.46% | −121−3.2% | Reduced |
| Parcion Private Wealth LLC | 3,687 | $2.87M | 0.25% | +14+0.4% | Added |
| Owen LaRue, LLC | 3,686 | $2.87M | 1.79% | −176−4.6% | Reduced |
| VeraBank, N.A. | 3,679 | $2.86M | 0.89% | −146−3.8% | Reduced |
| Royal Capital Wealth Management, LLC | 3,678 | $2.86M | 2.25% | +484+15.2% | Added |
| Aureus Asset Management, LLC | 3,677 | $2.86M | 0.20% | +23+0.6% | Added |
| Chesapeake Wealth Management | 3,672 | $2.86M | 1.04% | −509−12.2% | Reduced |
| InTrack Investment Management Inc | 3,653 | $2.84M | 2.11% | −425−10.4% | Reduced |
| Peak Financial Advisors LLC | 3,650 | $2.84M | 1.73% | −354−8.8% | Reduced |
| Catalina Capital Group, LLC | 3,638 | $2.83M | 1.21% | +1,694+87.1% | Added |
| Clean Yield Group | 3,633 | $2.83M | 1.10% | −110−2.9% | Reduced |
| Van Cleef Asset Management,Inc | 3,631 | $2.82M | 0.36% | −45−1.2% | Reduced |
| Opinicus Capital, Inc. | 3,625 | $2.82M | 2.50% | +40+1.1% | Added |
| Baker Tilly Wealth Management, LLC | 3,623 | $2.82M | 0.51% | −517−12.5% | Reduced |
| Claro Advisors LLC | 3,614 | $2.81M | 0.49% | +2,272+169.3% | Added |
| Avidian Wealth Solutions, LLC | 3,608 | $2.81M | 0.15% | +664+22.6% | Added |
| Patron Partners Advisors, LLC | 3,603 | $2.80M | 1.71% | +3+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 3,593 | $2.80M | 0.22% | −231−6.0% | Reduced |
| Steward Partners Investment Solutions, LLC | 3,589 | $2.79M | 0.47% | +865+31.8% | Added |
| Sippican Capital Advisors | 3,586 | $2.79M | 2.17% | −1,091−23.3% | Reduced |
| Planned Solutions, Inc. | 3,580 | $2.79M | 1.37% | +154+4.5% | Added |
| Cairn Investment Group, Inc. | 3,580 | $2.79M | 1.60% | −400−10.1% | Reduced |
| Burns J W & Co Inc | 3,576 | $2.78M | 0.39% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 3,562 | $2.77M | 1.12% | +1,332+59.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,560 | $2.77M | 1.31% | +150+4.4% | Added |
| John G Ullman & Associates Inc | 3,558 | $2.77M | 0.42% | −440−11.0% | Reduced |
| Revere Asset Management, Inc | 3,549 | $2.76M | 3.58% | +3,549 | New |
| Stablepoint Partners, LLC | 3,537 | $2.75M | 0.56% | +779+28.2% | Added |
| Hanlon Investment Management, Inc. | 3,534 | $2.75M | 0.84% | +112+3.3% | Added |
| EverSource Wealth Advisors, LLC | 3,509 | $2.74M | 0.22% | +420+13.6% | Added |
| River Street Advisors LLC | 3,517 | $2.74M | 1.85% | +5+0.1% | Added |
| Keystone Financial Group | 3,511 | $2.73M | 0.40% | +1,118+46.7% | Added |
| LVW Advisors, LLC | 3,504 | $2.73M | 0.46% | −356−9.2% | Reduced |
| Little House Capital LLC | 3,503 | $2.73M | 0.90% | +988+39.3% | Added |
| Ellevest, Inc. | 3,501 | $2.72M | 0.17% | +87+2.5% | Added |
| Peterson Wealth Management | 3,489 | $2.71M | 1.96% | +700+25.1% | Added |
| Capitol Family Office, Inc. | 3,489 | $2.71M | 3.51% | −157−4.3% | Reduced |
| First National Bank & Trust Co of Newtown | 3,484 | $2.71M | 0.55% | −50−1.4% | Reduced |
| DF Dent & Co Inc | 3,478 | $2.71M | 0.03% | −16−0.5% | Reduced |
| Harvest Investment Services, LLC | 3,475 | $2.70M | 1.09% | −308−8.1% | Reduced |
| Berkshire Bank | 3,475 | $2.70M | 0.67% | −4−0.1% | Reduced |
| WealthShield Partners, LLC | 3,465 | $2.70M | 0.44% | −770−18.2% | Reduced |
| Summit X, LLC | 3,429 | $2.69M | 0.69% | −229−6.3% | Reduced |
| Concord Asset Management, LLC | 3,458 | $2.69M | 0.71% | +590+20.6% | Added |
| United Bank | 3,456 | $2.69M | 0.32% | 00.0% | Unchanged |
| Tufton Capital Management | 3,452 | $2.69M | 0.53% | +1,116+47.8% | Added |
| Thompson Siegel & Walmsley LLC | 3,445 | $2.68M | 0.04% | −398−10.4% | Reduced |
| Boston Trust Walden Corp | 3,441 | $2.68M | 0.02% | −185−5.1% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,430 | $2.67M | 0.28% | +10.0% | Added |
| Centerpoint Advisors, LLC | 3,428 | $2.67M | 1.00% | −5−0.1% | Reduced |
| Ironwood Investment Counsel, LLC | 3,428 | $2.67M | 0.47% | +10.0% | Added |
| Sandbox Financial Partners, LLC | 3,427 | $2.67M | 1.12% | +1,213+54.8% | Added |
| Capital Market Strategies LLC | 3,424 | $2.66M | 2.03% | −26−0.8% | Reduced |
| Oakworth Capital, Inc. | 3,424 | $2.66M | 0.20% | −209−5.8% | Reduced |
| Guardian Asset Advisors, LLC | 3,415 | $2.66M | 2.20% | +91+2.7% | Added |
| Callan Capital, LLC | 3,407 | $2.65M | 0.23% | +579+20.5% | Added |
| Hanson & Doremus Investment Management | 3,400 | $2.65M | 0.46% | +3+0.1% | Added |
| Prosperity Consulting Group, LLC | 3,395 | $2.64M | 0.33% | +2,211+186.7% | Added |
| Linscomb & Williams, Inc. | 3,389 | $2.64M | 0.14% | +17+0.5% | Added |