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 |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,387 | $2.63M | 1.12% | −60−1.7% | Reduced |
| Campion Asset Management LLC | 3,365 | $2.62M | 2.02% | −10−0.3% | Reduced |
| Constitution Capital LLC | 3,355 | $2.61M | 1.47% | +2,910+653.9% | Added |
| Boothbay Fund Management, LLC | 3,351 | $2.61M | 0.08% | −4,577−57.7% | Reduced |
| Hills Bank & Trust Co | 3,344 | $2.60M | 0.22% | +199+6.3% | Added |
| Tectonic Advisors LLC | 3,334 | $2.59M | 0.20% | +3+0.1% | Added |
| Bangor Savings Bank | 3,326 | $2.59M | 0.26% | −47−1.4% | Reduced |
| Catalytic Wealth RIA, LLC | 3,324 | $2.59M | 0.52% | +895+36.8% | Added |
| Mosaic Financial Group, LLC | 3,299 | $2.57M | 2.06% | +3,299 | New |
| Aries Wealth Management | 3,288 | $2.56M | 0.82% | −145−4.2% | Reduced |
| Means Investment Co., Inc. | 3,282 | $2.55M | 0.33% | −3−0.1% | Reduced |
| Main Street Research LLC | 3,281 | $2.55M | 0.17% | +149+4.8% | Added |
| Wolf Group Capital Advisors | 5,440 | $2.55M | 1.21% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 3,278 | $2.55M | 2.55% | +3,278 | New |
| Ausdal Financial Partners, Inc. | 3,277 | $2.55M | 0.30% | +29+0.9% | Added |
| WealthBridge Capital Management, LLC | 3,273 | $2.55M | 0.86% | +181+5.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,267 | $2.54M | 0.01% | −512−13.5% | Reduced |
| 3Chopt Investment Partners, LLC | 3,263 | $2.54M | 1.04% | −214−6.2% | Reduced |
| Barr E S & Co | 3,261 | $2.54M | 0.17% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,254 | $2.53M | 0.16% | +168+5.4% | Added |
| Newbridge Financial Services Group, Inc. | 3,253 | $2.53M | 1.10% | +3,253 | New |
| Congress Park Capital LLC | 3,252 | $2.53M | 1.12% | −181−5.3% | Reduced |
| Spirit of America Management Corp | 3,250 | $2.53M | 0.51% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,247 | $2.53M | 0.48% | +209+6.9% | Added |
| Deseret Mutual Benefit Administrators | 3,246 | $2.53M | 1.26% | +187+6.1% | Added |
| City State Bank | 3,245 | $2.52M | 1.11% | −203−5.9% | Reduced |
| Financial Sense Advisors, Inc. | 3,244 | $2.52M | 0.90% | +28+0.9% | Added |
| Davidson Capital Management Inc. | 3,242 | $2.52M | 0.81% | +3,242 | New |
| Wealth Dimensions Group, Ltd. | 3,242 | $2.52M | 0.74% | +260+8.7% | Added |
| Souders Financial Advisors | 3,239 | $2.52M | 0.40% | +82+2.6% | Added |
| Barden Capital Management, Inc. | 3,238 | $2.52M | 2.43% | −538−14.2% | Reduced |
| Massmutual Trust Co FSB | 3,219 | $2.50M | 0.08% | −3,233−50.1% | Reduced |
| Benedetti & Gucer, Inc. | 3,214 | $2.50M | 1.24% | +155+5.1% | Added |
| High Note Wealth, LLC | 3,210 | $2.50M | 0.81% | −777−19.5% | Reduced |
| David Loasby | 3,298 | $2.50M | 0.25% | +352+11.9% | Added |
| Taylor Financial Group, Inc. | 3,199 | $2.49M | 1.89% | −10.0% | Reduced |
| RKL Wealth Management LLC | 3,198 | $2.49M | 0.25% | +194+6.5% | Added |
| TFG Advisers LLC | 3,191 | $2.48M | 0.97% | −38−1.2% | Reduced |
| Chilton Investment Co LLC | 3,190 | $2.48M | 0.07% | +133+4.4% | Added |
| Ascension Asset Management LLC | 3,190 | $2.48M | 1.34% | +3,190 | New |
| Stiles Financial Services Inc | 3,186 | $2.48M | 0.99% | −78−2.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 3,172 | $2.47M | 0.31% | −255−7.4% | Reduced |
| Roundview Capital LLC | 3,170 | $2.47M | 0.20% | +337+11.9% | Added |
| SlateStone Wealth, LLC | 3,166 | $2.46M | 0.25% | +33+1.1% | Added |
| IFG Advisory, LLC | 3,157 | $2.46M | 0.18% | +169+5.7% | Added |
| WJ Wealth Management, LLC | 3,150 | $2.45M | 0.98% | +906+40.4% | Added |
| Veracity Capital LLC | 3,149 | $2.45M | 0.95% | −47−1.5% | Reduced |
| Clear Creek Financial Management, LLC | 3,140 | $2.44M | 0.31% | +572+22.3% | Added |
| Game Plan Financial Advisors, LLC | 3,137 | $2.44M | 1.24% | −5−0.2% | Reduced |
| CIC Wealth, LLC | 3,134 | $2.44M | 0.71% | +227+7.8% | Added |
| MRP Capital Investments, LLC | 3,130 | $2.44M | 2.45% | −210−6.3% | Reduced |
| MONECO Advisors, LLC | 3,129 | $2.43M | 0.39% | +98+3.2% | Added |
| Strategic Planning Group, LLC | 3,120 | $2.43M | 0.61% | −588−15.9% | Reduced |
| Crown Wealth Group, LLC | 3,112 | $2.42M | 1.25% | −53−1.7% | Reduced |
| First County Bank | 3,109 | $2.42M | 1.18% | −99−3.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,097 | $2.41M | 0.70% | −134−4.1% | Reduced |
| Archer Investment Corp | 3,095 | $2.41M | 0.72% | −489−13.6% | Reduced |
| Trustmark National Bank Trust Department | 3,085 | $2.40M | 0.20% | +244+8.6% | Added |
| Symphony Financial, Ltd. Co. | 3,084 | $2.40M | 0.56% | −1,275−29.2% | Reduced |
| BSW Wealth Partners | 3,078 | $2.39M | 0.41% | −91−2.9% | Reduced |
| Farmers National Bank | 3,075 | $2.39M | 0.71% | +6+0.2% | Added |
| Blueprint Investment Partners LLC | 3,064 | $2.38M | 0.47% | −141−4.4% | Reduced |
| Portside Wealth Group, LLC | 3,064 | $2.38M | 0.44% | −51−1.6% | Reduced |
| J. Goldman & Co LP | 3,059 | $2.38M | 0.11% | −37,102−92.4% | Reduced |
| Optimist Retirement Group LLC | 3,051 | $2.37M | 1.22% | −1,257−29.2% | Reduced |
| Alta Wealth Advisors LLC | 3,048 | $2.37M | 1.21% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 3,046 | $2.37M | 1.13% | −56−1.8% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 3,044 | $2.37M | 1.29% | +3,044 | New |
| WealthTrust Asset Management, LLC | 3,044 | $2.37M | 1.80% | +4+0.1% | Added |
| SFMG, LLC | 3,042 | $2.37M | 0.20% | −441−12.7% | Reduced |
| Connecticut Wealth Management, LLC | 3,042 | $2.37M | 0.13% | +2+0.1% | Added |
| Traveka Wealth, LLC | 3,037 | $2.36M | 1.09% | −1,143−27.3% | Reduced |
| Mayflower Financial Advisors, LLC | 3,032 | $2.36M | 0.39% | −107−3.4% | Reduced |
| Diversify Advisory Services, LLC | 3,093 | $2.35M | 0.14% | +3,093 | New |
| KPP Advisory Services LLC | 3,019 | $2.35M | 0.64% | −29−1.0% | Reduced |
| Guardian Capital Advisors LP | 3,127 | $2.35M | 0.25% | −600−16.1% | Reduced |
| Centaurus Financial, Inc. | 3,014 | $2.35M | 0.16% | +1,011+50.5% | Added |
| Advisory Alpha, LLC | 3,013 | $2.34M | 0.10% | +1,401+86.9% | Added |
| Carmichael Hill & Associates, Inc. | 3,012 | $2.34M | 0.96% | +35+1.2% | Added |
| AdvisorNet Financial, Inc | 3,008 | $2.34M | 0.23% | −72−2.3% | Reduced |
| Mattern Wealth Management LLC | 3,004 | $2.34M | 0.57% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 6,384 | $2.34M | 0.63% | +6,374+63,740.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,002 | $2.34M | 0.96% | +4+0.1% | Added |
| Spears Abacus Advisors LLC | 2,998 | $2.33M | 0.05% | +752+33.5% | Added |
| MJP Associates Inc | 2,994 | $2.33M | 0.51% | +604+25.3% | Added |
| Benjamin Edwards Inc | 2,992 | $2.33M | 0.46% | +486+19.4% | Added |
| Summit Global Investments | 2,991 | $2.33M | 0.17% | +605+25.4% | Added |
| Kesler, Norman & Wride, LLC | 2,985 | $2.32M | 0.49% | +2,263+313.4% | Added |
| Beach Investment Counsel Inc | 3,970 | $2.31M | 0.29% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 2,974 | $2.31M | 2.00% | +171+6.1% | Added |
| PFG Advisors | 2,968 | $2.31M | 0.17% | +954+47.4% | Added |
| Buffington Mohr McNeal | 2,965 | $2.31M | 0.42% | −38−1.3% | Reduced |
| Pinpoint Asset Management Ltd | 2,962 | $2.30M | 0.37% | +2,962 | New |
| Rakuten Securities, Inc. | 2,956 | $2.30M | 1.01% | +1,542+109.1% | Added |
| Douglas Lane & Associates, LLC | 2,945 | $2.29M | 0.03% | −322−9.9% | Reduced |
| Pavion Blue Capital, LLC | 2,943 | $2.29M | 1.13% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 2,933 | $2.28M | 1.46% | +300+11.4% | Added |
| HHM Wealth Advisors, LLC | 2,930 | $2.28M | 0.38% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 2,927 | $2.28M | 0.49% | +2,927 | New |
| Breakwater Capital Group | 2,925 | $2.28M | 0.57% | +7+0.2% | Added |