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 |
|---|---|---|---|---|---|
| Lloyd Advisory Services, LLC. | 2,485 | $1.93M | 0.41% | +1,970+382.5% | Added |
| Greenwich Wealth Management LLC | 2,478 | $1.93M | 0.15% | +628+33.9% | Added |
| Northern Financial Advisors Inc | 2,477 | $1.93M | 1.50% | −6−0.2% | Reduced |
| Kessler Investment Group, LLC | 2,476 | $1.93M | 1.19% | +1,840+289.3% | Added |
| Borer Denton & Associates, Inc. | 2,475 | $1.93M | 0.68% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,475 | $1.93M | 0.34% | +98+4.1% | Added |
| Lyell Wealth Management, LP | 2,463 | $1.92M | 0.19% | +32+1.3% | Added |
| Campbell Wealth Management | 2,462 | $1.92M | 0.19% | −85−3.3% | Reduced |
| Nadler Financial Group, Inc. | 2,457 | $1.91M | 0.24% | +30+1.2% | Added |
| Farrow Financial Inc. | 2,452 | $1.91M | 1.34% | +30+1.2% | Added |
| Gardner Lewis Asset Management L P | 2,450 | $1.91M | 0.57% | +2,450 | New |
| McAdam, LLC | 2,446 | $1.90M | 0.12% | +856+53.8% | Added |
| Client First Investment Management LLC | 2,446 | $1.90M | 1.51% | +5+0.2% | Added |
| Personal Cfo Solutions, LLC | 2,438 | $1.90M | 0.30% | +58+2.4% | Added |
| Cornerstone Advisory, LLC | 2,437 | $1.90M | 0.27% | +496+25.6% | Added |
| Ti-Trust, Inc | 2,435 | $1.89M | 1.39% | −1,356−35.8% | Reduced |
| Summit Financial, LLC | 2,435 | $1.89M | 0.11% | −345−12.4% | Reduced |
| Marathon Capital Management | 2,430 | $1.89M | 0.45% | −130−5.1% | Reduced |
| Papp L Roy & Associates | 2,428 | $1.89M | 0.22% | −65−2.6% | Reduced |
| Townsend Asset Management Corp | 2,418 | $1.88M | 0.75% | +20+0.8% | Added |
| Heritage Trust Co | 2,412 | $1.88M | 0.25% | −78−3.1% | Reduced |
| Sonora Investment Management Group, LLC | 2,412 | $1.88M | 0.15% | +89+3.8% | Added |
| Point Break Capital Management, LLC | 2,401 | $1.87M | 2.27% | +1,036+75.9% | Added |
| Atlas Capital Advisors LLC | 2,400 | $1.87M | 0.29% | −82−3.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,380 | $1.86M | 0.26% | −2,602−52.2% | Reduced |
| Retirement Income Solutions, Inc | 2,393 | $1.86M | 0.42% | +1,500+168.0% | Added |
| Red Spruce Capital, LLC | 2,391 | $1.86M | 0.86% | −703−22.7% | Reduced |
| Greatmark Investment Partners, Inc. | 2,387 | $1.86M | 0.26% | +64+2.8% | Added |
| Carlson Capital Management | 2,386 | $1.86M | 0.09% | −234−8.9% | Reduced |
| LS Investment Advisors, LLC | 2,384 | $1.85M | 0.29% | −10.0% | Reduced |
| Peoples Bank | 2,383 | $1.85M | 1.03% | +20+0.8% | Added |
| Quadrant Private Wealth Management, LLC | 2,381 | $1.85M | 0.47% | +31+1.3% | Added |
| Main Street Financial Solutions, LLC | 2,381 | $1.85M | 0.20% | +1,505+171.8% | Added |
| Mizuho Securities Co. Ltd. | 2,380 | $1.85M | 10.19% | +2,380 | New |
| Facet Wealth, Inc. | 2,403 | $1.84M | 0.06% | +27+1.1% | Added |
| Nixon Peabody Trust Co | 2,365 | $1.84M | 0.17% | +575+32.1% | Added |
| Vivaldi Capital Management, LLC | 2,419 | $1.84M | 0.54% | −186−7.1% | Reduced |
| Cunning Capital Partners, LP | 2,355 | $1.83M | 1.01% | +2,355 | New |
| Union Savings Bank | 2,353 | $1.83M | 0.96% | −197−7.7% | Reduced |
| Compass Ion Advisors, LLC | 2,340 | $1.82M | 0.26% | +117+5.3% | Added |
| Liberty Capital Management, Inc. | 2,335 | $1.82M | 0.45% | −15−0.6% | Reduced |
| Stockman Wealth Management, Inc. | 2,330 | $1.81M | 0.32% | +76+3.4% | Added |
| WoodTrust Financial Corp | 2,326 | $1.81M | 0.29% | +364+18.6% | Added |
| Bridge Creek Capital Management LLC | 2,325 | $1.81M | 0.58% | −125−5.1% | Reduced |
| Ameliora Wealth Management Ltd. | 2,325 | $1.81M | 0.82% | +796+52.1% | Added |
| 626 Financial, LLC | 2,324 | $1.81M | 1.09% | −2−0.1% | Reduced |
| RiverPark Advisors, LLC | 2,321 | $1.81M | 1.48% | +310+15.4% | Added |
| Tenon Financial LLC | 2,317 | $1.80M | 1.52% | +2,317 | New |
| Morningstar Investment Services LLC | 2,316 | $1.80M | 0.02% | −851−26.9% | Reduced |
| Bullock Wealth Management Group | 2,357 | $1.79M | 1.20% | +2,357 | New |
| Mill Creek Capital Advisors, LLC | 2,304 | $1.79M | 0.05% | −395−14.6% | Reduced |
| Boltwood Capital Management | 2,303 | $1.79M | 0.56% | −361−13.6% | Reduced |
| Alta Advisers Ltd | 2,300 | $1.79M | 0.89% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 2,299 | $1.79M | 0.39% | +138+6.4% | Added |
| Fortress Wealth Group, LLC | 2,312 | $1.78M | 0.96% | +51+2.3% | Added |
| Mustard Seed Financial, LLC | 2,292 | $1.78M | 1.78% | +2+0.1% | Added |
| Univest Financial Corp | 2,290 | $1.78M | 0.50% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 2,288 | $1.78M | 1.02% | +58+2.6% | Added |
| Tempus Wealth Planning, LLC | 2,288 | $1.78M | 0.78% | +57+2.6% | Added |
| LCNB Corp | 2,285 | $1.78M | 0.64% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,280 | $1.77M | 0.52% | −208−8.4% | Reduced |
| Westside Investment Management, Inc. | 2,276 | $1.77M | 0.42% | −2−0.1% | Reduced |
| Principal Street Partners, LLC | 2,309 | $1.77M | 0.33% | −288−11.1% | Reduced |
| Virtue Capital Management, LLC | 2,334 | $1.77M | 0.32% | +693+42.2% | Added |
| MV Capital Management, Inc. | 2,264 | $1.76M | 0.20% | +4+0.2% | Added |
| Journey Strategic Wealth LLC | 2,257 | $1.76M | 0.08% | +688+43.8% | Added |
| West Coast Financial LLC | 2,254 | $1.75M | 0.21% | +4+0.2% | Added |
| Sheets Smith Wealth Management | 2,253 | $1.75M | 0.20% | −34−1.5% | Reduced |
| Morris Financial Concepts, Inc. | 2,250 | $1.75M | 0.90% | +3+0.1% | Added |
| Westhampton Capital, LLC | 2,249 | $1.75M | 0.96% | −10−0.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,246 | $1.75M | 0.96% | −456−16.9% | Reduced |
| IVC Wealth Advisors LLC | 2,245 | $1.75M | 1.01% | −60−2.6% | Reduced |
| Gleason Group, Inc. | 2,245 | $1.75M | 0.37% | +2+0.1% | Added |
| Criterion Capital Advisors, LLC | 2,229 | $1.73M | 1.16% | −68−3.0% | Reduced |
| Wrapmanager Inc | 2,228 | $1.73M | 0.48% | +357+19.1% | Added |
| Keel Point, LLC | 2,226 | $1.73M | 0.18% | +166+8.1% | Added |
| J. W. Coons Advisors, LLC | 2,219 | $1.73M | 0.39% | −105−4.5% | Reduced |
| HighMark Wealth Management LLC | 2,208 | $1.72M | 1.07% | +193+9.6% | Added |
| FourThought Financial Partners, LLC | 2,211 | $1.72M | 0.20% | −682−23.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,202 | $1.71M | 0.27% | +195+9.7% | Added |
| Merrion Investment Management Co, LLC | 2,200 | $1.71M | 1.22% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 2,193 | $1.71M | 0.11% | +11+0.5% | Added |
| L.M. Kohn & Company | 2,192 | $1.71M | 0.48% | +281+14.7% | Added |
| Holderness Investments Co | 2,185 | $1.70M | 0.42% | +1,040+90.8% | Added |
| Renasant Bank | 2,184 | $1.70M | 1.21% | +3+0.1% | Added |
| New England Research & Management, Inc. | 2,181 | $1.70M | 0.83% | −554−20.3% | Reduced |
| Riverpark Capital Management LLC | 2,181 | $1.70M | 2.33% | +459+26.7% | Added |
| Drive Wealth Management, LLC | 2,180 | $1.70M | 0.48% | +55+2.6% | Added |
| JGP Global Gestao de Recursos Ltda. | 2,177 | $1.69M | 1.09% | −162−6.9% | Reduced |
| Guyasuta Investment Advisors Inc | 2,897 | $1.69M | 0.12% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 2,170 | $1.69M | 0.95% | −146−6.3% | Reduced |
| Cim Investment Mangement Inc | 2,166 | $1.69M | 0.50% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,161 | $1.68M | 0.56% | −484−18.3% | Reduced |
| Convergence Investment Partners, LLC | 2,156 | $1.68M | 0.64% | +602+38.7% | Added |
| Community Financial Services Group, LLC | 2,152 | $1.67M | 0.38% | +2,152 | New |
| DeDora Capital, Inc. | 2,152 | $1.67M | 0.53% | +375+21.1% | Added |
| Sandy Cove Advisors, LLC | 2,151 | $1.67M | 0.77% | −90−4.0% | Reduced |
| Fiduciary Family Office, LLC | 2,149 | $1.67M | 0.66% | +432+25.2% | Added |
| German American Bancorp, Inc. | 2,148 | $1.67M | 0.20% | −7−0.3% | Reduced |
| Orser Capital Management, LLC | 2,147 | $1.67M | 1.64% | +36+1.7% | Added |