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 |
|---|---|---|---|---|---|
| Estate Counselors, LLC | 2,143 | $1.67M | 0.19% | +2,143 | New |
| Birchcreek Wealth Management, LLC | 2,140 | $1.66M | 0.88% | +68+3.3% | Added |
| Fairfield, Bush & Co. | 2,139 | $1.66M | 0.99% | +24+1.1% | Added |
| Drexel Morgan & Co. | 2,134 | $1.66M | 0.34% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 2,131 | $1.66M | 0.84% | −96−4.3% | Reduced |
| NCM Capital Management, LLC | 2,130 | $1.66M | 0.93% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 2,130 | $1.66M | 0.68% | +100+4.9% | Added |
| Fort Washington Investment Advisors Inc | 2,129 | $1.66M | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,127 | $1.65M | 0.50% | +70+3.4% | Added |
| Sage Rhino Capital LLC | 2,119 | $1.65M | 0.39% | +16+0.8% | Added |
| Scott & Selber, Inc. | 2,119 | $1.65M | 0.56% | −11−0.5% | Reduced |
| Summit Financial Strategies, Inc. | 2,118 | $1.65M | 0.23% | −33−1.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 2,111 | $1.65M | 0.39% | +61+3.0% | Added |
| Van Hulzen Asset Management, LLC | 2,112 | $1.64M | 0.11% | −10.0% | Reduced |
| Semus Wealth Partners LLC | 2,110 | $1.64M | 1.38% | +134+6.8% | Added |
| Fortis Capital Advisors, LLC | 2,105 | $1.64M | 0.69% | −8−0.4% | Reduced |
| Cetera Trust Company, N.A | 2,099 | $1.63M | 0.98% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,095 | $1.63M | 0.42% | +1,568+297.5% | Added |
| US Asset Management LLC | 2,094 | $1.63M | 1.47% | +502+31.5% | Added |
| Unionview, LLC | 2,085 | $1.62M | 1.34% | +6+0.3% | Added |
| Canton Hathaway, LLC | 2,085 | $1.62M | 0.44% | −60−2.8% | Reduced |
| Wealthspan Partners, LLC | 2,082 | $1.62M | 0.95% | +28+1.4% | Added |
| SYSTM Wealth Solutions LLC | 2,078 | $1.62M | 0.20% | +189+10.0% | Added |
| Lazard Freres Gestion S.A.S. | 2,077 | $1.61M | 0.04% | +291+16.3% | Added |
| Kensington Investment Counsel, LLC | 2,072 | $1.61M | 0.74% | 00.0% | Unchanged |
| Marco Investment Management LLC | 2,071 | $1.61M | 0.15% | −159−7.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,069 | $1.61M | 0.55% | 00.0% | Unchanged |
| Kirr Marbach & Co LLC | 2,068 | $1.61M | 0.39% | −3,714−64.2% | Reduced |
| Oarsman Capital, Inc. | 2,062 | $1.60M | 0.38% | −525−20.3% | Reduced |
| Aviso Wealth Management | 2,060 | $1.60M | 1.01% | +139+7.2% | Added |
| Bristlecone Advisors, LLC | 2,057 | $1.60M | 0.14% | +8+0.4% | Added |
| Norden Group LLC | 2,053 | $1.60M | 0.32% | +371+22.1% | Added |
| Archvest Wealth Advisors, Inc. | 2,099 | $1.60M | 1.13% | +2,099 | New |
| Heritage Investment Group, Inc. | 2,047 | $1.59M | 0.33% | +21+1.0% | Added |
| Parkwood LLC | 2,048 | $1.59M | 0.17% | +2,048 | New |
| Susquehanna International Group Ltd. | 2,045 | $1.59M | 0.38% | +2,045 | New |
| Eudaimonia Advisors LLC | 2,035 | $1.58M | 0.84% | +4+0.2% | Added |
| Jupiter Wealth Management LLC | 2,039 | $1.58M | 0.84% | −230−10.1% | Reduced |
| Galvin, Gaustad & Stein, LLC | 2,027 | $1.58M | 0.15% | −483−19.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 2,022 | $1.57M | 0.21% | −19−0.9% | Reduced |
| TBH Global Asset Management, LLC | 2,021 | $1.57M | 0.31% | +199+10.9% | Added |
| Mendel Money Management | 2,015 | $1.57M | 0.73% | −130−6.1% | Reduced |
| Navalign, LLC | 2,012 | $1.57M | 0.52% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 2,011 | $1.56M | 1.31% | +2,011 | New |
| Tiemann Investment Advisors, LLC | 2,007 | $1.56M | 0.70% | +25+1.3% | Added |
| FinTrust Capital Advisors, LLC | 2,007 | $1.56M | 0.30% | +321+19.0% | Added |
| Intrua Financial, LLC | 2,006 | $1.56M | 0.24% | +395+24.5% | Added |
| Onefund, LLC | 2,052 | $1.56M | 1.87% | −57−2.7% | Reduced |
| Diversified Portfolios, Inc. | 2,004 | $1.56M | 0.22% | 00.0% | Unchanged |
| AXS Investments LLC | 2,000 | $1.56M | 0.37% | −475−19.2% | Reduced |
| Helios Capital Management Pte. Ltd | 2,000 | $1.56M | 1.09% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 1,997 | $1.55M | 0.41% | −12−0.6% | Reduced |
| Exchange Capital Management, Inc. | 1,995 | $1.55M | 0.25% | +320+19.1% | Added |
| WealthPlan Investment Management, LLC | 1,992 | $1.55M | 0.24% | −80−3.9% | Reduced |
| Woodard & Co Asset Management Group Inc | 1,991 | $1.55M | 0.41% | +113+6.0% | Added |
| JSF Financial, LLC | 1,989 | $1.55M | 0.48% | +1,067+115.7% | Added |
| New Century Financial Group, LLC | 1,986 | $1.55M | 1.07% | +780+64.7% | Added |
| Alpha Omega Wealth Management LLC | 1,984 | $1.54M | 0.29% | −91−4.4% | Reduced |
| Webster Bank, N. A. | 1,982 | $1.54M | 0.17% | +56+2.9% | Added |
| Exchange Traded Concepts, LLC | 1,981 | $1.54M | 0.04% | −41,115−95.4% | Reduced |
| First National Bank of Hutchinson | 1,981 | $1.54M | 1.03% | +29+1.5% | Added |
| LGL Partners, LLC | 1,980 | $1.54M | 0.26% | −277−12.3% | Reduced |
| William Blair Investment Management, LLC | 1,980 | $1.54M | 0.00% | +1,980 | New |
| James J. Burns & Company, LLC | 2,000 | $1.53M | 0.53% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 2,031 | $1.53M | 0.21% | 00.0% | Unchanged |
| Baxter Bros Inc | 1,958 | $1.52M | 0.20% | −175−8.2% | Reduced |
| Garden State Investment Advisory Services LLC | 1,971 | $1.52M | 0.56% | +211+12.0% | Added |
| Pettyjohn, Wood & White, Inc | 1,954 | $1.52M | 0.30% | 00.0% | Unchanged |
| Aire Advisors, LLC | 1,951 | $1.52M | 0.34% | +133+7.3% | Added |
| SRS Capital Advisors, Inc. | 1,952 | $1.52M | 0.16% | −45−2.3% | Reduced |
| Stone Point Wealth LLC | 1,946 | $1.51M | 0.53% | −25−1.3% | Reduced |
| First Command Advisory Services, Inc. | 1,942 | $1.51M | 0.02% | +572+41.8% | Added |
| D'Orazio & Associates, Inc. | 1,936 | $1.51M | 0.24% | +48+2.5% | Added |
| Redwood Wealth Management Group, LLC | 1,936 | $1.51M | 1.60% | +104+5.7% | Added |
| Fruth Investment Management | 1,935 | $1.50M | 0.39% | −50−2.5% | Reduced |
| Visionary Wealth Advisors | 1,934 | $1.50M | 0.10% | +62+3.3% | Added |
| Atlas Brown,Inc. | 1,931 | $1.50M | 0.55% | +171+9.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,926 | $1.50M | 0.08% | +10+0.5% | Added |
| Buckhead Capital Management LLC | 1,920 | $1.49M | 0.51% | −184−8.7% | Reduced |
| Ignite Planners, LLC | 1,963 | $1.49M | 0.42% | +15+0.8% | Added |
| Nikulski Financial, Inc. | 1,918 | $1.49M | 0.49% | +1,062+124.1% | Added |
| Westover Capital Advisors, LLC | 1,916 | $1.49M | 0.44% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,910 | $1.49M | 0.11% | +238+14.2% | Added |
| JGP Wealth Management, LLC | 1,909 | $1.49M | 0.22% | +66+3.6% | Added |
| Somerset Group LLC | 1,908 | $1.48M | 1.39% | −23−1.2% | Reduced |
| New Jersey Better Educational Savings Trust | 1,908 | $1.48M | 2.81% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 1,902 | $1.48M | 0.92% | −47−2.4% | Reduced |
| Pingora Partners LLC | 1,900 | $1.48M | 1.08% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,900 | $1.48M | 0.34% | −97−4.9% | Reduced |
| Aveo Capital Partners, LLC | 2,006 | $1.47M | 0.16% | −14−0.7% | Reduced |
| Legacy Capital Group California, Inc. | 1,892 | $1.47M | 0.54% | +32+1.7% | Added |
| Trustco Bank Corp N Y | 1,889 | $1.47M | 1.53% | −150−7.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,884 | $1.47M | 0.02% | −2,934−60.9% | Reduced |
| Running Point Capital Advisors, LLC | 1,880 | $1.46M | 0.65% | +854+83.2% | Added |
| Abacus Planning Group, Inc. | 1,877 | $1.46M | 0.29% | −84−4.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,875 | $1.46M | 0.45% | +9+0.5% | Added |
| Essex LLC | 1,874 | $1.46M | 0.34% | +33+1.8% | Added |
| Franklin Street Advisors Inc | 1,871 | $1.46M | 0.11% | +658+54.2% | Added |
| Ted Buchan & Co | 1,871 | $1.46M | 0.89% | +251+15.5% | Added |
| Silver Oak Securities, Inc | 1,871 | $1.46M | 0.22% | +430+29.8% | Added |