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 |
|---|---|---|---|---|---|
| Sivia Capital Partners, LLC | 1,868 | $1.45M | 0.99% | +89+5.0% | Added |
| Chapin Davis, Inc. | 1,867 | $1.45M | 0.53% | −3,232−63.4% | Reduced |
| ADAR1 Capital Management, LLC | 1,865 | $1.45M | 0.40% | +1,865 | New |
| Integrated Investment Consultants, LLC | 1,864 | $1.45M | 0.40% | +1+0.1% | Added |
| Brave Asset Management Inc | 1,864 | $1.45M | 0.38% | +65+3.6% | Added |
| American National Bank & Trust Co | 1,860 | $1.45M | 0.34% | +1,860 | New |
| Collective Family Office LLC | 1,859 | $1.45M | 0.47% | −89−4.6% | Reduced |
| Centiva Capital, LP | 1,857 | $1.44M | 0.08% | −1,316−41.5% | Reduced |
| Omnia Family Wealth, LLC | 1,849 | $1.44M | 0.67% | +43+2.4% | Added |
| Heritage Financial Services, LLC | 1,847 | $1.44M | 0.21% | +28+1.5% | Added |
| BTC Capital Management, Inc. | 1,841 | $1.43M | 0.13% | +1,841 | New |
| Rice Hall James & Associates, LLC | 1,840 | $1.43M | 0.08% | −50−2.6% | Reduced |
| Affiance Financial, LLC | 1,840 | $1.43M | 0.39% | +5+0.3% | Added |
| Beacon Capital Management, LLC | 1,838 | $1.43M | 0.29% | +717+64.0% | Added |
| Balboa Wealth Partners | 1,838 | $1.43M | 0.45% | +736+66.8% | Added |
| Horizon Investment Services, LLC | 1,836 | $1.43M | 0.70% | +7+0.4% | Added |
| Cubic Asset Management, LLC | 1,830 | $1.42M | 0.34% | 00.0% | Unchanged |
| Gries Financial LLC | 1,828 | $1.42M | 0.24% | +1,343+276.9% | Added |
| Red Door Wealth Management, LLC | 1,827 | $1.42M | 0.27% | −299−14.1% | Reduced |
| Gables Capital Management Inc. | 1,826 | $1.42M | 0.78% | +447+32.4% | Added |
| Saxony Capital Management, LLC | 1,824 | $1.42M | 1.71% | +301+19.8% | Added |
| Kennedy Investment Group | 1,821 | $1.42M | 0.76% | +301+19.8% | Added |
| Azzad Asset Management Inc | 1,814 | $1.41M | 0.16% | +45+2.5% | Added |
| Quadcap Wealth Management, LLC | 1,812 | $1.41M | 0.32% | +432+31.3% | Added |
| Rollins Financial Advisors, LLC | 1,810 | $1.41M | 0.27% | +1,028+131.5% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,809 | $1.41M | 1.83% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 1,871 | $1.41M | 0.23% | +9+0.5% | Added |
| S.A. Mason LLC | 1,807 | $1.41M | 0.85% | +21+1.2% | Added |
| Mechanics Financial Corp | 1,806 | $1.40M | 0.73% | −106−5.5% | Reduced |
| World Equity Group, Inc. | 1,806 | $1.40M | 0.29% | −38−2.1% | Reduced |
| Live Oak Private Wealth LLC | 1,803 | $1.40M | 0.24% | −4−0.2% | Reduced |
| Mill Capital Management, LLC | 1,803 | $1.40M | 0.12% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,802 | $1.40M | 0.24% | +77+4.5% | Added |
| Delap Wealth Advisory, LLC | 1,801 | $1.40M | 0.57% | +192+11.9% | Added |
| Tortoise Investment Management, LLC | 1,800 | $1.40M | 0.17% | −46−2.5% | Reduced |
| LBMC Investment Advisors, LLC | 1,800 | $1.40M | 0.12% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 1,797 | $1.40M | 0.40% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,797 | $1.40M | 0.23% | +20+1.1% | Added |
| Destination Wealth Management | 1,796 | $1.40M | 0.05% | −434−19.5% | Reduced |
| LWM Advisory Services, LLC | 1,790 | $1.39M | 1.12% | −9−0.5% | Reduced |
| American Investment Services, Inc. | 1,788 | $1.39M | 0.25% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,788 | $1.39M | 0.84% | −91−4.8% | Reduced |
| OneAscent Financial Services LLC | 1,779 | $1.38M | 0.15% | −230−11.4% | Reduced |
| M&R Capital Management Inc | 1,772 | $1.38M | 0.34% | −605−25.5% | Reduced |
| Sunflower Bank, N.A. | 1,767 | $1.37M | 0.31% | −26−1.5% | Reduced |
| Winthrop Advisory Group LLC | 1,766 | $1.37M | 0.20% | +9+0.5% | Added |
| Wambolt & Associates, LLC | 1,807 | $1.37M | 0.41% | +449+33.1% | Added |
| Cypress Wealth Services, LLC | 1,766 | $1.37M | 0.32% | +106+6.4% | Added |
| Manhattan West Asset Management, LLC | 1,765 | $1.37M | 0.33% | +1,209+217.4% | Added |
| Hixon Zuercher, LLC | 1,762 | $1.37M | 0.58% | −400−18.5% | Reduced |
| XML Financial, LLC | 1,758 | $1.37M | 0.14% | +261+17.4% | Added |
| Gilbert & Cook, Inc. | 1,757 | $1.37M | 0.19% | +9+0.5% | Added |
| GHP Investment Advisors, Inc. | 1,754 | $1.36M | 0.07% | −938−34.8% | Reduced |
| ICA Group Wealth Management, LLC | 1,753 | $1.36M | 0.27% | −809−31.6% | Reduced |
| Girard Partners Ltd. | 1,753 | $1.36M | 0.13% | −120−6.4% | Reduced |
| Vawter Financial, Ltd. | 1,751 | $1.36M | 0.99% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1,751 | $1.36M | 0.84% | +224+14.7% | Added |
| Aspire Private Capital, LLC | 1,750 | $1.36M | 0.36% | +490+38.9% | Added |
| Cobblestone Capital Advisors LLC | 1,748 | $1.36M | 0.09% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 1,744 | $1.36M | 0.61% | +40+2.3% | Added |
| Lakeridge Wealth Management LLC | 1,744 | $1.36M | 0.88% | +18+1.0% | Added |
| Dividend Assets Capital, LLC | 1,743 | $1.36M | 0.29% | +82+4.9% | Added |
| TFB Advisors LLC | 1,744 | $1.35M | 0.49% | +844+93.8% | Added |
| Hallmark Capital Management Inc | 1,739 | $1.35M | 0.10% | +532+44.1% | Added |
| Anfield Capital Management, LLC | 1,739 | $1.35M | 0.65% | +1,739 | New |
| Sage Private Wealth Group, LLC | 1,730 | $1.35M | 1.08% | +19+1.1% | Added |
| First Financial Bank - Trust Division | 1,728 | $1.34M | 0.13% | −20−1.1% | Reduced |
| Cynosure Management, LLC | 1,727 | $1.34M | 0.24% | +775+81.4% | Added |
| WR Wealth Planners, LLC | 1,727 | $1.34M | 0.42% | +61+3.7% | Added |
| Voya Financial Advisors, Inc. | 1,726 | $1.34M | 0.15% | −202−10.5% | Reduced |
| EagleClaw Capital Managment, LLC | 1,725 | $1.34M | 0.24% | −60−3.4% | Reduced |
| Whalen Wealth Management Inc. | 1,724 | $1.34M | 0.99% | −18−1.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,722 | $1.34M | 0.22% | −156−8.3% | Reduced |
| Prosperity Financial Group, Inc. | 1,719 | $1.34M | 0.83% | +195+12.8% | Added |
| Fortem Financial Group, LLC | 1,715 | $1.33M | 0.59% | −46−2.6% | Reduced |
| Providence First Trust Co | 1,709 | $1.33M | 0.58% | +1,239+263.6% | Added |
| Wolff Wiese Magana LLC | 1,705 | $1.33M | 1.14% | +170+11.1% | Added |
| Petra Financial Advisors Inc | 1,748 | $1.33M | 0.97% | +478+37.6% | Added |
| Revisor Wealth Management LLC | 1,942 | $1.32M | 0.60% | +1,942 | New |
| Forte Capital LLC | 1,693 | $1.32M | 0.16% | +53+3.2% | Added |
| Lebenthal Global Advisors, LLC | 1,691 | $1.32M | 0.29% | −276−14.0% | Reduced |
| Michael B. Yongue | 1,690 | $1.31M | 1.15% | −405−19.3% | Reduced |
| Telos Capital Management, Inc. | 1,686 | $1.31M | 0.15% | −3,855−69.6% | Reduced |
| Stevard, LLC | 1,684 | $1.31M | 1.18% | +347+26.0% | Added |
| Silver Lake Advisory, LLC | 1,681 | $1.31M | 0.58% | +1,681 | New |
| MSH Capital Advisors LLC | 1,681 | $1.31M | 0.46% | −868−34.1% | Reduced |
| Advisory Resource Group | 1,680 | $1.31M | 0.30% | −50−2.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,679 | $1.31M | 0.21% | +420+33.4% | Added |
| Motiv8 Investments LLC | 1,677 | $1.30M | 1.01% | −134−7.4% | Reduced |
| Thompson Davis & Co., Inc. | 1,675 | $1.30M | 0.88% | −40−2.3% | Reduced |
| FC Advisory LLC | 1,672 | $1.30M | 0.48% | +7+0.4% | Added |
| One Capital Management, LLC | 1,668 | $1.30M | 0.05% | +433+35.1% | Added |
| CORDA Investment Management, LLC. | 1,667 | $1.30M | 0.10% | +1,667 | New |
| Armor Investment Advisors, LLC | 1,667 | $1.30M | 0.62% | +5+0.3% | Added |
| Whalerock Point Partners, LLC | 1,663 | $1.29M | 0.35% | 00.0% | Unchanged |
| Clare Market Investments LLC | 1,661 | $1.29M | 0.40% | −65−3.8% | Reduced |
| Atticus Wealth Management, LLC | 1,658 | $1.29M | 0.42% | −49−2.9% | Reduced |
| Auxano Advisors, LLC | 1,648 | $1.28M | 0.37% | +191+13.1% | Added |
| Clarus Group, Inc. | 1,644 | $1.28M | 0.90% | 00.0% | Unchanged |
| Foster Group, Inc. | 1,641 | $1.28M | 0.06% | +51+3.2% | Added |