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 |
|---|---|---|---|---|---|
| Parnassus Investments | 1,641 | $1.28M | 0.00% | +203+14.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,640 | $1.28M | 0.15% | +447+37.5% | Added |
| Massachusetts Wealth Management | 1,640 | $1.28M | 0.90% | +275+20.1% | Added |
| Longview Financial Advisors, Inc. | 1,638 | $1.27M | 0.96% | 00.0% | Unchanged |
| Camden National Bank | 1,638 | $1.27M | 0.22% | −80−4.7% | Reduced |
| Unigestion Holding SA | 1,636 | $1.27M | 0.06% | −579−26.1% | Reduced |
| NorthStar Asset Management LLC | 1,635 | $1.27M | 0.96% | +220+15.5% | Added |
| Pitti Group Wealth Management, LLC | 1,673 | $1.27M | 1.42% | +14+0.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,633 | $1.27M | 0.80% | +3+0.2% | Added |
| Jmac Enterprises LLC | 1,629 | $1.27M | 0.24% | −197−10.8% | Reduced |
| Solstein Capital, LLC | 1,623 | $1.26M | 0.88% | −11−0.7% | Reduced |
| Financial Advisory Group | 1,619 | $1.26M | 0.22% | +495+44.0% | Added |
| LifePro Asset Management | 1,619 | $1.26M | 0.83% | +252+18.4% | Added |
| Global Financial Private Client, LLC | 1,655 | $1.26M | 0.54% | +215+14.9% | Added |
| Westbourne Investment Advisors, Inc. | 1,618 | $1.26M | 0.46% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,617 | $1.26M | 0.10% | +315+24.2% | Added |
| Brown Wealth Management, LLC | 1,615 | $1.26M | 0.52% | +6+0.4% | Added |
| Westwood Wealth Management | 1,615 | $1.26M | 0.62% | +1,615 | New |
| Engineers Gate Manager LP | 1,611 | $1.25M | 0.03% | −613−27.6% | Reduced |
| Seascape Capital Management | 1,608 | $1.25M | 0.46% | −118−6.8% | Reduced |
| Traphagen Investment Advisors LLC | 1,606 | $1.25M | 0.13% | +83+5.4% | Added |
| MBE Wealth Management, LLC | 1,604 | $1.25M | 0.77% | +153+10.5% | Added |
| Trail Ridge Investment Advisors, LLC | 1,604 | $1.25M | 0.71% | +1,073+202.1% | Added |
| Sather Financial Group Inc | 1,603 | $1.25M | 0.09% | −300−15.8% | Reduced |
| United Community Bank | 1,602 | $1.25M | 0.48% | −448−21.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 1,600 | $1.25M | 0.20% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 1,600 | $1.24M | 1.12% | 00.0% | Unchanged |
| Capital Management Associates | 1,600 | $1.24M | 1.48% | +1,600 | New |
| Cornerstone Wealth Management, LLC | 1,593 | $1.24M | 0.10% | −241−13.1% | Reduced |
| Capital Insight Partners, LLC | 1,589 | $1.24M | 0.23% | −259−14.0% | Reduced |
| StoneCrest Wealth Management, Inc. | 1,583 | $1.23M | 1.07% | +581+58.0% | Added |
| Taylor Frigon Capital Management LLC | 1,582 | $1.23M | 0.59% | −893−36.1% | Reduced |
| WealthPLAN Partners, LLC | 1,578 | $1.23M | 0.13% | +5+0.3% | Added |
| Brady Family Wealth, LLC | 1,577 | $1.23M | 0.40% | −164−9.4% | Reduced |
| HCR Wealth Advisors | 1,575 | $1.23M | 0.19% | +314+24.9% | Added |
| Cox Capital Mgt LLC | 1,575 | $1.23M | 0.76% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,573 | $1.22M | 0.62% | −69−4.2% | Reduced |
| Forbes J M & Co LLP | 1,568 | $1.22M | 0.13% | −25−1.6% | Reduced |
| First Commonwealth Financial Corp | 1,568 | $1.22M | 0.32% | +851+118.7% | Added |
| Apella Capital, LLC | 1,610 | $1.22M | 0.06% | +6+0.4% | Added |
| Occidental Asset Management, LLC | 1,567 | $1.22M | 0.23% | −149−8.7% | Reduced |
| Dover Advisors, LLC | 1,565 | $1.22M | 0.83% | +120+8.3% | Added |
| WMS Partners, LLC | 1,564 | $1.22M | 0.08% | −417−21.0% | Reduced |
| Strategic Advisors LLC | 1,561 | $1.21M | 0.24% | +333+27.1% | Added |
| BHK Investment Advisors, LLC | 1,558 | $1.21M | 0.47% | +553+55.0% | Added |
| Ascent Wealth Partners, LLC | 1,592 | $1.21M | 0.18% | +1,592 | New |
| Aprio Wealth Management, LLC | 1,556 | $1.21M | 0.24% | +378+32.1% | Added |
| Thrive Wealth Management, LLC | 1,554 | $1.21M | 0.25% | +361+30.3% | Added |
| Fusion Capital, LLC | 1,553 | $1.21M | 0.55% | +2+0.1% | Added |
| Patriot Investment Management Inc. | 1,550 | $1.21M | 0.10% | −83−5.1% | Reduced |
| Prospect Financial Services LLC | 1,550 | $1.21M | 1.00% | +146+10.4% | Added |
| Cedar Brook Financial Partners, LLC | 1,548 | $1.20M | 0.24% | +67+4.5% | Added |
| Lee Financial Co | 1,547 | $1.20M | 0.20% | +103+7.1% | Added |
| Plante Moran Financial Advisors, LLC | 1,540 | $1.20M | 0.13% | −200−11.5% | Reduced |
| Nvest Financial, LLC | 1,540 | $1.20M | 0.80% | −4−0.3% | Reduced |
| Sky Investment Group LLC | 1,539 | $1.20M | 0.23% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,531 | $1.19M | 0.14% | +1,531 | New |
| Alpha Family Trust | 1,530 | $1.19M | 0.72% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,529 | $1.19M | 0.11% | −7−0.5% | Reduced |
| Mirador Capital Partners LP | 1,529 | $1.19M | 0.23% | +1,529 | New |
| Granite FO LLC | 1,250 | $1.19M | 0.70% | 00.0% | Unchanged |
| Cooper Financial Group | 1,521 | $1.18M | 0.19% | +211+16.1% | Added |
| Cherry Tree Wealth Management, LLC | 1,521 | $1.18M | 0.30% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,517 | $1.18M | 0.54% | −254−14.3% | Reduced |
| Front Row Advisors LLC | 1,516 | $1.18M | 0.44% | +963+174.1% | Added |
| DMG Group, LLC | 1,515 | $1.18M | 1.02% | −5−0.3% | Reduced |
| Tributary Capital Management, LLC | 1,510 | $1.17M | 0.10% | −205−12.0% | Reduced |
| MBB Public Markets I LLC | 1,510 | $1.17M | 0.08% | +1,510 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,573 | $1.17M | 0.46% | +1,573 | New |
| Asahi Life Asset Management Co., Ltd. | 1,508 | $1.17M | 0.70% | −825−35.4% | Reduced |
| Eagle Ridge Investment Management | 1,505 | $1.17M | 0.11% | −13−0.9% | Reduced |
| Corundum Group, Inc. | 1,502 | $1.17M | 0.56% | −64−4.1% | Reduced |
| Waypoint Capital Advisors, LLC | 1,500 | $1.17M | 0.31% | +25+1.7% | Added |
| Connective Portfolio Management, LLC | 1,500 | $1.17M | 2.05% | +1,500 | New |
| Amplius Wealth Advisors, LLC | 1,499 | $1.17M | 0.13% | −67−4.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 1,499 | $1.17M | 0.07% | +61+4.2% | Added |
| Hollencrest Capital Management | 1,490 | $1.16M | 0.05% | −1,891−55.9% | Reduced |
| SignalPoint Asset Management, LLC | 1,489 | $1.16M | 0.32% | −2−0.1% | Reduced |
| Mayfair Advisory Group, LLC | 1,489 | $1.16M | 0.84% | +80+5.7% | Added |
| Athena Investment Management | 1,488 | $1.16M | 0.69% | −27−1.8% | Reduced |
| Founders Financial Securities LLC | 1,484 | $1.15M | 0.12% | −740−33.3% | Reduced |
| Segment Wealth Management, LLC | 1,482 | $1.15M | 0.09% | +219+17.3% | Added |
| First Western Trust Bank | 1,480 | $1.15M | 0.05% | −189−11.3% | Reduced |
| Nicolet Bankshares Inc | 1,476 | $1.15M | 0.28% | +22+1.5% | Added |
| Pine Harbor Wealth Management, LLC | 1,475 | $1.15M | 0.72% | +1+0.1% | Added |
| Resources Management Corp | 1,475 | $1.15M | 0.17% | +84+6.0% | Added |
| Bell Bank | 1,469 | $1.14M | 0.10% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 1,495 | $1.14M | 0.35% | +1,495 | New |
| Adapt Wealth Advisors, LLC | 1,468 | $1.14M | 0.81% | +1,468 | New |
| Relative Value Partners Group, LLC | 1,767 | $1.14M | 0.07% | −24−1.3% | Reduced |
| Milestone Asset Management, LLC | 1,463 | $1.14M | 0.33% | +681+87.1% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 1,460 | $1.14M | 0.42% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 1,460 | $1.14M | 0.89% | +100+7.4% | Added |
| Community Trust & Investment Co | 1,457 | $1.13M | 0.08% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,457 | $1.13M | 0.37% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,449 | $1.13M | 0.53% | +247+20.5% | Added |
| Wiser Advisor Group LLC | 1,447 | $1.13M | 1.77% | +1,413+4,155.9% | Added |
| Orion Capital Management LLC | 1,440 | $1.12M | 0.60% | −144−9.1% | Reduced |
| Pacific Sun Financial Corp | 1,440 | $1.12M | 0.65% | +1,000+227.3% | Added |
| Prentice Wealth Management LLC | 1,439 | $1.12M | 0.39% | +35+2.5% | Added |