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 |
|---|---|---|---|---|---|
| Burns Matteson Capital Management, LLC | 1,430 | $1.11M | 0.72% | −113−7.3% | Reduced |
| Dogwood Wealth Management LLC | 1,427 | $1.11M | 0.75% | −26−1.8% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 1,422 | $1.11M | 0.61% | −1,867−56.8% | Reduced |
| Financial Engines Advisors L.L.C. | 1,418 | $1.10M | 0.00% | +184+14.9% | Added |
| Hudson Value Partners, LLC | 1,415 | $1.10M | 0.47% | −23−1.6% | Reduced |
| ERn Financial, LLC | 1,414 | $1.10M | 0.19% | +50+3.7% | Added |
| Brown Shipley& Co Ltd | 1,446 | $1.10M | 0.35% | −2,331−61.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,409 | $1.10M | 0.61% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 1,409 | $1.10M | 0.31% | +37+2.7% | Added |
| Whitener Capital Management, Inc. | 1,408 | $1.10M | 0.36% | +212+17.7% | Added |
| Wealth Quarterback LLC | 1,400 | $1.09M | 0.61% | +126+9.9% | Added |
| Paragon Capital Management Ltd | 1,400 | $1.09M | 0.19% | −25−1.8% | Reduced |
| Intact Investment Management Inc. | 1,400 | $1.09M | 0.04% | −200−12.5% | Reduced |
| McLean Asset Management Corp | 1,437 | $1.09M | 0.37% | +1+0.1% | Added |
| Laidlaw Wealth Management LLC | 1,398 | $1.09M | 0.61% | −1,379−49.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,395 | $1.09M | 0.29% | −85−5.7% | Reduced |
| Revolve Wealth Partners, LLC | 1,392 | $1.08M | 0.19% | +96+7.4% | Added |
| Plum Street Advisors, LLC | 1,222 | $1.08M | 0.55% | +740+153.5% | Added |
| Pacific Sage Partners, LLC | 1,391 | $1.08M | 0.28% | −100−6.7% | Reduced |
| David J Yvars Group | 1,391 | $1.08M | 0.73% | +485+53.5% | Added |
| Stonebridge Financial Planning Group, LLC | 1,378 | $1.07M | 0.57% | +344+33.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,373 | $1.07M | 2.06% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 1,371 | $1.07M | 0.74% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,367 | $1.06M | 0.56% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,365 | $1.06M | 0.14% | −1,372−50.1% | Reduced |
| CSM Advisors, LLC | 1,362 | $1.06M | 0.07% | −200−12.8% | Reduced |
| Capital Advisors, Ltd. LLC | 1,362 | $1.06M | 0.14% | +15+1.1% | Added |
| Drake & Associates, LLC | 1,359 | $1.06M | 0.39% | +15+1.1% | Added |
| Private Capital Management LLC | 1,358 | $1.06M | 0.23% | +94+7.4% | Added |
| Valley Brook Capital Group | 1,358 | $1.06M | 0.84% | +47+3.6% | Added |
| Capital Planning Advisors, LLC | 1,357 | $1.06M | 0.19% | −4−0.3% | Reduced |
| MBL Wealth, LLC | 1,356 | $1.05M | 0.12% | +3+0.2% | Added |
| XR Securities LLC | 1,353 | $1.05M | 0.31% | +897+196.7% | Added |
| Riverstone Advisors, LLC | 1,350 | $1.05M | 0.63% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,349 | $1.05M | 0.08% | +74+5.8% | Added |
| RFP Financial Group LLC | 1,349 | $1.05M | 0.41% | +32+2.4% | Added |
| Evanson Asset Management, LLC | 1,347 | $1.05M | 0.08% | +68+5.3% | Added |
| USA Financial Portformulas Corp | 1,345 | $1.05M | 0.17% | +1,335+13,350.0% | Added |
| Reliant Investment Management, LLC | 1,338 | $1.04M | 0.49% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,337 | $1.04M | 0.71% | +96+7.7% | Added |
| Strata Wealth Advisors, LLC | 1,334 | $1.04M | 0.37% | +1,334 | New |
| Monterey Private Wealth, Inc. | 1,334 | $1.04M | 0.42% | −10−0.7% | Reduced |
| Arrowroot Family Office, LLC | 1,333 | $1.04M | 0.66% | +1+0.1% | Added |
| Stewart & Patten Co LLC | 1,330 | $1.03M | 0.15% | −230−14.7% | Reduced |
| LexAurum Advisors, LLC | 1,329 | $1.03M | 0.26% | −221−14.3% | Reduced |
| Summit Asset Management, LLC | 1,328 | $1.03M | 0.22% | −29−2.1% | Reduced |
| Eads & Heald Wealth Management | 1,328 | $1.03M | 0.48% | −93−6.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,327 | $1.03M | 0.41% | +1+0.1% | Added |
| PPS&V Asset Management Consultants, Inc. | 1,321 | $1.03M | 0.76% | −24−1.8% | Reduced |
| Moody Aldrich Partners LLC | 1,321 | $1.03M | 0.17% | −442−25.1% | Reduced |
| Delta Investment Management, LLC | 1,319 | $1.03M | 0.23% | −16−1.2% | Reduced |
| Lathrop Investment Management Corp | 1,316 | $1.02M | 0.20% | −160−10.8% | Reduced |
| Weaver Capital Management LLC | 1,308 | $1.02M | 0.35% | −10−0.8% | Reduced |
| Inscription Capital, LLC | 1,306 | $1.02M | 0.17% | +359+37.9% | Added |
| First Trust Investment Solutions L.P. | 1,306 | $1.02M | 0.18% | +139+11.9% | Added |
| Jackson Hole Capital Partners, LLC | 1,306 | $1.02M | 0.23% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 1,305 | $1.01M | 0.77% | +1,305 | New |
| Pointe Capital Management LLC | 1,303 | $1.01M | 0.63% | −55−4.1% | Reduced |
| Hartford Funds Management Co LLC | 1,302 | $1.01M | 0.10% | −190−12.7% | Reduced |
| Requisite Capital Management, LLC | 1,300 | $1.01M | 0.22% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 1,300 | $1.01M | 0.38% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 1,300 | $1.01M | 0.25% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 1,300 | $1.01M | 1.53% | +33+2.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,293 | $1.01M | 0.35% | −100−7.2% | Reduced |
| Smith, Salley & Associates | 1,292 | $1.01M | 0.08% | −1,887−59.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,291 | $1.00M | 0.60% | +85+7.0% | Added |
| Latitude Advisors, LLC | 1,290 | $1.00M | 0.63% | +16+1.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,316 | $1.00M | 0.55% | +45+3.5% | Added |
| Excalibur Management Corp | 1,289 | $1.00M | 0.42% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 1,289 | $1.00M | 0.50% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,286 | $1.00M | 0.05% | −26−2.0% | Reduced |
| Klingman & Associates, LLC | 1,286 | $1.00M | 0.07% | +9+0.7% | Added |
| Wealthstream Advisors, Inc. | 1,284 | $998.8K | 0.38% | −392−23.4% | Reduced |
| Verus Capital Partners, LLC | 1,280 | $996.0K | 0.11% | +60+4.9% | Added |
| NWF Advisory Services Inc. | 1,277 | $994.0K | 0.17% | +138+12.1% | Added |
| First Affirmative Financial Network | 1,275 | $991.9K | 0.73% | −4−0.3% | Reduced |
| CKW Financial Group | 1,302 | $990.0K | 0.13% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 1,270 | $988.0K | 0.06% | −925−42.1% | Reduced |
| Loomis Sayles & Co L P | 1,268 | $986.0K | 0.00% | +243+23.7% | Added |
| JJJ Advisors Inc. | 1,267 | $985.7K | 0.21% | +125+10.9% | Added |
| Financial Management Network Inc | 1,283 | $985.2K | 0.25% | +206+19.1% | Added |
| Chase Investment Counsel Corp | 1,266 | $984.0K | 0.37% | +1,266 | New |
| Cantor Fitzgerald, L. P. | 1,261 | $981.0K | 0.23% | −456−26.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,261 | $981.0K | 0.26% | +1,261 | New |
| Hummer Financial Advisory Services Inc | 1,259 | $979.5K | 0.81% | 00.0% | Unchanged |
| Successful Portfolios LLC | 1,257 | $977.9K | 0.67% | −52−4.0% | Reduced |
| Baldwin Brothers Inc | 1,251 | $973.2K | 0.07% | −21−1.7% | Reduced |
| Intelligence Driven Advisers, LLC | 1,250 | $972.5K | 0.14% | −50−3.8% | Reduced |
| Miller Investment Management, LP | 1,250 | $972.5K | 0.12% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,247 | $970.1K | 0.53% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,247 | $970.1K | 0.38% | +306+32.5% | Added |
| Pacific Capital Partners Ltd | 1,246 | $969.3K | 0.63% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,245 | $968.4K | 0.34% | −95−7.1% | Reduced |
| Ethos Financial Group, LLC | 1,235 | $961.0K | 0.18% | −427−25.7% | Reduced |
| Tactive Advisors, LLC | 1,235 | $960.8K | 0.51% | +433+54.0% | Added |
| Invenio Wealth Partners LLC | 1,234 | $960.0K | 0.52% | −343−21.8% | Reduced |
| Bright Futures Wealth Management, LLC. | 1,054 | $958.0K | 0.52% | +1,054 | New |
| Wallace Capital Management Inc. | 1,230 | $956.9K | 0.13% | −162−11.6% | Reduced |
| Gillespie Robinson & Grimm Inc | 1,230 | $956.9K | 0.08% | −35−2.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,226 | $953.8K | 0.13% | −64−5.0% | Reduced |