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 |
|---|---|---|---|---|---|
| Financial Council Asset Management Inc | 1,223 | $951.4K | 0.56% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 1,223 | $951.1K | 0.42% | −225−15.5% | Reduced |
| Lantz Financial LLC | 1,220 | $949.5K | 0.31% | +19+1.6% | Added |
| Tradition Wealth Management, LLC | 1,220 | $949.1K | 0.10% | +45+3.8% | Added |
| VisionPoint Advisory Group, LLC | 1,220 | $949.1K | 0.34% | +619+103.0% | Added |
| Greater Midwest Financial Group, LLC | 1,217 | $947.0K | 0.59% | +2+0.2% | Added |
| Waterloo Capital, L.P. | 1,217 | $946.6K | 0.12% | −49−3.9% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 1,215 | $945.2K | 0.47% | −61−4.8% | Reduced |
| Gateway Advisory, LLC | 1,215 | $945.0K | 0.17% | +467+62.4% | Added |
| Eagle Strategies LLC | 1,215 | $945.0K | 0.21% | +117+10.7% | Added |
| Alliance Wealth Advisors, LLC | 1,214 | $944.4K | 0.28% | +64+5.6% | Added |
| W.H. Cornerstone Investments Inc. | 1,213 | $944.0K | 0.68% | +374+44.6% | Added |
| Perennial Investment Advisors, LLC | 1,213 | $943.4K | 0.14% | +215+21.5% | Added |
| Bluesphere Advisors, LLC | 1,210 | $941.3K | 0.52% | +1+0.1% | Added |
| Edgemoor Investment Advisors, Inc. | 1,209 | $940.7K | 0.09% | +16+1.3% | Added |
| Old Port Advisors | 1,208 | $939.7K | 0.29% | −51−4.1% | Reduced |
| Godsey & Gibb Associates | 1,207 | $939.0K | 0.10% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 1,205 | $938.0K | 0.38% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,204 | $937.0K | 0.48% | −7−0.6% | Reduced |
| Virtus ETF Advisers LLC | 1,204 | $936.7K | 0.50% | +192+19.0% | Added |
| Peak Planning Group, LLC | 1,201 | $934.3K | 0.59% | +10+0.8% | Added |
| Shay Capital LLC | 1,200 | $933.6K | 0.27% | +600+100.0% | Added |
| Pegasus Partners Ltd. | 1,199 | $932.8K | 0.10% | +11+0.9% | Added |
| Bouchey Financial Group Ltd | 1,198 | $932.3K | 0.09% | +45+3.9% | Added |
| Lavaca Capital LLC | 1,198 | $932.0K | 0.57% | −1,754−59.4% | Reduced |
| Financial Management Professionals, Inc. | 1,196 | $930.0K | 0.14% | −1,548−56.4% | Reduced |
| Pineridge Advisors LLC | 1,195 | $929.7K | 0.33% | −142−10.6% | Reduced |
| Diametric Capital, LP | 1,195 | $929.7K | 0.52% | +362+43.5% | Added |
| Five Oceans Advisors | 1,191 | $926.5K | 0.48% | −88−6.9% | Reduced |
| Lewis Asset Management, LLC | 1,191 | $926.5K | 0.76% | +11+0.9% | Added |
| National Wealth Management Group, LLC | 1,189 | $925.0K | 0.72% | +738+163.6% | Added |
| Altrius Capital Management Inc | 1,187 | $923.4K | 0.23% | +10+0.8% | Added |
| Legacy Trust | 1,186 | $922.7K | 0.23% | −30−2.5% | Reduced |
| TrueWealth Advisors, LLC | 1,185 | $921.9K | 0.36% | +122+11.5% | Added |
| Adalta Capital Management LLC | 1,185 | $921.9K | 0.51% | +175+17.3% | Added |
| FLC Capital Advisors | 1,184 | $921.1K | 0.23% | −18−1.5% | Reduced |
| Morris Retirement Advisors, LLC | 1,176 | $915.3K | 0.55% | +328+38.7% | Added |
| 1776 Wealth LLC | 1,176 | $914.9K | 0.45% | −30−2.5% | Reduced |
| Stony Point Wealth Management Inc. | 1,172 | $912.1K | 0.40% | −170−12.7% | Reduced |
| Next Capital Management LLC | 1,169 | $909.4K | 0.37% | +1,169 | New |
| Consolidated Planning Corp | 1,166 | $907.1K | 0.16% | +19+1.7% | Added |
| Aurora Private Wealth, Inc. | 1,192 | $907.0K | 0.78% | +62+5.5% | Added |
| Clearwater Capital Advisors, LLC | 1,165 | $906.3K | 0.10% | −37−3.1% | Reduced |
| Robinson Smith Wealth Advisors LLC | 1,165 | $906.3K | 0.87% | −3−0.3% | Reduced |
| Widmann Financial Services, Inc. | 1,164 | $905.5K | 0.76% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,164 | $905.5K | 0.30% | +1,026+743.5% | Added |
| Exchange Bank | 1,163 | $904.8K | 0.74% | −14−1.2% | Reduced |
| CWS Financial Advisors, LLC | 1,163 | $904.8K | 0.37% | −713−38.0% | Reduced |
| McDonald Partners LLC | 1,162 | $904.0K | 0.25% | +7+0.6% | Added |
| Fingerlakes Wealth Management, Inc. | 1,159 | $901.7K | 0.87% | 00.0% | Unchanged |
| Idaho Trust Bank | 1,159 | $901.7K | 0.87% | +1,159 | New |
| Asio Capital, LLC | 1,156 | $899.3K | 0.19% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,156 | $899.2K | 0.07% | −46−3.8% | Reduced |
| Jacobsen Capital Management | 1,155 | $898.5K | 0.42% | +26+2.3% | Added |
| MPS Loria Financial Planners, LLC | 1,154 | $897.9K | 0.30% | −869−43.0% | Reduced |
| Wealth Architects, LLC | 1,153 | $897.1K | 0.12% | +47+4.2% | Added |
| Sterling Investment Counsel, LLC | 1,152 | $896.2K | 0.41% | +2+0.2% | Added |
| Fort Pitt Capital Group, LLC | 1,152 | $895.9K | 0.03% | −32−2.7% | Reduced |
| ProVise Management Group, LLC | 1,150 | $895.3K | 0.08% | −338−22.7% | Reduced |
| UMA Financial Services, Inc. | 1,198 | $894.7K | 0.19% | +243+25.4% | Added |
| Magellan Asset Management Ltd | 1,150 | $894.7K | 0.01% | +1,150 | New |
| BTG Pactual Global Asset Management Ltd | 1,146 | $891.5K | 0.29% | +1,146 | New |
| CBOE Vest Financial, LLC | 1,142 | $888.4K | 0.02% | +1,142 | New |
| Ellis Investment Partners, LLC | 1,141 | $888.0K | 0.19% | −69−5.7% | Reduced |
| Gladius Capital Management LP | 1,141 | $887.7K | 0.88% | −63−5.2% | Reduced |
| Arcadia Investment Management Corp | 1,139 | $886.1K | 0.16% | +480+72.8% | Added |
| Continuum Advisory, LLC | 1,146 | $884.2K | 0.13% | −65−5.4% | Reduced |
| Monarch Capital Management Inc | 1,135 | $883.0K | 0.25% | +23+2.1% | Added |
| New Republic Capital, LLC | 1,133 | $881.5K | 0.56% | +51+4.7% | Added |
| Talisman Wealth Advisors LLC | 1,133 | $881.2K | 1.11% | −50−4.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,129 | $878.3K | 0.31% | +242+27.3% | Added |
| Hoxton Planning & Management, LLC | 1,128 | $877.5K | 0.42% | +58+5.4% | Added |
| Albion Financial Group | 1,126 | $876.0K | 0.07% | −6−0.5% | Reduced |
| Quantum Financial Advisors, LLC | 1,126 | $875.9K | 0.16% | +18+1.6% | Added |
| Gratus Wealth Advisors, LLC | 1,173 | $875.0K | 0.16% | −208−15.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,124 | $874.4K | 0.29% | +6+0.5% | Added |
| McRae Capital Management Inc | 1,121 | $872.1K | 0.19% | −110−8.9% | Reduced |
| Delta Wealth Advisors LLC | 1,120 | $871.3K | 0.90% | +1,120 | New |
| Opus Capital Group, LLC | 1,120 | $871.0K | 0.13% | −159−12.4% | Reduced |
| Dock Street Asset Management Inc | 1,118 | $869.8K | 0.13% | −16−1.4% | Reduced |
| Cassia Capital Partners, LLC | 1,115 | $867.4K | 0.58% | +119+11.9% | Added |
| Fermata Advisors, LLC | 1,113 | $866.2K | 0.20% | +242+27.8% | Added |
| Wayfinding Financial, LLC | 1,113 | $862.0K | 0.50% | +76+7.3% | Added |
| Phillips Financial Management, LLC | 1,106 | $860.5K | 0.07% | +58+5.5% | Added |
| Stillwater Capital Advisors, LLC | 1,104 | $858.8K | 0.13% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 1,103 | $858.4K | 0.19% | +172+18.5% | Added |
| Flaharty Asset Management, LLC | 1,103 | $858.0K | 0.13% | −196−15.1% | Reduced |
| Aspen Investment Management Inc | 1,102 | $857.0K | 0.44% | +18+1.7% | Added |
| Puzo Michael J | 1,100 | $855.8K | 0.24% | −175−13.7% | Reduced |
| CNB Bank | 1,099 | $855.0K | 0.42% | +123+12.6% | Added |
| Richard W. Paul & Associates, LLC | 1,094 | $850.9K | 0.34% | −73−6.3% | Reduced |
| Seven Mile Advisory | 1,092 | $849.8K | 0.64% | +32+3.0% | Added |
| Private Ocean, LLC | 1,092 | $849.5K | 0.09% | +83+8.2% | Added |
| Security Financial Services, INC. | 1,091 | $848.8K | 0.19% | +9+0.8% | Added |
| AlphaMark Advisors, LLC | 1,090 | $848.0K | 0.30% | −127−10.4% | Reduced |
| Mount Vernon Associates Inc | 1,090 | $848.0K | 0.72% | −30−2.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 1,088 | $846.4K | 0.29% | −66−5.7% | Reduced |
| Sage Capital Management, LLC | 1,087 | $846.0K | 0.46% | 00.0% | Unchanged |
| Canopy Partners, LLC | 1,087 | $845.7K | 0.41% | +295+37.2% | Added |
| Northstar Group, Inc. | 1,085 | $844.1K | 0.17% | 00.0% | Unchanged |