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 |
|---|---|---|---|---|---|
| Emprise Bank | 1,084 | $843.3K | 0.57% | +1,084 | New |
| O'Rourke & Company, Inc | 1,083 | $843.0K | 0.49% | +256+31.0% | Added |
| GTS Securities LLC | 1,083 | $842.5K | 0.02% | −15,162−93.3% | Reduced |
| Morton Community Bank | 1,080 | $840.2K | 0.24% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,077 | $837.9K | 0.26% | +208+23.9% | Added |
| Alexander Labrunerie & Co., Inc. | 1,077 | $837.9K | 0.47% | +1,077 | New |
| Foster & Motley Inc | 1,074 | $836.0K | 0.06% | +129+13.7% | Added |
| AlphaCore Capital LLC | 1,073 | $834.9K | 0.22% | +294+37.7% | Added |
| Navis Wealth Advisors, LLC | 1,073 | $834.4K | 1.00% | +1+0.1% | Added |
| Northwest Wealth Management, LLC | 1,072 | $834.0K | 0.23% | +177+19.8% | Added |
| Leisure Capital Management | 1,071 | $833.6K | 0.42% | +156+17.0% | Added |
| Oracle Alpha Inc. | 1,071 | $833.2K | 1.49% | −489−31.3% | Reduced |
| Roof Eidam & Maycock | 1,070 | $832.4K | 0.23% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 1,069 | $831.6K | 0.58% | −1−0.1% | Reduced |
| Innova Wealth Partners | 1,068 | $830.9K | 0.64% | +13+1.2% | Added |
| Register Financial Advisors LLC | 1,067 | $829.9K | 0.43% | +61+6.1% | Added |
| Westmount Partners, LLC | 1,067 | $829.7K | 0.30% | +45+4.4% | Added |
| Pettee Investors, Inc. | 1,066 | $829.3K | 0.35% | −264−19.8% | Reduced |
| Elevated Capital Advisors, LLC | 1,060 | $824.6K | 0.24% | −19−1.8% | Reduced |
| Missouri Trust & Investment Co | 1,060 | $824.6K | 0.32% | +145+15.8% | Added |
| Friedenthal Financial | 1,059 | $823.9K | 0.51% | +984+1,312.0% | Added |
| Pathway Financial Advisers, LLC | 1,057 | $823.0K | 0.30% | +82+8.4% | Added |
| Tilia Fiduciary Partners, Inc. | 1,052 | $818.3K | 0.66% | −4−0.4% | Reduced |
| Cambridge Financial Group, LLC | 1,051 | $817.6K | 0.39% | −76−6.7% | Reduced |
| Barrett & Company, Inc. | 1,051 | $817.6K | 0.39% | +267+34.1% | Added |
| Key Client Fiduciary Advisors, LLC | 1,050 | $816.6K | 0.43% | −4−0.4% | Reduced |
| Paulson Wealth Management Inc. | 1,049 | $816.1K | 0.24% | −20−1.9% | Reduced |
| Capital Analysts, LLC | 1,044 | $812.0K | 0.04% | −40−3.7% | Reduced |
| Charter Oak Capital Management, LLC | 1,040 | $809.3K | 0.09% | +4+0.4% | Added |
| Renaissance Investment Group LLC | 1,040 | $809.1K | 0.19% | −200−16.1% | Reduced |
| Heritage Wealth Management, Inc. | 1,038 | $807.5K | 0.80% | +6+0.6% | Added |
| Cacti Asset Management LLC | 1,000 | $807.4K | 0.07% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 1,037 | $806.4K | 0.49% | +313+43.2% | Added |
| Wulff, Hansen & Co. | 1,035 | $805.2K | 0.80% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,031 | $802.3K | 0.39% | −261−20.2% | Reduced |
| First United Bank Trust | 1,031 | $802.1K | 0.30% | −44−4.1% | Reduced |
| Washington Trust Advisors, Inc. | 1,031 | $801.8K | 0.07% | −74−6.7% | Reduced |
| Mendel Capital Management LLC | 1,031 | $801.7K | 0.53% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,068 | $801.7K | 0.31% | +111+11.6% | Added |
| MGB Wealth Management, LLC | 1,027 | $799.0K | 0.32% | +10+1.0% | Added |
| Harvey Capital Management Inc | 1,025 | $797.4K | 0.23% | +1,025 | New |
| Long Island Wealth Management, Inc. | 1,025 | $797.0K | 0.56% | +5+0.5% | Added |
| Gemmer Asset Management LLC | 1,024 | $796.6K | 0.09% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 1,021 | $794.1K | 0.11% | −243−19.2% | Reduced |
| GEM Asset Management, LLC | 1,058 | $794.0K | 0.53% | 00.0% | Unchanged |
| Marion Wealth Management | 1,020 | $793.6K | 0.24% | +102+11.1% | Added |
| Donald L. Hagan, LLC | 1,020 | $793.5K | 0.42% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 1,019 | $793.0K | 0.80% | +40+4.1% | Added |
| Glass Wealth Management Co LLC | 1,017 | $791.2K | 0.48% | +1,017 | New |
| PCA Investment Advisory Services Inc. | 1,015 | $790.0K | 0.44% | +9+0.9% | Added |
| Mosley Wealth Management | 1,014 | $788.9K | 0.74% | −37−3.5% | Reduced |
| M. Kraus & Co | 1,014 | $788.9K | 0.24% | −15−1.5% | Reduced |
| LWMG, LLC | 1,014 | $788.8K | 0.18% | −92−8.3% | Reduced |
| Signal Advisors Wealth, LLC | 1,013 | $788.1K | 0.20% | +188+22.8% | Added |
| Vista Capital Partners, Inc. | 1,011 | $786.5K | 0.10% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 1,006 | $782.6K | 0.05% | +72+7.7% | Added |
| Partners Capital Investment Group, LLP | 1,004 | $780.8K | 0.02% | −3,052−75.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,004 | $780.7K | 0.27% | +73+7.8% | Added |
| Sittner & Nelson, LLC | 1,003 | $780.2K | 0.39% | 00.0% | Unchanged |
| Janney Capital Management LLC | 1,002 | $780.0K | 0.05% | −1−0.1% | Reduced |
| Global Trust Asset Management, LLC | 1,002 | $779.5K | 0.32% | −300−23.0% | Reduced |
| Family Firm, Inc. | 1,002 | $779.4K | 0.19% | +1+0.1% | Added |
| Covenant Partners, LLC | 1,001 | $778.7K | 0.23% | −2−0.2% | Reduced |
| Garrett Investment Advisors LLC | 1,001 | $778.7K | 0.10% | +14+1.4% | Added |
| Zuckerman Investment Group, LLC | 1,001 | $778.7K | 0.09% | +5+0.5% | Added |
| Alta Capital Management LLC | 1,000 | $778.0K | 0.05% | −1,500−60.0% | Reduced |
| CoreFirst Bank & Trust | 1,000 | $778.0K | 0.49% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 999 | $777.5K | 0.53% | +400+66.8% | Added |
| Vista Wealth Management Group, LLC | 999 | $777.2K | 0.06% | +165+19.8% | Added |
| Florida Financial Advisors, LLC | 999 | $776.8K | 0.57% | +129+14.8% | Added |
| Measured Wealth Private Client Group, LLC | 997 | $775.6K | 0.27% | −515−34.1% | Reduced |
| Riverwater Partners LLC | 995 | $774.1K | 0.57% | +995 | New |
| Paragon Private Wealth Management, LLC | 994 | $773.3K | 0.46% | −8−0.8% | Reduced |
| American Trust Investment Advisors, LLC | 993 | $772.5K | 0.37% | 00.0% | Unchanged |
| Abel Hall, LLC | 993 | $772.2K | 0.58% | +78+8.5% | Added |
| St. Louis Trust Co | 992 | $771.7K | 0.12% | +305+44.4% | Added |
| Financial Partners Group, Inc | 989 | $769.7K | 0.12% | −76−7.1% | Reduced |
| Warren Street Wealth Advisors, LLC | 986 | $767.1K | 0.38% | +22+2.3% | Added |
| Warner Financial, Inc | 984 | $766.0K | 0.38% | −983−50.0% | Reduced |
| Treynor Bancshares, Inc. | 984 | $765.5K | 0.44% | 00.0% | Unchanged |
| PFW Advisors LLC | 982 | $764.0K | 0.23% | +16+1.7% | Added |
| Nabity-Jensen Investment Management Inc | 982 | $764.0K | 0.63% | +25+2.6% | Added |
| Magnolia Wealth Management, LLC | 992 | $763.1K | 0.31% | +992 | New |
| Concorde Asset Management, LLC | 977 | $760.4K | 0.52% | +21+2.2% | Added |
| Tarbox Family Office, Inc. | 976 | $759.4K | 0.13% | −4−0.4% | Reduced |
| Hilltop Partners LLC | 975 | $758.2K | 0.27% | +71+7.9% | Added |
| Knights of Columbus Asset Advisors LLC | 973 | $757.0K | 0.05% | −288−22.8% | Reduced |
| Apollon Financial, LLC | 972 | $756.2K | 0.26% | +203+26.4% | Added |
| Quest Partners LLC | 970 | $754.6K | 0.13% | +433+80.6% | Added |
| Campbell & CO Investment Adviser LLC | 966 | $751.5K | 0.06% | +966 | New |
| Private Client Services, LLC | 959 | $745.8K | 0.50% | +27+2.9% | Added |
| First Financial Bankshares Inc | 955 | $743.0K | 0.02% | −22−2.3% | Reduced |
| Citizens Business Bank | 954 | $742.2K | 0.15% | −139−12.7% | Reduced |
| Plotkin Financial Advisors, LLC | 954 | $742.2K | 0.49% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 952 | $741.0K | 0.57% | −297−23.8% | Reduced |
| O'Dell Group, LLC | 951 | $740.2K | 0.18% | +67+7.6% | Added |
| LRT Capital Management, LLC | 950 | $739.1K | 0.66% | +35+3.8% | Added |
| Gordian Capital Singapore Pte Ltd | 950 | $739.1K | 0.55% | +950 | New |
| Swisher Financial Concepts, Inc. | 978 | $739.0K | 0.64% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 950 | $738.7K | 0.43% | +13+1.4% | Added |