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 $942.8B 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
- 3,466
- +234 vs. Q4 2023
- Shares held
- 782.3M
- −781.2K (−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
- 1,288 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 | $942.8B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 56,387 | $43.9M | 0.73% | +1,849+3.4% | Added |
| J.P. Marvel Investment Advisors, LLC | 55,938 | $43.5M | 7.53% | −133−0.2% | Reduced |
| Compagnie Lombard Odier SCmA | 55,835 | $43.4M | 0.77% | +14,574+35.3% | Added |
| Bokf, NA | 57,078 | $43.4M | 0.79% | −382−0.7% | Reduced |
| Oak Ridge Investments LLC | 55,603 | $43.3M | 4.36% | +2,030+3.8% | Added |
| Sequoia Financial Advisors, LLC | 54,785 | $42.6M | 0.53% | −9,538−14.8% | Reduced |
| Fullerton Fund Management Co Ltd. | 54,186 | $42.2M | 2.00% | +3,514+6.9% | Added |
| Rhenman & Partners Asset Management AB | 54,175 | $42.1M | 3.99% | −23,830−30.5% | Reduced |
| Stonegate Investment Group, LLC | 53,795 | $41.9M | 1.31% | −12,923−19.4% | Reduced |
| First Manhattan Co | 53,462 | $41.6M | 0.13% | −5,129−8.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 53,210 | $41.4M | 0.78% | +15,018+39.3% | Added |
| Financial Counselors Inc | 53,046 | $41.3M | 0.70% | +1,124+2.2% | Added |
| Spire Wealth Management | 31,457 | $40.8M | 1.10% | +378+1.2% | Added |
| Simplicity Wealth,LLC | 51,822 | $40.3M | 0.96% | +51,330+10,432.9% | Added |
| Terry L. Blaker | 51,627 | $40.2M | 3.02% | +827+1.6% | Added |
| Hartford Investment Management Co | 51,531 | $40.1M | 1.42% | −2,189−4.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 51,391 | $40.0M | 4.79% | +1,101+2.2% | Added |
| Guggenheim Capital LLC | 51,039 | $39.7M | 0.28% | −15,217−23.0% | Reduced |
| Madison Asset Management, LLC | 50,985 | $39.7M | 0.49% | +180.0% | Added |
| Kingsview Wealth Management, LLC | 50,631 | $39.4M | 0.99% | +1,421+2.9% | Added |
| Farmers & Merchants Investments Inc | 49,930 | $38.8M | 1.31% | +31+0.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 49,581 | $38.6M | 0.17% | −15,504−23.8% | Reduced |
| Ronald Blue Trust, Inc. | 49,384 | $38.4M | 0.54% | −6,180−11.1% | Reduced |
| Investment House LLC | 49,320 | $38.4M | 2.26% | +121+0.2% | Added |
| Ieq Capital, LLC | 48,903 | $38.0M | 0.55% | +3,866+8.6% | Added |
| Picton Mahoney Asset Management | 48,267 | $37.5M | 1.58% | −959−1.9% | Reduced |
| Bleakley Financial Group, LLC | 48,205 | $37.5M | 1.09% | +2,041+4.4% | Added |
| Valiant Capital Management, L.P. | 48,100 | $37.4M | 4.41% | 00.0% | Unchanged |
| Shell Asset Management Co | 41,172 | $37.3M | 1.70% | −3,934−8.7% | Reduced |
| Atria Investments LLC | 47,850 | $37.2M | 0.51% | +5,650+13.4% | Added |
| Securian Asset Management, Inc | 46,968 | $36.5M | 1.07% | −3,567−7.1% | Reduced |
| Dodge & Cox | 46,925 | $36.5M | 0.02% | −7,104−13.1% | Reduced |
| Colony Group, LLC | 46,791 | $36.4M | 0.30% | +15,224+48.2% | Added |
| Northeast Investment Management | 46,673 | $36.3M | 1.78% | +5,361+13.0% | Added |
| Maple Capital Management, Inc. | 46,472 | $36.2M | 3.29% | −950−2.0% | Reduced |
| Wolverine Trading, LLC | 46,469 | $36.2M | 0.37% | +31,273+205.8% | Added |
| Quantinno Capital Management LP | 46,459 | $36.1M | 0.79% | +14,631+46.0% | Added |
| Louisiana State Employees Retirement System | 46,400 | $36.1M | 0.70% | −1,800−3.7% | Reduced |
| Metis Global Partners, LLC | 46,324 | $36.0M | 1.31% | +107+0.2% | Added |
| Azimuth Capital Investment Management LLC | 46,275 | $36.0M | 1.49% | −3,720−7.4% | Reduced |
| Adviser Investments LLC | 46,262 | $36.0M | 0.48% | −12,815−21.7% | Reduced |
| De Burlo Group Inc | 45,911 | $35.7M | 4.74% | −7,513−14.1% | Reduced |
| Central Trust Co | 45,621 | $35.5M | 0.88% | −589−1.3% | Reduced |
| Shufro Rose & Co LLC | 45,584 | $35.5M | 2.93% | −50.0% | Reduced |
| Advisory Services Network, LLC | 45,528 | $35.4M | 0.79% | +2,225+5.1% | Added |
| Parsifal Capital Management, LP | 44,800 | $34.9M | 2.41% | +44,800 | New |
| Tokio Marine Asset Management Co Ltd | 44,308 | $34.5M | 1.74% | −3,501−7.3% | Reduced |
| Beacon Pointe Advisors, LLC | 44,205 | $34.4M | 0.38% | −21,906−33.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 43,951 | $34.2M | 3.18% | −5,497−11.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 43,928 | $34.2M | 2.63% | −12,056−21.5% | Reduced |
| Artisan Partners Limited Partnership | 43,672 | $34.0M | 0.05% | −10,712−19.7% | Reduced |
| Tobam | 43,604 | $33.9M | 3.04% | −13,302−23.4% | Reduced |
| Wendell David Associates Inc | 43,564 | $33.9M | 3.42% | +50+0.1% | Added |
| Atria Wealth Solutions, Inc. | 43,302 | $33.7M | 0.38% | −991−2.2% | Reduced |
| Assetmark, Inc | 42,961 | $33.4M | 0.11% | +2,563+6.3% | Added |
| Savant Capital, LLC | 42,951 | $33.4M | 0.38% | +1,301+3.1% | Added |
| Williamson Legacy Group, LLC | 42,879 | $33.4M | 25.84% | −104−0.2% | Reduced |
| Ziegler Capital Management, LLC | 42,778 | $33.3M | 1.27% | +24,205+130.3% | Added |
| South Street Advisors LLC | 42,704 | $33.2M | 5.30% | −104−0.2% | Reduced |
| Cornerstone Advisors, LLC | 42,300 | $32.9M | 1.36% | −1,700−3.9% | Reduced |
| La Banque Postale Asset Management SA | 42,284 | $32.9M | 1.31% | −6,631−13.6% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 42,709 | $32.5M | 19.22% | −1,205−2.7% | Reduced |
| Andra AP-fonden | 41,400 | $32.2M | 0.57% | +41,400 | New |
| Pinnacle Financial Partners Inc | 41,160 | $32.0M | 0.69% | +3,620+9.6% | Added |
| D.A. Davidson & Co. | 41,027 | $31.9M | 0.29% | +2,508+6.5% | Added |
| United Capital Financial Advisers, LLC | 40,616 | $31.6M | 0.26% | +1,873+4.8% | Added |
| Evercore Wealth Management, LLC | 40,538 | $31.5M | 0.49% | −5,469−11.9% | Reduced |
| Vestor Capital, LLC | 40,297 | $31.4M | 2.65% | +4,365+12.1% | Added |
| New Mexico Educational Retirement Board | 40,208 | $31.3M | 1.12% | −800−2.0% | Reduced |
| Lido Advisors, LLC | 40,029 | $31.1M | 0.28% | +1,895+5.0% | Added |
| Citizens Financial Group Inc | 39,599 | $30.8M | 1.03% | +340+0.9% | Added |
| Perigon Wealth Management, LLC | 38,966 | $30.3M | 0.92% | −2,028−4.9% | Reduced |
| Colonial Trust Advisors | 38,836 | $30.2M | 2.99% | −817−2.1% | Reduced |
| Twin Tree Management, LP | 38,735 | $30.1M | 0.68% | −4,793−11.0% | Reduced |
| HB Wealth Management, LLC | 38,715 | $30.1M | 0.38% | +1,101+2.9% | Added |
| Congress Wealth Management LLC | 38,576 | $30.0M | 0.52% | +2,212+6.1% | Added |
| Toroso Investments, LLC | 38,519 | $30.0M | 0.51% | +7,559+24.4% | Added |
| Granite Investment Partners, LLC | 38,241 | $29.7M | 1.13% | −3,163−7.6% | Reduced |
| KCM Investment Advisors LLC | 38,191 | $29.7M | 1.10% | −41−0.1% | Reduced |
| Great Lakes Advisors, LLC | 37,997 | $29.6M | 0.25% | +13,083+52.5% | Added |
| LVM Capital Management Ltd | 37,833 | $29.4M | 3.48% | −70−0.2% | Reduced |
| 1st Source Bank | 37,807 | $29.4M | 1.71% | −255−0.7% | Reduced |
| NTV Asset Management LLC | 37,386 | $29.1M | 4.43% | −447−1.2% | Reduced |
| Avantax Advisory Services, Inc. | 37,373 | $29.1M | 0.26% | −10.0% | Reduced |
| Grey Street Capital, LLC | 36,907 | $28.7M | 3.89% | +6,753+22.4% | Added |
| Acadian Asset Management LLC | 36,897 | $28.7M | 0.10% | +2,289+6.6% | Added |
| Employees Provident Fund Board | 36,800 | $28.6M | 0.50% | −1,140−3.0% | Reduced |
| Crestwood Advisors Group LLC | 36,690 | $28.5M | 0.62% | +2,763+8.1% | Added |
| Allianz SE | 36,673 | $28.5M | 0.90% | +36,673 | New |
| Burney Co | 36,616 | $28.5M | 1.09% | −518−1.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 36,585 | $28.5M | 2.27% | +163+0.4% | Added |
| Crossmark Global Holdings, Inc. | 36,510 | $28.4M | 0.54% | −612−1.6% | Reduced |
| Winslow Asset Management Inc | 36,458 | $28.4M | 5.34% | −1,045−2.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 36,425 | $28.3M | 0.32% | −1,653−4.3% | Reduced |
| Gamco Investors, Inc. Et Al | 36,349 | $28.3M | 0.29% | −286−0.8% | Reduced |
| Oppenheimer Asset Management Inc. | 36,239 | $28.2M | 0.41% | −3,993−9.9% | Reduced |
| Squarepoint Ops LLC | 36,198 | $28.2M | 0.12% | −76,590−67.9% | Reduced |
| Simplex Trading, LLC | 36,141 | $28.1M | 0.82% | +36,141 | New |
| Lombard Odier Asset Management (Switzerland) SA | 36,101 | $28.1M | 1.98% | +9,873+37.6% | Added |
| Eastern Bank | 35,997 | $28.0M | 1.17% | +5,884+19.5% | Added |