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
- 3,465
- +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 | $942.8B |
| 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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 35,855 | $27.9M | 0.30% | −930−2.5% | Reduced |
| Orion Portfolio Solutions, LLC | 35,855 | $27.9M | 0.30% | −930−2.5% | Reduced |
| Stratos Wealth Partners, LTD. | 35,722 | $27.8M | 0.46% | +1,343+3.9% | Added |
| Hancock Whitney Corp | 35,502 | $27.6M | 0.95% | −110−0.3% | Reduced |
| Johnson Investment Counsel Inc | 34,748 | $27.0M | 0.29% | +9,588+38.1% | Added |
| Dorsey & Whitney Trust CO LLC | 34,533 | $26.9M | 1.83% | −1,961−5.4% | Reduced |
| Stephens Inc | 34,413 | $26.8M | 0.42% | +3,885+12.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 34,206 | $26.6M | 1.46% | −2,200−6.0% | Reduced |
| Perfromance Wealth Partners, LLC | 33,954 | $26.4M | 1.11% | +16,567+95.3% | Added |
| Cardinal Capital Management | 33,890 | $26.4M | 4.29% | −542−1.6% | Reduced |
| La Financiere de L'Echiquier | 33,830 | $26.3M | 1.13% | +3,570+11.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 33,571 | $26.1M | 0.10% | +6,912+25.9% | Added |
| TruWealth Advisors, LLC | 33,356 | $25.9M | 1.81% | +521+1.6% | Added |
| Alps Advisors Inc | 33,321 | $25.9M | 0.18% | −100−0.3% | Reduced |
| Chartwell Investment Partners, LLC | 33,125 | $25.8M | 0.89% | −3,114−8.6% | Reduced |
| Wintrust Investments LLC | 32,990 | $25.7M | 2.26% | +1,985+6.4% | Added |
| Meiji Yasuda Life Insurance Co | 32,988 | $25.7M | 0.54% | +4,295+15.0% | Added |
| Raymond James Trust N.A. | 32,964 | $25.6M | 0.62% | +438+1.3% | Added |
| Independent Advisor Alliance | 32,804 | $25.5M | 0.92% | +535+1.7% | Added |
| Logan Capital Management Inc | 32,509 | $25.3M | 1.08% | −90−0.3% | Reduced |
| Cambridge Trust Co | 32,440 | $25.2M | 0.95% | +21,510+196.8% | Added |
| Two Sigma Securities, LLC | 32,322 | $25.1M | 1.22% | +29,503+1,046.6% | Added |
| Metropolitan Life Insurance Co | 32,163 | $25.0M | 1.09% | −296−0.9% | Reduced |
| Parkman Healthcare Partners LLC | 32,117 | $25.0M | 3.07% | +32,117 | New |
| LSV Asset Management | 32,100 | $25.0M | 0.05% | −13,600−29.8% | Reduced |
| Empowered Funds, LLC | 32,027 | $24.9M | 0.45% | +2,452+8.3% | Added |
| Bridgeway Capital Management, LLC | 31,976 | $24.9M | 0.51% | +35+0.1% | Added |
| Jarislowsky, Fraser Ltd | 31,667 | $24.6M | 0.14% | −7,003−18.1% | Reduced |
| United Services Automobile Association | 31,549 | $24.5M | 0.60% | −13,096−29.3% | Reduced |
| Davenport & Co LLC | 31,327 | $24.4M | 0.15% | +291+0.9% | Added |
| Generate Investment Management Ltd | 31,315 | $24.4M | 1.91% | −7,984−20.3% | Reduced |
| EP Wealth Advisors, LLC | 31,196 | $24.3M | 0.28% | −3,960−11.3% | Reduced |
| Calamos Wealth Management LLC | 31,184 | $24.3M | 1.37% | +19+0.1% | Added |
| Snowden Capital Advisors LLC | 31,011 | $24.1M | 0.75% | +7,658+32.8% | Added |
| Mogy Joel R Investment Counsel Inc | 30,987 | $24.1M | 1.64% | +3,810+14.0% | Added |
| Tompkins Financial Corp | 30,855 | $24.0M | 2.71% | −1,103−3.5% | Reduced |
| Traynor Capital Management, Inc. | 30,833 | $24.0M | 2.28% | +8,563+38.5% | Added |
| Kestra Private Wealth Services, LLC | 30,601 | $23.8M | 0.54% | +1,129+3.8% | Added |
| Balentine LLC | 30,415 | $23.7M | 0.71% | −305−1.0% | Reduced |
| Lansdowne Partners (UK) LLP | 30,289 | $23.6M | 1.52% | −17,556−36.7% | Reduced |
| Flputnam Investment Management Co | 30,268 | $23.5M | 0.50% | −563−1.8% | Reduced |
| Meyer Handelman Co | 30,144 | $23.5M | 0.82% | −919−3.0% | Reduced |
| Atika Capital Management LLC | 30,000 | $23.3M | 2.62% | −1,000−3.2% | Reduced |
| National Asset Management, Inc. | 43,078 | $23.1M | 0.63% | +2,973+7.4% | Added |
| Vinva Investment Management Ltd | 29,735 | $23.1M | 1.33% | +1,637+5.8% | Added |
| First National Trust Co | 29,608 | $23.0M | 0.94% | +4,527+18.0% | Added |
| Journey Advisory Group, LLC | 29,440 | $22.9M | 2.82% | +622+2.2% | Added |
| Builder Investment Group Inc | 29,430 | $22.9M | 6.67% | −500−1.7% | Reduced |
| Davis R M Inc | 29,077 | $22.6M | 0.47% | +5,296+22.3% | Added |
| Moore Capital Management, LP | 29,000 | $22.6M | 0.46% | −25,000−46.3% | Reduced |
| First American Trust, FSB | 28,883 | $22.5M | 2.36% | +2,058+7.7% | Added |
| Parsons Capital Management Inc | 28,883 | $22.5M | 1.54% | +314+1.1% | Added |
| Empirical Finance, LLC | 28,676 | $22.3M | 1.37% | +964+3.5% | Added |
| Wesbanco Bank Inc | 28,600 | $22.2M | 0.84% | +6,586+29.9% | Added |
| Brookstone Capital Management | 28,382 | $22.1M | 0.39% | +4,464+18.7% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 30,600 | $22.0M | 2.90% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 28,325 | $22.0M | 0.12% | −140,005−83.2% | Reduced |
| Raub Brock Capital Management LP | 28,304 | $22.0M | 4.66% | −3,773−11.8% | Reduced |
| Summit Partners Public Asset Management, LLC | 28,243 | $22.0M | 1.05% | −3,299−10.5% | Reduced |
| Bridger Management, LLC | 28,076 | $21.8M | 9.85% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 27,986 | $21.8M | 3.40% | +64+0.2% | Added |
| Impax Asset Management Group plc | 27,888 | $21.7M | 0.08% | −2,380−7.9% | Reduced |
| Montag A & Associates Inc | 27,766 | $21.6M | 1.08% | −1,245−4.3% | Reduced |
| Peachtree Investment Partners, LLC | 27,765 | $21.6M | 8.73% | −2,720−8.9% | Reduced |
| Norinchukin Bank, The | 27,649 | $21.5M | 0.64% | −382−1.4% | Reduced |
| City Holding Co | 27,460 | $21.4M | 3.20% | −1,613−5.5% | Reduced |
| Mirova | 27,432 | $21.3M | 3.78% | +5,720+26.3% | Added |
| Integrated Wealth Concepts LLC | 27,314 | $21.3M | 0.31% | +870+3.3% | Added |
| Tang Capital Management LLC | 27,000 | $21.0M | 2.19% | −3,000−10.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 26,919 | $20.9M | 2.23% | −224−0.8% | Reduced |
| Chicago Capital, LLC | 26,861 | $20.9M | 0.64% | +666+2.5% | Added |
| Stratos Wealth Advisors, LLC | 26,634 | $20.7M | 1.23% | +21,406+409.4% | Added |
| Essex Financial Services, Inc. | 26,627 | $20.7M | 1.91% | +1,546+6.2% | Added |
| Payden & Rygel | 26,520 | $20.6M | 1.41% | −3,400−11.4% | Reduced |
| Payden & Rygel Investment Group | 26,520 | $20.6M | 1.41% | +26,520 | New |
| Banque Cantonale Vaudoise | 26,503 | $20.6M | 0.81% | +2,383+9.9% | Added |
| Jag Capital Management, LLC | 26,425 | $20.6M | 2.91% | −1,145−4.2% | Reduced |
| Clough Capital Partners L P | 26,415 | $20.5M | 2.26% | +26,415 | New |
| Abner Herrman & Brock LLC | 26,372 | $20.5M | 2.56% | +373+1.4% | Added |
| Freestone Capital Holdings, LLC | 26,338 | $20.5M | 0.76% | +1,531+6.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 26,315 | $20.5M | 1.41% | −2,094−7.4% | Reduced |
| Wetherby Asset Management Inc | 26,302 | $20.5M | 0.98% | −200−0.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 26,241 | $20.4M | 0.86% | −519−1.9% | Reduced |
| BNP Paribas | 26,222 | $20.4M | 0.95% | +26,222 | New |
| Bartlett & Co. Wealth Management LLC | 26,185 | $20.4M | 0.31% | +16+0.1% | Added |
| Arthur M. Cohen & Associates, LLC | 26,005 | $20.3M | 4.29% | −848−3.2% | Reduced |
| Greenleaf Trust | 26,064 | $20.3M | 0.19% | −2,970−10.2% | Reduced |
| Capital Investment Advisors, LLC | 26,054 | $20.3M | 0.47% | −220−0.8% | Reduced |
| Bamco Inc | 26,000 | $20.2M | 0.05% | −8,592−24.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 25,889 | $20.1M | 6.60% | −690−2.6% | Reduced |
| Sectoral Asset Management Inc | 25,665 | $20.0M | 7.85% | −900−3.4% | Reduced |
| Donaldson Capital Management, LLC | 25,630 | $19.9M | 0.83% | +2,651+11.5% | Added |
| Navellier & Associates Inc | 25,605 | $19.9M | 2.45% | +1,499+6.2% | Added |
| King Wealth | 25,601 | $19.9M | 3.49% | +261+1.0% | Added |
| Signaturefd, LLC | 25,527 | $19.9M | 0.42% | +1,554+6.5% | Added |
| Copeland Capital Management, LLC | 25,477 | $19.8M | 0.36% | +1,900+8.1% | Added |
| KMG Fiduciary Partners, LLC | 25,446 | $19.8M | 2.05% | +1,963+8.4% | Added |
| Sawgrass Asset Management LLC | 25,445 | $19.8M | 2.17% | −1,875−6.9% | Reduced |
| Ninety One UK Ltd | 25,396 | $19.8M | 0.06% | +25,396 | New |
| London Co of Virginia | 25,313 | $19.7M | 0.10% | 00.0% | Unchanged |