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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 25,303 | $19.7M | 0.51% | +63+0.2% | Added |
| DuPont Capital Management Corp | 25,289 | $19.7M | 1.63% | 00.0% | Unchanged |
| Longbow Finance SA | 25,205 | $19.6M | 1.98% | +10,662+73.3% | Added |
| Nomura Holdings Inc | 25,201 | $19.6M | 0.16% | +9,463+60.1% | Added |
| Independent Financial Group, LLC | 25,136 | $19.6M | 0.90% | +3,829+18.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 25,100 | $19.5M | 0.83% | +857+3.5% | Added |
| Shellback Capital, LP | 25,000 | $19.4M | 1.31% | +25,000 | New |
| Zimmer Partners, LP | 24,900 | $19.4M | 0.42% | +24,900 | New |
| Aptus Capital Advisors, LLC | 24,843 | $19.3M | 0.41% | +1,498+6.4% | Added |
| Trust Co of Virginia | 24,774 | $19.3M | 1.85% | −474−1.9% | Reduced |
| Axxcess Wealth Management, LLC | 24,658 | $19.2M | 0.54% | +981+4.1% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 24,541 | $19.1M | 2.94% | +24,538+817,933.3% | Added |
| Salomon & Ludwin, LLC | 24,490 | $19.1M | 1.64% | −4,303−14.9% | Reduced |
| NEOS Investment Management LLC | 24,265 | $18.9M | 1.17% | +11,592+91.5% | Added |
| Close Asset Management Ltd | 24,278 | $18.9M | 0.69% | +6,054+33.2% | Added |
| Chronos Wealth Management, LLC | 24,198 | $18.8M | 11.01% | −803−3.2% | Reduced |
| Connors Investor Services Inc | 24,183 | $18.8M | 1.98% | −83−0.3% | Reduced |
| Jackson Square Capital, LLC | 24,083 | $18.7M | 4.82% | +35+0.1% | Added |
| Meeder Asset Management Inc | 24,065 | $18.7M | 1.18% | +14,909+162.8% | Added |
| Argent Trust Co | 23,955 | $18.6M | 0.84% | +997+4.3% | Added |
| Coldstream Capital Management Inc | 23,770 | $18.5M | 0.47% | +225+1.0% | Added |
| Parallel Advisors, LLC | 23,746 | $18.5M | 0.50% | +580+2.5% | Added |
| Wedbush Securities Inc | 23,692 | $18.4M | 0.69% | +2,967+14.3% | Added |
| Ameritas Investment Partners, Inc. | 23,689 | $18.4M | 0.63% | −669−2.7% | Reduced |
| HM Payson & Co | 23,577 | $18.3M | 0.34% | −823−3.4% | Reduced |
| Busey Wealth Management | 23,473 | $18.3M | 0.65% | +203+0.9% | Added |
| Rice Partnership, LLC | 23,335 | $18.2M | 4.28% | −1,389−5.6% | Reduced |
| Sumitomo Life Insurance Co | 24,503 | $18.1M | 0.47% | +3,076+14.4% | Added |
| Ritholtz Wealth Management | 23,284 | $18.1M | 0.62% | +202+0.9% | Added |
| Huber Capital Management LLC | 23,037 | $17.9M | 4.03% | +200+0.9% | Added |
| Quest Investment Management LLC | 23,034 | $17.9M | 2.00% | −4,743−17.1% | Reduced |
| Elgethun Capital Management | 23,541 | $17.9M | 4.50% | +11,620+97.5% | Added |
| iA Global Asset Management Inc. | 22,920 | $17.8M | 0.36% | +130+0.6% | Added |
| Alerus Financial NA | 22,916 | $17.8M | 1.35% | −920−3.9% | Reduced |
| Caldwell Trust Co | 22,844 | $17.8M | 2.07% | −174−0.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 22,650 | $17.6M | 0.22% | +859+3.9% | Added |
| SkyOak Wealth, LLC | 22,555 | $17.5M | 4.20% | −1,884−7.7% | Reduced |
| Jacobs & Co | 22,530 | $17.5M | 1.86% | −858−3.7% | Reduced |
| Palisade Asset Management, LLC | 22,509 | $17.5M | 1.71% | −200−0.9% | Reduced |
| Liontrust Investment Partners LLP | 22,500 | $17.5M | 0.24% | −10,500−31.8% | Reduced |
| Rowland & Co Investment Counsel | 22,408 | $17.4M | 3.68% | −916−3.9% | Reduced |
| Northwest & Ethical Investments L.P. | 22,393 | $17.4M | 0.50% | +411+1.9% | Added |
| Anderson Hoagland & Co | 22,823 | $17.4M | 1.95% | +260+1.2% | Added |
| Kennedy Capital Management, Inc. | 22,344 | $17.4M | 0.36% | +22,344 | New |
| Federation des caisses Desjardins du Quebec | 23,419 | $17.4M | 0.13% | +9,967+74.1% | Added |
| Cypress Asset Management Inc | 21,959 | $17.4M | 4.71% | −330−1.5% | Reduced |
| McGowan Group Asset Management, Inc. | 22,207 | $17.3M | 2.49% | −33−0.1% | Reduced |
| Shelton Capital Management | 21,968 | $17.1M | 0.49% | −1,300−5.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 21,903 | $17.0M | 2.88% | −164−0.7% | Reduced |
| Partnership Wealth Management, LLC | 21,700 | $16.9M | 11.84% | 00.0% | Unchanged |
| Westpac Banking Corp | 21,684 | $16.9M | 1.29% | −1,447−6.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 21,659 | $16.8M | 0.34% | −39−0.2% | Reduced |
| Everence Capital Management Inc | 21,650 | $16.8M | 1.11% | 00.0% | Unchanged |
| Bath Savings Trust Co | 21,640 | $16.8M | 1.79% | +76+0.4% | Added |
| Rakuten Investment Management, Inc. | 21,525 | $16.7M | 0.12% | +19,512+969.3% | Added |
| Trifecta Capital Advisors, LLC | 21,518 | $16.7M | 4.07% | −1,804−7.7% | Reduced |
| GLOBALT Investments LLC | 21,468 | $16.7M | 0.66% | −1,345−5.9% | Reduced |
| Chesley Taft & Associates LLC | 21,390 | $16.6M | 0.85% | −125−0.6% | Reduced |
| TownSquare Capital, LLC | 21,277 | $16.6M | 0.24% | +1,344+6.7% | Added |
| Cyrus J. Lawrence, LLC | 21,276 | $16.6M | 3.67% | +21,276 | New |
| Covington Investment Advisors Inc. | 20,970 | $16.3M | 2.66% | −975−4.4% | Reduced |
| Dana Investment Advisors, Inc. | 20,925 | $16.3M | 0.54% | +800+4.0% | Added |
| Coastline Trust Co | 20,904 | $16.3M | 1.97% | +1,150+5.8% | Added |
| Foundations Investment Advisors, LLC | 20,780 | $16.2M | 0.42% | +612+3.0% | Added |
| HealthInvest Partners AB | 20,778 | $16.2M | 9.84% | +4,973+31.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 20,666 | $16.1M | 0.86% | −4,130−16.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 20,663 | $16.1M | 0.17% | −3,305−13.8% | Reduced |
| Sigma Planning Corp | 20,611 | $16.0M | 0.50% | +6,896+50.3% | Added |
| Tocqueville Asset Management L.P. | 20,605 | $16.0M | 0.26% | +4,213+25.7% | Added |
| NJ State Employees Deferred Compensation Plan | 20,560 | $16.0M | 2.03% | −1,100−5.1% | Reduced |
| Associated Banc-Corp | 20,553 | $16.0M | 0.51% | +2,187+11.9% | Added |
| CX Institutional | 20,523 | $16.0M | 0.77% | +1,429+7.5% | Added |
| Vantage Investment Partners, LLC | 20,486 | $15.9M | 1.42% | −9,227−31.1% | Reduced |
| GYL Financial Synergies, LLC | 20,462 | $15.9M | 1.25% | +247+1.2% | Added |
| Jupiter Asset Management Ltd | 20,412 | $15.9M | 0.15% | +8,101+65.8% | Added |
| Tower Research Capital LLC (TRC) | 20,365 | $15.8M | 0.38% | −87,258−81.1% | Reduced |
| TSP Capital Management Group, LLC | 20,350 | $15.8M | 5.10% | −50−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 20,294 | $15.8M | 0.48% | +3,338+19.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 20,212 | $15.7M | 0.54% | −42−0.2% | Reduced |
| Spectrum Wealth Counsel, LLC | 20,123 | $15.7M | 1.92% | +39+0.2% | Added |
| Hamilton Capital Partners Inc. | 20,105 | $15.6M | 1.89% | +8,326+70.7% | Added |
| Mark Asset Management LP | 19,918 | $15.5M | 2.09% | +19,918 | New |
| Gunderson Capital Management Inc. | 19,905 | $15.5M | 7.19% | +1,247+6.7% | Added |
| Alberta Investment Management Corp | 19,900 | $15.5M | 0.16% | +200+1.0% | Added |
| Prospera Financial Services Inc | 19,887 | $15.5M | 0.46% | +7,382+59.0% | Added |
| Spinnaker Trust | 19,877 | $15.5M | 1.00% | −5,647−22.1% | Reduced |
| Eagle Asset Management Inc | 20,328 | $15.5M | 0.08% | −218−1.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 19,745 | $15.4M | 0.44% | +12,004+155.1% | Added |
| Moors & Cabot, Inc. | 19,653 | $15.3M | 0.83% | −666−3.3% | Reduced |
| Bradley Foster & Sargent Inc | 19,623 | $15.3M | 0.28% | +723+3.8% | Added |
| Choate Investment Advisors | 19,618 | $15.3M | 0.41% | +14+0.1% | Added |
| HBK Sorce Advisory LLC | 19,527 | $15.2M | 0.54% | +809+4.3% | Added |
| Washington Trust Co | 19,482 | $15.2M | 0.56% | +590+3.1% | Added |
| Sirios Capital Management L P | 19,474 | $15.1M | 2.85% | −9,599−33.0% | Reduced |
| Clearstead Advisors, LLC | 19,948 | $15.1M | 0.75% | −738−3.6% | Reduced |
| Bender Robert & Associates | 19,426 | $15.1M | 3.54% | −387−2.0% | Reduced |
| Cadinha & Co LLC | 19,390 | $15.1M | 2.59% | −2,170−10.1% | Reduced |
| Schmidt P J Investment Management Inc | 19,297 | $15.0M | 2.83% | −971−4.8% | Reduced |
| Private Advisory Group LLC | 19,251 | $15.0M | 2.14% | +1,557+8.8% | Added |
| FineMark National Bank & Trust | 19,186 | $14.9M | 0.55% | −505−2.6% | Reduced |