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 |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 19,053 | $14.8M | 2.96% | +221+1.2% | Added |
| Beacon Investment Advisory Services, Inc. | 18,822 | $14.6M | 0.63% | −292−1.5% | Reduced |
| Broadleaf Partners, LLC | 18,819 | $14.6M | 3.75% | +3,848+25.7% | Added |
| Kovitz Investment Group Partners, LLC | 18,804 | $14.6M | 0.19% | +1,241+7.1% | Added |
| Rossmore Private Capital | 18,755 | $14.6M | 1.91% | +1,355+7.8% | Added |
| McKinley Capital Management LLC /Delaware | 18,654 | $14.5M | 1.74% | +1,766+10.5% | Added |
| Vident Advisory, LLC | 18,651 | $14.5M | 0.30% | +1,688+10.0% | Added |
| Gimbal Financial | 18,615 | $14.5M | 11.85% | −170−0.9% | Reduced |
| Hantz Financial Services, Inc. | 18,582 | $14.5M | 0.28% | +561+3.1% | Added |
| Harbour Capital Advisors, LLC | 18,817 | $14.4M | 3.56% | −69−0.4% | Reduced |
| Sage Advisors, LLC | 18,468 | $14.4M | 12.78% | +3,046+19.8% | Added |
| Dorsey Wright & Associates | 18,460 | $14.4M | 3.75% | +2,672+16.9% | Added |
| Core Alternative Capital | 18,441 | $14.3M | 2.57% | −6,670−26.6% | Reduced |
| First Long Island Investors, LLC | 18,429 | $14.3M | 1.19% | +5,464+42.1% | Added |
| Avitas Wealth Management LLC | 18,370 | $14.3M | 2.17% | +112+0.6% | Added |
| Gouws Capital LLC | 18,338 | $14.3M | 10.81% | −1,355−6.9% | Reduced |
| Wellington Wealth Strategies, LLC. | 18,315 | $14.2M | 6.81% | +18,315 | New |
| Parker Investment Management, LLC | 18,276 | $14.2M | 2.46% | +17,820+3,907.9% | Added |
| Venturi Wealth Management, LLC | 18,219 | $14.2M | 0.91% | −2,826−13.4% | Reduced |
| L & S Advisors Inc | 18,182 | $14.1M | 1.60% | −2,631−12.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 18,202 | $14.1M | 1.19% | +2,900+19.0% | Added |
| Chicago Partners Investment Group LLC | 18,904 | $14.1M | 0.60% | −527−2.7% | Reduced |
| Alaska Permanent Fund Corp | 18,094 | $14.1M | 0.21% | −85−0.5% | Reduced |
| Jones Financial Companies LLLP | 18,041 | $14.0M | 0.02% | +9,017+99.9% | Added |
| Wealth Advisory Solutions, LLC | 17,986 | $14.0M | 3.62% | −35−0.2% | Reduced |
| SeaCrest Wealth Management, LLC | 17,977 | $14.0M | 1.71% | −2,325−11.5% | Reduced |
| Colonial Trust Co | 17,852 | $13.9M | 2.60% | −655−3.5% | Reduced |
| Siemens Fonds Invest GmbH | 17,761 | $13.8M | 1.07% | −722−3.9% | Reduced |
| Walleye Capital LLC | 17,691 | $13.8M | 0.15% | +4,599+35.1% | Added |
| Bryn Mawr Trust Co | 17,636 | $13.7M | 0.53% | +17,636 | New |
| Northside Capital Management, LLC | 17,625 | $13.7M | 2.45% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 17,582 | $13.7M | 6.30% | +17,582 | New |
| Warren Averett Asset Management, LLC | 17,500 | $13.6M | 0.32% | +5,525+46.1% | Added |
| Biondo Investment Advisors, LLC | 17,400 | $13.5M | 2.09% | +277+1.6% | Added |
| Trust Investment Advisors | 17,386 | $13.5M | 9.76% | −196−1.1% | Reduced |
| AIA Group Ltd | 17,344 | $13.5M | 0.44% | −375−2.1% | Reduced |
| Laurel Wealth Advisors LLC | 17,344 | $13.5M | 2.32% | −334−1.9% | Reduced |
| Veriti Management LLC | 17,291 | $13.5M | 1.00% | +1,917+12.5% | Added |
| Park Avenue Securities LLC | 17,194 | $13.4M | 0.17% | +1,985+13.1% | Added |
| Lincoln National Corp | 17,080 | $13.3M | 0.21% | +1,789+11.7% | Added |
| Codex Capital, L.L.C. | 17,000 | $13.2M | 6.45% | −1,000−5.6% | Reduced |
| Richard Bernstein Advisors LLC | 16,982 | $13.2M | 0.28% | −10.0% | Reduced |
| North Star Asset Management Inc | 16,938 | $13.2M | 0.62% | −70−0.4% | Reduced |
| Finer Wealth Management, Inc. | 16,845 | $13.1M | 8.61% | −799−4.5% | Reduced |
| Barometer Capital Management Inc. | 16,743 | $13.1M | 3.39% | −2,809−14.4% | Reduced |
| Monetary Management Group Inc | 16,775 | $13.1M | 3.64% | −290−1.7% | Reduced |
| TD Private Client Wealth LLC | 16,744 | $13.0M | 0.43% | +1,096+7.0% | Added |
| Fiera Capital Corp | 16,740 | $13.0M | 0.04% | +3,424+25.7% | Added |
| HighPoint Advisor Group LLC | 17,136 | $13.0M | 0.92% | +190+1.1% | Added |
| Patten & Patten Inc | 16,686 | $13.0M | 0.92% | +1,051+6.7% | Added |
| Wahed Invest LLC | 16,660 | $13.0M | 2.96% | +2,231+15.5% | Added |
| Sowell Financial Services LLC | 16,485 | $12.8M | 0.60% | +4,622+39.0% | Added |
| Indiana Trust & Investment Management CO | 16,380 | $12.7M | 5.14% | +880+5.7% | Added |
| JLB & Associates Inc | 16,359 | $12.7M | 1.69% | −1,012−5.8% | Reduced |
| Amica Mutual Insurance Co | 16,316 | $12.7M | 1.29% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 16,285 | $12.7M | 5.50% | −749−4.4% | Reduced |
| Narwhal Capital Management | 16,175 | $12.6M | 1.23% | −2,764−14.6% | Reduced |
| Sandy Spring Bank | 16,132 | $12.6M | 0.57% | +296+1.9% | Added |
| Mesirow Financial Investment Management, Inc. | 16,120 | $12.5M | 0.29% | +1,548+10.6% | Added |
| NWK Group, Inc. | 16,071 | $12.5M | 5.86% | +384+2.4% | Added |
| Brown Brothers Harriman & Co | 16,061 | $12.5M | 0.10% | −1,013−5.9% | Reduced |
| Sivik Global Healthcare LLC | 16,000 | $12.4M | 4.52% | +1,000+6.7% | Added |
| Talbot Financial, LLC | 15,926 | $12.4M | 1.66% | +262+1.7% | Added |
| Birmingham Capital Management Co Inc | 15,905 | $12.4M | 4.55% | −25−0.2% | Reduced |
| Kinneret Advisory, LLC | 15,895 | $12.4M | 1.24% | −50−0.3% | Reduced |
| Boston Private Wealth LLC | 15,852 | $12.3M | 0.27% | −452−2.8% | Reduced |
| HRT Financial LP | 15,829 | $12.3M | 0.08% | −9,846−38.3% | Reduced |
| Chilton Capital Management LLC | 15,661 | $12.2M | 0.58% | +29+0.2% | Added |
| Ashton Thomas Private Wealth, LLC | 15,617 | $12.1M | 0.70% | +852+5.8% | Added |
| Capital Group Investment Management Pte. Ltd. | 15,424 | $12.0M | 2.15% | −6,166−28.6% | Reduced |
| Transcend Wealth Collective, LLC | 15,413 | $12.0M | 0.96% | +632+4.3% | Added |
| Bell & Brown Wealth Advisors, LLC | 15,406 | $12.0M | 5.13% | −527−3.3% | Reduced |
| Strategy Asset Managers LLC | 15,396 | $12.0M | 2.56% | +267+1.8% | Added |
| Dynamic Advisor Solutions LLC | 15,381 | $12.0M | 0.40% | +417+2.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 15,301 | $11.9M | 0.38% | +12,449+436.5% | Added |
| Concurrent Investment Advisors, LLC | 15,272 | $11.9M | 0.48% | +433+2.9% | Added |
| Hyman Charles D | 15,268 | $11.9M | 0.66% | −135−0.9% | Reduced |
| Ballentine Partners, LLC | 15,235 | $11.9M | 0.23% | +1,442+10.5% | Added |
| Symmetry Partners, LLC | 15,194 | $11.8M | 0.93% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 15,190 | $11.8M | 1.12% | +508+3.5% | Added |
| Neville Rodie & Shaw Inc | 15,166 | $11.8M | 0.90% | +716+5.0% | Added |
| Americana Partners, LLC | 15,133 | $11.8M | 0.98% | +427+2.9% | Added |
| StemPoint Capital LP | 15,067 | $11.7M | 3.13% | 00.0% | Unchanged |
| Twin Capital Management Inc | 14,962 | $11.6M | 1.44% | +627+4.4% | Added |
| ClariVest Asset Management LLC | 14,957 | $11.6M | 1.21% | −35,493−70.4% | Reduced |
| Hartford Financial Management Inc. | 14,911 | $11.6M | 2.45% | 00.0% | Unchanged |
| James Investment Research Inc | 14,895 | $11.6M | 1.38% | −2,697−15.3% | Reduced |
| Harbor Capital Advisors, Inc. | 14,859 | $11.6M | 1.51% | −482−3.1% | Reduced |
| Pallas Capital Advisors LLC | 14,805 | $11.5M | 0.48% | −4,636−23.8% | Reduced |
| Alpha Cubed Investments, LLC | 14,727 | $11.5M | 0.60% | −784−5.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 14,613 | $11.4M | 0.32% | −141−1.0% | Reduced |
| CCM Investment Advisers LLC | 14,605 | $11.4M | 1.36% | +13,534+1,263.7% | Added |
| Plato Investment Management Ltd | 14,540 | $11.3M | 1.17% | +13,539+1,352.5% | Added |
| Boyd Watterson Asset Management LLC | 14,489 | $11.3M | 4.04% | +838+6.1% | Added |
| Global Retirement Partners, LLC | 14,450 | $11.2M | 0.42% | +1,034+7.7% | Added |
| WESPAC Advisors SoCal, LLC | 14,448 | $11.2M | 2.94% | +565+4.1% | Added |
| Westend Capital Management, LLC | 14,358 | $11.2M | 4.33% | +14,358 | New |
| GAM Holding AG | 14,348 | $11.2M | 0.81% | −698−4.6% | Reduced |
| Sphera Funds Management Ltd. | 14,190 | $11.0M | 1.79% | 00.0% | Unchanged |
| Diversified Trust Co | 14,190 | $11.0M | 0.33% | +1,356+10.6% | Added |