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 |
|---|---|---|---|---|---|
| Centric Wealth Management | 14,124 | $11.0M | 3.51% | +587+4.3% | Added |
| Abn Amro Investment Solutions | 14,046 | $10.9M | 0.19% | +148+1.1% | Added |
| Waldron Private Wealth LLC | 14,040 | $10.9M | 0.49% | +208+1.5% | Added |
| Argyle Capital Management Inc. | 14,033 | $10.9M | 4.22% | −4,434−24.0% | Reduced |
| ROI Financial Advisors, LLC | 13,958 | $10.9M | 8.54% | −1,792−11.4% | Reduced |
| Thoroughbred Financial Services, LLC | 13,944 | $10.8M | 1.04% | −3,609−20.6% | Reduced |
| Equitable Holdings, Inc. | 13,924 | $10.8M | 0.12% | +2,965+27.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 14,711 | $10.8M | 4.97% | −118−0.8% | Reduced |
| Intrust Bank NA | 13,863 | $10.8M | 1.16% | −504−3.5% | Reduced |
| Anchor Investment Management, LLC | 13,835 | $10.8M | 1.13% | −374−2.6% | Reduced |
| NatWest Group plc | 13,834 | $10.8M | 4.14% | −1,171−7.8% | Reduced |
| Market Street Wealth Management Advisors LLC | 13,812 | $10.7M | 1.89% | +7,961+136.1% | Added |
| Blue Chip Partners, Inc. | 13,794 | $10.7M | 1.04% | +12,002+669.8% | Added |
| Profund Advisors LLC | 13,763 | $10.7M | 0.42% | +760+5.8% | Added |
| Princeton Capital Management LLC | 13,757 | $10.7M | 3.86% | −277−2.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 13,751 | $10.7M | 0.96% | +379+2.8% | Added |
| Wellington Shields & Co., LLC | 13,732 | $10.7M | 3.58% | +120+0.9% | Added |
| Marietta Wealth Management, LLC | 13,656 | $10.6M | 1.75% | −1,270−8.5% | Reduced |
| Moneta Group Investment Advisors LLC | 13,647 | $10.6M | 0.17% | +5,017+58.1% | Added |
| Jefferies Financial Group Inc. | 13,614 | $10.6M | 0.21% | −12,121−47.1% | Reduced |
| CMH Wealth Management LLC | 13,585 | $10.6M | 2.69% | −1,778−11.6% | Reduced |
| Bremer Bank National Association | 13,568 | $10.6M | 1.96% | +1,066+8.5% | Added |
| Edge Capital Group, LLC | 13,567 | $10.6M | 0.52% | −415−3.0% | Reduced |
| Zweig-DiMenna Associates LLC | 13,555 | $10.5M | 0.94% | +13,555 | New |
| JW Asset Management, LLC | 13,500 | $10.5M | 3.84% | −13,500−50.0% | Reduced |
| Money Concepts Capital Corp | 13,500 | $10.5M | 0.97% | +508+3.9% | Added |
| Glynn Capital Management LLC | 13,490 | $10.5M | 1.97% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13,757 | $10.5M | 1.09% | +1,160+9.2% | Added |
| South State Corp. | 13,446 | $10.5M | 0.81% | −292−2.1% | Reduced |
| Highland Capital Management, LLC | 13,379 | $10.4M | 0.60% | +29+0.2% | Added |
| American Financial Advisors, LLC | 13,377 | $10.4M | 1.47% | −5,651−29.7% | Reduced |
| Nemes Rush Group LLC | 13,372 | $10.4M | 1.49% | +10,433+355.0% | Added |
| Cullen Investment Group, Ltd. | 13,573 | $10.4M | 1.63% | −86−0.6% | Reduced |
| Naples Global Advisors, LLC | 13,328 | $10.4M | 1.06% | −305−2.2% | Reduced |
| Home Federal Bank of Tennessee | 13,292 | $10.3M | 3.20% | −174−1.3% | Reduced |
| Nwam LLC | 13,275 | $10.3M | 0.83% | +134+1.0% | Added |
| RNC Capital Management LLC | 13,241 | $10.3M | 0.59% | −1,646−11.1% | Reduced |
| Roanoke Asset Management Corp | 13,190 | $10.3M | 3.36% | −15−0.1% | Reduced |
| Affinity Wealth Management LLC | 13,130 | $10.2M | 1.89% | −91−0.7% | Reduced |
| Union Heritage Capital, LLC | 13,120 | $10.2M | 4.05% | +2,120+19.3% | Added |
| Investment Management Corp of Ontario | 13,045 | $10.1M | 0.30% | −29,797−69.6% | Reduced |
| Ameritas Advisory Services, LLC | 13,270 | $10.1M | 0.42% | +1,906+16.8% | Added |
| BancorpSouth Bank | 13,016 | $10.1M | 0.74% | +540+4.3% | Added |
| Great Lakes Retirement, Inc. | 12,955 | $10.1M | 1.49% | −167−1.3% | Reduced |
| Apollon Wealth Management, LLC | 12,925 | $10.1M | 0.32% | −754−5.5% | Reduced |
| Optimas Capital Ltd | 12,922 | $10.1M | 8.79% | −710−5.2% | Reduced |
| Eversept Partners, LP | 12,877 | $10.0M | 0.75% | +12,877 | New |
| Hilton Capital Management, LLC | 12,800 | $9.96M | 0.89% | −662−4.9% | Reduced |
| V-Square Quantitative Management LLC | 12,781 | $9.94M | 1.66% | +3,453+37.0% | Added |
| Baker Avenue Asset Management, LP | 12,774 | $9.94M | 0.39% | +269+2.2% | Added |
| Jacobi Capital Management LLC | 12,732 | $9.91M | 0.92% | −2,134−14.4% | Reduced |
| Perkins Capital Management Inc | 12,637 | $9.83M | 8.20% | −130−1.0% | Reduced |
| Buckingham Strategic Partners | 12,598 | $9.80M | 0.28% | +10,000+384.9% | Added |
| Timber Creek Capital Management LLC | 12,558 | $9.77M | 3.05% | −2,041−14.0% | Reduced |
| Bailard, Inc. | 12,551 | $9.76M | 0.27% | −436−3.4% | Reduced |
| Providence Wealth Advisors, LLC | 12,776 | $9.76M | 8.33% | +10,393+436.1% | Added |
| Harvest Fund Management Co., Ltd | 12,550 | $9.74M | 0.87% | +3,346+36.4% | Added |
| Sycomore Asset Management | 12,731 | $9.70M | 2.12% | +8,494+200.5% | Added |
| Sienna Gestion | 12,434 | $9.67M | 0.88% | +12,434 | New |
| Verition Fund Management LLC | 12,373 | $9.63M | 0.09% | −167,467−93.1% | Reduced |
| Bensler, LLC | 12,357 | $9.61M | 1.39% | +1,400+12.8% | Added |
| Plancorp, LLC | 12,353 | $9.61M | 0.42% | +176+1.4% | Added |
| Clarity Financial LLC | 12,341 | $9.60M | 1.49% | +11,716+1,874.6% | Added |
| Merit Financial Group, LLC | 13,062 | $9.60M | 0.23% | +8,528+188.1% | Added |
| NorthRock Partners, LLC | 12,339 | $9.60M | 0.37% | +622+5.3% | Added |
| Mitchell Capital Management Co | 12,334 | $9.60M | 1.84% | −237−1.9% | Reduced |
| Spirepoint Private Client, LLC | 12,321 | $9.59M | 1.46% | +12,321 | New |
| United Capital Management of KS, Inc. | 12,272 | $9.55M | 2.19% | −100−0.8% | Reduced |
| Kadensa Capital Ltd | 12,248 | $9.53M | 2.59% | +12,248 | New |
| Osterweis Capital Management Inc | 12,198 | $9.49M | 0.56% | −900−6.9% | Reduced |
| Strategic Blueprint, LLC | 12,157 | $9.46M | 0.67% | −43−0.4% | Reduced |
| Greenwood Capital Associates LLC | 12,145 | $9.45M | 1.26% | −2,085−14.7% | Reduced |
| FFG Partners, LLC | 12,117 | $9.43M | 4.10% | +69+0.6% | Added |
| Callahan Advisors, LLC | 12,103 | $9.42M | 0.99% | +1,661+15.9% | Added |
| Harvey Investment Co LLC | 12,065 | $9.39M | 1.06% | −280−2.3% | Reduced |
| Magnetar Financial LLC | 12,052 | $9.38M | 0.21% | −31,080−72.1% | Reduced |
| Moody National Bank Trust Division | 12,049 | $9.37M | 0.74% | −107−0.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 12,027 | $9.36M | 0.47% | −235−1.9% | Reduced |
| Integral Health Asset Management, LLC | 12,000 | $9.34M | 0.92% | −16,000−57.1% | Reduced |
| American Assets Investment Management, LLC | 12,000 | $9.34M | 0.89% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 11,990 | $9.33M | 2.27% | +48+0.4% | Added |
| Cornerstone Wealth Group, LLC | 11,982 | $9.32M | 0.86% | −1,658−12.2% | Reduced |
| PFG Investments, LLC | 11,963 | $9.31M | 0.56% | +9,615+409.5% | Added |
| BOCHK Asset Management Ltd | 11,950 | $9.30M | 3.25% | +900+8.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 11,927 | $9.28M | 1.02% | −4,117−25.7% | Reduced |
| Intrepid Financial Planning Group LLC | 11,886 | $9.25M | 3.99% | +31+0.3% | Added |
| Snider Financial Group | 11,875 | $9.24M | 3.85% | +674+6.0% | Added |
| Legacy Private Trust Co. | 11,862 | $9.23M | 0.67% | +4,556+62.4% | Added |
| Central Pacific Bank - Trust Division | 12,089 | $9.19M | 1.14% | +12,089 | New |
| Park National Corp | 11,751 | $9.14M | 0.35% | −475−3.9% | Reduced |
| Halter Ferguson Financial Inc. | 11,667 | $9.08M | 7.06% | −390−3.2% | Reduced |
| Fulton Bank, N.A. | 11,642 | $9.06M | 0.37% | +323+2.9% | Added |
| AMG National Trust Bank | 11,621 | $9.04M | 0.26% | +77+0.7% | Added |
| Red Cedar Investment Management, LLC | 11,549 | $8.98M | 1.12% | −128−1.1% | Reduced |
| Bank Ozk | 11,544 | $8.98M | 4.02% | −257−2.2% | Reduced |
| Evexia Wealth LLC | 11,946 | $8.98M | 3.70% | +3,231+37.1% | Added |
| SevenBridge Financial Group, LLC | 12,215 | $8.98M | 2.04% | −170−1.4% | Reduced |
| Ostrum Asset Management | 11,531 | $8.97M | 0.71% | −493−4.1% | Reduced |
| Principal Securities, Inc. | 11,511 | $8.96M | 0.28% | +2,823+32.5% | Added |
| Wedmont Private Capital | 11,825 | $8.95M | 0.65% | +627+5.6% | Added |