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, Q3 2024
Institutional positions in Eli Lilly & Co as of Sep 30, 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
- 3,667
- +135 vs. Q2 2024
- Shares held
- 790.0M
- +74.8M (+10.5%) vs. Q2 2024
- Total value
- $687.4B
- +$40.4B (+6.3%) vs. Q2 2024
- New holders
- 248
- 1,571 more added
- Sold out
- 113
- 1,389 more reduced
40 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of New Hampshire | 758 | $671.5K | 0.17% | −5−0.7% | Reduced |
| Kapstone Financial Advisors LLC | 766 | $672.4K | 0.41% | +256+50.2% | Added |
| Benin Management CORP | 759 | $672.4K | 0.19% | 00.0% | Unchanged |
| Gibbs Wealth Management | 759 | $672.5K | 0.22% | +115+17.9% | Added |
| Capital Performance Advisors LLP | 760 | $673.1K | 0.20% | +300+65.2% | Added |
| Menard Financial Group LLC | 761 | $674.2K | 0.44% | +17+2.3% | Added |
| NBW Capital LLC | 761 | $674.6K | 0.13% | −21−2.7% | Reduced |
| Apriem Advisors | 763 | $676.0K | 0.08% | −48−5.9% | Reduced |
| Callan Family Office, LLC | 763 | $676.0K | 0.11% | +178+30.4% | Added |
| Investment Advisory Group, LLC | 764 | $677.3K | 0.23% | +140+22.4% | Added |
| Costello Asset Management, INC | 765 | $677.7K | 0.45% | −2,001−72.3% | Reduced |
| Legacy Financial Strategies, LLC | 765 | $678.0K | 0.15% | +50+7.0% | Added |
| Anchor Capital Advisors LLC | 767 | $679.5K | 0.02% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 767 | $679.7K | 0.64% | +13+1.7% | Added |
| Profit Investment Management, LLC | 771 | $683.1K | 0.54% | 00.0% | Unchanged |
| HTLF Bank | 772 | $683.9K | 0.07% | −76−9.0% | Reduced |
| Center for Financial Planning, Inc. | 772 | $683.9K | 0.09% | +11+1.4% | Added |
| Monticello Wealth Management, LLC | 773 | $685.1K | 0.06% | +40+5.5% | Added |
| Keystone Wealth Services, LLC | 774 | $685.9K | 0.19% | 00.0% | Unchanged |
| Embree Financial Group | 775 | $686.5K | 0.12% | +64+9.0% | Added |
| Main Management ETF Advisors, LLC | 776 | $687.0K | 0.03% | +776 | New |
| Aberdeen Wealth Management LLC | 776 | $687.5K | 0.45% | −79−9.2% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 777 | $688.4K | 0.17% | +242+45.2% | Added |
| Wellspring Financial Advisors, LLC | 777 | $688.5K | 0.08% | +141+22.2% | Added |
| Aspiriant, LLC | 778 | $689.4K | 0.03% | −3,135−80.1% | Reduced |
| Puzo Michael J | 780 | $691.0K | 0.18% | −170−17.9% | Reduced |
| VitalStone Financial, LLC | 782 | $692.9K | 0.47% | −194−19.9% | Reduced |
| Seven Springs Wealth Group, LLC | 783 | $693.7K | 0.25% | +783 | New |
| Eagle Bay Advisors LLC | 784 | $694.3K | 0.27% | +19+2.5% | Added |
| Range Financial Group LLC | 785 | $695.5K | 0.96% | −3,440−81.4% | Reduced |
| Adalta Capital Management LLC | 785 | $695.5K | 0.36% | −600−43.3% | Reduced |
| Wulff, Hansen & Co. | 785 | $695.5K | 0.65% | −250−24.2% | Reduced |
| Pasadena Private Wealth, LLC | 785 | $695.5K | 0.15% | −6−0.8% | Reduced |
| Inceptionr LLC | 785 | $695.5K | 0.17% | +785 | New |
| Motiv8 Investments LLC | 786 | $696.6K | 0.47% | −901−53.4% | Reduced |
| Greenhouse Wealth Management, LLC | 794 | $697.5K | 0.47% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 788 | $698.1K | 0.40% | +9+1.2% | Added |
| Greenwood Gearhart Inc | 789 | $699.0K | 0.06% | −6−0.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 762 | $700.4K | 0.06% | −9−1.2% | Reduced |
| Keystone Investors Pte Ltd | 793 | $702.5K | 0.05% | +793 | New |
| TSFG, LLC | 794 | $703.0K | 0.15% | +5+0.6% | Added |
| McDaniel Terry & Co | 795 | $704.0K | 0.06% | +327+69.9% | Added |
| Knightsbridge Asset Management, LLC | 798 | $706.6K | 0.16% | +98+14.0% | Added |
| Mach-1 Financial Group, Inc. | 798 | $707.0K | 0.43% | +147+22.6% | Added |
| Detalus Advisors, LLC | 798 | $707.1K | 0.24% | +13+1.7% | Added |
| CSM Advisors, LLC | 800 | $708.0K | 0.05% | −422−34.5% | Reduced |
| MSA Advisors, LLC | 800 | $708.8K | 0.18% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 800 | $708.8K | 0.44% | 00.0% | Unchanged |
| Security National Bank of So Dak | 800 | $708.8K | 0.39% | +162+25.4% | Added |
| Hart & Patterson Financial Group LLC | 802 | $710.5K | 0.34% | +123+18.1% | Added |
| Hemington Wealth Management | 858 | $711.0K | 0.19% | −33−3.7% | Reduced |
| Hill Investment Group Partners, LLC | 778 | $711.4K | 0.10% | −21−2.6% | Reduced |
| Towercrest Capital Management | 804 | $712.3K | 0.11% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 805 | $713.2K | 0.61% | 00.0% | Unchanged |
| State of Wyoming | 805 | $713.2K | 0.10% | −35−4.2% | Reduced |
| Sterling Financial Planning, Inc. | 805 | $713.3K | 0.26% | −39−4.6% | Reduced |
| Insight Wealth Partners, LLC | 808 | $715.8K | 0.44% | −2−0.2% | Reduced |
| Terril Brothers, Inc. | 808 | $715.8K | 0.24% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 809 | $716.7K | 0.07% | −17−2.1% | Reduced |
| Gordian Capital Singapore Pte Ltd | 815 | $722.0K | 0.27% | +406+99.3% | Added |
| Ridgecrest Wealth Partners, LLC | 816 | $722.9K | 0.38% | −40−4.7% | Reduced |
| Avaii Wealth Management, LLC | 819 | $725.7K | 0.37% | −122−13.0% | Reduced |
| Twelve Points Wealth Management LLC | 820 | $726.5K | 0.23% | +9+1.1% | Added |
| Cardiff Park Advisors, LLC | 821 | $727.4K | 0.07% | −22−2.6% | Reduced |
| Chemistry Wealth Management LLC | 821 | $727.4K | 0.17% | +130+18.8% | Added |
| Motive Wealth Advisors | 804 | $727.9K | 0.44% | 00.0% | Unchanged |
| Capital City Trust Co | 822 | $728.2K | 0.18% | +6+0.7% | Added |
| Equita Financial Network, Inc. | 823 | $729.0K | 0.27% | +94+12.9% | Added |
| PrairieView Partners, LLC | 826 | $731.0K | 0.08% | +10+1.2% | Added |
| True Link Financial Advisors, LLC | 827 | $732.7K | 0.06% | +2+0.2% | Added |
| Main Line Retirement Advisors, LLC | 828 | $733.7K | 0.50% | −4−0.5% | Reduced |
| WT Wealth Management | 800 | $734.4K | 0.23% | −49−5.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 829 | $734.4K | 0.04% | +7+0.9% | Added |
| Commonwealth Financial Services, LLC | 831 | $735.1K | 0.15% | +9+1.1% | Added |
| FSA Advisors, Inc. | 824 | $735.9K | 0.73% | −271−24.7% | Reduced |
| Gunn & Co Investment Management, Inc. | 835 | $739.8K | 0.51% | −699−45.6% | Reduced |
| Trueblood Wealth Management, LLC | 835 | $739.8K | 0.37% | −63−7.0% | Reduced |
| Legacy Edge Advisors, LLC | 835 | $739.8K | 0.12% | +8+1.0% | Added |
| Consilio Wealth Advisors, LLC | 836 | $740.7K | 0.31% | +92+12.4% | Added |
| Greenfield Savings Bank | 840 | $744.2K | 0.35% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 840 | $744.2K | 0.19% | +40+5.0% | Added |
| Applied Finance Capital Management, LLC | 843 | $746.8K | 0.03% | +183+27.7% | Added |
| Summit Financial Wealth Advisors, LLC | 848 | $750.9K | 0.14% | +79+10.3% | Added |
| J.Safra Asset Management Corp | 859 | $754.0K | 0.07% | +161+23.1% | Added |
| GenTrust, LLC | 852 | $754.8K | 0.04% | +177+26.2% | Added |
| Strategic Wealth Designers | 853 | $754.9K | 0.08% | −75−8.1% | Reduced |
| PAX Financial Group, LLC | 853 | $755.7K | 0.14% | +136+19.0% | Added |
| Aurora Private Wealth, Inc. | 854 | $757.0K | 0.59% | +44+5.4% | Added |
| Oak Harvest Investment Services | 858 | $760.3K | 0.11% | +18+2.1% | Added |
| New Wave Wealth Advisors LLC | 860 | $762.2K | 0.35% | −484−36.0% | Reduced |
| Heritage Oak Wealth Advisors LLC | 860 | $762.2K | 0.35% | +450+109.8% | Added |
| IFG Advisors, LLC | 861 | $763.0K | 0.16% | +66+8.3% | Added |
| Davis Investment Partners, LLC | 857 | $763.5K | 0.32% | −47−5.2% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 864 | $765.3K | 0.13% | +80+10.2% | Added |
| Allen Capital Group, LLC | 864 | $765.5K | 0.10% | +176+25.6% | Added |
| SOA Wealth Advisors, LLC. | 864 | $765.5K | 0.15% | +20+2.4% | Added |
| Sunburst Financial Group, LLC | 865 | $766.1K | 0.19% | −6−0.7% | Reduced |
| Penserra Capital Management LLC | 870 | $770.0K | 0.02% | +271+45.2% | Added |
| Avalon Trust Co | 870 | $770.8K | 0.06% | −55−5.9% | Reduced |
| Dean Investment Associates, LLC | 870 | $770.8K | 0.10% | 00.0% | Unchanged |