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 |
|---|---|---|---|---|---|
| Lynx Capital Group Ltd | 870 | $770.8K | 0.50% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 870 | $770.8K | 0.12% | +42+5.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 871 | $771.2K | 0.26% | +16+1.9% | Added |
| Independent Solutions Wealth Management, LLC | 872 | $772.5K | 0.17% | +49+6.0% | Added |
| Wedge Capital Management L L P | 876 | $776.1K | 0.01% | +29+3.4% | Added |
| Firethorn Wealth Partners, LLC | 876 | $776.1K | 0.39% | +24+2.8% | Added |
| Beacon Financial Strategies CORP | 878 | $778.1K | 0.53% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 879 | $779.0K | 0.38% | +3+0.3% | Added |
| LaSalle St. Investment Advisors, LLC | 883 | $782.0K | 0.31% | +447+102.5% | Added |
| Key Financial Inc | 883 | $782.3K | 0.17% | +13+1.5% | Added |
| Horizon Financial Services, LLC | 890 | $788.5K | 0.47% | 00.0% | Unchanged |
| Atwater Malick LLC | 892 | $790.3K | 0.25% | 00.0% | Unchanged |
| SWMG, LLC | 975 | $791.5K | 0.33% | +975 | New |
| Madison Wealth Partners, Inc | 894 | $791.7K | 0.23% | +284+46.6% | Added |
| Acorns Advisers, LLC | 894 | $792.0K | 0.01% | +215+31.7% | Added |
| Garrett Wealth Advisory Group, LLC | 894 | $792.0K | 0.20% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 895 | $792.9K | 0.29% | +45+5.3% | Added |
| Christopher J. Hasenberg, Inc | 870 | $794.9K | 0.33% | 00.0% | Unchanged |
| Ninepoint Partners LP | 898 | $795.6K | 0.10% | +789+723.9% | Added |
| Duncker Streett & Co Inc | 899 | $796.7K | 0.15% | +7+0.8% | Added |
| Onyx Bridge Wealth Group LLC | 900 | $797.1K | 0.12% | +84+10.3% | Added |
| Harbor Advisors LLC | 900 | $797.3K | 0.13% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 901 | $797.8K | 0.11% | +573+174.7% | Added |
| Garde Capital, Inc. | 902 | $799.0K | 0.05% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 902 | $799.1K | 0.54% | +2+0.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 903 | $800.1K | 0.23% | −228−20.2% | Reduced |
| O'Brien Greene & Co. Inc | 904 | $800.9K | 0.25% | −51−5.3% | Reduced |
| S. R. Schill & Associates | 904 | $800.9K | 0.57% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 904 | $800.9K | 0.10% | +84+10.2% | Added |
| Waterway Wealth Management, LLC | 907 | $803.7K | 0.35% | −458−33.6% | Reduced |
| Kinloch Capital, LLC | 909 | $805.0K | 0.39% | 00.0% | Unchanged |
| Next Capital Management LLC | 909 | $805.3K | 0.33% | −214−19.1% | Reduced |
| Dynasty Wealth Management, LLC | 910 | $805.8K | 0.02% | −72−7.3% | Reduced |
| Patton Albertson Miller Group, LLC | 913 | $808.9K | 0.11% | −48−5.0% | Reduced |
| Great Waters Wealth Management | 913 | $809.0K | 0.11% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 916 | $811.5K | 0.25% | +99+12.1% | Added |
| Aletheian Wealth Advisors LLC | 917 | $812.4K | 0.47% | −1−0.1% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 918 | $812.9K | 0.91% | +197+27.3% | Added |
| Financial Enhancement Group LLC | 1,862 | $813.0K | 0.16% | −447−19.4% | Reduced |
| Net Worth Advisory Group | 919 | $814.4K | 0.24% | +919 | New |
| Mizuho Securities Co. Ltd. | 920 | $815.1K | 2.01% | −510−35.7% | Reduced |
| Regatta Capital Group, LLC | 921 | $816.1K | 0.16% | +39+4.4% | Added |
| Mason & Associates Inc | 922 | $816.8K | 0.20% | +113+14.0% | Added |
| Engineers Gate Manager LP | 922 | $816.8K | 0.02% | +922 | New |
| Sterling Investment Advisors, Ltd. | 925 | $819.5K | 0.21% | +261+39.3% | Added |
| Tevis Investment Management | 925 | $819.6K | 0.61% | +29+3.2% | Added |
| Hamilton Capital, LLC | 992 | $823.1K | 0.06% | −15−1.5% | Reduced |
| Luts & Greenleigh Group, Inc | 933 | $826.5K | 0.79% | +36+4.0% | Added |
| Acorn Creek Capital LLC | 933 | $826.9K | 0.44% | +6+0.6% | Added |
| Walkner Condon Financial Advisors LLC | 935 | $828.5K | 0.17% | +138+17.3% | Added |
| Petix & Botte Co | 936 | $829.2K | 0.22% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 940 | $833.0K | 0.66% | +400+74.1% | Added |
| Wedgewood Investors Inc | 942 | $834.6K | 0.91% | +43+4.8% | Added |
| Northstar Asset Management LLC | 945 | $837.2K | 0.19% | 00.0% | Unchanged |
| Insight Advisors, LLC | 945 | $837.9K | 0.15% | +17+1.8% | Added |
| von Borstel & Associates, Inc. | 949 | $840.0K | 0.48% | +949 | New |
| Tranquility Partners, LLC | 952 | $843.4K | 0.31% | +6+0.6% | Added |
| Grey Fox Wealth Advisors, LLC | 952 | $843.8K | 0.24% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 954 | $845.2K | 0.51% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 954 | $845.3K | 0.09% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 956 | $847.0K | 0.64% | −8−0.8% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 958 | $848.7K | 0.19% | +109+12.8% | Added |
| SS&H Financial Advisors, Inc. | 959 | $850.0K | 0.31% | +122+14.6% | Added |
| Bluesphere Advisors, LLC | 966 | $855.6K | 0.42% | +16+1.7% | Added |
| Addison Advisors LLC | 966 | $855.8K | 0.24% | +30+3.2% | Added |
| Tarbox Family Office, Inc. | 968 | $857.8K | 0.14% | −3−0.3% | Reduced |
| Merriman Wealth Management, LLC | 970 | $859.2K | 0.03% | +20+2.1% | Added |
| Symphony Financial Services, Inc. | 1,068 | $859.3K | 0.73% | +176+19.7% | Added |
| Foster & Motley Inc | 972 | $861.0K | 0.05% | −150−13.4% | Reduced |
| Almanack Investment Partners, LLC. | 972 | $861.2K | 0.14% | +6+0.6% | Added |
| Heritage Wealth Partners, LLC | 973 | $862.2K | 1.01% | −364−27.2% | Reduced |
| Heritage Wealth Management, Inc. | 975 | $863.8K | 0.78% | −3−0.3% | Reduced |
| Centurion Wealth Management LLC | 975 | $864.1K | 0.28% | +975 | New |
| Cora Capital Advisors LLC | 977 | $865.5K | 0.43% | +36+3.8% | Added |
| Versant Capital Management, Inc | 979 | $867.3K | 0.20% | +84+9.4% | Added |
| Magellan Asset Management Ltd | 980 | $868.2K | 0.01% | −4−0.4% | Reduced |
| First United Bank Trust | 985 | $872.7K | 0.31% | −36−3.5% | Reduced |
| M. Kraus & Co | 985 | $872.7K | 0.26% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 987 | $874.8K | 0.09% | −14−1.4% | Reduced |
| BIP Wealth, LLC | 988 | $875.4K | 0.06% | +237+31.6% | Added |
| Exchange Bank | 989 | $876.2K | 0.72% | −133−11.9% | Reduced |
| First Financial Bankshares Inc | 991 | $878.0K | 0.02% | +8+0.8% | Added |
| American Trust Investment Advisors, LLC | 993 | $879.7K | 0.36% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 994 | $880.6K | 0.22% | +994 | New |
| Lazard Freres Gestion S.A.S. | 996 | $882.0K | 0.02% | −1,778−64.1% | Reduced |
| RPS Advisory Solutions LLC | 998 | $883.8K | 0.63% | −37−3.6% | Reduced |
| Ethos Financial Group, LLC | 998 | $884.0K | 0.15% | −360−26.5% | Reduced |
| Advisor Resource Council | 998 | $884.2K | 0.40% | +998 | New |
| Alta Capital Management LLC | 1,000 | $885.9K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,000 | $885.9K | 0.51% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 1,000 | $885.9K | 0.27% | +150+17.6% | Added |
| Promethium Advisors,llc | 1,000 | $885.9K | 0.63% | +1,000 | New |
| Lodestar Private Asset Management LLC | 1,003 | $888.3K | 0.11% | +150+17.6% | Added |
| Sunpointe, LLC | 1,004 | $889.5K | 0.73% | +259+34.8% | Added |
| CFO4Life Group, LLC | 1,006 | $890.8K | 0.16% | +21+2.1% | Added |
| Sittner & Nelson, LLC | 1,006 | $891.2K | 0.40% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 1,121 | $893.8K | 0.49% | +1,121 | New |
| Alexander Labrunerie & Co., Inc. | 1,011 | $895.7K | 0.41% | −56−5.2% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,012 | $896.7K | 0.46% | +58+6.1% | Added |
| Diametric Capital, LP | 1,013 | $897.5K | 0.44% | −652−39.2% | Reduced |