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 |
|---|---|---|---|---|---|
| Accel Wealth Management | 1,013 | $897.7K | 0.33% | −3−0.3% | Reduced |
| Cassia Capital Partners, LLC | 1,014 | $898.3K | 0.59% | −91−8.2% | Reduced |
| Donald L. Hagan, LLC | 1,020 | $903.7K | 0.46% | 00.0% | Unchanged |
| Susquehanna International Group Ltd. | 1,021 | $904.5K | 0.19% | +1,021 | New |
| Financial Partners Group, Inc | 1,023 | $906.5K | 0.13% | +48+4.9% | Added |
| Sage Capital Management, LLC | 1,023 | $907.0K | 0.44% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 1,025 | $908.1K | 0.23% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 1,025 | $908.1K | 0.60% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 1,026 | $909.0K | 0.50% | +1,026 | New |
| Richard W. Paul & Associates, LLC | 1,027 | $909.7K | 0.33% | −29−2.7% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,111 | $909.9K | 0.55% | +115+11.5% | Added |
| SMI Advisory Services, LLC | 1,027 | $911.4K | 0.20% | +15+1.5% | Added |
| BWM Planning, LLC | 1,029 | $911.6K | 0.40% | +1,029 | New |
| O'Dell Group, LLC | 1,030 | $912.2K | 0.20% | +79+8.3% | Added |
| PCA Investment Advisory Services Inc. | 1,031 | $913.6K | 0.43% | −5−0.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,032 | $914.0K | 0.29% | +2+0.2% | Added |
| Missouri Trust & Investment Co | 1,032 | $914.3K | 0.32% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 1,037 | $918.7K | 0.53% | +629+154.2% | Added |
| Knuff & Co LLC | 1,038 | $919.6K | 0.28% | +118+12.8% | Added |
| Financial Management Professionals, Inc. | 1,039 | $920.0K | 0.11% | −24−2.3% | Reduced |
| ABLE Financial Group, LLC | 1,039 | $920.5K | 0.28% | +81+8.5% | Added |
| Carson Advisory Inc. | 1,039 | $920.9K | 0.58% | +127+13.9% | Added |
| Abel Hall, LLC | 1,040 | $921.1K | 0.60% | +36+3.6% | Added |
| Renaissance Investment Group LLC | 1,040 | $921.4K | 0.19% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,040 | $921.4K | 0.09% | −7−0.7% | Reduced |
| Semanteon Capital Management, LP | 1,042 | $923.1K | 0.63% | +1,042 | New |
| Cacti Asset Management LLC | 1,000 | $924.4K | 0.07% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,045 | $925.8K | 0.14% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 1,047 | $927.6K | 0.05% | +16+1.6% | Added |
| GEM Asset Management, LLC | 1,033 | $927.9K | 0.53% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,051 | $931.4K | 0.08% | +18+1.7% | Added |
| Tilia Fiduciary Partners, Inc. | 1,052 | $932.0K | 0.65% | +15+1.4% | Added |
| Quest Partners LLC | 1,053 | $932.9K | 0.08% | +238+29.2% | Added |
| Bordeaux Wealth Advisors LLC | 1,054 | $933.8K | 0.17% | +377+55.7% | Added |
| Paulson Wealth Management Inc. | 1,056 | $935.6K | 0.25% | +7+0.7% | Added |
| Astoria Portfolio Advisors LLC. | 1,006 | $937.8K | 0.32% | −45−4.3% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,059 | $938.0K | 0.63% | −254−19.3% | Reduced |
| Charter Oak Capital Management, LLC | 1,061 | $939.8K | 0.09% | +24+2.3% | Added |
| GW&K Investment Management, LLC | 1,061 | $940.0K | 0.01% | +71+7.2% | Added |
| Interchange Capital Partners, LLC | 1,061 | $940.2K | 0.33% | +23+2.2% | Added |
| Corundum Group, Inc. | 1,062 | $940.9K | 0.43% | −2,867−73.0% | Reduced |
| TriaGen Wealth Management LLC | 1,062 | $940.9K | 0.32% | +298+39.0% | Added |
| LWMG, LLC | 1,063 | $942.0K | 0.18% | +15+1.4% | Added |
| Resolute Wealth Strategies, LLC | 1,064 | $942.8K | 0.49% | +6+0.6% | Added |
| Northstar Group, Inc. | 1,065 | $943.5K | 0.16% | −20−1.8% | Reduced |
| Sherbrooke Park Advisers LLC | 1,065 | $943.5K | 0.22% | +1,065 | New |
| Allred Capital Management, LLC | 1,066 | $944.1K | 0.37% | −100−8.6% | Reduced |
| Pettee Investors, Inc. | 1,066 | $944.4K | 0.46% | 00.0% | Unchanged |
| Riverwater Partners LLC | 1,062 | $946.3K | 0.47% | −27−2.5% | Reduced |
| Eagle Strategies LLC | 1,070 | $948.2K | 0.17% | −5−0.5% | Reduced |
| McRae Capital Management Inc | 1,071 | $948.8K | 0.19% | −50−4.5% | Reduced |
| Northwest Wealth Management, LLC | 1,071 | $948.8K | 0.22% | −17−1.6% | Reduced |
| Leisure Capital Management | 1,071 | $948.8K | 0.41% | +1+0.1% | Added |
| Consolidated Portfolio Review Corp | 1,071 | $949.2K | 0.21% | −4,530−80.9% | Reduced |
| Navis Wealth Advisors, LLC | 1,073 | $950.5K | 1.03% | 00.0% | Unchanged |
| DMG Group, LLC | 1,074 | $951.5K | 0.77% | −143−11.8% | Reduced |
| Private Client Services, LLC | 1,076 | $953.0K | 0.51% | +95+9.7% | Added |
| United Community Bank | 1,077 | $954.2K | 0.37% | −275−20.3% | Reduced |
| Angeles Investment Advisors, LLC | 1,077 | $954.2K | 0.05% | −8−0.7% | Reduced |
| LexAurum Advisors, LLC | 1,078 | $955.2K | 0.21% | −20−1.8% | Reduced |
| Morton Community Bank | 1,080 | $956.8K | 0.25% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,080 | $956.8K | 0.06% | +43+4.1% | Added |
| Knights of Columbus Asset Advisors LLC | 1,087 | $963.0K | 0.06% | +132+13.8% | Added |
| Canopy Partners, LLC | 1,087 | $963.2K | 0.41% | −13−1.2% | Reduced |
| Mosley Wealth Management | 1,063 | $963.2K | 0.66% | +155+17.1% | Added |
| Ewa, LLC | 1,227 | $964.5K | 0.34% | +170+16.1% | Added |
| ProVise Management Group, LLC | 1,090 | $965.6K | 0.08% | +43+4.1% | Added |
| Pitti Group Wealth Management, LLC | 1,659 | $967.2K | 1.05% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 1,092 | $967.5K | 0.10% | +46+4.4% | Added |
| Aldebaran Financial Inc. | 1,093 | $968.3K | 1.14% | +370+51.2% | Added |
| Stillwater Capital Advisors, LLC | 1,094 | $969.2K | 0.13% | +1,094 | New |
| New Perspectives, Inc | 1,097 | $971.9K | 0.52% | +1,097 | New |
| Counterpoint Mutual Funds LLC | 1,099 | $973.6K | 0.18% | +1,099 | New |
| Talisman Wealth Advisors LLC | 1,109 | $973.9K | 1.03% | −23−2.0% | Reduced |
| Swisher Financial Concepts, Inc. | 1,102 | $974.0K | 0.61% | +42+4.0% | Added |
| Virtus ETF Advisers LLC | 1,100 | $974.5K | 0.46% | +1,100 | New |
| TrueWealth Advisors, LLC | 1,102 | $976.5K | 0.33% | +1+0.1% | Added |
| Warren Street Wealth Advisors, LLC | 1,105 | $979.0K | 0.41% | +69+6.7% | Added |
| Cercano Management LLC | 1,105 | $979.0K | 0.02% | +1,105 | New |
| Concorde Asset Management, LLC | 1,106 | $980.1K | 0.55% | −4−0.4% | Reduced |
| McDonald Partners LLC | 1,110 | $983.4K | 0.25% | −50−4.3% | Reduced |
| Salomon & Ludwin, LLC | 1,114 | $986.9K | 0.10% | −34−3.0% | Reduced |
| Flaharty Asset Management, LLC | 1,116 | $988.8K | 0.14% | −8−0.7% | Reduced |
| Wealth Architects, LLC | 1,116 | $989.1K | 0.11% | −37−3.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,117 | $989.4K | 0.45% | +37+3.4% | Added |
| Dock Street Asset Management Inc | 1,118 | $990.5K | 0.13% | −60−5.1% | Reduced |
| Fingerlakes Wealth Management, Inc. | 1,119 | $991.2K | 0.82% | −37−3.2% | Reduced |
| Heritage Wealth Advisors | 1,119 | $991.4K | 0.05% | +226+25.3% | Added |
| Delta Wealth Advisors LLC | 1,120 | $992.3K | 0.95% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 1,121 | $993.5K | 0.42% | +1+0.1% | Added |
| Beacon Financial Group | 1,123 | $994.9K | 0.11% | +137+13.9% | Added |
| Ritter Daniher Financial Advisory LLC | 1,124 | $995.8K | 0.29% | 00.0% | Unchanged |
| Family Firm, Inc. | 1,124 | $995.8K | 0.22% | +121+12.1% | Added |
| ASB Consultores, LLC | 1,125 | $996.7K | 0.39% | −20−1.7% | Reduced |
| Tyler-Stone Wealth Management | 1,125 | $996.8K | 0.19% | +811+258.3% | Added |
| Albion Financial Group | 1,126 | $997.6K | 0.07% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,127 | $998.5K | 0.19% | −116−9.3% | Reduced |
| Silverlake Wealth Management LLC | 1,129 | $999.8K | 0.38% | −69−5.8% | Reduced |
| FLC Capital Advisors | 1,129 | $1.00M | 0.23% | −10−0.9% | Reduced |
| Wallace Capital Management Inc. | 1,130 | $1.00M | 0.14% | +100+9.7% | Added |