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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 1,131 | $1.00M | 0.44% | −275−19.6% | Reduced |
| Security Financial Services, INC. | 1,132 | $1.00M | 0.20% | +24+2.2% | Added |
| Raleigh Capital Management Inc. | 1,136 | $1.01M | 0.39% | +83+7.9% | Added |
| Clearwater Capital Advisors, LLC | 1,136 | $1.01M | 0.10% | +91+8.7% | Added |
| JB Capital LLC | 1,137 | $1.01M | 0.06% | +133+13.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,138 | $1.01M | 0.03% | +963+550.3% | Added |
| Stevard, LLC | 1,139 | $1.01M | 4.11% | −858−43.0% | Reduced |
| CNB Bank | 1,140 | $1.01M | 0.47% | −29−2.5% | Reduced |
| Stamos Capital Partners, L.P. | 1,140 | $1.01M | 0.24% | +550+93.2% | Added |
| Bouchey Financial Group Ltd | 1,141 | $1.01M | 0.09% | −2−0.2% | Reduced |
| MGB Wealth Management, LLC | 1,142 | $1.01M | 0.37% | +115+11.2% | Added |
| Quantum Financial Advisors, LLC | 1,148 | $1.02M | 0.16% | −13−1.1% | Reduced |
| Heritage Investors Management Corp | 1,149 | $1.02M | 0.03% | +137+13.5% | Added |
| ADAR1 Capital Management, LLC | 1,150 | $1.02M | 0.17% | +1,150 | New |
| Kraematon Investment Advisors, Inc | 1,150 | $1.02M | 1.00% | +155+15.6% | Added |
| Christensen, King & Associates Investment Services, Inc. | 1,152 | $1.02M | 0.48% | −63−5.2% | Reduced |
| ORG Partners LLC | 1,159 | $1.03M | 0.16% | −1,057−47.7% | Reduced |
| Prentice Wealth Management LLC | 1,162 | $1.03M | 0.31% | −207−15.1% | Reduced |
| Hillsdale Investment Management Inc. | 1,162 | $1.03M | 0.08% | +188+19.3% | Added |
| Monarch Capital Management Inc | 1,162 | $1.03M | 0.28% | 00.0% | Unchanged |
| Asio Capital, LLC | 1,163 | $1.03M | 0.20% | +7+0.6% | Added |
| LRT Capital Management, LLC | 1,163 | $1.03M | 0.96% | +510+78.1% | Added |
| Robinson Smith Wealth Advisors LLC | 1,166 | $1.03M | 0.88% | −9−0.8% | Reduced |
| Coastal Investment Advisors, Inc. | 1,114 | $1.04M | 0.48% | −3,184−74.1% | Reduced |
| Cambridge Financial Group, LLC | 1,169 | $1.04M | 0.43% | +110+10.4% | Added |
| Register Financial Advisors LLC | 1,170 | $1.04M | 0.53% | +12+1.0% | Added |
| Monterey Private Wealth, Inc. | 1,170 | $1.04M | 0.35% | −63−5.1% | Reduced |
| GoalVest Advisory LLC | 1,171 | $1.04M | 0.30% | −10−0.8% | Reduced |
| Fort Point Capital Partners LLC | 1,172 | $1.04M | 0.13% | +183+18.5% | Added |
| DRW Securities, LLC | 1,173 | $1.04M | 0.06% | −737−38.6% | Reduced |
| Parcion Private Wealth LLC | 1,175 | $1.04M | 0.09% | −1,542−56.8% | Reduced |
| UMA Financial Services, Inc. | 1,141 | $1.04M | 0.19% | −346−23.3% | Reduced |
| Morris Retirement Advisors, LLC | 1,179 | $1.04M | 0.57% | −137−10.4% | Reduced |
| New Republic Capital, LLC | 1,180 | $1.05M | 0.60% | +16+1.4% | Added |
| Lewis Asset Management, LLC | 1,181 | $1.05M | 0.76% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,183 | $1.05M | 0.47% | −69−5.5% | Reduced |
| Aspen Investment Management Inc | 1,184 | $1.05M | 0.49% | +73+6.6% | Added |
| Revisor Wealth Management LLC | 1,185 | $1.05M | 0.66% | +36+3.1% | Added |
| Convergence Investment Partners, LLC | 1,189 | $1.05M | 0.28% | −1,037−46.6% | Reduced |
| Driehaus Capital Management LLC | 1,190 | $1.05M | 0.01% | −445−27.2% | Reduced |
| Compton Wealth Advisory Group, LLC | 1,191 | $1.06M | 0.27% | +433+57.1% | Added |
| Godsey & Gibb Associates | 1,192 | $1.06M | 0.10% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 1,193 | $1.06M | 0.49% | +231+24.0% | Added |
| Pineridge Advisors LLC | 1,194 | $1.06M | 0.40% | 00.0% | Unchanged |
| Triumph Capital Management | 1,196 | $1.06M | 0.38% | +531+79.8% | Added |
| Eads & Heald Wealth Management | 1,198 | $1.06M | 0.50% | −98−7.6% | Reduced |
| CWS Financial Advisors, LLC | 1,200 | $1.06M | 0.38% | +82+7.3% | Added |
| Hall Laurie J Trustee | 1,200 | $1.06M | 0.34% | +1,200 | New |
| Lavaca Capital LLC | 1,200 | $1.06M | 0.51% | +1+0.1% | Added |
| Corundum Trust Company, INC | 1,205 | $1.07M | 2.94% | −133−9.9% | Reduced |
| Nabity-Jensen Investment Management Inc | 1,205 | $1.07M | 0.82% | +113+10.3% | Added |
| Redwood Investment Management, LLC | 1,205 | $1.07M | 0.09% | −3,738−75.6% | Reduced |
| Mindset Wealth Management, LLC | 1,212 | $1.07M | 0.44% | +1,212 | New |
| Edgemoor Investment Advisors, Inc. | 1,214 | $1.08M | 0.09% | +5+0.4% | Added |
| Pointe Capital Management LLC | 1,217 | $1.08M | 0.63% | −16−1.3% | Reduced |
| Bayesian Capital Management, LP | 1,220 | $1.08M | 0.13% | +1,220 | New |
| Plum Street Advisors, LLC | 1,222 | $1.08M | 0.55% | +650+113.6% | Added |
| Inscription Capital, LLC | 1,222 | $1.08M | 0.16% | +12+1.0% | Added |
| Gateway Advisory, LLC | 1,228 | $1.09M | 0.18% | −34−2.7% | Reduced |
| Ocean Capital Management, LLC | 1,229 | $1.09M | 0.25% | +1,229 | New |
| Paragon Private Wealth Management, LLC | 1,234 | $1.09M | 0.54% | +537+77.0% | Added |
| Granite Harbor Advisors, Inc. | 1,236 | $1.10M | 0.63% | +662+115.3% | Added |
| Milestone Asset Management, LLC | 1,238 | $1.10M | 0.25% | +61+5.2% | Added |
| Trivant Custom Portfolio Group, LLC | 1,242 | $1.10M | 0.63% | +199+19.1% | Added |
| Peak Planning Group, LLC | 1,243 | $1.10M | 0.48% | −11−0.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,244 | $1.10M | 0.34% | −14−1.1% | Reduced |
| Court Place Advisors, LLC | 1,244 | $1.10M | 0.32% | +10+0.8% | Added |
| Pacific Capital Partners Ltd | 1,246 | $1.10M | 0.65% | 00.0% | Unchanged |
| Hilltop Partners LLC | 1,246 | $1.10M | 0.37% | +63+5.3% | Added |
| First National Bank Sioux Falls | 1,247 | $1.10M | 0.50% | 00.0% | Unchanged |
| Successful Portfolios LLC | 1,247 | $1.10M | 0.75% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 1,247 | $1.10M | 0.58% | 00.0% | Unchanged |
| Miller Investment Management, LP | 1,250 | $1.11M | 0.12% | 00.0% | Unchanged |
| Granite FO LLC | 1,250 | $1.11M | 0.63% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,254 | $1.11M | 0.27% | −187−13.0% | Reduced |
| Soltis Investment Advisors LLC | 1,256 | $1.11M | 0.11% | +121+10.7% | Added |
| Alliance Wealth Advisors, LLC | 1,262 | $1.12M | 0.29% | +8+0.6% | Added |
| Teamwork Financial Advisors, LLC | 1,264 | $1.12M | 0.16% | −10,433−89.2% | Reduced |
| Fermata Advisors, LLC | 1,264 | $1.12M | 0.23% | +29+2.3% | Added |
| Old Port Advisors | 1,266 | $1.12M | 0.31% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 1,270 | $1.13M | 0.29% | +200+18.7% | Added |
| Jackson Hole Capital Partners, LLC | 1,271 | $1.13M | 0.23% | −35−2.7% | Reduced |
| Hummer Financial Advisory Services Inc | 1,271 | $1.13M | 0.89% | +12+1.0% | Added |
| Signature Estate & Investment Advisors LLC | 1,278 | $1.13M | 0.03% | +61+5.0% | Added |
| Traphagen Investment Advisors LLC | 1,279 | $1.13M | 0.11% | +14+1.1% | Added |
| Constitution Capital LLC | 1,280 | $1.13M | 0.61% | −25−1.9% | Reduced |
| Jacobsen Capital Management | 1,282 | $1.14M | 0.48% | +24+1.9% | Added |
| Altrius Capital Management Inc | 1,285 | $1.14M | 0.29% | +13+1.0% | Added |
| Pittenger & Anderson Inc | 1,285 | $1.14M | 0.04% | +156+13.8% | Added |
| Elyxium Wealth, LLC | 1,285 | $1.14M | 0.63% | +1,285 | New |
| IPG Investment Advisors LLC | 1,290 | $1.14M | 0.25% | +915+244.0% | Added |
| Wealthgarden F.S. LLC | 1,292 | $1.14M | 1.11% | +151+13.2% | Added |
| Eagle Ridge Investment Management | 1,294 | $1.15M | 0.10% | +1+0.1% | Added |
| Phillips Financial Management, LLC | 1,296 | $1.15M | 0.09% | −69−5.1% | Reduced |
| Latitude Advisors, LLC | 1,297 | $1.15M | 0.65% | +33+2.6% | Added |
| Seven Mile Advisory | 1,299 | $1.15M | 0.76% | +163+14.3% | Added |
| CKW Financial Group | 1,302 | $1.15M | 0.14% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 1,304 | $1.16M | 0.21% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,308 | $1.16M | 0.33% | +99+8.2% | Added |
| Fortitude Advisory Group L.L.C. | 1,309 | $1.16M | 0.73% | +222+20.4% | Added |