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 |
|---|---|---|---|---|---|
| Wealth Management Partners, LLC | 1,313 | $1.16M | 0.54% | −145−9.9% | Reduced |
| Peloton Wealth Strategists | 1,317 | $1.17M | 0.46% | −49−3.6% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 1,318 | $1.17M | 0.80% | −3−0.2% | Reduced |
| Pinnacle Wealth Management, LLC | 1,322 | $1.17M | 1.40% | +1,322 | New |
| Gilliland Jeter Wealth Management LLC | 1,325 | $1.17M | 0.38% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,328 | $1.18M | 0.22% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 1,329 | $1.18M | 0.69% | +1+0.1% | Added |
| Balentine LLC | 1,329 | $1.18M | 0.05% | +84+6.7% | Added |
| Hardin Capital Partners, LLC | 1,289 | $1.18M | 0.67% | +3+0.2% | Added |
| Continuum Advisory, LLC | 1,501 | $1.18M | 0.15% | +358+31.3% | Added |
| Wealthstream Advisors, Inc. | 1,332 | $1.18M | 0.21% | +54+4.2% | Added |
| StrongBox Wealth, LLC | 1,339 | $1.19M | 0.51% | +797+147.0% | Added |
| ORG Wealth Partners, LLC | 1,339 | $1.19M | 0.39% | +1,339 | New |
| Sigma Investment Counselors Inc | 1,341 | $1.19M | 0.07% | +116+9.5% | Added |
| Newman Dignan & Sheerar, Inc. | 1,327 | $1.19M | 0.28% | −32−2.4% | Reduced |
| VisionPoint Advisory Group, LLC | 1,342 | $1.19M | 0.40% | +117+9.6% | Added |
| Trilogy Capital Inc. | 1,347 | $1.19M | 0.06% | +51+3.9% | Added |
| Riverstone Advisors, LLC | 1,350 | $1.20M | 0.70% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 1,355 | $1.20M | 0.41% | +22+1.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,327 | $1.20M | 0.63% | 00.0% | Unchanged |
| Legacy Trust | 1,357 | $1.20M | 0.28% | +138+11.3% | Added |
| Hoxton Planning & Management, LLC | 1,358 | $1.20M | 0.47% | +197+17.0% | Added |
| Elevated Capital Advisors, LLC | 1,364 | $1.21M | 0.32% | +235+20.8% | Added |
| Hudson Value Partners, LLC | 1,372 | $1.22M | 0.47% | −15−1.1% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,373 | $1.22M | 1.92% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,378 | $1.22M | 0.47% | +6+0.4% | Added |
| Verity Asset Management, Inc. | 1,378 | $1.22M | 0.46% | −148−9.7% | Reduced |
| Drake & Associates, LLC | 1,379 | $1.22M | 0.39% | +133+10.7% | Added |
| Cahaba Wealth Management, Inc. | 1,383 | $1.23M | 0.10% | +7+0.5% | Added |
| Perennial Investment Advisors, LLC | 1,385 | $1.23M | 0.16% | +48+3.6% | Added |
| Wimmer Associates 1, LLC | 1,385 | $1.23M | 0.60% | −7−0.5% | Reduced |
| Tributary Capital Management, LLC | 1,387 | $1.23M | 0.10% | −65−4.5% | Reduced |
| Reliant Investment Management, LLC | 1,387 | $1.23M | 0.58% | +59+4.4% | Added |
| Fort Pitt Capital Group, LLC | 1,387 | $1.23M | 0.03% | +80+6.1% | Added |
| Salvus Wealth Management, LLC | 1,389 | $1.23M | 0.76% | +45+3.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,393 | $1.23M | 0.11% | +175+14.4% | Added |
| Voya Financial Advisors, Inc. | 1,408 | $1.24M | 0.13% | −369−20.8% | Reduced |
| Advus Financial Partners, LLC | 1,395 | $1.24M | 0.35% | −13−0.9% | Reduced |
| Renasant Bank | 1,396 | $1.24M | 0.81% | −368−20.9% | Reduced |
| Pacific Sage Partners, LLC | 1,397 | $1.24M | 0.29% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 1,400 | $1.24M | 1.76% | +79+6.0% | Added |
| EHP Funds Inc. | 1,400 | $1.24M | 0.87% | +1,400 | New |
| Axecap Investments, LLC | 1,400 | $1.24M | 0.94% | +1,400 | New |
| Unique Wealth, LLC | 1,401 | $1.24M | 0.28% | +1,054+303.7% | Added |
| Sculati Wealth Management, LLC | 1,402 | $1.24M | 0.50% | +586+71.8% | Added |
| Tradition Wealth Management, LLC | 1,403 | $1.24M | 0.11% | +172+14.0% | Added |
| Fusion Capital, LLC | 1,405 | $1.24M | 0.53% | +1+0.1% | Added |
| FSM Wealth Advisors, LLC | 1,406 | $1.25M | 0.33% | +161+12.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,409 | $1.25M | 0.66% | −40−2.8% | Reduced |
| Adapt Wealth Advisors, LLC | 1,412 | $1.25M | 0.67% | 00.0% | Unchanged |
| Athena Investment Management | 1,413 | $1.25M | 0.71% | −9−0.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,413 | $1.25M | 0.33% | +166+13.3% | Added |
| Canvas Wealth Advisors, LLC | 1,416 | $1.25M | 0.35% | +569+67.2% | Added |
| Hartford Funds Management Co LLC | 1,418 | $1.26M | 0.12% | +55+4.0% | Added |
| Liberty Wealth Management LLC | 1,419 | $1.26M | 0.21% | +356+33.5% | Added |
| Paragon Capital Management Ltd | 1,421 | $1.26M | 0.25% | +2+0.1% | Added |
| Whalen Wealth Management Inc. | 1,422 | $1.26M | 0.89% | −55−3.7% | Reduced |
| Capital Insight Partners, LLC | 1,424 | $1.26M | 0.22% | −90−5.9% | Reduced |
| HCR Wealth Advisors | 1,425 | $1.26M | 0.17% | −30−2.1% | Reduced |
| David J Yvars Group | 1,428 | $1.27M | 0.78% | +10+0.7% | Added |
| Gillespie Robinson & Grimm Inc | 1,430 | $1.27M | 0.10% | +250+21.2% | Added |
| Chelsea Counsel Co | 1,430 | $1.27M | 0.62% | +1,000+232.6% | Added |
| Five Oceans Advisors | 1,431 | $1.27M | 0.61% | −7−0.5% | Reduced |
| Revolve Wealth Partners, LLC | 1,431 | $1.27M | 0.19% | +30+2.1% | Added |
| Capital Advisors, Ltd. LLC | 1,432 | $1.27M | 0.16% | +28+2.0% | Added |
| Dividend Assets Capital, LLC | 1,433 | $1.27M | 0.24% | −310−17.8% | Reduced |
| First Western Trust Bank | 1,434 | $1.27M | 0.06% | +7+0.5% | Added |
| Sterling Investment Counsel, LLC | 1,434 | $1.27M | 0.45% | +284+24.7% | Added |
| MBL Wealth, LLC | 1,434 | $1.27M | 0.14% | +45+3.2% | Added |
| Pacific Sun Financial Corp | 1,440 | $1.28M | 0.70% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 1,445 | $1.28M | 0.39% | −53−3.5% | Reduced |
| Segment Wealth Management, LLC | 1,449 | $1.28M | 0.09% | 00.0% | Unchanged |
| Financial Management Network Inc | 1,449 | $1.29M | 0.27% | −95−6.2% | Reduced |
| O'Rourke & Company, Inc | 1,452 | $1.29M | 0.64% | +340+30.6% | Added |
| Solstein Capital, LLC | 1,456 | $1.29M | 0.68% | −93−6.0% | Reduced |
| Abundance Wealth Counselors | 1,456 | $1.29M | 0.27% | +1,456 | New |
| Occidental Asset Management, LLC | 1,457 | $1.29M | 0.21% | −30−2.0% | Reduced |
| Paradigm Financial Partners, LLC | 1,591 | $1.29M | 0.18% | +1,129+244.4% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 1,460 | $1.29M | 0.43% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,458 | $1.29M | 0.59% | +109+8.1% | Added |
| Maiden Cove Capital, LLC | 1,463 | $1.30M | 2.02% | +1,463 | New |
| Amplius Wealth Advisors, LLC | 1,465 | $1.30M | 0.14% | −7−0.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,470 | $1.30M | 0.32% | −630−30.0% | Reduced |
| Mayfair Advisory Group, LLC | 1,469 | $1.30M | 0.82% | +6+0.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,472 | $1.30M | 0.50% | −466−24.0% | Reduced |
| Zullo Investment Group, Inc. | 1,476 | $1.31M | 0.54% | +13+0.9% | Added |
| Pine Harbor Wealth Management, LLC | 1,477 | $1.31M | 0.65% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 1,500 | $1.32M | 0.31% | +4+0.3% | Added |
| Greenspring Advisors, LLC | 1,490 | $1.32M | 0.29% | 00.0% | Unchanged |
| Bell Bank | 1,492 | $1.32M | 0.16% | +23+1.6% | Added |
| Capital Planning Advisors, LLC | 1,492 | $1.32M | 0.20% | +329+28.3% | Added |
| Scharf Investments, LLC | 1,494 | $1.32M | 0.04% | +1,494 | New |
| Sterling Wealth Management, Inc. | 1,494 | $1.32M | 0.49% | +200+15.5% | Added |
| Financial Avengers, Inc. | 1,497 | $1.33M | 0.65% | −189−11.2% | Reduced |
| ERn Financial, LLC | 1,499 | $1.33M | 0.20% | +32+2.2% | Added |
| Bright Futures Wealth Management, LLC. | 1,569 | $1.33M | 0.64% | +433+38.1% | Added |
| HighVista Strategies LLC | 1,500 | $1.33M | 0.46% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 1,500 | $1.33M | 0.68% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 1,649 | $1.33M | 1.11% | +1,649 | New |
| First Affirmative Financial Network | 1,501 | $1.33M | 0.73% | +227+17.8% | Added |