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
- 3,666
- +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
- 1,388 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 |
|---|---|---|---|---|---|
| Apollon Financial, LLC | 1,503 | $1.33M | 0.39% | +293+24.2% | Added |
| Evanson Asset Management, LLC | 1,505 | $1.33M | 0.10% | +93+6.6% | Added |
| Umpqua Bank | 1,505 | $1.33M | 0.49% | +739+96.5% | Added |
| Thrive Wealth Management, LLC | 1,506 | $1.33M | 0.24% | −22−1.4% | Reduced |
| Burns Matteson Capital Management, LLC | 1,510 | $1.34M | 0.75% | +58+4.0% | Added |
| Invenio Wealth Partners LLC | 1,511 | $1.34M | 0.58% | +297+24.5% | Added |
| Intrua Financial, LLC | 1,512 | $1.34M | 0.22% | +5+0.3% | Added |
| IVC Wealth Advisors LLC | 1,512 | $1.34M | 0.73% | −311−17.1% | Reduced |
| Texas Capital Bancshares Inc | 1,514 | $1.34M | 0.54% | −3−0.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,514 | $1.34M | 0.34% | +63+4.3% | Added |
| CORDA Investment Management, LLC. | 1,515 | $1.34M | 0.10% | +38+2.6% | Added |
| Darden Wealth Group Inc | 1,515 | $1.34M | 0.96% | +55+3.8% | Added |
| Pegasus Partners Ltd. | 1,516 | $1.34M | 0.13% | +113+8.1% | Added |
| Nvest Financial, LLC | 1,528 | $1.35M | 0.77% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,528 | $1.35M | 0.97% | 00.0% | Unchanged |
| Alpha Family Trust | 1,530 | $1.36M | 0.76% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,531 | $1.36M | 0.32% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 1,531 | $1.36M | 0.25% | +244+19.0% | Added |
| Dover Advisors, LLC | 1,534 | $1.36M | 0.77% | −13−0.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,536 | $1.36M | 0.17% | +180+13.3% | Added |
| Thompson Davis & Co., Inc. | 1,537 | $1.36M | 1.01% | −150−8.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 1,542 | $1.37M | 0.08% | +8+0.5% | Added |
| Patriot Investment Management Inc. | 1,543 | $1.37M | 0.10% | −7−0.5% | Reduced |
| Brown Shipley& Co Ltd | 1,544 | $1.37M | 0.67% | +142+10.1% | Added |
| Dudley Capital Management, LLC | 1,544 | $1.37M | 0.72% | +351+29.4% | Added |
| Brady Family Wealth, LLC | 1,547 | $1.37M | 0.41% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,547 | $1.37M | 0.98% | +83+5.7% | Added |
| Wealth Group, Ltd. | 1,548 | $1.37M | 0.92% | +102+7.1% | Added |
| Full Sail Capital, LLC | 1,548 | $1.37M | 0.09% | −1,204−43.8% | Reduced |
| Black Diamond Financial, LLC | 1,549 | $1.37M | 0.23% | +27+1.8% | Added |
| Private Capital Management LLC | 1,549 | $1.37M | 0.25% | +192+14.1% | Added |
| Foster Group, Inc. | 1,556 | $1.38M | 0.05% | −798−33.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,558 | $1.38M | 0.48% | +15+1.0% | Added |
| Anfield Capital Management, LLC | 1,563 | $1.38M | 0.53% | +1,548+10,320.0% | Added |
| Founders Financial Securities LLC | 1,564 | $1.39M | 0.13% | −907−36.7% | Reduced |
| LifePro Asset Management | 1,565 | $1.39M | 0.85% | +16+1.0% | Added |
| Prospect Financial Services LLC | 1,566 | $1.39M | 0.86% | +286+22.3% | Added |
| Orion Capital Management LLC | 1,570 | $1.39M | 0.68% | +60+4.0% | Added |
| Client 1st Advisory Group, LLC | 1,576 | $1.40M | 0.55% | +1,576 | New |
| Verus Capital Partners, LLC | 1,576 | $1.40M | 0.14% | +72+4.8% | Added |
| HBW Advisory Services LLC | 1,583 | $1.40M | 0.20% | +666+72.6% | Added |
| BHK Investment Advisors, LLC | 1,586 | $1.40M | 0.52% | +28+1.8% | Added |
| Camden National Bank | 1,587 | $1.41M | 0.20% | −58−3.5% | Reduced |
| Empirical Asset Management, LLC | 50,150 | $1.41M | 0.50% | +138+0.3% | Added |
| BBR Partners, LLC | 1,596 | $1.41M | 0.11% | −63−3.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,597 | $1.42M | 0.81% | +2+0.1% | Added |
| Longview Financial Advisors, Inc. | 1,598 | $1.42M | 1.04% | −40−2.4% | Reduced |
| Capital Management Associates | 1,600 | $1.42M | 1.58% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 1,600 | $1.42M | 0.21% | 00.0% | Unchanged |
| Lantz Financial LLC | 1,604 | $1.42M | 0.38% | +368+29.8% | Added |
| Altman Advisors, Inc. | 1,608 | $1.42M | 0.63% | +1,608 | New |
| Forbes J M & Co LLP | 1,609 | $1.43M | 0.14% | +55+3.5% | Added |
| Wiser Advisor Group LLC | 1,609 | $1.43M | 2.13% | +128+8.6% | Added |
| AlphaCore Capital LLC | 1,613 | $1.43M | 0.32% | −32−1.9% | Reduced |
| Manhattan West Asset Management, LLC | 1,613 | $1.43M | 0.37% | +56+3.6% | Added |
| Apella Capital, LLC | 1,604 | $1.43M | 0.06% | +16+1.0% | Added |
| Orrstown Financial Services Inc | 1,614 | $1.43M | 0.42% | +765+90.1% | Added |
| Atticus Wealth Management, LLC | 1,614 | $1.43M | 0.46% | +16+1.0% | Added |
| Seascape Capital Management | 1,614 | $1.43M | 0.51% | +3+0.2% | Added |
| Telos Capital Management, Inc. | 1,616 | $1.43M | 0.15% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 1,618 | $1.43M | 0.50% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 1,617 | $1.43M | 0.15% | −50−3.0% | Reduced |
| Aigen Investment Management, LP | 1,618 | $1.43M | 0.28% | +1,618 | New |
| Forte Capital LLC | 1,622 | $1.44M | 0.16% | −91−5.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,622 | $1.44M | 0.21% | −59−3.5% | Reduced |
| American Investment Services, Inc. | 1,628 | $1.44M | 0.24% | −160−8.9% | Reduced |
| Cito Capital Group, LLC | 1,630 | $1.44M | 0.54% | −1,000−38.0% | Reduced |
| Worth Asset Management, LLC | 1,630 | $1.44M | 0.79% | −111−6.4% | Reduced |
| Smith, Salley & Associates | 1,631 | $1.45M | 0.09% | +72+4.6% | Added |
| Strategic Advisors LLC | 1,633 | $1.45M | 0.27% | +28+1.7% | Added |
| Landscape Capital Management, L.L.C. | 1,635 | $1.45M | 0.15% | +1,635 | New |
| Silver Lake Advisory, LLC | 1,637 | $1.45M | 0.59% | −16−1.0% | Reduced |
| Sage Private Wealth Group, LLC | 1,638 | $1.45M | 1.14% | −33−2.0% | Reduced |
| Winthrop Advisory Group LLC | 1,638 | $1.45M | 0.18% | −70−4.1% | Reduced |
| AXS Investments LLC | 1,639 | $1.45M | 0.39% | −132−7.5% | Reduced |
| Watts Gwilliam & Co., LLC | 1,592 | $1.45M | 0.32% | +1,592 | New |
| Trail Ridge Investment Advisors, LLC | 1,613 | $1.46M | 0.69% | +6+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 1,646 | $1.46M | 0.12% | +1+0.1% | Added |
| FC Advisory LLC | 1,647 | $1.46M | 0.49% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,649 | $1.46M | 0.00% | +152+10.2% | Added |
| Lakeridge Wealth Management LLC | 1,655 | $1.47M | 0.81% | +1+0.1% | Added |
| Waypoint Capital Advisors, LLC | 1,656 | $1.47M | 0.31% | +43+2.7% | Added |
| Klingman & Associates, LLC | 1,659 | $1.47M | 0.09% | +81+5.1% | Added |
| Michael B. Yongue | 1,661 | $1.47M | 1.18% | −29−1.7% | Reduced |
| Stockman Wealth Management, Inc. | 1,663 | $1.47M | 0.23% | −705−29.8% | Reduced |
| Morris Financial Concepts, Inc. | 1,664 | $1.47M | 0.63% | −513−23.6% | Reduced |
| Proquility Private Wealth Partners, LLC | 1,665 | $1.48M | 0.47% | +1,665 | New |
| Armor Investment Advisors, LLC | 1,666 | $1.48M | 0.61% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,666 | $1.48M | 0.09% | +47+2.9% | Added |
| Global Trust Asset Management, LLC | 1,668 | $1.48M | 0.55% | +666+66.5% | Added |
| Auxano Advisors, LLC | 1,672 | $1.48M | 0.38% | +1+0.1% | Added |
| Petra Financial Advisors Inc | 1,678 | $1.49M | 0.98% | −64−3.7% | Reduced |
| Visionary Wealth Advisors | 1,682 | $1.49M | 0.09% | −428−20.3% | Reduced |
| Advisory Resource Group | 1,684 | $1.49M | 0.32% | −48−2.8% | Reduced |
| Brown Wealth Management, LLC | 1,684 | $1.49M | 0.54% | +68+4.2% | Added |
| Zimmermann Investment Management & Planning LLC | 1,684 | $1.49M | 0.46% | +119+7.6% | Added |
| Jmac Enterprises LLC | 1,686 | $1.49M | 0.24% | +48+2.9% | Added |
| Rice Hall James & Associates, LLC | 1,690 | $1.50M | 0.08% | −150−8.2% | Reduced |
| Collective Family Office LLC | 1,692 | $1.50M | 0.41% | −143−7.8% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,693 | $1.50M | 0.71% | −7−0.4% | Reduced |