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 |
|---|---|---|---|---|---|
| CM Wealth Advisors LLC | 1,700 | $1.51M | 0.49% | +1,700 | New |
| TrinityPoint Wealth, LLC | 1,700 | $1.51M | 0.22% | −120−6.6% | Reduced |
| Virtue Capital Management, LLC | 1,704 | $1.51M | 0.30% | −129−7.0% | Reduced |
| WR Wealth Planners, LLC | 1,707 | $1.51M | 0.42% | −1−0.1% | Reduced |
| Resources Management Corp | 1,710 | $1.51M | 0.20% | +243+16.6% | Added |
| Future Fund LLC | 1,850 | $1.52M | 4.38% | −810−30.5% | Reduced |
| Seeds Investor LLC | 1,712 | $1.52M | 0.57% | +812+90.2% | Added |
| Rollins Financial Advisors, LLC | 1,713 | $1.52M | 0.25% | +20+1.2% | Added |
| OneAscent Financial Services LLC | 1,716 | $1.52M | 1.09% | +1,716 | New |
| Wealth Quarterback LLC | 1,717 | $1.52M | 0.79% | +802+87.7% | Added |
| EagleClaw Capital Managment, LLC | 1,718 | $1.52M | 0.25% | −7−0.4% | Reduced |
| Vista Capital Partners, Inc. | 1,719 | $1.52M | 0.18% | +650+60.8% | Added |
| Beverly Hills Private Wealth, LLC | 1,721 | $1.52M | 0.31% | −125−6.8% | Reduced |
| First National Bank of Hutchinson | 1,724 | $1.53M | 0.99% | −197−10.3% | Reduced |
| Laidlaw Wealth Management LLC | 1,729 | $1.53M | 0.76% | +343+24.7% | Added |
| Alan B. Lancz & Associates, Inc. | 1,730 | $1.53M | 1.41% | +25+1.5% | Added |
| Delta Investment Management, LLC | 1,734 | $1.54M | 0.31% | +359+26.1% | Added |
| Gray Wealth Management Inc. | 1,737 | $1.54M | 0.61% | +9+0.5% | Added |
| Safe Harbor Fiduciary, LLC | 1,738 | $1.54M | 1.44% | +1,738 | New |
| Sather Financial Group Inc | 1,741 | $1.54M | 0.10% | −22−1.2% | Reduced |
| Balboa Wealth Partners | 1,742 | $1.54M | 0.38% | −243−12.2% | Reduced |
| Gilbert & Cook, Inc. | 1,743 | $1.54M | 0.21% | −14−0.8% | Reduced |
| Sunflower Bank, N.A. | 1,744 | $1.55M | 0.42% | +29+1.7% | Added |
| Wolff Wiese Magana LLC | 1,745 | $1.55M | 1.06% | +35+2.0% | Added |
| Gratus Wealth Advisors, LLC | 1,721 | $1.55M | 0.25% | +434+33.7% | Added |
| Aspire Private Capital, LLC | 1,748 | $1.55M | 0.37% | +16+0.9% | Added |
| Zega Financial, LLC | 1,748 | $1.55M | 0.51% | −573−24.7% | Reduced |
| McLean Asset Management Corp | 1,746 | $1.55M | 0.47% | +270+18.3% | Added |
| Cobblestone Capital Advisors LLC | 1,750 | $1.55M | 0.09% | −134−7.1% | Reduced |
| Canal Capital Management, LLC | 1,750 | $1.55M | 0.25% | −28−1.6% | Reduced |
| Enterprise Financial Services Corp | 1,751 | $1.55M | 0.90% | −27−1.5% | Reduced |
| US Asset Management LLC | 1,912 | $1.55M | 1.37% | −108−5.3% | Reduced |
| Somerset Group LLC | 1,752 | $1.55M | 1.43% | +1+0.1% | Added |
| JGP Wealth Management, LLC | 1,752 | $1.55M | 0.20% | +40+2.3% | Added |
| Silver Oak Securities, Inc | 1,951 | $1.55M | 0.16% | −129−6.2% | Reduced |
| First Financial Bank - Trust Division | 1,757 | $1.56M | 0.14% | −69−3.8% | Reduced |
| Hedeker Wealth, LLC | 1,757 | $1.56M | 0.41% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 1,760 | $1.56M | 0.49% | −90−4.9% | Reduced |
| Weaver Capital Management LLC | 1,762 | $1.56M | 0.47% | −18−1.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,763 | $1.56M | 0.21% | −264−13.0% | Reduced |
| Unigestion Holding SA | 1,765 | $1.56M | 0.08% | −450−20.3% | Reduced |
| WealthPLAN Partners, LLC | 1,768 | $1.57M | 0.21% | +187+11.8% | Added |
| XML Financial, LLC | 1,775 | $1.57M | 0.15% | +17+1.0% | Added |
| Keynote Financial Services LLC | 1,775 | $1.57M | 1.20% | −241−12.0% | Reduced |
| Global Financial Private Client, LLC | 1,776 | $1.57M | 0.61% | +131+8.0% | Added |
| Hixon Zuercher, LLC | 1,777 | $1.57M | 0.62% | +3+0.2% | Added |
| NWF Advisory Services Inc. | 1,784 | $1.58M | 0.23% | +301+20.3% | Added |
| ICONIQ Capital, LLC | 1,785 | $1.58M | 0.03% | +1,292+262.1% | Added |
| BTG Pactual Asset Management US LLC | 1,791 | $1.59M | 0.23% | +432+31.8% | Added |
| Intelligence Driven Advisers, LLC | 1,793 | $1.59M | 0.23% | +594+49.5% | Added |
| Cinctive Capital Management LP | 1,795 | $1.59M | 0.09% | −4,471−71.4% | Reduced |
| Parametrica Management Ltd | 1,800 | $1.59M | 1.90% | −3,300−64.7% | Reduced |
| Pavion Blue Capital, LLC | 1,800 | $1.59M | 0.74% | −1,143−38.8% | Reduced |
| LBMC Investment Advisors, LLC | 1,800 | $1.59M | 0.13% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 1,800 | $1.59M | 1.36% | +200+12.5% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,800 | $1.59M | 0.82% | −2,200−55.0% | Reduced |
| Nkcfo LLC | 1,800 | $1.59M | 0.76% | +50+2.9% | Added |
| LWM Advisory Services, LLC | 1,801 | $1.60M | 1.18% | −17−0.9% | Reduced |
| M&R Capital Management Inc | 1,802 | $1.60M | 0.35% | +44+2.5% | Added |
| Mill Capital Management, LLC | 1,803 | $1.60M | 0.12% | 00.0% | Unchanged |
| Burr Financial Services, LLC | 1,806 | $1.60M | 1.13% | +606+50.5% | Added |
| Zhang Financial LLC | 1,807 | $1.60M | 0.10% | +10+0.6% | Added |
| Gilman Hill Asset Management, LLC | 1,807 | $1.60M | 0.27% | −125−6.5% | Reduced |
| Sivia Capital Partners, LLC | 1,812 | $1.61M | 0.95% | +5+0.3% | Added |
| Wambolt & Associates, LLC | 1,816 | $1.61M | 0.44% | +9+0.5% | Added |
| Galvin, Gaustad & Stein, LLC | 1,821 | $1.61M | 0.14% | −133−6.8% | Reduced |
| Heritage Financial Services, LLC | 1,828 | $1.62M | 0.22% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1,830 | $1.62M | 0.54% | −806−30.6% | Reduced |
| Running Point Capital Advisors, LLC | 1,831 | $1.62M | 0.63% | −21−1.1% | Reduced |
| Horizon Investment Services, LLC | 1,836 | $1.63M | 0.70% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,836 | $1.63M | 0.62% | +801+77.4% | Added |
| Guardian Capital LP | 1,839 | $1.63M | 0.06% | −11−0.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,846 | $1.64M | 0.47% | −14−0.8% | Reduced |
| GHP Investment Advisors, Inc. | 1,848 | $1.64M | 0.08% | +89+5.1% | Added |
| Alpha Omega Wealth Management LLC | 1,851 | $1.64M | 0.30% | −155−7.7% | Reduced |
| Legacy Capital Group California, Inc. | 1,852 | $1.64M | 0.55% | −1−0.1% | Reduced |
| Chapin Davis, Inc. | 1,852 | $1.64M | 0.53% | 00.0% | Unchanged |
| Mendel Money Management | 1,856 | $1.64M | 0.71% | −153−7.6% | Reduced |
| Vawter Financial, Ltd. | 1,861 | $1.65M | 1.01% | +100+5.7% | Added |
| Whitener Capital Management, Inc. | 1,863 | $1.65M | 0.47% | +268+16.8% | Added |
| Tiemann Investment Advisors, LLC | 1,867 | $1.65M | 0.71% | −113−5.7% | Reduced |
| Trustco Bank Corp N Y | 1,869 | $1.66M | 1.66% | +50+2.7% | Added |
| Loomis Sayles & Co L P | 1,869 | $1.66M | 0.00% | +370+24.7% | Added |
| Wexford Capital LP | 1,871 | $1.66M | 0.40% | +1,871 | New |
| Emerald Advisers, LLC | 1,873 | $1.66M | 0.06% | +804+75.2% | Added |
| Brave Asset Management Inc | 1,878 | $1.66M | 0.41% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,882 | $1.67M | 0.48% | −466−19.8% | Reduced |
| MN Wealth Advisors, LLC | 1,884 | $1.67M | 0.95% | −10−0.5% | Reduced |
| Dogwood Wealth Management LLC | 1,885 | $1.67M | 0.96% | +292+18.3% | Added |
| Founders Financial Alliance, LLC | 1,886 | $1.67M | 0.47% | −240−11.3% | Reduced |
| Tortoise Investment Management, LLC | 1,887 | $1.67M | 0.17% | +86+4.8% | Added |
| Prosperity Financial Group, Inc. | 1,890 | $1.67M | 0.94% | +60+3.3% | Added |
| Savvy Advisors, Inc. | 1,892 | $1.68M | 0.34% | +88+4.9% | Added |
| Atlas Brown,Inc. | 1,898 | $1.68M | 0.58% | −78−3.9% | Reduced |
| Pingora Partners LLC | 1,900 | $1.68M | 1.19% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,903 | $1.69M | 0.22% | +1,313+222.5% | Added |
| Beacon Capital Management, LLC | 1,904 | $1.69M | 0.24% | +67+3.6% | Added |
| BCJ Capital Management, LLC | 1,907 | $1.69M | 0.13% | +446+30.5% | Added |
| FinTrust Capital Advisors, LLC | 1,918 | $1.70M | 0.29% | +9+0.5% | Added |
| Financial Sense Advisors, Inc. | 1,923 | $1.70M | 0.47% | −1,361−41.4% | Reduced |