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 $942.7B 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Affiance Financial, LLC | 1,925 | $1.71M | 0.41% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 1,927 | $1.71M | 0.88% | −15−0.8% | Reduced |
| Stone Point Wealth LLC | 1,929 | $1.71M | 0.55% | −7−0.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,930 | $1.71M | 0.42% | −57−2.9% | Reduced |
| Amica Retiree Medical Trust | 1,930 | $1.71M | 1.42% | +1,930 | New |
| Birchcreek Wealth Management, LLC | 1,930 | $1.71M | 1.12% | −258−11.8% | Reduced |
| Azzad Asset Management Inc | 1,931 | $1.71M | 0.19% | +196+11.3% | Added |
| WealthTrust Asset Management, LLC | 1,935 | $1.71M | 1.28% | −1,091−36.1% | Reduced |
| WoodTrust Financial Corp | 1,935 | $1.72M | 0.24% | −416−17.7% | Reduced |
| Live Oak Private Wealth LLC | 1,941 | $1.72M | 0.28% | +142+7.9% | Added |
| Capstone Financial Advisors, Inc. | 1,942 | $1.72M | 0.11% | +1,250+180.6% | Added |
| S.A. Mason LLC | 1,944 | $1.72M | 0.91% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,948 | $1.73M | 0.40% | −19−1.0% | Reduced |
| Merrion Investment Management Co, LLC | 1,950 | $1.73M | 1.14% | −50−2.5% | Reduced |
| Essex LLC | 1,950 | $1.73M | 0.35% | +20+1.0% | Added |
| Optivise Advisory Services LLC | 1,954 | $1.73M | 0.91% | +31+1.6% | Added |
| Webster Bank, N. A. | 1,955 | $1.73M | 0.18% | +60+3.2% | Added |
| Secure Asset Management, LLC | 1,956 | $1.73M | 0.29% | +301+18.2% | Added |
| Gables Capital Management Inc. | 1,957 | $1.73M | 0.87% | +91+4.9% | Added |
| Exchange Capital Management, Inc. | 1,958 | $1.73M | 0.28% | −2−0.1% | Reduced |
| Cooper Financial Group | 1,960 | $1.74M | 0.23% | +333+20.5% | Added |
| One Capital Management, LLC | 1,976 | $1.75M | 0.06% | +23+1.2% | Added |
| TFB Advisors LLC | 1,977 | $1.75M | 0.52% | +46+2.4% | Added |
| Baxter Bros Inc | 1,978 | $1.75M | 0.23% | +20+1.0% | Added |
| Aire Advisors, LLC | 1,978 | $1.75M | 0.39% | +108+5.8% | Added |
| Prosperity Wealth Management, Inc. | 1,988 | $1.76M | 0.70% | +876+78.8% | Added |
| D'Orazio & Associates, Inc. | 1,991 | $1.76M | 0.25% | +10+0.5% | Added |
| Pettyjohn, Wood & White, Inc | 1,994 | $1.77M | 0.33% | −3−0.2% | Reduced |
| Union Savings Bank | 1,998 | $1.77M | 0.87% | +235+13.3% | Added |
| Omnia Family Wealth, LLC | 1,998 | $1.77M | 0.76% | +105+5.5% | Added |
| WealthPlan Investment Management, LLC | 2,000 | $1.77M | 0.18% | +6+0.3% | Added |
| Miura Global Management, LLC | 2,000 | $1.77M | 2.03% | −3,500−63.6% | Reduced |
| Helios Capital Management Pte. Ltd | 2,000 | $1.77M | 1.09% | 00.0% | Unchanged |
| Ally Financial Inc. | 2,000 | $1.77M | 0.21% | +2,000 | New |
| NCP Inc. | 2,000 | $1.77M | 1.01% | +2,000 | New |
| LGL Partners, LLC | 2,005 | $1.78M | 0.25% | +20+1.0% | Added |
| Navalign, LLC | 2,006 | $1.78M | 0.52% | −6−0.3% | Reduced |
| James J. Burns & Company, LLC | 2,007 | $1.78M | 0.32% | 00.0% | Unchanged |
| United Bank | 2,007 | $1.78M | 0.21% | −48−2.3% | Reduced |
| Sandy Cove Advisors, LLC | 2,009 | $1.78M | 0.73% | −53−2.6% | Reduced |
| Atlas Capital Advisors LLC | 2,009 | $1.78M | 0.27% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,011 | $1.78M | 0.88% | +1,477+276.6% | Added |
| Partners Capital Investment Group, LLP | 2,013 | $1.78M | 0.03% | +3+0.1% | Added |
| Aviso Wealth Management | 2,014 | $1.78M | 0.97% | −125−5.8% | Reduced |
| First Command Advisory Services, Inc. | 2,026 | $1.79M | 0.02% | +10.0% | Added |
| Bridge Creek Capital Management LLC | 2,029 | $1.80M | 0.54% | −136−6.3% | Reduced |
| NCM Capital Management, LLC | 2,030 | $1.80M | 0.86% | 00.0% | Unchanged |
| JSF Financial, LLC | 2,031 | $1.80M | 0.53% | −8−0.4% | Reduced |
| Oarsman Capital, Inc. | 2,032 | $1.80M | 0.33% | −30−1.5% | Reduced |
| Fortress Wealth Group, LLC | 2,011 | $1.80M | 0.89% | −407−16.8% | Reduced |
| Monumental Financial Group Inc. | 2,036 | $1.80M | 0.67% | −298−12.8% | Reduced |
| NorthStar Asset Management LLC | 2,037 | $1.80M | 1.20% | +285+16.3% | Added |
| Jacobson & Schmitt Advisors, LLC | 2,037 | $1.80M | 0.37% | −3−0.1% | Reduced |
| Fortem Financial Group, LLC | 2,038 | $1.81M | 0.73% | +390+23.7% | Added |
| Kensington Investment Counsel, LLC | 2,041 | $1.81M | 0.76% | −20−1.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,044 | $1.81M | 0.55% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 2,045 | $1.81M | 0.30% | +124+6.5% | Added |
| Marco Investment Management LLC | 2,047 | $1.81M | 0.16% | −66−3.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,047 | $1.81M | 1.44% | +126+6.6% | Added |
| Cim Investment Mangement Inc | 2,048 | $1.81M | 0.54% | −89−4.2% | Reduced |
| Diversified Portfolios, Inc. | 2,050 | $1.82M | 0.20% | −4−0.2% | Reduced |
| LCNB Corp | 2,051 | $1.82M | 0.64% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,054 | $1.82M | 0.55% | −369−15.2% | Reduced |
| First Commonwealth Financial Corp | 2,056 | $1.82M | 0.44% | +16+0.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,056 | $1.82M | 1.10% | +108+5.5% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,059 | $1.82M | 0.08% | +195+10.5% | Added |
| Barlow Wealth Partners, Inc. | 2,031 | $1.82M | 0.24% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 2,065 | $1.83M | 0.38% | −71−3.3% | Reduced |
| Kirr Marbach & Co LLC | 2,068 | $1.83M | 0.41% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,068 | $1.83M | 0.39% | −200−8.8% | Reduced |
| 44 Wealth Management LLC | 2,028 | $1.83M | 0.64% | +2,028 | New |
| Bellecapital International Ltd. | 2,069 | $1.83M | 0.36% | −1,019−33.0% | Reduced |
| TrueMark Investments, LLC | 2,069 | $1.83M | 0.59% | −202−8.9% | Reduced |
| Onefund, LLC | 2,069 | $1.83M | 1.86% | −18−0.9% | Reduced |
| Kennedy Investment Group | 2,077 | $1.84M | 0.85% | +208+11.1% | Added |
| Wealthspan Partners, LLC | 2,082 | $1.84M | 0.91% | 00.0% | Unchanged |
| CenterBook Partners LP | 2,084 | $1.85M | 0.11% | −6,629−76.1% | Reduced |
| Canton Hathaway, LLC | 2,085 | $1.85M | 0.46% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 2,085 | $1.85M | 0.41% | +48+2.4% | Added |
| Unionview, LLC | 2,085 | $1.85M | 1.44% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 2,086 | $1.85M | 0.23% | +20+1.0% | Added |
| Westhampton Capital, LLC | 2,089 | $1.85M | 0.94% | −135−6.1% | Reduced |
| Boltwood Capital Management | 2,099 | $1.86M | 0.55% | −71−3.3% | Reduced |
| Cetera Trust Company, N.A | 2,099 | $1.86M | 1.14% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 2,102 | $1.86M | 1.19% | 00.0% | Unchanged |
| Clarity Capital Partners LLC | 2,103 | $1.86M | 1.10% | +1,795+582.8% | Added |
| Summit Financial Strategies, Inc. | 2,105 | $1.86M | 0.21% | +11+0.5% | Added |
| J. W. Coons Advisors, LLC | 2,106 | $1.87M | 0.47% | −5−0.2% | Reduced |
| Baldwin Brothers Inc | 2,111 | $1.87M | 0.13% | +846+66.9% | Added |
| Scott & Selber, Inc. | 2,119 | $1.88M | 0.58% | −15−0.7% | Reduced |
| Westover Capital Advisors, LLC | 2,122 | $1.88M | 0.36% | +179+9.2% | Added |
| Cynosure Management, LLC | 2,122 | $1.88M | 0.27% | +379+21.7% | Added |
| Heritage Investment Group, Inc. | 2,126 | $1.88M | 0.36% | +79+3.9% | Added |
| Ti-Trust, Inc | 2,130 | $1.89M | 1.35% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 2,132 | $1.89M | 0.62% | +188+9.7% | Added |
| Drexel Morgan & Co. | 2,134 | $1.89M | 0.35% | 00.0% | Unchanged |
| Ted Buchan & Co | 2,136 | $1.89M | 0.90% | +170+8.6% | Added |
| Halbert Hargrove Global Advisors, LLC | 2,138 | $1.89M | 0.10% | 00.0% | Unchanged |
| Estate Counselors, LLC | 2,143 | $1.90M | 0.20% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 2,144 | $1.90M | 1.48% | −10−0.5% | Reduced |