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 |
|---|---|---|---|---|---|
| MCF Advisors LLC | 2,850 | $2.52M | 0.18% | +2+0.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,858 | $2.53M | 0.62% | +730+34.3% | Added |
| Nikulski Financial, Inc. | 2,869 | $2.54M | 0.76% | +816+39.7% | Added |
| Mission Creek Capital Partners, Inc. | 2,870 | $2.54M | 0.59% | +99+3.6% | Added |
| Laraway Financial Inc | 2,872 | $2.54M | 2.03% | −23−0.8% | Reduced |
| First County Bank | 2,873 | $2.55M | 1.26% | −238−7.7% | Reduced |
| Wolf Group Capital Advisors | 5,440 | $2.55M | 1.22% | +2,163+66.0% | Added |
| Maven Securities LTD | 2,885 | $2.56M | 0.29% | −670−18.8% | Reduced |
| Bey-Douglas LLC | 2,885 | $2.56M | 2.24% | +2,885 | New |
| Gold Investment Management Ltd. | 2,887 | $2.56M | 1.07% | −1,261−30.4% | Reduced |
| Leo Wealth, LLC | 2,892 | $2.56M | 0.23% | −623−17.7% | Reduced |
| Keel Point, LLC | 2,897 | $2.57M | 0.21% | −122−4.0% | Reduced |
| John G Ullman & Associates Inc | 2,908 | $2.58M | 0.37% | −450−13.4% | Reduced |
| PSI Advisors, LLC | 2,908 | $2.58M | 0.75% | +13+0.4% | Added |
| Westwood Wealth Management | 2,910 | $2.58M | 1.01% | +970+50.0% | Added |
| Planned Solutions, Inc. | 2,913 | $2.58M | 1.05% | −328−10.1% | Reduced |
| Clare Market Investments LLC | 2,913 | $2.58M | 0.68% | +950+48.4% | Added |
| Guardian Capital Advisors LP | 2,922 | $2.58M | 0.25% | −95−3.1% | Reduced |
| Journey Strategic Wealth LLC | 2,918 | $2.59M | 0.09% | +490+20.2% | Added |
| Forza Wealth Management, LLC | 2,925 | $2.59M | 1.19% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 2,927 | $2.59M | 0.60% | +3+0.1% | Added |
| LRI Investments, LLC | 3,306 | $2.60M | 0.25% | +1,056+46.9% | Added |
| Capital Investment Counsel, LLC | 2,936 | $2.60M | 0.45% | +24+0.8% | Added |
| KKM Financial LLC | 2,941 | $2.61M | 1.29% | +222+8.2% | Added |
| Stiles Financial Services Inc | 2,946 | $2.61M | 0.92% | −126−4.1% | Reduced |
| Rockline Wealth Management, LLC | 2,947 | $2.61M | 0.74% | +228+8.4% | Added |
| Castle Rock Wealth Management, LLC | 2,902 | $2.62M | 0.63% | +3+0.1% | Added |
| Patten Group, Inc. | 2,960 | $2.62M | 0.58% | −65−2.1% | Reduced |
| Scholtz & Company, LLC | 2,963 | $2.63M | 1.24% | −1,432−32.6% | Reduced |
| Sonora Investment Management Group, LLC | 2,965 | $2.63M | 0.19% | +553+22.9% | Added |
| Kestra Investment Management, LLC | 2,972 | $2.63M | 0.11% | +2,972 | New |
| Good Life Advisors, LLC | 2,973 | $2.63M | 0.16% | +374+14.4% | Added |
| Eisler Capital (US) LLC | 2,975 | $2.64M | 0.49% | +2,975 | New |
| Connecticut Wealth Management, LLC | 2,981 | $2.64M | 0.13% | −219−6.8% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,984 | $2.64M | 1.94% | +56+1.9% | Added |
| SFMG, LLC | 2,990 | $2.65M | 0.21% | −229−7.1% | Reduced |
| Deseret Mutual Benefit Administrators | 2,995 | $2.65M | 1.35% | −307−9.3% | Reduced |
| Guyasuta Investment Advisors Inc | 3,001 | $2.66M | 0.16% | +104+3.6% | Added |
| Mattern Wealth Management LLC | 3,004 | $2.66M | 0.58% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 3,009 | $2.67M | 0.09% | −104−3.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,013 | $2.67M | 0.99% | +6+0.2% | Added |
| Legacy Financial Advisors, Inc. | 3,016 | $2.67M | 0.45% | +68+2.3% | Added |
| RiverPark Advisors, LLC | 3,016 | $2.67M | 2.18% | +561+22.9% | Added |
| Means Investment Co., Inc. | 3,016 | $2.67M | 0.30% | +43+1.4% | Added |
| Quadcap Wealth Management, LLC | 3,026 | $2.68M | 0.42% | +376+14.2% | Added |
| Physicians Financial Services, Inc. | 3,029 | $2.68M | 0.83% | +165+5.8% | Added |
| Capasso Planning Partners LLC | 3,031 | $2.69M | 0.79% | −196−6.1% | Reduced |
| KPP Advisory Services LLC | 3,031 | $2.69M | 0.64% | +169+5.9% | Added |
| Crown Wealth Group, LLC | 3,041 | $2.69M | 1.17% | −205−6.3% | Reduced |
| Alera Investment Advisors, LLC | 3,041 | $2.69M | 0.32% | +317+11.6% | Added |
| Wilkins Investment Counsel Inc | 3,044 | $2.70M | 0.37% | −60−1.9% | Reduced |
| Alta Wealth Advisors LLC | 3,045 | $2.70M | 1.23% | −7−0.2% | Reduced |
| Napa Wealth Management | 3,048 | $2.70M | 1.28% | +2,412+379.2% | Added |
| New Century Financial Group, LLC | 3,057 | $2.71M | 0.99% | +872+39.9% | Added |
| Riggs Asset Managment Co. Inc. | 3,067 | $2.72M | 0.74% | −6−0.2% | Reduced |
| Barden Capital Management, Inc. | 3,070 | $2.72M | 2.39% | −194−5.9% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 3,073 | $2.72M | 0.51% | +2,711+748.9% | Added |
| Breakwater Capital Group | 3,074 | $2.72M | 0.55% | −72−2.3% | Reduced |
| Legato Capital Management LLC | 3,077 | $2.73M | 0.34% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 3,080 | $2.73M | 0.96% | −885−22.3% | Reduced |
| Prosperitas Financial LLC | 3,089 | $2.74M | 1.47% | +191+6.6% | Added |
| BLB&B Advisors, LLC | 3,092 | $2.74M | 0.14% | +15+0.5% | Added |
| Lumbard & Kellner, LLC | 3,093 | $2.74M | 1.21% | −187−5.7% | Reduced |
| Semus Wealth Partners LLC | 3,101 | $2.75M | 1.92% | +664+27.2% | Added |
| Game Plan Financial Advisors, LLC | 3,117 | $2.76M | 1.34% | 00.0% | Unchanged |
| CHB Investment Group, LLC | 3,120 | $2.76M | 1.47% | +3,120 | New |
| Community Bank, N.A. | 3,123 | $2.77M | 0.35% | −696−18.2% | Reduced |
| City State Bank | 3,127 | $2.77M | 1.01% | −102−3.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 3,132 | $2.78M | 0.30% | +13+0.4% | Added |
| Mayflower Financial Advisors, LLC | 3,135 | $2.78M | 0.42% | +37+1.2% | Added |
| Taylor Financial Group, Inc. | 3,138 | $2.78M | 1.92% | −10−0.3% | Reduced |
| SlateStone Wealth, LLC | 3,144 | $2.79M | 0.25% | +81+2.6% | Added |
| Marcum Wealth, LLC | 3,144 | $2.79M | 0.26% | +247+8.5% | Added |
| River Street Advisors LLC | 3,149 | $2.79M | 1.51% | −17−0.5% | Reduced |
| McAdam, LLC | 3,150 | $2.79M | 0.16% | +181+6.1% | Added |
| Portside Wealth Group, LLC | 3,158 | $2.80M | 0.48% | +365+13.1% | Added |
| Garrett Investment Advisors LLC | 3,159 | $2.80M | 0.28% | +442+16.3% | Added |
| Optimist Retirement Group LLC | 3,164 | $2.80M | 1.27% | +531+20.2% | Added |
| New Covenant Trust Company, N.A. | 3,203 | $2.81M | 2.72% | +170+5.6% | Added |
| D L Carlson Investment Group Inc | 3,175 | $2.81M | 0.51% | −3,240−50.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 3,110 | $2.82M | 1.06% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 3,179 | $2.82M | 0.93% | +49+1.6% | Added |
| Souders Financial Advisors | 3,187 | $2.82M | 0.39% | −22−0.7% | Reduced |
| High Note Wealth, LLC | 3,188 | $2.82M | 0.81% | −24−0.7% | Reduced |
| Capitol Family Office, Inc. | 3,191 | $2.83M | 3.50% | −56−1.7% | Reduced |
| AdvisorNet Financial, Inc | 3,198 | $2.83M | 0.21% | +226+7.6% | Added |
| Accredited Investors Inc. | 3,203 | $2.84M | 0.16% | −15−0.5% | Reduced |
| Congress Park Capital LLC | 3,208 | $2.84M | 1.05% | −22−0.7% | Reduced |
| Synergy Financial Management, LLC | 3,212 | $2.85M | 0.43% | −9,980−75.7% | Reduced |
| True North Advisors, LLC | 3,225 | $2.86M | 0.75% | −42−1.3% | Reduced |
| BSW Wealth Partners | 3,236 | $2.87M | 0.43% | +134+4.3% | Added |
| MONECO Advisors, LLC | 3,237 | $2.87M | 0.36% | +109+3.5% | Added |
| Veracity Capital LLC | 3,252 | $2.88M | 1.10% | +93+2.9% | Added |
| Catalytic Wealth RIA, LLC | 3,254 | $2.88M | 0.50% | +74+2.3% | Added |
| Bangor Savings Bank | 3,257 | $2.89M | 0.27% | −4−0.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,258 | $2.89M | 0.73% | +81+2.5% | Added |
| Osborne Partners Capital Management, LLC | 3,262 | $2.89M | 0.16% | −189−5.5% | Reduced |
| Midland Wealth Advisors LLC | 3,267 | $2.89M | 0.17% | −489−13.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,267 | $2.89M | 0.01% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 3,267 | $2.89M | 1.28% | +451+16.0% | Added |