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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 3,795 | $3.36M | 0.21% | +177+4.9% | Added |
| Owen LaRue, LLC | 3,797 | $3.36M | 1.79% | −1,620−29.9% | Reduced |
| Ellevest, Inc. | 3,800 | $3.37M | 0.19% | +38+1.0% | Added |
| Entropy Technologies, LP | 3,812 | $3.38M | 0.35% | −224−5.6% | Reduced |
| Signet Investment Advisory Group, Inc. | 3,819 | $3.38M | 1.69% | −3,615−48.6% | Reduced |
| Somerville Kurt F | 3,822 | $3.39M | 0.55% | −128−3.2% | Reduced |
| Beach Investment Counsel Inc | 3,830 | $3.39M | 0.42% | 00.0% | Unchanged |
| RB Capital Management, LLC | 3,835 | $3.40M | 0.80% | +868+29.3% | Added |
| Howland Capital Management LLC | 3,839 | $3.40M | 0.15% | −693−15.3% | Reduced |
| Fishman Jay A Ltd | 3,841 | $3.40M | 0.34% | +180+4.9% | Added |
| Millennium Capital Advisors, LLC | 3,843 | $3.40M | 2.22% | +53+1.4% | Added |
| JT Stratford LLC | 3,860 | $3.42M | 0.58% | −332−7.9% | Reduced |
| Westwood Holdings Group Inc. | 3,866 | $3.43M | 0.01% | −46−1.2% | Reduced |
| Caas Capital Management LP | 3,868 | $3.43M | 2.34% | +2,460+174.7% | Added |
| Triangle Securities Wealth Management | 3,882 | $3.44M | 0.89% | −337−8.0% | Reduced |
| Oakworth Capital, Inc. | 3,884 | $3.44M | 0.24% | +79+2.1% | Added |
| Cox Capital Mgt LLC | 3,886 | $3.44M | 2.06% | +2,311+146.7% | Added |
| Peterson Wealth Management | 3,886 | $3.44M | 2.20% | −801−17.1% | Reduced |
| Lee Johnson Capital Management, LLC | 3,889 | $3.45M | 1.77% | +3,889 | New |
| Ascent Wealth Partners, LLC | 3,890 | $3.45M | 0.48% | +599+18.2% | Added |
| Bourne Lent Asset Management Inc | 3,907 | $3.46M | 1.31% | +19+0.5% | Added |
| Western Financial Corp | 3,909 | $3.46M | 1.97% | +34+0.9% | Added |
| First Dallas Securities Inc. | 3,912 | $3.47M | 1.45% | −191−4.7% | Reduced |
| Mechanics Bank Trust Department | 3,916 | $3.47M | 0.46% | +22+0.6% | Added |
| Kathmere Capital Management, LLC | 3,919 | $3.47M | 0.33% | −67−1.7% | Reduced |
| First Heartland Consultants, Inc. | 3,931 | $3.48M | 0.38% | −234−5.6% | Reduced |
| Spears Abacus Advisors LLC | 3,934 | $3.49M | 0.07% | +734+22.9% | Added |
| Norden Group LLC | 3,939 | $3.49M | 0.41% | +1,859+89.4% | Added |
| Diversified, LLC | 3,948 | $3.50M | 0.38% | −10.0% | Reduced |
| Diversified Enterprises, LLC | 3,948 | $3.50M | 0.38% | +3,948 | New |
| Doheny Asset Management | 3,970 | $3.52M | 2.40% | +90+2.3% | Added |
| Berkshire Asset Management LLC | 3,886 | $3.52M | 0.18% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,975 | $3.52M | 0.78% | −66−1.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,980 | $3.53M | 0.55% | +110+2.8% | Added |
| Gladius Capital Management LP | 3,981 | $3.53M | 2.12% | +2,774+229.8% | Added |
| Consilium Wealth Advisory, LLC | 3,982 | $3.53M | 1.93% | −545−12.0% | Reduced |
| Etesian Wealth Advisors, Inc. | 3,997 | $3.54M | 1.60% | −56−1.4% | Reduced |
| Kesler, Norman & Wride, LLC | 4,014 | $3.56M | 0.70% | +372+10.2% | Added |
| Copperwynd Financial, LLC | 4,019 | $3.56M | 1.07% | +40+1.0% | Added |
| Geller Advisors LLC | 4,026 | $3.57M | 0.25% | −363−8.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,030 | $3.57M | 0.34% | −189−4.5% | Reduced |
| Tritonpoint Wealth, LLC | 4,076 | $3.58M | 0.33% | +241+6.3% | Added |
| Evermay Wealth Management LLC | 4,040 | $3.58M | 0.58% | −33−0.8% | Reduced |
| Argent Advisors, Inc. | 4,041 | $3.58M | 1.33% | −5−0.1% | Reduced |
| Pinpoint Asset Management Ltd | 4,050 | $3.59M | 0.77% | +841+26.2% | Added |
| Trust Point Inc. | 4,050 | $3.59M | 0.27% | +290+7.7% | Added |
| Grimes & Company, Inc. | 4,073 | $3.61M | 0.10% | +326+8.7% | Added |
| Eagle Wealth Strategies LLC | 4,079 | $3.61M | 2.64% | +39+1.0% | Added |
| Greater Midwest Financial Group, LLC | 4,080 | $3.61M | 2.12% | +62+1.5% | Added |
| Certified Advisory Corp | 4,095 | $3.63M | 0.40% | +31+0.8% | Added |
| Ameliora Wealth Management Ltd. | 4,099 | $3.63M | 1.51% | −488−10.6% | Reduced |
| CMG Global Holdings, LLC | 4,101 | $3.63M | 2.05% | −10−0.2% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 4,101 | $3.63M | 0.87% | +45+1.1% | Added |
| Thomasville National Bank | 4,108 | $3.64M | 0.27% | −53−1.3% | Reduced |
| Cordatus Wealth Management LLC | 4,109 | $3.64M | 1.31% | −394−8.7% | Reduced |
| BCGM Wealth Management, LLC | 4,115 | $3.65M | 1.18% | +20.0% | Added |
| Horizon Kinetics Asset Management LLC | 4,116 | $3.65M | 0.05% | −141−3.3% | Reduced |
| Eventide Asset Management, LLC | 4,128 | $3.66M | 0.06% | +2,946+249.2% | Added |
| Simplicity Wealth,LLC | 4,132 | $3.66M | 0.34% | −47,466−92.0% | Reduced |
| CRA Financial Services, LLC | 4,133 | $3.66M | 0.67% | +98+2.4% | Added |
| Eqis Capital Management, Inc. | 4,142 | $3.67M | 0.29% | +314+8.2% | Added |
| United Asset Strategies, Inc. | 4,143 | $3.67M | 0.34% | −1,153−21.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,149 | $3.68M | 1.98% | −123−2.9% | Reduced |
| Marshall Financial Group LLC | 4,165 | $3.69M | 0.88% | −67−1.6% | Reduced |
| Lokken Investment Group LLC | 4,169 | $3.69M | 1.54% | −30−0.7% | Reduced |
| Aries Wealth Management | 4,186 | $3.71M | 1.02% | +898+27.3% | Added |
| Boston Research & Management Inc | 4,188 | $3.71M | 0.86% | −245−5.5% | Reduced |
| Rehmann Capital Advisory Group | 4,357 | $3.71M | 0.24% | +131+3.1% | Added |
| Accurate Wealth Management, LLC | 4,066 | $3.71M | 0.75% | +1,071+35.8% | Added |
| CFS Investment Advisory Services, LLC | 4,196 | $3.72M | 0.31% | −2,734−39.5% | Reduced |
| Brooktree Capital Management | 4,206 | $3.73M | 3.03% | −418−9.0% | Reduced |
| Prelude Capital Management, LLC | 4,212 | $3.73M | 0.29% | −3,415−44.8% | Reduced |
| Claro Advisors LLC | 4,214 | $3.73M | 0.48% | +384+10.0% | Added |
| JCIC Asset Management Inc. | 4,216 | $3.74M | 1.53% | +42+1.0% | Added |
| Point Break Capital Management, LLC | 4,221 | $3.74M | 4.39% | −180−4.1% | Reduced |
| Pennsylvania Capital Management Inc | 4,221 | $3.74M | 1.34% | +373+9.7% | Added |
| Annex Advisory Services, LLC | 4,221 | $3.74M | 0.12% | −182−4.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,224 | $3.74M | 0.87% | −241−5.4% | Reduced |
| FNY Investment Advisers, LLC | 4,226 | $3.74M | 1.81% | +4,226 | New |
| Financial Security Advisor, Inc. | 4,225 | $3.74M | 0.93% | +18+0.4% | Added |
| Leeward Financial Partners, LLC | 4,227 | $3.74M | 1.41% | +155+3.8% | Added |
| Wakefield Asset Management LLLP | 4,247 | $3.76M | 1.22% | +33+0.8% | Added |
| HT Partners LLC | 4,256 | $3.77M | 1.33% | +18+0.4% | Added |
| Stokes Family Office, LLC | 4,256 | $3.77M | 0.41% | −50−1.2% | Reduced |
| LMR Partners LLP | 4,268 | $3.78M | 0.08% | +3,769+755.3% | Added |
| Optas, LLC | 4,269 | $3.78M | 0.87% | +1,668+64.1% | Added |
| Philadelphia Trust Co | 4,274 | $3.79M | 0.27% | +20+0.5% | Added |
| Towerpoint Wealth, LLC | 4,275 | $3.79M | 1.79% | −3−0.1% | Reduced |
| Koshinski Asset Management, Inc. | 4,276 | $3.79M | 0.33% | −354−7.6% | Reduced |
| Catalina Capital Group, LLC | 4,282 | $3.79M | 1.29% | +354+9.0% | Added |
| Archford Capital Strategies, LLC | 4,084 | $3.80M | 0.57% | +33+0.8% | Added |
| ING Groep NV | 4,302 | $3.81M | 0.02% | −114,424−96.4% | Reduced |
| Valley National Advisers Inc | 4,318 | $3.83M | 0.69% | −1,583−26.8% | Reduced |
| Callan Capital, LLC | 4,320 | $3.83M | 0.27% | +377+9.6% | Added |
| Fukoku Mutual Life Insurance Co | 4,325 | $3.83M | 0.27% | +57+1.3% | Added |
| Vectors Research Management, LLC | 4,324 | $3.84M | 1.16% | 00.0% | Unchanged |
| RDA Financial Network | 4,333 | $3.84M | 1.19% | −33−0.8% | Reduced |
| Gryphon Financial Partners LLC | 4,346 | $3.85M | 0.52% | +339+8.5% | Added |
| First National Corp | 4,350 | $3.85M | 0.86% | −1,709−28.2% | Reduced |
| Lakeview Capital Partners, LLC | 4,356 | $3.86M | 0.62% | −476−9.9% | Reduced |