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 |
|---|---|---|---|---|---|
| Blodgett Wealth Advisors, LLC | 4,365 | $3.87M | 3.25% | +35+0.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,366 | $3.87M | 0.59% | −1,061−19.6% | Reduced |
| Ballast, Inc. | 4,367 | $3.87M | 1.10% | −65−1.5% | Reduced |
| Quintet Private Bank (Europe) S.A. | 4,369 | $3.87M | 0.22% | +281+6.9% | Added |
| Banco de Sabadell, S.A | 4,390 | $3.89M | 2.91% | −143−3.2% | Reduced |
| Avidian Wealth Solutions, LLC | 4,387 | $3.89M | 0.18% | +163+3.9% | Added |
| Becker Capital Management Inc | 4,388 | $3.89M | 0.13% | +235+5.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,392 | $3.89M | 0.53% | +299+7.3% | Added |
| Occudo Quantitative Strategies LP | 4,392 | $3.89M | 0.71% | +4,392 | New |
| Baader Bank INC | 4,561 | $3.89M | 0.33% | −3,427−42.9% | Reduced |
| Fortis Group Advisors, LLC | 4,395 | $3.89M | 0.72% | −192−4.2% | Reduced |
| Silphium Asset Management Ltd | 4,396 | $3.89M | 1.40% | 00.0% | Unchanged |
| Fragasso Group Inc. | 4,400 | $3.90M | 0.30% | −343−7.2% | Reduced |
| Wallington Asset Management, LLC | 4,405 | $3.90M | 0.54% | +443+11.2% | Added |
| ABN AMRO Bank N.V. | 4,549 | $4.00M | 0.05% | +3,791+500.1% | Added |
| West Branch Capital LLC | 4,512 | $4.00M | 1.38% | +182+4.2% | Added |
| Wealth Alliance Advisory Group, LLC | 4,527 | $4.01M | 0.84% | +147+3.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,534 | $4.02M | 1.47% | −3−0.1% | Reduced |
| Ledyard National Bank | 4,536 | $4.02M | 0.37% | +153+3.5% | Added |
| Concord Asset Management, LLC | 4,540 | $4.02M | 0.91% | +485+12.0% | Added |
| Pinnacle West Asset Management, Inc. | 4,545 | $4.03M | 2.89% | −5−0.1% | Reduced |
| Curbstone Financial Management Corp | 4,554 | $4.03M | 0.86% | −2,086−31.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4,558 | $4.04M | 1.18% | −697−13.3% | Reduced |
| Stratos Wealth Advisors, LLC | 4,561 | $4.04M | 0.19% | −21,951−82.8% | Reduced |
| Tufton Capital Management | 4,577 | $4.05M | 0.76% | +1,110+32.0% | Added |
| RMR Wealth Builders | 4,579 | $4.06M | 0.43% | +113+2.5% | Added |
| Franchise Capital Ltd | 4,585 | $4.06M | 1.46% | +4,585 | New |
| Regal Investment Advisors LLC | 4,588 | $4.06M | 0.28% | −735−13.8% | Reduced |
| Draper Asset Management, LLC | 4,606 | $4.08M | 2.95% | −1,274−21.7% | Reduced |
| AA Financial Advisors, LLC | 4,607 | $4.08M | 1.18% | +318+7.4% | Added |
| Tyche Wealth Partners LLC | 4,617 | $4.09M | 0.93% | +163+3.7% | Added |
| Peterson Wealth Services | 4,617 | $4.09M | 1.31% | +100+2.2% | Added |
| West Family Investments, Inc. | 4,623 | $4.10M | 1.39% | +255+5.8% | Added |
| Evernest Financial Advisors, LLC | 4,626 | $4.10M | 1.10% | −94−2.0% | Reduced |
| NFP Retirement, Inc. | 4,627 | $4.10M | 0.33% | +30+0.7% | Added |
| Finivi Inc. | 4,648 | $4.12M | 3.34% | −401−7.9% | Reduced |
| Van Strum & Towne Inc. | 4,675 | $4.14M | 1.43% | −600−11.4% | Reduced |
| SevenBridge Financial Group, LLC | 4,976 | $4.14M | 0.80% | +561+12.7% | Added |
| Adirondack Trust Co | 4,682 | $4.15M | 1.60% | +95+2.1% | Added |
| Hudson Canyon Capital Management | 4,683 | $4.15M | 2.68% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 4,701 | $4.16M | 2.25% | −62−1.3% | Reduced |
| Dearborn Partners LLC | 4,703 | $4.17M | 0.17% | +55+1.2% | Added |
| Manchester Capital Management LLC | 4,704 | $4.17M | 0.49% | +538+12.9% | Added |
| Guardian Wealth Advisors, LLC | 4,719 | $4.18M | 0.45% | −166−3.4% | Reduced |
| KG&L Capital Management,LLC | 4,733 | $4.19M | 1.35% | +182+4.0% | Added |
| KRS Capital Management, LLC | 4,750 | $4.21M | 3.07% | −20−0.4% | Reduced |
| Jackson Square Partners, LLC | 4,752 | $4.21M | 0.36% | −1,785−27.3% | Reduced |
| Dantai Capital Ltd | 4,760 | $4.22M | 5.35% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 4,683 | $4.23M | 0.41% | +191+4.3% | Added |
| Sound Income Strategies, LLC | 4,776 | $4.23M | 0.27% | +15+0.3% | Added |
| Simon Quick Advisors, LLC | 4,781 | $4.24M | 0.27% | +675+16.4% | Added |
| American Money Management, LLC | 4,787 | $4.24M | 0.85% | +30+0.6% | Added |
| Freedom Day Solutions, LLC | 4,792 | $4.24M | 1.32% | −116−2.4% | Reduced |
| Keystone Financial Group | 4,799 | $4.25M | 0.54% | +513+12.0% | Added |
| Angeles Wealth Management, LLC | 4,804 | $4.26M | 0.37% | +397+9.0% | Added |
| Sandbox Financial Partners, LLC | 4,826 | $4.28M | 1.51% | +169+3.6% | Added |
| Joel Isaacson & Co., LLC | 4,830 | $4.28M | 0.20% | −410−7.8% | Reduced |
| Woodmont Investment Counsel LLC | 4,831 | $4.28M | 0.32% | −41−0.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,839 | $4.29M | 0.17% | −64−1.3% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 4,840 | $4.29M | 1.04% | −7,236−59.9% | Reduced |
| Fort Sheridan Advisors LLC | 4,842 | $4.29M | 0.65% | −26−0.5% | Reduced |
| Catalyst Financial Partners LLC | 4,842 | $4.29M | 0.84% | +166+3.6% | Added |
| First Financial Corp | 4,857 | $4.30M | 2.05% | −553−10.2% | Reduced |
| Schulhoff & Co Inc | 4,860 | $4.31M | 1.80% | −20−0.4% | Reduced |
| WSFS Capital Management, LLC | 4,868 | $4.31M | 0.23% | −19−0.4% | Reduced |
| LM Advisors LLC | 4,884 | $4.33M | 0.88% | −110−2.2% | Reduced |
| Northwest Bancshares, Inc. | 4,886 | $4.33M | 0.74% | −227−4.4% | Reduced |
| Appleton Partners Inc | 4,888 | $4.33M | 0.32% | −58−1.2% | Reduced |
| Vista Investment Partners LLC | 4,905 | $4.35M | 1.39% | −10.0% | Reduced |
| Blueprint Investment Partners LLC | 4,917 | $4.36M | 0.79% | +225+4.8% | Added |
| Sweet Financial Partners, LLC | 4,919 | $4.36M | 0.94% | −112−2.2% | Reduced |
| Elevatus Welath Management | 4,923 | $4.36M | 1.43% | −1,125−18.6% | Reduced |
| Resonant Capital Advisors, LLC | 4,927 | $4.37M | 0.32% | −574−10.4% | Reduced |
| StoneCrest Wealth Management, Inc. | 4,932 | $4.37M | 3.18% | +7+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 4,935 | $4.37M | 1.53% | +1,085+28.2% | Added |
| WNY Asset Management, LLC | 4,944 | $4.38M | 0.51% | −15−0.3% | Reduced |
| Cladis Investment Advisory, LLC | 4,944 | $4.38M | 3.04% | −900−15.4% | Reduced |
| High Net Worth Advisory Group LLC | 4,952 | $4.39M | 1.22% | −102−2.0% | Reduced |
| Kovack Advisors, Inc. | 4,956 | $4.39M | 0.47% | +440+9.7% | Added |
| J. Goldman & Co LP | 4,958 | $4.39M | 0.19% | +4,958 | New |
| NVWM, LLC | 4,972 | $4.41M | 1.12% | −120−2.4% | Reduced |
| Belpointe Asset Management LLC | 4,976 | $4.41M | 0.26% | −754−13.2% | Reduced |
| Wealth High Governance Capital Ltda | 5,000 | $4.43M | 1.55% | −5,000−50.0% | Reduced |
| Waycross Partners, LLC | 5,000 | $4.43M | 0.61% | 00.0% | Unchanged |
| Sentry LLC | 5,005 | $4.43M | 0.85% | +10.0% | Added |
| Keudell/Morrison Wealth Management | 5,006 | $4.44M | 1.20% | +186+3.9% | Added |
| Birinyi Associates Inc | 5,008 | $4.44M | 1.27% | +228+4.8% | Added |
| Hamilton Wealth, LLC | 5,011 | $4.44M | 1.09% | +4,445+785.3% | Added |
| NBC Securities, Inc. | 5,019 | $4.45M | 0.37% | +228+4.8% | Added |
| Boston Financial Mangement LLC | 5,020 | $4.45M | 0.13% | +13+0.3% | Added |
| Brass Tax Wealth Management, Inc | 5,032 | $4.46M | 0.95% | +997+24.7% | Added |
| Terra Nova Asset Management LLC | 5,034 | $4.46M | 3.31% | −32−0.6% | Reduced |
| Teza Capital Management LLC | 5,040 | $4.47M | 0.49% | +343+7.3% | Added |
| Sage Mountain Advisors LLC | 5,060 | $4.48M | 0.38% | +198+4.1% | Added |
| Capital Square, LLC | 5,060 | $4.48M | 2.72% | −192−3.7% | Reduced |
| Concord Wealth Partners | 5,067 | $4.49M | 0.75% | +416+8.9% | Added |
| Transform Wealth, LLC | 5,071 | $4.49M | 0.30% | −191−3.6% | Reduced |
| 3Chopt Investment Partners, LLC | 5,078 | $4.50M | 1.61% | +1,332+35.6% | Added |
| Hamilton Point Investment Advisors, LLC | 5,079 | $4.50M | 0.81% | −199−3.8% | Reduced |
| Courier Capital LLC | 5,082 | $4.50M | 0.31% | +41+0.8% | Added |