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 |
|---|---|---|---|---|---|
| Peddock Capital Advisors, LLC | 5,101 | $4.52M | 1.09% | 00.0% | Unchanged |
| Advisor OS, LLC | 5,103 | $4.52M | 0.45% | +413+8.8% | Added |
| Amarillo National Bank | 5,109 | $4.53M | 0.83% | −250−4.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,121 | $4.54M | 0.77% | +117+2.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,121 | $4.54M | 0.45% | −50−1.0% | Reduced |
| Atlantic Trust, LLC | 5,121 | $4.54M | 1.09% | +33+0.6% | Added |
| North Point Portfolio Managers Corp | 5,126 | $4.54M | 0.73% | +4,220+465.8% | Added |
| 9258 Wealth Management, LLC | 5,126 | $4.54M | 0.67% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5,139 | $4.55M | 0.07% | −829−13.9% | Reduced |
| Quent Capital, LLC | 5,151 | $4.56M | 0.46% | +24+0.5% | Added |
| Proficio Capital Partners LLC | 5,177 | $4.59M | 0.46% | −1,405−21.3% | Reduced |
| Executive Wealth Management, LLC | 5,200 | $4.61M | 0.36% | +5,200 | New |
| Invesco, LLC | 5,205 | $4.61M | 1.84% | +22+0.4% | Added |
| David R. Rahn & Associates Inc. | 5,212 | $4.62M | 1.40% | −400−7.1% | Reduced |
| Pinnacle Bancorp, Inc. | 5,223 | $4.63M | 1.24% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 5,227 | $4.63M | 1.17% | −1,113−17.6% | Reduced |
| Symphony Financial, Ltd. Co. | 5,269 | $4.64M | 0.77% | +432+8.9% | Added |
| DGS Capital Management, LLC | 5,239 | $4.64M | 1.26% | +350+7.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 5,243 | $4.64M | 0.93% | +86+1.7% | Added |
| Wealthquest Corp | 5,256 | $4.65M | 0.41% | +65+1.3% | Added |
| NewSquare Capital LLC | 5,248 | $4.65M | 0.37% | +464+9.7% | Added |
| WealthBridge Capital Management, LLC | 5,249 | $4.65M | 1.34% | +1,876+55.6% | Added |
| Consolidated Planning Corp | 5,254 | $4.65M | 0.69% | +2,057+64.3% | Added |
| Blackhawk Capital Partners LLC. | 5,256 | $4.66M | 2.49% | +41+0.8% | Added |
| Clifford Swan Investment Counsel LLC | 5,260 | $4.66M | 0.17% | +259+5.2% | Added |
| Argus Investors' Counsel, Inc. | 5,274 | $4.67M | 3.05% | −2,999−36.3% | Reduced |
| Ironwood Financial, llc | 5,277 | $4.68M | 0.98% | −28−0.5% | Reduced |
| Stanley-Laman Group, Ltd. | 5,280 | $4.68M | 0.66% | −103−1.9% | Reduced |
| Boston Family Office LLC | 5,282 | $4.68M | 0.32% | −285−5.1% | Reduced |
| Norway Savings Bank | 5,316 | $4.71M | 2.55% | −167−3.0% | Reduced |
| EPG Wealth Management LLC | 5,320 | $4.71M | 1.19% | +5,320 | Added |
| Jeppson Wealth Management, LLC | 5,353 | $4.74M | 1.70% | −84−1.5% | Reduced |
| Bank Hapoalim BM | 5,365 | $4.75M | 0.72% | −169−3.1% | Reduced |
| Parker Investment Management, LLC | 5,365 | $4.75M | 0.77% | −6,777−55.8% | Reduced |
| Black Swift Group, LLC | 5,370 | $4.76M | 1.05% | −1,998−27.1% | Reduced |
| Covenant Partners, LLC | 5,371 | $4.76M | 1.38% | +4,370+436.6% | Added |
| YHB Investment Advisors, Inc. | 5,392 | $4.78M | 0.40% | +746+16.1% | Added |
| Atomi Financial Group, Inc. | 5,394 | $4.78M | 0.30% | +111+2.1% | Added |
| Capital Asset Advisory Services LLC | 5,235 | $4.78M | 0.24% | +82+1.6% | Added |
| Aaron Wealth Advisors | 5,404 | $4.79M | 0.57% | +690+14.6% | Added |
| Private Wealth Partners, LLC | 5,415 | $4.80M | 0.38% | +955+21.4% | Added |
| Arete Wealth Advisors, LLC | 5,438 | $4.80M | 0.41% | −1,894−25.8% | Reduced |
| Sabal Trust CO | 5,426 | $4.81M | 0.26% | −9−0.2% | Reduced |
| Everhart Financial Group, Inc. | 5,433 | $4.81M | 1.07% | +672+14.1% | Added |
| Horizon Investments, LLC | 5,435 | $4.82M | 0.13% | +2,345+75.9% | Added |
| Silvercrest Asset Management Group LLC | 5,436 | $4.82M | 0.03% | +349+6.9% | Added |
| Simplex Trading, LLC | 5,445 | $4.82M | 0.16% | +5,445 | New |
| Harbour Trust & Investment Management Co | 5,446 | $4.82M | 0.55% | −57−1.0% | Reduced |
| Hilltop National Bank | 5,448 | $4.83M | 1.47% | −42−0.8% | Reduced |
| Sunbelt Securities, Inc. | 5,453 | $4.83M | 0.47% | +477+9.6% | Added |
| Metavasi Capital LP | 5,471 | $4.85M | 2.54% | −1,029−15.8% | Reduced |
| Carret Asset Management, LLC | 5,472 | $4.85M | 0.53% | −560−9.3% | Reduced |
| Proequities, Inc. | 6,747 | $4.86M | 0.29% | −152−2.2% | Reduced |
| Affinity Capital Advisors, LLC | 5,490 | $4.86M | 0.94% | −311−5.4% | Reduced |
| IAM Advisory, LLC | 5,490 | $4.86M | 1.23% | −606−9.9% | Reduced |
| Naviter Wealth, LLC | 5,494 | $4.87M | 0.68% | +969+21.4% | Added |
| Carl P. Sherr & Co., LLC | 5,526 | $4.90M | 2.58% | +24+0.4% | Added |
| Romano Brothers and Company | 5,526 | $4.90M | 0.61% | +37+0.7% | Added |
| Invst, LLC | 5,552 | $4.92M | 0.60% | +189+3.5% | Added |
| Wall Street Financial Group, Inc. | 5,553 | $4.92M | 5.19% | +42+0.8% | Added |
| E Fund Management Co., Ltd. | 5,562 | $4.93M | 0.25% | +351+6.7% | Added |
| Cassaday & Co Wealth Management LLC | 5,570 | $4.94M | 0.14% | +113+2.1% | Added |
| Robertson Stephens Wealth Management, LLC | 5,571 | $4.94M | 0.18% | +69+1.3% | Added |
| Parisi Gray Wealth Management | 5,606 | $4.97M | 1.64% | +38+0.7% | Added |
| Iowa State Bank | 5,612 | $4.97M | 1.02% | +460+8.9% | Added |
| Financial Advisory Service, Inc. | 5,638 | $4.99M | 0.40% | +109+2.0% | Added |
| Skopos Labs, Inc. | 5,639 | $5.00M | 1.64% | +404+7.7% | Added |
| M&G Plc | 5,665 | $5.02M | 0.03% | −5,770−50.5% | Reduced |
| Parthenon LLC | 5,667 | $5.02M | 0.60% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 5,681 | $5.03M | 0.18% | −366−6.1% | Reduced |
| Kessler Investment Group, LLC | 5,687 | $5.04M | 2.59% | +3,211+129.7% | Added |
| Capital Advisors Inc | 5,687 | $5.04M | 0.10% | +1,141+25.1% | Added |
| Steel Peak Wealth Management LLC | 5,713 | $5.06M | 0.22% | −18−0.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 5,737 | $5.08M | 1.75% | −1,859−24.5% | Reduced |
| Berger Financial Group, Inc | 5,741 | $5.09M | 0.37% | +2,841+98.0% | Added |
| Beaton Management Co. Inc. | 5,747 | $5.09M | 2.58% | +15+0.3% | Added |
| WJ Wealth Management, LLC | 5,756 | $5.10M | 1.80% | +1,054+22.4% | Added |
| Beaumont Financial Advisors, LLC | 5,772 | $5.11M | 0.40% | +243+4.4% | Added |
| Harmony Asset Management LLC | 5,773 | $5.11M | 1.88% | +178+3.2% | Added |
| Sym Financial Corp | 5,795 | $5.13M | 0.69% | +128+2.3% | Added |
| Tradewinds, LLC. | 5,812 | $5.15M | 1.59% | +135+2.4% | Added |
| Magnus Financial Group LLC | 5,814 | $5.15M | 0.52% | −267−4.4% | Reduced |
| Seven Eight Capital, LP | 5,827 | $5.16M | 0.46% | +3,709+175.1% | Added |
| Halter Ferguson Financial Inc. | 5,833 | $5.17M | 2.92% | +140+2.5% | Added |
| West Oak Capital, LLC | 5,842 | $5.18M | 0.96% | −855−12.8% | Reduced |
| PDS Planning, Inc | 5,852 | $5.18M | 0.46% | +85+1.5% | Added |
| Avestar Capital, LLC | 5,886 | $5.21M | 0.57% | +722+14.0% | Added |
| First Business Financial Services, Inc. | 5,894 | $5.22M | 0.52% | +356+6.4% | Added |
| Perkins Coie Trust Co | 5,914 | $5.24M | 1.16% | +156+2.7% | Added |
| Wellington Shields Capital Management, LLC | 5,925 | $5.25M | 0.91% | +238+4.2% | Added |
| Marble Harbor Investment Counsel, LLC | 5,964 | $5.28M | 0.58% | −13−0.2% | Reduced |
| Prairie Wealth Advisors, Inc. | 5,979 | $5.30M | 2.62% | −970−14.0% | Reduced |
| Valmark Advisers, Inc. | 5,980 | $5.30M | 0.08% | +244+4.3% | Added |
| Forum Private Client Group LLC | 5,995 | $5.31M | 2.36% | −510−7.8% | Reduced |
| Grove Bank & Trust | 6,029 | $5.34M | 0.79% | +125+2.1% | Added |
| Armstrong Advisory Group, Inc | 6,030 | $5.34M | 0.44% | −191−3.1% | Reduced |
| Clarius Group, LLC | 6,036 | $5.35M | 0.37% | −116−1.9% | Reduced |
| Deltec Asset Management LLC | 6,050 | $5.36M | 1.06% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 6,050 | $5.36M | 1.87% | +28+0.5% | Added |
| CWA Asset Management Group, LLC | 6,070 | $5.38M | 0.29% | +6,070 | New |