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 |
|---|---|---|---|---|---|
| Estabrook Capital Management | 6,094 | $5.40M | 0.81% | −600−9.0% | Reduced |
| S&CO Inc | 6,110 | $5.41M | 0.35% | −40−0.7% | Reduced |
| Northcape Wealth Management, LLC | 6,111 | $5.41M | 1.77% | −1,053−14.7% | Reduced |
| Premier Path Wealth Partners, LLC | 6,121 | $5.42M | 0.85% | −21−0.3% | Reduced |
| HWG Holdings LP | 6,125 | $5.43M | 1.87% | −10,334−62.8% | Reduced |
| Leavell Investment Management, Inc. | 6,130 | $5.43M | 0.27% | +124+2.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,139 | $5.44M | 1.17% | +58+1.0% | Added |
| Vision Capital Management, Inc. | 6,139 | $5.44M | 0.77% | −55−0.9% | Reduced |
| Waddell & Associates, LLC | 6,142 | $5.44M | 0.66% | −8−0.1% | Reduced |
| McKinley Carter Wealth Services, Inc. | 6,170 | $5.47M | 0.33% | +10.0% | Added |
| Nations Financial Group Inc, | 6,204 | $5.50M | 0.40% | +51+0.8% | Added |
| Commerzbank Aktiengesellschaft | 6,225 | $5.51M | 0.15% | +1,971+46.3% | Added |
| Hurlow Wealth Management Group, Inc. | 6,242 | $5.53M | 1.72% | +107+1.7% | Added |
| Cabot Wealth Management Inc | 6,248 | $5.54M | 0.69% | −186−2.9% | Reduced |
| PFC Capital Group, Inc. | 6,250 | $5.54M | 2.67% | +350+5.9% | Added |
| Lake Street Financial LLC | 6,283 | $5.57M | 0.89% | −2,004−24.2% | Reduced |
| Csenge Advisory Group | 5,974 | $5.57M | 0.29% | +408+7.3% | Added |
| Unisphere Establishment | 6,300 | $5.58M | 0.05% | +6,300 | New |
| Next Century Growth Investors LLC | 6,307 | $5.59M | 0.45% | −541−7.9% | Reduced |
| MidWestOne Financial Group, Inc. | 6,347 | $5.62M | 0.78% | −10.0% | Reduced |
| ZWJ Investment Counsel Inc | 6,379 | $5.65M | 0.23% | +4+0.1% | Added |
| Brandywine Oak Private Wealth LLC | 6,381 | $5.65M | 0.55% | −159−2.4% | Reduced |
| Parkside Financial Bank & Trust | 6,392 | $5.66M | 0.79% | +22+0.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,399 | $5.67M | 1.18% | −190−2.9% | Reduced |
| CoreCap Advisors, LLC | 6,403 | $5.67M | 0.27% | +6,403 | New |
| Investment Research & Advisory Group, Inc. | 6,424 | $5.69M | 2.42% | −11−0.2% | Reduced |
| Meritage Portfolio Management | 6,428 | $5.70M | 0.35% | 00.0% | Unchanged |
| Zimmer Partners, LP | 6,450 | $5.71M | 0.11% | −23,760−78.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 6,456 | $5.72M | 1.24% | +6,456 | New |
| Sawyer & Company, Inc | 6,465 | $5.73M | 2.12% | +27+0.4% | Added |
| StoneX Group Inc. | 6,481 | $5.74M | 0.42% | +467+7.8% | Added |
| Summit Financial, LLC | 6,484 | $5.74M | 0.23% | −1,890−22.6% | Reduced |
| Allen Investment Management LLC | 6,488 | $5.75M | 0.07% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 6,506 | $5.76M | 0.25% | −25−0.4% | Reduced |
| Investment Partners, Ltd. | 6,520 | $5.78M | 2.41% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 6,523 | $5.78M | 1.88% | +28+0.4% | Added |
| Virtu Financial LLC | 6,531 | $5.79M | 0.32% | +3,446+111.7% | Added |
| Bouvel Investment Partners, LLC | 6,538 | $5.79M | 2.18% | +37+0.6% | Added |
| Moloney Securities Asset Management, LLC | 6,540 | $5.79M | 0.78% | +1,178+22.0% | Added |
| Arkadios Wealth Advisors | 6,541 | $5.79M | 0.33% | +1,089+20.0% | Added |
| Welch Group, LLC | 6,548 | $5.80M | 0.25% | +209+3.3% | Added |
| Redhawk Wealth Advisors, Inc. | 6,555 | $5.81M | 0.83% | −146−2.2% | Reduced |
| Insigneo Advisory Services, LLC | 6,570 | $5.82M | 0.59% | −430−6.1% | Reduced |
| Principle Wealth Partners LLC | 6,577 | $5.83M | 0.41% | −36−0.5% | Reduced |
| American National Bank | 6,581 | $5.83M | 0.69% | −14−0.2% | Reduced |
| Sitrin Capital Management LLC | 6,595 | $5.84M | 2.92% | −17−0.3% | Reduced |
| BDF-Gestion | 30,196 | $5.85M | 0.96% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 6,617 | $5.86M | 1.18% | +853+14.8% | Added |
| Two Sigma Securities, LLC | 6,627 | $5.87M | 0.46% | −58,718−89.9% | Reduced |
| Jackson Wealth Management, LLC | 6,629 | $5.87M | 0.70% | +2,723+69.7% | Added |
| Rakuten Securities, Inc. | 6,648 | $5.89M | 2.56% | +3,189+92.2% | Added |
| Enterprise Bank & Trust Co | 6,675 | $5.91M | 1.91% | −283−4.1% | Reduced |
| Hodges Capital Management Inc. | 6,678 | $5.92M | 0.38% | −930−12.2% | Reduced |
| Westend Capital Management, LLC | 6,682 | $5.92M | 2.03% | −7,714−53.6% | Reduced |
| Institute for Wealth Management, LLC. | 6,698 | $5.93M | 0.75% | +161+2.5% | Added |
| Financial Advocates Investment Management | 6,710 | $5.94M | 0.34% | −291−4.2% | Reduced |
| Connable Office Inc | 6,719 | $5.95M | 0.60% | −117−1.7% | Reduced |
| Texas Yale Capital Corp. | 6,720 | $5.95M | 0.26% | −30−0.4% | Reduced |
| Compass Wealth Management LLC | 6,740 | $5.97M | 1.41% | −440−6.1% | Reduced |
| Portfolio Design Labs, LLC | 6,762 | $5.99M | 1.67% | −719−9.6% | Reduced |
| Highview Capital Management LLC | 6,763 | $5.99M | 2.44% | +181+2.7% | Added |
| Chicago Trust Co NA | 6,781 | $6.01M | 1.04% | +392+6.1% | Added |
| BOS Asset Management, LLC | 6,785 | $6.01M | 2.21% | −46−0.7% | Reduced |
| Exencial Wealth Advisors, LLC | 6,791 | $6.02M | 0.22% | −70−1.0% | Reduced |
| Philip James Wealth Mangement, LLC | 6,794 | $6.02M | 0.74% | +6,346+1,416.5% | Added |
| TRUE Private Wealth Advisors | 6,834 | $6.06M | 0.72% | −1,524−18.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,846 | $6.07M | 0.18% | +655+10.6% | Added |
| KLCM Advisors, Inc. | 6,847 | $6.07M | 0.72% | −375−5.2% | Reduced |
| Lindbrook Capital, LLC | 6,849 | $6.07M | 0.54% | +163+2.4% | Added |
| Cutter & CO Brokerage, Inc. | 6,860 | $6.08M | 1.37% | −141−2.0% | Reduced |
| Wealth Alliance | 6,874 | $6.09M | 0.73% | +138+2.0% | Added |
| Meridian Wealth Advisors, LLC | 6,892 | $6.11M | 1.02% | −8−0.1% | Reduced |
| Pacific Global Investment Management CO | 6,897 | $6.11M | 1.10% | −278−3.9% | Reduced |
| Fundamentun, LLC | 6,910 | $6.12M | 0.43% | +46+0.7% | Added |
| Independence Bank of Kentucky | 6,911 | $6.12M | 1.32% | +1,532+28.5% | Added |
| Flagship Harbor Advisors, LLC | 6,912 | $6.12M | 0.34% | −29−0.4% | Reduced |
| Aviance Capital Partners, LLC | 6,919 | $6.13M | 0.81% | +2,675+63.0% | Added |
| Green Harvest Asset Management LLC | 6,933 | $6.14M | 0.12% | +624+9.9% | Added |
| Lowe Brockenbrough & Co Inc | 6,951 | $6.16M | 0.39% | +121+1.8% | Added |
| RMB Capital Management, LLC | 6,981 | $6.18M | 0.14% | +628+9.9% | Added |
| Mather Group, LLC. | 6,987 | $6.19M | 0.08% | −272−3.7% | Reduced |
| Richwood Investment Advisors, LLC | 6,991 | $6.19M | 5.12% | −147−2.1% | Reduced |
| DCF Advisers, LLC | 7,000 | $6.20M | 3.19% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 7,002 | $6.20M | 0.24% | −320−4.4% | Reduced |
| LJI Wealth Management, LLC | 7,004 | $6.21M | 1.27% | +246+3.6% | Added |
| First Nebraska Trust Co | 7,012 | $6.21M | 0.60% | −93−1.3% | Reduced |
| Miracle Mile Advisors, LLC | 7,019 | $6.22M | 0.14% | +609+9.5% | Added |
| Wealthspire Advisors, LLC | 7,037 | $6.23M | 0.06% | +1,325+23.2% | Added |
| Pictet North America Advisors SA | 7,046 | $6.24M | 0.62% | +13+0.2% | Added |
| Royal Fund Management, LLC | 7,056 | $6.25M | 0.44% | +3,825+118.4% | Added |
| Stansberry Asset Management, LLC | 7,074 | $6.27M | 0.78% | +479+7.3% | Added |
| Fidelis Capital Partners, LLC | 6,943 | $6.27M | 0.75% | −849−10.9% | Reduced |
| Schechter Investment Advisors, LLC | 7,093 | $6.28M | 0.46% | +13+0.2% | Added |
| Beck Capital Management, LLC | 7,095 | $6.29M | 1.68% | −1,825−20.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 7,110 | $6.30M | 0.74% | −254−3.4% | Reduced |
| Old Second National Bank of Aurora | 7,114 | $6.30M | 1.52% | −90−1.2% | Reduced |
| Confluence Wealth Services, Inc. | 7,129 | $6.32M | 0.46% | +100+1.4% | Added |
| Howard Capital Management Inc. | 7,138 | $6.32M | 0.10% | +7,138 | New |
| Linden Thomas Advisory Services, LLC | 7,142 | $6.33M | 0.86% | +334+4.9% | Added |
| Verdence Capital Advisors LLC | 7,154 | $6.34M | 0.50% | +514+7.7% | Added |