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; 4,643 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
- 3,667
- +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
- 1,389 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 | 4,643 | $942.7B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $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 |
|---|---|---|---|---|---|
| Cedar Wealth Management, LLC | 259 | $229.5K | 0.07% | −175−40.3% | Reduced |
| Ade, LLC | 259 | $229.5K | 0.14% | 00.0% | Unchanged |
| 25 LLC | 259 | $229.5K | 0.10% | +8+3.2% | Added |
| BKM Wealth Management, LLC | 259 | $229.5K | 0.09% | +259 | New |
| Compass Capital Management, Inc | 260 | $230.3K | 0.01% | 00.0% | Unchanged |
| FreeGulliver LLC | 260 | $230.3K | 0.14% | +260 | New |
| Lafayette Investments, Inc. | 260 | $230.3K | 0.05% | −25−8.8% | Reduced |
| Total Investment Management Inc | 261 | $231.2K | 0.03% | +24+10.1% | Added |
| Financial Partners Group, LLC | 262 | $231.9K | 0.09% | −28−9.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 262 | $232.1K | 0.04% | +262 | New |
| Ellenbecker Investment Group | 262 | $232.5K | 0.04% | −170−39.4% | Reduced |
| Acima Private Wealth, LLC | 263 | $233.0K | 0.08% | −94−26.3% | Reduced |
| Goodwin Investment Advisory | 263 | $233.0K | 0.10% | +13+5.2% | Added |
| Paragon Capital Management LLC | 263 | $233.0K | 0.12% | +263 | New |
| SK Wealth Management, LLC | 298 | $233.5K | 0.12% | +298 | New |
| DDFG, Inc | 264 | $233.9K | 0.07% | 00.0% | Unchanged |
| MWA Asset Management | 265 | $234.8K | 0.16% | −1−0.4% | Reduced |
| Power Wealth Management LLC | 266 | $235.7K | 0.10% | +25+10.4% | Added |
| Sage Investment Advisers LLC | 266 | $235.9K | 0.25% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 267 | $236.5K | 0.07% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 268 | $236.6K | 0.04% | −52−16.3% | Reduced |
| Mainstream Capital Management LLC | 269 | $238.3K | 0.20% | +269 | New |
| Mason Investment Advisory Services, Inc. | 269 | $238.7K | 0.01% | −16−5.6% | Reduced |
| Alesco Advisors LLC | 270 | $239.2K | 0.01% | +2+0.7% | Added |
| Sunesis Advisors, LLC | 271 | $240.1K | 0.14% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 272 | $240.8K | 0.08% | +37+15.7% | Added |
| WD Rutherford LLC | 274 | $242.7K | 0.12% | +40+17.1% | Added |
| Blue Zone Wealth Advisors, LLC | 274 | $242.7K | 0.08% | +274 | New |
| National Wealth Management Group, LLC | 274 | $243.0K | 0.16% | −775−73.9% | Reduced |
| Carrera Capital Advisors | 275 | $243.9K | 0.06% | +275 | New |
| Absolute Capital Management, LLC | 276 | $244.5K | 0.15% | −5−1.8% | Reduced |
| NDVR, Inc. | 279 | $244.9K | 0.25% | −24−7.9% | Reduced |
| Citizens & Northern Corp | 278 | $246.3K | 0.07% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 278 | $246.3K | 0.14% | +278 | New |
| ACT Advisors, LLC. | 278 | $246.4K | 0.12% | +14+5.3% | Added |
| Dodds Wealth, LLC | 271 | $246.8K | 0.08% | 00.0% | Unchanged |
| IMS Capital Management | 279 | $247.2K | 0.11% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 270 | $247.4K | 0.24% | −1−0.4% | Reduced |
| Kraft, Davis & Associates, LLC | 293 | $247.6K | 0.07% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 280 | $248.0K | 0.07% | 00.0% | Unchanged |
| Objectivity Squared, LLC | 276 | $248.0K | 0.17% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 280 | $248.1K | 0.07% | −31−10.0% | Reduced |
| Madrona Financial Services, LLC | 282 | $249.8K | 0.07% | +31+12.4% | Added |
| BCK Partners, Inc. | 284 | $251.6K | 0.12% | 00.0% | Unchanged |
| XR Securities LLC | 285 | $252.5K | 1.64% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 285 | $252.5K | 0.03% | 00.0% | Unchanged |
| NDWM LLC | 286 | $253.4K | 0.21% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 287 | $254.3K | 0.18% | −1,084−79.1% | Reduced |
| Horizon Bancorp Inc | 288 | $255.0K | 0.12% | −4−1.4% | Reduced |
| Mandatum Life Insurance Co Ltd | 288 | $255.2K | 0.08% | 00.0% | Unchanged |
| Sepio Capital, LP | 288 | $255.2K | 0.02% | +288 | New |
| Rockbridge Investment Management, LCC | 289 | $255.9K | 0.03% | 00.0% | Unchanged |
| Capital Counsel LLC | 292 | $258.7K | 0.01% | +7+2.5% | Added |
| Security National Bank | 293 | $259.6K | 0.04% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 293 | $259.6K | 0.37% | +293 | New |
| Goldstone Financial Group, LLC | 293 | $259.8K | 0.05% | −158−35.0% | Reduced |
| Coppell Advisory Solutions LLC | 296 | $259.8K | 0.04% | −26,480−98.9% | Reduced |
| Beirne Wealth Consulting Services, LLC | 294 | $260.5K | 0.09% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 295 | $261.4K | 0.19% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 295 | $261.4K | 0.05% | +8+2.8% | Added |
| Custom Index Systems, LLC | 296 | $262.2K | 0.14% | +43+17.0% | Added |
| Pflug Koory, LLC | 296 | $262.2K | 0.13% | +296 | New |
| Summit Wealth & Retirement Planning, Inc. | 296 | $262.2K | 0.08% | +296 | New |
| RE Dickinson Investment Advisors, LLC | 296 | $262.2K | 0.15% | +1+0.3% | Added |
| Noesis Capital Mangement Corp | 297 | $263.1K | 0.05% | −10−3.3% | Reduced |
| Investment Advisory Services Inc | 298 | $264.4K | 0.09% | +11+3.8% | Added |
| Tennessee Valley Asset Management Partners | 300 | $265.4K | 0.04% | −73−19.6% | Reduced |
| Legend Financial Advisors, Inc. | 300 | $265.8K | 0.18% | −50−14.3% | Reduced |
| All Terrain Financial Advisors, LLC | 300 | $265.8K | 0.10% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 300 | $265.8K | 0.17% | 00.0% | Unchanged |
| Knott David M Jr | 300 | $266.0K | 0.11% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 287 | $266.4K | 0.26% | −49−14.6% | Reduced |
| America First Investment Advisors, LLC | 301 | $266.7K | 0.06% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 301 | $266.7K | 0.21% | +16+5.6% | Added |
| First Personal Financial Services | 301 | $266.7K | 0.06% | +60+24.9% | Added |
| Centennial Wealth Advisory LLC | 301 | $266.7K | 0.10% | +301 | New |
| Matrix Asset Advisors Inc | 302 | $267.6K | 0.03% | +5+1.7% | Added |
| Front Row Advisors LLC | 303 | $268.7K | 0.10% | −963−76.1% | Reduced |
| LifePlan Investment Advisors, Inc. | 304 | $269.5K | 0.17% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 305 | $270.0K | 0.19% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 305 | $270.2K | 0.03% | +14+4.8% | Added |
| Rockingstone Advisors LLC | 305 | $270.2K | 0.13% | +60+24.5% | Added |
| Auour Investments LLC | 300 | $271.1K | 0.10% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 306 | $271.1K | 0.21% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 306 | $271.1K | 0.08% | +80+35.4% | Added |
| Orin Green Financial, LLC | 306 | $271.1K | 0.12% | +306 | New |
| Advance Capital Management, Inc. | 306 | $271.1K | 0.01% | 00.0% | Unchanged |
| Balanced Rock Investment Advisor | 308 | $272.9K | 0.21% | −26−7.8% | Reduced |
| Arrien Investments, Inc. | 311 | $275.5K | 0.20% | −27−8.0% | Reduced |
| Cohen Capital Management, Inc. | 311 | $275.5K | 0.04% | +311 | New |
| Sterneck Capital Management, LLC | 312 | $276.4K | 0.15% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 312 | $276.4K | 0.09% | +312 | New |
| Fiducient Advisors LLC | 313 | $277.3K | 0.03% | −470−60.0% | Reduced |
| Trillium Asset Management, LLC | 314 | $278.0K | 0.01% | −21−6.3% | Reduced |
| Evolution Wealth Advisors, LLC | 315 | $278.0K | 0.05% | −2−0.6% | Reduced |
| Lutz Financial Services LLC | 315 | $279.1K | 0.02% | −53−14.4% | Reduced |
| Columbus Macro, LLC | 300 | $279.6K | 0.10% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 316 | $280.0K | 0.04% | +3+1.0% | Added |
| Conrad Siegel Investment Advisors, Inc. | 318 | $281.7K | 0.08% | −1−0.3% | Reduced |
| ERTS Wealth Advisors, LLC | 318 | $281.7K | 0.05% | 00.0% | Unchanged |