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 |
|---|---|---|---|---|---|
| RIA Advisory Group LLC | 319 | $282.4K | 0.10% | +319 | New |
| New Harbor Financial Group, LLC | 320 | $283.5K | 0.08% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 320 | $283.5K | 0.01% | +320 | New |
| Campbell Wealth Management | 320 | $284.0K | 0.03% | +320 | New |
| Access Financial Services, Inc. | 321 | $284.4K | 0.13% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 322 | $285.3K | 0.16% | +322 | New |
| Avenue 1 Advisors, LLC | 323 | $286.2K | 0.11% | −13−3.9% | Reduced |
| Syntax Research, Inc. | 323 | $286.2K | 0.19% | 00.0% | Unchanged |
| TCP Asset Management, LLC | 323 | $286.2K | 0.07% | +58+21.9% | Added |
| Altus Wealth Group LLC | 324 | $287.0K | 0.12% | −269−45.4% | Reduced |
| Bell Investment Advisors, Inc | 324 | $287.0K | 0.05% | +2+0.6% | Added |
| AMJ Financial Wealth Management | 324 | $287.3K | 0.08% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 315 | $287.8K | 0.12% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 325 | $287.9K | 0.19% | −20−5.8% | Reduced |
| Twin Lakes Capital Management, LLC | 325 | $287.9K | 0.19% | 00.0% | Unchanged |
| PFS Partners, LLC | 325 | $288.1K | 0.17% | −50−13.3% | Reduced |
| Goepper Burkhardt LLC | 326 | $288.8K | 0.12% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 326 | $288.8K | 0.22% | +16+5.2% | Added |
| Nelson Capital Management, LLC | 326 | $288.8K | 0.05% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 350 | $289.3K | 0.18% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 327 | $289.7K | 0.10% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 328 | $290.6K | 0.21% | −20−5.7% | Reduced |
| White Pine Capital LLC | 330 | $292.4K | 0.10% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 331 | $293.2K | 0.08% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 332 | $293.9K | 0.12% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 332 | $294.4K | 0.09% | +2+0.6% | Added |
| Cornerstone Wealth Advisors, Inc. | 333 | $295.0K | 0.08% | −19−5.4% | Reduced |
| M. Kulyk & Associates, LLC | 333 | $295.0K | 0.06% | +2+0.6% | Added |
| One Wealth Advisors, LLC | 334 | $295.9K | 0.05% | +1+0.3% | Added |
| TruNorth Capital Management, LLC | 335 | $296.8K | 0.09% | +11+3.4% | Added |
| AllSquare Wealth Management LLC | 336 | $297.7K | 0.17% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 336 | $298.1K | 0.18% | +336 | New |
| Vista Investment Management | 338 | $299.4K | 0.11% | −3−0.9% | Reduced |
| Horizons Wealth Management | 338 | $299.4K | 0.23% | 00.0% | Unchanged |
| Camarda Financial Advisors, LLC | 339 | $300.3K | 0.11% | +4+1.2% | Added |
| James Hambro & Partners | 340 | $301.0K | 0.01% | +12+3.7% | Added |
| FSA Wealth Management LLC | 340 | $301.2K | 0.12% | +340 | New |
| Hoey Investments, Inc | 333 | $301.5K | 0.06% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 340 | $301.6K | 0.10% | −17−4.8% | Reduced |
| Capstone Capital Wealth Advisors | 341 | $302.1K | 0.25% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 342 | $303.0K | 0.07% | 00.0% | Unchanged |
| Gerber, LLC | 342 | $303.0K | 0.22% | 00.0% | Unchanged |
| RFG Holdings, Inc. | 343 | $303.9K | 0.11% | +19+5.9% | Added |
| KFA Private Wealth Group, LLC | 344 | $304.8K | 0.15% | −1−0.3% | Reduced |
| Flynn Zito Capital Management, LLC | 344 | $305.2K | 0.15% | +6+1.8% | Added |
| Yarger Wealth Strategies, LLC | 346 | $306.2K | 0.17% | +14+4.2% | Added |
| Retirement Planning Group | 346 | $306.4K | 0.02% | +346 | New |
| Cannon Financial Strategists, Inc. | 348 | $308.5K | 0.05% | 00.0% | Unchanged |
| Lincoln Capital Corp | 349 | $309.2K | 0.13% | +10+2.9% | Added |
| Stordahl Capital Management, Inc. | 350 | $309.7K | 0.07% | 00.0% | Unchanged |
| FMA Wealth Management, LLC | 350 | $310.1K | 0.23% | −15−4.1% | Reduced |
| TFC Financial Management | 350 | $310.1K | 0.05% | +101+40.6% | Added |
| tru Independence LLC | 350 | $310.4K | 0.09% | +28+8.7% | Added |
| Golden Road Advisors LLC | 351 | $311.0K | 0.24% | −1−0.3% | Reduced |
| Schrum Private Wealth Management LLC | 352 | $311.9K | 0.16% | +352 | New |
| Crew Capital Management, Ltd. | 353 | $312.7K | 0.25% | −7,744−95.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 353 | $312.7K | 0.10% | −660−65.2% | Reduced |
| Disciplined Investments, LLC | 353 | $312.7K | 0.15% | −10−2.8% | Reduced |
| Sax Wealth Advisors, LLC | 355 | $314.5K | 0.03% | −6−1.7% | Reduced |
| Lanham O'Dell & Company, Inc. | 355 | $314.5K | 0.18% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 355 | $314.5K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 355 | $314.6K | 0.01% | +8+2.3% | Added |
| Wallace Advisory Group, LLC | 348 | $315.1K | 0.23% | −7−2.0% | Reduced |
| Winton Group Ltd | 356 | $315.4K | 0.02% | −3,045−89.5% | Reduced |
| VanderPol Investments L.L.C. | 356 | $315.4K | 0.70% | +13+3.8% | Added |
| Commons Capital, LLC | 358 | $317.2K | 0.35% | +68+23.4% | Added |
| Level Financial Advisors, Inc. | 358 | $317.4K | 0.12% | −20−5.3% | Reduced |
| Tucker Asset Management LLC | 359 | $318.1K | 0.07% | −131−26.7% | Reduced |
| HFG Advisors, Inc. | 359 | $318.1K | 0.28% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 359 | $318.1K | 0.25% | +60+20.1% | Added |
| Cornerstone Management, Inc. | 359 | $318.4K | 0.07% | −10−2.7% | Reduced |
| MBB Public Markets I LLC | 360 | $318.9K | 0.03% | −57,105−99.4% | Reduced |
| Blue Square Asset Management, LLC | 360 | $318.9K | 0.17% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 360 | $318.9K | 0.22% | +360 | New |
| Lakeshore Financial Planning, Inc. | 360 | $318.9K | 0.14% | +360 | New |
| Halpern Financial, Inc. | 358 | $319.0K | 0.08% | +8+2.3% | Added |
| MAS Advisors LLC | 361 | $319.8K | 0.68% | −15−4.0% | Reduced |
| Meredith Wealth Planning | 363 | $321.5K | 0.15% | −8−2.2% | Reduced |
| Financial Perspectives, Inc | 363 | $321.6K | 0.11% | +7+2.0% | Added |
| Clarity Wealth Advisors, LLC | 363 | $321.8K | 0.09% | +122+50.6% | Added |
| REDW Wealth LLC | 363 | $321.9K | 0.08% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 402 | $324.1K | 0.12% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 358 | $324.1K | 0.09% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 366 | $324.3K | 0.12% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 366 | $324.3K | 0.14% | +5+1.4% | Added |
| Values Added Financial LLC | 366 | $324.3K | 0.20% | +17+4.9% | Added |
| Rappaport Reiches Capital Management, LLC | 366 | $324.5K | 0.09% | +91+33.1% | Added |
| Burkett Financial Services, LLC | 368 | $325.8K | 0.13% | +1+0.3% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 368 | $326.0K | 0.07% | −11−2.9% | Reduced |
| WestHill Financial Advisors, Inc. | 369 | $326.9K | 0.07% | −20−5.1% | Reduced |
| West Bancorporation Inc | 369 | $326.9K | 0.22% | 00.0% | Unchanged |
| Chris Bulman Inc | 369 | $327.1K | 0.22% | +98+36.2% | Added |
| Am Investment Strategies LLC | 371 | $328.0K | 0.08% | +31+9.1% | Added |
| Valued Retirements, Inc. | 371 | $328.3K | 0.45% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 368 | $328.8K | 0.08% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 371 | $329.0K | 0.13% | +371 | New |
| Jessup Wealth Management, Inc | 373 | $330.5K | 0.15% | −17−4.4% | Reduced |
| Guerra Pan Advisors, LLC | 374 | $331.3K | 0.27% | +9+2.5% | Added |
| Legacy Wealth Management, Inc | 374 | $331.6K | 0.02% | +374 | New |
| Kooman & Associates | 375 | $332.2K | 0.12% | −11−2.8% | Reduced |