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 $942.8B 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 | 4,644 | $942.8B |
| 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 |
|---|---|---|---|---|---|
| Glaxis Capital Management, LLC | 500 | $443.0K | 1.73% | +500 | New |
| Polymer Capital Management (HK) LTD | 500 | $443.0K | 0.10% | +500 | New |
| Martin Capital Partners, LLC | 500 | $443.0K | 0.22% | 00.0% | Unchanged |
| Hardy Reed LLC | 501 | $443.9K | 0.04% | +501 | New |
| FDx Advisors, Inc. | 502 | $445.0K | 0.12% | −18−3.5% | Reduced |
| AIMZ Investment Advisors, LLC | 503 | $445.6K | 0.15% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 503 | $445.6K | 0.06% | +9+1.8% | Added |
| STAR Financial Bank | 504 | $446.5K | 0.30% | +17+3.5% | Added |
| Thrive Capital Management, LLC | 504 | $446.9K | 0.21% | +15+3.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 504 | $447.0K | 0.18% | +504 | New |
| Shay Capital LLC | 505 | $447.4K | 0.13% | +505 | New |
| Werba Rubin Papier Wealth Management | 508 | $450.1K | 0.11% | +113+28.6% | Added |
| Xcel Wealth Management, LLC | 509 | $450.9K | 0.13% | −46−8.3% | Reduced |
| Drucker Wealth 3.0, LLC | 509 | $451.0K | 0.11% | +26+5.4% | Added |
| Atwood & Palmer Inc | 512 | $453.6K | 0.03% | +3+0.6% | Added |
| First National Bank | 513 | $454.5K | 0.32% | −8−1.5% | Reduced |
| Montis Financial, LLC | 513 | $454.7K | 0.16% | +40+8.5% | Added |
| Lazari Capital Management, Inc. | 515 | $456.3K | 0.20% | +38+8.0% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 515 | $456.5K | 0.33% | +515 | New |
| McCollum Christoferson Group LLC | 516 | $457.1K | 0.13% | 00.0% | Unchanged |
| SMART Wealth LLC | 516 | $457.1K | 0.18% | +516 | New |
| Coston, McIsaac & Partners | 517 | $458.0K | 0.13% | +1+0.2% | Added |
| Echo45 Advisors LLC | 521 | $458.0K | 0.30% | −48−8.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 517 | $458.3K | 0.02% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 519 | $459.0K | 0.23% | +1+0.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 519 | $459.8K | 0.21% | 00.0% | Unchanged |
| Sentinus, LLC | 519 | $460.1K | 0.17% | +77+17.4% | Added |
| Southeast Asset Advisors Inc. | 520 | $460.5K | 0.05% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 520 | $460.7K | 0.18% | +520 | New |
| Garner Asset Management Corp | 520 | $461.0K | 0.21% | −20−3.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 522 | $462.5K | 0.09% | +31+6.3% | Added |
| Barnes Pettey Financial Advisors, LLC | 526 | $466.0K | 0.37% | −2−0.4% | Reduced |
| ICW Investment Advisors LLC | 526 | $466.6K | 0.19% | +43+8.9% | Added |
| Buckley Wealth Management, LLC | 527 | $466.9K | 0.14% | +37+7.6% | Added |
| Novare Capital Management LLC | 527 | $466.9K | 0.04% | +225+74.5% | Added |
| Arvest Bank Trust Division | 529 | $468.7K | 0.03% | +529 | New |
| Royal Harbor Partners, LLC | 530 | $469.5K | 0.18% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 530 | $469.5K | 0.17% | +42+8.6% | Added |
| Marks Group Wealth Management, Inc | 531 | $470.1K | 0.04% | −21−3.8% | Reduced |
| SPC Financial, Inc. | 532 | $471.3K | 0.04% | +26+5.1% | Added |
| First PREMIER Bank | 533 | $472.0K | 0.12% | −28−5.0% | Reduced |
| FFT Wealth Management LLC | 533 | $472.1K | 0.04% | +310+139.0% | Added |
| Viawealth, LLC | 534 | $472.9K | 0.28% | +41+8.3% | Added |
| Keener Financial Planning LLC | 534 | $473.0K | 0.31% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 534 | $473.1K | 0.12% | 00.0% | Unchanged |
| Operose Advisors LLC | 534 | $473.1K | 0.15% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 535 | $474.0K | 0.25% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 536 | $474.6K | 0.12% | +223+71.2% | Added |
| Strategic Financial Concepts, LLC | 536 | $474.7K | 0.15% | −414,611−99.9% | Reduced |
| Iams Wealth Management, LLC | 536 | $474.9K | 0.23% | +96+21.8% | Added |
| City Center Advisors, LLC | 536 | $474.9K | 0.53% | +1+0.2% | Added |
| Balanced Wealth Group LLC | 536 | $475.3K | 0.21% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 537 | $475.8K | 0.42% | −10−1.8% | Reduced |
| Davidson Trust Co | 538 | $476.6K | 0.24% | +538 | New |
| Compton Financial Group, LLC | 539 | $477.5K | 0.14% | −55−9.3% | Reduced |
| Old Mission Investment Co LLC | 542 | $480.2K | 0.15% | +25+4.8% | Added |
| Bank of Nova Scotia Trust Co | 542 | $480.2K | 0.05% | +192+54.9% | Added |
| W Advisors, LLC | 542 | $480.2K | 0.30% | −3−0.6% | Reduced |
| Manchester Financial Inc | 542 | $480.4K | 0.10% | +21+4.0% | Added |
| Private Wealth Advisors | 544 | $480.8K | 0.20% | −9−1.6% | Reduced |
| Covestor Ltd | 542 | $481.0K | 0.30% | −82−13.1% | Reduced |
| jvl associates llc | 543 | $481.1K | 0.19% | −41−7.0% | Reduced |
| Bennett Selby Investments LP | 543 | $481.1K | 0.20% | +31+6.1% | Added |
| Coastal Bridge Advisors, LLC | 544 | $482.0K | 0.12% | −322−37.2% | Reduced |
| Foguth Wealth Management, LLC. | 528 | $482.1K | 0.18% | −54−9.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 545 | $482.5K | 0.10% | −83−13.2% | Reduced |
| Core Wealth Partners LLC | 545 | $482.8K | 0.29% | +208+61.7% | Added |
| Summitry LLC | 546 | $483.7K | 0.02% | +255+87.6% | Added |
| KFG Wealth Management, LLC | 546 | $483.9K | 0.11% | −12−2.2% | Reduced |
| Pring Turner Capital Group Inc | 547 | $484.6K | 0.31% | −51−8.5% | Reduced |
| First Bank & Trust | 547 | $484.6K | 0.09% | +1+0.2% | Added |
| Warwick Investment Management, Inc. | 547 | $484.6K | 0.11% | +8+1.5% | Added |
| Braun-Bostich & Associates Inc. | 548 | $485.5K | 0.34% | −6−1.1% | Reduced |
| Spreng Capital Management, Inc. | 549 | $486.4K | 0.23% | −130−19.1% | Reduced |
| Baron Wealth Management LLC | 550 | $486.9K | 0.23% | +133+31.9% | Added |
| Laffer Tengler Investments | 550 | $487.3K | 0.10% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 550 | $487.3K | 0.04% | +143+35.1% | Added |
| Dupree Financial Group, LLC | 551 | $488.2K | 0.20% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 553 | $489.0K | 0.26% | +3+0.5% | Added |
| Frazier Financial Advisors, LLC | 553 | $489.6K | 0.38% | +34+6.6% | Added |
| Francis Financial, Inc. | 555 | $492.0K | 0.13% | +26+4.9% | Added |
| Planning Alternatives Ltd | 559 | $495.2K | 0.08% | +16+2.9% | Added |
| High Falls Advisors, Inc | 560 | $495.9K | 0.11% | +34+6.5% | Added |
| Planning Center, Inc. | 560 | $496.1K | 0.06% | 00.0% | Unchanged |
| Fulcrum Equity Management | 562 | $497.9K | 0.42% | +157+38.8% | Added |
| Emerald Mutual Fund Advisers Trust | 562 | $497.9K | 0.03% | +244+76.7% | Added |
| Wiser Wealth Management, Inc | 563 | $498.8K | 0.14% | +563 | New |
| Madison Park Capital Advisors, LLC | 563 | $499.2K | 0.37% | +3+0.5% | Added |
| Truvestments Capital LLC | 565 | $500.5K | 0.13% | +150+36.1% | Added |
| Vanguard Capital Wealth Advisors | 565 | $500.6K | 0.53% | 00.0% | Unchanged |
| Family Management Corp | 566 | $501.4K | 0.08% | −3,427−85.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 566 | $501.4K | 0.07% | −1−0.2% | Reduced |
| GR Financial Group, LLC | 567 | $502.0K | 0.09% | +1+0.2% | Added |
| BetterWealth, LLC | 568 | $503.1K | 0.15% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 568 | $503.2K | 0.08% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 570 | $505.0K | 0.23% | 00.0% | Unchanged |
| Cypress Capital, LLC | 571 | $505.9K | 0.13% | +17+3.1% | Added |
| San Luis Wealth Advisors LLC | 571 | $506.0K | 0.10% | +50+9.6% | Added |
| Clear Harbor Asset Management, LLC | 573 | $507.6K | 0.04% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 574 | $508.5K | 0.03% | +221+62.6% | Added |