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 |
|---|---|---|---|---|---|
| Strategic Financial Services, Inc, | 575 | $509.4K | 0.03% | 00.0% | Unchanged |
| Corton Capital Inc. | 575 | $509.4K | 0.25% | +340+144.7% | Added |
| Ruggaard & Associates LLC | 576 | $510.3K | 0.22% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 580 | $513.6K | 0.19% | +580 | New |
| Marion Wealth Management | 580 | $514.0K | 0.14% | −444−43.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 580 | $514.0K | 0.15% | −110−15.9% | Reduced |
| Cheviot Value Management, LLC | 581 | $514.7K | 0.10% | +2+0.3% | Added |
| BluePath Capital Management, LLC | 581 | $514.9K | 0.32% | +2+0.3% | Added |
| Elmwood Wealth Management, Inc. | 585 | $518.3K | 0.21% | +585 | New |
| Aquire Wealth Advisors, LLC | 585 | $518.3K | 0.16% | +585 | New |
| Global Wealth Strategies & Associates | 586 | $519.2K | 0.17% | −41−6.5% | Reduced |
| Scissortail Wealth Management, LLC | 5 | $520.9K | 0.13% | −502−99.0% | Reduced |
| Octavia Wealth Advisors, LLC | 588 | $521.0K | 0.06% | −115−16.4% | Reduced |
| GSB Wealth Management, LLC | 590 | $522.3K | 0.13% | +1+0.2% | Added |
| Paladin Advisory Group, LLC | 590 | $522.7K | 0.39% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 591 | $523.6K | 0.38% | 00.0% | Unchanged |
| Parkwoods Wealth Partners, LLC | 591 | $523.6K | 0.43% | +591 | New |
| Prestige Wealth Management Group LLC | 594 | $526.2K | 0.11% | +55+10.2% | Added |
| Rebalance, LLC | 595 | $527.1K | 0.04% | −76−11.3% | Reduced |
| Fairhaven Wealth Management, LLC | 595 | $527.1K | 0.16% | +103+20.9% | Added |
| Red Wave Investments LLC | 597 | $528.9K | 0.18% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 597 | $528.9K | 0.30% | +41+7.4% | Added |
| Joseph P. Lucia & Associates, LLC | 599 | $530.8K | 0.24% | +268+81.0% | Added |
| Inspirion Wealth Advisors, LLC | 599 | $531.0K | 0.07% | +71+13.4% | Added |
| General Partner, Inc. | 600 | $531.6K | 0.33% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 600 | $531.6K | 0.15% | +100+20.0% | Added |
| United Advisor Group, LLC | 600 | $531.7K | 0.12% | +600 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 601 | $532.0K | 0.20% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 601 | $532.5K | 0.25% | 00.0% | Unchanged |
| TPG Advisors LLC | 601 | $532.5K | 0.42% | 00.0% | Unchanged |
| Financial Freedom, LLC | 601 | $532.5K | 0.28% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 602 | $533.3K | 0.07% | +524+671.8% | Added |
| Resurgent Financial Advisors LLC | 602 | $533.4K | 0.31% | +8+1.3% | Added |
| Emprise Bank | 604 | $535.1K | 0.31% | −456−43.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 605 | $536.0K | 0.09% | +31+5.4% | Added |
| Wharton Business Group, LLC | 605 | $536.0K | 0.02% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 606 | $537.1K | 0.05% | +82+15.6% | Added |
| Mayport, LLC | 609 | $539.5K | 0.17% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 609 | $539.5K | 0.05% | +5+0.8% | Added |
| Carmel Capital Partners, LLC | 609 | $539.7K | 0.21% | −4−0.7% | Reduced |
| M3 Advisory Group, LLC | 610 | $540.3K | 0.40% | −92−13.1% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 610 | $540.4K | 0.14% | +16+2.7% | Added |
| McDonough Capital Management, Inc | 611 | $541.3K | 0.37% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 613 | $543.1K | 0.16% | −2−0.3% | Reduced |
| Abacus Wealth Partners, LLC | 615 | $544.9K | 0.08% | +65+11.8% | Added |
| Howard Capital Management Group, LLC | 618 | $547.5K | 0.04% | −38−5.8% | Reduced |
| Tillman Hartley LLC | 618 | $547.5K | 0.16% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 618 | $547.8K | 0.21% | +4+0.7% | Added |
| Willner & Heller, LLC | 618 | $547.9K | 0.49% | +10+1.6% | Added |
| Silver Oak Advisory Group, Inc. | 620 | $549.0K | 0.28% | −27−4.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 620 | $549.0K | 0.12% | −20−3.1% | Reduced |
| Trust Co of the South | 620 | $549.3K | 0.12% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 620 | $549.3K | 0.06% | −5−0.8% | Reduced |
| Gibraltar Capital Management, Inc. | 621 | $550.2K | 0.25% | +621 | New |
| Significant Wealth Partners LLC | 621 | $550.3K | 0.28% | +62+11.1% | Added |
| KilterHowling LLC | 622 | $551.4K | 0.35% | 00.0% | Unchanged |
| Gould Asset Management LLC | 624 | $552.8K | 0.12% | −39−5.9% | Reduced |
| Crescent Sterling, Ltd. | 625 | $553.7K | 0.53% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 626 | $554.6K | 0.69% | +626 | New |
| Auxier Asset Management | 627 | $555.5K | 0.08% | −42−6.3% | Reduced |
| SilverOak Wealth Management LLC | 627 | $555.5K | 0.12% | +233+59.1% | Added |
| Peninsula Wealth, LLC | 606 | $555.6K | 0.10% | +21+3.6% | Added |
| Ergawealth Advisors, Inc. | 629 | $557.3K | 0.28% | −2−0.3% | Reduced |
| New Jersey Better Educational Savings Trust | 629 | $557.3K | 1.05% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 621 | $558.0K | 0.25% | +106+20.6% | Added |
| Voisard Asset Management Group, Inc. | 630 | $558.0K | 0.23% | −36−5.4% | Reduced |
| JFS Wealth Advisors, LLC | 631 | $559.2K | 0.04% | +5+0.8% | Added |
| Triune Financial Partners, LLC | 633 | $560.6K | 0.18% | 00.0% | Unchanged |
| Valence8 US LP | 633 | $560.8K | 0.24% | +633 | New |
| Reston Wealth Management LLC | 634 | $561.5K | 0.20% | +1+0.2% | Added |
| Weaver Consulting Group | 635 | $562.6K | 0.18% | +44+7.4% | Added |
| Lockerman Financial Group, Inc. | 636 | $563.3K | 0.95% | +22+3.6% | Added |
| Riverview Trust Co | 636 | $563.5K | 0.49% | +4+0.6% | Added |
| AlphaMark Advisors, LLC | 638 | $565.0K | 0.20% | −160−20.1% | Reduced |
| Altiora Financial Group, LLC | 638 | $565.2K | 0.12% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 638 | $565.8K | 0.27% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 640 | $567.0K | 0.19% | −6−0.9% | Reduced |
| National Philanthropic Trust | 642 | $568.8K | 0.01% | −93−12.7% | Reduced |
| Ambassador Advisors, LLC | 643 | $569.7K | 0.10% | +31+5.1% | Added |
| Dunhill Financial, LLC | 643 | $569.9K | 0.29% | +84+15.0% | Added |
| Moody Aldrich Partners LLC | 645 | $571.4K | 0.10% | −97−13.1% | Reduced |
| Pinnacle Family Advisors, LLC | 646 | $572.1K | 0.30% | +646 | New |
| Goldstein Advisors, LLC | 646 | $572.3K | 0.09% | +16+2.5% | Added |
| GFS Advisors, LLC | 647 | $573.0K | 0.12% | +397+158.8% | Added |
| Sentinel Pension Advisors Inc | 647 | $573.2K | 0.11% | +82+14.5% | Added |
| Center For Asset Management LLC | 648 | $574.0K | 0.34% | +1+0.2% | Added |
| Apexium Financial, LP | 648 | $574.1K | 0.04% | +46+7.6% | Added |
| waypoint wealth counsel | 648 | $574.1K | 0.39% | +107+19.8% | Added |
| Lansing Street Advisors | 648 | $574.5K | 0.21% | +21+3.3% | Added |
| Private Management Group Inc | 649 | $575.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 650 | $575.8K | 0.11% | +92+16.5% | Added |
| Montgomery Investment Management Inc | 650 | $575.9K | 0.21% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 650 | $575.9K | 0.22% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 650 | $575.9K | 0.25% | 00.0% | Unchanged |
| IMZ Advisory Inc | 649 | $576.2K | 0.27% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 651 | $576.7K | 0.12% | +185+39.7% | Added |
| Fountainhead AM, LLC | 651 | $576.8K | 0.12% | −40−5.8% | Reduced |
| Lakeside Advisors, INC. | 652 | $577.6K | 0.36% | −25−3.7% | Reduced |
| Rise Advisors, LLC | 653 | $578.3K | 0.28% | −50−7.1% | Reduced |
| Howard Wealth Management, LLC | 653 | $578.4K | 0.34% | +4+0.6% | Added |