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 |
|---|---|---|---|---|---|
| Tandem Wealth Advisors LLC | 653 | $578.5K | 0.29% | −40−5.8% | Reduced |
| Nicollet Investment Management, Inc. | 653 | $579.0K | 0.20% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 654 | $579.4K | 0.12% | +34+5.5% | Added |
| MBE Wealth Management, LLC | 657 | $582.1K | 0.32% | +56+9.3% | Added |
| Emerald Advisors, LLC | 635 | $582.9K | 0.08% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 658 | $583.0K | 0.19% | +35+5.6% | Added |
| TCFG Wealth Management, LLC | 660 | $584.7K | 0.29% | +660 | New |
| Claris Advisors, LLC | 665 | $589.1K | 0.26% | +665 | New |
| Meridian Wealth Partners, LLC | 666 | $589.7K | 0.09% | −11−1.6% | Reduced |
| Somerset Trust Co | 666 | $590.0K | 0.22% | −4−0.6% | Reduced |
| Readystate Asset Management LP | 671 | $594.5K | 0.03% | +671 | New |
| Demars Financial Group, LLC | 672 | $595.4K | 0.27% | +3+0.4% | Added |
| Rosenberg Matthew Hamilton | 674 | $597.1K | 0.16% | +20+3.1% | Added |
| Strategic Investment Solutions, Inc. | 676 | $598.7K | 0.18% | +52+8.3% | Added |
| OmniStar Financial Group, Inc. | 678 | $601.8K | 0.45% | +412+154.9% | Added |
| Shoker Investment Counsel, Inc. | 679 | $601.8K | 0.20% | +13+2.0% | Added |
| Karpus Management, Inc. | 680 | $602.4K | 0.02% | 00.0% | Unchanged |
| TL Private Wealth | 671 | $603.0K | 0.27% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 682 | $604.1K | 0.44% | −40−5.5% | Reduced |
| Taylor Hoffman Capital Management LLC | 729 | $604.9K | 0.23% | +729 | New |
| Walker Asset Management, LLC | 683 | $605.0K | 0.38% | +29+4.4% | Added |
| Powell Investment Advisors, LLC | 683 | $605.1K | 0.28% | +20+3.0% | Added |
| Sovereign Financial Group, Inc. | 683 | $605.1K | 0.14% | +25+3.8% | Added |
| Gsa Capital Partners LLP | 684 | $606.0K | 0.05% | +684 | New |
| St. Louis Trust Co | 687 | $608.6K | 0.09% | −305−30.7% | Reduced |
| Acorn Wealth Advisors, LLC | 689 | $610.4K | 0.26% | +117+20.5% | Added |
| Index Fund Advisors, Inc. | 690 | $611.0K | 0.03% | −27−3.8% | Reduced |
| Advantage Trust Co | 690 | $611.3K | 0.42% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 690 | $611.7K | 0.18% | −513−42.6% | Reduced |
| Gateway Wealth Partners, LLC | 691 | $612.5K | 0.17% | −108−13.5% | Reduced |
| Eaton-Cambridge Inc. | 692 | $613.1K | 0.29% | −13−1.8% | Reduced |
| Fox Run Management, L.L.C. | 692 | $613.1K | 0.14% | +692 | New |
| Kaye Capital Management | 694 | $614.5K | 0.25% | +1+0.1% | Added |
| One + One Wealth Management, LLC | 694 | $614.8K | 0.36% | −206−22.9% | Reduced |
| Quantum Private Wealth, LLC | 696 | $617.1K | 0.21% | +150+27.5% | Added |
| Brandywine Managers, LLC | 697 | $617.5K | 0.66% | +109+18.5% | Added |
| Headinvest, LLC | 698 | $618.4K | 0.11% | −5−0.7% | Reduced |
| Hoertkorn Richard Charles | 700 | $620.2K | 0.27% | 00.0% | Unchanged |
| Avion Wealth | 701 | $621.0K | 0.16% | +8+1.2% | Added |
| Focused Wealth Management, Inc | 702 | $622.2K | 0.09% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 703 | $622.8K | 0.34% | +78+12.5% | Added |
| Cowa, LLC | 703 | $622.8K | 0.30% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 703 | $623.0K | 0.12% | −41−5.5% | Reduced |
| New Hampshire Trust | 704 | $623.7K | 0.13% | −5−0.7% | Reduced |
| Stevens Capital Management LP | 706 | $625.0K | 0.09% | +706 | New |
| Next Level Private LLC | 706 | $625.2K | 0.26% | +6+0.9% | Added |
| McNaughton Wealth Management, LLC | 708 | $627.2K | 0.31% | +708 | New |
| Worth Financial Advisory Group, LLC | 710 | $629.0K | 0.37% | +710 | New |
| Willis Johnson & Associates, Inc. | 712 | $630.6K | 0.05% | +63+9.7% | Added |
| Walled Lake Planning & Wealth Management, LLC | 714 | $632.2K | 0.24% | +19+2.7% | Added |
| Signature Wealth Management Group | 715 | $633.4K | 0.25% | −93−11.5% | Reduced |
| Peterson Wealth Advisors, LLC | 716 | $634.3K | 0.12% | +56+8.5% | Added |
| Scarborough Advisors, LLC | 717 | $634.5K | 0.10% | +717 | New |
| Austin Private Wealth, LLC | 717 | $635.2K | 0.06% | +21+3.0% | Added |
| Impact Partnership Wealth, LLC | 717 | $635.3K | 0.14% | −164−18.6% | Reduced |
| Passive Capital Management, LLC. | 718 | $636.1K | 0.22% | 00.0% | Unchanged |
| Morton Capital Management LLC | 720 | $637.9K | 0.13% | +302+72.2% | Added |
| N.E.W. Advisory Services LLC | 722 | $640.2K | 0.06% | 00.0% | Unchanged |
| Citizens Business Bank | 725 | $642.3K | 0.13% | −349−32.5% | Reduced |
| Iyo Bank, Ltd. | 726 | $643.0K | 0.23% | +326+81.5% | Added |
| Alpine Woods Capital Investors, LLC | 773 | $643.5K | 0.11% | +23+3.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 727 | $644.0K | 0.13% | +87+13.6% | Added |
| Portland Global Advisors LLC | 728 | $645.0K | 0.08% | +13+1.8% | Added |
| Allstate Corp | 729 | $645.9K | 0.06% | −1,960−72.9% | Reduced |
| Lakewood Asset Management LLC | 730 | $646.3K | 0.44% | +1+0.1% | Added |
| MinichMacGregor Wealth Management, LLC | 730 | $646.7K | 0.14% | +46+6.7% | Added |
| Aspen Wealth Strategies, LLC | 731 | $647.3K | 0.42% | +731 | New |
| Source Financial Advisors LLC | 731 | $647.6K | 0.19% | +12+1.7% | Added |
| Ransom Advisory, Ltd | 731 | $647.6K | 0.30% | +34+4.9% | Added |
| Delta Asset Management LLC | 731 | $647.6K | 0.06% | +8+1.1% | Added |
| CJM Wealth Advisers, Ltd. | 732 | $648.5K | 0.22% | +732 | New |
| Shelton Wealth Management, LLC | 733 | $649.4K | 0.37% | +89+13.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 735 | $651.3K | 0.30% | +23+3.2% | Added |
| Barrett & Company, Inc. | 736 | $651.9K | 0.28% | −316−30.0% | Reduced |
| Middleton & Co Inc | 736 | $652.1K | 0.07% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 736 | $652.1K | 0.05% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 737 | $653.0K | 0.41% | −95−11.4% | Reduced |
| Northwest Investment Counselors, LLC | 737 | $653.0K | 0.15% | −100−11.9% | Reduced |
| Cherrydale Wealth Management, LLC | 738 | $653.6K | 0.27% | +1+0.1% | Added |
| Scott Capital Advisors, LLC | 738 | $653.9K | 0.19% | +17+2.4% | Added |
| Falcon Wealth Planning | 739 | $655.0K | 0.08% | −6−0.8% | Reduced |
| C2C Wealth Management, LLC | 790 | $655.5K | 0.61% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 740 | $655.6K | 0.45% | +101+15.8% | Added |
| Quartz Partners, LLC | 741 | $656.5K | 0.41% | +741 | New |
| Clarus Wealth Advisors | 733 | $658.5K | 0.34% | +733 | New |
| Capital Investment Counsel, Inc | 745 | $660.0K | 0.09% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 745 | $660.0K | 0.05% | +75+11.2% | Added |
| GGM Financials LLC | 745 | $660.1K | 0.57% | +26+3.6% | Added |
| Montag & Caldwell, LLC | 746 | $660.9K | 0.13% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 747 | $661.8K | 0.56% | −67−8.2% | Reduced |
| Verum Partners LLC | 748 | $662.3K | 0.19% | +17+2.3% | Added |
| Horan Capital Advisors, LLC. | 750 | $664.5K | 0.22% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 750 | $664.6K | 0.17% | −48−6.0% | Reduced |
| Independent Wealth Network Inc. | 752 | $666.2K | 0.29% | +74+10.9% | Added |
| Petrus Trust Company, LTA | 754 | $668.0K | 0.07% | +754 | New |
| World Equity Group, Inc. | 756 | $669.8K | 0.24% | −36−4.5% | Reduced |
| SOL Capital Management CO | 756 | $670.0K | 0.07% | +1+0.1% | Added |
| Armstrong, Fleming & Moore, Inc | 756 | $670.2K | 0.39% | −74−8.9% | Reduced |
| Florida Financial Advisors, LLC | 758 | $671.5K | 0.35% | −384−33.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 758 | $671.5K | 0.05% | −9,055−92.3% | Reduced |