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
- 3,666
- +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
- 1,388 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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 12,543 | $11.1M | 0.32% | +669+5.6% | Added |
| Payden & Rygel | 12,520 | $11.1M | 0.86% | −11,700−48.3% | Reduced |
| Profund Advisors LLC | 12,498 | $11.1M | 0.42% | −940−7.0% | Reduced |
| Plancorp, LLC | 12,457 | $11.0M | 0.45% | +21+0.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 12,433 | $11.0M | 6.10% | −30,236−70.9% | Reduced |
| Perkins Capital Management Inc | 12,376 | $11.0M | 10.28% | −246−1.9% | Reduced |
| Radnor Capital Management, LLC | 12,311 | $10.9M | 1.62% | +12,311 | New |
| Evexia Wealth LLC | 12,135 | $10.9M | 3.87% | +464+4.0% | Added |
| Private Trust Co NA | 12,289 | $10.9M | 1.10% | +209+1.7% | Added |
| Bank & Trust Co | 12,281 | $10.9M | 8.83% | −16−0.1% | Reduced |
| Roanoke Asset Management Corp | 12,237 | $10.8M | 3.41% | −45−0.4% | Reduced |
| United Capital Management of KS, Inc. | 12,233 | $10.8M | 2.36% | −60.0% | Reduced |
| CFM Wealth Partners LLC | 12,201 | $10.8M | 1.89% | +2,798+29.8% | Added |
| Highland Capital Management, LLC | 12,198 | $10.8M | 0.62% | −300−2.4% | Reduced |
| James Investment Research Inc | 12,094 | $10.7M | 1.24% | −1,465−10.8% | Reduced |
| American Assets Investment Management, LLC | 12,000 | $10.6M | 0.93% | 00.0% | Unchanged |
| Ratan Capital Management LP | 12,000 | $10.6M | 2.87% | +4,000+50.0% | Added |
| Covenant Asset Management, LLC | 11,980 | $10.6M | 2.35% | +74+0.6% | Added |
| Edge Capital Group, LLC | 11,944 | $10.6M | 0.47% | −1,569−11.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 11,942 | $10.6M | 1.02% | +455+4.0% | Added |
| Western Wealth Management, LLC | 11,918 | $10.6M | 0.60% | +3,349+39.1% | Added |
| Mitchell Capital Management Co | 11,903 | $10.5M | 1.84% | −523−4.2% | Reduced |
| BOCHK Asset Management Ltd | 11,900 | $10.5M | 3.14% | −3,150−20.9% | Reduced |
| First National Bank of Omaha | 11,882 | $10.5M | 0.67% | −1,104−8.5% | Reduced |
| Centric Wealth Management | 13,556 | $10.5M | 2.83% | −181−1.3% | Reduced |
| Focus Financial Network, Inc. | 11,874 | $10.5M | 0.43% | −303−2.5% | Reduced |
| Sandler Capital Management | 11,857 | $10.5M | 2.03% | +736+6.6% | Added |
| Bridges Investment Management Inc | 11,845 | $10.5M | 0.15% | +484+4.3% | Added |
| Indiana Trust & Investment Management CO | 11,825 | $10.5M | 3.57% | −5,277−30.9% | Reduced |
| BancorpSouth Bank | 11,811 | $10.5M | 0.72% | −1,117−8.6% | Reduced |
| Sowell Financial Services LLC | 11,793 | $10.4M | 0.49% | −6,290−34.8% | Reduced |
| Boyd Watterson Asset Management LLC | 11,746 | $10.4M | 2.85% | −1,198−9.3% | Reduced |
| Daymark Wealth Partners, LLC | 11,720 | $10.4M | 0.44% | +162+1.4% | Added |
| Snider Financial Group | 11,694 | $10.4M | 3.79% | −195−1.6% | Reduced |
| Nemes Rush Group LLC | 13,306 | $10.4M | 1.50% | −392−2.9% | Reduced |
| Mission Wealth Management, LP | 11,667 | $10.3M | 0.26% | −143−1.2% | Reduced |
| Adell Harriman & Carpenter Inc | 11,659 | $10.3M | 0.75% | +1,910+19.6% | Added |
| Capital Wealth Planning, LLC | 11,625 | $10.3M | 0.10% | +5,598+92.9% | Added |
| Bragg Financial Advisors, Inc | 11,616 | $10.3M | 0.42% | +592+5.4% | Added |
| Cookson Peirce & Co Inc | 11,598 | $10.3M | 0.48% | −10,548−47.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 11,593 | $10.3M | 0.63% | +1,810+18.5% | Added |
| Integrated Advisors Network LLC | 11,582 | $10.3M | 0.49% | +322+2.9% | Added |
| TCW Group Inc | 11,578 | $10.3M | 0.09% | −275−2.3% | Reduced |
| Strategic Blueprint, LLC | 11,563 | $10.2M | 0.64% | −463−3.8% | Reduced |
| Argyle Capital Management Inc. | 11,527 | $10.2M | 4.07% | −1,101−8.7% | Reduced |
| First National Advisers, LLC | 11,518 | $10.2M | 1.63% | +527+4.8% | Added |
| Atlantic Union Bankshares Corp | 11,474 | $10.2M | 0.59% | −336−2.8% | Reduced |
| Centaurus Financial, Inc. | 11,463 | $10.2M | 0.65% | +5,364+87.9% | Added |
| Petredis Investment Advisors LLC | 11,442 | $10.1M | 1.08% | +29+0.3% | Added |
| AMG National Trust Bank | 11,420 | $10.1M | 0.27% | −542−4.5% | Reduced |
| Rockland Trust Co | 11,418 | $10.1M | 0.50% | −173−1.5% | Reduced |
| Segall Bryant & Hamill, LLC | 11,417 | $10.1M | 0.14% | +11,417 | New |
| Park National Corp | 11,400 | $10.1M | 0.35% | −92−0.8% | Reduced |
| Intrepid Financial Planning Group LLC | 11,382 | $10.1M | 4.32% | −514−4.3% | Reduced |
| Herold Advisors, Inc. | 11,362 | $10.1M | 2.19% | −294−2.5% | Reduced |
| Quilter Plc | 11,356 | $10.1M | 0.21% | +2,468+27.8% | Added |
| Essex Savings Bank | 11,328 | $10.0M | 2.50% | −827−6.8% | Reduced |
| Nilsine Partners, LLC | 11,316 | $10.0M | 1.30% | −78−0.7% | Reduced |
| Stelac Advisory Services LLC | 11,311 | $10.0M | 4.06% | 00.0% | Unchanged |
| Bank Ozk | 11,298 | $10.0M | 4.14% | −324−2.8% | Reduced |
| Syon Capital LLC | 11,262 | $9.98M | 0.88% | +127+1.1% | Added |
| Evergreen Capital Management LLC | 11,256 | $9.97M | 0.33% | +1,063+10.4% | Added |
| Osterweis Capital Management Inc | 11,245 | $9.96M | 0.50% | −240−2.1% | Reduced |
| Bailard, Inc. | 11,193 | $9.92M | 0.26% | −1,904−14.5% | Reduced |
| Harvey Investment Co LLC | 11,165 | $9.89M | 1.12% | −470−4.0% | Reduced |
| Ogorek Anthony Joseph | 11,164 | $9.89M | 3.39% | +18+0.2% | Added |
| Shepherd Financial Partners LLC | 11,162 | $9.89M | 1.19% | +230+2.1% | Added |
| South State Corp. | 11,133 | $9.86M | 0.68% | −750−6.3% | Reduced |
| Blue Fin Capital, Inc. | 11,071 | $9.81M | 1.86% | +221+2.0% | Added |
| Cyndeo Wealth Partners, LLC | 11,060 | $9.80M | 0.68% | −270−2.4% | Reduced |
| Morse Asset Management, Inc | 11,019 | $9.76M | 2.11% | +109+1.0% | Added |
| Great Lakes Retirement, Inc. | 11,010 | $9.75M | 1.25% | −2,470−18.3% | Reduced |
| Quadrant Capital Group LLC | 11,008 | $9.75M | 0.68% | −175−1.6% | Reduced |
| Essential Planning, LLC. | 11,005 | $9.75M | 4.00% | −1,261−10.3% | Reduced |
| SageView Advisory Group, LLC | 11,002 | $9.75M | 0.49% | −2,283−17.2% | Reduced |
| Sectoral Asset Management Inc | 10,996 | $9.74M | 5.75% | −12,419−53.0% | Reduced |
| GM Advisory Group, Inc. | 10,989 | $9.74M | 0.58% | +284+2.7% | Added |
| Knollwood Investment Advisory, LLC | 10,921 | $9.68M | 1.04% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 10,912 | $9.67M | 1.26% | −597−5.2% | Reduced |
| Clough Capital Partners L P | 10,888 | $9.65M | 0.99% | −16,904−60.8% | Reduced |
| Algert Global LLC | 10,886 | $9.64M | 0.26% | +10,382+2,059.9% | Added |
| Moneta Group Investment Advisors LLC | 10,857 | $9.62M | 0.14% | −183−1.7% | Reduced |
| Lake Street Advisors Group, LLC | 10,808 | $9.57M | 0.44% | +72+0.7% | Added |
| Vestmark Advisory Solutions, Inc. | 10,779 | $9.55M | 0.36% | +692+6.9% | Added |
| Checchi Capital Advisers, LLC | 10,743 | $9.52M | 0.71% | −234−2.1% | Reduced |
| Montecito Bank & Trust | 10,731 | $9.51M | 1.62% | +766+7.7% | Added |
| Allworth Financial LP | 10,650 | $9.44M | 0.06% | −2,798−20.8% | Reduced |
| Kingfisher Capital LLC | 10,640 | $9.43M | 2.16% | −378−3.4% | Reduced |
| BTC Capital Management, Inc. | 10,627 | $9.41M | 0.84% | +3,073+40.7% | Added |
| Signet Financial Management, LLC | 10,618 | $9.41M | 1.20% | +71+0.7% | Added |
| LMCG Investments, LLC | 10,608 | $9.40M | 0.56% | −540−4.8% | Reduced |
| IFP Advisors, Inc | 10,591 | $9.39M | 0.34% | −732−6.5% | Reduced |
| Central Pacific Bank - Trust Division | 10,564 | $9.36M | 1.18% | −776−6.8% | Reduced |
| Waters Parkerson & Co., LLC | 10,539 | $9.34M | 0.47% | +34+0.3% | Added |
| Red Cedar Investment Management, LLC | 10,469 | $9.27M | 1.18% | −107−1.0% | Reduced |
| Exome Asset Management LLC | 10,447 | $9.26M | 6.26% | +747+7.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,443 | $9.25M | 2.55% | +11+0.1% | Added |
| WealthTrust Axiom LLC | 10,401 | $9.21M | 2.73% | −490−4.5% | Reduced |
| Alps Advisors Inc | 10,368 | $9.19M | 0.06% | −22,953−68.9% | Reduced |
| Fox Hill Wealth Management | 10,350 | $9.17M | 5.05% | −296−2.8% | Reduced |