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 |
|---|---|---|---|---|---|
| Stableford Capital II LLC | 9,828 | $9.16M | 3.66% | +358+3.8% | Added |
| Roman Butler Fullerton & Co | 10,027 | $9.16M | 2.76% | +122+1.2% | Added |
| NBT Bank N A | 10,284 | $9.11M | 0.61% | −528−4.9% | Reduced |
| Ascent Group, LLC | 10,282 | $9.11M | 0.69% | −635−5.8% | Reduced |
| Wealthcare Advisory Partners LLC | 10,252 | $9.08M | 0.26% | +844+9.0% | Added |
| Nicholas Hoffman & Company, LLC. | 10,219 | $9.05M | 0.38% | −1,661−14.0% | Reduced |
| Conning Inc. | 10,204 | $9.04M | 0.30% | −370−3.5% | Reduced |
| Aull & Monroe Investment Management Corp | 10,192 | $9.03M | 4.19% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10,150 | $8.99M | 0.89% | −250−2.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,110 | $8.96M | 3.44% | −662−6.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 10,108 | $8.96M | 1.45% | +3,498+52.9% | Added |
| Capstone Investment Advisors, LLC | 10,081 | $8.93M | 0.17% | +9,975+9,410.4% | Added |
| Clarkston Capital Partners, LLC | 10,075 | $8.93M | 0.16% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 10,073 | $8.92M | 2.02% | −316−3.0% | Reduced |
| First Horizon Advisors, Inc. | 10,057 | $8.91M | 0.25% | +26+0.3% | Added |
| Tower View Investment Management & Research LLC | 10,050 | $8.90M | 4.87% | −28−0.3% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 10,042 | $8.90M | 2.68% | −445−4.2% | Reduced |
| Heritage Wealth Management, Inc. | 10,014 | $8.87M | 2.91% | −463−4.4% | Reduced |
| Integral Health Asset Management, LLC | 10,000 | $8.86M | 1.04% | 00.0% | Unchanged |
| Avalon Global Asset Management LLC | 10,000 | $8.86M | 2.73% | 00.0% | Unchanged |
| Verition Fund Management LLC | 9,991 | $8.85M | 0.06% | −883−8.1% | Reduced |
| Northeast Financial Consultants Inc | 9,932 | $8.80M | 0.38% | +97+1.0% | Added |
| First Hawaiian Bank | 9,889 | $8.76M | 0.28% | +82+0.8% | Added |
| Sanders Morris Harris LLC | 9,840 | $8.72M | 1.45% | −20.0% | Reduced |
| Cohen Investment Advisors LLC | 9,756 | $8.64M | 5.28% | −2,066−17.5% | Reduced |
| Kampmann Melissa S. | 9,746 | $8.63M | 6.11% | −240−2.4% | Reduced |
| Ostrum Asset Management | 9,737 | $8.63M | 0.71% | +1,375+16.4% | Added |
| Melqart Asset Management (UK) Ltd | 9,733 | $8.62M | 0.85% | +5,675+139.8% | Added |
| MTM Investment Management, LLC | 9,664 | $8.57M | 3.34% | −1,130−10.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 9,677 | $8.57M | 1.99% | −812−7.7% | Reduced |
| Madden Securities Corp | 9,616 | $8.52M | 3.67% | −36−0.4% | Reduced |
| Icon Wealth Advisors, LLC | 9,601 | $8.51M | 0.71% | −126−1.3% | Reduced |
| Strong Tower Advisory Services | 9,601 | $8.51M | 2.37% | +227+2.4% | Added |
| Cullinan Associates Inc | 9,366 | $8.50M | 0.48% | +83+0.9% | Added |
| Chesapeake Asset Management LLC | 9,592 | $8.50M | 7.38% | +27+0.3% | Added |
| Altfest L J & Co Inc | 9,586 | $8.49M | 1.13% | +1,262+15.2% | Added |
| Wetzel Investment Advisors, Inc. | 9,556 | $8.47M | 4.26% | +105+1.1% | Added |
| J.W. Cole Advisors, Inc. | 9,548 | $8.46M | 0.35% | +205+2.2% | Added |
| Empire Financial Management Company, LLC | 9,508 | $8.42M | 2.59% | 00.0% | Unchanged |
| Columbia Asset Management | 9,489 | $8.41M | 1.48% | −49−0.5% | Reduced |
| Qtron Investments LLC | 9,471 | $8.39M | 1.15% | −279−2.9% | Reduced |
| Harbour Investments, Inc. | 9,436 | $8.36M | 0.25% | +1,441+18.0% | Added |
| Formidable Asset Management, LLC | 9,418 | $8.34M | 1.33% | +212+2.3% | Added |
| Dnca Finance | 9,413 | $8.34M | 0.72% | −11,274−54.5% | Reduced |
| Hardman Johnston Global Advisors LLC | 9,347 | $8.28M | 0.32% | +2,819+43.2% | Added |
| Zions Bancorporation, N.A. | 9,330 | $8.27M | 0.60% | +1,004+12.1% | Added |
| Rothschild Investment LLC | 9,302 | $8.24M | 0.54% | −135−1.4% | Reduced |
| Chatham Capital Group, Inc. | 9,300 | $8.24M | 1.35% | +236+2.6% | Added |
| Wescott Financial Advisory Group, LLC | 9,283 | $8.22M | 0.88% | +9+0.1% | Added |
| Smithfield Trust Co | 9,253 | $8.20M | 0.40% | −50−0.5% | Reduced |
| Bank of Hawaii | 9,238 | $8.18M | 0.34% | +196+2.2% | Added |
| WBH Advisory Inc | 9,211 | $8.16M | 0.77% | −574−5.9% | Reduced |
| SeaTown Holdings Pte. Ltd. | 9,178 | $8.13M | 6.01% | −4,522−33.0% | Reduced |
| Pioneer Trust Bank N A | 9,175 | $8.13M | 2.08% | −285−3.0% | Reduced |
| Tower Bridge Advisors | 9,149 | $8.11M | 0.84% | +3,110+51.5% | Added |
| Diversify Advisory Services, LLC | 8,912 | $8.10M | 0.44% | +1,031+13.1% | Added |
| Community Financial Services Group, LLC | 9,111 | $8.07M | 1.65% | +211+2.4% | Added |
| Opus Capital Group, LLC | 9,109 | $8.07M | 1.01% | +8,006+725.8% | Added |
| Sierra Summit Advisors LLC | 9,089 | $8.05M | 1.85% | +190+2.1% | Added |
| Elk River Wealth Management, LLC | 9,081 | $8.05M | 1.46% | +123+1.4% | Added |
| Trust Asset Management LLC | 9,069 | $8.03M | 0.64% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 9,060 | $8.03M | 2.62% | −303−3.2% | Reduced |
| Meridian Wealth Management, LLC | 9,039 | $8.01M | 0.39% | +9,039 | New |
| Geneos Wealth Management Inc. | 9,039 | $8.01M | 0.31% | −39−0.4% | Reduced |
| Wolff Financial Management LLC | 9,029 | $8.00M | 2.17% | +9,029 | New |
| AlphaStar Capital Management, LLC | 9,017 | $7.99M | 0.63% | +1,218+15.6% | Added |
| RFG Advisory, LLC | 9,006 | $7.98M | 0.24% | +635+7.6% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 9,000 | $7.97M | 6.17% | 00.0% | Unchanged |
| Everett Harris & Co | 8,979 | $7.95M | 0.10% | −59−0.7% | Reduced |
| Carderock Capital Management Inc | 8,971 | $7.95M | 1.88% | +1,206+15.5% | Added |
| Pitcairn Co | 8,929 | $7.91M | 0.47% | −621−6.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,881 | $7.87M | 0.15% | −105−1.2% | Reduced |
| North Star Investment Management Corp. | 8,857 | $7.85M | 0.54% | +18+0.2% | Added |
| Reynders McVeigh Capital Management, LLC | 8,840 | $7.83M | 0.41% | −212−2.3% | Reduced |
| Moran Wealth Management, LLC | 8,827 | $7.82M | 0.24% | +180+2.1% | Added |
| Hunter Associates Investment Management LLC | 8,821 | $7.82M | 1.21% | −75−0.8% | Reduced |
| FRG Family Wealth Advisors LLC | 8,745 | $7.75M | 1.39% | 00.0% | Unchanged |
| Arrow Financial Corp | 8,726 | $7.73M | 0.71% | −30.0% | Reduced |
| Prairie Sky Financial Group LLC | 8,725 | $7.73M | 4.39% | −35−0.4% | Reduced |
| Geneva Partners, LLC | 8,721 | $7.73M | 3.35% | −558−6.0% | Reduced |
| Legacy Private Trust Co. | 8,712 | $7.72M | 0.52% | +471+5.7% | Added |
| Mezzasalma Advisors, LLC | 8,693 | $7.70M | 3.04% | +197+2.3% | Added |
| Sand Hill Global Advisors, LLC | 8,628 | $7.64M | 0.32% | +167+2.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,620 | $7.64M | 0.27% | +631+7.9% | Added |
| DSM Capital Partners LLC | 8,599 | $7.62M | 0.12% | +878+11.4% | Added |
| K.J. Harrison & Partners Inc | 8,399 | $7.61M | 1.15% | −993−10.6% | Reduced |
| Fiduciary Trust Co | 8,561 | $7.58M | 0.11% | +522+6.5% | Added |
| Equitable Trust Co | 8,540 | $7.57M | 0.49% | +26+0.3% | Added |
| Kercheville Advisors, LLC | 8,540 | $7.57M | 3.19% | +795+10.3% | Added |
| Gotham Asset Management, LLC | 8,515 | $7.54M | 0.08% | −3,434−28.7% | Reduced |
| Johnson Financial Group, Inc. | 8,438 | $7.48M | 0.34% | +564+7.2% | Added |
| Change Path, LLC | 8,416 | $7.46M | 0.25% | +3,326+65.3% | Added |
| Simmons Bank | 8,409 | $7.45M | 0.54% | +121+1.5% | Added |
| Schear Investment Advisers, LLC | 8,396 | $7.44M | 4.60% | +687+8.9% | Added |
| First City Capital Management, Inc. | 8,367 | $7.41M | 3.82% | −109−1.3% | Reduced |
| Baldwin Investment Management, LLC | 8,354 | $7.40M | 0.93% | +195+2.4% | Added |
| Forum Financial Management, LP | 8,350 | $7.40M | 0.12% | −305−3.5% | Reduced |
| Prosperity Consulting Group, LLC | 8,345 | $7.39M | 0.58% | +5,066+154.5% | Added |
| Edgestream Partners, L.P. | 8,344 | $7.39M | 0.33% | −5,043−37.7% | Reduced |
| Canandaigua National Bank & Trust Co | 8,332 | $7.38M | 0.70% | +1,620+24.1% | Added |