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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 8,893 | $7.38M | 0.31% | +187+2.1% | Added |
| Graypoint LLC | 8,319 | $7.37M | 0.47% | +386+4.9% | Added |
| River Wealth Advisors LLC | 8,294 | $7.35M | 0.98% | +714+9.4% | Added |
| Smith, Moore & Co. | 8,287 | $7.34M | 0.70% | −41−0.5% | Reduced |
| Cigna Investments Inc | 8,279 | $7.33M | 1.30% | −532−6.0% | Reduced |
| Platte River Wealth Advisors, LLC | 8,272 | $7.33M | 1.97% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 8,232 | $7.29M | 1.32% | −377−4.4% | Reduced |
| Janney Capital Management LLC | 8,218 | $7.28M | 0.49% | +7,216+720.2% | Added |
| Ameritas Advisory Services, LLC | 8,216 | $7.28M | 0.31% | −6,237−43.2% | Reduced |
| Buckingham Capital Management, Inc. | 8,216 | $7.28M | 0.83% | −1,784−17.8% | Reduced |
| TCI Wealth Advisors, Inc. | 8,196 | $7.26M | 0.61% | +39+0.5% | Added |
| Field & Main Bank | 8,172 | $7.24M | 2.58% | +27+0.3% | Added |
| Woodstock Corp | 8,151 | $7.22M | 0.69% | +122+1.5% | Added |
| Keebeck Wealth Management, LLC | 8,146 | $7.22M | 1.05% | +793+10.8% | Added |
| Trust Co of Vermont | 8,117 | $7.19M | 0.36% | −171−2.1% | Reduced |
| Guardian Wealth Management, Inc. | 8,076 | $7.15M | 5.04% | +61+0.8% | Added |
| Heirloom Wealth Management | 8,056 | $7.14M | 2.23% | +319+4.1% | Added |
| Crawford Investment Counsel Inc | 8,048 | $7.13M | 0.12% | −128−1.6% | Reduced |
| Alcosta Capital Management, Inc. | 8,040 | $7.12M | 4.26% | +60+0.8% | Added |
| Marshall & Sullivan Inc | 8,006 | $7.09M | 3.41% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 7,966 | $7.06M | 0.43% | +679+9.3% | Added |
| Marietta Investment Partners LLC | 7,939 | $7.03M | 1.49% | −207−2.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 7,904 | $7.00M | 0.77% | +1,652+26.4% | Added |
| Decatur Capital Management, Inc. | 7,882 | $6.98M | 3.22% | +10+0.1% | Added |
| Brighton Jones LLC | 7,867 | $6.97M | 0.26% | −3,630−31.6% | Reduced |
| Capital Investment Advisory Services, LLC | 7,833 | $6.94M | 0.66% | +2,585+49.3% | Added |
| Penobscot Investment Management Company, Inc. | 7,830 | $6.94M | 0.62% | +85+1.1% | Added |
| Allegheny Financial Group LTD | 7,830 | $6.94M | 1.71% | −22−0.3% | Reduced |
| Biechele Royce Advisors | 7,824 | $6.93M | 2.28% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 7,800 | $6.91M | 2.04% | −500−6.0% | Reduced |
| Aldebaran Capital, LLC | 7,783 | $6.90M | 6.29% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 7,752 | $6.87M | 0.47% | +546+7.6% | Added |
| Family Legacy, Inc. | 7,698 | $6.82M | 2.27% | −83−1.1% | Reduced |
| Legacy Advisors, LLC | 7,681 | $6.80M | 0.74% | +543+7.6% | Added |
| Channel Wealth LLC | 7,634 | $6.76M | 2.23% | +2,125+38.6% | Added |
| Impact Asset Management GmbH | 7,630 | $6.76M | 2.60% | +7,630 | New |
| Lynch & Associates | 7,621 | $6.75M | 1.43% | −100−1.3% | Reduced |
| Herbst Group, LLC | 7,614 | $6.75M | 4.18% | −800−9.5% | Reduced |
| Investors Asset Management of Georgia Inc | 7,600 | $6.73M | 3.17% | −379−4.7% | Reduced |
| Smartleaf Asset Management LLC | 7,666 | $6.73M | 0.82% | +2,068+36.9% | Added |
| Aft, Forsyth & Company, Inc. | 7,580 | $6.72M | 3.32% | +550+7.8% | Added |
| PFG Investments, LLC | 7,572 | $6.71M | 0.43% | +723+10.6% | Added |
| Vise Technologies, Inc. | 7,566 | $6.70M | 0.85% | +1,681+28.6% | Added |
| Mengis Capital Management, Inc. | 7,559 | $6.70M | 1.32% | +160+2.2% | Added |
| Summit Trail Advisors, LLC | 7,549 | $6.69M | 0.17% | +718+10.5% | Added |
| Bray Capital Advisors | 7,545 | $6.68M | 1.64% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7,535 | $6.67M | 0.65% | −1,760−18.9% | Reduced |
| Washington Trust Bank | 7,504 | $6.65M | 0.64% | −5−0.1% | Reduced |
| Centre Asset Management, LLC | 7,494 | $6.64M | 1.43% | −229−3.0% | Reduced |
| Schnieders Capital Management LLC | 7,460 | $6.61M | 1.26% | +281+3.9% | Added |
| Wisconsin Capital Management LLC | 7,439 | $6.59M | 3.46% | +42+0.6% | Added |
| Ayrshire Capital Management LLC | 7,426 | $6.58M | 3.13% | +732+10.9% | Added |
| Great Diamond Partners, LLC | 7,394 | $6.55M | 1.66% | −1,093−12.9% | Reduced |
| Leonteq Securities AG | 7,353 | $6.51M | 0.77% | +2,073+39.3% | Added |
| Hilltop Holdings Inc. | 7,328 | $6.49M | 0.42% | +3,972+118.4% | Added |
| Glynn Capital Management LLC | 7,291 | $6.46M | 1.48% | −6,199−46.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,271 | $6.44M | 0.18% | +135+1.9% | Added |
| Carnegie Capital Asset Management, LLC | 7,268 | $6.44M | 0.19% | +456+6.7% | Added |
| Asset Dedication, LLC | 7,265 | $6.44M | 0.43% | −1,428−16.4% | Reduced |
| Evoke Wealth, LLC | 7,255 | $6.43M | 0.18% | +7,255 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,195 | $6.41M | 0.06% | −226−3.0% | Reduced |
| Fiduciary Group LLC | 7,222 | $6.40M | 0.65% | +70+1.0% | Added |
| PKO Investment Management Joint-Stock Co | 7,200 | $6.38M | 0.79% | −1,620−18.4% | Reduced |
| Old North State Trust, LLC | 7,195 | $6.37M | 5.18% | −52−0.7% | Reduced |
| Lifeworks Advisors, LLC | 7,179 | $6.36M | 1.25% | −301−4.0% | Reduced |
| Patton Fund Management, Inc. | 7,164 | $6.35M | 1.31% | −425−5.6% | Reduced |
| Verdence Capital Advisors LLC | 7,154 | $6.34M | 0.50% | +514+7.7% | Added |
| Linden Thomas Advisory Services, LLC | 7,142 | $6.33M | 0.86% | +334+4.9% | Added |
| Howard Capital Management Inc. | 7,138 | $6.32M | 0.10% | +7,138 | New |
| Confluence Wealth Services, Inc. | 7,129 | $6.32M | 0.46% | +100+1.4% | Added |
| Old Second National Bank of Aurora | 7,114 | $6.30M | 1.52% | −90−1.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 7,110 | $6.30M | 0.74% | −254−3.4% | Reduced |
| Beck Capital Management, LLC | 7,095 | $6.29M | 1.68% | −1,825−20.5% | Reduced |
| Schechter Investment Advisors, LLC | 7,093 | $6.28M | 0.46% | +13+0.2% | Added |
| Fidelis Capital Partners, LLC | 6,943 | $6.27M | 0.75% | −849−10.9% | Reduced |
| Stansberry Asset Management, LLC | 7,074 | $6.27M | 0.78% | +479+7.3% | Added |
| Royal Fund Management, LLC | 7,056 | $6.25M | 0.44% | +3,825+118.4% | Added |
| Pictet North America Advisors SA | 7,046 | $6.24M | 0.62% | +13+0.2% | Added |
| Wealthspire Advisors, LLC | 7,037 | $6.23M | 0.06% | +1,325+23.2% | Added |
| Miracle Mile Advisors, LLC | 7,019 | $6.22M | 0.14% | +609+9.5% | Added |
| First Nebraska Trust Co | 7,012 | $6.21M | 0.60% | −93−1.3% | Reduced |
| LJI Wealth Management, LLC | 7,004 | $6.21M | 1.27% | +246+3.6% | Added |
| Ingalls & Snyder LLC | 7,002 | $6.20M | 0.24% | −320−4.4% | Reduced |
| DCF Advisers, LLC | 7,000 | $6.20M | 3.19% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 6,991 | $6.19M | 5.12% | −147−2.1% | Reduced |
| Mather Group, LLC. | 6,987 | $6.19M | 0.08% | −272−3.7% | Reduced |
| RMB Capital Management, LLC | 6,981 | $6.18M | 0.14% | +628+9.9% | Added |
| Lowe Brockenbrough & Co Inc | 6,951 | $6.16M | 0.39% | +121+1.8% | Added |
| Green Harvest Asset Management LLC | 6,933 | $6.14M | 0.12% | +624+9.9% | Added |
| Aviance Capital Partners, LLC | 6,919 | $6.13M | 0.81% | +2,675+63.0% | Added |
| Flagship Harbor Advisors, LLC | 6,912 | $6.12M | 0.34% | −29−0.4% | Reduced |
| Independence Bank of Kentucky | 6,911 | $6.12M | 1.32% | +1,532+28.5% | Added |
| Fundamentun, LLC | 6,910 | $6.12M | 0.43% | +46+0.7% | Added |
| Pacific Global Investment Management CO | 6,897 | $6.11M | 1.10% | −278−3.9% | Reduced |
| Meridian Wealth Advisors, LLC | 6,892 | $6.11M | 1.02% | −8−0.1% | Reduced |
| Wealth Alliance | 6,874 | $6.09M | 0.73% | +138+2.0% | Added |
| Cutter & CO Brokerage, Inc. | 6,860 | $6.08M | 1.37% | −141−2.0% | Reduced |
| Lindbrook Capital, LLC | 6,849 | $6.07M | 0.54% | +163+2.4% | Added |
| KLCM Advisors, Inc. | 6,847 | $6.07M | 0.72% | −375−5.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,846 | $6.07M | 0.18% | +655+10.6% | Added |