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 |
|---|---|---|---|---|---|
| TRUE Private Wealth Advisors | 6,834 | $6.06M | 0.72% | −1,524−18.2% | Reduced |
| Philip James Wealth Mangement, LLC | 6,794 | $6.02M | 0.74% | +6,346+1,416.5% | Added |
| Exencial Wealth Advisors, LLC | 6,791 | $6.02M | 0.22% | −70−1.0% | Reduced |
| BOS Asset Management, LLC | 6,785 | $6.01M | 2.21% | −46−0.7% | Reduced |
| Chicago Trust Co NA | 6,781 | $6.01M | 1.04% | +392+6.1% | Added |
| Highview Capital Management LLC | 6,763 | $5.99M | 2.44% | +181+2.7% | Added |
| Portfolio Design Labs, LLC | 6,762 | $5.99M | 1.67% | −719−9.6% | Reduced |
| Compass Wealth Management LLC | 6,740 | $5.97M | 1.41% | −440−6.1% | Reduced |
| Texas Yale Capital Corp. | 6,720 | $5.95M | 0.26% | −30−0.4% | Reduced |
| Connable Office Inc | 6,719 | $5.95M | 0.60% | −117−1.7% | Reduced |
| Financial Advocates Investment Management | 6,710 | $5.94M | 0.34% | −291−4.2% | Reduced |
| Institute for Wealth Management, LLC. | 6,698 | $5.93M | 0.75% | +161+2.5% | Added |
| Westend Capital Management, LLC | 6,682 | $5.92M | 2.03% | −7,714−53.6% | Reduced |
| Hodges Capital Management Inc. | 6,678 | $5.92M | 0.38% | −930−12.2% | Reduced |
| Enterprise Bank & Trust Co | 6,675 | $5.91M | 1.91% | −283−4.1% | Reduced |
| Rakuten Securities, Inc. | 6,648 | $5.89M | 2.56% | +3,189+92.2% | Added |
| Jackson Wealth Management, LLC | 6,629 | $5.87M | 0.70% | +2,723+69.7% | Added |
| Two Sigma Securities, LLC | 6,627 | $5.87M | 0.46% | −58,718−89.9% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 6,617 | $5.86M | 1.18% | +853+14.8% | Added |
| BDF-Gestion | 30,196 | $5.85M | 0.96% | 00.0% | Unchanged |
| Sitrin Capital Management LLC | 6,595 | $5.84M | 2.92% | −17−0.3% | Reduced |
| American National Bank | 6,581 | $5.83M | 0.69% | −14−0.2% | Reduced |
| Principle Wealth Partners LLC | 6,577 | $5.83M | 0.41% | −36−0.5% | Reduced |
| Insigneo Advisory Services, LLC | 6,570 | $5.82M | 0.59% | −430−6.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 6,555 | $5.81M | 0.83% | −146−2.2% | Reduced |
| Welch Group, LLC | 6,548 | $5.80M | 0.25% | +209+3.3% | Added |
| Arkadios Wealth Advisors | 6,541 | $5.79M | 0.33% | +1,089+20.0% | Added |
| Moloney Securities Asset Management, LLC | 6,540 | $5.79M | 0.78% | +1,178+22.0% | Added |
| Bouvel Investment Partners, LLC | 6,538 | $5.79M | 2.18% | +37+0.6% | Added |
| Virtu Financial LLC | 6,531 | $5.79M | 0.32% | +3,446+111.7% | Added |
| Paragon Advisors, LLC | 6,523 | $5.78M | 1.88% | +28+0.4% | Added |
| Investment Partners, Ltd. | 6,520 | $5.78M | 2.41% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 6,506 | $5.76M | 0.25% | −25−0.4% | Reduced |
| Allen Investment Management LLC | 6,488 | $5.75M | 0.07% | 00.0% | Unchanged |
| Summit Financial, LLC | 6,484 | $5.74M | 0.23% | −1,890−22.6% | Reduced |
| StoneX Group Inc. | 6,481 | $5.74M | 0.42% | +467+7.8% | Added |
| Sawyer & Company, Inc | 6,465 | $5.73M | 2.12% | +27+0.4% | Added |
| Aster Capital Management (DIFC) Ltd | 6,456 | $5.72M | 1.24% | +6,456 | New |
| Zimmer Partners, LP | 6,450 | $5.71M | 0.11% | −23,760−78.6% | Reduced |
| Meritage Portfolio Management | 6,428 | $5.70M | 0.35% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 6,424 | $5.69M | 2.42% | −11−0.2% | Reduced |
| CoreCap Advisors, LLC | 6,403 | $5.67M | 0.27% | +6,403 | New |
| Mitchell McLeod Pugh & Williams Inc | 6,399 | $5.67M | 1.18% | −190−2.9% | Reduced |
| Parkside Financial Bank & Trust | 6,392 | $5.66M | 0.79% | +22+0.3% | Added |
| Brandywine Oak Private Wealth LLC | 6,381 | $5.65M | 0.55% | −159−2.4% | Reduced |
| ZWJ Investment Counsel Inc | 6,379 | $5.65M | 0.23% | +4+0.1% | Added |
| MidWestOne Financial Group, Inc. | 6,347 | $5.62M | 0.78% | −10.0% | Reduced |
| Next Century Growth Investors LLC | 6,307 | $5.59M | 0.45% | −541−7.9% | Reduced |
| Unisphere Establishment | 6,300 | $5.58M | 0.05% | +6,300 | New |
| Csenge Advisory Group | 5,974 | $5.57M | 0.29% | +408+7.3% | Added |
| Lake Street Financial LLC | 6,283 | $5.57M | 0.89% | −2,004−24.2% | Reduced |
| PFC Capital Group, Inc. | 6,250 | $5.54M | 2.67% | +350+5.9% | Added |
| Cabot Wealth Management Inc | 6,248 | $5.54M | 0.69% | −186−2.9% | Reduced |
| Hurlow Wealth Management Group, Inc. | 6,242 | $5.53M | 1.72% | +107+1.7% | Added |
| Commerzbank Aktiengesellschaft | 6,225 | $5.51M | 0.15% | +1,971+46.3% | Added |
| Nations Financial Group Inc, | 6,204 | $5.50M | 0.40% | +51+0.8% | Added |
| McKinley Carter Wealth Services, Inc. | 6,170 | $5.47M | 0.33% | +10.0% | Added |
| Waddell & Associates, LLC | 6,142 | $5.44M | 0.66% | −8−0.1% | Reduced |
| Vision Capital Management, Inc. | 6,139 | $5.44M | 0.77% | −55−0.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,139 | $5.44M | 1.17% | +58+1.0% | Added |
| Leavell Investment Management, Inc. | 6,130 | $5.43M | 0.27% | +124+2.1% | Added |
| HWG Holdings LP | 6,125 | $5.43M | 1.87% | −10,334−62.8% | Reduced |
| Premier Path Wealth Partners, LLC | 6,121 | $5.42M | 0.85% | −21−0.3% | Reduced |
| Northcape Wealth Management, LLC | 6,111 | $5.41M | 1.77% | −1,053−14.7% | Reduced |
| S&CO Inc | 6,110 | $5.41M | 0.35% | −40−0.7% | Reduced |
| Estabrook Capital Management | 6,094 | $5.40M | 0.81% | −600−9.0% | Reduced |
| CWA Asset Management Group, LLC | 6,070 | $5.38M | 0.29% | +6,070 | New |
| Oxler Private Wealth LLC | 6,050 | $5.36M | 1.87% | +28+0.5% | Added |
| Deltec Asset Management LLC | 6,050 | $5.36M | 1.06% | 00.0% | Unchanged |
| Clarius Group, LLC | 6,036 | $5.35M | 0.37% | −116−1.9% | Reduced |
| Armstrong Advisory Group, Inc | 6,030 | $5.34M | 0.44% | −191−3.1% | Reduced |
| Grove Bank & Trust | 6,029 | $5.34M | 0.79% | +125+2.1% | Added |
| Forum Private Client Group LLC | 5,995 | $5.31M | 2.36% | −510−7.8% | Reduced |
| Valmark Advisers, Inc. | 5,980 | $5.30M | 0.08% | +244+4.3% | Added |
| Prairie Wealth Advisors, Inc. | 5,979 | $5.30M | 2.62% | −970−14.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,964 | $5.28M | 0.58% | −13−0.2% | Reduced |
| Wellington Shields Capital Management, LLC | 5,925 | $5.25M | 0.91% | +238+4.2% | Added |
| Perkins Coie Trust Co | 5,914 | $5.24M | 1.16% | +156+2.7% | Added |
| First Business Financial Services, Inc. | 5,894 | $5.22M | 0.52% | +356+6.4% | Added |
| Avestar Capital, LLC | 5,886 | $5.21M | 0.57% | +722+14.0% | Added |
| PDS Planning, Inc | 5,852 | $5.18M | 0.46% | +85+1.5% | Added |
| West Oak Capital, LLC | 5,842 | $5.18M | 0.96% | −855−12.8% | Reduced |
| Halter Ferguson Financial Inc. | 5,833 | $5.17M | 2.92% | +140+2.5% | Added |
| Seven Eight Capital, LP | 5,827 | $5.16M | 0.46% | +3,709+175.1% | Added |
| Magnus Financial Group LLC | 5,814 | $5.15M | 0.52% | −267−4.4% | Reduced |
| Tradewinds, LLC. | 5,812 | $5.15M | 1.59% | +135+2.4% | Added |
| Sym Financial Corp | 5,795 | $5.13M | 0.69% | +128+2.3% | Added |
| Harmony Asset Management LLC | 5,773 | $5.11M | 1.88% | +178+3.2% | Added |
| Beaumont Financial Advisors, LLC | 5,772 | $5.11M | 0.40% | +243+4.4% | Added |
| WJ Wealth Management, LLC | 5,756 | $5.10M | 1.80% | +1,054+22.4% | Added |
| Beaton Management Co. Inc. | 5,747 | $5.09M | 2.58% | +15+0.3% | Added |
| Berger Financial Group, Inc | 5,741 | $5.09M | 0.37% | +2,841+98.0% | Added |
| Peregrine Asset Advisers, Inc. | 5,737 | $5.08M | 1.75% | −1,859−24.5% | Reduced |
| Steel Peak Wealth Management LLC | 5,713 | $5.06M | 0.22% | −18−0.3% | Reduced |
| Capital Advisors Inc | 5,687 | $5.04M | 0.10% | +1,141+25.1% | Added |
| Kessler Investment Group, LLC | 5,687 | $5.04M | 2.59% | +3,211+129.7% | Added |
| GeoWealth Management, LLC | 5,681 | $5.03M | 0.18% | −366−6.1% | Reduced |
| Parthenon LLC | 5,667 | $5.02M | 0.60% | 00.0% | Unchanged |
| M&G Plc | 5,665 | $5.02M | 0.03% | −5,770−50.5% | Reduced |
| Skopos Labs, Inc. | 5,639 | $5.00M | 1.64% | +404+7.7% | Added |