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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 5,638 | $4.99M | 0.40% | +109+2.0% | Added |
| Iowa State Bank | 5,612 | $4.97M | 1.02% | +460+8.9% | Added |
| Parisi Gray Wealth Management | 5,606 | $4.97M | 1.64% | +38+0.7% | Added |
| Robertson Stephens Wealth Management, LLC | 5,571 | $4.94M | 0.18% | +69+1.3% | Added |
| Cassaday & Co Wealth Management LLC | 5,570 | $4.94M | 0.14% | +113+2.1% | Added |
| E Fund Management Co., Ltd. | 5,562 | $4.93M | 0.25% | +351+6.7% | Added |
| Wall Street Financial Group, Inc. | 5,553 | $4.92M | 5.19% | +42+0.8% | Added |
| Invst, LLC | 5,552 | $4.92M | 0.60% | +189+3.5% | Added |
| Romano Brothers and Company | 5,526 | $4.90M | 0.61% | +37+0.7% | Added |
| Carl P. Sherr & Co., LLC | 5,526 | $4.90M | 2.58% | +24+0.4% | Added |
| Naviter Wealth, LLC | 5,494 | $4.87M | 0.68% | +969+21.4% | Added |
| IAM Advisory, LLC | 5,490 | $4.86M | 1.23% | −606−9.9% | Reduced |
| Affinity Capital Advisors, LLC | 5,490 | $4.86M | 0.94% | −311−5.4% | Reduced |
| Proequities, Inc. | 6,747 | $4.86M | 0.29% | −152−2.2% | Reduced |
| Carret Asset Management, LLC | 5,472 | $4.85M | 0.53% | −560−9.3% | Reduced |
| Metavasi Capital LP | 5,471 | $4.85M | 2.54% | −1,029−15.8% | Reduced |
| Sunbelt Securities, Inc. | 5,453 | $4.83M | 0.47% | +477+9.6% | Added |
| Hilltop National Bank | 5,448 | $4.83M | 1.47% | −42−0.8% | Reduced |
| Harbour Trust & Investment Management Co | 5,446 | $4.82M | 0.55% | −57−1.0% | Reduced |
| Simplex Trading, LLC | 5,445 | $4.82M | 0.16% | +5,445 | New |
| Silvercrest Asset Management Group LLC | 5,436 | $4.82M | 0.03% | +349+6.9% | Added |
| Horizon Investments, LLC | 5,435 | $4.82M | 0.13% | +2,345+75.9% | Added |
| Everhart Financial Group, Inc. | 5,433 | $4.81M | 1.07% | +672+14.1% | Added |
| Sabal Trust CO | 5,426 | $4.81M | 0.26% | −9−0.2% | Reduced |
| Arete Wealth Advisors, LLC | 5,438 | $4.80M | 0.41% | −1,894−25.8% | Reduced |
| Private Wealth Partners, LLC | 5,415 | $4.80M | 0.38% | +955+21.4% | Added |
| Aaron Wealth Advisors | 5,404 | $4.79M | 0.57% | +690+14.6% | Added |
| Capital Asset Advisory Services LLC | 5,235 | $4.78M | 0.24% | +82+1.6% | Added |
| Atomi Financial Group, Inc. | 5,394 | $4.78M | 0.30% | +111+2.1% | Added |
| YHB Investment Advisors, Inc. | 5,392 | $4.78M | 0.40% | +746+16.1% | Added |
| Covenant Partners, LLC | 5,371 | $4.76M | 1.38% | +4,370+436.6% | Added |
| Black Swift Group, LLC | 5,370 | $4.76M | 1.05% | −1,998−27.1% | Reduced |
| Parker Investment Management, LLC | 5,365 | $4.75M | 0.77% | −6,777−55.8% | Reduced |
| Bank Hapoalim BM | 5,365 | $4.75M | 0.72% | −169−3.1% | Reduced |
| Jeppson Wealth Management, LLC | 5,353 | $4.74M | 1.70% | −84−1.5% | Reduced |
| EPG Wealth Management LLC | 5,320 | $4.71M | 1.19% | +5,320 | Added |
| Norway Savings Bank | 5,316 | $4.71M | 2.55% | −167−3.0% | Reduced |
| Boston Family Office LLC | 5,282 | $4.68M | 0.32% | −285−5.1% | Reduced |
| Stanley-Laman Group, Ltd. | 5,280 | $4.68M | 0.66% | −103−1.9% | Reduced |
| Ironwood Financial, llc | 5,277 | $4.68M | 0.98% | −28−0.5% | Reduced |
| Argus Investors' Counsel, Inc. | 5,274 | $4.67M | 3.05% | −2,999−36.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,260 | $4.66M | 0.17% | +259+5.2% | Added |
| Blackhawk Capital Partners LLC. | 5,256 | $4.66M | 2.49% | +41+0.8% | Added |
| Consolidated Planning Corp | 5,254 | $4.65M | 0.69% | +2,057+64.3% | Added |
| WealthBridge Capital Management, LLC | 5,249 | $4.65M | 1.34% | +1,876+55.6% | Added |
| NewSquare Capital LLC | 5,248 | $4.65M | 0.37% | +464+9.7% | Added |
| Wealthquest Corp | 5,256 | $4.65M | 0.41% | +65+1.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 5,243 | $4.64M | 0.93% | +86+1.7% | Added |
| DGS Capital Management, LLC | 5,239 | $4.64M | 1.26% | +350+7.2% | Added |
| Symphony Financial, Ltd. Co. | 5,269 | $4.64M | 0.77% | +432+8.9% | Added |
| Plimoth Trust Co LLC | 5,227 | $4.63M | 1.17% | −1,113−17.6% | Reduced |
| Pinnacle Bancorp, Inc. | 5,223 | $4.63M | 1.24% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 5,212 | $4.62M | 1.40% | −400−7.1% | Reduced |
| Invesco, LLC | 5,205 | $4.61M | 1.84% | +22+0.4% | Added |
| Executive Wealth Management, LLC | 5,200 | $4.61M | 0.36% | +5,200 | New |
| Proficio Capital Partners LLC | 5,177 | $4.59M | 0.46% | −1,405−21.3% | Reduced |
| Quent Capital, LLC | 5,151 | $4.56M | 0.46% | +24+0.5% | Added |
| Advisors Capital Management, LLC | 5,139 | $4.55M | 0.07% | −829−13.9% | Reduced |
| 9258 Wealth Management, LLC | 5,126 | $4.54M | 0.67% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 5,126 | $4.54M | 0.73% | +4,220+465.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,121 | $4.54M | 0.45% | −50−1.0% | Reduced |
| Atlantic Trust, LLC | 5,121 | $4.54M | 1.09% | +33+0.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,121 | $4.54M | 0.77% | +117+2.3% | Added |
| Amarillo National Bank | 5,109 | $4.53M | 0.83% | −250−4.7% | Reduced |
| Advisor OS, LLC | 5,103 | $4.52M | 0.45% | +413+8.8% | Added |
| Peddock Capital Advisors, LLC | 5,101 | $4.52M | 1.09% | 00.0% | Unchanged |
| Courier Capital LLC | 5,082 | $4.50M | 0.31% | +41+0.8% | Added |
| Hamilton Point Investment Advisors, LLC | 5,079 | $4.50M | 0.81% | −199−3.8% | Reduced |
| 3Chopt Investment Partners, LLC | 5,078 | $4.50M | 1.61% | +1,332+35.6% | Added |
| Transform Wealth, LLC | 5,071 | $4.49M | 0.30% | −191−3.6% | Reduced |
| Concord Wealth Partners | 5,067 | $4.49M | 0.75% | +416+8.9% | Added |
| Capital Square, LLC | 5,060 | $4.48M | 2.72% | −192−3.7% | Reduced |
| Sage Mountain Advisors LLC | 5,060 | $4.48M | 0.38% | +198+4.1% | Added |
| Teza Capital Management LLC | 5,040 | $4.47M | 0.49% | +343+7.3% | Added |
| Terra Nova Asset Management LLC | 5,034 | $4.46M | 3.31% | −32−0.6% | Reduced |
| Brass Tax Wealth Management, Inc | 5,032 | $4.46M | 0.95% | +997+24.7% | Added |
| Boston Financial Mangement LLC | 5,020 | $4.45M | 0.13% | +13+0.3% | Added |
| NBC Securities, Inc. | 5,019 | $4.45M | 0.37% | +228+4.8% | Added |
| Hamilton Wealth, LLC | 5,011 | $4.44M | 1.09% | +4,445+785.3% | Added |
| Birinyi Associates Inc | 5,008 | $4.44M | 1.27% | +228+4.8% | Added |
| Keudell/Morrison Wealth Management | 5,006 | $4.44M | 1.20% | +186+3.9% | Added |
| Sentry LLC | 5,005 | $4.43M | 0.85% | +10.0% | Added |
| Wealth High Governance Capital Ltda | 5,000 | $4.43M | 1.55% | −5,000−50.0% | Reduced |
| Waycross Partners, LLC | 5,000 | $4.43M | 0.61% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,976 | $4.41M | 0.26% | −754−13.2% | Reduced |
| NVWM, LLC | 4,972 | $4.41M | 1.12% | −120−2.4% | Reduced |
| J. Goldman & Co LP | 4,958 | $4.39M | 0.19% | +4,958 | New |
| Kovack Advisors, Inc. | 4,956 | $4.39M | 0.47% | +440+9.7% | Added |
| High Net Worth Advisory Group LLC | 4,952 | $4.39M | 1.22% | −102−2.0% | Reduced |
| Cladis Investment Advisory, LLC | 4,944 | $4.38M | 3.04% | −900−15.4% | Reduced |
| WNY Asset Management, LLC | 4,944 | $4.38M | 0.51% | −15−0.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,935 | $4.37M | 1.53% | +1,085+28.2% | Added |
| StoneCrest Wealth Management, Inc. | 4,932 | $4.37M | 3.18% | +7+0.1% | Added |
| Resonant Capital Advisors, LLC | 4,927 | $4.37M | 0.32% | −574−10.4% | Reduced |
| Elevatus Welath Management | 4,923 | $4.36M | 1.43% | −1,125−18.6% | Reduced |
| Sweet Financial Partners, LLC | 4,919 | $4.36M | 0.94% | −112−2.2% | Reduced |
| Blueprint Investment Partners LLC | 4,917 | $4.36M | 0.79% | +225+4.8% | Added |
| Vista Investment Partners LLC | 4,905 | $4.35M | 1.39% | −10.0% | Reduced |
| Appleton Partners Inc | 4,888 | $4.33M | 0.32% | −58−1.2% | Reduced |
| Northwest Bancshares, Inc. | 4,886 | $4.33M | 0.74% | −227−4.4% | Reduced |