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 $942.7B 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| LM Advisors LLC | 4,884 | $4.33M | 0.88% | −110−2.2% | Reduced |
| WSFS Capital Management, LLC | 4,868 | $4.31M | 0.23% | −19−0.4% | Reduced |
| Schulhoff & Co Inc | 4,860 | $4.31M | 1.80% | −20−0.4% | Reduced |
| First Financial Corp | 4,857 | $4.30M | 2.05% | −553−10.2% | Reduced |
| Catalyst Financial Partners LLC | 4,842 | $4.29M | 0.84% | +166+3.6% | Added |
| Fort Sheridan Advisors LLC | 4,842 | $4.29M | 0.65% | −26−0.5% | Reduced |
| united american securities inc. (d/b/a uas asset management) | 4,840 | $4.29M | 1.04% | −7,236−59.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,839 | $4.29M | 0.17% | −64−1.3% | Reduced |
| Woodmont Investment Counsel LLC | 4,831 | $4.28M | 0.32% | −41−0.8% | Reduced |
| Joel Isaacson & Co., LLC | 4,830 | $4.28M | 0.20% | −410−7.8% | Reduced |
| Sandbox Financial Partners, LLC | 4,826 | $4.28M | 1.51% | +169+3.6% | Added |
| Angeles Wealth Management, LLC | 4,804 | $4.26M | 0.37% | +397+9.0% | Added |
| Keystone Financial Group | 4,799 | $4.25M | 0.54% | +513+12.0% | Added |
| Freedom Day Solutions, LLC | 4,792 | $4.24M | 1.32% | −116−2.4% | Reduced |
| American Money Management, LLC | 4,787 | $4.24M | 0.85% | +30+0.6% | Added |
| Simon Quick Advisors, LLC | 4,781 | $4.24M | 0.27% | +675+16.4% | Added |
| Sound Income Strategies, LLC | 4,776 | $4.23M | 0.27% | +15+0.3% | Added |
| Diversify Wealth Management, LLC | 4,683 | $4.23M | 0.41% | +191+4.3% | Added |
| Dantai Capital Ltd | 4,760 | $4.22M | 5.35% | 00.0% | Unchanged |
| Jackson Square Partners, LLC | 4,752 | $4.21M | 0.36% | −1,785−27.3% | Reduced |
| KRS Capital Management, LLC | 4,750 | $4.21M | 3.07% | −20−0.4% | Reduced |
| KG&L Capital Management,LLC | 4,733 | $4.19M | 1.35% | +182+4.0% | Added |
| Guardian Wealth Advisors, LLC | 4,719 | $4.18M | 0.45% | −166−3.4% | Reduced |
| Manchester Capital Management LLC | 4,704 | $4.17M | 0.49% | +538+12.9% | Added |
| Dearborn Partners LLC | 4,703 | $4.17M | 0.17% | +55+1.2% | Added |
| Heartland Bank & Trust Co | 4,701 | $4.16M | 2.25% | −62−1.3% | Reduced |
| Hudson Canyon Capital Management | 4,683 | $4.15M | 2.68% | 00.0% | Unchanged |
| Adirondack Trust Co | 4,682 | $4.15M | 1.60% | +95+2.1% | Added |
| SevenBridge Financial Group, LLC | 4,976 | $4.14M | 0.80% | +561+12.7% | Added |
| Van Strum & Towne Inc. | 4,675 | $4.14M | 1.43% | −600−11.4% | Reduced |
| Finivi Inc. | 4,648 | $4.12M | 3.34% | −401−7.9% | Reduced |
| NFP Retirement, Inc. | 4,627 | $4.10M | 0.33% | +30+0.7% | Added |
| Evernest Financial Advisors, LLC | 4,626 | $4.10M | 1.10% | −94−2.0% | Reduced |
| West Family Investments, Inc. | 4,623 | $4.10M | 1.39% | +255+5.8% | Added |
| Peterson Wealth Services | 4,617 | $4.09M | 1.31% | +100+2.2% | Added |
| Tyche Wealth Partners LLC | 4,617 | $4.09M | 0.93% | +163+3.7% | Added |
| AA Financial Advisors, LLC | 4,607 | $4.08M | 1.18% | +318+7.4% | Added |
| Draper Asset Management, LLC | 4,606 | $4.08M | 2.95% | −1,274−21.7% | Reduced |
| Regal Investment Advisors LLC | 4,588 | $4.06M | 0.28% | −735−13.8% | Reduced |
| Franchise Capital Ltd | 4,585 | $4.06M | 1.46% | +4,585 | New |
| RMR Wealth Builders | 4,579 | $4.06M | 0.43% | +113+2.5% | Added |
| Tufton Capital Management | 4,577 | $4.05M | 0.76% | +1,110+32.0% | Added |
| Stratos Wealth Advisors, LLC | 4,561 | $4.04M | 0.19% | −21,951−82.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 4,558 | $4.04M | 1.18% | −697−13.3% | Reduced |
| Curbstone Financial Management Corp | 4,554 | $4.03M | 0.86% | −2,086−31.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,545 | $4.03M | 2.89% | −5−0.1% | Reduced |
| Concord Asset Management, LLC | 4,540 | $4.02M | 0.91% | +485+12.0% | Added |
| Ledyard National Bank | 4,536 | $4.02M | 0.37% | +153+3.5% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,534 | $4.02M | 1.47% | −3−0.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,527 | $4.01M | 0.84% | +147+3.4% | Added |
| West Branch Capital LLC | 4,512 | $4.00M | 1.38% | +182+4.2% | Added |
| ABN AMRO Bank N.V. | 4,549 | $4.00M | 0.05% | +3,791+500.1% | Added |
| Wallington Asset Management, LLC | 4,405 | $3.90M | 0.54% | +443+11.2% | Added |
| Fragasso Group Inc. | 4,400 | $3.90M | 0.30% | −343−7.2% | Reduced |
| Silphium Asset Management Ltd | 4,396 | $3.89M | 1.40% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 4,395 | $3.89M | 0.72% | −192−4.2% | Reduced |
| Baader Bank INC | 4,561 | $3.89M | 0.33% | −3,427−42.9% | Reduced |
| Occudo Quantitative Strategies LP | 4,392 | $3.89M | 0.71% | +4,392 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,392 | $3.89M | 0.53% | +299+7.3% | Added |
| Becker Capital Management Inc | 4,388 | $3.89M | 0.13% | +235+5.7% | Added |
| Avidian Wealth Solutions, LLC | 4,387 | $3.89M | 0.18% | +163+3.9% | Added |
| Banco de Sabadell, S.A | 4,390 | $3.89M | 2.91% | −143−3.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 4,369 | $3.87M | 0.22% | +281+6.9% | Added |
| Ballast, Inc. | 4,367 | $3.87M | 1.10% | −65−1.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,366 | $3.87M | 0.59% | −1,061−19.6% | Reduced |
| Blodgett Wealth Advisors, LLC | 4,365 | $3.87M | 3.25% | +35+0.8% | Added |
| Lakeview Capital Partners, LLC | 4,356 | $3.86M | 0.62% | −476−9.9% | Reduced |
| First National Corp | 4,350 | $3.85M | 0.86% | −1,709−28.2% | Reduced |
| Gryphon Financial Partners LLC | 4,346 | $3.85M | 0.52% | +339+8.5% | Added |
| RDA Financial Network | 4,333 | $3.84M | 1.19% | −33−0.8% | Reduced |
| Vectors Research Management, LLC | 4,324 | $3.84M | 1.16% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 4,325 | $3.83M | 0.27% | +57+1.3% | Added |
| Callan Capital, LLC | 4,320 | $3.83M | 0.27% | +377+9.6% | Added |
| Valley National Advisers Inc | 4,318 | $3.83M | 0.69% | −1,583−26.8% | Reduced |
| ING Groep NV | 4,302 | $3.81M | 0.02% | −114,424−96.4% | Reduced |
| Archford Capital Strategies, LLC | 4,084 | $3.80M | 0.57% | +33+0.8% | Added |
| Catalina Capital Group, LLC | 4,282 | $3.79M | 1.29% | +354+9.0% | Added |
| Koshinski Asset Management, Inc. | 4,276 | $3.79M | 0.33% | −354−7.6% | Reduced |
| Towerpoint Wealth, LLC | 4,275 | $3.79M | 1.79% | −3−0.1% | Reduced |
| Philadelphia Trust Co | 4,274 | $3.79M | 0.27% | +20+0.5% | Added |
| Optas, LLC | 4,269 | $3.78M | 0.87% | +1,668+64.1% | Added |
| LMR Partners LLP | 4,268 | $3.78M | 0.08% | +3,769+755.3% | Added |
| Stokes Family Office, LLC | 4,256 | $3.77M | 0.41% | −50−1.2% | Reduced |
| HT Partners LLC | 4,256 | $3.77M | 1.33% | +18+0.4% | Added |
| Wakefield Asset Management LLLP | 4,247 | $3.76M | 1.22% | +33+0.8% | Added |
| Leeward Financial Partners, LLC | 4,227 | $3.74M | 1.41% | +155+3.8% | Added |
| Financial Security Advisor, Inc. | 4,225 | $3.74M | 0.93% | +18+0.4% | Added |
| FNY Investment Advisers, LLC | 4,226 | $3.74M | 1.81% | +4,226 | New |
| Ipswich Investment Management Co., Inc. | 4,224 | $3.74M | 0.87% | −241−5.4% | Reduced |
| Annex Advisory Services, LLC | 4,221 | $3.74M | 0.12% | −182−4.1% | Reduced |
| Pennsylvania Capital Management Inc | 4,221 | $3.74M | 1.34% | +373+9.7% | Added |
| Point Break Capital Management, LLC | 4,221 | $3.74M | 4.39% | −180−4.1% | Reduced |
| JCIC Asset Management Inc. | 4,216 | $3.74M | 1.53% | +42+1.0% | Added |
| Claro Advisors LLC | 4,214 | $3.73M | 0.48% | +384+10.0% | Added |
| Prelude Capital Management, LLC | 4,212 | $3.73M | 0.29% | −3,415−44.8% | Reduced |
| Brooktree Capital Management | 4,206 | $3.73M | 3.03% | −418−9.0% | Reduced |
| CFS Investment Advisory Services, LLC | 4,196 | $3.72M | 0.31% | −2,734−39.5% | Reduced |
| Accurate Wealth Management, LLC | 4,066 | $3.71M | 0.75% | +1,071+35.8% | Added |
| Rehmann Capital Advisory Group | 4,357 | $3.71M | 0.24% | +131+3.1% | Added |
| Boston Research & Management Inc | 4,188 | $3.71M | 0.86% | −245−5.5% | Reduced |