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 |
|---|---|---|---|---|---|
| Aries Wealth Management | 4,186 | $3.71M | 1.02% | +898+27.3% | Added |
| Lokken Investment Group LLC | 4,169 | $3.69M | 1.54% | −30−0.7% | Reduced |
| Marshall Financial Group LLC | 4,165 | $3.69M | 0.88% | −67−1.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,149 | $3.68M | 1.98% | −123−2.9% | Reduced |
| United Asset Strategies, Inc. | 4,143 | $3.67M | 0.34% | −1,153−21.8% | Reduced |
| Eqis Capital Management, Inc. | 4,142 | $3.67M | 0.29% | +314+8.2% | Added |
| CRA Financial Services, LLC | 4,133 | $3.66M | 0.67% | +98+2.4% | Added |
| Simplicity Wealth,LLC | 4,132 | $3.66M | 0.34% | −47,466−92.0% | Reduced |
| Eventide Asset Management, LLC | 4,128 | $3.66M | 0.06% | +2,946+249.2% | Added |
| Horizon Kinetics Asset Management LLC | 4,116 | $3.65M | 0.05% | −141−3.3% | Reduced |
| BCGM Wealth Management, LLC | 4,115 | $3.65M | 1.18% | +20.0% | Added |
| Cordatus Wealth Management LLC | 4,109 | $3.64M | 1.31% | −394−8.7% | Reduced |
| Thomasville National Bank | 4,108 | $3.64M | 0.27% | −53−1.3% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 4,101 | $3.63M | 0.87% | +45+1.1% | Added |
| CMG Global Holdings, LLC | 4,101 | $3.63M | 2.05% | −10−0.2% | Reduced |
| Ameliora Wealth Management Ltd. | 4,099 | $3.63M | 1.51% | −488−10.6% | Reduced |
| Certified Advisory Corp | 4,095 | $3.63M | 0.40% | +31+0.8% | Added |
| Greater Midwest Financial Group, LLC | 4,080 | $3.61M | 2.12% | +62+1.5% | Added |
| Eagle Wealth Strategies LLC | 4,079 | $3.61M | 2.64% | +39+1.0% | Added |
| Grimes & Company, Inc. | 4,073 | $3.61M | 0.10% | +326+8.7% | Added |
| Trust Point Inc. | 4,050 | $3.59M | 0.27% | +290+7.7% | Added |
| Pinpoint Asset Management Ltd | 4,050 | $3.59M | 0.77% | +841+26.2% | Added |
| Argent Advisors, Inc. | 4,041 | $3.58M | 1.33% | −5−0.1% | Reduced |
| Evermay Wealth Management LLC | 4,040 | $3.58M | 0.58% | −33−0.8% | Reduced |
| Tritonpoint Wealth, LLC | 4,076 | $3.58M | 0.33% | +241+6.3% | Added |
| Mount Yale Investment Advisors, LLC | 4,030 | $3.57M | 0.34% | −189−4.5% | Reduced |
| Geller Advisors LLC | 4,026 | $3.57M | 0.25% | −363−8.3% | Reduced |
| Copperwynd Financial, LLC | 4,019 | $3.56M | 1.07% | +40+1.0% | Added |
| Kesler, Norman & Wride, LLC | 4,014 | $3.56M | 0.70% | +372+10.2% | Added |
| Etesian Wealth Advisors, Inc. | 3,997 | $3.54M | 1.60% | −56−1.4% | Reduced |
| Consilium Wealth Advisory, LLC | 3,982 | $3.53M | 1.93% | −545−12.0% | Reduced |
| Gladius Capital Management LP | 3,981 | $3.53M | 2.12% | +2,774+229.8% | Added |
| Sompo Asset Management Co., Ltd. | 3,980 | $3.53M | 0.55% | +110+2.8% | Added |
| Aspen Grove Capital, LLC | 3,975 | $3.52M | 0.78% | −66−1.6% | Reduced |
| Berkshire Asset Management LLC | 3,886 | $3.52M | 0.18% | 00.0% | Unchanged |
| Doheny Asset Management | 3,970 | $3.52M | 2.40% | +90+2.3% | Added |
| Diversified, LLC | 3,948 | $3.50M | 0.38% | −10.0% | Reduced |
| Diversified Enterprises, LLC | 3,948 | $3.50M | 0.38% | +3,948 | New |
| Norden Group LLC | 3,939 | $3.49M | 0.41% | +1,859+89.4% | Added |
| Spears Abacus Advisors LLC | 3,934 | $3.49M | 0.07% | +734+22.9% | Added |
| First Heartland Consultants, Inc. | 3,931 | $3.48M | 0.38% | −234−5.6% | Reduced |
| Kathmere Capital Management, LLC | 3,919 | $3.47M | 0.33% | −67−1.7% | Reduced |
| Mechanics Bank Trust Department | 3,916 | $3.47M | 0.46% | +22+0.6% | Added |
| First Dallas Securities Inc. | 3,912 | $3.47M | 1.45% | −191−4.7% | Reduced |
| Western Financial Corp | 3,909 | $3.46M | 1.97% | +34+0.9% | Added |
| Bourne Lent Asset Management Inc | 3,907 | $3.46M | 1.31% | +19+0.5% | Added |
| Ascent Wealth Partners, LLC | 3,890 | $3.45M | 0.48% | +599+18.2% | Added |
| Lee Johnson Capital Management, LLC | 3,889 | $3.45M | 1.77% | +3,889 | New |
| Peterson Wealth Management | 3,886 | $3.44M | 2.20% | −801−17.1% | Reduced |
| Cox Capital Mgt LLC | 3,886 | $3.44M | 2.06% | +2,311+146.7% | Added |
| Oakworth Capital, Inc. | 3,884 | $3.44M | 0.24% | +79+2.1% | Added |
| Triangle Securities Wealth Management | 3,882 | $3.44M | 0.89% | −337−8.0% | Reduced |
| Caas Capital Management LP | 3,868 | $3.43M | 2.34% | +2,460+174.7% | Added |
| Westwood Holdings Group Inc. | 3,866 | $3.43M | 0.01% | −46−1.2% | Reduced |
| JT Stratford LLC | 3,860 | $3.42M | 0.58% | −332−7.9% | Reduced |
| Millennium Capital Advisors, LLC | 3,843 | $3.40M | 2.22% | +53+1.4% | Added |
| Fishman Jay A Ltd | 3,841 | $3.40M | 0.34% | +180+4.9% | Added |
| Howland Capital Management LLC | 3,839 | $3.40M | 0.15% | −693−15.3% | Reduced |
| RB Capital Management, LLC | 3,835 | $3.40M | 0.80% | +868+29.3% | Added |
| Beach Investment Counsel Inc | 3,830 | $3.39M | 0.42% | 00.0% | Unchanged |
| Somerville Kurt F | 3,822 | $3.39M | 0.55% | −128−3.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 3,819 | $3.38M | 1.69% | −3,615−48.6% | Reduced |
| Entropy Technologies, LP | 3,812 | $3.38M | 0.35% | −224−5.6% | Reduced |
| Ellevest, Inc. | 3,800 | $3.37M | 0.19% | +38+1.0% | Added |
| Owen LaRue, LLC | 3,797 | $3.36M | 1.79% | −1,620−29.9% | Reduced |
| EverSource Wealth Advisors, LLC | 3,795 | $3.36M | 0.21% | +177+4.9% | Added |
| Ashton Thomas Securities, LLC | 3,782 | $3.35M | 0.65% | +1,103+41.2% | Added |
| Shilanski & Associates, Inc. | 3,774 | $3.34M | 1.09% | +130+3.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,757 | $3.33M | 0.32% | −19−0.5% | Reduced |
| Quantbot Technologies LP | 3,757 | $3.33M | 0.13% | +2,012+115.3% | Added |
| Hills Bank & Trust Co | 3,745 | $3.32M | 0.25% | +360+10.6% | Added |
| Fiduciary Alliance LLC | 3,727 | $3.30M | 0.44% | +3,004+415.5% | Added |
| Wealth Management Associates, Inc. | 3,710 | $3.29M | 1.45% | −8−0.2% | Reduced |
| Summit X, LLC | 3,626 | $3.29M | 0.80% | −31−0.8% | Reduced |
| Opinicus Capital, Inc. | 3,707 | $3.28M | 2.63% | +61+1.7% | Added |
| RF&L Wealth Management, LLC | 3,704 | $3.28M | 2.32% | −30−0.8% | Reduced |
| Wright Investors Service Inc | 3,689 | $3.27M | 0.86% | 00.0% | Unchanged |
| O'Neil Global Advisors, Inc. | 3,680 | $3.26M | 0.83% | −3,356−47.7% | Reduced |
| Kuhn & Co Investment Counsel | 3,671 | $3.25M | 2.77% | −31−0.8% | Reduced |
| Caxton Associates LP | 3,670 | $3.25M | 0.15% | −1,461−28.5% | Reduced |
| VeraBank, N.A. | 3,666 | $3.25M | 0.95% | −3−0.1% | Reduced |
| Moseley Investment Management Inc | 3,663 | $3.25M | 1.29% | −8−0.2% | Reduced |
| Eagle Rock Investment Company, LLC | 3,662 | $3.24M | 0.54% | −2−0.1% | Reduced |
| Carr Financial Group Corp | 3,660 | $3.24M | 0.97% | −435−10.6% | Reduced |
| Strengthening Families & Communities, LLC | 3,659 | $3.24M | 0.83% | +3,216+726.0% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 3,659 | $3.24M | 0.45% | −21,324−85.4% | Reduced |
| WealthShield Partners, LLC | 3,658 | $3.24M | 0.44% | −146−3.8% | Reduced |
| Probity Advisors, Inc. | 3,658 | $3.24M | 0.62% | −335−8.4% | Reduced |
| Olistico Wealth, LLC | 3,657 | $3.24M | 1.98% | −228−5.9% | Reduced |
| Principal Street Partners, LLC | 3,585 | $3.23M | 0.53% | +1,305+57.2% | Added |
| Little House Capital LLC | 3,644 | $3.23M | 0.93% | −5−0.1% | Reduced |
| United Bank | 3,635 | $3.22M | 1.49% | −30−0.8% | Reduced |
| Avantax Planning Partners, Inc. | 3,633 | $3.22M | 0.12% | −1,141−23.9% | Reduced |
| Burton Enright Welch | 3,629 | $3.22M | 0.69% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 3,619 | $3.21M | 2.27% | −250−6.5% | Reduced |
| Clean Yield Group | 3,619 | $3.21M | 1.02% | −18−0.5% | Reduced |
| Advisory Alpha, LLC | 3,618 | $3.21M | 0.11% | +410+12.8% | Added |
| Cornerstone Enterprises, LLC | 3,618 | $3.21M | 2.01% | +609+20.2% | Added |
| Van Cleef Asset Management,Inc | 3,611 | $3.20M | 0.36% | 00.0% | Unchanged |
| First Citizens Financial Corp | 3,608 | $3.20M | 1.69% | −58−1.6% | Reduced |