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 |
|---|---|---|---|---|---|
| Hanlon Investment Management, Inc. | 3,601 | $3.19M | 0.89% | −68−1.9% | Reduced |
| Rational Advisors LLC | 3,600 | $3.19M | 0.31% | −409−10.2% | Reduced |
| Accuvest Global Advisors | 3,600 | $3.19M | 2.74% | +3,600 | New |
| Convergence Financial, LLC | 3,596 | $3.19M | 0.68% | +299+9.1% | Added |
| Morningstar Investment Services LLC | 3,617 | $3.17M | 0.03% | +634+21.3% | Added |
| Legacy Wealth Asset Management, LLC | 3,575 | $3.17M | 0.85% | −230−6.0% | Reduced |
| Univest Financial Corp | 3,574 | $3.17M | 0.21% | +1,284+56.1% | Added |
| Trustmark National Bank Trust Department | 3,564 | $3.16M | 0.24% | +125+3.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,552 | $3.15M | 1.25% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 3,538 | $3.13M | 0.36% | −808−18.6% | Reduced |
| Davidson Capital Management Inc. | 3,538 | $3.13M | 0.90% | −493−12.2% | Reduced |
| Patron Partners Advisors, LLC | 3,533 | $3.13M | 1.73% | −25−0.7% | Reduced |
| CIC Wealth, LLC | 3,531 | $3.13M | 0.81% | +324+10.1% | Added |
| Cairn Investment Group, Inc. | 3,530 | $3.13M | 1.73% | −115−3.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,523 | $3.12M | 0.21% | −82−2.3% | Reduced |
| Haverford Trust Co | 3,515 | $3.11M | 0.03% | +31+0.9% | Added |
| InTrack Investment Management Inc | 3,505 | $3.11M | 2.20% | −643−15.5% | Reduced |
| Jefferies Financial Group Inc. | 3,501 | $3.10M | 0.05% | −9,226−72.5% | Reduced |
| David Loasby | 3,497 | $3.10M | 0.29% | +267+8.3% | Added |
| Searle & Co. | 3,485 | $3.09M | 0.77% | −5,351−60.6% | Reduced |
| Glen Eagle Advisors, LLC | 3,479 | $3.08M | 0.52% | +50+1.5% | Added |
| Burns J W & Co Inc | 3,475 | $3.08M | 0.40% | −226−6.1% | Reduced |
| Clear Creek Financial Management, LLC | 3,473 | $3.08M | 0.35% | +322+10.2% | Added |
| Ironwood Investment Counsel, LLC | 3,472 | $3.08M | 0.51% | −8−0.2% | Reduced |
| Capital Market Strategies LLC | 3,470 | $3.07M | 1.85% | +10.0% | Added |
| Guild Investment Management, Inc. | 3,449 | $3.06M | 3.36% | −88−2.5% | Reduced |
| Roundview Capital LLC | 3,445 | $3.05M | 0.22% | +91+2.7% | Added |
| Sippican Capital Advisors | 3,444 | $3.05M | 2.13% | −25−0.7% | Reduced |
| Strategic Planning Group, LLC | 3,434 | $3.04M | 0.60% | +139+4.2% | Added |
| Aureus Asset Management, LLC | 3,431 | $3.04M | 0.20% | +2+0.1% | Added |
| J. L. Bainbridge & Co., Inc. | 3,430 | $3.04M | 0.29% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 3,430 | $3.04M | 1.04% | −107−3.0% | Reduced |
| Guardian Asset Advisors, LLC | 3,423 | $3.03M | 2.06% | +56+1.7% | Added |
| Cornerstone Wealth Management, LLC | 3,418 | $3.03M | 0.21% | +1,531+81.1% | Added |
| PFG Advisors | 3,417 | $3.03M | 0.19% | +53+1.6% | Added |
| Oxford Wealth Group, LLC | 3,416 | $3.03M | 2.46% | −621−15.4% | Reduced |
| Legacy Bridge, LLC | 3,407 | $3.02M | 1.63% | −55−1.6% | Reduced |
| Hanson & Doremus Investment Management | 3,407 | $3.02M | 0.48% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 3,397 | $3.01M | 0.31% | +255+8.1% | Added |
| Berkshire Bank | 3,392 | $3.01M | 0.70% | −2−0.1% | Reduced |
| First National Bank & Trust Co of Newtown | 3,384 | $3.00M | 0.57% | −100−2.9% | Reduced |
| Humankind Investments LLC | 3,383 | $3.00M | 1.08% | −464−12.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 3,368 | $2.98M | 1.76% | −552−14.1% | Reduced |
| Spirit of America Management Corp | 3,365 | $2.98M | 0.59% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,352 | $2.97M | 1.08% | +55+1.7% | Added |
| Tectonic Advisors LLC | 3,342 | $2.96M | 0.19% | +4+0.1% | Added |
| Campion Asset Management LLC | 3,340 | $2.96M | 2.17% | −25−0.7% | Reduced |
| Stablepoint Partners, LLC | 3,339 | $2.96M | 0.54% | −147−4.2% | Reduced |
| Ifrah Financial Services, Inc. | 3,337 | $2.96M | 0.80% | −100−2.9% | Reduced |
| CBOE Vest Financial, LLC | 3,335 | $2.95M | 0.06% | +2,224+200.2% | Added |
| TFG Advisers LLC | 3,334 | $2.95M | 1.06% | +32+1.0% | Added |
| Laurion Capital Management LP | 3,328 | $2.95M | 0.19% | +3,328 | New |
| Sentry Investment Management LLC | 3,321 | $2.94M | 1.24% | −513−13.4% | Reduced |
| Massmutual Trust Co FSB | 3,315 | $2.94M | 0.08% | −219−6.2% | Reduced |
| Boston Trust Walden Corp | 3,304 | $2.93M | 0.02% | −29−0.9% | Reduced |
| Axq Capital, LP | 3,304 | $2.93M | 0.88% | +3,304 | New |
| Main Street Research LLC | 3,302 | $2.93M | 0.18% | +24+0.7% | Added |
| Graphene Investments SAS | 3,300 | $2.92M | 1.87% | −300−8.3% | Reduced |
| LVW Advisors, LLC | 3,299 | $2.92M | 0.37% | −94−2.8% | Reduced |
| Hollencrest Capital Management | 3,295 | $2.92M | 0.12% | +1,952+145.3% | Added |
| Biltmore Family Office, LLC | 3,293 | $2.92M | 0.50% | +288+9.6% | Added |
| DF Dent & Co Inc | 3,288 | $2.91M | 0.04% | −190−5.5% | Reduced |
| MJP Associates Inc | 3,280 | $2.91M | 0.55% | +276+9.2% | Added |
| Barr E S & Co | 3,275 | $2.90M | 0.18% | +14+0.4% | Added |
| Qsemble Capital Management, LP | 3,272 | $2.90M | 0.53% | +3,272 | New |
| Linscomb & Williams, Inc. | 3,270 | $2.90M | 0.14% | −3−0.1% | Reduced |
| Midland Wealth Advisors LLC | 3,267 | $2.89M | 0.17% | −489−13.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,267 | $2.89M | 0.01% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 3,267 | $2.89M | 1.28% | +451+16.0% | Added |
| Osborne Partners Capital Management, LLC | 3,262 | $2.89M | 0.16% | −189−5.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,258 | $2.89M | 0.73% | +81+2.5% | Added |
| Bangor Savings Bank | 3,257 | $2.89M | 0.27% | −4−0.1% | Reduced |
| Catalytic Wealth RIA, LLC | 3,254 | $2.88M | 0.50% | +74+2.3% | Added |
| Veracity Capital LLC | 3,252 | $2.88M | 1.10% | +93+2.9% | Added |
| MONECO Advisors, LLC | 3,237 | $2.87M | 0.36% | +109+3.5% | Added |
| BSW Wealth Partners | 3,236 | $2.87M | 0.43% | +134+4.3% | Added |
| True North Advisors, LLC | 3,225 | $2.86M | 0.75% | −42−1.3% | Reduced |
| Synergy Financial Management, LLC | 3,212 | $2.85M | 0.43% | −9,980−75.7% | Reduced |
| Congress Park Capital LLC | 3,208 | $2.84M | 1.05% | −22−0.7% | Reduced |
| Accredited Investors Inc. | 3,203 | $2.84M | 0.16% | −15−0.5% | Reduced |
| AdvisorNet Financial, Inc | 3,198 | $2.83M | 0.21% | +226+7.6% | Added |
| Capitol Family Office, Inc. | 3,191 | $2.83M | 3.50% | −56−1.7% | Reduced |
| High Note Wealth, LLC | 3,188 | $2.82M | 0.81% | −24−0.7% | Reduced |
| Souders Financial Advisors | 3,187 | $2.82M | 0.39% | −22−0.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 3,179 | $2.82M | 0.93% | +49+1.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 3,110 | $2.82M | 1.06% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 3,175 | $2.81M | 0.51% | −3,240−50.5% | Reduced |
| New Covenant Trust Company, N.A. | 3,203 | $2.81M | 2.72% | +170+5.6% | Added |
| Optimist Retirement Group LLC | 3,164 | $2.80M | 1.27% | +531+20.2% | Added |
| Garrett Investment Advisors LLC | 3,159 | $2.80M | 0.28% | +442+16.3% | Added |
| Portside Wealth Group, LLC | 3,158 | $2.80M | 0.48% | +365+13.1% | Added |
| McAdam, LLC | 3,150 | $2.79M | 0.16% | +181+6.1% | Added |
| River Street Advisors LLC | 3,149 | $2.79M | 1.51% | −17−0.5% | Reduced |
| Marcum Wealth, LLC | 3,144 | $2.79M | 0.26% | +247+8.5% | Added |
| SlateStone Wealth, LLC | 3,144 | $2.79M | 0.25% | +81+2.6% | Added |
| Taylor Financial Group, Inc. | 3,138 | $2.78M | 1.92% | −10−0.3% | Reduced |
| Mayflower Financial Advisors, LLC | 3,135 | $2.78M | 0.42% | +37+1.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,132 | $2.78M | 0.30% | +13+0.4% | Added |
| City State Bank | 3,127 | $2.77M | 1.01% | −102−3.2% | Reduced |
| Community Bank, N.A. | 3,123 | $2.77M | 0.35% | −696−18.2% | Reduced |