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 |
|---|---|---|---|---|---|
| CHB Investment Group, LLC | 3,120 | $2.76M | 1.47% | +3,120 | New |
| Game Plan Financial Advisors, LLC | 3,117 | $2.76M | 1.34% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 3,101 | $2.75M | 1.92% | +664+27.2% | Added |
| Lumbard & Kellner, LLC | 3,093 | $2.74M | 1.21% | −187−5.7% | Reduced |
| BLB&B Advisors, LLC | 3,092 | $2.74M | 0.14% | +15+0.5% | Added |
| Prosperitas Financial LLC | 3,089 | $2.74M | 1.47% | +191+6.6% | Added |
| Warther Private Wealth, LLC | 3,080 | $2.73M | 0.96% | −885−22.3% | Reduced |
| Legato Capital Management LLC | 3,077 | $2.73M | 0.34% | 00.0% | Unchanged |
| Breakwater Capital Group | 3,074 | $2.72M | 0.55% | −72−2.3% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 3,073 | $2.72M | 0.51% | +2,711+748.9% | Added |
| Barden Capital Management, Inc. | 3,070 | $2.72M | 2.39% | −194−5.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,067 | $2.72M | 0.74% | −6−0.2% | Reduced |
| New Century Financial Group, LLC | 3,057 | $2.71M | 0.99% | +872+39.9% | Added |
| Napa Wealth Management | 3,048 | $2.70M | 1.28% | +2,412+379.2% | Added |
| Alta Wealth Advisors LLC | 3,045 | $2.70M | 1.23% | −7−0.2% | Reduced |
| Wilkins Investment Counsel Inc | 3,044 | $2.70M | 0.37% | −60−1.9% | Reduced |
| Alera Investment Advisors, LLC | 3,041 | $2.69M | 0.32% | +317+11.6% | Added |
| Crown Wealth Group, LLC | 3,041 | $2.69M | 1.17% | −205−6.3% | Reduced |
| KPP Advisory Services LLC | 3,031 | $2.69M | 0.64% | +169+5.9% | Added |
| Capasso Planning Partners LLC | 3,031 | $2.69M | 0.79% | −196−6.1% | Reduced |
| Physicians Financial Services, Inc. | 3,029 | $2.68M | 0.83% | +165+5.8% | Added |
| Quadcap Wealth Management, LLC | 3,026 | $2.68M | 0.42% | +376+14.2% | Added |
| Means Investment Co., Inc. | 3,016 | $2.67M | 0.30% | +43+1.4% | Added |
| RiverPark Advisors, LLC | 3,016 | $2.67M | 2.18% | +561+22.9% | Added |
| Legacy Financial Advisors, Inc. | 3,016 | $2.67M | 0.45% | +68+2.3% | Added |
| Carmichael Hill & Associates, Inc. | 3,013 | $2.67M | 0.99% | +6+0.2% | Added |
| Quotient Wealth Partners, LLC | 3,009 | $2.67M | 0.09% | −104−3.3% | Reduced |
| Mattern Wealth Management LLC | 3,004 | $2.66M | 0.58% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 3,001 | $2.66M | 0.16% | +104+3.6% | Added |
| Deseret Mutual Benefit Administrators | 2,995 | $2.65M | 1.35% | −307−9.3% | Reduced |
| SFMG, LLC | 2,990 | $2.65M | 0.21% | −229−7.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,984 | $2.64M | 1.94% | +56+1.9% | Added |
| Connecticut Wealth Management, LLC | 2,981 | $2.64M | 0.13% | −219−6.8% | Reduced |
| Eisler Capital (US) LLC | 2,975 | $2.64M | 0.49% | +2,975 | New |
| Good Life Advisors, LLC | 2,973 | $2.63M | 0.16% | +374+14.4% | Added |
| Kestra Investment Management, LLC | 2,972 | $2.63M | 0.11% | +2,972 | New |
| Sonora Investment Management Group, LLC | 2,965 | $2.63M | 0.19% | +553+22.9% | Added |
| Scholtz & Company, LLC | 2,963 | $2.63M | 1.24% | −1,432−32.6% | Reduced |
| Patten Group, Inc. | 2,960 | $2.62M | 0.58% | −65−2.1% | Reduced |
| Castle Rock Wealth Management, LLC | 2,902 | $2.62M | 0.63% | +3+0.1% | Added |
| Rockline Wealth Management, LLC | 2,947 | $2.61M | 0.74% | +228+8.4% | Added |
| Stiles Financial Services Inc | 2,946 | $2.61M | 0.92% | −126−4.1% | Reduced |
| KKM Financial LLC | 2,941 | $2.61M | 1.29% | +222+8.2% | Added |
| Capital Investment Counsel, LLC | 2,936 | $2.60M | 0.45% | +24+0.8% | Added |
| LRI Investments, LLC | 3,306 | $2.60M | 0.25% | +1,056+46.9% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,927 | $2.59M | 0.60% | +3+0.1% | Added |
| Forza Wealth Management, LLC | 2,925 | $2.59M | 1.19% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,918 | $2.59M | 0.09% | +490+20.2% | Added |
| Guardian Capital Advisors LP | 2,922 | $2.58M | 0.25% | −95−3.1% | Reduced |
| Clare Market Investments LLC | 2,913 | $2.58M | 0.68% | +950+48.4% | Added |
| Planned Solutions, Inc. | 2,913 | $2.58M | 1.05% | −328−10.1% | Reduced |
| Westwood Wealth Management | 2,910 | $2.58M | 1.01% | +970+50.0% | Added |
| PSI Advisors, LLC | 2,908 | $2.58M | 0.75% | +13+0.4% | Added |
| John G Ullman & Associates Inc | 2,908 | $2.58M | 0.37% | −450−13.4% | Reduced |
| Keel Point, LLC | 2,897 | $2.57M | 0.21% | −122−4.0% | Reduced |
| Leo Wealth, LLC | 2,892 | $2.56M | 0.23% | −623−17.7% | Reduced |
| Gold Investment Management Ltd. | 2,887 | $2.56M | 1.07% | −1,261−30.4% | Reduced |
| Maven Securities LTD | 2,885 | $2.56M | 0.29% | −670−18.8% | Reduced |
| Bey-Douglas LLC | 2,885 | $2.56M | 2.24% | +2,885 | New |
| Wolf Group Capital Advisors | 5,440 | $2.55M | 1.22% | +2,163+66.0% | Added |
| First County Bank | 2,873 | $2.55M | 1.26% | −238−7.7% | Reduced |
| Laraway Financial Inc | 2,872 | $2.54M | 2.03% | −23−0.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,870 | $2.54M | 0.59% | +99+3.6% | Added |
| Nikulski Financial, Inc. | 2,869 | $2.54M | 0.76% | +816+39.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,858 | $2.53M | 0.62% | +730+34.3% | Added |
| MCF Advisors LLC | 2,850 | $2.52M | 0.18% | +2+0.1% | Added |
| Pegasus Asset Management, Inc. | 2,848 | $2.52M | 0.96% | +15+0.5% | Added |
| Greenwich Wealth Management LLC | 2,847 | $2.52M | 0.17% | +439+18.2% | Added |
| Marino, Stram & Associates LLC | 2,842 | $2.52M | 0.56% | +28+1.0% | Added |
| Chilton Investment Co LLC | 2,837 | $2.51M | 0.07% | −335−10.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,830 | $2.51M | 0.33% | +9+0.3% | Added |
| Monument Capital Management | 2,829 | $2.51M | 0.69% | −13−0.5% | Reduced |
| RKL Wealth Management LLC | 2,818 | $2.50M | 0.23% | −86−3.0% | Reduced |
| SP Asset Management LLC | 2,814 | $2.49M | 0.21% | +4+0.1% | Added |
| J. Stern & Co. LLP | 2,812 | $2.49M | 0.27% | +902+47.2% | Added |
| Chapman Investment Management, LLC | 2,810 | $2.49M | 1.82% | +4+0.1% | Added |
| Kavar Capital Partners Group, LLC | 2,808 | $2.49M | 0.39% | −35−1.2% | Reduced |
| Stonebrook Private Inc. | 2,808 | $2.49M | 0.66% | +158+6.0% | Added |
| Samalin Investment Counsel, LLC | 2,807 | $2.49M | 1.08% | −224−7.4% | Reduced |
| West Paces Advisors Inc. | 2,804 | $2.48M | 0.61% | +16+0.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,799 | $2.48M | 0.93% | +3+0.1% | Added |
| IFG Advisory, LLC | 2,798 | $2.48M | 0.16% | −182−6.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,797 | $2.48M | 0.30% | 00.0% | Unchanged |
| Hudock, Inc. | 2,797 | $2.48M | 0.43% | +23+0.8% | Added |
| FCG Investment Co | 2,791 | $2.47M | 1.62% | +34+1.2% | Added |
| MRP Capital Investments, LLC | 2,777 | $2.46M | 2.34% | −178−6.0% | Reduced |
| Camden Capital, LLC | 2,741 | $2.43M | 0.26% | +641+30.5% | Added |
| Personal Cfo Solutions, LLC | 2,740 | $2.43M | 0.34% | −15−0.5% | Reduced |
| Bullock Wealth Management Group | 2,741 | $2.42M | 1.46% | +333+13.8% | Added |
| Tran Capital Management, L.P. | 2,734 | $2.42M | 0.26% | +2,734 | New |
| Harvest Investment Services, LLC | 2,734 | $2.42M | 0.77% | −160−5.5% | Reduced |
| Private Portfolio Partners LLC | 2,730 | $2.42M | 0.45% | +2,730 | New |
| Archer Investment Corp | 2,728 | $2.42M | 0.65% | −386−12.4% | Reduced |
| Broderick Brian C | 2,728 | $2.42M | 0.47% | −24−0.9% | Reduced |
| Fairfield, Bush & Co. | 2,726 | $2.42M | 1.44% | +425+18.5% | Added |
| L.M. Kohn & Company | 2,725 | $2.41M | 0.61% | +323+13.4% | Added |
| Mitchell Sinkler & Starr | 3,066 | $2.41M | 0.61% | +399+15.0% | Added |
| E&G Advisors, LP | 2,731 | $2.41M | 0.67% | +180+7.1% | Added |
| Alpine Bank Wealth Management | 2,712 | $2.40M | 0.38% | +2,712 | New |
| Relyea Zuckerberg Hanson LLC | 2,710 | $2.40M | 0.37% | +68+2.6% | Added |