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 |
|---|---|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | 2,059 | $1.82M | 0.08% | +195+10.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,056 | $1.82M | 1.10% | +108+5.5% | Added |
| First Commonwealth Financial Corp | 2,056 | $1.82M | 0.44% | +16+0.8% | Added |
| Frisch Financial Group, Inc. | 2,054 | $1.82M | 0.55% | −369−15.2% | Reduced |
| LCNB Corp | 2,051 | $1.82M | 0.64% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 2,050 | $1.82M | 0.20% | −4−0.2% | Reduced |
| Cim Investment Mangement Inc | 2,048 | $1.81M | 0.54% | −89−4.2% | Reduced |
| Marco Investment Management LLC | 2,047 | $1.81M | 0.16% | −66−3.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,047 | $1.81M | 1.44% | +126+6.6% | Added |
| Red Door Wealth Management, LLC | 2,045 | $1.81M | 0.30% | +124+6.5% | Added |
| Brown, Lisle/Cummings, Inc. | 2,044 | $1.81M | 0.55% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 2,041 | $1.81M | 0.76% | −20−1.0% | Reduced |
| Fortem Financial Group, LLC | 2,038 | $1.81M | 0.73% | +390+23.7% | Added |
| Jacobson & Schmitt Advisors, LLC | 2,037 | $1.80M | 0.37% | −3−0.1% | Reduced |
| NorthStar Asset Management LLC | 2,037 | $1.80M | 1.20% | +285+16.3% | Added |
| Monumental Financial Group Inc. | 2,036 | $1.80M | 0.67% | −298−12.8% | Reduced |
| Fortress Wealth Group, LLC | 2,011 | $1.80M | 0.89% | −407−16.8% | Reduced |
| Oarsman Capital, Inc. | 2,032 | $1.80M | 0.33% | −30−1.5% | Reduced |
| JSF Financial, LLC | 2,031 | $1.80M | 0.53% | −8−0.4% | Reduced |
| NCM Capital Management, LLC | 2,030 | $1.80M | 0.86% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 2,029 | $1.80M | 0.54% | −136−6.3% | Reduced |
| First Command Advisory Services, Inc. | 2,026 | $1.79M | 0.02% | +10.0% | Added |
| Aviso Wealth Management | 2,014 | $1.78M | 0.97% | −125−5.8% | Reduced |
| Partners Capital Investment Group, LLP | 2,013 | $1.78M | 0.03% | +3+0.1% | Added |
| Colonial River Wealth Management, LLC | 2,011 | $1.78M | 0.88% | +1,477+276.6% | Added |
| Sandy Cove Advisors, LLC | 2,009 | $1.78M | 0.73% | −53−2.6% | Reduced |
| Atlas Capital Advisors LLC | 2,009 | $1.78M | 0.27% | 00.0% | Unchanged |
| United Bank | 2,007 | $1.78M | 0.21% | −48−2.3% | Reduced |
| James J. Burns & Company, LLC | 2,007 | $1.78M | 0.32% | 00.0% | Unchanged |
| Navalign, LLC | 2,006 | $1.78M | 0.52% | −6−0.3% | Reduced |
| LGL Partners, LLC | 2,005 | $1.78M | 0.25% | +20+1.0% | Added |
| Miura Global Management, LLC | 2,000 | $1.77M | 2.03% | −3,500−63.6% | Reduced |
| Helios Capital Management Pte. Ltd | 2,000 | $1.77M | 1.09% | 00.0% | Unchanged |
| Ally Financial Inc. | 2,000 | $1.77M | 0.21% | +2,000 | New |
| NCP Inc. | 2,000 | $1.77M | 1.01% | +2,000 | New |
| WealthPlan Investment Management, LLC | 2,000 | $1.77M | 0.18% | +6+0.3% | Added |
| Omnia Family Wealth, LLC | 1,998 | $1.77M | 0.76% | +105+5.5% | Added |
| Union Savings Bank | 1,998 | $1.77M | 0.87% | +235+13.3% | Added |
| Pettyjohn, Wood & White, Inc | 1,994 | $1.77M | 0.33% | −3−0.2% | Reduced |
| D'Orazio & Associates, Inc. | 1,991 | $1.76M | 0.25% | +10+0.5% | Added |
| Prosperity Wealth Management, Inc. | 1,988 | $1.76M | 0.70% | +876+78.8% | Added |
| Aire Advisors, LLC | 1,978 | $1.75M | 0.39% | +108+5.8% | Added |
| Baxter Bros Inc | 1,978 | $1.75M | 0.23% | +20+1.0% | Added |
| TFB Advisors LLC | 1,977 | $1.75M | 0.52% | +46+2.4% | Added |
| One Capital Management, LLC | 1,976 | $1.75M | 0.06% | +23+1.2% | Added |
| Cooper Financial Group | 1,960 | $1.74M | 0.23% | +333+20.5% | Added |
| Exchange Capital Management, Inc. | 1,958 | $1.73M | 0.28% | −2−0.1% | Reduced |
| Gables Capital Management Inc. | 1,957 | $1.73M | 0.87% | +91+4.9% | Added |
| Secure Asset Management, LLC | 1,956 | $1.73M | 0.29% | +301+18.2% | Added |
| Webster Bank, N. A. | 1,955 | $1.73M | 0.18% | +60+3.2% | Added |
| Optivise Advisory Services LLC | 1,954 | $1.73M | 0.91% | +31+1.6% | Added |
| Essex LLC | 1,950 | $1.73M | 0.35% | +20+1.0% | Added |
| Merrion Investment Management Co, LLC | 1,950 | $1.73M | 1.14% | −50−2.5% | Reduced |
| Ignite Planners, LLC | 1,948 | $1.73M | 0.40% | −19−1.0% | Reduced |
| S.A. Mason LLC | 1,944 | $1.72M | 0.91% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 1,942 | $1.72M | 0.11% | +1,250+180.6% | Added |
| Live Oak Private Wealth LLC | 1,941 | $1.72M | 0.28% | +142+7.9% | Added |
| WoodTrust Financial Corp | 1,935 | $1.72M | 0.24% | −416−17.7% | Reduced |
| WealthTrust Asset Management, LLC | 1,935 | $1.71M | 1.28% | −1,091−36.1% | Reduced |
| Azzad Asset Management Inc | 1,931 | $1.71M | 0.19% | +196+11.3% | Added |
| Birchcreek Wealth Management, LLC | 1,930 | $1.71M | 1.12% | −258−11.8% | Reduced |
| Amica Retiree Medical Trust | 1,930 | $1.71M | 1.42% | +1,930 | New |
| Shulman DeMeo Asset Management LLC | 1,930 | $1.71M | 0.42% | −57−2.9% | Reduced |
| Stone Point Wealth LLC | 1,929 | $1.71M | 0.55% | −7−0.4% | Reduced |
| Heritage Family Offices, LLP | 1,927 | $1.71M | 0.88% | −15−0.8% | Reduced |
| Affiance Financial, LLC | 1,925 | $1.71M | 0.41% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 1,923 | $1.70M | 0.47% | −1,361−41.4% | Reduced |
| FinTrust Capital Advisors, LLC | 1,918 | $1.70M | 0.29% | +9+0.5% | Added |
| BCJ Capital Management, LLC | 1,907 | $1.69M | 0.13% | +446+30.5% | Added |
| Beacon Capital Management, LLC | 1,904 | $1.69M | 0.24% | +67+3.6% | Added |
| Dark Forest Capital Management LP | 1,903 | $1.69M | 0.22% | +1,313+222.5% | Added |
| Pingora Partners LLC | 1,900 | $1.68M | 1.19% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 1,898 | $1.68M | 0.58% | −78−3.9% | Reduced |
| Savvy Advisors, Inc. | 1,892 | $1.68M | 0.34% | +88+4.9% | Added |
| Prosperity Financial Group, Inc. | 1,890 | $1.67M | 0.94% | +60+3.3% | Added |
| Tortoise Investment Management, LLC | 1,887 | $1.67M | 0.17% | +86+4.8% | Added |
| Founders Financial Alliance, LLC | 1,886 | $1.67M | 0.47% | −240−11.3% | Reduced |
| Dogwood Wealth Management LLC | 1,885 | $1.67M | 0.96% | +292+18.3% | Added |
| MN Wealth Advisors, LLC | 1,884 | $1.67M | 0.95% | −10−0.5% | Reduced |
| Park Place Capital Corp | 1,882 | $1.67M | 0.48% | −466−19.8% | Reduced |
| Brave Asset Management Inc | 1,878 | $1.66M | 0.41% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 1,873 | $1.66M | 0.06% | +804+75.2% | Added |
| Wexford Capital LP | 1,871 | $1.66M | 0.40% | +1,871 | New |
| Loomis Sayles & Co L P | 1,869 | $1.66M | 0.00% | +370+24.7% | Added |
| Trustco Bank Corp N Y | 1,869 | $1.66M | 1.66% | +50+2.7% | Added |
| Tiemann Investment Advisors, LLC | 1,867 | $1.65M | 0.71% | −113−5.7% | Reduced |
| Whitener Capital Management, Inc. | 1,863 | $1.65M | 0.47% | +268+16.8% | Added |
| Vawter Financial, Ltd. | 1,861 | $1.65M | 1.01% | +100+5.7% | Added |
| Mendel Money Management | 1,856 | $1.64M | 0.71% | −153−7.6% | Reduced |
| Chapin Davis, Inc. | 1,852 | $1.64M | 0.53% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 1,852 | $1.64M | 0.55% | −1−0.1% | Reduced |
| Alpha Omega Wealth Management LLC | 1,851 | $1.64M | 0.30% | −155−7.7% | Reduced |
| GHP Investment Advisors, Inc. | 1,848 | $1.64M | 0.08% | +89+5.1% | Added |
| Oak Harbor Wealth Partners, LLC | 1,846 | $1.64M | 0.47% | −14−0.8% | Reduced |
| Guardian Capital LP | 1,839 | $1.63M | 0.06% | −11−0.6% | Reduced |
| Calton & Associates, Inc. | 1,836 | $1.63M | 0.62% | +801+77.4% | Added |
| Horizon Investment Services, LLC | 1,836 | $1.63M | 0.70% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 1,831 | $1.62M | 0.63% | −21−1.1% | Reduced |
| Fortis Capital Advisors, LLC | 1,830 | $1.62M | 0.54% | −806−30.6% | Reduced |
| Heritage Financial Services, LLC | 1,828 | $1.62M | 0.22% | 00.0% | Unchanged |