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 |
|---|---|---|---|---|---|
| Galvin, Gaustad & Stein, LLC | 1,821 | $1.61M | 0.14% | −133−6.8% | Reduced |
| Wambolt & Associates, LLC | 1,816 | $1.61M | 0.44% | +9+0.5% | Added |
| Sivia Capital Partners, LLC | 1,812 | $1.61M | 0.95% | +5+0.3% | Added |
| Gilman Hill Asset Management, LLC | 1,807 | $1.60M | 0.27% | −125−6.5% | Reduced |
| Zhang Financial LLC | 1,807 | $1.60M | 0.10% | +10+0.6% | Added |
| Burr Financial Services, LLC | 1,806 | $1.60M | 1.13% | +606+50.5% | Added |
| Mill Capital Management, LLC | 1,803 | $1.60M | 0.12% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,802 | $1.60M | 0.35% | +44+2.5% | Added |
| LWM Advisory Services, LLC | 1,801 | $1.60M | 1.18% | −17−0.9% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,800 | $1.59M | 0.82% | −2,200−55.0% | Reduced |
| Nkcfo LLC | 1,800 | $1.59M | 0.76% | +50+2.9% | Added |
| Parametrica Management Ltd | 1,800 | $1.59M | 1.90% | −3,300−64.7% | Reduced |
| Pavion Blue Capital, LLC | 1,800 | $1.59M | 0.74% | −1,143−38.8% | Reduced |
| LBMC Investment Advisors, LLC | 1,800 | $1.59M | 0.13% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 1,800 | $1.59M | 1.36% | +200+12.5% | Added |
| Cinctive Capital Management LP | 1,795 | $1.59M | 0.09% | −4,471−71.4% | Reduced |
| Intelligence Driven Advisers, LLC | 1,793 | $1.59M | 0.23% | +594+49.5% | Added |
| BTG Pactual Asset Management US LLC | 1,791 | $1.59M | 0.23% | +432+31.8% | Added |
| ICONIQ Capital, LLC | 1,785 | $1.58M | 0.03% | +1,292+262.1% | Added |
| NWF Advisory Services Inc. | 1,784 | $1.58M | 0.23% | +301+20.3% | Added |
| Hixon Zuercher, LLC | 1,777 | $1.57M | 0.62% | +3+0.2% | Added |
| Global Financial Private Client, LLC | 1,776 | $1.57M | 0.61% | +131+8.0% | Added |
| Keynote Financial Services LLC | 1,775 | $1.57M | 1.20% | −241−12.0% | Reduced |
| XML Financial, LLC | 1,775 | $1.57M | 0.15% | +17+1.0% | Added |
| WealthPLAN Partners, LLC | 1,768 | $1.57M | 0.21% | +187+11.8% | Added |
| Unigestion Holding SA | 1,765 | $1.56M | 0.08% | −450−20.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,763 | $1.56M | 0.21% | −264−13.0% | Reduced |
| Weaver Capital Management LLC | 1,762 | $1.56M | 0.47% | −18−1.0% | Reduced |
| Buckhead Capital Management LLC | 1,760 | $1.56M | 0.49% | −90−4.9% | Reduced |
| Hedeker Wealth, LLC | 1,757 | $1.56M | 0.41% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,757 | $1.56M | 0.14% | −69−3.8% | Reduced |
| Silver Oak Securities, Inc | 1,951 | $1.55M | 0.16% | −129−6.2% | Reduced |
| Somerset Group LLC | 1,752 | $1.55M | 1.43% | +1+0.1% | Added |
| JGP Wealth Management, LLC | 1,752 | $1.55M | 0.20% | +40+2.3% | Added |
| US Asset Management LLC | 1,912 | $1.55M | 1.37% | −108−5.3% | Reduced |
| Enterprise Financial Services Corp | 1,751 | $1.55M | 0.90% | −27−1.5% | Reduced |
| Canal Capital Management, LLC | 1,750 | $1.55M | 0.25% | −28−1.6% | Reduced |
| Cobblestone Capital Advisors LLC | 1,750 | $1.55M | 0.09% | −134−7.1% | Reduced |
| McLean Asset Management Corp | 1,746 | $1.55M | 0.47% | +270+18.3% | Added |
| Zega Financial, LLC | 1,748 | $1.55M | 0.51% | −573−24.7% | Reduced |
| Aspire Private Capital, LLC | 1,748 | $1.55M | 0.37% | +16+0.9% | Added |
| Gratus Wealth Advisors, LLC | 1,721 | $1.55M | 0.25% | +434+33.7% | Added |
| Wolff Wiese Magana LLC | 1,745 | $1.55M | 1.06% | +35+2.0% | Added |
| Sunflower Bank, N.A. | 1,744 | $1.55M | 0.42% | +29+1.7% | Added |
| Gilbert & Cook, Inc. | 1,743 | $1.54M | 0.21% | −14−0.8% | Reduced |
| Balboa Wealth Partners | 1,742 | $1.54M | 0.38% | −243−12.2% | Reduced |
| Sather Financial Group Inc | 1,741 | $1.54M | 0.10% | −22−1.2% | Reduced |
| Safe Harbor Fiduciary, LLC | 1,738 | $1.54M | 1.44% | +1,738 | New |
| Gray Wealth Management Inc. | 1,737 | $1.54M | 0.61% | +9+0.5% | Added |
| Delta Investment Management, LLC | 1,734 | $1.54M | 0.31% | +359+26.1% | Added |
| Alan B. Lancz & Associates, Inc. | 1,730 | $1.53M | 1.41% | +25+1.5% | Added |
| Laidlaw Wealth Management LLC | 1,729 | $1.53M | 0.76% | +343+24.7% | Added |
| First National Bank of Hutchinson | 1,724 | $1.53M | 0.99% | −197−10.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,721 | $1.52M | 0.31% | −125−6.8% | Reduced |
| Vista Capital Partners, Inc. | 1,719 | $1.52M | 0.18% | +650+60.8% | Added |
| EagleClaw Capital Managment, LLC | 1,718 | $1.52M | 0.25% | −7−0.4% | Reduced |
| Wealth Quarterback LLC | 1,717 | $1.52M | 0.79% | +802+87.7% | Added |
| OneAscent Financial Services LLC | 1,716 | $1.52M | 1.09% | +1,716 | New |
| Rollins Financial Advisors, LLC | 1,713 | $1.52M | 0.25% | +20+1.2% | Added |
| Seeds Investor LLC | 1,712 | $1.52M | 0.57% | +812+90.2% | Added |
| Future Fund LLC | 1,850 | $1.52M | 4.38% | −810−30.5% | Reduced |
| Resources Management Corp | 1,710 | $1.51M | 0.20% | +243+16.6% | Added |
| WR Wealth Planners, LLC | 1,707 | $1.51M | 0.42% | −1−0.1% | Reduced |
| Virtue Capital Management, LLC | 1,704 | $1.51M | 0.30% | −129−7.0% | Reduced |
| TrinityPoint Wealth, LLC | 1,700 | $1.51M | 0.22% | −120−6.6% | Reduced |
| CM Wealth Advisors LLC | 1,700 | $1.51M | 0.49% | +1,700 | New |
| Stonebridge Financial Planning Group, LLC | 1,693 | $1.50M | 0.71% | −7−0.4% | Reduced |
| Collective Family Office LLC | 1,692 | $1.50M | 0.41% | −143−7.8% | Reduced |
| Rice Hall James & Associates, LLC | 1,690 | $1.50M | 0.08% | −150−8.2% | Reduced |
| Jmac Enterprises LLC | 1,686 | $1.49M | 0.24% | +48+2.9% | Added |
| Brown Wealth Management, LLC | 1,684 | $1.49M | 0.54% | +68+4.2% | Added |
| Zimmermann Investment Management & Planning LLC | 1,684 | $1.49M | 0.46% | +119+7.6% | Added |
| Advisory Resource Group | 1,684 | $1.49M | 0.32% | −48−2.8% | Reduced |
| Visionary Wealth Advisors | 1,682 | $1.49M | 0.09% | −428−20.3% | Reduced |
| Petra Financial Advisors Inc | 1,678 | $1.49M | 0.98% | −64−3.7% | Reduced |
| Auxano Advisors, LLC | 1,672 | $1.48M | 0.38% | +1+0.1% | Added |
| Global Trust Asset Management, LLC | 1,668 | $1.48M | 0.55% | +666+66.5% | Added |
| Acropolis Investment Management, LLC | 1,666 | $1.48M | 0.09% | +47+2.9% | Added |
| Armor Investment Advisors, LLC | 1,666 | $1.48M | 0.61% | 00.0% | Unchanged |
| Proquility Private Wealth Partners, LLC | 1,665 | $1.48M | 0.47% | +1,665 | New |
| Morris Financial Concepts, Inc. | 1,664 | $1.47M | 0.63% | −513−23.6% | Reduced |
| Stockman Wealth Management, Inc. | 1,663 | $1.47M | 0.23% | −705−29.8% | Reduced |
| Michael B. Yongue | 1,661 | $1.47M | 1.18% | −29−1.7% | Reduced |
| Klingman & Associates, LLC | 1,659 | $1.47M | 0.09% | +81+5.1% | Added |
| Waypoint Capital Advisors, LLC | 1,656 | $1.47M | 0.31% | +43+2.7% | Added |
| Lakeridge Wealth Management LLC | 1,655 | $1.47M | 0.81% | +1+0.1% | Added |
| Financial Engines Advisors L.L.C. | 1,649 | $1.46M | 0.00% | +152+10.2% | Added |
| FC Advisory LLC | 1,647 | $1.46M | 0.49% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,646 | $1.46M | 0.12% | +1+0.1% | Added |
| Trail Ridge Investment Advisors, LLC | 1,613 | $1.46M | 0.69% | +6+0.4% | Added |
| Watts Gwilliam & Co., LLC | 1,592 | $1.45M | 0.32% | +1,592 | New |
| AXS Investments LLC | 1,639 | $1.45M | 0.39% | −132−7.5% | Reduced |
| Winthrop Advisory Group LLC | 1,638 | $1.45M | 0.18% | −70−4.1% | Reduced |
| Sage Private Wealth Group, LLC | 1,638 | $1.45M | 1.14% | −33−2.0% | Reduced |
| Silver Lake Advisory, LLC | 1,637 | $1.45M | 0.59% | −16−1.0% | Reduced |
| Landscape Capital Management, L.L.C. | 1,635 | $1.45M | 0.15% | +1,635 | New |
| Strategic Advisors LLC | 1,633 | $1.45M | 0.27% | +28+1.7% | Added |
| Smith, Salley & Associates | 1,631 | $1.45M | 0.09% | +72+4.6% | Added |
| Worth Asset Management, LLC | 1,630 | $1.44M | 0.79% | −111−6.4% | Reduced |
| Cito Capital Group, LLC | 1,630 | $1.44M | 0.54% | −1,000−38.0% | Reduced |