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 |
|---|---|---|---|---|---|
| American Investment Services, Inc. | 1,628 | $1.44M | 0.24% | −160−8.9% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,622 | $1.44M | 0.21% | −59−3.5% | Reduced |
| Forte Capital LLC | 1,622 | $1.44M | 0.16% | −91−5.3% | Reduced |
| Aigen Investment Management, LP | 1,618 | $1.43M | 0.28% | +1,618 | New |
| Aveo Capital Partners, LLC | 1,617 | $1.43M | 0.15% | −50−3.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 1,618 | $1.43M | 0.50% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 1,616 | $1.43M | 0.15% | 00.0% | Unchanged |
| Seascape Capital Management | 1,614 | $1.43M | 0.51% | +3+0.2% | Added |
| Atticus Wealth Management, LLC | 1,614 | $1.43M | 0.46% | +16+1.0% | Added |
| Orrstown Financial Services Inc | 1,614 | $1.43M | 0.42% | +765+90.1% | Added |
| Apella Capital, LLC | 1,604 | $1.43M | 0.06% | +16+1.0% | Added |
| Manhattan West Asset Management, LLC | 1,613 | $1.43M | 0.37% | +56+3.6% | Added |
| AlphaCore Capital LLC | 1,613 | $1.43M | 0.32% | −32−1.9% | Reduced |
| Wiser Advisor Group LLC | 1,609 | $1.43M | 2.13% | +128+8.6% | Added |
| Forbes J M & Co LLP | 1,609 | $1.43M | 0.14% | +55+3.5% | Added |
| Altman Advisors, Inc. | 1,608 | $1.42M | 0.63% | +1,608 | New |
| Lantz Financial LLC | 1,604 | $1.42M | 0.38% | +368+29.8% | Added |
| Prescott Group Capital Management, L.L.C. | 1,600 | $1.42M | 0.21% | 00.0% | Unchanged |
| Capital Management Associates | 1,600 | $1.42M | 1.58% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 1,598 | $1.42M | 1.04% | −40−2.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,597 | $1.42M | 0.81% | +2+0.1% | Added |
| BBR Partners, LLC | 1,596 | $1.41M | 0.11% | −63−3.8% | Reduced |
| Empirical Asset Management, LLC | 50,150 | $1.41M | 0.50% | +138+0.3% | Added |
| Camden National Bank | 1,587 | $1.41M | 0.20% | −58−3.5% | Reduced |
| BHK Investment Advisors, LLC | 1,586 | $1.40M | 0.52% | +28+1.8% | Added |
| HBW Advisory Services LLC | 1,583 | $1.40M | 0.20% | +666+72.6% | Added |
| Verus Capital Partners, LLC | 1,576 | $1.40M | 0.14% | +72+4.8% | Added |
| Client 1st Advisory Group, LLC | 1,576 | $1.40M | 0.55% | +1,576 | New |
| Orion Capital Management LLC | 1,570 | $1.39M | 0.68% | +60+4.0% | Added |
| Prospect Financial Services LLC | 1,566 | $1.39M | 0.86% | +286+22.3% | Added |
| LifePro Asset Management | 1,565 | $1.39M | 0.85% | +16+1.0% | Added |
| Founders Financial Securities LLC | 1,564 | $1.39M | 0.13% | −907−36.7% | Reduced |
| Anfield Capital Management, LLC | 1,563 | $1.38M | 0.53% | +1,548+10,320.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,558 | $1.38M | 0.48% | +15+1.0% | Added |
| Foster Group, Inc. | 1,556 | $1.38M | 0.05% | −798−33.9% | Reduced |
| Private Capital Management LLC | 1,549 | $1.37M | 0.25% | +192+14.1% | Added |
| Black Diamond Financial, LLC | 1,549 | $1.37M | 0.23% | +27+1.8% | Added |
| Full Sail Capital, LLC | 1,548 | $1.37M | 0.09% | −1,204−43.8% | Reduced |
| Wealth Group, Ltd. | 1,548 | $1.37M | 0.92% | +102+7.1% | Added |
| Brady Family Wealth, LLC | 1,547 | $1.37M | 0.41% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,547 | $1.37M | 0.98% | +83+5.7% | Added |
| Dudley Capital Management, LLC | 1,544 | $1.37M | 0.72% | +351+29.4% | Added |
| Brown Shipley& Co Ltd | 1,544 | $1.37M | 0.67% | +142+10.1% | Added |
| Patriot Investment Management Inc. | 1,543 | $1.37M | 0.10% | −7−0.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 1,542 | $1.37M | 0.08% | +8+0.5% | Added |
| Thompson Davis & Co., Inc. | 1,537 | $1.36M | 1.01% | −150−8.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,536 | $1.36M | 0.17% | +180+13.3% | Added |
| Dover Advisors, LLC | 1,534 | $1.36M | 0.77% | −13−0.8% | Reduced |
| Kowal Investment Group, LLC | 1,531 | $1.36M | 0.25% | +244+19.0% | Added |
| Cherry Tree Wealth Management, LLC | 1,531 | $1.36M | 0.32% | 00.0% | Unchanged |
| Alpha Family Trust | 1,530 | $1.36M | 0.76% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,528 | $1.35M | 0.97% | 00.0% | Unchanged |
| Nvest Financial, LLC | 1,528 | $1.35M | 0.77% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,516 | $1.34M | 0.13% | +113+8.1% | Added |
| Darden Wealth Group Inc | 1,515 | $1.34M | 0.96% | +55+3.8% | Added |
| CORDA Investment Management, LLC. | 1,515 | $1.34M | 0.10% | +38+2.6% | Added |
| Raab & Moskowitz Asset Management LLC | 1,514 | $1.34M | 0.34% | +63+4.3% | Added |
| Texas Capital Bancshares Inc | 1,514 | $1.34M | 0.54% | −3−0.2% | Reduced |
| IVC Wealth Advisors LLC | 1,512 | $1.34M | 0.73% | −311−17.1% | Reduced |
| Intrua Financial, LLC | 1,512 | $1.34M | 0.22% | +5+0.3% | Added |
| Invenio Wealth Partners LLC | 1,511 | $1.34M | 0.58% | +297+24.5% | Added |
| Burns Matteson Capital Management, LLC | 1,510 | $1.34M | 0.75% | +58+4.0% | Added |
| Thrive Wealth Management, LLC | 1,506 | $1.33M | 0.24% | −22−1.4% | Reduced |
| Umpqua Bank | 1,505 | $1.33M | 0.49% | +739+96.5% | Added |
| Evanson Asset Management, LLC | 1,505 | $1.33M | 0.10% | +93+6.6% | Added |
| Apollon Financial, LLC | 1,503 | $1.33M | 0.39% | +293+24.2% | Added |
| Sky Investment Group LLC | 1,503 | $1.33M | 0.24% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,501 | $1.33M | 0.73% | +227+17.8% | Added |
| Shum Financial Group, Inc. | 1,649 | $1.33M | 1.11% | +1,649 | New |
| HighVista Strategies LLC | 1,500 | $1.33M | 0.46% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 1,500 | $1.33M | 0.68% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 1,569 | $1.33M | 0.64% | +433+38.1% | Added |
| ERn Financial, LLC | 1,499 | $1.33M | 0.20% | +32+2.2% | Added |
| Financial Avengers, Inc. | 1,497 | $1.33M | 0.65% | −189−11.2% | Reduced |
| Sterling Wealth Management, Inc. | 1,494 | $1.32M | 0.49% | +200+15.5% | Added |
| Scharf Investments, LLC | 1,494 | $1.32M | 0.04% | +1,494 | New |
| Bell Bank | 1,492 | $1.32M | 0.16% | +23+1.6% | Added |
| Capital Planning Advisors, LLC | 1,492 | $1.32M | 0.20% | +329+28.3% | Added |
| Greenspring Advisors, LLC | 1,490 | $1.32M | 0.29% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 1,500 | $1.32M | 0.31% | +4+0.3% | Added |
| Pine Harbor Wealth Management, LLC | 1,477 | $1.31M | 0.65% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,476 | $1.31M | 0.54% | +13+0.9% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,472 | $1.30M | 0.50% | −466−24.0% | Reduced |
| Mayfair Advisory Group, LLC | 1,469 | $1.30M | 0.82% | +6+0.4% | Added |
| Hussman Strategic Advisors, Inc. | 1,470 | $1.30M | 0.32% | −630−30.0% | Reduced |
| Amplius Wealth Advisors, LLC | 1,465 | $1.30M | 0.14% | −7−0.5% | Reduced |
| Maiden Cove Capital, LLC | 1,463 | $1.30M | 2.02% | +1,463 | New |
| Norman Fields, Gottscho Capital Management, LLC | 1,460 | $1.29M | 0.43% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,458 | $1.29M | 0.59% | +109+8.1% | Added |
| Paradigm Financial Partners, LLC | 1,591 | $1.29M | 0.18% | +1,129+244.4% | Added |
| Occidental Asset Management, LLC | 1,457 | $1.29M | 0.21% | −30−2.0% | Reduced |
| Abundance Wealth Counselors | 1,456 | $1.29M | 0.27% | +1,456 | New |
| Solstein Capital, LLC | 1,456 | $1.29M | 0.68% | −93−6.0% | Reduced |
| O'Rourke & Company, Inc | 1,452 | $1.29M | 0.64% | +340+30.6% | Added |
| Financial Management Network Inc | 1,449 | $1.29M | 0.27% | −95−6.2% | Reduced |
| Segment Wealth Management, LLC | 1,449 | $1.28M | 0.09% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 1,445 | $1.28M | 0.39% | −53−3.5% | Reduced |
| Pacific Sun Financial Corp | 1,440 | $1.28M | 0.70% | 00.0% | Unchanged |
| MBL Wealth, LLC | 1,434 | $1.27M | 0.14% | +45+3.2% | Added |
| First Western Trust Bank | 1,434 | $1.27M | 0.06% | +7+0.5% | Added |