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 |
|---|---|---|---|---|---|
| Sterling Investment Counsel, LLC | 1,434 | $1.27M | 0.45% | +284+24.7% | Added |
| Dividend Assets Capital, LLC | 1,433 | $1.27M | 0.24% | −310−17.8% | Reduced |
| Capital Advisors, Ltd. LLC | 1,432 | $1.27M | 0.16% | +28+2.0% | Added |
| Five Oceans Advisors | 1,431 | $1.27M | 0.61% | −7−0.5% | Reduced |
| Revolve Wealth Partners, LLC | 1,431 | $1.27M | 0.19% | +30+2.1% | Added |
| Chelsea Counsel Co | 1,430 | $1.27M | 0.62% | +1,000+232.6% | Added |
| Gillespie Robinson & Grimm Inc | 1,430 | $1.27M | 0.10% | +250+21.2% | Added |
| David J Yvars Group | 1,428 | $1.27M | 0.78% | +10+0.7% | Added |
| HCR Wealth Advisors | 1,425 | $1.26M | 0.17% | −30−2.1% | Reduced |
| Capital Insight Partners, LLC | 1,424 | $1.26M | 0.22% | −90−5.9% | Reduced |
| Whalen Wealth Management Inc. | 1,422 | $1.26M | 0.89% | −55−3.7% | Reduced |
| Paragon Capital Management Ltd | 1,421 | $1.26M | 0.25% | +2+0.1% | Added |
| Liberty Wealth Management LLC | 1,419 | $1.26M | 0.21% | +356+33.5% | Added |
| Hartford Funds Management Co LLC | 1,418 | $1.26M | 0.12% | +55+4.0% | Added |
| Canvas Wealth Advisors, LLC | 1,416 | $1.25M | 0.35% | +569+67.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,413 | $1.25M | 0.33% | +166+13.3% | Added |
| Athena Investment Management | 1,413 | $1.25M | 0.71% | −9−0.6% | Reduced |
| Adapt Wealth Advisors, LLC | 1,412 | $1.25M | 0.67% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,409 | $1.25M | 0.66% | −40−2.8% | Reduced |
| FSM Wealth Advisors, LLC | 1,406 | $1.25M | 0.33% | +161+12.9% | Added |
| Fusion Capital, LLC | 1,405 | $1.24M | 0.53% | +1+0.1% | Added |
| Tradition Wealth Management, LLC | 1,403 | $1.24M | 0.11% | +172+14.0% | Added |
| Sculati Wealth Management, LLC | 1,402 | $1.24M | 0.50% | +586+71.8% | Added |
| Unique Wealth, LLC | 1,401 | $1.24M | 0.28% | +1,054+303.7% | Added |
| Hanseatic Management Services Inc | 1,400 | $1.24M | 1.76% | +79+6.0% | Added |
| EHP Funds Inc. | 1,400 | $1.24M | 0.87% | +1,400 | New |
| Axecap Investments, LLC | 1,400 | $1.24M | 0.94% | +1,400 | New |
| Pacific Sage Partners, LLC | 1,397 | $1.24M | 0.29% | 00.0% | Unchanged |
| Renasant Bank | 1,396 | $1.24M | 0.81% | −368−20.9% | Reduced |
| Voya Financial Advisors, Inc. | 1,408 | $1.24M | 0.13% | −369−20.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,393 | $1.23M | 0.11% | +175+14.4% | Added |
| Salvus Wealth Management, LLC | 1,389 | $1.23M | 0.76% | +45+3.3% | Added |
| Fort Pitt Capital Group, LLC | 1,387 | $1.23M | 0.03% | +80+6.1% | Added |
| Tributary Capital Management, LLC | 1,387 | $1.23M | 0.10% | −65−4.5% | Reduced |
| Reliant Investment Management, LLC | 1,387 | $1.23M | 0.58% | +59+4.4% | Added |
| Wimmer Associates 1, LLC | 1,385 | $1.23M | 0.60% | −7−0.5% | Reduced |
| Perennial Investment Advisors, LLC | 1,385 | $1.23M | 0.16% | +48+3.6% | Added |
| Cahaba Wealth Management, Inc. | 1,383 | $1.23M | 0.10% | +7+0.5% | Added |
| Drake & Associates, LLC | 1,379 | $1.22M | 0.39% | +133+10.7% | Added |
| Verity Asset Management, Inc. | 1,378 | $1.22M | 0.46% | −148−9.7% | Reduced |
| Excalibur Management Corp | 1,378 | $1.22M | 0.47% | +6+0.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,373 | $1.22M | 1.92% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 1,372 | $1.22M | 0.47% | −15−1.1% | Reduced |
| Elevated Capital Advisors, LLC | 1,364 | $1.21M | 0.32% | +235+20.8% | Added |
| Hoxton Planning & Management, LLC | 1,358 | $1.20M | 0.47% | +197+17.0% | Added |
| Legacy Trust | 1,357 | $1.20M | 0.28% | +138+11.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,327 | $1.20M | 0.63% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 1,355 | $1.20M | 0.41% | +22+1.7% | Added |
| Riverstone Advisors, LLC | 1,350 | $1.20M | 0.70% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 1,347 | $1.19M | 0.06% | +51+3.9% | Added |
| VisionPoint Advisory Group, LLC | 1,342 | $1.19M | 0.40% | +117+9.6% | Added |
| Newman Dignan & Sheerar, Inc. | 1,327 | $1.19M | 0.28% | −32−2.4% | Reduced |
| Sigma Investment Counselors Inc | 1,341 | $1.19M | 0.07% | +116+9.5% | Added |
| ORG Wealth Partners, LLC | 1,339 | $1.19M | 0.39% | +1,339 | New |
| StrongBox Wealth, LLC | 1,339 | $1.19M | 0.51% | +797+147.0% | Added |
| Wealthstream Advisors, Inc. | 1,332 | $1.18M | 0.21% | +54+4.2% | Added |
| Continuum Advisory, LLC | 1,501 | $1.18M | 0.15% | +358+31.3% | Added |
| Hardin Capital Partners, LLC | 1,289 | $1.18M | 0.67% | +3+0.2% | Added |
| Balentine LLC | 1,329 | $1.18M | 0.05% | +84+6.7% | Added |
| Arrowroot Family Office, LLC | 1,329 | $1.18M | 0.69% | +1+0.1% | Added |
| Summit Asset Management, LLC | 1,328 | $1.18M | 0.22% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 1,325 | $1.17M | 0.38% | 00.0% | Unchanged |
| Pinnacle Wealth Management, LLC | 1,322 | $1.17M | 1.40% | +1,322 | New |
| PPS&V Asset Management Consultants, Inc. | 1,318 | $1.17M | 0.80% | −3−0.2% | Reduced |
| Peloton Wealth Strategists | 1,317 | $1.17M | 0.46% | −49−3.6% | Reduced |
| Wealth Management Partners, LLC | 1,313 | $1.16M | 0.54% | −145−9.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,309 | $1.16M | 0.73% | +222+20.4% | Added |
| Berkeley Capital Partners, LLC | 1,308 | $1.16M | 0.33% | +99+8.2% | Added |
| Lathrop Investment Management Corp | 1,304 | $1.16M | 0.21% | 00.0% | Unchanged |
| CKW Financial Group | 1,302 | $1.15M | 0.14% | 00.0% | Unchanged |
| Seven Mile Advisory | 1,299 | $1.15M | 0.76% | +163+14.3% | Added |
| Latitude Advisors, LLC | 1,297 | $1.15M | 0.65% | +33+2.6% | Added |
| Phillips Financial Management, LLC | 1,296 | $1.15M | 0.09% | −69−5.1% | Reduced |
| Eagle Ridge Investment Management | 1,294 | $1.15M | 0.10% | +1+0.1% | Added |
| Wealthgarden F.S. LLC | 1,292 | $1.14M | 1.11% | +151+13.2% | Added |
| IPG Investment Advisors LLC | 1,290 | $1.14M | 0.25% | +915+244.0% | Added |
| Pittenger & Anderson Inc | 1,285 | $1.14M | 0.04% | +156+13.8% | Added |
| Elyxium Wealth, LLC | 1,285 | $1.14M | 0.63% | +1,285 | New |
| Altrius Capital Management Inc | 1,285 | $1.14M | 0.29% | +13+1.0% | Added |
| Jacobsen Capital Management | 1,282 | $1.14M | 0.48% | +24+1.9% | Added |
| Constitution Capital LLC | 1,280 | $1.13M | 0.61% | −25−1.9% | Reduced |
| Traphagen Investment Advisors LLC | 1,279 | $1.13M | 0.11% | +14+1.1% | Added |
| Signature Estate & Investment Advisors LLC | 1,278 | $1.13M | 0.03% | +61+5.0% | Added |
| Hummer Financial Advisory Services Inc | 1,271 | $1.13M | 0.89% | +12+1.0% | Added |
| Jackson Hole Capital Partners, LLC | 1,271 | $1.13M | 0.23% | −35−2.7% | Reduced |
| Roof Eidam & Maycock | 1,270 | $1.13M | 0.29% | +200+18.7% | Added |
| Old Port Advisors | 1,266 | $1.12M | 0.31% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 1,264 | $1.12M | 0.23% | +29+2.3% | Added |
| Teamwork Financial Advisors, LLC | 1,264 | $1.12M | 0.16% | −10,433−89.2% | Reduced |
| Alliance Wealth Advisors, LLC | 1,262 | $1.12M | 0.29% | +8+0.6% | Added |
| Soltis Investment Advisors LLC | 1,256 | $1.11M | 0.11% | +121+10.7% | Added |
| Nicolet Bankshares Inc | 1,254 | $1.11M | 0.27% | −187−13.0% | Reduced |
| Miller Investment Management, LP | 1,250 | $1.11M | 0.12% | 00.0% | Unchanged |
| Granite FO LLC | 1,250 | $1.11M | 0.63% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,247 | $1.10M | 0.50% | 00.0% | Unchanged |
| Successful Portfolios LLC | 1,247 | $1.10M | 0.75% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 1,247 | $1.10M | 0.58% | 00.0% | Unchanged |
| Hilltop Partners LLC | 1,246 | $1.10M | 0.37% | +63+5.3% | Added |
| Pacific Capital Partners Ltd | 1,246 | $1.10M | 0.65% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 1,244 | $1.10M | 0.32% | +10+0.8% | Added |