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 |
|---|---|---|---|---|---|
| Atlantic Edge Private Wealth Management, LLC | 1,244 | $1.10M | 0.34% | −14−1.1% | Reduced |
| Peak Planning Group, LLC | 1,243 | $1.10M | 0.48% | −11−0.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 1,242 | $1.10M | 0.63% | +199+19.1% | Added |
| Milestone Asset Management, LLC | 1,238 | $1.10M | 0.25% | +61+5.2% | Added |
| Granite Harbor Advisors, Inc. | 1,236 | $1.10M | 0.63% | +662+115.3% | Added |
| Paragon Private Wealth Management, LLC | 1,234 | $1.09M | 0.54% | +537+77.0% | Added |
| Ocean Capital Management, LLC | 1,229 | $1.09M | 0.25% | +1,229 | New |
| Gateway Advisory, LLC | 1,228 | $1.09M | 0.18% | −34−2.7% | Reduced |
| Inscription Capital, LLC | 1,222 | $1.08M | 0.16% | +12+1.0% | Added |
| Plum Street Advisors, LLC | 1,222 | $1.08M | 0.55% | +650+113.6% | Added |
| Bayesian Capital Management, LP | 1,220 | $1.08M | 0.13% | +1,220 | New |
| Pointe Capital Management LLC | 1,217 | $1.08M | 0.63% | −16−1.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 1,214 | $1.08M | 0.09% | +5+0.4% | Added |
| Mindset Wealth Management, LLC | 1,212 | $1.07M | 0.44% | +1,212 | New |
| Redwood Investment Management, LLC | 1,205 | $1.07M | 0.09% | −3,738−75.6% | Reduced |
| Corundum Trust Company, INC | 1,205 | $1.07M | 2.94% | −133−9.9% | Reduced |
| Nabity-Jensen Investment Management Inc | 1,205 | $1.07M | 0.82% | +113+10.3% | Added |
| Lavaca Capital LLC | 1,200 | $1.06M | 0.51% | +1+0.1% | Added |
| Hall Laurie J Trustee | 1,200 | $1.06M | 0.34% | +1,200 | New |
| CWS Financial Advisors, LLC | 1,200 | $1.06M | 0.38% | +82+7.3% | Added |
| Eads & Heald Wealth Management | 1,198 | $1.06M | 0.50% | −98−7.6% | Reduced |
| Triumph Capital Management | 1,196 | $1.06M | 0.38% | +531+79.8% | Added |
| Pineridge Advisors LLC | 1,194 | $1.06M | 0.40% | 00.0% | Unchanged |
| Left Brain Wealth Management, LLC | 1,193 | $1.06M | 0.49% | +231+24.0% | Added |
| Godsey & Gibb Associates | 1,192 | $1.06M | 0.10% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 1,191 | $1.06M | 0.27% | +433+57.1% | Added |
| Driehaus Capital Management LLC | 1,190 | $1.05M | 0.01% | −445−27.2% | Reduced |
| Convergence Investment Partners, LLC | 1,189 | $1.05M | 0.28% | −1,037−46.6% | Reduced |
| Revisor Wealth Management LLC | 1,185 | $1.05M | 0.66% | +36+3.1% | Added |
| Aspen Investment Management Inc | 1,184 | $1.05M | 0.49% | +73+6.6% | Added |
| 1776 Wealth LLC | 1,183 | $1.05M | 0.47% | −69−5.5% | Reduced |
| Lewis Asset Management, LLC | 1,181 | $1.05M | 0.76% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,180 | $1.05M | 0.60% | +16+1.4% | Added |
| Morris Retirement Advisors, LLC | 1,179 | $1.04M | 0.57% | −137−10.4% | Reduced |
| UMA Financial Services, Inc. | 1,141 | $1.04M | 0.19% | −346−23.3% | Reduced |
| Parcion Private Wealth LLC | 1,175 | $1.04M | 0.09% | −1,542−56.8% | Reduced |
| DRW Securities, LLC | 1,173 | $1.04M | 0.06% | −737−38.6% | Reduced |
| Fort Point Capital Partners LLC | 1,172 | $1.04M | 0.13% | +183+18.5% | Added |
| GoalVest Advisory LLC | 1,171 | $1.04M | 0.30% | −10−0.8% | Reduced |
| Monterey Private Wealth, Inc. | 1,170 | $1.04M | 0.35% | −63−5.1% | Reduced |
| Register Financial Advisors LLC | 1,170 | $1.04M | 0.53% | +12+1.0% | Added |
| Cambridge Financial Group, LLC | 1,169 | $1.04M | 0.43% | +110+10.4% | Added |
| Coastal Investment Advisors, Inc. | 1,114 | $1.04M | 0.48% | −3,184−74.1% | Reduced |
| Robinson Smith Wealth Advisors LLC | 1,166 | $1.03M | 0.88% | −9−0.8% | Reduced |
| Asio Capital, LLC | 1,163 | $1.03M | 0.20% | +7+0.6% | Added |
| LRT Capital Management, LLC | 1,163 | $1.03M | 0.96% | +510+78.1% | Added |
| Monarch Capital Management Inc | 1,162 | $1.03M | 0.28% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,162 | $1.03M | 0.31% | −207−15.1% | Reduced |
| Hillsdale Investment Management Inc. | 1,162 | $1.03M | 0.08% | +188+19.3% | Added |
| ORG Partners LLC | 1,159 | $1.03M | 0.16% | −1,057−47.7% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 1,152 | $1.02M | 0.48% | −63−5.2% | Reduced |
| Kraematon Investment Advisors, Inc | 1,150 | $1.02M | 1.00% | +155+15.6% | Added |
| ADAR1 Capital Management, LLC | 1,150 | $1.02M | 0.17% | +1,150 | New |
| Heritage Investors Management Corp | 1,149 | $1.02M | 0.03% | +137+13.5% | Added |
| Quantum Financial Advisors, LLC | 1,148 | $1.02M | 0.16% | −13−1.1% | Reduced |
| MGB Wealth Management, LLC | 1,142 | $1.01M | 0.37% | +115+11.2% | Added |
| Bouchey Financial Group Ltd | 1,141 | $1.01M | 0.09% | −2−0.2% | Reduced |
| CNB Bank | 1,140 | $1.01M | 0.47% | −29−2.5% | Reduced |
| Stamos Capital Partners, L.P. | 1,140 | $1.01M | 0.24% | +550+93.2% | Added |
| Stevard, LLC | 1,139 | $1.01M | 4.11% | −858−43.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 1,138 | $1.01M | 0.03% | +963+550.3% | Added |
| JB Capital LLC | 1,137 | $1.01M | 0.06% | +133+13.2% | Added |
| Clearwater Capital Advisors, LLC | 1,136 | $1.01M | 0.10% | +91+8.7% | Added |
| Raleigh Capital Management Inc. | 1,136 | $1.01M | 0.39% | +83+7.9% | Added |
| Security Financial Services, INC. | 1,132 | $1.00M | 0.20% | +24+2.2% | Added |
| Baker Tilly Wealth Management, LLC | 1,131 | $1.00M | 0.44% | −275−19.6% | Reduced |
| Wallace Capital Management Inc. | 1,130 | $1.00M | 0.14% | +100+9.7% | Added |
| FLC Capital Advisors | 1,129 | $1.00M | 0.23% | −10−0.9% | Reduced |
| Silverlake Wealth Management LLC | 1,129 | $999.8K | 0.38% | −69−5.8% | Reduced |
| Ellis Investment Partners, LLC | 1,127 | $998.5K | 0.19% | −116−9.3% | Reduced |
| Albion Financial Group | 1,126 | $997.6K | 0.07% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,125 | $996.8K | 0.19% | +811+258.3% | Added |
| ASB Consultores, LLC | 1,125 | $996.7K | 0.39% | −20−1.7% | Reduced |
| Family Firm, Inc. | 1,124 | $995.8K | 0.22% | +121+12.1% | Added |
| Ritter Daniher Financial Advisory LLC | 1,124 | $995.8K | 0.29% | 00.0% | Unchanged |
| Beacon Financial Group | 1,123 | $994.9K | 0.11% | +137+13.9% | Added |
| Stony Point Wealth Management Inc. | 1,121 | $993.5K | 0.42% | +1+0.1% | Added |
| Delta Wealth Advisors LLC | 1,120 | $992.3K | 0.95% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,119 | $991.4K | 0.05% | +226+25.3% | Added |
| Fingerlakes Wealth Management, Inc. | 1,119 | $991.2K | 0.82% | −37−3.2% | Reduced |
| Dock Street Asset Management Inc | 1,118 | $990.5K | 0.13% | −60−5.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,117 | $989.4K | 0.45% | +37+3.4% | Added |
| Wealth Architects, LLC | 1,116 | $989.1K | 0.11% | −37−3.2% | Reduced |
| Flaharty Asset Management, LLC | 1,116 | $988.8K | 0.14% | −8−0.7% | Reduced |
| Salomon & Ludwin, LLC | 1,114 | $986.9K | 0.10% | −34−3.0% | Reduced |
| McDonald Partners LLC | 1,110 | $983.4K | 0.25% | −50−4.3% | Reduced |
| Concorde Asset Management, LLC | 1,106 | $980.1K | 0.55% | −4−0.4% | Reduced |
| Warren Street Wealth Advisors, LLC | 1,105 | $979.0K | 0.41% | +69+6.7% | Added |
| Cercano Management LLC | 1,105 | $979.0K | 0.02% | +1,105 | New |
| TrueWealth Advisors, LLC | 1,102 | $976.5K | 0.33% | +1+0.1% | Added |
| Virtus ETF Advisers LLC | 1,100 | $974.5K | 0.46% | +1,100 | New |
| Swisher Financial Concepts, Inc. | 1,102 | $974.0K | 0.61% | +42+4.0% | Added |
| Talisman Wealth Advisors LLC | 1,109 | $973.9K | 1.03% | −23−2.0% | Reduced |
| Counterpoint Mutual Funds LLC | 1,099 | $973.6K | 0.18% | +1,099 | New |
| New Perspectives, Inc | 1,097 | $971.9K | 0.52% | +1,097 | New |
| Stillwater Capital Advisors, LLC | 1,094 | $969.2K | 0.13% | +1,094 | New |
| Aldebaran Financial Inc. | 1,093 | $968.3K | 1.14% | +370+51.2% | Added |
| Oxbow Advisors, LLC | 1,092 | $967.5K | 0.10% | +46+4.4% | Added |
| Pitti Group Wealth Management, LLC | 1,659 | $967.2K | 1.05% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 1,090 | $965.6K | 0.08% | +43+4.1% | Added |