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 |
|---|---|---|---|---|---|
| Tarbox Family Office, Inc. | 968 | $857.8K | 0.14% | −3−0.3% | Reduced |
| Addison Advisors LLC | 966 | $855.8K | 0.24% | +30+3.2% | Added |
| Bluesphere Advisors, LLC | 966 | $855.6K | 0.42% | +16+1.7% | Added |
| SS&H Financial Advisors, Inc. | 959 | $850.0K | 0.31% | +122+14.6% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 958 | $848.7K | 0.19% | +109+12.8% | Added |
| Widmann Financial Services, Inc. | 956 | $847.0K | 0.64% | −8−0.8% | Reduced |
| Griffin Asset Management, Inc. | 954 | $845.3K | 0.09% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 954 | $845.2K | 0.51% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 952 | $843.8K | 0.24% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 952 | $843.4K | 0.31% | +6+0.6% | Added |
| von Borstel & Associates, Inc. | 949 | $840.0K | 0.48% | +949 | New |
| Insight Advisors, LLC | 945 | $837.9K | 0.15% | +17+1.8% | Added |
| Northstar Asset Management LLC | 945 | $837.2K | 0.19% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 942 | $834.6K | 0.91% | +43+4.8% | Added |
| Mount Vernon Associates Inc | 940 | $833.0K | 0.66% | +400+74.1% | Added |
| Petix & Botte Co | 936 | $829.2K | 0.22% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 935 | $828.5K | 0.17% | +138+17.3% | Added |
| Acorn Creek Capital LLC | 933 | $826.9K | 0.44% | +6+0.6% | Added |
| Luts & Greenleigh Group, Inc | 933 | $826.5K | 0.79% | +36+4.0% | Added |
| Hamilton Capital, LLC | 992 | $823.1K | 0.06% | −15−1.5% | Reduced |
| Tevis Investment Management | 925 | $819.6K | 0.61% | +29+3.2% | Added |
| Sterling Investment Advisors, Ltd. | 925 | $819.5K | 0.21% | +261+39.3% | Added |
| Mason & Associates Inc | 922 | $816.8K | 0.20% | +113+14.0% | Added |
| Engineers Gate Manager LP | 922 | $816.8K | 0.02% | +922 | New |
| Regatta Capital Group, LLC | 921 | $816.1K | 0.16% | +39+4.4% | Added |
| Mizuho Securities Co. Ltd. | 920 | $815.1K | 2.01% | −510−35.7% | Reduced |
| Net Worth Advisory Group | 919 | $814.4K | 0.24% | +919 | New |
| Financial Enhancement Group LLC | 1,862 | $813.0K | 0.16% | −447−19.4% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 918 | $812.9K | 0.91% | +197+27.3% | Added |
| Aletheian Wealth Advisors LLC | 917 | $812.4K | 0.47% | −1−0.1% | Reduced |
| Opal Wealth Advisors, LLC | 916 | $811.5K | 0.25% | +99+12.1% | Added |
| Great Waters Wealth Management | 913 | $809.0K | 0.11% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 913 | $808.9K | 0.11% | −48−5.0% | Reduced |
| Dynasty Wealth Management, LLC | 910 | $805.8K | 0.02% | −72−7.3% | Reduced |
| Next Capital Management LLC | 909 | $805.3K | 0.33% | −214−19.1% | Reduced |
| Kinloch Capital, LLC | 909 | $805.0K | 0.39% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 907 | $803.7K | 0.35% | −458−33.6% | Reduced |
| O'Brien Greene & Co. Inc | 904 | $800.9K | 0.25% | −51−5.3% | Reduced |
| S. R. Schill & Associates | 904 | $800.9K | 0.57% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 904 | $800.9K | 0.10% | +84+10.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 903 | $800.1K | 0.23% | −228−20.2% | Reduced |
| Councilmark Asset Management, LLC | 902 | $799.1K | 0.54% | +2+0.2% | Added |
| Garde Capital, Inc. | 902 | $799.0K | 0.05% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 901 | $797.8K | 0.11% | +573+174.7% | Added |
| Harbor Advisors LLC | 900 | $797.3K | 0.13% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 900 | $797.1K | 0.12% | +84+10.3% | Added |
| Duncker Streett & Co Inc | 899 | $796.7K | 0.15% | +7+0.8% | Added |
| Ninepoint Partners LP | 898 | $795.6K | 0.10% | +789+723.9% | Added |
| Christopher J. Hasenberg, Inc | 870 | $794.9K | 0.33% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 895 | $792.9K | 0.29% | +45+5.3% | Added |
| Garrett Wealth Advisory Group, LLC | 894 | $792.0K | 0.20% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 894 | $792.0K | 0.01% | +215+31.7% | Added |
| Madison Wealth Partners, Inc | 894 | $791.7K | 0.23% | +284+46.6% | Added |
| SWMG, LLC | 975 | $791.5K | 0.33% | +975 | New |
| Atwater Malick LLC | 892 | $790.3K | 0.25% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 890 | $788.5K | 0.47% | 00.0% | Unchanged |
| Key Financial Inc | 883 | $782.3K | 0.17% | +13+1.5% | Added |
| LaSalle St. Investment Advisors, LLC | 883 | $782.0K | 0.31% | +447+102.5% | Added |
| Strait & Sound Wealth Management LLC | 879 | $779.0K | 0.38% | +3+0.3% | Added |
| Beacon Financial Strategies CORP | 878 | $778.1K | 0.53% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 876 | $776.1K | 0.39% | +24+2.8% | Added |
| Wedge Capital Management L L P | 876 | $776.1K | 0.01% | +29+3.4% | Added |
| Independent Solutions Wealth Management, LLC | 872 | $772.5K | 0.17% | +49+6.0% | Added |
| Benchmark Financial Wealth Advisors, LLC | 871 | $771.2K | 0.26% | +16+1.9% | Added |
| Arvest Investments, Inc. | 870 | $770.8K | 0.12% | +42+5.1% | Added |
| Avalon Trust Co | 870 | $770.8K | 0.06% | −55−5.9% | Reduced |
| Dean Investment Associates, LLC | 870 | $770.8K | 0.10% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 870 | $770.8K | 0.50% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 870 | $770.0K | 0.02% | +271+45.2% | Added |
| Sunburst Financial Group, LLC | 865 | $766.1K | 0.19% | −6−0.7% | Reduced |
| SOA Wealth Advisors, LLC. | 864 | $765.5K | 0.15% | +20+2.4% | Added |
| Allen Capital Group, LLC | 864 | $765.5K | 0.10% | +176+25.6% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 864 | $765.3K | 0.13% | +80+10.2% | Added |
| Davis Investment Partners, LLC | 857 | $763.5K | 0.32% | −47−5.2% | Reduced |
| IFG Advisors, LLC | 861 | $763.0K | 0.16% | +66+8.3% | Added |
| New Wave Wealth Advisors LLC | 860 | $762.2K | 0.35% | −484−36.0% | Reduced |
| Heritage Oak Wealth Advisors LLC | 860 | $762.2K | 0.35% | +450+109.8% | Added |
| Oak Harvest Investment Services | 858 | $760.3K | 0.11% | +18+2.1% | Added |
| Aurora Private Wealth, Inc. | 854 | $757.0K | 0.59% | +44+5.4% | Added |
| PAX Financial Group, LLC | 853 | $755.7K | 0.14% | +136+19.0% | Added |
| Strategic Wealth Designers | 853 | $754.9K | 0.08% | −75−8.1% | Reduced |
| GenTrust, LLC | 852 | $754.8K | 0.04% | +177+26.2% | Added |
| J.Safra Asset Management Corp | 859 | $754.0K | 0.07% | +161+23.1% | Added |
| Summit Financial Wealth Advisors, LLC | 848 | $750.9K | 0.14% | +79+10.3% | Added |
| Applied Finance Capital Management, LLC | 843 | $746.8K | 0.03% | +183+27.7% | Added |
| Greenfield Savings Bank | 840 | $744.2K | 0.35% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 840 | $744.2K | 0.19% | +40+5.0% | Added |
| Consilio Wealth Advisors, LLC | 836 | $740.7K | 0.31% | +92+12.4% | Added |
| Gunn & Co Investment Management, Inc. | 835 | $739.8K | 0.51% | −699−45.6% | Reduced |
| Trueblood Wealth Management, LLC | 835 | $739.8K | 0.37% | −63−7.0% | Reduced |
| Legacy Edge Advisors, LLC | 835 | $739.8K | 0.12% | +8+1.0% | Added |
| FSA Advisors, Inc. | 824 | $735.9K | 0.73% | −271−24.7% | Reduced |
| Commonwealth Financial Services, LLC | 831 | $735.1K | 0.15% | +9+1.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 829 | $734.4K | 0.04% | +7+0.9% | Added |
| WT Wealth Management | 800 | $734.4K | 0.23% | −49−5.8% | Reduced |
| Main Line Retirement Advisors, LLC | 828 | $733.7K | 0.50% | −4−0.5% | Reduced |
| True Link Financial Advisors, LLC | 827 | $732.7K | 0.06% | +2+0.2% | Added |
| PrairieView Partners, LLC | 826 | $731.0K | 0.08% | +10+1.2% | Added |
| Equita Financial Network, Inc. | 823 | $729.0K | 0.27% | +94+12.9% | Added |
| Capital City Trust Co | 822 | $728.2K | 0.18% | +6+0.7% | Added |