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 |
|---|---|---|---|---|---|
| Motive Wealth Advisors | 804 | $727.9K | 0.44% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 821 | $727.4K | 0.07% | −22−2.6% | Reduced |
| Chemistry Wealth Management LLC | 821 | $727.4K | 0.17% | +130+18.8% | Added |
| Twelve Points Wealth Management LLC | 820 | $726.5K | 0.23% | +9+1.1% | Added |
| Avaii Wealth Management, LLC | 819 | $725.7K | 0.37% | −122−13.0% | Reduced |
| Ridgecrest Wealth Partners, LLC | 816 | $722.9K | 0.38% | −40−4.7% | Reduced |
| Gordian Capital Singapore Pte Ltd | 815 | $722.0K | 0.27% | +406+99.3% | Added |
| Nexus Investment Management ULC | 809 | $716.7K | 0.07% | −17−2.1% | Reduced |
| Terril Brothers, Inc. | 808 | $715.8K | 0.24% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 808 | $715.8K | 0.44% | −2−0.2% | Reduced |
| Sterling Financial Planning, Inc. | 805 | $713.3K | 0.26% | −39−4.6% | Reduced |
| State of Wyoming | 805 | $713.2K | 0.10% | −35−4.2% | Reduced |
| Piscataqua Savings Bank | 805 | $713.2K | 0.61% | 00.0% | Unchanged |
| Towercrest Capital Management | 804 | $712.3K | 0.11% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 778 | $711.4K | 0.10% | −21−2.6% | Reduced |
| Hemington Wealth Management | 858 | $711.0K | 0.19% | −33−3.7% | Reduced |
| Hart & Patterson Financial Group LLC | 802 | $710.5K | 0.34% | +123+18.1% | Added |
| MSA Advisors, LLC | 800 | $708.8K | 0.18% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 800 | $708.8K | 0.44% | 00.0% | Unchanged |
| Security National Bank of So Dak | 800 | $708.8K | 0.39% | +162+25.4% | Added |
| CSM Advisors, LLC | 800 | $708.0K | 0.05% | −422−34.5% | Reduced |
| Detalus Advisors, LLC | 798 | $707.1K | 0.24% | +13+1.7% | Added |
| Mach-1 Financial Group, Inc. | 798 | $707.0K | 0.43% | +147+22.6% | Added |
| Knightsbridge Asset Management, LLC | 798 | $706.6K | 0.16% | +98+14.0% | Added |
| McDaniel Terry & Co | 795 | $704.0K | 0.06% | +327+69.9% | Added |
| TSFG, LLC | 794 | $703.0K | 0.15% | +5+0.6% | Added |
| Keystone Investors Pte Ltd | 793 | $702.5K | 0.05% | +793 | New |
| Foster Victor Wealth Advisors, LLC | 762 | $700.4K | 0.06% | −9−1.2% | Reduced |
| Greenwood Gearhart Inc | 789 | $699.0K | 0.06% | −6−0.8% | Reduced |
| Alliance Wealth Advisors, LLC | 788 | $698.1K | 0.40% | +9+1.2% | Added |
| Greenhouse Wealth Management, LLC | 794 | $697.5K | 0.47% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 786 | $696.6K | 0.47% | −901−53.4% | Reduced |
| Range Financial Group LLC | 785 | $695.5K | 0.96% | −3,440−81.4% | Reduced |
| Adalta Capital Management LLC | 785 | $695.5K | 0.36% | −600−43.3% | Reduced |
| Wulff, Hansen & Co. | 785 | $695.5K | 0.65% | −250−24.2% | Reduced |
| Pasadena Private Wealth, LLC | 785 | $695.5K | 0.15% | −6−0.8% | Reduced |
| Inceptionr LLC | 785 | $695.5K | 0.17% | +785 | New |
| Eagle Bay Advisors LLC | 784 | $694.3K | 0.27% | +19+2.5% | Added |
| Seven Springs Wealth Group, LLC | 783 | $693.7K | 0.25% | +783 | New |
| VitalStone Financial, LLC | 782 | $692.9K | 0.47% | −194−19.9% | Reduced |
| Puzo Michael J | 780 | $691.0K | 0.18% | −170−17.9% | Reduced |
| Aspiriant, LLC | 778 | $689.4K | 0.03% | −3,135−80.1% | Reduced |
| Wellspring Financial Advisors, LLC | 777 | $688.5K | 0.08% | +141+22.2% | Added |
| Atlanta Consulting Group Advisors, LLC | 777 | $688.4K | 0.17% | +242+45.2% | Added |
| Aberdeen Wealth Management LLC | 776 | $687.5K | 0.45% | −79−9.2% | Reduced |
| Main Management ETF Advisors, LLC | 776 | $687.0K | 0.03% | +776 | New |
| Embree Financial Group | 775 | $686.5K | 0.12% | +64+9.0% | Added |
| Keystone Wealth Services, LLC | 774 | $685.9K | 0.19% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 773 | $685.1K | 0.06% | +40+5.5% | Added |
| HTLF Bank | 772 | $683.9K | 0.07% | −76−9.0% | Reduced |
| Center for Financial Planning, Inc. | 772 | $683.9K | 0.09% | +11+1.4% | Added |
| Profit Investment Management, LLC | 771 | $683.1K | 0.54% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 767 | $679.7K | 0.64% | +13+1.7% | Added |
| Anchor Capital Advisors LLC | 767 | $679.5K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 765 | $678.0K | 0.15% | +50+7.0% | Added |
| Costello Asset Management, INC | 765 | $677.7K | 0.45% | −2,001−72.3% | Reduced |
| Investment Advisory Group, LLC | 764 | $677.3K | 0.23% | +140+22.4% | Added |
| Apriem Advisors | 763 | $676.0K | 0.08% | −48−5.9% | Reduced |
| Callan Family Office, LLC | 763 | $676.0K | 0.11% | +178+30.4% | Added |
| NBW Capital LLC | 761 | $674.6K | 0.13% | −21−2.7% | Reduced |
| Menard Financial Group LLC | 761 | $674.2K | 0.44% | +17+2.3% | Added |
| Capital Performance Advisors LLP | 760 | $673.1K | 0.20% | +300+65.2% | Added |
| Gibbs Wealth Management | 759 | $672.5K | 0.22% | +115+17.9% | Added |
| Benin Management CORP | 759 | $672.4K | 0.19% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 766 | $672.4K | 0.41% | +256+50.2% | Added |
| Campbell & CO Investment Adviser LLC | 758 | $671.5K | 0.05% | −9,055−92.3% | Reduced |
| Bank of New Hampshire | 758 | $671.5K | 0.17% | −5−0.7% | Reduced |
| Florida Financial Advisors, LLC | 758 | $671.5K | 0.35% | −384−33.6% | Reduced |
| Armstrong, Fleming & Moore, Inc | 756 | $670.2K | 0.39% | −74−8.9% | Reduced |
| SOL Capital Management CO | 756 | $670.0K | 0.07% | +1+0.1% | Added |
| World Equity Group, Inc. | 756 | $669.8K | 0.24% | −36−4.5% | Reduced |
| Petrus Trust Company, LTA | 754 | $668.0K | 0.07% | +754 | New |
| Independent Wealth Network Inc. | 752 | $666.2K | 0.29% | +74+10.9% | Added |
| Mascoma Wealth Management LLC | 750 | $664.6K | 0.17% | −48−6.0% | Reduced |
| Horan Capital Advisors, LLC. | 750 | $664.5K | 0.22% | 00.0% | Unchanged |
| Verum Partners LLC | 748 | $662.3K | 0.19% | +17+2.3% | Added |
| WFA of San Diego, LLC | 747 | $661.8K | 0.56% | −67−8.2% | Reduced |
| Montag & Caldwell, LLC | 746 | $660.9K | 0.13% | 00.0% | Unchanged |
| GGM Financials LLC | 745 | $660.1K | 0.57% | +26+3.6% | Added |
| DT Investment Partners, LLC | 745 | $660.0K | 0.05% | +75+11.2% | Added |
| Capital Investment Counsel, Inc | 745 | $660.0K | 0.09% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 733 | $658.5K | 0.34% | +733 | New |
| Quartz Partners, LLC | 741 | $656.5K | 0.41% | +741 | New |
| Wilson & Boucher Capital Management, LLC | 740 | $655.6K | 0.45% | +101+15.8% | Added |
| C2C Wealth Management, LLC | 790 | $655.5K | 0.61% | 00.0% | Unchanged |
| Falcon Wealth Planning | 739 | $655.0K | 0.08% | −6−0.8% | Reduced |
| Scott Capital Advisors, LLC | 738 | $653.9K | 0.19% | +17+2.4% | Added |
| Cherrydale Wealth Management, LLC | 738 | $653.6K | 0.27% | +1+0.1% | Added |
| Northwest Investment Counselors, LLC | 737 | $653.0K | 0.15% | −100−11.9% | Reduced |
| Guardian Financial Partners, LLC | 737 | $653.0K | 0.41% | −95−11.4% | Reduced |
| Middleton & Co Inc | 736 | $652.1K | 0.07% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 736 | $652.1K | 0.05% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 736 | $651.9K | 0.28% | −316−30.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 735 | $651.3K | 0.30% | +23+3.2% | Added |
| Shelton Wealth Management, LLC | 733 | $649.4K | 0.37% | +89+13.8% | Added |
| CJM Wealth Advisers, Ltd. | 732 | $648.5K | 0.22% | +732 | New |
| Delta Asset Management LLC | 731 | $647.6K | 0.06% | +8+1.1% | Added |
| Source Financial Advisors LLC | 731 | $647.6K | 0.19% | +12+1.7% | Added |
| Ransom Advisory, Ltd | 731 | $647.6K | 0.30% | +34+4.9% | Added |
| Aspen Wealth Strategies, LLC | 731 | $647.3K | 0.42% | +731 | New |