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 |
|---|---|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 730 | $646.7K | 0.14% | +46+6.7% | Added |
| Lakewood Asset Management LLC | 730 | $646.3K | 0.44% | +1+0.1% | Added |
| Allstate Corp | 729 | $645.9K | 0.06% | −1,960−72.9% | Reduced |
| Portland Global Advisors LLC | 728 | $645.0K | 0.08% | +13+1.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 727 | $644.0K | 0.13% | +87+13.6% | Added |
| Alpine Woods Capital Investors, LLC | 773 | $643.5K | 0.11% | +23+3.1% | Added |
| Iyo Bank, Ltd. | 726 | $643.0K | 0.23% | +326+81.5% | Added |
| Citizens Business Bank | 725 | $642.3K | 0.13% | −349−32.5% | Reduced |
| N.E.W. Advisory Services LLC | 722 | $640.2K | 0.06% | 00.0% | Unchanged |
| Morton Capital Management LLC | 720 | $637.9K | 0.13% | +302+72.2% | Added |
| Passive Capital Management, LLC. | 718 | $636.1K | 0.22% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 717 | $635.3K | 0.14% | −164−18.6% | Reduced |
| Austin Private Wealth, LLC | 717 | $635.2K | 0.06% | +21+3.0% | Added |
| Scarborough Advisors, LLC | 717 | $634.5K | 0.10% | +717 | New |
| Peterson Wealth Advisors, LLC | 716 | $634.3K | 0.12% | +56+8.5% | Added |
| Signature Wealth Management Group | 715 | $633.4K | 0.25% | −93−11.5% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 714 | $632.2K | 0.24% | +19+2.7% | Added |
| Willis Johnson & Associates, Inc. | 712 | $630.6K | 0.05% | +63+9.7% | Added |
| Worth Financial Advisory Group, LLC | 710 | $629.0K | 0.37% | +710 | New |
| McNaughton Wealth Management, LLC | 708 | $627.2K | 0.31% | +708 | New |
| Next Level Private LLC | 706 | $625.2K | 0.26% | +6+0.9% | Added |
| Stevens Capital Management LP | 706 | $625.0K | 0.09% | +706 | New |
| New Hampshire Trust | 704 | $623.7K | 0.13% | −5−0.7% | Reduced |
| Hexagon Capital Partners LLC | 703 | $623.0K | 0.12% | −41−5.5% | Reduced |
| Cowa, LLC | 703 | $622.8K | 0.30% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 703 | $622.8K | 0.34% | +78+12.5% | Added |
| Focused Wealth Management, Inc | 702 | $622.2K | 0.09% | 00.0% | Unchanged |
| Avion Wealth | 701 | $621.0K | 0.16% | +8+1.2% | Added |
| Hoertkorn Richard Charles | 700 | $620.2K | 0.27% | 00.0% | Unchanged |
| Headinvest, LLC | 698 | $618.4K | 0.11% | −5−0.7% | Reduced |
| Brandywine Managers, LLC | 697 | $617.5K | 0.66% | +109+18.5% | Added |
| Quantum Private Wealth, LLC | 696 | $617.1K | 0.21% | +150+27.5% | Added |
| One + One Wealth Management, LLC | 694 | $614.8K | 0.36% | −206−22.9% | Reduced |
| Kaye Capital Management | 694 | $614.5K | 0.25% | +1+0.1% | Added |
| Eaton-Cambridge Inc. | 692 | $613.1K | 0.29% | −13−1.8% | Reduced |
| Fox Run Management, L.L.C. | 692 | $613.1K | 0.14% | +692 | New |
| Gateway Wealth Partners, LLC | 691 | $612.5K | 0.17% | −108−13.5% | Reduced |
| MPS Loria Financial Planners, LLC | 690 | $611.7K | 0.18% | −513−42.6% | Reduced |
| Advantage Trust Co | 690 | $611.3K | 0.42% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 690 | $611.0K | 0.03% | −27−3.8% | Reduced |
| Acorn Wealth Advisors, LLC | 689 | $610.4K | 0.26% | +117+20.5% | Added |
| St. Louis Trust Co | 687 | $608.6K | 0.09% | −305−30.7% | Reduced |
| Gsa Capital Partners LLP | 684 | $606.0K | 0.05% | +684 | New |
| Sovereign Financial Group, Inc. | 683 | $605.1K | 0.14% | +25+3.8% | Added |
| Powell Investment Advisors, LLC | 683 | $605.1K | 0.28% | +20+3.0% | Added |
| Walker Asset Management, LLC | 683 | $605.0K | 0.38% | +29+4.4% | Added |
| Taylor Hoffman Capital Management LLC | 729 | $604.9K | 0.23% | +729 | New |
| BayBridge Capital Group, LLC | 682 | $604.1K | 0.44% | −40−5.5% | Reduced |
| TL Private Wealth | 671 | $603.0K | 0.27% | 00.0% | Unchanged |
| Karpus Management, Inc. | 680 | $602.4K | 0.02% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 679 | $601.8K | 0.20% | +13+2.0% | Added |
| OmniStar Financial Group, Inc. | 678 | $601.8K | 0.45% | +412+154.9% | Added |
| Strategic Investment Solutions, Inc. | 676 | $598.7K | 0.18% | +52+8.3% | Added |
| Rosenberg Matthew Hamilton | 674 | $597.1K | 0.16% | +20+3.1% | Added |
| Demars Financial Group, LLC | 672 | $595.4K | 0.27% | +3+0.4% | Added |
| Readystate Asset Management LP | 671 | $594.5K | 0.03% | +671 | New |
| Somerset Trust Co | 666 | $590.0K | 0.22% | −4−0.6% | Reduced |
| Meridian Wealth Partners, LLC | 666 | $589.7K | 0.09% | −11−1.6% | Reduced |
| Claris Advisors, LLC | 665 | $589.1K | 0.26% | +665 | New |
| TCFG Wealth Management, LLC | 660 | $584.7K | 0.29% | +660 | New |
| Strata Wealth Advisors, LLC | 658 | $583.0K | 0.19% | +35+5.6% | Added |
| Emerald Advisors, LLC | 635 | $582.9K | 0.08% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 657 | $582.1K | 0.32% | +56+9.3% | Added |
| Contravisory Investment Management, Inc. | 654 | $579.4K | 0.12% | +34+5.5% | Added |
| Nicollet Investment Management, Inc. | 653 | $579.0K | 0.20% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 653 | $578.5K | 0.29% | −40−5.8% | Reduced |
| Howard Wealth Management, LLC | 653 | $578.4K | 0.34% | +4+0.6% | Added |
| Rise Advisors, LLC | 653 | $578.3K | 0.28% | −50−7.1% | Reduced |
| Lakeside Advisors, INC. | 652 | $577.6K | 0.36% | −25−3.7% | Reduced |
| Fountainhead AM, LLC | 651 | $576.8K | 0.12% | −40−5.8% | Reduced |
| Clark Asset Management, LLC | 651 | $576.7K | 0.12% | +185+39.7% | Added |
| IMZ Advisory Inc | 649 | $576.2K | 0.27% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 650 | $575.9K | 0.21% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 650 | $575.9K | 0.22% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 650 | $575.9K | 0.25% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 650 | $575.8K | 0.11% | +92+16.5% | Added |
| Private Management Group Inc | 649 | $575.0K | 0.02% | 00.0% | Unchanged |
| Lansing Street Advisors | 648 | $574.5K | 0.21% | +21+3.3% | Added |
| waypoint wealth counsel | 648 | $574.1K | 0.39% | +107+19.8% | Added |
| Apexium Financial, LP | 648 | $574.1K | 0.04% | +46+7.6% | Added |
| Center For Asset Management LLC | 648 | $574.0K | 0.34% | +1+0.2% | Added |
| Sentinel Pension Advisors Inc | 647 | $573.2K | 0.11% | +82+14.5% | Added |
| GFS Advisors, LLC | 647 | $573.0K | 0.12% | +397+158.8% | Added |
| Goldstein Advisors, LLC | 646 | $572.3K | 0.09% | +16+2.5% | Added |
| Pinnacle Family Advisors, LLC | 646 | $572.1K | 0.30% | +646 | New |
| Moody Aldrich Partners LLC | 645 | $571.4K | 0.10% | −97−13.1% | Reduced |
| Dunhill Financial, LLC | 643 | $569.9K | 0.29% | +84+15.0% | Added |
| Ambassador Advisors, LLC | 643 | $569.7K | 0.10% | +31+5.1% | Added |
| National Philanthropic Trust | 642 | $568.8K | 0.01% | −93−12.7% | Reduced |
| Cardinal Strategic Wealth Guidance | 640 | $567.0K | 0.19% | −6−0.9% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 638 | $565.8K | 0.27% | 00.0% | Unchanged |
| Altiora Financial Group, LLC | 638 | $565.2K | 0.12% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 638 | $565.0K | 0.20% | −160−20.1% | Reduced |
| Riverview Trust Co | 636 | $563.5K | 0.49% | +4+0.6% | Added |
| Lockerman Financial Group, Inc. | 636 | $563.3K | 0.95% | +22+3.6% | Added |
| Weaver Consulting Group | 635 | $562.6K | 0.18% | +44+7.4% | Added |
| Reston Wealth Management LLC | 634 | $561.5K | 0.20% | +1+0.2% | Added |
| Valence8 US LP | 633 | $560.8K | 0.24% | +633 | New |
| Triune Financial Partners, LLC | 633 | $560.6K | 0.18% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 631 | $559.2K | 0.04% | +5+0.8% | Added |