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 |
|---|---|---|---|---|---|
| Voisard Asset Management Group, Inc. | 630 | $558.0K | 0.23% | −36−5.4% | Reduced |
| Rooted Wealth Advisors, Inc. | 621 | $558.0K | 0.25% | +106+20.6% | Added |
| Ergawealth Advisors, Inc. | 629 | $557.3K | 0.28% | −2−0.3% | Reduced |
| New Jersey Better Educational Savings Trust | 629 | $557.3K | 1.05% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 606 | $555.6K | 0.10% | +21+3.6% | Added |
| Auxier Asset Management | 627 | $555.5K | 0.08% | −42−6.3% | Reduced |
| SilverOak Wealth Management LLC | 627 | $555.5K | 0.12% | +233+59.1% | Added |
| CTC Alternative Strategies, Ltd. | 626 | $554.6K | 0.69% | +626 | New |
| Crescent Sterling, Ltd. | 625 | $553.7K | 0.53% | 00.0% | Unchanged |
| Gould Asset Management LLC | 624 | $552.8K | 0.12% | −39−5.9% | Reduced |
| KilterHowling LLC | 622 | $551.4K | 0.35% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 621 | $550.3K | 0.28% | +62+11.1% | Added |
| Gibraltar Capital Management, Inc. | 621 | $550.2K | 0.25% | +621 | New |
| SNS Financial Group, LLC | 620 | $549.3K | 0.06% | −5−0.8% | Reduced |
| Trust Co of the South | 620 | $549.3K | 0.12% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 620 | $549.0K | 0.28% | −27−4.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 620 | $549.0K | 0.12% | −20−3.1% | Reduced |
| Willner & Heller, LLC | 618 | $547.9K | 0.49% | +10+1.6% | Added |
| Northeast Financial Group, Inc. | 618 | $547.8K | 0.21% | +4+0.7% | Added |
| Howard Capital Management Group, LLC | 618 | $547.5K | 0.04% | −38−5.8% | Reduced |
| Tillman Hartley LLC | 618 | $547.5K | 0.16% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 615 | $544.9K | 0.08% | +65+11.8% | Added |
| Roberts Glore & Co Inc | 613 | $543.1K | 0.16% | −2−0.3% | Reduced |
| McDonough Capital Management, Inc | 611 | $541.3K | 0.37% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 610 | $540.4K | 0.14% | +16+2.7% | Added |
| M3 Advisory Group, LLC | 610 | $540.3K | 0.40% | −92−13.1% | Reduced |
| Carmel Capital Partners, LLC | 609 | $539.7K | 0.21% | −4−0.7% | Reduced |
| Mayport, LLC | 609 | $539.5K | 0.17% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 609 | $539.5K | 0.05% | +5+0.8% | Added |
| Hengehold Capital Management LLC | 606 | $537.1K | 0.05% | +82+15.6% | Added |
| Wharton Business Group, LLC | 605 | $536.0K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 605 | $536.0K | 0.09% | +31+5.4% | Added |
| Emprise Bank | 604 | $535.1K | 0.31% | −456−43.0% | Reduced |
| Resurgent Financial Advisors LLC | 602 | $533.4K | 0.31% | +8+1.3% | Added |
| DiNuzzo Private Wealth, Inc. | 602 | $533.3K | 0.07% | +524+671.8% | Added |
| Financial Freedom, LLC | 601 | $532.5K | 0.28% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 601 | $532.5K | 0.25% | 00.0% | Unchanged |
| TPG Advisors LLC | 601 | $532.5K | 0.42% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 601 | $532.0K | 0.20% | 00.0% | Unchanged |
| United Advisor Group, LLC | 600 | $531.7K | 0.12% | +600 | New |
| General Partner, Inc. | 600 | $531.6K | 0.33% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 600 | $531.6K | 0.15% | +100+20.0% | Added |
| Inspirion Wealth Advisors, LLC | 599 | $531.0K | 0.07% | +71+13.4% | Added |
| Joseph P. Lucia & Associates, LLC | 599 | $530.8K | 0.24% | +268+81.0% | Added |
| Red Wave Investments LLC | 597 | $528.9K | 0.18% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 597 | $528.9K | 0.30% | +41+7.4% | Added |
| Rebalance, LLC | 595 | $527.1K | 0.04% | −76−11.3% | Reduced |
| Fairhaven Wealth Management, LLC | 595 | $527.1K | 0.16% | +103+20.9% | Added |
| Prestige Wealth Management Group LLC | 594 | $526.2K | 0.11% | +55+10.2% | Added |
| Cascade Investment Group, Inc. | 591 | $523.6K | 0.38% | 00.0% | Unchanged |
| Parkwoods Wealth Partners, LLC | 591 | $523.6K | 0.43% | +591 | New |
| Paladin Advisory Group, LLC | 590 | $522.7K | 0.39% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 590 | $522.3K | 0.13% | +1+0.2% | Added |
| Octavia Wealth Advisors, LLC | 588 | $521.0K | 0.06% | −115−16.4% | Reduced |
| Scissortail Wealth Management, LLC | 5 | $520.9K | 0.13% | −502−99.0% | Reduced |
| Global Wealth Strategies & Associates | 586 | $519.2K | 0.17% | −41−6.5% | Reduced |
| Elmwood Wealth Management, Inc. | 585 | $518.3K | 0.21% | +585 | New |
| Aquire Wealth Advisors, LLC | 585 | $518.3K | 0.16% | +585 | New |
| BluePath Capital Management, LLC | 581 | $514.9K | 0.32% | +2+0.3% | Added |
| Cheviot Value Management, LLC | 581 | $514.7K | 0.10% | +2+0.3% | Added |
| Jackson Creek Investment Advisors LLC | 580 | $514.0K | 0.15% | −110−15.9% | Reduced |
| Marion Wealth Management | 580 | $514.0K | 0.14% | −444−43.4% | Reduced |
| Howard Bailey Securities, LLC | 580 | $513.6K | 0.19% | +580 | New |
| Ruggaard & Associates LLC | 576 | $510.3K | 0.22% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 575 | $509.4K | 0.03% | 00.0% | Unchanged |
| Corton Capital Inc. | 575 | $509.4K | 0.25% | +340+144.7% | Added |
| Fairview Capital Investment Management, LLC | 574 | $508.5K | 0.03% | +221+62.6% | Added |
| Clear Harbor Asset Management, LLC | 573 | $507.6K | 0.04% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 571 | $506.0K | 0.10% | +50+9.6% | Added |
| Cypress Capital, LLC | 571 | $505.9K | 0.13% | +17+3.1% | Added |
| Luken Investment Analytics, LLC | 570 | $505.0K | 0.23% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 568 | $503.2K | 0.08% | 00.0% | Unchanged |
| BetterWealth, LLC | 568 | $503.1K | 0.15% | 00.0% | Unchanged |
| GR Financial Group, LLC | 567 | $502.0K | 0.09% | +1+0.2% | Added |
| Family Management Corp | 566 | $501.4K | 0.08% | −3,427−85.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 566 | $501.4K | 0.07% | −1−0.2% | Reduced |
| Vanguard Capital Wealth Advisors | 565 | $500.6K | 0.53% | 00.0% | Unchanged |
| Truvestments Capital LLC | 565 | $500.5K | 0.13% | +150+36.1% | Added |
| Madison Park Capital Advisors, LLC | 563 | $499.2K | 0.37% | +3+0.5% | Added |
| Wiser Wealth Management, Inc | 563 | $498.8K | 0.14% | +563 | New |
| Fulcrum Equity Management | 562 | $497.9K | 0.42% | +157+38.8% | Added |
| Emerald Mutual Fund Advisers Trust | 562 | $497.9K | 0.03% | +244+76.7% | Added |
| Planning Center, Inc. | 560 | $496.1K | 0.06% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 560 | $495.9K | 0.11% | +34+6.5% | Added |
| Planning Alternatives Ltd | 559 | $495.2K | 0.08% | +16+2.9% | Added |
| Francis Financial, Inc. | 555 | $492.0K | 0.13% | +26+4.9% | Added |
| Frazier Financial Advisors, LLC | 553 | $489.6K | 0.38% | +34+6.6% | Added |
| R. W. Roge & Company, Inc. | 553 | $489.0K | 0.26% | +3+0.5% | Added |
| Dupree Financial Group, LLC | 551 | $488.2K | 0.20% | 00.0% | Unchanged |
| Laffer Tengler Investments | 550 | $487.3K | 0.10% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 550 | $487.3K | 0.04% | +143+35.1% | Added |
| Baron Wealth Management LLC | 550 | $486.9K | 0.23% | +133+31.9% | Added |
| Spreng Capital Management, Inc. | 549 | $486.4K | 0.23% | −130−19.1% | Reduced |
| Braun-Bostich & Associates Inc. | 548 | $485.5K | 0.34% | −6−1.1% | Reduced |
| Pring Turner Capital Group Inc | 547 | $484.6K | 0.31% | −51−8.5% | Reduced |
| First Bank & Trust | 547 | $484.6K | 0.09% | +1+0.2% | Added |
| Warwick Investment Management, Inc. | 547 | $484.6K | 0.11% | +8+1.5% | Added |
| KFG Wealth Management, LLC | 546 | $483.9K | 0.11% | −12−2.2% | Reduced |
| Summitry LLC | 546 | $483.7K | 0.02% | +255+87.6% | Added |
| Core Wealth Partners LLC | 545 | $482.8K | 0.29% | +208+61.7% | Added |