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 |
|---|---|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | 545 | $482.5K | 0.10% | −83−13.2% | Reduced |
| Foguth Wealth Management, LLC. | 528 | $482.1K | 0.18% | −54−9.3% | Reduced |
| Coastal Bridge Advisors, LLC | 544 | $482.0K | 0.12% | −322−37.2% | Reduced |
| Bennett Selby Investments LP | 543 | $481.1K | 0.20% | +31+6.1% | Added |
| jvl associates llc | 543 | $481.1K | 0.19% | −41−7.0% | Reduced |
| Covestor Ltd | 542 | $481.0K | 0.30% | −82−13.1% | Reduced |
| Private Wealth Advisors | 544 | $480.8K | 0.20% | −9−1.6% | Reduced |
| Manchester Financial Inc | 542 | $480.4K | 0.10% | +21+4.0% | Added |
| W Advisors, LLC | 542 | $480.2K | 0.30% | −3−0.6% | Reduced |
| Old Mission Investment Co LLC | 542 | $480.2K | 0.15% | +25+4.8% | Added |
| Bank of Nova Scotia Trust Co | 542 | $480.2K | 0.05% | +192+54.9% | Added |
| Compton Financial Group, LLC | 539 | $477.5K | 0.14% | −55−9.3% | Reduced |
| Davidson Trust Co | 538 | $476.6K | 0.24% | +538 | New |
| Fairscale Capital, LLC | 537 | $475.8K | 0.42% | −10−1.8% | Reduced |
| Balanced Wealth Group LLC | 536 | $475.3K | 0.21% | 00.0% | Unchanged |
| City Center Advisors, LLC | 536 | $474.9K | 0.53% | +1+0.2% | Added |
| Iams Wealth Management, LLC | 536 | $474.9K | 0.23% | +96+21.8% | Added |
| Strategic Financial Concepts, LLC | 536 | $474.7K | 0.15% | −414,611−99.9% | Reduced |
| Southland Equity Partners LLC | 536 | $474.6K | 0.12% | +223+71.2% | Added |
| Cresta Advisors, Ltd. | 535 | $474.0K | 0.25% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 534 | $473.1K | 0.12% | 00.0% | Unchanged |
| Operose Advisors LLC | 534 | $473.1K | 0.15% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 534 | $473.0K | 0.31% | 00.0% | Unchanged |
| Viawealth, LLC | 534 | $472.9K | 0.28% | +41+8.3% | Added |
| FFT Wealth Management LLC | 533 | $472.1K | 0.04% | +310+139.0% | Added |
| First PREMIER Bank | 533 | $472.0K | 0.12% | −28−5.0% | Reduced |
| SPC Financial, Inc. | 532 | $471.3K | 0.04% | +26+5.1% | Added |
| Marks Group Wealth Management, Inc | 531 | $470.1K | 0.04% | −21−3.8% | Reduced |
| Royal Harbor Partners, LLC | 530 | $469.5K | 0.18% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 530 | $469.5K | 0.17% | +42+8.6% | Added |
| Arvest Bank Trust Division | 529 | $468.7K | 0.03% | +529 | New |
| Novare Capital Management LLC | 527 | $466.9K | 0.04% | +225+74.5% | Added |
| Buckley Wealth Management, LLC | 527 | $466.9K | 0.14% | +37+7.6% | Added |
| ICW Investment Advisors LLC | 526 | $466.6K | 0.19% | +43+8.9% | Added |
| Barnes Pettey Financial Advisors, LLC | 526 | $466.0K | 0.37% | −2−0.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 522 | $462.5K | 0.09% | +31+6.3% | Added |
| Garner Asset Management Corp | 520 | $461.0K | 0.21% | −20−3.7% | Reduced |
| Bridgefront Capital, LLC | 520 | $460.7K | 0.18% | +520 | New |
| Southeast Asset Advisors Inc. | 520 | $460.5K | 0.05% | 00.0% | Unchanged |
| Sentinus, LLC | 519 | $460.1K | 0.17% | +77+17.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 519 | $459.8K | 0.21% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 519 | $459.0K | 0.23% | +1+0.2% | Added |
| CBIZ Investment Advisory Services, LLC | 517 | $458.3K | 0.02% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 521 | $458.0K | 0.30% | −48−8.4% | Reduced |
| Coston, McIsaac & Partners | 517 | $458.0K | 0.13% | +1+0.2% | Added |
| McCollum Christoferson Group LLC | 516 | $457.1K | 0.13% | 00.0% | Unchanged |
| SMART Wealth LLC | 516 | $457.1K | 0.18% | +516 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 515 | $456.5K | 0.33% | +515 | New |
| Lazari Capital Management, Inc. | 515 | $456.3K | 0.20% | +38+8.0% | Added |
| Montis Financial, LLC | 513 | $454.7K | 0.16% | +40+8.5% | Added |
| First National Bank | 513 | $454.5K | 0.32% | −8−1.5% | Reduced |
| Atwood & Palmer Inc | 512 | $453.6K | 0.03% | +3+0.6% | Added |
| Drucker Wealth 3.0, LLC | 509 | $451.0K | 0.11% | +26+5.4% | Added |
| Xcel Wealth Management, LLC | 509 | $450.9K | 0.13% | −46−8.3% | Reduced |
| Werba Rubin Papier Wealth Management | 508 | $450.1K | 0.11% | +113+28.6% | Added |
| Shay Capital LLC | 505 | $447.4K | 0.13% | +505 | New |
| Houlihan Financial Resource Group, Ltd. | 504 | $447.0K | 0.18% | +504 | New |
| Thrive Capital Management, LLC | 504 | $446.9K | 0.21% | +15+3.1% | Added |
| STAR Financial Bank | 504 | $446.5K | 0.30% | +17+3.5% | Added |
| AIMZ Investment Advisors, LLC | 503 | $445.6K | 0.15% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 503 | $445.6K | 0.06% | +9+1.8% | Added |
| FDx Advisors, Inc. | 502 | $445.0K | 0.12% | −18−3.5% | Reduced |
| Hardy Reed LLC | 501 | $443.9K | 0.04% | +501 | New |
| Martin Capital Partners, LLC | 500 | $443.0K | 0.22% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 500 | $443.0K | 0.16% | −100−16.7% | Reduced |
| Ithaka Group LLC | 500 | $443.0K | 0.08% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 500 | $443.0K | 0.05% | 00.0% | Unchanged |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 500 | $443.0K | 0.54% | +200+66.7% | Added |
| Glaxis Capital Management, LLC | 500 | $443.0K | 1.73% | +500 | New |
| Polymer Capital Management (HK) LTD | 500 | $443.0K | 0.10% | +500 | New |
| Smith Anglin Financial, LLC | 499 | $442.5K | 0.04% | +42+9.2% | Added |
| JNBA Financial Advisors | 499 | $442.1K | 0.04% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 497 | $440.0K | 0.04% | −8−1.6% | Reduced |
| Lee Danner & Bass Inc | 494 | $438.0K | 0.03% | 00.0% | Unchanged |
| Farmers Trust Co | 494 | $437.7K | 0.08% | 00.0% | Unchanged |
| Bank of Stockton | 493 | $436.8K | 0.13% | −10−2.0% | Reduced |
| PBMares Wealth Management LLC | 493 | $436.8K | 0.09% | +43+9.6% | Added |
| Three Seasons Wealth, LLC | 492 | $435.9K | 0.23% | +51+11.6% | Added |
| Vertex Planning Partners, LLC | 491 | $435.0K | 0.10% | −6−1.2% | Reduced |
| Providence Capital Advisors, LLC | 490 | $434.1K | 0.09% | 00.0% | Unchanged |
| Warner Financial, Inc | 490 | $434.0K | 0.19% | 00.0% | Unchanged |
| Elios Financial Group Inc. | 489 | $433.5K | 0.20% | +489 | New |
| Trust Co of Oklahoma | 489 | $433.2K | 0.14% | −141−22.4% | Reduced |
| Oxinas Partners Wealth Management LLC | 488 | $432.7K | 0.27% | −46−8.6% | Reduced |
| Delap Wealth Advisory, LLC | 487 | $431.5K | 0.27% | −109−18.3% | Reduced |
| Cottage Street Advisors LLC | 486 | $430.2K | 0.23% | +5+1.0% | Added |
| Clifford Group, LLC | 485 | $429.7K | 0.33% | 00.0% | Unchanged |
| MBA Advisors LLC | 484 | $428.8K | 0.21% | −73−13.1% | Reduced |
| Centennial Bank | 484 | $428.8K | 0.20% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 482 | $427.1K | 0.05% | +62+14.8% | Added |
| Summit Wealth Partners, LLC | 481 | $426.2K | 0.08% | +83+20.9% | Added |
| McIlrath & Eck, LLC | 481 | $425.9K | 0.05% | +16+3.4% | Added |
| Willow Creek Wealth Management Inc. | 480 | $425.3K | 0.04% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 480 | $425.3K | 0.13% | +220+84.6% | Added |
| Paradigm Capital Management, LLC | 480 | $425.0K | 0.41% | +480 | New |
| Modus Advisors, LLC | 479 | $424.4K | 0.14% | +117+32.3% | Added |
| WMG Financial Advisors, LLC | 479 | $424.4K | 0.19% | +479 | New |
| Endowment Wealth Management, Inc. | 478 | $423.7K | 0.28% | −6−1.2% | Reduced |
| Cohen & Steers, Inc. | 478 | $423.0K | 0.00% | +9+1.9% | Added |
| Hutchinson Capital Management | 477 | $422.6K | 0.08% | −3−0.6% | Reduced |