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 $942.8B 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
- 3,667
- +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
- 1,389 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 | $942.8B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 58,044 | $51.4M | 0.25% | +3,644+6.7% | Added |
| Dakota Wealth Management | 57,982 | $51.4M | 1.16% | −833−1.4% | Reduced |
| Andra AP-fonden | 57,600 | $51.0M | 0.75% | −5,700−9.0% | Reduced |
| Beacon Pointe Advisors, LLC | 57,584 | $51.0M | 0.59% | +7,261+14.4% | Added |
| Stonegate Investment Group, LLC | 56,999 | $50.5M | 1.33% | +862+1.5% | Added |
| First American Bank | 56,807 | $50.3M | 3.62% | −3,795−6.3% | Reduced |
| Martingale Asset Management L P | 56,730 | $50.3M | 1.15% | −12,602−18.2% | Reduced |
| Williamson Legacy Group, LLC | 56,674 | $50.2M | 33.56% | +13,694+31.9% | Added |
| Adams Diversified Equity Fund, Inc. | 56,468 | $50.0M | 1.84% | −7,100−11.2% | Reduced |
| Terry L. Blaker | 56,031 | $49.6M | 1.90% | −88−0.2% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 56,023 | $49.6M | 8.10% | +155+0.3% | Added |
| Braun Stacey Associates Inc | 55,614 | $49.3M | 1.87% | −10,035−15.3% | Reduced |
| Artemis Investment Management LLP | 55,474 | $49.1M | 0.75% | +12,769+29.9% | Added |
| Kentucky Retirement Systems | 54,956 | $48.7M | 1.44% | −5,204−8.7% | Reduced |
| Cypress Capital Group | 54,848 | $48.6M | 5.46% | −1,417−2.5% | Reduced |
| Kingsview Wealth Management, LLC | 54,679 | $48.4M | 1.02% | +1,849+3.5% | Added |
| Twin Tree Management, LP | 54,571 | $48.3M | 1.12% | +11,993+28.2% | Added |
| Modera Wealth Management, LLC | 53,136 | $47.1M | 0.60% | −1,436−2.6% | Reduced |
| Walleye Capital LLC | 53,003 | $47.0M | 0.50% | +34,164+181.3% | Added |
| Savant Capital, LLC | 53,000 | $47.0M | 0.39% | +11,503+27.7% | Added |
| Oak Ridge Investments LLC | 52,042 | $46.1M | 4.02% | +3,646+7.5% | Added |
| BKD Wealth Advisors, LLC | 51,581 | $45.7M | 1.05% | +7,470+16.9% | Added |
| Aquatic Capital Management LLC | 51,440 | $45.6M | 1.19% | +51,440 | New |
| Northeast Investment Management | 51,252 | $45.4M | 2.03% | +778+1.5% | Added |
| Mizuho Securities USA LLC | 51,153 | $45.3M | 0.97% | −10,407−16.9% | Reduced |
| Advisory Services Network, LLC | 49,573 | $44.9M | 0.93% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 50,575 | $44.8M | 0.90% | −2,512−4.7% | Reduced |
| Madison Asset Management, LLC | 50,026 | $44.3M | 0.50% | −628−1.2% | Reduced |
| Stephens Inc | 50,003 | $44.3M | 0.63% | −2,447−4.7% | Reduced |
| Assetmark, Inc | 49,713 | $44.0M | 0.13% | +3,397+7.3% | Added |
| Hartford Investment Management Co | 49,650 | $44.0M | 1.45% | −1,496−2.9% | Reduced |
| Toroso Investments, LLC | 49,562 | $43.9M | 0.48% | +8,424+20.5% | Added |
| Lido Advisors, LLC | 49,224 | $43.6M | 0.33% | −7,307−12.9% | Reduced |
| Chilton Capital Management LLC | 49,054 | $43.5M | 1.81% | +33,415+213.7% | Added |
| Shufro Rose & Co LLC | 47,751 | $43.2M | 3.53% | 00.0% | Unchanged |
| Financial Counselors Inc | 48,793 | $43.2M | 0.64% | −2,755−5.3% | Reduced |
| Investment House LLC | 48,527 | $43.0M | 2.32% | −142−0.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 48,316 | $42.8M | 4.74% | −4,204−8.0% | Reduced |
| Traynor Capital Management, Inc. | 48,032 | $42.6M | 3.47% | +5,375+12.6% | Added |
| Farmers & Merchants Investments Inc | 48,004 | $42.5M | 1.32% | −1,051−2.1% | Reduced |
| Congress Wealth Management LLC | 47,709 | $42.3M | 0.56% | +3,994+9.1% | Added |
| Rhenman & Partners Asset Management AB | 47,500 | $42.1M | 3.42% | +500+1.1% | Added |
| Vestcor Inc | 47,371 | $42.0M | 1.32% | −1,316−2.7% | Reduced |
| Metis Global Partners, LLC | 47,210 | $41.8M | 1.30% | +1,108+2.4% | Added |
| Maple Capital Management, Inc. | 46,716 | $41.4M | 3.16% | +123+0.3% | Added |
| Avantax Advisory Services, Inc. | 46,342 | $41.1M | 0.27% | −2,615−5.3% | Reduced |
| SG Americas Securities, LLC | 46,172 | $40.9M | 0.16% | +19,064+70.3% | Added |
| Tokio Marine Asset Management Co Ltd | 46,122 | $40.9M | 1.79% | +1,445+3.2% | Added |
| Maryland State Retirement & Pension System | 46,075 | $40.8M | 0.86% | −20,236−30.5% | Reduced |
| Atria Investments LLC | 45,993 | $40.7M | 0.51% | −671−1.4% | Reduced |
| Vestor Capital, LLC | 45,820 | $40.6M | 3.19% | −11,980−20.7% | Reduced |
| Cubist Systematic Strategies, LLC | 45,785 | $40.6M | 0.61% | +45,785 | New |
| Central Trust Co | 45,304 | $40.1M | 0.94% | +858+1.9% | Added |
| F/M Investments LLC | 45,181 | $40.0M | 1.37% | −2,330−4.9% | Reduced |
| Sterling Capital Management LLC | 45,144 | $40.0M | 0.52% | +45,144 | New |
| Dodge & Cox | 45,090 | $39.9M | 0.02% | −888−1.9% | Reduced |
| Rakuten Investment Management, Inc. | 45,066 | $39.6M | 0.23% | +10,900+31.9% | Added |
| United Capital Financial Advisers, LLC | 44,608 | $39.5M | 0.33% | +4,076+10.1% | Added |
| Louisiana State Employees Retirement System | 44,400 | $39.3M | 0.72% | −800−1.8% | Reduced |
| Bellevue Group AG | 44,246 | $39.2M | 0.64% | −5,428−10.9% | Reduced |
| Adviser Investments LLC | 44,163 | $39.1M | 0.49% | −1,319−2.9% | Reduced |
| D.A. Davidson & Co. | 43,893 | $38.9M | 0.32% | +839+1.9% | Added |
| JPB Foundation | 43,868 | $38.9M | 4.11% | −69,000−61.1% | Reduced |
| Securian Asset Management, Inc | 43,631 | $38.7M | 1.12% | −2,275−5.0% | Reduced |
| Cornerstone Advisors, LLC | 43,400 | $38.4M | 1.52% | +1,100+2.6% | Added |
| Wendell David Associates Inc | 43,365 | $38.4M | 3.67% | −40.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 42,723 | $37.9M | 3.18% | −1,016−2.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 42,715 | $37.8M | 2.64% | −965−2.2% | Reduced |
| HB Wealth Management, LLC | 42,569 | $37.7M | 0.40% | +1,109+2.7% | Added |
| Atria Wealth Solutions, Inc. | 42,508 | $37.7M | 0.41% | −857−2.0% | Reduced |
| Azimuth Capital Investment Management LLC | 42,240 | $37.4M | 1.45% | −1,843−4.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 42,127 | $37.3M | 0.12% | +6,075+16.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 42,100 | $37.3M | 0.94% | −13,714−24.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 42,040 | $37.2M | 1.98% | +8,860+26.7% | Added |
| Hancock Whitney Corp | 41,691 | $36.9M | 1.19% | +207+0.5% | Added |
| Picton Mahoney Asset Management | 41,418 | $36.7M | 1.42% | −4,829−10.4% | Reduced |
| Close Asset Management Ltd | 41,380 | $36.6M | 1.13% | +4,144+11.1% | Added |
| Artisan Partners Limited Partnership | 41,044 | $36.4M | 0.05% | −16,981−29.3% | Reduced |
| Advisors Asset Management, Inc. | 40,932 | $36.3M | 0.67% | −6,922−14.5% | Reduced |
| De Burlo Group Inc | 40,801 | $36.1M | 4.45% | −4,240−9.4% | Reduced |
| Parkman Healthcare Partners LLC | 40,384 | $35.8M | 4.57% | +8,730+27.6% | Added |
| BNP Paribas | 40,520 | $35.8M | 1.49% | +11,327+38.8% | Added |
| Erste Asset Management GmbH | 40,567 | $35.6M | 0.43% | +4,321+11.9% | Added |
| Bryn Mawr Trust Co | 40,055 | $35.5M | 0.64% | +22,840+132.7% | Added |
| Independent Advisor Alliance | 39,583 | $35.1M | 1.28% | −335−0.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 39,317 | $34.8M | 0.67% | +22,632+135.6% | Added |
| Oppenheimer Asset Management Inc. | 39,263 | $34.8M | 0.42% | −127−0.3% | Reduced |
| NEOS Investment Management LLC | 39,157 | $34.7M | 1.05% | +4,919+14.4% | Added |
| New Mexico Educational Retirement Board | 39,008 | $34.6M | 1.17% | −1,200−3.0% | Reduced |
| Motley Fool Asset Management LLC | 39,005 | $34.5M | 2.04% | +1,575+4.2% | Added |
| Oddo BHF Asset Management SAS | 38,747 | $34.3M | 1.70% | +38,747 | New |
| KCM Investment Advisors LLC | 38,668 | $34.3M | 1.16% | +394+1.0% | Added |
| Perigon Wealth Management, LLC | 38,548 | $34.2M | 0.92% | −674−1.7% | Reduced |
| Pinnacle Associates Ltd | 58,295 | $34.0M | 0.58% | +1,279+2.2% | Added |
| Brinker Capital Investments, LLC | 38,242 | $33.9M | 0.34% | +816+2.2% | Added |
| Orion Portfolio Solutions, LLC | 38,242 | $33.9M | 0.34% | +816+2.2% | Added |
| Shell Asset Management Co | 38,123 | $33.8M | 1.49% | +38,123 | New |
| LVM Capital Management Ltd | 37,028 | $33.5M | 3.81% | 00.0% | Unchanged |
| Colonial Trust Advisors | 37,780 | $33.5M | 2.89% | +798+2.2% | Added |
| Meeder Asset Management Inc | 37,587 | $33.3M | 2.22% | +5,167+15.9% | Added |