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
- 3,666
- +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 | $942.8B |
| 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 |
|---|---|---|---|---|---|
| Sanibel Captiva Trust Company, Inc. | 20,100 | $17.8M | 0.57% | −166−0.8% | Reduced |
| Tocqueville Asset Management L.P. | 20,048 | $17.8M | 0.28% | −125−0.6% | Reduced |
| HighPoint Advisor Group LLC | 20,035 | $17.7M | 1.03% | −1,019−4.8% | Reduced |
| GLOBALT Investments LLC | 20,025 | $17.7M | 0.66% | −1,051−5.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 19,950 | $17.7M | 0.74% | +906+4.8% | Added |
| Elser Financial Planning, Inc | 19,827 | $17.6M | 25.49% | +708+3.7% | Added |
| Connors Investor Services Inc | 19,721 | $17.4M | 1.69% | −4,447−18.4% | Reduced |
| SkyOak Wealth, LLC | 19,464 | $17.2M | 3.82% | −513−2.6% | Reduced |
| Washington Trust Co | 19,459 | $17.2M | 0.60% | +98+0.5% | Added |
| GYL Financial Synergies, LLC | 19,408 | $17.2M | 1.29% | −1,085−5.3% | Reduced |
| Thoroughbred Financial Services, LLC | 19,305 | $17.1M | 1.10% | +411+2.2% | Added |
| Soleus Capital Management, L.P. | 19,300 | $17.1M | 1.42% | +19,300 | New |
| Mirabella Financial Services LLP | 19,290 | $17.1M | 0.96% | +19,290 | New |
| Harbour Capital Advisors, LLC | 18,556 | $17.1M | 3.94% | −186−1.0% | Reduced |
| Spectrum Wealth Counsel, LLC | 19,250 | $17.1M | 2.01% | −193−1.0% | Reduced |
| CX Institutional | 19,171 | $17.0M | 0.75% | −408−2.1% | Reduced |
| IHT Wealth Management, LLC | 19,177 | $17.0M | 0.48% | −27,255−58.7% | Reduced |
| SJS Investment Consulting Inc. | 19,159 | $17.0M | 2.99% | +55+0.3% | Added |
| Sandy Spring Bank | 19,151 | $17.0M | 0.70% | +1,473+8.3% | Added |
| Rossmore Private Capital | 19,148 | $17.0M | 2.10% | +34+0.2% | Added |
| Schmidt P J Investment Management Inc | 19,143 | $17.0M | 2.93% | −60−0.3% | Reduced |
| First Long Island Investors, LLC | 19,130 | $16.9M | 1.34% | +346+1.8% | Added |
| Simplify Asset Management Inc. | 19,082 | $16.9M | 1.16% | +7,670+67.2% | Added |
| Palisade Asset Management, LLC | 19,070 | $16.9M | 1.65% | −161−0.8% | Reduced |
| Global Retirement Partners, LLC | 18,983 | $16.8M | 0.51% | +380+2.0% | Added |
| Cadinha & Co LLC | 18,965 | $16.8M | 2.87% | −105−0.6% | Reduced |
| BSN Capital Partners Ltd | 18,000 | $16.8M | 3.30% | +18,000 | New |
| Chicago Partners Investment Group LLC | 18,528 | $16.7M | 0.60% | −216−1.2% | Reduced |
| Sienna Gestion | 18,917 | $16.7M | 1.11% | +4,534+31.5% | Added |
| Coastline Trust Co | 18,871 | $16.7M | 1.96% | −1,981−9.5% | Reduced |
| HBK Sorce Advisory LLC | 18,859 | $16.7M | 0.51% | −312−1.6% | Reduced |
| Dorsey Wright & Associates | 18,733 | $16.6M | 3.93% | +271+1.5% | Added |
| Sigma Planning Corp | 18,721 | $16.6M | 0.51% | −20.0% | Reduced |
| Broadleaf Partners, LLC | 18,698 | $16.6M | 3.92% | −50−0.3% | Reduced |
| Sage Advisors, LLC | 18,677 | $16.5M | 13.03% | +25+0.1% | Added |
| TSP Capital Management Group, LLC | 18,675 | $16.5M | 5.12% | −110−0.6% | Reduced |
| DuPont Capital Management Corp | 18,644 | $16.5M | 1.38% | −6,645−26.3% | Reduced |
| Boston Common Asset Management, LLC | 18,563 | $16.4M | 0.43% | +8,106+77.5% | Added |
| Choate Investment Advisors | 18,450 | $16.3M | 0.42% | +194+1.1% | Added |
| Reuter James Wealth Management, LLC | 18,384 | $16.3M | 3.00% | +18,049+5,387.8% | Added |
| Gimbal Financial | 18,128 | $16.2M | 10.49% | −73−0.4% | Reduced |
| Alaska Permanent Fund Corp | 18,232 | $16.2M | 0.24% | 00.0% | Unchanged |
| Savoie Capital LLC | 18,216 | $16.1M | 1.97% | +1,300+7.7% | Added |
| Avitas Wealth Management LLC | 18,090 | $16.0M | 2.25% | −71−0.4% | Reduced |
| Cozad Asset Management Inc | 18,066 | $16.0M | 1.53% | +2,193+13.8% | Added |
| Twin Capital Management Inc | 18,051 | $16.0M | 1.80% | +331+1.9% | Added |
| Bender Robert & Associates | 18,051 | $16.0M | 3.40% | +18,051 | New |
| Hantz Financial Services, Inc. | 17,961 | $15.9M | 0.28% | +155+0.9% | Added |
| FineMark National Bank & Trust | 17,921 | $15.9M | 0.55% | −729−3.9% | Reduced |
| Colonial Trust Co | 17,882 | $15.8M | 2.44% | +262+1.5% | Added |
| Spinnaker Trust | 17,855 | $15.8M | 0.97% | −222−1.2% | Reduced |
| Biondo Investment Advisors, LLC | 17,824 | $15.8M | 2.16% | +109+0.6% | Added |
| Gouws Capital LLC | 17,627 | $15.6M | 10.54% | −96−0.5% | Reduced |
| Northside Capital Management, LLC | 17,625 | $15.6M | 2.44% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 17,455 | $15.5M | 1.23% | −473−2.6% | Reduced |
| Longbow Finance SA | 17,389 | $15.4M | 1.64% | −6,488−27.2% | Reduced |
| Warren Averett Asset Management, LLC | 17,340 | $15.4M | 0.28% | +36+0.2% | Added |
| Cutter Capital Management, LP | 17,299 | $15.3M | 4.52% | +17,299 | New |
| Clarity Financial LLC | 17,286 | $15.3M | 1.80% | −898−4.9% | Reduced |
| Kinneret Advisory, LLC | 17,239 | $15.3M | 1.40% | −226−1.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 17,229 | $15.3M | 0.43% | +2,035+13.4% | Added |
| NJ State Employees Deferred Compensation Plan | 17,160 | $15.2M | 1.81% | 00.0% | Unchanged |
| Talbot Financial, LLC | 17,077 | $15.1M | 1.84% | +789+4.8% | Added |
| Hilton Capital Management, LLC | 17,070 | $15.1M | 1.17% | +258+1.5% | Added |
| FFG Partners, LLC | 17,051 | $15.1M | 5.74% | +5,020+41.7% | Added |
| Dynamic Advisor Solutions LLC | 17,049 | $15.1M | 0.45% | +799+4.9% | Added |
| Codex Capital Asset Management L.L.C. | 17,000 | $15.1M | 6.68% | −1,000−5.6% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 17,000 | $15.1M | 0.14% | +17,000 | New |
| Ballentine Partners, LLC | 16,981 | $15.0M | 0.26% | +601+3.7% | Added |
| Phoenix Holdings Ltd. | 16,941 | $15.0M | 0.22% | −639−3.6% | Reduced |
| Park Avenue Securities LLC | 16,893 | $15.0M | 0.17% | −1,705−9.2% | Reduced |
| Beck Bode, LLC | 16,884 | $15.0M | 2.81% | +277+1.7% | Added |
| Shelton Capital Management | 16,789 | $14.9M | 0.38% | −4,747−22.0% | Reduced |
| Pallas Capital Advisors LLC | 16,686 | $14.9M | 0.64% | +1,319+8.6% | Added |
| Plato Investment Management Ltd | 16,804 | $14.9M | 1.21% | +1,481+9.7% | Added |
| Lockheed Martin Investment Management Co | 16,780 | $14.9M | 0.69% | +14,280+571.2% | Added |
| Quest Investment Management LLC | 16,764 | $14.9M | 1.74% | −5,355−24.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 16,750 | $14.8M | 3.26% | +14,300+583.7% | Added |
| Venturi Wealth Management, LLC | 16,715 | $14.8M | 0.78% | −1,247−6.9% | Reduced |
| SeaCrest Wealth Management, LLC | 16,677 | $14.8M | 1.59% | −30.0% | Reduced |
| WESPAC Advisors SoCal, LLC | 16,676 | $14.8M | 3.42% | +1,290+8.4% | Added |
| GTS Securities LLC | 16,559 | $14.7M | 0.29% | +1,891+12.9% | Added |
| Transcend Wealth Collective, LLC | 16,538 | $14.7M | 0.98% | −393−2.3% | Reduced |
| Martin Currie Ltd | 15,733 | $14.6M | 0.52% | +15,733 | New |
| L & S Advisors Inc | 16,477 | $14.6M | 1.53% | −2,639−13.8% | Reduced |
| Richard Bernstein Advisors LLC | 16,450 | $14.6M | 0.31% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 16,400 | $14.5M | 0.13% | +12,100+281.4% | Added |
| Vantage Investment Partners, LLC | 16,378 | $14.5M | 1.22% | −1,603−8.9% | Reduced |
| Americana Partners, LLC | 16,364 | $14.5M | 0.99% | +538+3.4% | Added |
| Ashton Thomas Private Wealth, LLC | 16,358 | $14.5M | 0.77% | +798+5.1% | Added |
| Creative Financial Designs Inc | 16,339 | $14.5M | 1.22% | +325+2.0% | Added |
| Amica Mutual Insurance Co | 16,316 | $14.5M | 1.40% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 16,272 | $14.4M | 0.06% | −4,609−22.1% | Reduced |
| Patten & Patten Inc | 16,270 | $14.4M | 0.96% | −158−1.0% | Reduced |
| Monetary Management Group Inc | 16,130 | $14.3M | 3.67% | −175−1.1% | Reduced |
| Gladstone Institutional Advisory LLC | 16,117 | $14.3M | 0.70% | +4,607+40.0% | Added |
| North Star Asset Management Inc | 16,100 | $14.3M | 0.64% | −217−1.3% | Reduced |
| Resources Investment Advisors, LLC. | 16,092 | $14.3M | 0.16% | −85−0.5% | Reduced |
| Summit Global Investments | 16,065 | $14.2M | 0.91% | +10,252+176.4% | Added |
| Mesirow Financial Investment Management, Inc. | 16,003 | $14.2M | 0.27% | +111+0.7% | Added |