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 |
|---|---|---|---|---|---|
| Finer Wealth Management, Inc. | 15,965 | $14.1M | 8.73% | −570−3.4% | Reduced |
| Strategy Asset Managers LLC | 15,929 | $14.1M | 2.71% | +9,091+132.9% | Added |
| Wealth Advisory Solutions, LLC | 15,892 | $14.1M | 3.88% | −494−3.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 15,891 | $14.1M | 0.86% | +15,891 | New |
| International Assets Investment Management, LLC | 12,463,182 | $14.1M | 0.06% | +12,448,888+87,091.7% | Added |
| Sirios Capital Management L P | 15,840 | $14.0M | 2.48% | −3,374−17.6% | Reduced |
| Laurel Wealth Advisors LLC | 15,835 | $14.0M | 2.25% | −857−5.1% | Reduced |
| Core Alternative Capital | 15,814 | $14.0M | 2.71% | −872−5.2% | Reduced |
| Baker Avenue Asset Management, LP | 15,809 | $14.0M | 0.44% | +3,310+26.5% | Added |
| NWK Group, Inc. | 15,800 | $14.0M | 5.70% | −136−0.9% | Reduced |
| Meeder Advisory Services, Inc. | 15,761 | $14.0M | 0.90% | +438+2.9% | Added |
| We Are One Seven, LLC | 15,655 | $13.9M | 0.60% | +1,922+14.0% | Added |
| Generate Investment Management Ltd | 15,632 | $13.8M | 0.93% | −12,496−44.4% | Reduced |
| Equitable Holdings, Inc. | 15,591 | $13.8M | 0.13% | +1,034+7.1% | Added |
| Denali Advisors LLC | 15,553 | $13.8M | 1.48% | +15,553 | New |
| Schonfeld Strategic Advisors LLC | 15,480 | $13.7M | 0.11% | +8,010+107.2% | Added |
| Market Street Wealth Management Advisors LLC | 15,323 | $13.6M | 2.23% | +36+0.2% | Added |
| Blue Chip Partners, Inc. | 15,281 | $13.5M | 1.18% | +372+2.5% | Added |
| Principal Securities, Inc. | 15,189 | $13.5M | 0.33% | +1,027+7.3% | Added |
| Headlands Technologies LLC | 15,094 | $13.4M | 1.54% | +8,322+122.9% | Added |
| Sustainable Insight Capital Management, LLC | 15,032 | $13.3M | 6.04% | +844+5.9% | Added |
| Harbor Capital Advisors, Inc. | 14,964 | $13.3M | 0.58% | −14−0.1% | Reduced |
| Alpha Cubed Investments, LLC | 14,962 | $13.3M | 0.59% | +865+6.1% | Added |
| Neville Rodie & Shaw Inc | 14,934 | $13.2M | 0.97% | −439−2.9% | Reduced |
| CCM Investment Advisers LLC | 14,914 | $13.2M | 1.47% | +172+1.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 14,908 | $13.2M | 0.71% | +50.0% | Added |
| Princeton Capital Management LLC | 14,906 | $13.2M | 4.16% | +917+6.6% | Added |
| Hartford Financial Management Inc. | 14,894 | $13.2M | 2.70% | −17−0.1% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 14,884 | $13.2M | 5.24% | +22+0.1% | Added |
| Callahan Advisors, LLC | 14,881 | $13.2M | 1.28% | +301+2.1% | Added |
| Bell & Brown Wealth Advisors, LLC | 14,879 | $13.2M | 5.15% | −245−1.6% | Reduced |
| Larson Financial Group LLC | 14,844 | $13.2M | 0.75% | −300−2.0% | Reduced |
| ClariVest Asset Management LLC | 14,487 | $13.1M | 1.34% | 00.0% | Unchanged |
| Tobam | 14,784 | $13.1M | 2.39% | −7,388−33.3% | Reduced |
| Lansdowne Partners (UK) LLP | 14,647 | $13.0M | 1.01% | −851−5.5% | Reduced |
| Fairfield Financial Advisors, LTD | 14,639 | $13.0M | 4.41% | +429+3.0% | Added |
| Kingswood Wealth Advisors, LLC | 14,630 | $13.0M | 0.92% | +831+6.0% | Added |
| Jaffetilchin Investment Partners, LLC | 14,617 | $12.9M | 0.98% | +693+5.0% | Added |
| Sivik Global Healthcare LLC | 14,500 | $12.8M | 5.48% | −500−3.3% | Reduced |
| GAMMA Investing LLC | 14,491 | $12.8M | 1.27% | +2,833+24.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,467 | $12.8M | 0.60% | −5,432−27.3% | Reduced |
| Frank, Rimerman Advisors LLC | 14,449 | $12.8M | 0.91% | +695+5.1% | Added |
| Pensionmark Financial Group, LLC | 14,429 | $12.8M | 0.40% | +1,352+10.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 14,419 | $12.8M | 2.57% | −209−1.4% | Reduced |
| IMC-Chicago, LLC | 14,324 | $12.7M | 0.37% | +14,324 | New |
| Smithbridge Asset Management Inc | 14,304 | $12.7M | 2.18% | +6,143+75.3% | Added |
| Barometer Capital Management Inc. | 14,292 | $12.7M | 3.65% | −198−1.4% | Reduced |
| ExodusPoint Capital Management, LP | 14,285 | $12.7M | 0.13% | −13,739−49.0% | Reduced |
| Merit Financial Group, LLC | 14,244 | $12.6M | 0.28% | −1,371−8.8% | Reduced |
| NatWest Group plc | 14,235 | $12.6M | 3.73% | +375+2.7% | Added |
| Apollon Wealth Management, LLC | 14,230 | $12.6M | 0.36% | +936+7.0% | Added |
| RNC Capital Management LLC | 13,912 | $12.6M | 0.70% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 14,168 | $12.6M | 1.84% | +1,266+9.8% | Added |
| JLB & Associates Inc | 14,153 | $12.5M | 1.61% | −1,236−8.0% | Reduced |
| Bensler, LLC | 14,132 | $12.5M | 1.58% | +777+5.8% | Added |
| Waldron Private Wealth LLC | 14,039 | $12.4M | 0.52% | −28−0.2% | Reduced |
| Spirepoint Private Client, LLC | 14,000 | $12.4M | 1.64% | −175−1.2% | Reduced |
| Farther Finance Advisors, LLC | 13,973 | $12.4M | 0.46% | +1,520+12.2% | Added |
| Anchor Investment Management, LLC | 13,950 | $12.4M | 1.17% | −16−0.1% | Reduced |
| Buckingham Strategic Partners | 13,879 | $12.3M | 0.26% | +994+7.7% | Added |
| Peoples Financial Services Corp. | 13,718 | $12.2M | 5.51% | −2,107−13.3% | Reduced |
| Diversified Trust Co | 13,671 | $12.1M | 0.31% | −529−3.7% | Reduced |
| Wellington Shields & Co., LLC | 13,535 | $12.0M | 3.65% | −10.0% | Reduced |
| Goldstream Capital Management Ltd | 13,494 | $12.0M | 5.41% | +379+2.9% | Added |
| Benjamin Edwards Inc | 13,463 | $11.9M | 0.17% | +10,231+316.6% | Added |
| Fulton Bank, N.A. | 13,476 | $11.9M | 0.46% | +94+0.7% | Added |
| American Financial Advisors, LLC | 13,371 | $11.8M | 1.62% | −19−0.1% | Reduced |
| Intrust Bank NA | 13,355 | $11.8M | 1.18% | −39−0.3% | Reduced |
| Abn Amro Investment Solutions | 13,342 | $11.8M | 0.21% | −689−4.9% | Reduced |
| APG Asset Management US Inc. | 13,363 | $11.8M | 0.08% | −190,965−93.5% | Reduced |
| CMH Wealth Management LLC | 13,320 | $11.8M | 2.78% | −367−2.7% | Reduced |
| NorthRock Partners, LLC | 13,244 | $11.7M | 0.39% | +236+1.8% | Added |
| Motco | 13,205 | $11.7M | 1.17% | +4,146+45.8% | Added |
| Nwam LLC | 13,194 | $11.7M | 0.71% | +13,194 | New |
| Sphera Funds Management Ltd. | 13,190 | $11.7M | 1.91% | 00.0% | Unchanged |
| Wedmont Private Capital | 13,002 | $11.7M | 0.67% | +592+4.8% | Added |
| Point72 Asset Management, L.P. | 13,158 | $11.7M | 0.04% | +13,158 | New |
| First Citizens Bank & Trust Co | 13,157 | $11.7M | 0.26% | +4,339+49.2% | Added |
| WCM Investment Management, LLC | 13,260 | $11.6M | 0.03% | +1,716+14.9% | Added |
| Moody National Bank Trust Division | 13,126 | $11.6M | 1.24% | +753+6.1% | Added |
| Union Heritage Capital, LLC | 13,120 | $11.6M | 4.29% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 13,065 | $11.6M | 1.42% | +4,271+48.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 13,053 | $11.6M | 1.14% | −832−6.0% | Reduced |
| Home Federal Bank of Tennessee | 13,017 | $11.5M | 3.30% | −262−2.0% | Reduced |
| Providence Wealth Advisors, LLC | 12,760 | $11.5M | 8.52% | −26−0.2% | Reduced |
| ROI Financial Advisors, LLC | 12,998 | $11.5M | 7.95% | −794−5.8% | Reduced |
| Cable Hill Partners, LLC | 12,888 | $11.4M | 1.12% | +289+2.3% | Added |
| Birmingham Capital Management Co Inc | 12,875 | $11.4M | 4.15% | −1,025−7.4% | Reduced |
| Money Concepts Capital Corp | 12,867 | $11.4M | 0.87% | −328−2.5% | Reduced |
| Marietta Wealth Management, LLC | 12,824 | $11.4M | 1.65% | −80−0.6% | Reduced |
| Alley Investment Management Company, LLC | 12,812 | $11.4M | 1.44% | +2,126+19.9% | Added |
| Cullen Investment Group, Ltd. | 12,762 | $11.3M | 1.69% | −128−1.0% | Reduced |
| Cidel Asset Management Inc | 12,689 | $11.2M | 0.79% | +2,667+26.6% | Added |
| Affinity Wealth Management LLC | 12,674 | $11.2M | 1.99% | −124−1.0% | Reduced |
| Timber Creek Capital Management LLC | 12,632 | $11.2M | 3.13% | +86+0.7% | Added |
| Jacobi Capital Management LLC | 12,628 | $11.2M | 0.85% | −49−0.4% | Reduced |
| Naples Global Advisors, LLC | 12,577 | $11.1M | 1.04% | −203−1.6% | Reduced |
| Cornerstone Wealth Group, LLC | 12,563 | $11.1M | 0.92% | +324+2.6% | Added |
| Community Trust & Investment Co | 12,555 | $11.1M | 0.71% | +11,098+761.7% | Added |
| Bremer Bank National Association | 12,553 | $11.1M | 2.10% | −553−4.2% | Reduced |