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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; 4,643 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, Q4 2024

Institutional positions in Eli Lilly & Co as of Dec 31, 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
3,914
+311 vs. Q3 2024
Shares held
781.7M
−6.44M (−0.8%) vs. Q3 2024
Total value
$602.9B
−$82.8B (−12.1%) vs. Q3 2024
New holders
510
1,533 more added
Sold out
199
1,476 more reduced

64 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 3,914 institutions
Q1 2021: 1,952 institutionsQ2 2021: 2,027 institutionsQ3 2021: 2,056 institutionsQ4 2021: 2,308 institutionsQ1 2022: 2,350 institutionsQ2 2022: 2,451 institutionsQ3 2022: 2,490 institutionsQ4 2022: 2,673 institutionsQ1 2023: 2,620 institutionsQ2 2023: 2,819 institutionsQ3 2023: 2,979 institutionsQ4 2023: 3,277 institutionsQ1 2024: 3,466 institutionsQ2 2024: 3,572 institutionsQ3 2024: 3,667 institutionsQ4 2024: 3,914 institutionsQ1 2025: 3,929 institutionsQ2 2025: 3,915 institutionsQ3 2025: 3,905 institutionsQ4 2025: 4,453 institutionsQ1 2026: 4,392 institutionsQ2 2026: 4,643 institutions
Value heldQ4 2024: $602.9B
Q1 2021: $148.0BQ2 2021: $182.0BQ3 2021: $183.1BQ4 2021: $218.0BQ1 2022: $225.8BQ2 2022: $255.6BQ3 2022: $256.1BQ4 2022: $288.4BQ1 2023: $269.7BQ2 2023: $366.7BQ3 2023: $421.9BQ4 2023: $457.2BQ1 2024: $607.2BQ2 2024: $707.0BQ3 2024: $687.4BQ4 2024: $602.9BQ1 2025: $688.4BQ2 2025: $610.1BQ3 2025: $583.5BQ4 2025: $843.2BQ1 2026: $712.9BQ2 2026: $942.7B
Institutions holding LLY and their total value by quarter
QuarterHoldersValue
Q2 20264,643$942.7B
Q1 20264,392$712.9B
Q4 20254,453$843.2B
Q3 20253,905$583.5B
Q2 20253,915$610.1B
Q1 20253,929$688.4B
Q4 20243,914$602.9B
Q3 20243,667$687.4B
Q2 20243,572$707.0B
Q1 20243,466$607.2B
Q4 20233,277$457.2B
Q3 20232,979$421.9B
Q2 20232,819$366.7B
Q1 20232,620$269.7B
Q4 20222,673$288.4B
Q3 20222,490$256.1B
Q2 20222,451$255.6B
Q1 20222,350$225.8B
Q4 20212,308$218.0B
Q3 20212,056$183.1B
Q2 20212,027$182.0B
Q1 20211,952$148.0B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q3 2024.

Institutions holding LLY in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Altshuler Shaham Ltd19,207$00.00%+19,207New
Y.D. More Investments Ltd171$3620.00%+35+25.7%Added
Demars Financial Group, LLC518,864$6720.02%+518,192+77,111.9%Added
Conquis Financial LLC1$7720.00%+1New
Bridge Generations Wealth Management LLC1$7720.00%+1New
HBC Financial Services, PLLC2$1.00K0.00%+2New
Perritt Capital Management Inc2$1.54K0.00%+2New
Fairway Wealth LLC3$2.32K0.00%+3New
Ball & Co Wealth Management Inc.5$3.00K0.00%+5New
Fairman Group, LLC4$3.09K0.00%−4−50.0%Reduced
Ruedi Wealth Management, Inc.4$3.09K0.00%00.0%Unchanged
CGC Financial Services, LLC4$3.09K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC4$3.09K0.00%+4New
Sugar Maple Asset Management, LLC4$3.09K0.00%+4New
Longfellow Investment Management Co LLC5$3.86K0.00%00.0%Unchanged
Evelyn Partners Asset Management Ltd5$3.86K0.00%+5New
NBC Securities, Inc.5$4.41K0.40%−5,014−99.9%Reduced
Sanctuary Wealth Management, L.L.C.6$4.63K0.00%00.0%Unchanged
Lummis Asset Management, LP6$4.63K0.01%00.0%Unchanged
Lowe Wealth Advisors, LLC6$4.63K0.00%+6New
Alexis Investment Partners, LLC6$4.63K0.00%+6New
Red Tortoise LLC7$5.40K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC7$6.15K0.00%+7New
Legacy Wealth Managment, LLC7$6.15K0.00%+7New
Belvedere Trading LLC9$6.95K0.00%+9New
Dixon Mitchell Investment Counsel Inc.9$6.95K0.00%+9New
Disciplina Capital Management LLC10$7.51K0.00%00.0%Unchanged
Stephenson National Bank & Trust10$7.72K0.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$7.72K0.00%00.0%Unchanged
Slocum, Gordon & Co LLP10$7.72K0.01%00.0%Unchanged
WestEnd Advisors, LLC10$7.72K0.00%+1+11.1%Added
Financial Gravity Companies, Inc.10$7.72K0.00%+10New
Mizuho Securities Co. Ltd.10$7.74K0.12%−910−98.9%Reduced
Pension & Wealth Management Advisors, Inc.11$8.49K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.11$8.49K0.01%+11New
Redwood Park Advisors LLC11$8.49K0.01%+11New
Rogco, LP12$9.26K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC12$9.26K0.01%+12New
Talon Private Wealth, LLC13$10.0K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC14$11.0K0.01%00.0%Unchanged
JDM Financial Group LLC15$11.6K0.01%−9−37.5%Reduced
Citizens National Bank Trust Department15$11.6K0.00%00.0%Unchanged
Pacific Center for Financial Services15$11.6K0.00%+1+7.1%Added
Catherine Avery Investment Management LLC15$11.6K0.01%+15New
Davis Capital Management16$12.4K0.01%−100−86.2%Reduced
DecisionPoint Financial, LLC16$12.4K0.00%00.0%Unchanged
Winnow Wealth LLC17$12.4K0.01%+17New
ROSS\JOHNSON & Associates LLC17$13.1K0.30%+17New
Westend Capital Management, LLC18$13.9K0.00%−6,664−99.7%Reduced
PayPay Securities Corp19$14.7K0.64%−4−17.4%Reduced
Vermillion & White Wealth Management Group, LLC19$14.7K0.01%00.0%Unchanged
Principia Wealth Advisory, LLC19$14.7K0.01%+19New
Compass Planning Associates Inc19$14.7K0.01%+19New
TD Capital Management LLC24$18.6K0.00%+2+9.1%Added
Blume Capital Management, Inc.25$19.3K0.00%−15−37.5%Reduced
Thompson Investment Management, Inc.25$19.3K0.00%00.0%Unchanged
WealthTrak Capital Management LLC25$19.3K0.02%+25New
Copia Wealth Management25$19.3K0.02%+25New
Marshall & Sterling Wealth Advisors Inc.26$19.4K0.01%+26New
Kozak & Associates, Inc.25$19.6K0.00%+10+66.7%Added
MeadowBrook Investment Advisors LLC26$20.1K0.02%00.0%Unchanged
Cedar Mountain Advisors, LLC26$20.1K0.00%−20−43.5%Reduced
10Elms LLP30$23.2K0.02%+30New
Longview Financial Advisors LLC30$23.2K0.02%+30New
Reyes Financial Architecture, Inc.31$23.9K0.02%+31New
Proffitt & Goodson Inc33$25.5K0.00%−6−15.4%Reduced
Breakwater Investment Management33$25.5K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC33$25.5K0.01%00.0%Unchanged
MidAtlantic Capital Management, Inc.34$26.2K0.02%00.0%Unchanged
Painted Porch Advisors LLC38$29.3K0.01%+18+90.0%Added
Manitou Investment Management Ltd.40$30.9K0.01%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.40$30.9K0.02%+40New
Clark Wealth Partners40$30.9K0.02%+40New
EnRich Financial Partners LLC42$32.7K0.01%00.0%Unchanged
Highline Wealth Partners LLC45$34.8K0.01%+20+80.0%Added
RE Dickinson Investment Advisors, LLC46$35.5K0.02%−250−84.5%Reduced
West Financial Advisors, LLC46$35.5K0.01%−19−29.2%Reduced
O'Brien Wealth Partners LLC47$36.3K0.01%00.0%Unchanged
Western Pacific Wealth Management, LP50$38.8K0.03%00.0%Unchanged
Broadwater Capital Management LLC50$38.8K0.03%00.0%Unchanged
St. Johns Investment Management Company, LLC51$39.4K0.02%00.0%Unchanged
Creative Capital Management Investments LLC52$40.1K0.02%00.0%Unchanged
Itau Unibanco Holding S.A.55$42.5K0.00%−37−40.2%Reduced
Tidemark, LLC55$42.5K0.02%+5+10.0%Added
Caitlin John, LLC56$43.0K0.03%−25−30.9%Reduced
Heck Capital Advisors, LLC56$43.2K0.00%00.0%Unchanged
Vista Private Wealth Partners. LLC57$44.1K0.02%−14−19.7%Reduced
FPC Investment Advisory, Inc.55$44.6K0.03%+43+358.3%Added
Prudent Man Investment Management, Inc.62$47.9K0.03%+62New
Hara Capital LLC65$50.2K0.03%00.0%Unchanged
Hoese & Co LLP65$50.2K0.04%00.0%Unchanged
Compass Financial Services Inc65$50.3K0.03%+65New
Toth Financial Advisory Corp70$54.0K0.01%+4+6.1%Added
Family CFO Inc71$54.8K0.03%00.0%Unchanged
Fiduciary Advisors, Inc.75$57.9K0.06%+75New
Cypress Capital Management LLC (WY)82$63.3K0.07%00.0%Unchanged
Capital A Wealth Management, LLC82$63.3K0.11%+82New
Bellwether Advisors, LLC85$65.6K0.01%+85New
Caldwell Sutter Capital, Inc.86$66.4K0.03%+20+30.3%Added
Winch Advisory Services, LLC87$67.2K0.02%+5+6.1%Added