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, 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Runnymede Capital Advisors, Inc. | 656 | $506.4K | 0.44% | +656 | New |
| OmniStar Financial Group, Inc. | 656 | $507.1K | 0.41% | −22−3.2% | Reduced |
| Manning & Napier Advisors LLC | 657 | $507.2K | 0.01% | +657 | New |
| Howard Wealth Management, LLC | 658 | $508.3K | 0.27% | +5+0.8% | Added |
| Severin Investments, LLC | 660 | $509.4K | 0.51% | +660 | New |
| Coastal Bridge Advisors, LLC | 660 | $509.5K | 0.13% | +116+21.3% | Added |
| Rise Advisors, LLC | 660 | $509.9K | 0.25% | +7+1.1% | Added |
| IMZ Advisory Inc | 662 | $511.4K | 0.23% | +13+2.0% | Added |
| Almanack Investment Partners, LLC. | 664 | $512.8K | 0.08% | −308−31.7% | Reduced |
| Dark Forest Capital Management LP | 665 | $513.4K | 0.08% | −1,238−65.1% | Reduced |
| Somerset Trust Co | 666 | $514.2K | 0.19% | 00.0% | Unchanged |
| Centerpoint Advisory Group | 666 | $514.2K | 0.50% | +666 | New |
| LeClair Wealth Partners LLC | 666 | $514.2K | 0.34% | +666 | New |
| Shoker Investment Counsel, Inc. | 666 | $514.5K | 0.17% | −13−1.9% | Reduced |
| O'Dell Group, LLC | 668 | $515.6K | 0.12% | −362−35.1% | Reduced |
| Meridian Wealth Partners, LLC | 672 | $518.5K | 0.08% | +6+0.9% | Added |
| Truvestments Capital LLC | 673 | $519.6K | 0.13% | +108+19.1% | Added |
| Banco BTG Pactual S.A. | 668 | $519.8K | 0.12% | +435+186.7% | Added |
| Altman Advisors, Inc. | 675 | $521.1K | 0.22% | −933−58.0% | Reduced |
| TigerOak Management, L.L.C. | 676 | $521.9K | 0.19% | +676 | New |
| Strategic Investment Solutions, Inc. | 677 | $522.5K | 0.17% | +1+0.1% | Added |
| Prudent Man Advisors, LLC | 677 | $522.6K | 0.19% | +365+117.0% | Added |
| Avion Wealth | 678 | $523.0K | 0.13% | −23−3.3% | Reduced |
| Griffin Asset Management, Inc. | 678 | $523.4K | 0.06% | −276−28.9% | Reduced |
| Karpus Management, Inc. | 680 | $525.0K | 0.02% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 680 | $525.0K | 0.07% | +680 | New |
| Verum Partners LLC | 683 | $527.2K | 0.15% | −65−8.7% | Reduced |
| Powell Investment Advisors, LLC | 683 | $527.3K | 0.24% | 00.0% | Unchanged |
| Fearless Solutions, LLC dba Best Invest | 683 | $527.3K | 0.40% | +683 | New |
| Fairhaven Wealth Management, LLC | 684 | $528.0K | 0.17% | +89+15.0% | Added |
| BayBridge Capital Group, LLC | 684 | $528.3K | 0.38% | +2+0.3% | Added |
| Pekin Hardy Strauss, Inc. | 688 | $531.1K | 0.07% | −848−55.2% | Reduced |
| Helium Advisors LLC | 688 | $531.1K | 0.42% | +688 | New |
| Advantage Trust Co | 690 | $532.7K | 0.31% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 691 | $533.1K | 0.07% | −11−1.6% | Reduced |
| Legacy Financial Strategies, LLC | 685 | $533.3K | 0.11% | −80−10.5% | Reduced |
| MPS Loria Financial Planners, LLC | 691 | $533.4K | 0.16% | +1+0.1% | Added |
| Autumn Glory Partners, LLC | 691 | $533.5K | 0.26% | +691 | New |
| Ring Mountain Capital, LLC | 691 | $533.5K | 0.36% | +691 | New |
| Acorn Wealth Advisors, LLC | 691 | $533.5K | 0.22% | +2+0.3% | Added |
| Eaton-Cambridge Inc. | 692 | $534.2K | 0.24% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 692 | $534.2K | 0.14% | +18+2.7% | Added |
| Palo Alto Wealth Advisors, LLC | 692 | $534.5K | 0.19% | +692 | New |
| Walker Asset Management, LLC | 693 | $535.0K | 0.33% | +10+1.5% | Added |
| One + One Wealth Management, LLC | 694 | $535.8K | 0.31% | 00.0% | Unchanged |
| Kaye Capital Management | 695 | $536.4K | 0.24% | +1+0.1% | Added |
| Embree Financial Group | 695 | $536.7K | 0.09% | −80−10.3% | Reduced |
| Cohen & Steers, Inc. | 696 | $537.0K | 0.00% | +218+45.6% | Added |
| Brandywine Managers, LLC | 697 | $538.1K | 0.57% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 742 | $538.2K | 0.04% | −20−2.6% | Reduced |
| 4WEALTH Advisors, Inc. | 698 | $538.6K | 0.55% | +698 | New |
| Resurgent Financial Advisors LLC | 698 | $538.9K | 0.32% | +96+15.9% | Added |
| Kaizen Financial Strategies | 699 | $539.6K | 0.31% | −338−32.6% | Reduced |
| Hall Laurie J Trustee | 700 | $540.0K | 0.18% | −500−41.7% | Reduced |
| New Hampshire Trust | 700 | $540.4K | 0.11% | −4−0.6% | Reduced |
| Hoertkorn Richard Charles | 700 | $540.4K | 0.22% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 700 | $540.4K | 0.28% | +47+7.2% | Added |
| Bolthouse Investments, LLC | 700 | $540.4K | 0.50% | +700 | New |
| Nine Masts Capital Ltd | 700 | $540.4K | 0.10% | +700 | New |
| Castleview Partners, LLC | 697 | $542.3K | 0.29% | +301+76.0% | Added |
| KilterHowling LLC | 622 | $543.4K | 0.31% | 00.0% | Unchanged |
| Retirement Planning Group, LLC | 704 | $543.6K | 0.60% | +704 | New |
| PUREfi Wealth, LLC | 705 | $544.0K | 0.53% | +705 | New |
| Scott Capital Advisors, LLC | 683 | $544.7K | 0.16% | −55−7.5% | Reduced |
| Eagle Bay Advisors LLC | 706 | $544.8K | 0.34% | −78−9.9% | Reduced |
| Next Level Private LLC | 706 | $545.1K | 0.22% | 00.0% | Unchanged |
| CJM Wealth Advisers, Ltd. | 707 | $545.7K | 0.18% | −25−3.4% | Reduced |
| Rational Advisors LLC | 708 | $546.6K | 0.05% | −2,892−80.3% | Reduced |
| Masso Torrence Wealth Management Inc. | 709 | $547.0K | 0.29% | +6+0.9% | Added |
| TSFG, LLC | 713 | $550.0K | 0.11% | −81−10.2% | Reduced |
| Main Management ETF Advisors, LLC | 712 | $550.0K | 0.02% | −64−8.2% | Reduced |
| Revisor Wealth Management LLC | 707 | $550.6K | 0.51% | −478−40.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 714 | $551.1K | 0.21% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 715 | $551.3K | 0.05% | −7−1.0% | Reduced |
| Signature Wealth Management Group | 715 | $552.0K | 0.22% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 717 | $553.7K | 0.18% | −483−40.3% | Reduced |
| Passive Capital Management, LLC. | 718 | $554.3K | 0.20% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 720 | $555.6K | 0.38% | −10−1.4% | Reduced |
| Morton Capital Management LLC | 720 | $556.0K | 0.10% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 721 | $556.5K | 0.56% | −197−21.5% | Reduced |
| Hohimer Wealth Management, LLC | 724 | $558.9K | 0.11% | +308+74.0% | Added |
| Iyo Bank, Ltd. | 726 | $560.0K | 0.19% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 726 | $560.5K | 0.10% | −4,400−85.8% | Reduced |
| Vickerman Investment Advisors, Inc. | 728 | $562.0K | 0.15% | +277+61.4% | Added |
| Taylor Hoffman Capital Management LLC | 729 | $562.8K | 0.20% | 00.0% | Unchanged |
| New World Advisors LLC | 729 | $562.8K | 0.14% | +328+81.8% | Added |
| Cyr Financial Inc. | 730 | $563.6K | 0.51% | +730 | New |
| Topsail Wealth Management, LLC | 731 | $564.3K | 0.12% | +731 | New |
| Portland Global Advisors LLC | 732 | $565.1K | 0.07% | +4+0.5% | Added |
| Chemistry Wealth Management LLC | 734 | $566.6K | 0.13% | −87−10.6% | Reduced |
| Octavia Wealth Advisors, LLC | 735 | $567.5K | 0.07% | +147+25.0% | Added |
| Middleton & Co Inc | 736 | $568.2K | 0.06% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 736 | $568.2K | 0.04% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 738 | $569.7K | 0.33% | −50−6.3% | Reduced |
| Mascoma Wealth Management LLC | 739 | $570.2K | 0.14% | −11−1.5% | Reduced |
| Barrett & Company, Inc. | 739 | $570.8K | 0.24% | +3+0.4% | Added |
| Cherrydale Wealth Management, LLC | 741 | $571.9K | 0.22% | +3+0.4% | Added |
| Profit Investment Management, LLC | 742 | $572.8K | 0.46% | −29−3.8% | Reduced |
| Salomon & Ludwin, LLC | 744 | $574.4K | 0.06% | −370−33.2% | Reduced |
| Spartan Planning & Wealth Management | 744 | $574.4K | 0.52% | +744 | New |