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 |
|---|---|---|---|---|---|
| NBW Capital LLC | 744 | $574.6K | 0.11% | −17−2.2% | Reduced |
| Atala Financial Inc | 745 | $575.1K | 0.40% | +745 | New |
| GGM Financials LLC | 746 | $576.0K | 0.61% | +1+0.1% | Added |
| Apriem Advisors | 748 | $577.5K | 0.07% | −15−2.0% | Reduced |
| Sovereign Financial Group, Inc. | 748 | $577.5K | 0.13% | +65+9.5% | Added |
| Horan Capital Advisors, LLC. | 750 | $579.0K | 0.19% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 751 | $579.8K | 0.21% | −26−3.3% | Reduced |
| Montis Financial, LLC | 751 | $580.0K | 0.18% | +238+46.4% | Added |
| Armis Advisers, LLC | 755 | $583.2K | 0.07% | +755 | New |
| Armstrong, Fleming & Moore, Inc | 756 | $584.0K | 0.35% | 00.0% | Unchanged |
| SOL Capital Management CO | 756 | $584.0K | 0.07% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 758 | $585.2K | 0.08% | +319+72.7% | Added |
| Benin Management CORP | 759 | $585.9K | 0.16% | 00.0% | Unchanged |
| Bank of New Hampshire | 760 | $586.7K | 0.15% | +2+0.3% | Added |
| DT Investment Partners, LLC | 762 | $588.3K | 0.05% | +17+2.3% | Added |
| McNaughton Wealth Management, LLC | 763 | $589.0K | 0.28% | +55+7.8% | Added |
| Keystone Wealth Services, LLC | 764 | $589.6K | 0.16% | −10−1.3% | Reduced |
| Atlas Legacy Advisors, LLC | 764 | $589.8K | 0.14% | +764 | New |
| Quartz Partners, LLC | 764 | $590.0K | 0.36% | +23+3.1% | Added |
| Hill Investment Group Partners, LLC | 765 | $590.6K | 0.08% | −13−1.7% | Reduced |
| Sterling Financial Planning, Inc. | 766 | $591.5K | 0.22% | −39−4.8% | Reduced |
| Investment Advisory Group, LLC | 767 | $591.7K | 0.20% | +3+0.4% | Added |
| Anchor Capital Advisors LLC | 767 | $592.1K | 0.02% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 768 | $592.7K | 0.10% | +41+5.6% | Added |
| LaSalle St. Investment Advisors, LLC | 769 | $593.0K | 0.18% | −114−12.9% | Reduced |
| Liberty Square Wealth Partners LLC | 704 | $594.4K | 0.22% | +704 | New |
| Lynx Capital Group Ltd | 770 | $594.4K | 0.34% | −100−11.5% | Reduced |
| Symphony Financial Services, Inc. | 775 | $597.4K | 0.48% | −293−27.4% | Reduced |
| WESPAC Advisors, LLC | 774 | $597.5K | 0.44% | −1,685−68.5% | Reduced |
| Core Wealth Partners LLC | 774 | $597.5K | 0.34% | +229+42.0% | Added |
| Aberdeen Wealth Management LLC | 776 | $599.1K | 0.41% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 777 | $599.8K | 0.55% | +777 | New |
| Vestia Personal Wealth Advisors | 778 | $600.7K | 0.49% | +11+1.4% | Added |
| Jackson Thornton Asset Management, LLC | 779 | $601.4K | 0.08% | +213+37.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 782 | $603.9K | 0.26% | +47+6.4% | Added |
| W.H. Cornerstone Investments Inc. | 782 | $603.9K | 0.40% | −277−26.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 783 | $604.5K | 0.11% | +10+1.3% | Added |
| Wulff, Hansen & Co. | 785 | $606.0K | 0.57% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 785 | $606.0K | 0.32% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 786 | $606.8K | 0.12% | +1+0.1% | Added |
| Motiv8 Investments LLC | 786 | $607.0K | 0.43% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 788 | $608.5K | 0.30% | −31−3.8% | Reduced |
| Hart & Patterson Financial Group LLC | 789 | $609.1K | 0.30% | −13−1.6% | Reduced |
| C2C Wealth Management, LLC | 790 | $609.9K | 0.57% | 00.0% | Unchanged |
| Headinvest, LLC | 790 | $609.9K | 0.12% | +92+13.2% | Added |
| Fountainhead AM, LLC | 792 | $611.5K | 0.11% | +141+21.7% | Added |
| Equita Financial Network, Inc. | 793 | $612.2K | 0.22% | −30−3.6% | Reduced |
| Greenhouse Wealth Management, LLC | 794 | $612.8K | 0.41% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 794 | $613.0K | 0.39% | +335+73.0% | Added |
| Capital City Trust Co | 798 | $616.1K | 0.15% | −24−2.9% | Reduced |
| Walkner Condon Financial Advisors LLC | 798 | $616.1K | 0.13% | −137−14.7% | Reduced |
| WT Wealth Management | 800 | $617.6K | 0.19% | 00.0% | Unchanged |
| MSA Advisors, LLC | 800 | $617.6K | 0.15% | 00.0% | Unchanged |
| Security National Bank of So Dak | 800 | $617.6K | 0.34% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 800 | $617.6K | 0.10% | +800 | New |
| Modus Advisors, LLC | 800 | $617.6K | 0.19% | +321+67.0% | Added |
| Cacti Asset Management LLC | 800 | $619.1K | 0.05% | −200−20.0% | Reduced |
| IFG Advisors, LLC | 804 | $620.7K | 0.12% | −57−6.6% | Reduced |
| Twelve Points Wealth Management LLC | 807 | $623.0K | 0.18% | −13−1.6% | Reduced |
| World Equity Group, Inc. | 807 | $623.0K | 0.13% | +51+6.7% | Added |
| Mattern Capital Management, LLC | 807 | $623.0K | 0.08% | +522+183.2% | Added |
| Terril Brothers, Inc. | 808 | $623.8K | 0.19% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 808 | $623.9K | 0.21% | +10+1.3% | Added |
| Nexus Investment Management ULC | 809 | $624.5K | 0.06% | 00.0% | Unchanged |
| Menard Financial Group LLC | 810 | $625.3K | 0.38% | +49+6.4% | Added |
| Readystate Asset Management LP | 811 | $626.1K | 0.03% | +140+20.9% | Added |
| City National Bank of Florida | 811 | $626.1K | 0.57% | +811 | New |
| Knightsbridge Asset Management, LLC | 813 | $627.7K | 0.15% | +15+1.9% | Added |
| Peterson Wealth Advisors, LLC | 803 | $627.9K | 0.11% | +87+12.2% | Added |
| Diamant Asset Management, Inc. | 814 | $628.4K | 0.40% | +14+1.8% | Added |
| Center for Financial Planning, Inc. | 814 | $628.4K | 0.08% | +42+5.4% | Added |
| Fiduciary Financial Group, LLC | 787 | $629.8K | 0.14% | +371+89.2% | Added |
| Evelyn Partners Investment Management Services Ltd | 817 | $630.7K | 0.11% | +817 | New |
| True Link Financial Advisors, LLC | 819 | $632.3K | 0.05% | −8−1.0% | Reduced |
| GSB Wealth Management, LLC | 820 | $633.6K | 0.16% | +230+39.0% | Added |
| Cardiff Park Advisors, LLC | 821 | $633.8K | 0.06% | 00.0% | Unchanged |
| ASB Consultores, LLC | 824 | $636.1K | 0.26% | −301−26.8% | Reduced |
| PrairieView Partners, LLC | 826 | $637.0K | 0.07% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 826 | $637.7K | 0.60% | +826 | New |
| HTLF Bank | 828 | $639.2K | 0.07% | +56+7.3% | Added |
| Main Line Retirement Advisors, LLC | 828 | $639.3K | 0.42% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 829 | $640.0K | 0.27% | −12,665−93.9% | Reduced |
| DMG Group, LLC | 832 | $642.3K | 0.52% | −242−22.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 832 | $642.3K | 0.03% | +3+0.4% | Added |
| Lodestar Private Asset Management LLC | 834 | $643.6K | 0.08% | −169−16.8% | Reduced |
| Drake & Associates, LLC | 733 | $644.0K | 0.18% | −646−46.8% | Reduced |
| Trueblood Wealth Management, LLC | 836 | $645.4K | 0.32% | +1+0.1% | Added |
| Roehl & Yi Investment Advisors, LLC | 838 | $647.0K | 0.36% | +838 | New |
| Consilio Wealth Advisors, LLC | 839 | $647.8K | 0.26% | +3+0.4% | Added |
| one8zero8, LLC | 841 | $649.3K | 0.14% | +841 | New |
| Willner & Heller, LLC | 841 | $649.5K | 0.57% | +223+36.1% | Added |
| Legacy Capital Wealth Partners, LLC | 842 | $650.1K | 0.16% | +297+54.5% | Added |
| NWF Advisory Services Inc. | 843 | $650.8K | 0.10% | −941−52.7% | Reduced |
| Greenfield Savings Bank | 845 | $652.3K | 0.31% | +5+0.6% | Added |
| Beacon Financial Strategies CORP | 850 | $656.4K | 0.44% | −28−3.2% | Reduced |
| Triad Wealth Partners, LLC | 852 | $657.9K | 0.24% | +852 | New |
| Applied Finance Capital Management, LLC | 855 | $660.1K | 0.03% | +12+1.4% | Added |
| Greystone Financial Group, LLC | 855 | $660.1K | 0.11% | +855 | New |
| Firethorn Wealth Partners, LLC | 857 | $661.6K | 0.33% | −19−2.2% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 858 | $662.3K | 0.21% | −13−1.5% | Reduced |