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
- 3,913
- +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
- 1,532 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 |
|---|---|---|---|---|---|
| PFW Advisors LLC | 858 | $662.4K | 0.20% | +858 | New |
| Hexagon Capital Partners LLC | 858 | $662.5K | 0.12% | +155+22.0% | Added |
| New Wave Wealth Advisors LLC | 858 | $662.6K | 0.27% | −2−0.2% | Reduced |
| Hemington Wealth Management | 861 | $664.0K | 0.17% | +3+0.3% | Added |
| Duncker Streett & Co Inc | 860 | $664.3K | 0.12% | −39−4.3% | Reduced |
| GenTrust, LLC | 861 | $664.7K | 0.03% | +9+1.1% | Added |
| Greenwood Gearhart Inc | 863 | $666.2K | 0.05% | +74+9.4% | Added |
| Dogwood Wealth Management LLC | 863 | $666.5K | 0.35% | −1,022−54.2% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 864 | $666.9K | 0.11% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 865 | $667.8K | 0.17% | +865 | New |
| Insight Advisors, LLC | 863 | $668.4K | 0.11% | −82−8.7% | Reduced |
| Northstar Asset Management LLC | 870 | $671.6K | 0.15% | −75−7.9% | Reduced |
| Christopher J. Hasenberg, Inc | 870 | $671.6K | 0.27% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 870 | $671.6K | 0.10% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 871 | $672.4K | 0.09% | −393−31.1% | Reduced |
| Great Waters Wealth Management | 872 | $672.8K | 0.09% | −41−4.5% | Reduced |
| Berbice Capital Management LLC | 872 | $673.2K | 0.54% | +872 | New |
| Motive Wealth Advisors | 874 | $674.7K | 0.36% | +70+8.7% | Added |
| Sunburst Financial Group, LLC | 875 | $675.3K | 0.17% | +10+1.2% | Added |
| Independent Solutions Wealth Management, LLC | 875 | $675.5K | 0.15% | +3+0.3% | Added |
| Austin Private Wealth, LLC | 875 | $675.5K | 0.06% | +158+22.0% | Added |
| Advyzon Investment Management, LLC | 878 | $677.9K | 0.26% | +878 | New |
| Avalon Trust Co | 881 | $680.1K | 0.05% | +11+1.3% | Added |
| Sage Capital Management, LLC | 884 | $681.8K | 0.34% | −139−13.6% | Reduced |
| Falcon Wealth Planning | 883 | $681.9K | 0.08% | +144+19.5% | Added |
| Wincap Financial LLC | 885 | $683.1K | 0.70% | +885 | New |
| Next Capital Management LLC | 885 | $683.2K | 0.28% | −24−2.6% | Reduced |
| Key Financial Inc | 888 | $685.5K | 0.16% | +5+0.6% | Added |
| Horizon Financial Services, LLC | 890 | $687.1K | 0.39% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 890 | $687.1K | 0.19% | −4−0.4% | Reduced |
| Pittenger & Anderson Inc | 893 | $689.4K | 0.03% | −392−30.5% | Reduced |
| Legacy Edge Advisors, LLC | 891 | $689.5K | 0.11% | +56+6.7% | Added |
| Net Worth Advisory Group | 895 | $691.0K | 0.21% | −24−2.6% | Reduced |
| Quantum Private Wealth, LLC | 896 | $692.1K | 0.22% | +200+28.7% | Added |
| Knuff & Co LLC | 899 | $694.0K | 0.21% | −139−13.4% | Reduced |
| Wealth Advisors of Iowa, LLC | 899 | $694.2K | 0.35% | −113−11.2% | Reduced |
| Strategic Financial Concepts, LLC | 899 | $694.2K | 0.13% | +363+67.7% | Added |
| JPL Wealth Management, LLC | 899 | $694.2K | 0.20% | +899 | New |
| Regatta Capital Group, LLC | 899 | $694.2K | 0.13% | −22−2.4% | Reduced |
| Concorde Asset Management, LLC | 900 | $694.6K | 0.36% | −206−18.6% | Reduced |
| Harbor Advisors LLC | 900 | $694.8K | 0.11% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 901 | $695.6K | 0.09% | −12−1.3% | Reduced |
| Hillsdale Investment Management Inc. | 902 | $696.3K | 0.04% | −260−22.4% | Reduced |
| Councilmark Asset Management, LLC | 902 | $696.3K | 0.47% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 903 | $696.9K | 0.35% | −6−0.7% | Reduced |
| Arvest Investments, Inc. | 905 | $698.7K | 0.11% | +35+4.0% | Added |
| Mason & Associates Inc | 907 | $700.2K | 0.16% | −15−1.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 911 | $703.3K | 0.38% | +95+11.6% | Added |
| Fermata Advisors, LLC | 913 | $704.9K | 0.13% | −351−27.8% | Reduced |
| Inceptionr LLC | 915 | $706.4K | 0.16% | +130+16.6% | Added |
| MinichMacGregor Wealth Management, LLC | 915 | $706.6K | 0.15% | +185+25.3% | Added |
| Signal Advisors Wealth, LLC | 915 | $706.7K | 0.08% | +14+1.6% | Added |
| Sterling Investment Advisors, Ltd. | 918 | $708.7K | 0.17% | −7−0.8% | Reduced |
| Apexium Financial, LP | 920 | $710.6K | 0.04% | +272+42.0% | Added |
| Summit Financial Wealth Advisors, LLC | 878 | $711.2K | 0.14% | +30+3.5% | Added |
| Acorn Creek Capital LLC | 921 | $711.3K | 0.37% | −12−1.3% | Reduced |
| Wedgewood Investors Inc | 922 | $711.8K | 0.84% | −20−2.1% | Reduced |
| Claris Financial LLC | 924 | $713.2K | 0.47% | +924 | New |
| YANKCOM Partnership | 925 | $714.1K | 0.38% | +925 | New |
| SOA Wealth Advisors, LLC. | 925 | $714.3K | 0.13% | +61+7.1% | Added |
| Members Wealth LLC | 820 | $715.6K | 0.53% | +820 | New |
| Aspen Investment Management Inc | 927 | $716.0K | 0.33% | −257−21.7% | Reduced |
| Strait & Sound Wealth Management LLC | 927 | $716.0K | 0.33% | +48+5.5% | Added |
| Cowa, LLC | 928 | $716.4K | 0.33% | +225+32.0% | Added |
| Total Clarity Wealth Management, Inc. | 933 | $720.1K | 0.23% | −99−9.6% | Reduced |
| Golden State Wealth Management, LLC | 934 | $721.6K | 0.11% | +934 | New |
| First United Bank Trust | 936 | $722.6K | 0.26% | −49−5.0% | Reduced |
| Petix & Botte Co | 936 | $722.6K | 0.19% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 937 | $723.4K | 0.35% | +445+90.4% | Added |
| Mount Vernon Associates Inc | 940 | $726.0K | 0.57% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 942 | $727.2K | 0.17% | +48+5.4% | Added |
| Tranquility Partners, LLC | 924 | $728.2K | 0.27% | −28−2.9% | Reduced |
| Oxbow Advisors, LLC | 945 | $729.6K | 0.09% | −147−13.5% | Reduced |
| Milestone Asset Management, LLC | 945 | $730.1K | 0.16% | −293−23.7% | Reduced |
| Centerline Wealth Advisors, LLC | 947 | $731.1K | 0.43% | +947 | New |
| American Trust Investment Advisors, LLC | 948 | $731.9K | 0.30% | −45−4.5% | Reduced |
| CoreFirst Bank & Trust | 950 | $733.4K | 0.44% | −50−5.0% | Reduced |
| WMG Financial Advisors, LLC | 950 | $733.4K | 0.32% | +471+98.3% | Added |
| Addison Advisors LLC | 952 | $734.9K | 0.20% | −14−1.4% | Reduced |
| Grey Fox Wealth Advisors, LLC | 953 | $735.4K | 0.20% | +1+0.1% | Added |
| Plotkin Financial Advisors, LLC | 954 | $736.5K | 0.44% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 956 | $738.0K | 0.57% | 00.0% | Unchanged |
| SWMG, LLC | 979 | $738.1K | 0.29% | +4+0.4% | Added |
| von Borstel & Associates, Inc. | 959 | $740.0K | 0.29% | +10+1.1% | Added |
| Coastal Investment Advisors, Inc. | 947 | $740.7K | 0.30% | −167−15.0% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 960 | $741.4K | 0.46% | +960 | New |
| Oak Harvest Investment Services | 962 | $742.5K | 0.10% | +104+12.1% | Added |
| Commonwealth Financial Services, LLC | 962 | $742.6K | 0.15% | +131+15.8% | Added |
| RPS Advisory Solutions LLC | 963 | $743.6K | 0.46% | −35−3.5% | Reduced |
| Tarbox Family Office, Inc. | 964 | $744.4K | 0.12% | −4−0.4% | Reduced |
| Cavalier Investments, LLC | 966 | $745.8K | 0.25% | −31,590−97.0% | Reduced |
| Driehaus Capital Management LLC | 967 | $746.5K | 0.01% | −223−18.7% | Reduced |
| Abel Hall, LLC | 972 | $750.1K | 0.48% | −68−6.5% | Reduced |
| Values Added Financial LLC | 972 | $750.4K | 0.43% | +606+165.6% | Added |
| BlackDiamond Wealth Management Inc. | 973 | $751.3K | 0.43% | −138−12.4% | Reduced |
| Altiora Financial Group, LLC | 974 | $751.9K | 0.16% | +336+52.7% | Added |
| Gateway Wealth Partners, LLC | 976 | $753.5K | 0.20% | +285+41.2% | Added |
| GEM Asset Management, LLC | 977 | $754.2K | 0.42% | −56−5.4% | Reduced |
| Centurion Wealth Management LLC | 980 | $756.6K | 0.24% | +5+0.5% | Added |
| Alexander Labrunerie & Co., Inc. | 983 | $758.9K | 0.34% | −28−2.8% | Reduced |