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 |
|---|---|---|---|---|---|
| ProVise Management Group, LLC | 1,092 | $843.0K | 0.07% | +2+0.2% | Added |
| WJ Wealth Management, LLC | 1,092 | $843.0K | 0.29% | −4,664−81.0% | Reduced |
| Stillwater Capital Advisors, LLC | 1,094 | $844.5K | 0.10% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 1,095 | $845.3K | 0.72% | −71−6.1% | Reduced |
| New Perspectives, Inc | 1,097 | $846.9K | 0.45% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 1,138 | $847.7K | 0.20% | +1,138 | New |
| Paulson Wealth Management Inc. | 1,099 | $848.4K | 0.23% | +43+4.1% | Added |
| Davis Investment Partners, LLC | 1,061 | $848.8K | 0.36% | +204+23.8% | Added |
| Godsey & Gibb Associates | 1,100 | $849.2K | 0.08% | −92−7.7% | Reduced |
| Lifelong Wealth Advisors, Inc. | 1,100 | $849.2K | 0.38% | +1,100 | New |
| Cercano Management LLC | 1,105 | $853.1K | 0.02% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,107 | $854.6K | 0.07% | −34−3.0% | Reduced |
| Garde Capital, Inc. | 1,107 | $855.0K | 0.06% | +205+22.7% | Added |
| Quantum Financial Advisors, LLC | 1,108 | $855.3K | 0.13% | −40−3.5% | Reduced |
| JB Capital LLC | 1,109 | $856.3K | 0.05% | −28−2.5% | Reduced |
| Eads & Heald Wealth Management | 1,110 | $857.0K | 0.42% | −88−7.3% | Reduced |
| Wealth Quarterback LLC | 1,111 | $857.4K | 0.40% | −606−35.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,112 | $858.5K | 0.24% | −12−1.1% | Reduced |
| Fingerlakes Wealth Management, Inc. | 1,114 | $859.7K | 0.69% | −5−0.4% | Reduced |
| Fort Point Capital Partners LLC | 1,118 | $863.1K | 0.10% | −54−4.6% | Reduced |
| Delta Wealth Advisors LLC | 1,120 | $864.6K | 0.81% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,124 | $867.5K | 0.07% | +73+6.9% | Added |
| Tran Capital Management, L.P. | 1,126 | $869.3K | 0.10% | −1,608−58.8% | Reduced |
| Heritage Wealth Advisors | 1,128 | $870.8K | 0.04% | +9+0.8% | Added |
| Silverlake Wealth Management LLC | 1,129 | $871.3K | 0.34% | 00.0% | Unchanged |
| Sunpointe, LLC | 1,130 | $872.1K | 0.44% | +126+12.5% | Added |
| Acorns Advisers, LLC | 1,132 | $874.0K | 0.01% | +238+26.6% | Added |
| SS&H Financial Advisors, Inc. | 1,134 | $876.0K | 0.32% | +175+18.2% | Added |
| BIP Wealth, LLC | 1,136 | $876.8K | 0.06% | +148+15.0% | Added |
| Clearwater Capital Advisors, LLC | 1,136 | $877.0K | 0.09% | 00.0% | Unchanged |
| Legacy Trust | 1,138 | $878.5K | 0.20% | −219−16.1% | Reduced |
| Vista Wealth Management Group, LLC | 1,139 | $879.0K | 0.06% | +59+5.5% | Added |
| Cambridge Financial Group, LLC | 1,139 | $879.3K | 0.38% | −30−2.6% | Reduced |
| Stevard, LLC | 1,139 | $879.3K | 3.28% | 00.0% | Unchanged |
| Private Capital Management LLC | 1,142 | $881.7K | 0.18% | −407−26.3% | Reduced |
| Black Swift Group, LLC | 1,145 | $883.9K | 0.19% | −4,225−78.7% | Reduced |
| CFC Planning Co LLC | 1,149 | $887.7K | 0.95% | +1,149 | New |
| Security Financial Services, INC. | 1,150 | $887.8K | 0.18% | +18+1.6% | Added |
| Kraematon Investment Advisors, Inc | 1,151 | $888.6K | 0.88% | +1+0.1% | Added |
| Dock Street Asset Management Inc | 1,152 | $889.3K | 0.11% | +34+3.0% | Added |
| Albion Financial Group | 1,153 | $890.1K | 0.06% | +27+2.4% | Added |
| Aspire Growth Partners LLC | 1,154 | $890.6K | 0.87% | +1,154 | New |
| Shelton Wealth Management, LLC | 1,155 | $891.7K | 0.49% | +422+57.6% | Added |
| Lazari Capital Management, Inc. | 1,158 | $894.0K | 0.36% | +643+124.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,159 | $894.8K | 0.12% | −604−34.3% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 1,126 | $895.9K | 0.42% | −26−2.3% | Reduced |
| Convergence Investment Partners, LLC | 1,162 | $897.0K | 0.20% | −27−2.3% | Reduced |
| Richard W. Paul & Associates, LLC | 1,163 | $897.7K | 0.33% | +136+13.2% | Added |
| LexAurum Advisors, LLC | 1,163 | $898.0K | 0.18% | +85+7.9% | Added |
| Grandview Asset Management LLC | 1,163 | $898.0K | 0.33% | +1,163 | New |
| Ables, Iannone, Moore & Associates, Inc. | 1,165 | $899.4K | 0.55% | +1,165 | New |
| Warren Street Wealth Advisors, LLC | 1,166 | $900.2K | 0.37% | +61+5.5% | Added |
| Versant Capital Management, Inc | 1,167 | $900.9K | 0.19% | +188+19.2% | Added |
| Parcion Private Wealth LLC | 1,168 | $901.7K | 0.07% | −7−0.6% | Reduced |
| Private Client Services, LLC | 1,172 | $904.6K | 0.49% | +96+8.9% | Added |
| Bluesphere Advisors, LLC | 1,173 | $905.2K | 0.44% | +207+21.4% | Added |
| Brucke Financial, Inc. | 1,117 | $906.2K | 0.78% | +1,117 | New |
| Corundum Trust Company, INC | 1,178 | $909.4K | 2.73% | −27−2.2% | Reduced |
| Ninepoint Partners LP | 1,179 | $910.2K | 0.14% | +281+31.3% | Added |
| Interchange Capital Partners, LLC | 1,181 | $912.0K | 0.33% | +120+11.3% | Added |
| Northwest Wealth Management, LLC | 1,184 | $914.0K | 0.19% | +113+10.6% | Added |
| Pathway Financial Advisers, LLC | 1,186 | $915.4K | 0.31% | −1,021,202−99.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,186 | $915.6K | 0.56% | −870−42.3% | Reduced |
| Swisher Financial Concepts, Inc. | 1,187 | $916.4K | 1.08% | +85+7.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,188 | $917.0K | 0.28% | −56−4.5% | Reduced |
| Consolidated Planning Corp | 1,188 | $917.1K | 0.12% | −4,066−77.4% | Reduced |
| Register Financial Advisors LLC | 1,190 | $918.7K | 0.46% | +20+1.7% | Added |
| Briaud Financial Planning, Inc | 1,194 | $921.0K | 0.38% | +1,048+717.8% | Added |
| Bordeaux Wealth Advisors LLC | 1,194 | $921.8K | 0.15% | +140+13.3% | Added |
| RFP Financial Group LLC | 1,196 | $923.1K | 0.36% | −1,384−53.6% | Reduced |
| Hummer Financial Advisory Services Inc | 1,196 | $923.3K | 0.73% | −75−5.9% | Reduced |
| Pointe Capital Management LLC | 1,196 | $923.3K | 0.53% | −21−1.7% | Reduced |
| Ransom Advisory, Ltd | 1,196 | $923.3K | 0.42% | +465+63.6% | Added |
| United Community Bank | 1,197 | $924.1K | 0.36% | +120+11.1% | Added |
| Potentia Wealth | 1,198 | $924.9K | 0.41% | +1,198 | New |
| Joel Adams & Associates, Inc. | 1,199 | $925.6K | 0.84% | +1,199 | New |
| GW Henssler & Associates Ltd | 1,047 | $927.6K | 0.05% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 1,204 | $929.6K | 0.34% | −8−0.7% | Reduced |
| Prentice Wealth Management LLC | 1,206 | $931.0K | 0.27% | +44+3.8% | Added |
| Guidance Capital, Inc | 1,187 | $932.5K | 0.29% | +1,187 | New |
| Stony Point Wealth Management Inc. | 1,208 | $932.9K | 0.37% | +87+7.8% | Added |
| Ellis Investment Partners, LLC | 1,209 | $933.2K | 0.18% | +82+7.3% | Added |
| Exchange Bank | 1,211 | $934.9K | 0.75% | +222+22.4% | Added |
| Victrix Investment Advisors | 1,212 | $935.9K | 0.67% | +1,212 | New |
| GoalVest Advisory LLC | 1,213 | $936.4K | 0.26% | +42+3.6% | Added |
| Ocean Capital Management, LLC | 1,215 | $938.0K | 0.20% | −14−1.1% | Reduced |
| One Wealth Capital Management, LLC | 1,221 | $942.6K | 0.48% | +1,221 | New |
| HF Advisory Group, LLC | 1,221 | $942.9K | 0.43% | −1,088−47.1% | Reduced |
| Clarus Wealth Advisors | 1,184 | $944.2K | 0.47% | +451+61.5% | Added |
| Edgemoor Investment Advisors, Inc. | 1,223 | $944.3K | 0.08% | +9+0.7% | Added |
| Gilliland Jeter Wealth Management LLC | 1,224 | $944.9K | 0.32% | −101−7.6% | Reduced |
| Wealth Management Strategies, Inc. | 1,226 | $946.3K | 0.72% | +1,226 | New |
| Trivant Custom Portfolio Group, LLC | 1,227 | $947.2K | 0.55% | −15−1.2% | Reduced |
| Sherbrooke Park Advisers LLC | 1,227 | $947.2K | 0.30% | +162+15.2% | Added |
| Phillips Financial Management, LLC | 1,229 | $948.4K | 0.07% | −67−5.2% | Reduced |
| Monterey Private Wealth, Inc. | 1,231 | $950.4K | 0.31% | +61+5.2% | Added |
| Nicolet Bankshares Inc | 1,233 | $951.9K | 0.22% | −21−1.7% | Reduced |
| Farringdon Capital, Ltd. | 1,236 | $954.2K | 0.39% | +1,236 | New |
| International Private Wealth Advisors LLC | 1,240 | $957.1K | 0.95% | +1,240 | New |
| Greenspring Advisors, LLC | 1,240 | $957.3K | 0.21% | −250−16.8% | Reduced |