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 |
|---|---|---|---|---|---|
| Ewa, LLC | 1,392 | $1.07M | 0.40% | +165+13.4% | Added |
| Dividend Assets Capital, LLC | 1,394 | $1.08M | 0.21% | −39−2.7% | Reduced |
| MSH Capital Advisors LLC | 1,396 | $1.08M | 0.34% | −49−3.4% | Reduced |
| Pacific Sage Partners, LLC | 1,397 | $1.08M | 0.25% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 1,399 | $1.08M | 0.20% | +1,399 | New |
| Allen Capital Group, LLC | 1,400 | $1.08M | 0.13% | +536+62.0% | Added |
| Fusion Capital, LLC | 1,402 | $1.08M | 0.44% | −3−0.2% | Reduced |
| UMA Financial Services, Inc. | 1,406 | $1.09M | 0.18% | +265+23.2% | Added |
| MBL Wealth, LLC | 1,406 | $1.09M | 0.11% | −28−2.0% | Reduced |
| First Western Trust Bank | 1,409 | $1.09M | 0.05% | −25−1.7% | Reduced |
| Athena Investment Management | 1,409 | $1.09M | 0.63% | −4−0.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,409 | $1.09M | 0.58% | 00.0% | Unchanged |
| Adapt Wealth Advisors, LLC | 1,412 | $1.09M | 0.54% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 1,412 | $1.09M | 0.08% | −131−8.5% | Reduced |
| Camden National Bank | 1,416 | $1.09M | 0.16% | −171−10.8% | Reduced |
| American Investment Services, Inc. | 1,418 | $1.09M | 0.19% | −210−12.9% | Reduced |
| IVC Wealth Advisors LLC | 1,418 | $1.09M | 0.61% | −94−6.2% | Reduced |
| Paragon Capital Management Ltd | 1,422 | $1.10M | 0.22% | +1+0.1% | Added |
| Capital Insight Partners, LLC | 1,424 | $1.10M | 0.19% | 00.0% | Unchanged |
| TABR Capital Management, LLC | 1,425 | $1.10M | 0.96% | +1,425 | New |
| Flagship Wealth Advisors, LLC | 1,426 | $1.10M | 0.65% | +1,426 | New |
| Breed's Hill Capital LLC | 1,426 | $1.10M | 0.58% | +969+212.0% | Added |
| Gillespie Robinson & Grimm Inc | 1,430 | $1.10M | 0.09% | 00.0% | Unchanged |
| Floyd Financial Group LLC | 1,383 | $1.11M | 0.91% | +1,383 | New |
| Maiden Cove Capital, LLC | 1,439 | $1.11M | 1.70% | −24−1.6% | Reduced |
| Thrive Wealth Management, LLC | 1,443 | $1.11M | 0.20% | −63−4.2% | Reduced |
| Horizon Investment Services, LLC | 1,444 | $1.11M | 0.47% | −392−21.4% | Reduced |
| Hobbs Wealth Management, LLC | 1,447 | $1.12M | 1.28% | +1,447 | New |
| Eagle Ridge Investment Management | 1,450 | $1.12M | 0.10% | +156+12.1% | Added |
| Legato Capital Management LLC | 1,454 | $1.12M | 0.15% | −1,623−52.7% | Reduced |
| Financial Avengers, Inc. | 1,455 | $1.12M | 0.53% | −42−2.8% | Reduced |
| Darden Wealth Group Inc | 1,455 | $1.12M | 0.76% | −60−4.0% | Reduced |
| Solstein Capital, LLC | 1,456 | $1.12M | 0.63% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 1,461 | $1.13M | 0.40% | +1,461 | New |
| McLean Asset Management Corp | 1,462 | $1.13M | 0.34% | −284−16.3% | Reduced |
| Hartford Funds Management Co LLC | 1,462 | $1.13M | 0.10% | +44+3.1% | Added |
| Excalibur Management Corp | 1,466 | $1.13M | 0.45% | +88+6.4% | Added |
| Freestone Grove Partners LP | 1,469 | $1.13M | 0.01% | +1,469 | New |
| David J Yvars Group | 1,470 | $1.13M | 0.69% | +42+2.9% | Added |
| Revolve Wealth Partners, LLC | 1,471 | $1.14M | 0.17% | +40+2.8% | Added |
| Financial Engines Advisors L.L.C. | 1,474 | $1.14M | 0.00% | −175−10.6% | Reduced |
| Occidental Asset Management, LLC | 1,475 | $1.14M | 0.18% | +18+1.2% | Added |
| Evanson Asset Management, LLC | 1,476 | $1.14M | 0.08% | −29−1.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,476 | $1.14M | 0.65% | −121−7.6% | Reduced |
| Sky Investment Group LLC | 1,478 | $1.14M | 0.21% | −25−1.7% | Reduced |
| O'Rourke & Company, Inc | 1,479 | $1.14M | 0.56% | +27+1.9% | Added |
| Pine Harbor Wealth Management, LLC | 1,479 | $1.14M | 0.46% | +2+0.1% | Added |
| Beverly Hills Private Wealth, LLC | 1,480 | $1.14M | 0.23% | −241−14.0% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 1,480 | $1.14M | 0.38% | +20+1.4% | Added |
| Clarendon Private LLC | 1,481 | $1.14M | 1.20% | +1,481 | New |
| SignalPoint Asset Management, LLC | 1,482 | $1.14M | 0.28% | −18−1.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,487 | $1.15M | 0.69% | +178+13.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,488 | $1.15M | 0.09% | +95+6.8% | Added |
| Sterling Wealth Management, Inc. | 1,494 | $1.15M | 0.43% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,494 | $1.15M | 0.17% | +378+33.9% | Added |
| Bell Bank | 1,497 | $1.16M | 0.09% | +5+0.3% | Added |
| Jupiter Wealth Management LLC | 1,500 | $1.16M | 0.58% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,498 | $1.16M | 0.51% | +40+2.7% | Added |
| Nwi Management LP | 1,500 | $1.16M | 0.09% | +1,500 | New |
| Financial Life Planners | 1,502 | $1.16M | 0.97% | +1,502 | New |
| Wealth Group, Ltd. | 1,505 | $1.16M | 0.75% | −43−2.8% | Reduced |
| Tevis Investment Management | 1,506 | $1.16M | 0.86% | +581+62.8% | Added |
| Dudley Capital Management, LLC | 1,512 | $1.17M | 0.60% | −32−2.1% | Reduced |
| Canvas Wealth Advisors, LLC | 1,512 | $1.17M | 0.29% | +96+6.8% | Added |
| Zullo Investment Group, Inc. | 1,513 | $1.17M | 0.47% | +37+2.5% | Added |
| Texas Capital Bancshares Inc | 1,514 | $1.17M | 0.47% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,526 | $1.18M | 0.12% | +61+4.2% | Added |
| ERn Financial, LLC | 1,526 | $1.18M | 0.18% | +27+1.8% | Added |
| Bay Capital Advisors, LLC | 1,527 | $1.18M | 0.95% | +1,527 | New |
| Future Financial Wealth Managment LLC | 1,528 | $1.18M | 0.86% | 00.0% | Unchanged |
| Alpha Family Trust | 1,530 | $1.18M | 0.66% | 00.0% | Unchanged |
| Chelsea Counsel Co | 1,530 | $1.18M | 0.61% | +100+7.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,530 | $1.18M | 2.30% | +157+11.4% | Added |
| Morris Retirement Advisors, LLC | 1,530 | $1.18M | 0.63% | +351+29.8% | Added |
| Cherry Tree Wealth Management, LLC | 1,531 | $1.18M | 0.29% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,533 | $1.18M | 0.70% | +64+4.4% | Added |
| Dover Advisors, LLC | 1,534 | $1.18M | 0.68% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,537 | $1.19M | 0.89% | −10−0.6% | Reduced |
| Thompson Davis & Co., Inc. | 1,537 | $1.19M | 0.76% | 00.0% | Unchanged |
| Gleason Group, Inc. | 1,538 | $1.19M | 0.21% | −711−31.6% | Reduced |
| BHK Investment Advisors, LLC | 1,538 | $1.19M | 0.45% | −48−3.0% | Reduced |
| Abundance Wealth Counselors | 1,539 | $1.19M | 0.26% | +83+5.7% | Added |
| Worth Asset Management, LLC | 1,539 | $1.19M | 0.63% | −91−5.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,540 | $1.19M | 0.69% | +1,540 | New |
| Verus Capital Partners, LLC | 1,542 | $1.19M | 0.11% | −34−2.2% | Reduced |
| Sculati Wealth Management, LLC | 1,542 | $1.19M | 0.47% | +140+10.0% | Added |
| Persistent Asset Partners Ltd | 1,468 | $1.19M | 1.02% | +1,468 | New |
| Seascape Capital Management | 1,543 | $1.19M | 0.41% | −71−4.4% | Reduced |
| Sage Private Wealth Group, LLC | 1,543 | $1.19M | 0.89% | −95−5.8% | Reduced |
| Balboa Wealth Partners | 1,545 | $1.19M | 0.27% | −197−11.3% | Reduced |
| Brady Family Wealth, LLC | 1,547 | $1.19M | 0.37% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,548 | $1.20M | 0.54% | −1,006−39.4% | Reduced |
| State of Wyoming | 1,552 | $1.20M | 0.15% | +747+92.8% | Added |
| Unigestion Holding SA | 1,553 | $1.20M | 0.07% | −212−12.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,555 | $1.20M | 1.22% | −175−10.1% | Reduced |
| Foster & Motley Inc | 1,556 | $1.20M | 0.08% | +584+60.1% | Added |
| Perennial Investment Advisors, LLC | 1,557 | $1.20M | 0.14% | +172+12.4% | Added |
| Westbourne Investment Advisors, Inc. | 1,557 | $1.20M | 0.41% | −61−3.8% | Reduced |
| Legacy Capital Wealth Management, LLC | 1,557 | $1.20M | 1.19% | +1,557 | New |
| ORG Partners LLC | 1,556 | $1.20M | 0.16% | +397+34.3% | Added |