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 |
|---|---|---|---|---|---|
| Cornell Pochily Investment Advisors, Inc. | 1,559 | $1.20M | 0.42% | +1+0.1% | Added |
| Cynosure Management, LLC | 1,560 | $1.20M | 0.18% | −562−26.5% | Reduced |
| May Hill Capital, LLC | 1,561 | $1.21M | 0.47% | +1,561 | New |
| Anfield Capital Management, LLC | 1,563 | $1.21M | 0.44% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,564 | $1.21M | 0.21% | +439+39.0% | Added |
| Global Financial Private Client, LLC | 1,564 | $1.21M | 0.45% | −212−11.9% | Reduced |
| Piscataqua Savings Bank | 1,565 | $1.21M | 1.04% | +760+94.4% | Added |
| MMBG Investment Advisors Co. | 1,565 | $1.21M | 0.13% | +1,565 | New |
| WR Wealth Planners, LLC | 1,567 | $1.21M | 0.39% | −140−8.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,568 | $1.21M | 0.31% | +155+11.0% | Added |
| CORDA Investment Management, LLC. | 1,569 | $1.21M | 0.10% | +54+3.6% | Added |
| Vista Capital Partners, Inc. | 1,576 | $1.22M | 0.14% | −143−8.3% | Reduced |
| Client 1st Advisory Group, LLC | 1,576 | $1.22M | 0.47% | 00.0% | Unchanged |
| Apollon Financial, LLC | 1,577 | $1.22M | 0.30% | +74+4.9% | Added |
| Founders Financial Alliance, LLC | 1,577 | $1.22M | 0.33% | −309−16.4% | Reduced |
| Park Square Financial Group, LLC | 1,577 | $1.22M | 0.84% | +1,577 | New |
| First Affirmative Financial Network | 1,584 | $1.22M | 0.71% | +83+5.5% | Added |
| Amica Retiree Medical Trust | 1,585 | $1.22M | 1.16% | −345−17.9% | Reduced |
| Liberty Wealth Management LLC | 1,586 | $1.22M | 0.20% | +167+11.8% | Added |
| Atticus Wealth Management, LLC | 1,590 | $1.23M | 0.38% | −24−1.5% | Reduced |
| Emerald Advisers, LLC | 1,592 | $1.23M | 0.05% | −281−15.0% | Reduced |
| Continuum Advisory, LLC | 1,594 | $1.23M | 0.16% | +93+6.2% | Added |
| Voya Financial Advisors, Inc. | 1,590 | $1.23M | 0.13% | +182+12.9% | Added |
| Foster Group, Inc. | 1,595 | $1.23M | 0.05% | +39+2.5% | Added |
| Apella Capital, LLC | 1,598 | $1.23M | 0.05% | −6−0.4% | Reduced |
| Silver Lake Advisory, LLC | 1,598 | $1.23M | 0.54% | −39−2.4% | Reduced |
| Merrion Investment Management Co, LLC | 1,600 | $1.24M | 0.86% | −350−17.9% | Reduced |
| Capital Management Associates | 1,600 | $1.24M | 1.45% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 1,600 | $1.24M | 0.17% | 00.0% | Unchanged |
| Michael B. Yongue | 1,601 | $1.24M | 0.98% | −60−3.6% | Reduced |
| HMV Wealth Advisors, LLC | 1,604 | $1.24M | 1.24% | +1,604 | New |
| Full Sail Capital, LLC | 1,605 | $1.24M | 0.08% | +57+3.7% | Added |
| Smith, Salley & Associates | 1,605 | $1.24M | 0.08% | −26−1.6% | Reduced |
| Encompass Wealth Advisors, LLC | 1,605 | $1.24M | 0.50% | +1,605 | New |
| Guerra Advisors Inc | 1,606 | $1.24M | 0.69% | +1,606 | New |
| Longview Financial Advisors, Inc. | 1,606 | $1.24M | 0.98% | +8+0.5% | Added |
| Invenio Wealth Partners LLC | 1,609 | $1.24M | 0.52% | +98+6.5% | Added |
| Sather Financial Group Inc | 1,610 | $1.24M | 0.08% | −131−7.5% | Reduced |
| Orion Capital Management LLC | 1,610 | $1.24M | 0.55% | +40+2.5% | Added |
| TrinityPoint Wealth, LLC | 1,611 | $1.24M | 0.17% | −89−5.2% | Reduced |
| St Germain D J Co Inc | 1,612 | $1.24M | 0.06% | −1,029−39.0% | Reduced |
| Vienna Asset Management LLC | 1,624 | $1.25M | 0.85% | +1,624 | New |
| HBW Advisory Services LLC | 1,625 | $1.25M | 0.19% | +42+2.7% | Added |
| Augustine Asset Management Inc | 1,628 | $1.26M | 0.33% | +1,221+300.0% | Added |
| Cito Capital Group, LLC | 1,630 | $1.26M | 0.46% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,630 | $1.26M | 0.39% | +291+21.7% | Added |
| Trail Ridge Investment Advisors, LLC | 1,631 | $1.26M | 0.60% | +18+1.1% | Added |
| Sulzberger Capital Advisors, Inc. | 1,632 | $1.26M | 1.44% | +1,632 | New |
| BluePath Capital Management, LLC | 1,580 | $1.26M | 0.69% | +999+171.9% | Added |
| Mosaic Family Wealth Partners, LLC | 1,632 | $1.26M | 0.18% | +10+0.6% | Added |
| Murphy & Mullick Capital Management Corp | 1,637 | $1.26M | 1.16% | +1,637 | New |
| Morris Financial Concepts, Inc. | 1,638 | $1.26M | 0.54% | −26−1.6% | Reduced |
| Stockman Wealth Management, Inc. | 1,638 | $1.26M | 0.20% | −25−1.5% | Reduced |
| Wealth Architects, LLC | 1,643 | $1.27M | 0.14% | +527+47.2% | Added |
| Global Trust Asset Management, LLC | 1,643 | $1.27M | 0.48% | −25−1.5% | Reduced |
| FC Advisory LLC | 1,645 | $1.27M | 0.43% | −2−0.1% | Reduced |
| Lakeridge Wealth Management LLC | 1,645 | $1.27M | 0.66% | −10−0.6% | Reduced |
| Seeds Investor LLC | 1,646 | $1.27M | 0.36% | −66−3.9% | Reduced |
| Affiance Financial, LLC | 1,653 | $1.28M | 0.31% | −272−14.1% | Reduced |
| Founders Financial Securities LLC | 1,663 | $1.28M | 0.12% | +99+6.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,665 | $1.29M | 0.19% | +620+59.3% | Added |
| Ethos Financial Group, LLC | 1,662 | $1.29M | 0.17% | +664+66.5% | Added |
| Barings LLC | 1,669 | $1.29M | 0.03% | +1,194+251.4% | Added |
| SMART Wealth LLC | 1,670 | $1.29M | 0.46% | +1,154+223.6% | Added |
| Salvus Wealth Management, LLC | 1,670 | $1.29M | 0.82% | +281+20.2% | Added |
| Winthrop Advisory Group LLC | 1,673 | $1.29M | 0.15% | +35+2.1% | Added |
| Gratus Wealth Advisors, LLC | 1,674 | $1.29M | 0.21% | −47−2.7% | Reduced |
| Jmac Enterprises LLC | 1,674 | $1.29M | 0.20% | −12−0.7% | Reduced |
| Brown Wealth Management, LLC | 1,679 | $1.30M | 0.46% | −5−0.3% | Reduced |
| Montag & Caldwell, LLC | 1,680 | $1.30M | 0.28% | +934+125.2% | Added |
| Financial Sense Advisors, Inc. | 1,682 | $1.30M | 0.44% | −241−12.5% | Reduced |
| Rice Hall James & Associates, LLC | 1,690 | $1.30M | 0.07% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 1,688 | $1.31M | 0.28% | +96+6.0% | Added |
| IronOak Wealth LLC. | 1,695 | $1.31M | 1.47% | +1,695 | New |
| Buckhead Capital Management LLC | 1,695 | $1.31M | 0.42% | −65−3.7% | Reduced |
| Gray Wealth Management Inc. | 1,695 | $1.31M | 0.50% | −42−2.4% | Reduced |
| Cobblestone Capital Advisors LLC | 1,698 | $1.31M | 0.07% | −52−3.0% | Reduced |
| Shum Financial Group, Inc. | 1,698 | $1.31M | 1.13% | +49+3.0% | Added |
| CM Wealth Advisors LLC | 1,700 | $1.31M | 0.43% | 00.0% | Unchanged |
| Novem Group | 1,701 | $1.31M | 0.20% | +1,701 | New |
| Trustco Bank Corp N Y | 1,704 | $1.32M | 1.42% | −165−8.8% | Reduced |
| Manhattan West Asset Management, LLC | 1,704 | $1.32M | 0.36% | +91+5.6% | Added |
| TFB Advisors LLC | 1,705 | $1.32M | 0.38% | −272−13.8% | Reduced |
| Gilman Hill Asset Management, LLC | 1,707 | $1.32M | 0.23% | −100−5.5% | Reduced |
| Pitti Group Wealth Management, LLC | 1,708 | $1.32M | 1.34% | +49+3.0% | Added |
| Centerpoint Advisors, LLC | 1,708 | $1.32M | 0.46% | −500−22.6% | Reduced |
| Lantz Financial LLC | 1,711 | $1.32M | 0.35% | +107+6.7% | Added |
| Birchcreek Wealth Management, LLC | 1,714 | $1.32M | 0.83% | −216−11.2% | Reduced |
| EagleClaw Capital Managment, LLC | 1,718 | $1.33M | 0.21% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 1,720 | $1.33M | 0.13% | +515+42.7% | Added |
| Klingman & Associates, LLC | 1,725 | $1.33M | 0.08% | +66+4.0% | Added |
| Somerset Group LLC | 1,728 | $1.33M | 1.22% | −24−1.4% | Reduced |
| Aveo Capital Partners, LLC | 1,730 | $1.34M | 0.15% | +113+7.0% | Added |
| Maxele Advisors, LLC | 1,732 | $1.34M | 1.28% | +1,732 | New |
| Rollins Financial Advisors, LLC | 1,732 | $1.34M | 0.21% | +19+1.1% | Added |
| Armor Investment Advisors, LLC | 1,734 | $1.34M | 0.55% | +68+4.1% | Added |
| Prospect Financial Services LLC | 1,741 | $1.34M | 0.73% | +175+11.2% | Added |
| Gilbert & Cook, Inc. | 1,743 | $1.35M | 0.19% | 00.0% | Unchanged |
| Hilltop Partners LLC | 1,743 | $1.35M | 0.46% | +497+39.9% | Added |
| TrueMark Investments, LLC | 1,745 | $1.35M | 0.43% | −324−15.7% | Reduced |