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 $942.7B 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| ZEGA Investments, LLC | 1,718 | $1.35M | 0.40% | +1,718 | New |
| First Financial Bank - Trust Division | 1,757 | $1.36M | 0.13% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,757 | $1.36M | 0.48% | +1,757 | New |
| Analyst IMS Investment Management Services Ltd. | 1,758 | $1.36M | 0.05% | −916−34.3% | Reduced |
| Safe Harbor Fiduciary, LLC | 1,758 | $1.36M | 1.38% | +20+1.2% | Added |
| Canal Capital Management, LLC | 1,761 | $1.36M | 0.22% | +11+0.6% | Added |
| HighMark Wealth Management LLC | 1,762 | $1.36M | 0.78% | −476−21.3% | Reduced |
| Acropolis Investment Management, LLC | 1,765 | $1.36M | 0.08% | +99+5.9% | Added |
| Putney Financial Group LLC | 1,767 | $1.36M | 1.22% | +1,767 | New |
| TrueWealth Advisors, LLC | 1,767 | $1.36M | 0.46% | +665+60.3% | Added |
| Galvin, Gaustad & Stein, LLC | 1,768 | $1.36M | 0.12% | −53−2.9% | Reduced |
| Intelligence Driven Advisers, LLC | 1,771 | $1.37M | 0.26% | −22−1.2% | Reduced |
| Pinnacle Wealth Management, LLC | 1,771 | $1.37M | 1.52% | +449+34.0% | Added |
| DRW Securities, LLC | 1,776 | $1.37M | 0.09% | +603+51.4% | Added |
| Alpha Omega Wealth Management LLC | 1,776 | $1.37M | 0.26% | −75−4.1% | Reduced |
| Hixon Zuercher, LLC | 1,777 | $1.37M | 0.53% | 00.0% | Unchanged |
| Strategic Advisors LLC | 1,779 | $1.37M | 0.25% | +146+8.9% | Added |
| 44 Wealth Management LLC | 1,784 | $1.38M | 0.53% | −244−12.0% | Reduced |
| Empirical Asset Management, LLC | 130,451 | $1.39M | 0.46% | +80,301+160.1% | Added |
| McDaniel Terry & Co | 1,795 | $1.39M | 0.11% | +1,000+125.8% | Added |
| Oak Harbor Wealth Partners, LLC | 1,796 | $1.39M | 0.40% | −50−2.7% | Reduced |
| Wolff Wiese Magana LLC | 1,797 | $1.39M | 0.92% | +52+3.0% | Added |
| JGP Wealth Management, LLC | 1,798 | $1.39M | 0.18% | +46+2.6% | Added |
| LBMC Investment Advisors, LLC | 1,800 | $1.39M | 0.11% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 1,800 | $1.39M | 0.65% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,800 | $1.39M | 0.77% | +49+2.8% | Added |
| Sunflower Bank, N.A. | 1,800 | $1.39M | 0.39% | +56+3.2% | Added |
| Stonebridge Financial Planning Group, LLC | 1,802 | $1.39M | 0.62% | +109+6.4% | Added |
| Mill Capital Management, LLC | 1,803 | $1.39M | 0.11% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,813 | $1.40M | 0.37% | −19,739−91.6% | Reduced |
| Whitener Capital Management, Inc. | 1,819 | $1.40M | 0.39% | −44−2.4% | Reduced |
| Heritage Financial Services, LLC | 1,820 | $1.41M | 0.19% | −8−0.4% | Reduced |
| Sunbeam Capital Management, LLC | 1,823 | $1.41M | 1.31% | +1,823 | New |
| XML Financial, LLC | 1,825 | $1.41M | 0.13% | +50+2.8% | Added |
| Park Place Capital Corp | 1,826 | $1.41M | 0.39% | −56−3.0% | Reduced |
| GHP Investment Advisors, Inc. | 1,836 | $1.42M | 0.07% | −12−0.6% | Reduced |
| Tiemann Investment Advisors, LLC | 1,837 | $1.42M | 0.63% | −30−1.6% | Reduced |
| LWM Advisory Services, LLC | 1,844 | $1.42M | 0.99% | +43+2.4% | Added |
| Sivia Capital Partners, LLC | 1,844 | $1.42M | 0.71% | +32+1.8% | Added |
| BBR Partners, LLC | 1,846 | $1.43M | 0.10% | +250+15.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,848 | $1.43M | 0.08% | −290−13.6% | Reduced |
| Brave Asset Management Inc | 1,848 | $1.43M | 0.45% | −30−1.6% | Reduced |
| Future Fund LLC | 1,850 | $1.43M | 4.08% | 00.0% | Unchanged |
| US Asset Management LLC | 1,852 | $1.43M | 1.28% | −60−3.1% | Reduced |
| Mendel Money Management | 1,854 | $1.43M | 0.64% | −2−0.1% | Reduced |
| Running Point Capital Advisors, LLC | 1,858 | $1.43M | 0.49% | +27+1.5% | Added |
| WESPAC Advisors SoCal, LLC | 1,860 | $1.44M | 0.32% | −14,816−88.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,866 | $1.44M | 1.04% | −181−8.8% | Reduced |
| One Capital Management, LLC | 1,868 | $1.44M | 0.05% | −108−5.5% | Reduced |
| Vawter Financial, Ltd. | 1,868 | $1.44M | 0.87% | +7+0.4% | Added |
| Laidlaw Wealth Management LLC | 1,878 | $1.45M | 0.63% | +149+8.6% | Added |
| Tortoise Investment Management, LLC | 1,883 | $1.45M | 0.15% | −4−0.2% | Reduced |
| Keynote Financial Services LLC | 1,885 | $1.46M | 1.12% | +110+6.2% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,886 | $1.46M | 0.68% | +559+42.1% | Added |
| Advisory Resource Group | 1,891 | $1.46M | 0.31% | +207+12.3% | Added |
| Stonebridge Capital Advisors LLC | 1,892 | $1.46M | 0.12% | −757−28.6% | Reduced |
| Stone Point Wealth LLC | 1,898 | $1.47M | 0.49% | −31−1.6% | Reduced |
| AlphaCore Capital LLC | 1,900 | $1.47M | 0.32% | +287+17.8% | Added |
| Pingora Partners LLC | 1,900 | $1.47M | 0.96% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 1,902 | $1.47M | 1.05% | −33−1.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 1,902 | $1.47M | 0.40% | −28−1.5% | Reduced |
| Atlas Brown,Inc. | 1,903 | $1.47M | 0.50% | +5+0.3% | Added |
| Beacon Capital Management, LLC | 1,907 | $1.47M | 0.19% | +3+0.2% | Added |
| WealthPlan Investment Management, LLC | 1,909 | $1.47M | 0.15% | −91−4.6% | Reduced |
| Anb Bank | 1,915 | $1.48M | 0.65% | +1,915 | New |
| WealthPLAN Partners, LLC | 1,923 | $1.48M | 0.21% | +155+8.8% | Added |
| Hedeker Wealth, LLC | 1,930 | $1.49M | 0.37% | +173+9.8% | Added |
| D'Orazio & Associates, Inc. | 1,933 | $1.49M | 0.22% | −58−2.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,936 | $1.49M | 0.37% | +422+27.9% | Added |
| Stamos Capital Partners, L.P. | 1,940 | $1.50M | 0.35% | +800+70.2% | Added |
| WoodTrust Financial Corp | 1,942 | $1.50M | 0.21% | +7+0.4% | Added |
| S.A. Mason LLC | 1,944 | $1.50M | 0.79% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 1,947 | $1.50M | 0.47% | +805+70.5% | Added |
| Oarsman Capital, Inc. | 1,947 | $1.50M | 0.26% | −85−4.2% | Reduced |
| Exchange Capital Management, Inc. | 1,951 | $1.51M | 0.24% | −7−0.4% | Reduced |
| 1248 Management, LLC | 1,951 | $1.51M | 0.65% | +1,951 | New |
| Ignite Planners, LLC | 1,927 | $1.51M | 0.33% | −21−1.1% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 1,953 | $1.51M | 0.29% | −84−4.1% | Reduced |
| Navalign, LLC | 1,953 | $1.51M | 0.44% | −53−2.6% | Reduced |
| Aventura Private Wealth, LLC | 1,958 | $1.51M | 0.81% | +1,958 | New |
| Marco Investment Management LLC | 1,959 | $1.51M | 0.13% | −88−4.3% | Reduced |
| Westside Investment Management, Inc. | 1,963 | $1.52M | 0.32% | −105−5.1% | Reduced |
| Live Oak Private Wealth LLC | 1,964 | $1.52M | 0.25% | +23+1.2% | Added |
| Heritage Family Offices, LLP | 1,964 | $1.52M | 0.76% | +37+1.9% | Added |
| Guardian Capital LP | 1,966 | $1.52M | 0.06% | +127+6.9% | Added |
| Union Savings Bank | 1,968 | $1.52M | 0.75% | −30−1.5% | Reduced |
| Clear Harbor Asset Management, LLC | 1,973 | $1.52M | 0.12% | +1,400+244.3% | Added |
| Lakeview Capital Partners, LLC | 1,974 | $1.52M | 0.34% | −2,382−54.7% | Reduced |
| RoundAngle Advisors LLC | 1,974 | $1.52M | 1.45% | +1,974 | New |
| Atlas Capital Advisors LLC | 1,976 | $1.53M | 0.19% | −33−1.6% | Reduced |
| Wealth Effects LLC | 1,977 | $1.53M | 0.54% | −507−20.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,978 | $1.53M | 0.28% | −16−0.8% | Reduced |
| Essex LLC | 1,980 | $1.53M | 0.32% | +30+1.5% | Added |
| Telos Capital Management, Inc. | 1,987 | $1.53M | 0.16% | +371+23.0% | Added |
| Headlands Technologies LLC | 1,988 | $1.53M | 0.15% | −13,106−86.8% | Reduced |
| Forbes J M & Co LLP | 1,991 | $1.54M | 0.15% | +382+23.7% | Added |
| Optivise Advisory Services LLC | 1,991 | $1.54M | 0.83% | +37+1.9% | Added |
| First County Bank | 1,993 | $1.54M | 0.86% | −880−30.6% | Reduced |
| First Command Advisory Services, Inc. | 1,993 | $1.54M | 0.01% | −33−1.6% | Reduced |
| Bridge Creek Capital Management LLC | 1,999 | $1.54M | 0.47% | −30−1.5% | Reduced |