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 |
|---|---|---|---|---|---|
| Nvest Financial, LLC | 2,286 | $1.76M | 0.90% | +758+49.6% | Added |
| MV Capital Management, Inc. | 2,289 | $1.77M | 0.19% | −6−0.3% | Reduced |
| Delta Investment Management, LLC | 2,293 | $1.77M | 0.34% | +559+32.2% | Added |
| BCJ Capital Management, LLC | 2,296 | $1.77M | 0.13% | +389+20.4% | Added |
| Mustard Seed Financial, LLC | 2,297 | $1.77M | 1.44% | +2+0.1% | Added |
| FourThought Financial Partners, LLC | 2,297 | $1.77M | 0.18% | +2,297 | New |
| Western Financial Corp | 2,299 | $1.77M | 0.98% | −1,610−41.2% | Reduced |
| LS Investment Advisors, LLC | 2,300 | $1.78M | 0.26% | +20+0.9% | Added |
| William B. Walkup & Associates, Inc. | 2,300 | $1.78M | 1.12% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,304 | $1.78M | 0.96% | 00.0% | Unchanged |
| Marathon Capital Management | 2,306 | $1.78M | 0.44% | −69−2.9% | Reduced |
| Garden State Investment Advisory Services LLC | 2,306 | $1.79M | 0.55% | −328−12.5% | Reduced |
| Peoples Bank | 2,314 | $1.79M | 1.05% | −305−11.6% | Reduced |
| Main Street Financial Solutions, LLC | 2,315 | $1.79M | 0.18% | −60−2.5% | Reduced |
| United Bank | 2,317 | $1.79M | 0.21% | +310+15.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 35,110 | $1.79M | 0.31% | +11,754+50.3% | Added |
| Holderness Investments Co | 2,322 | $1.79M | 0.40% | +21+0.9% | Added |
| E&G Advisors, LP | 2,331 | $1.79M | 0.49% | −400−14.6% | Reduced |
| Human Investing LLC | 2,323 | $1.79M | 0.32% | −365−13.6% | Reduced |
| Global X Japan Co., Ltd. | 2,323 | $1.79M | 0.22% | −291−11.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 2,333 | $1.80M | 0.33% | +118+5.3% | Added |
| Cromwell Holdings LLC | 2,338 | $1.80M | 1.04% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 2,341 | $1.81M | 0.88% | −3−0.1% | Reduced |
| Weaver Capital Management LLC | 2,342 | $1.81M | 0.51% | +580+32.9% | Added |
| Waterloo Capital, L.P. | 2,343 | $1.81M | 0.19% | −221−8.6% | Reduced |
| Van Hulzen Asset Management, LLC | 2,344 | $1.81M | 0.13% | +127+5.7% | Added |
| Lecap Asset Management Ltd | 2,345 | $1.81M | 0.49% | −263−10.1% | Reduced |
| Greatmark Investment Partners, Inc. | 2,345 | $1.81M | 0.25% | −27−1.1% | Reduced |
| Tenon Financial LLC | 2,327 | $1.81M | 1.17% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 2,348 | $1.81M | 0.91% | −19−0.8% | Reduced |
| Compass Ion Advisors, LLC | 2,352 | $1.82M | 0.22% | −4−0.2% | Reduced |
| Cunning Capital Partners, LP | 2,355 | $1.82M | 1.12% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,357 | $1.82M | 0.15% | −841−26.3% | Reduced |
| Machina Capital S.A.S. | 2,357 | $1.82M | 0.77% | +2,357 | New |
| Sunbelt Securities, Inc. | 2,363 | $1.83M | 0.16% | −3,090−56.7% | Reduced |
| Townsend Asset Management Corp | 2,371 | $1.83M | 0.67% | −15−0.6% | Reduced |
| Redwood Wealth Management Group, LLC | 2,379 | $1.84M | 0.90% | +225+10.4% | Added |
| JGP Global Gestao de Recursos Ltda. | 2,387 | $1.84M | 4.20% | −2−0.1% | Reduced |
| Mitchell Sinkler & Starr | 2,393 | $1.85M | 0.49% | −673−22.0% | Reduced |
| New England Research & Management, Inc. | 2,401 | $1.85M | 0.94% | −205−7.9% | Reduced |
| AlTi Global, Inc. | 2,473 | $1.86M | 0.04% | −22−0.9% | Reduced |
| Caas Capital Management LP | 2,408 | $1.86M | 1.54% | −1,460−37.7% | Reduced |
| Abacus Planning Group, Inc. | 2,409 | $1.86M | 0.33% | +43+1.8% | Added |
| Westwood Wealth Management | 2,410 | $1.86M | 0.67% | −500−17.2% | Reduced |
| Childress Capital Advisors, LLC | 2,414 | $1.86M | 0.52% | −31−1.3% | Reduced |
| Lee Financial Co | 2,417 | $1.87M | 0.26% | +110+4.8% | Added |
| Bank of Jackson Hole Trust | 2,418 | $1.87M | 1.24% | +2,418 | New |
| Fortis Capital Advisors, LLC | 1,947 | $1.87M | 0.64% | +117+6.4% | Added |
| Root Financial Partners, LLC | 2,425 | $1.87M | 0.23% | +233+10.6% | Added |
| Safeguard Investment Advisory Group, LLC | 2,426 | $1.87M | 0.51% | +165+7.3% | Added |
| Taurus Asset Management, LLC | 2,428 | $1.87M | 0.18% | −105−4.1% | Reduced |
| Connecticut Wealth Management, LLC | 2,438 | $1.88M | 0.09% | −543−18.2% | Reduced |
| Intact Investment Management Inc. | 2,440 | $1.88M | 0.07% | −140−5.4% | Reduced |
| Gardner Lewis Asset Management L P | 2,448 | $1.89M | 0.48% | −2−0.1% | Reduced |
| Ted Buchan & Co | 2,449 | $1.89M | 0.89% | +313+14.7% | Added |
| Lederer & Associates Investment Counsel | 2,450 | $1.89M | 1.32% | +2,145+703.3% | Added |
| Fischer Financial Services, Inc. | 2,452 | $1.89M | 0.60% | +2,452 | New |
| Unique Wealth, LLC | 2,454 | $1.89M | 0.39% | +1,053+75.2% | Added |
| Client First Investment Management LLC | 2,457 | $1.90M | 1.22% | +4+0.2% | Added |
| Gables Capital Management Inc. | 2,457 | $1.90M | 0.92% | +500+25.5% | Added |
| Wright Investors Service Inc | 2,461 | $1.90M | 0.62% | −1,228−33.3% | Reduced |
| Arlington Trust Co LLC | 2,467 | $1.90M | 0.40% | −122−4.7% | Reduced |
| Campbell Wealth Management | 2,470 | $1.91M | 0.17% | +2,150+671.9% | Added |
| Nations Financial Group Inc, | 2,474 | $1.91M | 0.14% | −3,730−60.1% | Reduced |
| Borer Denton & Associates, Inc. | 2,475 | $1.91M | 0.66% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 2,475 | $1.92M | 0.18% | +524+26.9% | Added |
| Golden State Equity Partners | 2,484 | $1.92M | 0.37% | +110+4.6% | Added |
| Bearing Point Capital, LLC | 2,486 | $1.92M | 0.40% | +2,486 | New |
| Passumpsic Savings Bank | 2,495 | $1.93M | 1.20% | −55−2.2% | Reduced |
| Drive Wealth Management, LLC | 2,495 | $1.93M | 0.47% | +185+8.0% | Added |
| Aviance Capital Partners, LLC | 2,497 | $1.93M | 0.27% | −4,422−63.9% | Reduced |
| DeDora Capital, Inc. | 2,501 | $1.93M | 0.53% | −6−0.2% | Reduced |
| Wesleyan Assurance Society | 2,500 | $1.93M | 0.15% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 2,512 | $1.94M | 2.82% | +903+56.1% | Added |
| Options Solutions, LLC | 2,514 | $1.94M | 0.87% | −115−4.4% | Reduced |
| Hendershot Investments Inc. | 2,530 | $1.95M | 0.27% | −60−2.3% | Reduced |
| Lyell Wealth Management, LP | 2,532 | $1.95M | 0.18% | +51+2.1% | Added |
| Moss Adams Wealth Advisors LLC | 2,534 | $1.96M | 0.21% | +25+1.0% | Added |
| Quadcap Wealth Management, LLC | 2,535 | $1.96M | 0.29% | −491−16.2% | Reduced |
| HHM Wealth Advisors, LLC | 2,536 | $1.96M | 0.27% | +65+2.6% | Added |
| Simplicity Wealth,LLC | 2,539 | $1.96M | 0.41% | −1,593−38.6% | Reduced |
| MCF Advisors LLC | 2,541 | $1.96M | 0.14% | −309−10.8% | Reduced |
| L.M. Kohn & Company | 2,547 | $1.97M | 0.51% | −178−6.5% | Reduced |
| Kennedy Investment Group | 2,549 | $1.97M | 0.89% | +472+22.7% | Added |
| Vigilare Wealth Management | 2,550 | $1.97M | 0.80% | −99−3.7% | Reduced |
| Zhang Financial LLC | 2,551 | $1.97M | 0.11% | +744+41.2% | Added |
| Heritage Trust Co | 2,551 | $1.97M | 0.23% | +2,551 | New |
| Cross Staff Investments Inc | 2,555 | $1.97M | 1.48% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,556 | $1.97M | 0.03% | +7+0.3% | Added |
| Regent Peak Wealth Advisors LLC | 2,562 | $1.98M | 0.44% | −17−0.7% | Reduced |
| Flow Traders U.S. LLC | 2,563 | $1.98M | 0.08% | +2,563 | New |
| Massachusetts Wealth Management | 2,570 | $1.98M | 1.22% | +10+0.4% | Added |
| Strategic Investment Advisors | 2,581 | $1.99M | 0.21% | +134+5.5% | Added |
| Criterion Capital Advisors, LLC | 2,201 | $1.99M | 1.25% | 00.0% | Unchanged |
| American Trust | 2,587 | $2.00M | 0.15% | −16−0.6% | Reduced |
| Paradigm Financial Partners, LLC | 2,595 | $2.00M | 0.25% | +1,004+63.1% | Added |
| Dynasty Wealth Management, LLC | 2,596 | $2.00M | 0.03% | +1,686+185.3% | Added |
| Veracity Capital LLC | 2,597 | $2.01M | 0.73% | −655−20.1% | Reduced |
| Samalin Investment Counsel, LLC | 2,597 | $2.01M | 0.86% | −210−7.5% | Reduced |
| Cache Advisors, LLC | 2,600 | $2.01M | 0.84% | +2,600 | New |