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 |
|---|---|---|---|---|---|
| West Paces Advisors Inc. | 2,601 | $2.01M | 0.49% | −203−7.2% | Reduced |
| Planned Solutions, Inc. | 2,610 | $2.01M | 0.82% | −303−10.4% | Reduced |
| Beach Investment Counsel Inc | 2,610 | $2.02M | 0.27% | −1,220−31.9% | Reduced |
| Mystic Asset Management, Inc. | 2,618 | $2.02M | 0.54% | +51+2.0% | Added |
| Cascades Capital Asset Management, LLC | 2,618 | $2.02M | 1.08% | −43−1.6% | Reduced |
| Alta Advisers Ltd | 2,619 | $2.02M | 1.28% | +319+13.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,619 | $2.02M | 0.12% | +8+0.3% | Added |
| Advanced Portfolio Management, LLC | 2,494 | $2.02M | 2.38% | +2,494 | New |
| Sargent Investment Group, LLC | 2,539 | $2.02M | 0.33% | −87−3.3% | Reduced |
| Hallmark Capital Management Inc | 2,626 | $2.03M | 0.15% | +366+16.2% | Added |
| Aprio Wealth Management, LLC | 2,627 | $2.03M | 0.30% | +257+10.8% | Added |
| West Michigan Advisors, LLC | 2,627 | $2.03M | 0.61% | +5+0.2% | Added |
| Cornerstone Planning, LLC | 2,632 | $2.03M | 0.78% | +2,632 | New |
| Centiva Capital, LP | 2,633 | $2.03M | 0.08% | −24,193−90.2% | Reduced |
| Maia Wealth LLC | 2,528 | $2.04M | 0.44% | +113+4.7% | Added |
| First Foundation Advisors | 2,646 | $2.04M | 0.08% | +28+1.1% | Added |
| Thomas Story & Son LLC | 2,655 | $2.05M | 0.86% | 00.0% | Unchanged |
| Cooper Financial Group | 2,655 | $2.05M | 0.25% | +695+35.5% | Added |
| Farrow Financial Inc. | 2,653 | $2.05M | 1.33% | +207+8.5% | Added |
| Harvest Investment Services, LLC | 2,661 | $2.05M | 0.50% | −73−2.7% | Reduced |
| Compass Capital Corp | 2,674 | $2.06M | 0.80% | +2,674 | New |
| Clear Investment Research, LLC | 2,668 | $2.06M | 2.73% | +8+0.3% | Added |
| SRS Capital Advisors, Inc. | 2,673 | $2.06M | 0.13% | +208+8.4% | Added |
| Grandfield & Dodd, LLC | 2,674 | $2.06M | 0.13% | −25−0.9% | Reduced |
| Broderick Brian C | 2,680 | $2.07M | 0.41% | −48−1.8% | Reduced |
| Everpar Advisors LLC | 2,680 | $2.07M | 1.04% | +17+0.6% | Added |
| Washburn Capital Management, Inc. | 2,680 | $2.07M | 1.28% | +77+3.0% | Added |
| RFG - Bristol Wealth Advisors, LLC | 2,683 | $2.07M | 0.68% | +2,683 | New |
| Glass Wealth Management Co LLC | 2,689 | $2.08M | 1.13% | +380+16.5% | Added |
| Buffington Mohr McNeal | 2,689 | $2.08M | 0.34% | +2+0.1% | Added |
| Whalerock Point Partners, LLC | 2,703 | $2.09M | 0.49% | +25+0.9% | Added |
| Brick & Kyle, Associates | 2,703 | $2.09M | 0.89% | +2,703 | New |
| Riverpark Capital Management LLC | 2,704 | $2.09M | 3.65% | +350+14.9% | Added |
| 180 Wealth Advisors, LLC | 2,712 | $2.09M | 0.33% | +19+0.7% | Added |
| CVA Family Office, LLC | 2,713 | $2.09M | 0.33% | +104+4.0% | Added |
| Good Life Advisors, LLC | 2,717 | $2.10M | 0.15% | −256−8.6% | Reduced |
| Monument Capital Management | 2,718 | $2.10M | 0.58% | −111−3.9% | Reduced |
| Corundum Group, Inc. | 2,718 | $2.10M | 0.78% | +1,656+155.9% | Added |
| Fairfield, Bush & Co. | 2,721 | $2.10M | 1.24% | −5−0.2% | Reduced |
| Forza Wealth Management, LLC | 2,725 | $2.10M | 0.96% | −200−6.8% | Reduced |
| RKL Wealth Management LLC | 2,726 | $2.10M | 0.19% | −92−3.3% | Reduced |
| TCTC Holdings, LLC | 2,727 | $2.11M | 0.08% | +62+2.3% | Added |
| Lane & Associates LLC | 2,596 | $2.11M | 1.09% | −65−2.4% | Reduced |
| Fortress Private Ledger, LLC | 2,729 | $2.11M | 1.29% | +2,729 | New |
| Kestra Investment Management, LLC | 2,731 | $2.11M | 0.08% | −241−8.1% | Reduced |
| Stiles Financial Services Inc | 2,736 | $2.11M | 0.77% | −210−7.1% | Reduced |
| Mfg Wealth Management, Inc. | 2,739 | $2.11M | 1.94% | +2,739 | New |
| Nadler Financial Group, Inc. | 2,741 | $2.12M | 0.22% | +210+8.3% | Added |
| Terra Nova Asset Management LLC | 2,744 | $2.12M | 1.61% | −2,290−45.5% | Reduced |
| Penn Davis McFarland Inc | 2,750 | $2.12M | 0.23% | +485+21.4% | Added |
| Tempus Wealth Planning, LLC | 2,750 | $2.12M | 0.65% | +356+14.9% | Added |
| Kagan Cocozza Asset Management | 2,752 | $2.12M | 1.76% | +2,752 | New |
| Fortis Group Advisors, LLC | 2,765 | $2.13M | 0.40% | −1,630−37.1% | Reduced |
| Cornerstone Advisory, LLC | 2,531 | $2.14M | 0.24% | −14−0.6% | Reduced |
| Bard Financial Services, Inc. | 2,770 | $2.14M | 0.26% | +100+3.7% | Added |
| Cox Capital Mgt LLC | 2,779 | $2.15M | 1.38% | −1,107−28.5% | Reduced |
| NCM Capital Management, LLC | 2,786 | $2.15M | 0.97% | +756+37.2% | Added |
| Wall Street Financial Group, Inc. | 2,787 | $2.15M | 2.10% | −2,766−49.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,790 | $2.15M | 0.83% | −9−0.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,798 | $2.16M | 0.27% | +10.0% | Added |
| Kavar Capital Partners Group, LLC | 2,808 | $2.17M | 0.37% | 00.0% | Unchanged |
| RDA Financial Network | 2,810 | $2.17M | 0.63% | −1,523−35.1% | Reduced |
| SP Asset Management LLC | 2,818 | $2.18M | 0.18% | +4+0.1% | Added |
| Douglas Lane & Associates, LLC | 2,823 | $2.18M | 0.03% | +278+10.9% | Added |
| Peregrine Asset Advisers, Inc. | 2,827 | $2.18M | 0.81% | −2,910−50.7% | Reduced |
| Archer Investment Corp | 2,827 | $2.18M | 0.58% | +99+3.6% | Added |
| Papamarkou Wellner Asset Management inc. | 2,839 | $2.19M | 1.52% | +2,839 | New |
| Huntleigh Advisors, Inc. | 2,844 | $2.20M | 0.47% | +2,844 | New |
| Facet Wealth, Inc. | 2,504 | $2.20M | 0.06% | −128−4.9% | Reduced |
| Bullock Wealth Management Group | 2,850 | $2.20M | 1.28% | +109+4.0% | Added |
| Marino, Stram & Associates LLC | 2,856 | $2.20M | 0.49% | +14+0.5% | Added |
| Mattern Wealth Management LLC | 2,857 | $2.21M | 0.49% | −147−4.9% | Reduced |
| New Century Financial Group, LLC | 2,823 | $2.21M | 0.94% | −234−7.7% | Reduced |
| Stonebrook Private Inc. | 2,864 | $2.21M | 0.58% | +56+2.0% | Added |
| DF Dent & Co Inc | 2,866 | $2.21M | 0.03% | −422−12.8% | Reduced |
| Capital Planning Advisors, LLC | 2,871 | $2.22M | 0.34% | +1,379+92.4% | Added |
| United Bank | 2,878 | $2.22M | 0.94% | −757−20.8% | Reduced |
| Chilton Investment Co LLC | 2,879 | $2.22M | 0.06% | +42+1.5% | Added |
| Strategies Wealth Advisors, LLC | 2,546 | $2.22M | 0.28% | +2,546 | New |
| Breakwater Capital Group | 2,881 | $2.22M | 0.44% | −193−6.3% | Reduced |
| Gold Investment Management Ltd. | 2,887 | $2.23M | 0.94% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,890 | $2.23M | 0.27% | −409−12.4% | Reduced |
| Patten Group, Inc. | 2,893 | $2.23M | 0.49% | −67−2.3% | Reduced |
| RD Lewis Holdings, Inc. | 2,545 | $2.24M | 2.46% | +2,545 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,900 | $2.24M | 0.56% | +42+1.5% | Added |
| WMS Partners, LLC | 2,908 | $2.24M | 0.13% | +355+13.9% | Added |
| Penserra Capital Management LLC | 2,913 | $2.25M | 0.04% | +2,043+234.8% | Added |
| GPS Wealth Strategies Group, LLC | 2,912 | $2.25M | 0.29% | +82+2.9% | Added |
| Greenwich Wealth Management LLC | 2,911 | $2.25M | 0.16% | +64+2.2% | Added |
| Opus Capital Group, LLC | 2,914 | $2.25M | 0.29% | −6,195−68.0% | Reduced |
| BFSG, LLC | 2,917 | $2.25M | 0.26% | +272+10.3% | Added |
| BLB&B Advisors, LLC | 2,920 | $2.25M | 0.12% | −172−5.6% | Reduced |
| Guyasuta Investment Advisors Inc | 2,921 | $2.26M | 0.14% | −80−2.7% | Reduced |
| Sonora Investment Management Group, LLC | 2,923 | $2.26M | 0.17% | −42−1.4% | Reduced |
| Capital Investment Counsel, LLC | 2,929 | $2.26M | 0.38% | −7−0.2% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,929 | $2.26M | 0.51% | +2+0.1% | Added |
| John G Ullman & Associates Inc | 2,934 | $2.27M | 0.33% | +26+0.9% | Added |
| Scholtz & Company, LLC | 2,935 | $2.27M | 1.08% | −28−0.9% | Reduced |
| SFMG, LLC | 2,945 | $2.27M | 0.18% | −45−1.5% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,950 | $2.28M | 0.54% | +2,950 | New |