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 |
|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | 2,954 | $2.28M | 0.38% | −62−2.1% | Reduced |
| SG Americas Securities, LLC | 2,966 | $2.29M | 0.01% | −43,206−93.6% | Reduced |
| Souders Financial Advisors | 2,968 | $2.29M | 0.32% | −219−6.9% | Reduced |
| Wrapmanager Inc | 2,976 | $2.30M | 0.59% | +425+16.7% | Added |
| MRP Capital Investments, LLC | 2,977 | $2.30M | 2.09% | +200+7.2% | Added |
| WealthShield Partners, LLC | 2,981 | $2.30M | 0.33% | −677−18.5% | Reduced |
| Farmers National Bank | 2,984 | $2.30M | 0.67% | +2,984 | New |
| Patrick M Sweeney & Associates, Inc | 2,986 | $2.31M | 1.73% | +2+0.1% | Added |
| Alteri Wealth LLC | 2,991 | $2.31M | 0.64% | +2,991 | New |
| Tudor Investment Corp Et Al | 3,000 | $2.32M | 0.02% | +3,000 | New |
| Avanza Fonder AB | 3,000 | $2.32M | 0.07% | +3,000 | New |
| Keel Point, LLC | 3,001 | $2.32M | 0.19% | +104+3.6% | Added |
| Journey Strategic Wealth LLC | 3,010 | $2.32M | 0.09% | +92+3.2% | Added |
| Nikulski Financial, Inc. | 3,012 | $2.33M | 0.68% | +143+5.0% | Added |
| Partners Wealth Management, LLC | 3,017 | $2.33M | 2.65% | +3,017 | New |
| Jacobs Levy Equity Management, Inc | 3,017 | $2.33M | 0.01% | −13,255−81.5% | Reduced |
| New Covenant Trust Company, N.A. | 3,011 | $2.33M | 2.31% | −192−6.0% | Reduced |
| Community Bank, N.A. | 3,020 | $2.33M | 0.30% | −103−3.3% | Reduced |
| Chapman Investment Management, LLC | 3,028 | $2.34M | 1.74% | +218+7.8% | Added |
| Lebenthal Global Advisors, LLC | 3,029 | $2.34M | 0.43% | +852+39.1% | Added |
| Relyea Zuckerberg Hanson LLC | 3,033 | $2.34M | 0.31% | +323+11.9% | Added |
| Cairn Investment Group, Inc. | 3,035 | $2.34M | 1.38% | −495−14.0% | Reduced |
| Physicians Financial Services, Inc. | 3,037 | $2.35M | 0.71% | +8+0.3% | Added |
| Taylor Financial Group, Inc. | 3,041 | $2.35M | 1.63% | −97−3.1% | Reduced |
| Hudock, Inc. | 3,046 | $2.35M | 0.41% | +249+8.9% | Added |
| Alta Wealth Advisors LLC | 3,061 | $2.36M | 1.03% | +16+0.5% | Added |
| Capitol Family Office, Inc. | 3,064 | $2.37M | 3.16% | −127−4.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,070 | $2.38M | 0.63% | +3+0.1% | Added |
| Wealthedge Investment Advisors, LLC | 3,082 | $2.38M | 1.07% | +3,082 | New |
| FCG Investment Co | 3,085 | $2.38M | 1.45% | +294+10.5% | Added |
| IFG Advisory, LLC | 3,086 | $2.38M | 0.14% | +288+10.3% | Added |
| Warther Private Wealth, LLC | 3,086 | $2.38M | 0.81% | +6+0.2% | Added |
| LRI Investments, LLC | 3,087 | $2.38M | 0.23% | −219−6.6% | Reduced |
| Rockingstone Advisors LLC | 3,088 | $2.38M | 1.05% | +2,783+912.5% | Added |
| Lumbard & Kellner, LLC | 3,093 | $2.39M | 1.03% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 3,095 | $2.39M | 0.97% | +54+1.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,095 | $2.39M | 0.27% | −37−1.2% | Reduced |
| Rockline Wealth Management, LLC | 3,097 | $2.39M | 0.64% | +150+5.1% | Added |
| Cape Cod Five Cents Savings Bank | 2,702 | $2.39M | 0.21% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,107 | $2.40M | 1.18% | +112+3.7% | Added |
| CHB Investment Group, LLC | 3,116 | $2.41M | 1.31% | −4−0.1% | Reduced |
| Barden Capital Management, Inc. | 3,117 | $2.41M | 2.06% | +47+1.5% | Added |
| KPP Advisory Services LLC | 3,132 | $2.42M | 0.57% | +101+3.3% | Added |
| Midland Wealth Advisors LLC | 3,137 | $2.42M | 0.15% | −130−4.0% | Reduced |
| D L Carlson Investment Group Inc | 3,140 | $2.42M | 0.43% | −35−1.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,149 | $2.43M | 0.37% | −1,243−28.3% | Reduced |
| Quotient Wealth Partners, LLC | 3,154 | $2.43M | 0.08% | +145+4.8% | Added |
| Univest Financial Corp | 3,154 | $2.43M | 0.15% | −420−11.8% | Reduced |
| River Street Advisors LLC | 3,169 | $2.45M | 1.25% | +20+0.6% | Added |
| Mayflower Financial Advisors, LLC | 3,177 | $2.45M | 0.37% | +42+1.3% | Added |
| West Chester Capital Advisors, Inc | 3,181 | $2.46M | 1.33% | +3,181 | New |
| Optimist Retirement Group LLC | 3,182 | $2.46M | 1.16% | +18+0.6% | Added |
| Congress Park Capital LLC | 3,184 | $2.46M | 0.89% | −24−0.7% | Reduced |
| Private Portfolio Partners LLC | 3,189 | $2.46M | 0.45% | +459+16.8% | Added |
| Argonautica Private Wealth Management, Inc | 3,192 | $2.46M | 0.80% | +13+0.4% | Added |
| High Note Wealth, LLC | 3,194 | $2.47M | 0.64% | +6+0.2% | Added |
| Magnolia Capital Advisors LLC | 3,197 | $2.47M | 0.64% | +2,738+596.5% | Added |
| Consilium Wealth Advisory, LLC | 3,200 | $2.47M | 1.18% | −782−19.6% | Reduced |
| Campion Asset Management LLC | 3,207 | $2.48M | 1.87% | −133−4.0% | Reduced |
| Reliant Investment Partners, LLC | 3,207 | $2.48M | 2.19% | +3,207 | New |
| Stablepoint Partners, LLC | 3,212 | $2.48M | 0.46% | −127−3.8% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 3,216 | $2.48M | 0.95% | +3,216 | New |
| Means Investment Co., Inc. | 3,221 | $2.49M | 0.26% | +205+6.8% | Added |
| LMR Partners LLP | 3,233 | $2.50M | 0.04% | −1,035−24.3% | Reduced |
| Ifrah Financial Services, Inc. | 3,235 | $2.50M | 0.69% | −102−3.1% | Reduced |
| PSI Advisors, LLC | 3,235 | $2.50M | 0.74% | +327+11.2% | Added |
| Regal Investment Advisors LLC | 3,238 | $2.50M | 0.19% | −1,350−29.4% | Reduced |
| SFE Investment Counsel | 3,241 | $2.50M | 0.53% | +2,791+620.2% | Added |
| Boston Trust Walden Corp | 3,244 | $2.50M | 0.02% | −60−1.8% | Reduced |
| Catalytic Wealth RIA, LLC | 3,244 | $2.50M | 0.44% | −10−0.3% | Reduced |
| Barr E S & Co | 3,246 | $2.51M | 0.15% | −29−0.9% | Reduced |
| Accredited Investors Inc. | 3,246 | $2.51M | 0.15% | +43+1.3% | Added |
| Prosperitas Financial LLC | 3,249 | $2.51M | 1.27% | +160+5.2% | Added |
| Occudo Quantitative Strategies LP | 3,250 | $2.51M | 0.45% | −1,142−26.0% | Reduced |
| Chesapeake Wealth Management | 3,253 | $2.51M | 0.86% | −177−5.2% | Reduced |
| Bangor Savings Bank | 3,253 | $2.51M | 0.24% | −4−0.1% | Reduced |
| Castle Rock Wealth Management, LLC | 2,975 | $2.51M | 0.60% | +73+2.5% | Added |
| Brooks, Moore & Associates, Inc. | 3,258 | $2.52M | 1.49% | −110−3.3% | Reduced |
| Hanson & Doremus Investment Management | 3,262 | $2.52M | 0.39% | −145−4.3% | Reduced |
| Biltmore Family Office, LLC | 3,267 | $2.52M | 0.42% | −26−0.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,267 | $2.52M | 0.01% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 3,271 | $2.53M | 0.15% | +9+0.3% | Added |
| Sentry Investment Management LLC | 3,272 | $2.53M | 1.20% | −49−1.5% | Reduced |
| SlateStone Wealth, LLC | 3,275 | $2.53M | 0.25% | +131+4.2% | Added |
| Brown, Lisle/Cummings, Inc. | 3,278 | $2.53M | 0.76% | +1,234+60.4% | Added |
| Keystone Financial Group | 3,213 | $2.53M | 0.25% | −1,586−33.0% | Reduced |
| City State Bank | 3,286 | $2.54M | 0.89% | +159+5.1% | Added |
| B & T Capital Management DBA Alpha Capital Management | 3,289 | $2.54M | 0.47% | +216+7.0% | Added |
| Fortitude Family Office, LLC | 3,294 | $2.54M | 0.91% | +912+38.3% | Added |
| Personal Cfo Solutions, LLC | 3,302 | $2.55M | 0.50% | +562+20.5% | Added |
| Wolf Group Capital Advisors | 5,440 | $2.55M | 1.25% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,309 | $2.55M | 0.07% | −6−0.2% | Reduced |
| KKM Financial LLC | 3,327 | $2.57M | 1.07% | +386+13.1% | Added |
| Bank Hapoalim BM | 3,330 | $2.57M | 0.42% | −2,035−37.9% | Reduced |
| Burns J W & Co Inc | 3,331 | $2.57M | 0.33% | −144−4.1% | Reduced |
| Semus Wealth Partners LLC | 3,333 | $2.57M | 1.70% | +232+7.5% | Added |
| Prelude Capital Management, LLC | 3,346 | $2.58M | 0.22% | −866−20.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,352 | $2.59M | 0.85% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 3,353 | $2.59M | 0.22% | +209+6.6% | Added |
| Searle & Co. | 3,355 | $2.59M | 0.75% | −130−3.7% | Reduced |