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 |
|---|---|---|---|---|---|
| Evelyn Partners Investment Management LLP | 3,856 | $2.98M | 0.10% | +3,856 | New |
| Northwest Bancshares, Inc. | 3,862 | $2.98M | 0.55% | −1,024−21.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,879 | $2.99M | 1.69% | −270−6.5% | Reduced |
| Annex Advisory Services, LLC | 3,884 | $3.00M | 0.09% | −337−8.0% | Reduced |
| Tectonic Advisors LLC | 3,890 | $3.00M | 0.20% | +548+16.4% | Added |
| Oakworth Capital, Inc. | 3,892 | $3.00M | 0.21% | +8+0.2% | Added |
| Geller Advisors LLC | 3,895 | $3.01M | 0.20% | −131−3.3% | Reduced |
| Optas, LLC | 3,896 | $3.01M | 0.65% | −373−8.7% | Reduced |
| Millennium Capital Advisors, LLC | 3,898 | $3.01M | 2.05% | +55+1.4% | Added |
| Etesian Wealth Advisors, Inc. | 3,901 | $3.01M | 1.33% | −96−2.4% | Reduced |
| Bourne Lent Asset Management Inc | 3,907 | $3.02M | 1.15% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 3,909 | $3.02M | 1.32% | +642+19.7% | Added |
| Traveka Wealth, LLC | 3,915 | $3.02M | 1.67% | +1,213+44.9% | Added |
| Spears Abacus Advisors LLC | 3,927 | $3.03M | 0.06% | −7−0.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,942 | $3.04M | 0.19% | +419+11.9% | Added |
| Argent Advisors, Inc. | 3,961 | $3.06M | 1.13% | −80−2.0% | Reduced |
| Stratos Wealth Advisors, LLC | 3,970 | $3.07M | 0.15% | −591−13.0% | Reduced |
| Aspen Grove Capital, LLC | 3,979 | $3.07M | 0.65% | +4+0.1% | Added |
| Edgestream Partners, L.P. | 3,980 | $3.07M | 0.13% | −4,364−52.3% | Reduced |
| Waycross Partners, LLC | 4,000 | $3.09M | 0.40% | −1,000−20.0% | Reduced |
| Blue Capital, Inc. | 4,000 | $3.09M | 2.18% | +4,000 | New |
| Financial Security Advisor, Inc. | 4,005 | $3.09M | 0.79% | −220−5.2% | Reduced |
| Soltis Investment Advisors LLC | 4,005 | $3.09M | 0.29% | +2,749+218.9% | Added |
| Ascent Wealth Partners, LLC | 4,009 | $3.09M | 0.42% | +119+3.1% | Added |
| First Dallas Securities Inc. | 4,012 | $3.10M | 1.26% | +100+2.6% | Added |
| Evermay Wealth Management LLC | 4,013 | $3.10M | 0.47% | −27−0.7% | Reduced |
| RB Capital Management, LLC | 4,015 | $3.10M | 0.72% | +180+4.7% | Added |
| Kane Investment Management, Inc. | 4,018 | $3.10M | 1.73% | +4,018 | New |
| Trust Point Inc. | 4,020 | $3.10M | 0.22% | −30−0.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,030 | $3.11M | 0.25% | 00.0% | Unchanged |
| Certified Advisory Corp | 4,036 | $3.12M | 0.34% | −59−1.4% | Reduced |
| Berkshire Asset Management LLC | 3,969 | $3.12M | 0.15% | +83+2.1% | Added |
| Harold Davidson & Associates Inc. | 4,042 | $3.12M | 1.49% | +4,042 | New |
| EverSource Wealth Advisors, LLC | 4,043 | $3.12M | 0.18% | +248+6.5% | Added |
| 1 North Wealth Services LLC | 4,055 | $3.13M | 1.33% | +4,055 | New |
| Diversified Enterprises, LLC | 4,066 | $3.14M | 0.30% | +118+3.0% | Added |
| Aries Wealth Management | 4,081 | $3.15M | 0.87% | −105−2.5% | Reduced |
| Alaethes Wealth LLC | 4,085 | $3.15M | 1.13% | +3,555+670.8% | Added |
| TFR Capital, LLC. | 4,091 | $3.16M | 1.57% | +4,091 | New |
| HT Partners LLC | 4,094 | $3.16M | 1.07% | −162−3.8% | Reduced |
| Nebula Research & Development LLC | 4,097 | $3.16M | 0.37% | +1,638+66.6% | Added |
| Cloverfields Capital Group, LP | 4,098 | $3.16M | 1.02% | +4,098 | New |
| Graphene Investments SAS | 4,100 | $3.17M | 2.19% | +800+24.2% | Added |
| Callan Capital, LLC | 4,100 | $3.17M | 0.23% | −220−5.1% | Reduced |
| Thomasville National Bank | 4,102 | $3.17M | 0.23% | −6−0.1% | Reduced |
| Fishman Jay A Ltd | 4,103 | $3.17M | 0.30% | +262+6.8% | Added |
| Eqis Capital Management, Inc. | 4,103 | $3.17M | 0.26% | −39−0.9% | Reduced |
| Lokken Investment Group LLC | 4,106 | $3.17M | 1.37% | −63−1.5% | Reduced |
| Stokes Family Office, LLC | 4,108 | $3.17M | 0.34% | −148−3.5% | Reduced |
| MONECO Advisors, LLC | 4,132 | $3.19M | 0.34% | +895+27.6% | Added |
| GTS Securities LLC | 4,139 | $3.20M | 0.16% | −12,420−75.0% | Reduced |
| Eagle Wealth Strategies LLC | 4,147 | $3.20M | 2.32% | +68+1.7% | Added |
| Kathmere Capital Management, LLC | 4,148 | $3.20M | 0.29% | +229+5.8% | Added |
| Bedell Frazier Investment Counseling, LLC | 4,149 | $3.20M | 0.79% | +48+1.2% | Added |
| Archford Capital Strategies, LLC | 4,152 | $3.21M | 0.48% | +68+1.7% | Added |
| Grimes & Company, Inc. | 4,152 | $3.21M | 0.09% | +79+1.9% | Added |
| Marshall Financial Group LLC | 4,172 | $3.22M | 0.78% | +7+0.2% | Added |
| Tritonpoint Wealth, LLC | 4,184 | $3.23M | 0.29% | +108+2.6% | Added |
| Brooktree Capital Management | 4,185 | $3.23M | 2.40% | −21−0.5% | Reduced |
| Boston Research & Management Inc | 4,188 | $3.23M | 0.78% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 4,198 | $3.24M | 0.56% | +65+1.6% | Added |
| Eventide Asset Management, LLC | 4,198 | $3.24M | 0.06% | +70+1.7% | Added |
| Garrett Investment Advisors LLC | 4,199 | $3.24M | 0.32% | +1,040+32.9% | Added |
| Ipswich Investment Management Co., Inc. | 4,210 | $3.25M | 0.78% | −14−0.3% | Reduced |
| Fragasso Group Inc. | 4,214 | $3.25M | 0.25% | −186−4.2% | Reduced |
| Umpqua Bank | 4,378 | $3.26M | 1.13% | +2,873+190.9% | Added |
| Copperwynd Financial, LLC | 4,230 | $3.27M | 0.90% | +211+5.3% | Added |
| CFS Investment Advisory Services, LLC | 4,237 | $3.27M | 0.29% | +41+1.0% | Added |
| Philadelphia Trust Co | 4,240 | $3.27M | 0.24% | −34−0.8% | Reduced |
| Ballast, Inc. | 4,246 | $3.28M | 0.94% | −121−2.8% | Reduced |
| Pennsylvania Capital Management Inc | 4,246 | $3.28M | 1.12% | +25+0.6% | Added |
| Winton Group Ltd | 4,248 | $3.28M | 0.22% | +3,892+1,093.3% | Added |
| Cordatus Wealth Management LLC | 4,251 | $3.28M | 0.87% | +142+3.5% | Added |
| Horizon Kinetics Asset Management LLC | 4,257 | $3.29M | 0.04% | +141+3.4% | Added |
| Koshinski Asset Management, Inc. | 4,259 | $3.29M | 0.28% | −17−0.4% | Reduced |
| Curbstone Financial Management Corp | 4,264 | $3.29M | 0.70% | −290−6.4% | Reduced |
| CTC LLC | 4,264 | $3.29M | 0.33% | +2,026+90.5% | Added |
| Lazard Freres Gestion S.A.S. | 4,266 | $3.29M | 0.07% | +3,270+328.3% | Added |
| Guardian Partners Inc. | 4,187 | $3.30M | 0.34% | +4,187 | New |
| JCIC Asset Management Inc. | 4,272 | $3.30M | 1.34% | +56+1.3% | Added |
| Towerpoint Wealth, LLC | 4,274 | $3.30M | 1.62% | −10.0% | Reduced |
| Baader Bank INC | 4,290 | $3.31M | 0.30% | −271−5.9% | Reduced |
| Davidson Capital Management Inc. | 4,297 | $3.32M | 0.87% | +759+21.5% | Added |
| Arcadia Investment Management Corp | 4,300 | $3.32M | 0.53% | +1,903+79.4% | Added |
| United Asset Strategies, Inc. | 4,304 | $3.32M | 0.30% | +161+3.9% | Added |
| Rehmann Capital Advisory Group | 4,311 | $3.33M | 0.21% | −46−1.1% | Reduced |
| Wallington Asset Management, LLC | 4,319 | $3.33M | 0.48% | −86−2.0% | Reduced |
| Vectors Research Management, LLC | 4,324 | $3.34M | 1.14% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 4,325 | $3.34M | 1.10% | +43+1.0% | Added |
| Accurate Wealth Management, LLC | 4,180 | $3.34M | 0.64% | +114+2.8% | Added |
| Lighthouse Financial LLC | 4,341 | $3.35M | 2.72% | +4,341 | New |
| Becker Capital Management Inc | 4,354 | $3.36M | 0.11% | −34−0.8% | Reduced |
| InTrack Investment Management Inc | 4,516 | $3.36M | 2.35% | +1,011+28.8% | Added |
| Humankind Investments LLC | 4,368 | $3.37M | 0.85% | +985+29.1% | Added |
| Peterson Wealth Services | 4,378 | $3.38M | 1.01% | −239−5.2% | Reduced |
| Gibbs Wealth Management | 4,390 | $3.39M | 0.92% | +3,631+478.4% | Added |
| Silphium Asset Management Ltd | 4,401 | $3.40M | 1.24% | +5+0.1% | Added |
| Roundview Capital LLC | 4,408 | $3.40M | 0.24% | +963+28.0% | Added |
| Evernest Financial Advisors, LLC | 4,419 | $3.41M | 0.88% | −207−4.5% | Reduced |
| Trexquant Investment LP | 4,421 | $3.41M | 0.04% | +1,871+73.4% | Added |