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 $942.8B 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
- 3,914
- +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
- 1,533 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 | $942.8B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $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 |
|---|---|---|---|---|---|
| DDFG, Inc | 264 | $203.8K | 0.06% | 00.0% | Unchanged |
| Brio Consultants, LLC | 264 | $204.2K | 0.03% | +264 | New |
| Dodds Wealth, LLC | 271 | $204.3K | 0.07% | 00.0% | Unchanged |
| Fidato Wealth LLC | 265 | $204.6K | 0.15% | +265 | New |
| Rinkey Investments | 265 | $204.6K | 0.07% | +265 | New |
| NovaPoint Capital, LLC | 265 | $204.6K | 0.06% | +265 | New |
| Adamsbrown Wealth Consultants LLC | 265 | $204.7K | 0.07% | +14+5.6% | Added |
| Hollow Brook Wealth Management LLC | 266 | $205.4K | 0.06% | −214−44.6% | Reduced |
| Morling Financial Advisors, LLC | 266 | $205.4K | 0.07% | +12+4.7% | Added |
| Gen-Wealth Partners Inc | 266 | $205.4K | 0.09% | +2+0.8% | Added |
| Columbia River Financial Group, LLC | 267 | $206.0K | 0.14% | +267 | New |
| Rocky Mountain Advisers, LLC | 267 | $206.1K | 0.06% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 267 | $206.1K | 0.07% | +267 | New |
| Disciplined Investors, L.L.C. | 259 | $206.7K | 0.20% | +259 | New |
| Mainstream Capital Management LLC | 269 | $207.7K | 0.15% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 269 | $208.0K | 0.07% | −126−31.9% | Reduced |
| Allied Investment Advisors, LLC | 270 | $208.1K | 0.04% | +18+7.1% | Added |
| Mason Investment Advisory Services, Inc. | 270 | $208.2K | 0.01% | +1+0.4% | Added |
| Baring Financial LLC | 270 | $208.2K | 0.19% | +270 | New |
| NDWM LLC | 270 | $208.4K | 0.17% | −16−5.6% | Reduced |
| Lafayette Investments, Inc. | 270 | $208.4K | 0.04% | +10+3.8% | Added |
| Sunesis Advisors, LLC | 271 | $209.2K | 0.13% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 271 | $209.2K | 0.07% | +271 | New |
| Hobbs Group Advisors, LLC | 272 | $210.1K | 0.08% | +13+5.0% | Added |
| BridgePort Financial Solutions, LLC | 233 | $210.9K | 0.10% | +233 | New |
| Ade, LLC | 275 | $212.3K | 0.13% | +16+6.2% | Added |
| Coordinated Financial Services, Inc. | 275 | $212.3K | 0.17% | +275 | New |
| Hidden Cove Wealth Management, LLC | 276 | $213.1K | 0.17% | +276 | New |
| Tucker Asset Management LLC | 277 | $213.8K | 0.02% | −82−22.8% | Reduced |
| Custom Index Systems, LLC | 277 | $213.8K | 0.11% | −19−6.4% | Reduced |
| Bridgewealth Advisory Group, LLC | 246 | $214.5K | 0.06% | +16+7.0% | Added |
| Blue Zone Wealth Advisors, LLC | 278 | $214.6K | 0.06% | +4+1.5% | Added |
| Swan Global Investments, LLC | 278 | $214.6K | 0.01% | +278 | New |
| Legacy Wealth Management, LLC | 278 | $214.6K | 0.09% | +278 | New |
| Well Done, LLC | 243 | $215.3K | 0.04% | 00.0% | Unchanged |
| Camarda Financial Advisors, LLC | 279 | $215.4K | 0.08% | −60−17.7% | Reduced |
| IMS Capital Management | 279 | $215.4K | 0.10% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 280 | $216.0K | 0.06% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 280 | $216.1K | 0.07% | +8+2.9% | Added |
| LifeGoal Wealth Advisors | 281 | $216.9K | 0.24% | +281 | New |
| Variant Private Wealth, LLC | 282 | $217.7K | 0.21% | +282 | New |
| NatWest Group plc | 283 | $218.5K | 0.06% | −13,952−98.0% | Reduced |
| FSA Wealth Management LLC | 284 | $219.2K | 0.09% | −56−16.5% | Reduced |
| Sovereign Investment Advisors, LLC | 284 | $219.2K | 0.07% | +284 | New |
| Monograph Wealth Advisors, LLC | 286 | $220.8K | 0.03% | +286 | New |
| Objectivity Squared, LLC | 276 | $220.9K | 0.15% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 288 | $222.0K | 0.05% | +288 | New |
| Code Waechter LLC | 288 | $222.3K | 0.19% | −134−31.8% | Reduced |
| Joule Financial, LLC | 288 | $222.3K | 0.08% | −119−29.2% | Reduced |
| Ninety One SA (PTY) Ltd | 288 | $222.3K | 0.05% | +288 | New |
| Campbell Deegan Wealth Management, LLC | 288 | $222.3K | 0.27% | +288 | New |
| Perissos Private Wealth Management, LLC | 288 | $222.6K | 0.17% | −164−36.3% | Reduced |
| Ellenbecker Investment Group | 288 | $222.8K | 0.04% | +26+9.9% | Added |
| Peak Retirement Planning, Inc. | 288 | $223.0K | 0.15% | +288 | New |
| Carolina Wealth Advisors, LLC | 290 | $223.9K | 0.12% | +151+108.6% | Added |
| R Squared Ltd | 290 | $223.9K | 0.22% | +290 | New |
| Veridan Wealth LLC | 277 | $224.5K | 0.11% | +277 | New |
| PCG Asset Management, LLC | 291 | $224.7K | 0.20% | +291 | New |
| Capital Counsel LLC | 292 | $225.4K | 0.01% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 292 | $225.4K | 0.18% | +292 | New |
| Balanced Rock Investment Advisor | 293 | $226.2K | 0.18% | −15−4.9% | Reduced |
| Beirne Wealth Consulting Services, LLC | 294 | $227.0K | 0.08% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 294 | $227.0K | 0.05% | +294 | New |
| Wiser Wealth Management, Inc | 294 | $227.0K | 0.06% | −269−47.8% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 295 | $227.7K | 0.06% | −23−7.2% | Reduced |
| Headland Capital, LLC | 296 | $228.4K | 0.08% | +296 | New |
| HFG Advisors, Inc. | 296 | $228.5K | 0.20% | −63−17.5% | Reduced |
| Pflug Koory, LLC | 296 | $228.5K | 0.12% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 297 | $229.2K | 0.03% | +8+2.8% | Added |
| Pacifica Partners Inc. | 295 | $229.5K | 0.10% | −115−28.0% | Reduced |
| Secured Retirement Advisors, LLC | 298 | $230.1K | 0.13% | −30−9.1% | Reduced |
| SK Wealth Management, LLC | 298 | $230.2K | 0.12% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 299 | $230.8K | 0.07% | +299 | New |
| Centennial Wealth Advisory LLC | 299 | $230.8K | 0.09% | −2−0.7% | Reduced |
| Fiduciary Family Office, LLC | 300 | $231.6K | 0.07% | −1,832−85.9% | Reduced |
| Threadgill Financial, LLC | 300 | $231.6K | 0.12% | −100−25.0% | Reduced |
| FMA Wealth Management, LLC | 300 | $231.6K | 0.17% | −50−14.3% | Reduced |
| New Harbor Financial Group, LLC | 300 | $231.6K | 0.07% | −20−6.3% | Reduced |
| Columbus Macro, LLC | 300 | $231.6K | 0.03% | 00.0% | Unchanged |
| Knott David M Jr | 300 | $231.6K | 0.08% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 300 | $231.6K | 0.09% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 300 | $231.6K | 0.16% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 300 | $231.6K | 0.14% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 300 | $231.6K | 0.24% | +300 | New |
| America First Investment Advisors, LLC | 301 | $232.4K | 0.05% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 301 | $232.4K | 0.17% | 00.0% | Unchanged |
| A&I Financial Services, LLC | 301 | $232.4K | 0.23% | +301 | New |
| Selective Wealth Management, Inc. | 312 | $232.4K | 0.09% | −3−1.0% | Reduced |
| Matrix Asset Advisors Inc | 302 | $233.1K | 0.03% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 303 | $233.9K | 0.14% | −407−57.3% | Reduced |
| Meridian Financial, LLC | 303 | $233.9K | 0.16% | −75−19.8% | Reduced |
| Front Row Advisors LLC | 303 | $234.2K | 0.08% | 00.0% | Unchanged |
| Atom Investors LP | 304 | $234.7K | 0.03% | +304 | New |
| Genesis Private Wealth, LLC | 304 | $234.7K | 0.13% | +304 | New |
| Davy Global Fund Management Ltd | 305 | $235.5K | 0.03% | 00.0% | Unchanged |
| 25 LLC | 305 | $235.5K | 0.10% | +46+17.8% | Added |
| Templeton & Phillips Capital Management, LLC | 306 | $236.2K | 0.19% | 00.0% | Unchanged |
| Alesco Advisors LLC | 306 | $236.2K | 0.01% | +36+13.3% | Added |
| Kirtland Hills Capital Management, LLC | 306 | $236.6K | 0.15% | +62+25.4% | Added |
| Tobias Financial Advisors, Inc. | 307 | $237.0K | 0.05% | +12+4.1% | Added |