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 |
|---|---|---|---|---|---|
| FreeGulliver LLC | 307 | $237.0K | 0.12% | +47+18.1% | Added |
| Wingate Wealth Advisors, Inc. | 307 | $237.0K | 0.23% | +307 | New |
| Absolute Capital Management, LLC | 307 | $237.6K | 0.13% | +31+11.2% | Added |
| Fiducient Advisors LLC | 308 | $237.8K | 0.03% | −5−1.6% | Reduced |
| Noesis Capital Mangement Corp | 308 | $237.8K | 0.05% | +11+3.7% | Added |
| GFG Capital, LLC | 309 | $238.5K | 0.07% | +309 | New |
| ShankerValleau Wealth Advisors, Inc. | 309 | $238.5K | 0.08% | +309 | New |
| Petros Family Wealth, LLC | 311 | $240.1K | 0.26% | +311 | New |
| Biltmore Wealth Management, LLC | 312 | $240.6K | 0.10% | +66+26.8% | Added |
| Culbertson A N & Co Inc | 312 | $240.9K | 0.04% | −72−18.8% | Reduced |
| Stark Wealth Management LLC | 312 | $240.9K | 0.18% | +312 | New |
| Clarity Wealth Advisors, LLC | 312 | $241.0K | 0.07% | −51−14.0% | Reduced |
| Phillips Wealth Planners LLC | 302 | $241.6K | 0.24% | +32+11.9% | Added |
| Advance Capital Management, Inc. | 313 | $241.6K | 0.01% | +7+2.3% | Added |
| Trillium Asset Management, LLC | 314 | $242.0K | 0.01% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 301 | $242.1K | 0.22% | −1,268−80.8% | Reduced |
| Goepper Burkhardt LLC | 314 | $242.4K | 0.10% | −12−3.7% | Reduced |
| Lutz Financial Services LLC | 314 | $242.4K | 0.02% | −1−0.3% | Reduced |
| Helen Stephens Group, LLC | 314 | $242.4K | 0.07% | −76−19.5% | Reduced |
| Curated Wealth Partners LLC | 314 | $242.4K | 0.03% | −2−0.6% | Reduced |
| Bell Investment Advisors, Inc | 315 | $243.2K | 0.05% | −9−2.8% | Reduced |
| Auour Investments LLC | 300 | $243.3K | 0.09% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 316 | $244.0K | 0.13% | +4+1.3% | Added |
| Saranac Partners Ltd | 316 | $244.0K | 0.13% | +316 | New |
| Opes Wealth Management LLC | 316 | $244.0K | 0.05% | +80+33.9% | Added |
| ERTS Wealth Advisors, LLC | 318 | $245.5K | 0.05% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 318 | $245.6K | 0.13% | +40+14.4% | Added |
| LifePlan Investment Advisors, Inc. | 318 | $245.7K | 0.15% | +14+4.6% | Added |
| Palisade Capital Management LLC | 320 | $247.0K | 0.01% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 321 | $247.8K | 0.16% | −4−1.2% | Reduced |
| Madrona Financial Services, LLC | 321 | $247.8K | 0.07% | +39+13.8% | Added |
| Charles Schwab Trust Co | 321 | $247.8K | 0.02% | +95+42.0% | Added |
| Capstone Wealth Management, LLC | 321 | $247.8K | 0.24% | +321 | New |
| AMJ Financial Wealth Management | 321 | $248.1K | 0.07% | −3−0.9% | Reduced |
| Investment Advisory Services Inc | 322 | $248.5K | 0.09% | +24+8.1% | Added |
| Sierra Capital LLC | 323 | $249.0K | 0.03% | +76+30.8% | Added |
| Iams Wealth Management, LLC | 323 | $249.4K | 0.11% | −213−39.7% | Reduced |
| Syntax Research, Inc. | 323 | $249.4K | 0.18% | 00.0% | Unchanged |
| Stance Capital LLC | 324 | $250.1K | 0.15% | +324 | New |
| Evolution Wealth Advisors, LLC | 324 | $250.5K | 0.04% | +9+2.9% | Added |
| Instrumental Wealth, LLC | 287 | $250.5K | 0.24% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 325 | $250.9K | 0.16% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 325 | $251.0K | 0.00% | −81−20.0% | Reduced |
| PFS Partners, LLC | 325 | $251.1K | 0.14% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 326 | $251.7K | 0.19% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 326 | $251.7K | 0.07% | +38+13.2% | Added |
| Maridea Wealth Management LLC | 326 | $251.7K | 0.08% | +326 | New |
| Single Point Partners, LLC | 326 | $252.0K | 0.06% | +326 | New |
| National Wealth Management Group, LLC | 326 | $252.0K | 0.17% | +52+19.0% | Added |
| Gutierrez Wealth Advisory, LLC | 327 | $252.3K | 0.21% | +327 | New |
| Courage Miller Partners, LLC | 327 | $252.4K | 0.09% | 00.0% | Unchanged |
| Absolute Gestao de Investimentos Ltda. | 327 | $252.4K | 0.11% | +327 | New |
| Avenue 1 Advisors, LLC | 328 | $253.2K | 0.10% | +5+1.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 330 | $254.0K | 0.19% | −4,228−92.8% | Reduced |
| Aspiring Ventures, LLC | 351 | $254.7K | 0.16% | +351 | New |
| Fulcrum Equity Management | 330 | $254.8K | 0.25% | −232−41.3% | Reduced |
| White Pine Capital LLC | 330 | $254.8K | 0.09% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 331 | $255.5K | 0.07% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 331 | $255.6K | 0.08% | −71−17.7% | Reduced |
| Richardson Financial Services Inc. | 332 | $256.9K | 0.18% | +261+367.6% | Added |
| Cornerstone Wealth Advisors, Inc. | 333 | $257.1K | 0.07% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 334 | $257.8K | 0.04% | 00.0% | Unchanged |
| Vista Investment Management | 335 | $258.6K | 0.10% | −3−0.9% | Reduced |
| TruNorth Capital Management, LLC | 335 | $258.6K | 0.07% | 00.0% | Unchanged |
| NDVR, Inc. | 335 | $258.6K | 0.25% | +56+20.1% | Added |
| MWA Asset Management | 335 | $258.6K | 0.17% | +70+26.4% | Added |
| Disciplined Investments, LLC | 335 | $258.8K | 0.13% | −18−5.1% | Reduced |
| Wormser Freres Gestion | 333 | $259.1K | 0.15% | +197+144.9% | Added |
| Horizons Wealth Management | 338 | $260.9K | 0.20% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 338 | $260.9K | 0.04% | +27+8.7% | Added |
| Agp Franklin, LLC | 338 | $260.9K | 0.16% | +338 | New |
| Asset Allocation & Management Company, LLC | 340 | $262.0K | 0.14% | +340 | New |
| Granite Bay Wealth Management, LLC | 340 | $262.0K | 0.10% | +340 | New |
| Elevate Capital Advisors, LLC | 340 | $262.1K | 0.23% | +340 | New |
| James Hambro & Partners | 340 | $262.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 341 | $263.0K | 0.16% | −201−37.1% | Reduced |
| Capstone Capital Wealth Advisors | 341 | $263.3K | 0.22% | 00.0% | Unchanged |
| AdviceOne Advisory Services, LLC | 341 | $263.3K | 0.23% | +341 | New |
| Commonwealth Retirement Investments LLC | 342 | $263.7K | 0.11% | +342 | New |
| Gerber, LLC | 342 | $264.0K | 0.19% | 00.0% | Unchanged |
| Gibson Capital, LLC | 342 | $264.2K | 0.05% | +342 | New |
| TCP Asset Management, LLC | 343 | $264.8K | 0.06% | +20+6.2% | Added |
| Fonville Wealth Management LLC | 344 | $265.6K | 0.09% | −44−11.3% | Reduced |
| Chris Bulman Inc | 344 | $265.7K | 0.17% | −25−6.8% | Reduced |
| Flynn Zito Capital Management, LLC | 344 | $265.9K | 0.12% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 305 | $266.3K | 0.13% | +33+12.1% | Added |
| Outlook Wealth Advisors, LLC | 345 | $266.3K | 0.08% | +39+12.7% | Added |
| Pacific Wealth Strategies Group, Inc. | 345 | $266.3K | 0.19% | +50+16.9% | Added |
| Ground Swell Capital, LLC | 345 | $266.3K | 0.58% | +52+17.7% | Added |
| Beck Bode, LLC | 346 | $267.3K | 0.05% | −16,538−98.0% | Reduced |
| Spreng Capital Management, Inc. | 347 | $267.9K | 0.12% | −202−36.8% | Reduced |
| Verus Wealth Management, LLC | 347 | $267.9K | 0.30% | +347 | New |
| OneAscent Wealth Management LLC | 347 | $268.0K | 0.11% | −105−23.2% | Reduced |
| tru Independence LLC | 348 | $268.3K | 0.08% | −2−0.6% | Reduced |
| Cannon Financial Strategists, Inc. | 348 | $268.9K | 0.05% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 348 | $269.0K | 0.08% | −60−14.7% | Reduced |
| Mountain Capital Investment Advisors, Inc | 371 | $269.2K | 0.06% | +117+46.1% | Added |
| LifeSteps Financial, Inc. | 349 | $269.4K | 0.21% | −10−2.8% | Reduced |
| Abc Arbitrage SA | 349 | $269.4K | 0.04% | +349 | New |
| Dahring | Cusmano LLC | 350 | $269.9K | 0.24% | +350 | New |