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 |
|---|---|---|---|---|---|
| Genesee Capital Advisors, LLC | 403 | $311.3K | 0.14% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 403 | $311.5K | 0.04% | +403 | New |
| Pring Turner Capital Group Inc | 404 | $311.9K | 0.21% | −143−26.1% | Reduced |
| Seldon Capital LP | 404 | $311.9K | 0.13% | 00.0% | Unchanged |
| Curio Wealth, LLC | 404 | $311.9K | 0.17% | +404 | New |
| Cardinal Point Capital Management, ULC | 405 | $312.7K | 0.05% | +2+0.5% | Added |
| Global Strategic Investment Solutions, LLC | 406 | $313.3K | 0.04% | −76−15.8% | Reduced |
| Littlejohn Financial Services, Inc. | 406 | $313.4K | 0.28% | +406 | New |
| Madison Park Capital Advisors, LLC | 407 | $314.0K | 0.25% | −156−27.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 407 | $314.2K | 0.03% | −143−26.0% | Reduced |
| Kraft, Davis & Associates, LLC | 361 | $314.8K | 0.09% | +68+23.2% | Added |
| Gallagher Capital Advisors, LLC | 408 | $315.0K | 0.23% | +408 | New |
| Commons Capital, LLC | 408 | $315.3K | 0.29% | +50+14.0% | Added |
| RS Crum Inc. | 409 | $315.7K | 0.08% | +2+0.5% | Added |
| Mill Creek Capital Advisors, LLC | 409 | $315.8K | 0.01% | −41−9.1% | Reduced |
| Insight Wealth Partners, LLC | 410 | $316.2K | 0.20% | −398−49.3% | Reduced |
| Enclave Advisors LLC | 410 | $316.8K | 0.05% | +30+7.9% | Added |
| Vantage Financial Partners, LLC | 410 | $316.8K | 0.08% | −5−1.2% | Reduced |
| Round Rock Advisors, LLC | 410 | $316.8K | 0.06% | −1−0.2% | Reduced |
| X-Square Capital, LLC | 411 | $317.0K | 0.13% | +411 | New |
| Paces Ferry Wealth Advisors, LLC | 411 | $317.0K | 0.15% | −8−1.9% | Reduced |
| Truepoint, Inc. | 411 | $317.3K | 0.01% | −51−11.0% | Reduced |
| Alpha Zero LLC | 411 | $317.3K | 0.24% | +411 | New |
| Greykasell Wealth Strategies, Inc. | 411 | $317.3K | 0.18% | +411 | New |
| Peirce Capital Management, LLC | 412 | $318.1K | 0.16% | 00.0% | Unchanged |
| United Advisor Group, LLC | 412 | $318.3K | 0.06% | −188−31.3% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 413 | $318.9K | 0.04% | +23+5.9% | Added |
| Kelly Financial Services LLC | 414 | $319.4K | 0.12% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 414 | $319.6K | 0.02% | −1,528−78.7% | Reduced |
| WPG Advisers, LLC | 414 | $319.6K | 0.30% | +414 | New |
| Capital Management Associates, Inc | 414 | $319.7K | 0.12% | −1−0.2% | Reduced |
| Syverson Strege & Co | 415 | $320.4K | 0.11% | +415 | New |
| Wallace Advisory Group, LLC | 363 | $321.6K | 0.22% | +15+4.3% | Added |
| Financial Perspectives, Inc | 417 | $321.9K | 0.11% | +54+14.9% | Added |
| LCM Capital Management Inc | 417 | $321.9K | 0.18% | +417 | New |
| Twin Focus Capital Partners, LLC | 418 | $322.7K | 0.05% | −150−26.4% | Reduced |
| RMR Capital Management, LLC | 418 | $322.7K | 0.24% | 00.0% | Unchanged |
| Heritage Oak Wealth Advisors LLC | 419 | $323.5K | 0.15% | −441−51.3% | Reduced |
| One Day In July LLC | 419 | $323.5K | 0.03% | +7+1.7% | Added |
| Panoramic Capital Partners, LLC | 419 | $323.5K | 0.28% | +419 | New |
| Capula Management Ltd | 420 | $324.2K | 0.00% | −88,164−99.5% | Reduced |
| Nicholson Wealth Management Group, LLC | 420 | $324.2K | 0.22% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 420 | $324.3K | 0.05% | +127+43.3% | Added |
| Capstone Wealth Management Group, LLC | 422 | $326.1K | 0.17% | −34−7.5% | Reduced |
| Level Financial Advisors, Inc. | 423 | $326.7K | 0.12% | +65+18.2% | Added |
| GSG Advisors LLC | 425 | $328.1K | 0.10% | +13+3.2% | Added |
| Silvia McColl Wealth Management, LLC | 426 | $328.9K | 0.25% | −3−0.7% | Reduced |
| Claret Asset Management Corp | 426 | $329.0K | 0.05% | +2+0.5% | Added |
| Wernau Asset Management Inc. | 426 | $329.1K | 0.32% | +426 | New |
| Horst & Graben Wealth Management LLC | 426 | $329.2K | 0.06% | −1−0.2% | Reduced |
| Park Capital Management, LLC | 427 | $329.3K | 0.39% | +427 | New |
| Proquility Private Wealth Partners, LLC | 427 | $329.6K | 0.11% | −1,238−74.4% | Reduced |
| Windward Capital Management Co | 427 | $329.6K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 427 | $329.6K | 0.16% | 00.0% | Unchanged |
| MEMBERS Trust Co | 427 | $329.6K | 0.01% | +17+4.1% | Added |
| Beacon Financial Group | 428 | $330.4K | 0.04% | −695−61.9% | Reduced |
| Serenus Wealth Advisors, LLC | 429 | $331.2K | 0.06% | +429 | New |
| Stuart Chaussee & Associates, Inc. | 430 | $332.0K | 0.08% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 430 | $332.0K | 0.16% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 430 | $332.0K | 0.05% | +30+7.5% | Added |
| OneAscent Family Office, LLC | 431 | $332.0K | 0.60% | +431 | New |
| Abacus Wealth Partners, LLC | 431 | $332.7K | 0.05% | −184−29.9% | Reduced |
| FDx Advisors, Inc. | 431 | $333.0K | 0.10% | −71−14.1% | Reduced |
| Bogart Wealth, LLC | 432 | $333.7K | 0.02% | +77+21.7% | Added |
| Joseph P. Lucia & Associates, LLC | 432 | $333.7K | 0.15% | −167−27.9% | Reduced |
| Parus Finance (UK) Ltd | 433 | $334.3K | 0.10% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 433 | $334.3K | 0.29% | +433 | New |
| BancFirst Trust & Investment Management | 432 | $334.3K | 0.15% | 00.0% | Unchanged |
| LongView Wealth Management | 434 | $334.7K | 0.10% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 434 | $335.0K | 0.24% | −5−1.1% | Reduced |
| Tableaux LLC | 434 | $335.0K | 0.28% | +434 | New |
| Osprey Private Wealth LLC | 435 | $335.8K | 0.23% | +10+2.4% | Added |
| Oak Wealth Advisors LLC | 435 | $335.8K | 0.26% | +435 | New |
| Clark Financial Services Group Inc | 436 | $336.0K | 0.26% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 436 | $336.6K | 0.17% | −1−0.2% | Reduced |
| Griffith & Werner, Inc. | 436 | $336.7K | 0.22% | +436 | New |
| Earnest Partners LLC | 437 | $337.4K | 0.00% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 437 | $337.4K | 0.15% | +35+8.7% | Added |
| Promus Capital, LLC | 437 | $337.4K | 0.26% | +437 | New |
| GG Group Ventures, LLC | 438 | $338.2K | 0.45% | +11+2.6% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 402 | $338.6K | 0.12% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 439 | $338.9K | 0.21% | +14+3.3% | Added |
| Colton Groome Financial Advisors, LLC | 440 | $339.7K | 0.13% | −32−6.8% | Reduced |
| Phoenix Wealth Advisors | 440 | $339.7K | 0.15% | +4+0.9% | Added |
| IAG Wealth Partners, LLC | 440 | $339.7K | 0.06% | +6+1.4% | Added |
| Wilkinson Global Asset Management LLC | 441 | $340.5K | 0.02% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 456 | $340.5K | 0.13% | +225+97.4% | Added |
| CapWealth Advisors, LLC | 443 | $342.0K | 0.04% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 443 | $342.0K | 0.15% | −133−23.1% | Reduced |
| Norris Perne & French LLP | 446 | $344.5K | 0.02% | 00.0% | Unchanged |
| Trust Co | 447 | $345.1K | 0.04% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 447 | $345.1K | 0.12% | +27+6.4% | Added |
| Fairtree Asset Management (Pty) Ltd | 447 | $345.1K | 0.33% | +447 | New |
| Waterway Wealth Management, LLC | 447 | $345.2K | 0.15% | −460−50.7% | Reduced |
| Correct Capital Wealth Management | 449 | $346.4K | 0.07% | +29+6.9% | Added |
| Wise Wealth Partners | 449 | $346.8K | 0.86% | +449 | New |
| Yarger Wealth Strategies, LLC | 450 | $347.4K | 0.20% | +104+30.1% | Added |
| Fairview Capital Investment Management, LLC | 450 | $347.4K | 0.02% | −124−21.6% | Reduced |
| WorthPointe, LLC | 451 | $348.2K | 0.14% | −18−3.8% | Reduced |
| Prospect Financial Group LLC | 451 | $348.2K | 0.43% | +451 | New |